The Quick-Add button is a feature
commonly found in e-commerce platforms or software used for managing orders and quotes. Its
purpose is to simplify the process of adding multiple products to a cart or creating
quotes/orders efficiently. This feature is especially useful for experienced buyers who
frequently need to add multiple products to their orders or quotes in a time-efficient
manner, as it eliminates the need for manual searching and clicking on individual product
listings.
The Quick-Add button is available on every page with the out-of-the-box template. Using the SDK, implementer can customize its placement, behavior, and input components.
Configuration
Description
Customization Options
Using the SDK, implementers can:
Change the button placement, appearance, and behavior.
Embed the button on any page.
Configure the input component for adding products.
Supported Input Components
You can configure the Quick-Add button with one of the following inputs:
Predefined product list
Popup to add products
Input form
Popup Flow Options
For popup-based input, you can configure the following behavior:
Allow buyers to enter a product code. If the code is invalid or the quantity is zero/negative, an error message appears.
Provide an auto-suggest selector based on the entered product code. If no match is found, the message "No product found" is displayed.
Predefined Product List Flow
You can configure the predefined list in the following ways:
Predefine products and quantities and add them directly to the cart.
Predefine products and quantities and open a popup where buyers can add, update, or remove items.
Field Configuration
You can customize input fields in the popup:
Up to 4 cart line item fields (standard or custom).
Default field: Product Code.
Quote or Order Creation Popup
You can configure up to 10 fields from the Quote or Order object (standard or custom).
Adding Quickly Operation
By default, the Popup component is available with the out-of-the-box implementation. Refer to the following steps to add multiple products to the cart using this component:
On any of the page, click the Quick-Add () button.
Select the Quick-Add option. The Add to Cart popup appears.
Note:
You can add products in two ways:
Adding Products Manually - Ideal for adding one item at a time. Follow Step 3 to proceed.
Adding Multiple Products with a CSV File - This feature is useful for adding multiple products at once. Follow Step 4 to proceed.
Adding Product Manually:
In the Product field, search by product code and select it. The implementer can change the input field with the product name, product description, and any standard or custom fields.
Enter the quantity, adjustment amount, and adjustment type.
Click + Add Product link to add more products. To
remove, click remove .
Click Add To Cart to add product(s) to the cart.
Adding Multiple Products with a CSV File:
Note: The Bulk Upload Products feature saves time by enabling you to add multiple products at once using a CSV file
Click Bulk Upload Product link to access the CSV file uploader screen.
If you already have a file, drag and drop or upload the file. OR, You can download a CSV template containing fields like Product Code and Quantity, update the data as required, and use it for bulk uploads. Click Download CSV Template to download the template.This allows you to enter the fields available in the CSV template. Adjustment amount and type are optional and enables you to proceed directly with adding items to the cart.
Note: If the CSV file fails to parse or is empty, a warning will appear on the screen. Make sure to verify that the file format is correct and contains valid product codes and quantities before uploading.
The application shows the upload process for the selected CSV file.
Once the CSV file is uploaded, the listed products and their quantities appear on the Add to Cart screen.
To remove, click remove icon.
Click Add To Cart to add product(s) to the cart.Products get added to the cart.
Ordering Quickly Operation
By default, the Popup component is available with the out-of-the-box implementation. Refer to the following steps to add multiple products to the cart and create an order using this component:
On any of the page, click the Quick-Add () button.
Select the Quick Order option. The Place Order popup appears.
Note:
You can add products in two ways:
Adding Products Manually - Ideal for adding one item at a time. Follow Step 3 to proceed.
Adding Multiple Products with a CSV File - This feature is useful for adding multiple products at once. Follow Step 4 to proceed.
Adding Product Manually:
In the Product field, search by product code and select it. The implementer can change the input field with the product name, product description, and any standard or custom fields.
Enter the quantity, adjustment amount, and adjustment type.
Click + Add Product link to add more products. To remove, click remove icon.
Adding Products by Bulk Upload Products with CSV File:
Note: The Bulk Upload Products feature saves time by enabling you to add multiple products at once using a CSV file.
Click Bulk Upload Product link to access the CSV file uploader screen.
If you already have a file, drag and drop or upload the file.OR, You can download a CSV template containing fields like Product Code and Quantity, update the data as required, and use it for bulk uploads. Click Download CSV Template to download the template.This allows you to enter the fields available in the CSV template. Adjustment amount and type are optional and enables you to proceed directly with placing the order.
Note: If the CSV file fails to parse or is empty, a warning will appear on the screen. Make sure to verify that the file format is correct and contains valid product codes and quantities before uploading.
The application shows the upload process for the selected CSV file.
Once the CSV file is uploaded, the listed products and their quantities appear on the Place Order screen.
To remove, click remove icon.
Click Place Order.
Enter the required details for the order.
For input fields, the implementer can specify up to 10 fields (standard or custom) from the Order object.
Click Place Order.
A confirmation popup appears.
You will see a success confirmation popup. To see more information about the order, click VIEW YOUR ORDER. This opens the Order details page.
Quoting Quickly Operation
By default, the Popup component is available with the out-of-the-box implementation. Refer to the following steps to add multiple products to the cart and create a quote using this component:
On any of the page, click the Quick-Add () button.
Select the Quick Quote option. The Place Quote popup appears.
Note:
You can add products in two ways:
Adding Products Manually - Ideal for adding one item at a time. Follow Step 3 to proceed.
Adding Multiple Products with a CSV File - This feature is useful for adding multiple products at once. Follow Step 4 to proceed.
Adding Product Manually:
In the Product field, search by product code and select it. The implementer can change the input field with the product name, product description, and any standard or custom fields.
Enter the quantity, adjustment amount, and adjustment type.
Click + Add Product link to add more products. To remove, click remove icon.
Adding Multiple Products with CSV File:
Note: The Bulk Upload Products feature saves time by enabling you to add multiple products at once using a CSV file.
Click Bulk Upload Product link to access the CSV file uploader screen.
If you already have a file, drag and drop or upload the file. OR, You can download a CSV template containing fields like Product Code and Quantity, update the data as required, and use it for bulk uploads. Click Download CSV Template to download the template.This allows you to define the fields available in the CSV template. Adjustment amount and type are optional and enables you to proceed directly with placing the quote.
Note: If the CSV file fails to parse or is empty, a warning will appear on the screen. Make sure to verify that the file format is correct and contains valid product codes and quantities before uploading.
The application shows the upload process for the selected CSV file.
Once the CSV file is uploaded, the listed products and their quantities appear on the Place Quote screen.
To remove, click remove icon.
Click Place Quote.
Enter the required details for the quote.
For input fields, the implementer can specify up to 10 fields (standard or custom) from the Quote object.
Click Request Quote.
A confirmation popup appears.
To see more information about the quote, click VIEW YOUR QUOTE.
This opens the Quote details page.
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