Help Center

Everything you need to set up and manage your Skue: Bulk Order Form. Can't find what you need? Contact us.

Installation

Skue: Bulk Order Form installs like any Shopify app. After installing from the Shopify App Store, open the app from your Shopify admin sidebar under Apps > Skue: Bulk Order Form.

The first thing you'll see is the Dashboard — your home base for deploying the order form, tracking setup progress, and managing your account.

Skue Dashboard showing installation status, setup guide, and profiles

The Skue Dashboard — your home base for setup and management

Shopify compatibility Skue works on all Shopify plans: Basic, Shopify, Advanced, and Plus. B2B-specific features like customer-gated access work best on Shopify Plus with B2B catalogs.

One-click deploy

The fastest way to get your order form live is the one-click deploy on the Dashboard. It handles three things automatically:

  1. Creates the page — A new page at /pages/order-form is added to your store.
  2. Adds the app block — The Skue order form block is inserted into a dedicated theme template (page.order-form.json).
  3. Syncs settings — Your collections, columns, and layout preferences are pushed to the storefront as metafields.

Click Create Order Form on the Dashboard and the deploy runs in a few seconds. Once complete, you'll see a green success banner with a link to view the live order form.

Already deployed? If you make changes to your settings later, hit Sync to Storefront on the Dashboard to push updates. Every settings page also has a Save button that syncs automatically.

Adding to store navigation

After deploying, add the order form to your store's navigation so customers can find it:

  1. In Shopify admin, go to Online Store > Navigation.
  2. Click on your main menu (usually "Main menu").
  3. Click Add menu item.
  4. Set the name (e.g., "Order Form") and link it to Pages > Order Form.
  5. Click Save.

Back on the Skue Dashboard, click Mark as done next to the "Add to store navigation" step to check it off your setup guide.

Collections & Layout

The Collections & Layout page controls which products appear on your order form and how they're displayed. Navigate to it via the sidebar or use the arrow navigation at the top of any page.

Adding collections

Click Add collection to open Shopify's collection picker. Select one or more collections — these become the product groups on your order form. Each collection appears as a separate section with its own header.

Reordering collections

Drag and drop collection rows to change the order they appear on the storefront. The first collection in the list appears at the top of the order form.

Removing collections

Click the × button on any collection row to remove it. Don't forget to save your changes.

Plan limits The number of collections you can add depends on your plan: Free allows 1 collection, Essentials allows 5, Growth allows 20, and Scale is unlimited.

Column configuration

Below the collection picker, you'll find the Column toggles section. These control which data columns appear on the order form table:

Column Description Default
Image Product thumbnail image On
SKU Product SKU or variant SKU On
MAP (Retail price) The compare-at price or retail MSRP On
B2B Price The actual selling price for the customer On
Margin Calculated profit margin between MAP and B2B price On
Stock Available inventory quantity On

Toggle any column off to hide it from the storefront. This is useful if you don't want to expose pricing details or inventory levels to certain customers.

Feature toggles

The Collections & Layout page also includes toggles for key storefront features:

Search

Enables the search bar at the top of the order form. Customers can type a product name or SKU to instantly filter the product list.

Delivery Windows

Shows the delivery window selector on the order form toolbar. When enabled, customers must choose a delivery date before adding items to cart. Requires at least one delivery schedule to be configured.

Starter Orders

Adds the "Starter Orders" button to the toolbar. Customers can load a pre-built template to quickly populate the order form with suggested quantities.

CSV Upload

Adds an "Upload CSV" button to the order form. Customers can upload a CSV file with SKUs and quantities to bulk-fill the form. Essentials+

Help Content

Displays a help button (?) on the order form that opens a panel with custom guidance you've written. Essentials+

QuickView

Enables product quick-view popovers. When a customer clicks a product name, a panel slides open showing the product description, images, and any custom metafield data.

