Getting Started

1. Welcome to OrderFlow

OrderFlow adds a professional B2B quick order page to your Shopify store. It runs through Shopify's App Proxy at your-store.myshopify.com/apps/orderflow — no theme modifications, no code injections, no Liquid edits. Your store's theme files remain completely untouched.

Customers search by SKU or product name, upload CSV files for bulk ordering, save frequently ordered lists for one-click reordering, and check out directly through Shopify's native checkout. Everything happens on your storefront domain, matching your store's look and feel seamlessly.

OrderFlow works on any Shopify plan — from Basic to Shopify Plus. For Plus merchants, additional B2B features like company-specific pricing and draft order approvals are available on the Plus plan. Whether you have 50 products or 50,000, OrderFlow handles your catalog with instant search and smart caching.

The admin dashboard gives you a complete overview of your quick order activity: orders placed, revenue generated, active buyers, and a guided setup checklist to get you up and running fast.

2. Installation

Installing OrderFlow takes about a minute. The process is the same as any Shopify app — find it in the App Store, click Install, and authorize the permissions.

1. Find OrderFlow in the Shopify App Store. Search for "OrderFlow" or "B2B quick order" in the Shopify App Store. You can also navigate directly from a link on our website.
2. Click Install and authorize the required permissions. OrderFlow requests access to your products, orders, and customers so it can display your catalog, process orders, and manage buyer eligibility. All permissions are the minimum required for the app to function.
3. You'll be redirected to the OrderFlow dashboard. After authorization, you land on the admin dashboard inside your Shopify admin. The setup guide is waiting for you with clear next steps.

Products sync automatically on first install — no manual action needed. OrderFlow fetches your entire product catalog in the background and caches it for fast search performance. The sync typically completes within a few minutes depending on your catalog size. After the initial sync, webhooks keep everything up to date automatically whenever you add, update, or remove products.

If you have a very large catalog (10,000+ products), the initial sync may take a bit longer. You can monitor progress on the Products page in the admin. Once the sync is complete, your quick order page is ready to use.

3. Quick Start (5 steps)

Your Dashboard includes an interactive setup guide that walks you through the essential configuration steps. Each step shows a checkmark when complete, so you always know where you are in the process.

1. Sync products — This happens automatically on install. Once complete, you'll see a green checkmark. Your products are now searchable on the quick order page.
2. Customize branding — Optional but recommended. The defaults are clean and professional, but you can choose from 6 presets or fine-tune individual colors and fonts to match your brand identity perfectly.
3. Add a quick order link — Add a navigation link to your store so customers can find the order page. The Settings page provides your proxy URL and step-by-step instructions.
4. Preview your order page — Open the proxy URL in a new tab to see exactly what your customers will see. Check that products appear correctly, branding looks right, and the layout works on both desktop and mobile.
5. Place a test order — Add a few items to the cart and go through checkout to verify the entire flow works end to end. This confirms the Storefront API integration is functioning correctly.

The setup guide stays on your Dashboard until all five steps are complete. You can work through them in any order, though we recommend following the sequence above for the smoothest experience.

Once all five steps show green checkmarks, the setup guide collapses and your Dashboard switches to the full metrics view with order counts, revenue, and buyer activity.

4. Adding the Link to Your Store

Your quick order page needs a link in your store's navigation so customers can find it. This is a standard Shopify menu item — no code required.

1. Go to Online Store > Navigation > Main menu in your Shopify admin.
2. Click Add menu item.
3. Set the title to "Quick Order" (or "Wholesale Order", "B2B Portal", "Bulk Order" — whatever fits your brand).
4. Paste the proxy URL from Settings > Store Integration in the OrderFlow admin. The URL looks like your-store.myshopify.com/apps/orderflow.
5. Click Save.

The link appears in your store navigation immediately. Customers can click it to access the quick order page directly from your storefront header.

Tip: You can also add the link to your footer navigation for additional visibility. Some merchants create a dedicated landing page explaining the benefits of their B2B ordering portal, then link to the quick order page from there. This works particularly well if you want to present the ordering experience with context about minimum order quantities, wholesale pricing, or account requirements.

If you use buyer eligibility restrictions (customer tags or B2B-only access), consider placing the link where only your target audience will see it — for example, in a separate "Wholesale" navigation menu that appears only for tagged customers via your theme's customer segmentation features.

5. Your Quick Order Page

This is what your customers see — a full-featured ordering interface designed for speed and efficiency. The page has 4 tabs that organize the ordering experience:

• Products — Search by SKU or product name with instant results. Product cards show images, prices, stock status, and quantity steppers.
• Saved Lists — Save frequently ordered combinations for one-click reordering. Load an entire list into the cart instantly.
• Order History — View all past orders placed through OrderFlow with full details. Hit "Buy again" to reload a previous order into the cart.
• Import — Upload CSV or Excel files for bulk ordering. Drag-and-drop or file picker with automatic column mapping.

The cart sidebar on desktop shows a running total with all added items, quantities, and line prices. Checkout creates a standard Shopify cart via the Storefront API and redirects to your native Shopify checkout — customers use their familiar checkout experience with all your payment methods and shipping options.

On mobile, the layout adapts with shortened tab labels and a bottom cart bar showing item count, total, and a Checkout button. All touch targets are sized for comfortable tapping, and the product cards stack vertically for easy scrolling.

6. Plans and Pricing

OrderFlow offers three plans to match your business needs. All billing is handled through Shopify — you'll see charges on your regular Shopify invoice.

The Free plan is a great way to test OrderFlow with real customers before committing. When you're ready to remove the badge, unlock saved lists, and get analytics, upgrade to Standard. The Plus plan is designed specifically for Shopify Plus merchants who need B2B company integration, catalog pricing, and approval workflows.

7. What's Next

Now that your quick order page is live, explore the rest of OrderFlow's features to get the most out of your B2B ordering experience.

• Customize branding — Choose from 6 presets or fine-tune colors, fonts, and styles to match your brand identity.
• Configure settings — Set up buyer eligibility, email notifications, and integrations.
• Set up email notifications — Customize order confirmation, merchant alerts, and reorder reminder templates.
• Connect Shopify Flow — Automate workflows with OrderFlow's built-in Flow triggers for orders, reorders, CSV imports, and usage limits.
• View analytics — Track order volume, revenue trends, top products, and buyer activity on the analytics dashboard.

If you have questions or run into issues, reach out to us at hello@mentilead.com. We typically respond within a few hours during European business hours.

For a deep dive into what your customers see on the storefront, check out the Quick Order Page guide — it covers every tab, feature, and interaction in detail.