Product layout

Choose how products display within each collection:

  • Table (default) — Spreadsheet-style rows with columns for each data field. Best for catalogs with many SKUs.
  • Grid — Card-based layout showing product images. Better for visual catalogs with fewer products per collection.

Settings & Appearance

The Settings page controls global options for your order form.

Skue Settings page showing page title, visibility, PDP pricing, and appearance options

The Settings page — configure titles, visibility, pricing display, and branding

Page title & labels

Customize the heading that appears at the top of the order form (default: "ORDER FORM") and the label on the add-to-cart button (default: "Update Cart").

Visibility & access

Control who can see the order form:

  • Everyone — Any visitor can access the order form.
  • Logged-in customers only — Requires a Shopify customer account to view.
  • B2B only — Only Shopify B2B company contacts can access the form (Shopify Plus required).

When the form is restricted, unauthorized visitors see a customizable lock-screen message instead.

PDP Pricing Growth+

Enable the product detail page (PDP) pricing block to show MAP, B2B price, and margin calculations on individual product pages throughout your store.

Appearance Essentials+

Customize the visual appearance of your order form to match your brand:

  • Primary color — Used for buttons, the review bar, and collection headers.
  • Header text color — Text color on collection headers and the review bar.
  • Accent color — Used for quantity controls and interactive elements.
  • Background color — The page background behind the order form.

Changes preview in real-time on the storefront after saving.

Happy with the defaults? The default dark theme works well with most Shopify stores. If you're on the Free plan or just prefer the defaults, mark "Customize appearance" as done in the setup guide on the Dashboard.

Starter Orders (Templates)

Starter orders are pre-built order templates that help customers get started quickly. Instead of browsing your entire catalog, a new customer can load a template to pre-fill the order form with your recommended products and quantities.

Creating a template

  1. Navigate to Starter Orders in the sidebar.
  2. Click New template.
  3. Give it a name (e.g., "Spring Essentials" or "New Dealer Starter Pack").
  4. Add products by searching or browsing. Set the suggested quantity for each item.
  5. Click Save.

How customers use templates

On the storefront, customers click the Starter Orders button in the toolbar. A modal appears listing all available templates. When they select one, the order form is pre-populated with the template's products and quantities. Customers can then adjust quantities before adding to cart.

Plan limits Free: 1 template. Essentials: 3 templates. Growth and Scale: Unlimited.

Delivery Windows

Delivery windows let customers choose when their order will arrive. This is essential for wholesale businesses with scheduled delivery routes.

Creating a schedule

  1. Navigate to Delivery Windows in the sidebar.
  2. Click Recurring or One-off.
  3. For recurring: choose the day(s) of the week, set a lead time (minimum days in advance), and optionally set a cutoff time.
  4. For one-off: pick a specific date range.
  5. Click Save.

How it works on the storefront

When delivery windows are enabled, a Delivery Window button appears in the order form toolbar. Customers must select a delivery date before they can add items to their cart. The selected date is attached to the order as a note attribute.

Lead time

The lead time setting (in days) determines how far in advance customers must order. For example, a 2-day lead time with a Wednesday delivery means customers must place orders by Monday.

Cutoff time

Set a daily cutoff time (e.g., 2:00 PM). Orders placed after the cutoff count toward the next available window.

Plan limits Free: Not available. Essentials: 3 schedules. Growth and Scale: Unlimited.

Profiles

Profiles let you create multiple versions of the order form, each with its own collections, layout, and delivery options. This is useful when you serve different customer segments.

Use cases

  • B2B vs. retail — Show wholesale pricing and bulk SKUs to B2B contacts, and a curated retail selection to everyone else.
  • Regional catalogs — Different product lines for different regions or markets.
  • Seasonal rotations — Swap collections in and out by switching which profile is active.

Creating a profile

  1. Navigate to Profiles in the sidebar.
  2. Click Create profile.
  3. Give it a name and description.
  4. Assign collections, choose layout options, and configure delivery windows.
  5. Click Save.

Default profile

Every store has one default profile. This is what visitors see when no other profile is assigned. You can't delete the default profile, but you can edit it freely.

Plan limits Free: No additional profiles (default only). Essentials: 1 profile. Growth: 5 profiles. Scale: Unlimited.

Help Content Essentials+

Add custom help content that appears when customers click the ? button on the order form. Use this to explain your ordering process, delivery schedule, or return policy.

Item types

Type Appearance Best for
Step Numbered instruction with a title How-to guides, ordering instructions
Warning Yellow highlighted callout Important policies, cutoff reminders
Info Blue informational callout General tips, contact information

Managing items

On the Help Content page, you can add, remove, reorder (drag and drop), and edit items. Click Reset to defaults to restore the built-in example content. Changes are saved when you click Save.

Order Analytics Growth+

The Dashboard shows a 90-day summary of orders placed through your store:

  • Total orders — Number of orders in the last 90 days.
  • Average order value — Mean revenue per order.
  • Orders per week — Average weekly order volume.
  • Most ordered products — Top 5 products by quantity ordered.

Analytics update every time you visit the Dashboard.

The Order Form

The storefront order form is the customer-facing page at /pages/order-form. It displays your products in a spreadsheet-style table organized by collection.

Storefront order form showing review bar, search toolbar, delivery windows, starter orders, and product grid with pricing columns

The order form — review bar, toolbar with search and actions, and product grid organized by collection

Layout

From top to bottom, the order form includes:

  1. Review bar — Sticky bar at the top showing item count, retail total, profit, cart total, and action buttons (Clear, Update Cart, Help).
  2. Toolbar — Search field, delivery window picker, starter orders button, past orders button, and save draft button.
  3. Collection sections — Each collection gets its own header and product table.
  4. Product rows — Each product shows its image, name, price columns, SKU, stock, and quantity controls.

Adding to cart

Customers adjust quantities using the + and buttons or by typing directly into the quantity field. When ready, clicking Update Cart adds all items with quantity > 0 to the Shopify cart.

Variants

Products with multiple variants show a Choose Variants button instead of a simple quantity input. Clicking it opens a modal where customers can set quantities for each variant (size, color, etc.) individually.

Review Bar

The review bar is the dark sticky header at the top of the order form. It provides a real-time summary as customers fill in quantities:

Field What it shows
Items Total number of line items with quantity > 0
Retail Sum of MAP (retail) prices × quantities
Profit Difference between retail and B2B totals (shown in green)
Total Sum of B2B prices × quantities (the actual cart total)

The Clear button resets all quantities to zero. The Update Cart button submits the order to the Shopify cart.

CSV Upload Essentials+

Customers who manage their orders in spreadsheets can upload a CSV file to bulk-fill the order form.

CSV format

The CSV file should have two columns:

Column Description Example
sku Product or variant SKU ACME-001-BLK-L
quantity Desired quantity 12

After uploading, the order form matches each SKU to the corresponding product and pre-fills the quantity. Any unmatched SKUs are reported in a summary dialog.

Plans & Pricing

Skue offers four plans to fit businesses of every size:

Skue Plan and Billing page showing Free, Essentials, Growth, and Scale plan cards with feature comparison table

Plan & Billing page — compare plans side by side and upgrade in one click

Feature Free Essentials
$19/mo
Growth
$49/mo
Scale
$99/mo
Products 50 200 2,000 Unlimited
Collections 1 5 20 Unlimited
Starter order templates 1 3 Unlimited Unlimited
Order form profiles 1 5 Unlimited
Delivery schedules 3 Unlimited Unlimited
Branding Full Full Full
CSV upload Included Included Included
Help content Included Included Included
PDP pricing Included Included
Custom metafields 3 fields 3 fields
Order analytics Included Included
Watermark Shown Removed Removed Removed
Support Community Standard Standard Priority

Upgrading & Downgrading

How to upgrade

  1. Navigate to Plan & Billing in the sidebar.
  2. Click Upgrade to [Plan] on your desired plan.
  3. You'll be redirected to Shopify's confirmation page to approve the subscription charge.
  4. After approving, you're immediately on the new plan with all features unlocked.

How to downgrade

On the Plan & Billing page, click Cancel subscription at the bottom of the current plan card. You'll be moved to the Free plan immediately. Your settings are preserved, but features beyond Free plan limits will be locked until you upgrade again.

Downgrade impact When downgrading, any resources that exceed the lower plan's limits (extra collections, templates, profiles) won't be deleted — they'll just be inaccessible until you upgrade. No data is lost.

FAQ

Does Skue work with all Shopify themes?

Yes. Skue uses Shopify's app block system, which is compatible with all Online Store 2.0 themes. The order form renders on its own dedicated page template, so it doesn't interfere with your theme's design.

Can customers reorder from past orders?

Yes. The Select Past Order button on the storefront lets customers load a previous order to pre-fill the form with their last quantities. This is great for recurring B2B customers.

Does Skue modify my theme files?

Skue creates one theme template file (templates/page.order-form.json) during the one-click deploy. It does not modify any existing theme files. Uninstalling the app removes the template automatically.

How do I show different prices to B2B and retail customers?

Skue reads prices from Shopify's native B2B catalog system. If you have B2B price lists set up in Shopify (Plus required), B2B customers automatically see their contracted prices on the order form. Retail customers see standard prices.

Can I use Skue without B2B catalogs?

Absolutely. Skue works great for any store that wants a fast, spreadsheet-style ordering experience. You don't need Shopify Plus or B2B catalogs — the order form works with standard product prices on any Shopify plan.

Does Skue support multiple currencies?

Skue uses whatever currency and pricing your Shopify store is configured with. If you use Shopify Markets or multi-currency, the order form reflects the customer's local pricing.

How does the "Save Draft" feature work?

Customers can click Save Draft to save their current quantities locally in their browser. When they return to the order form later, they can reload the draft. Drafts are stored in the browser's local storage, not on the server.

What happens to my data if I uninstall the app?

All app data (collections, templates, profiles, schedules, branding) is deleted when you uninstall the app, in compliance with Shopify's data protection requirements. The order form page and theme template are also removed.

Troubleshooting

Order form page is blank

  • Check if deployed: Go to the Dashboard and confirm the green "Order form is live" message appears.
  • Sync settings: Click Sync to Storefront on the Dashboard to push the latest configuration.
  • Check collections: Make sure at least one collection is added in Collections & Layout.
  • Check theme template: In Shopify admin, go to Online Store > Pages, find the "Order Form" page, and make sure its template is set to "order-form".

Products not showing up

  • Product availability: Products must be set to "Active" in Shopify and available to the Online Store sales channel.
  • Collection membership: Verify the products are in the collections you've added to Skue.
  • Sync: After adding new products to a collection, hit Sync to Storefront or save your settings to update.

Prices showing $0.00 or incorrect values

  • B2B pricing: If using Shopify B2B, make sure the customer is logged in and has an active B2B company association with a price list.
  • Compare-at price: The MAP column uses the compare-at price. If it's not set on a product, the MAP column will show the regular price.

"Sync to Storefront" not working

  • Page exists: Confirm the order form page exists at /pages/order-form.
  • Try redeploy: If persistent, run the one-click deploy again from the Dashboard — it's safe to run multiple times.

Delivery window not appearing

  • Toggle on: Check that "Delivery Windows" is enabled in Collections & Layout feature toggles.
  • Schedule exists: You need at least one active delivery schedule configured in the Delivery Windows page.
  • Lead time: If all upcoming windows are past the cutoff, no windows will be available to select.

Contact Support

Can't find the answer you need? We're here to help.

We typically respond within 24 hours on business days. Priority support customers on the Scale plan receive expedited responses.