Catalog and Quick Order
How it works
Catalog and Quick Order show your products as a page of cards, each with its photo, price, stock and quantity rules. Choose a quantity and click Add. The line goes into the order as if it had been typed into My Cart. The order stays in the cart, so you can switch between browsing and the cart at any time.
Find products
Set a quantity
Add
Review order
| Who | Tab name | Adds go to |
|---|---|---|
| Customer | Quick Order | Their own cart |
| Sales rep | Catalog | The cart of the customer they're ordering for |
Open the catalog
- Open the SparkLayer widget in your store, for example from the cart or account link.
- Sales reps: choose the customer you're ordering for first. See Choose a customer.
- Click Quick Order (customers) or Catalog (sales reps). It's the last tab, after My Account.
More detail
The widget widens while the tab is open, so more products fit on the screen. The rep's Catalog header also has a Counter button, which opens Counter mode for serving customers in person.
Choose a view
The catalog has 3 views. Switch between them with the view icons at the top of the catalog. Your choice is remembered next time.
| View | Best for | What you see |
|---|---|---|
| Grid view | Browsing by eye, new products, customers who know a product by its look | A card per product: photo, collection, name, SKU, price and MSRP, volume offer, stock and pack rules, then the option, quantity, Add and the heart |
| Quick-buy list | Fast ordering when you know what you want | A table with Product, Variant, Qty and Line total columns, and Add on each row. The line total also shows the quantity times the unit price |
| Matrix ordering | Products with two options, such as colour and size | Each two-option product as a grid of every combination, so you can fill in several at once. Other products show as a single row |
More detail
On a narrow screen the list's columns stack, with Variant, Qty and Line total labelled on each row. On a narrow grid card, the Add button shows only the plus sign and the line total, so the price is never cut off.
Set the quantity
Each product starts at its smallest allowed quantity. The quantity follows your quantity rules:
- − and + move by one pack. For a product sold in packs of 12, they go 12, 24, 36.
- You can type any number. When you leave the box, it snaps to the nearest pack and stays within the minimum and maximum.
- The rules show under the price, such as Min 6 · Packs of 6 or Max 100.
For a product with options, choose the variant from the dropdown first. The price, stock and volume offer change to match it.
Volume breaks
If a product has quantity pricing (volume breaks), its card shows the best offer in words, such as "From $7.70 for 34+", or "$6.40 each by the pack" for a product sold in packs.
- Hover over, focus or tap the offer to see Qty discount pricing: every break with its Qty, Price and Savings.
- Click a row to set the quantity to that break.
When the quantity reaches a break, the card shows the saving (for example −20%) and Add shows the discounted line total. The cart uses the same price.
Stock
| Status | Means |
|---|---|
| In stock | Available, with a count (such as 100+) if you show unit counts. |
| Low | Stock is low, with the units left if counts are shown. |
| Pre-order | Can be ordered now and ships later, with the expected date. |
| Out of stock | Can't be ordered: the button reads Sold out. You can still add it to the wishlist. |
What customers see depends on the stock display settings of their customer group.
Add products to the order
- Choose the variant and quantity.
- Click Add. It turns green with a tick, and a message confirms who the order is for.
More detail
The product's card then shows a tick and the quantity already in the order, and the list view shows how many are in the order, such as 12 in order, under the button. These counts are read from the cart, so they're always up to date. If a product is already in the order, Add adds to the quantity that's there.
Add from the matrix
- In Matrix ordering, type a quantity into each combination you want. Each cell shows its stock and price, and Unavailable for combinations you can't order.
- Check the total under the grid: units selected and the order value.
- Click Add to order to add every combination at once.
More detail
In the matrix, volume breaks count the whole grid's quantity, so 6 small and 6 medium count as 12. Click the info icon in a cell to see that variant's SKU and its pack rules.
Add to a customer's order as a sales rep
When a rep is ordering for a customer, every Add goes into that customer's cart, at that customer's prices, stock and quantity rules. The confirmation names the customer, so you always know whose order you're building. To build an order for someone else, switch customer first.
Review the order
- Click the order button at the top right. It shows how many units are in the order, such as 60 in order. The In this order panel shows the last 3 lines added, with the number of lines and units.
- To see every line, click the link under them, such as + 4 more lines in the cart. Click Show fewer lines to go back.
- Click Keep browsing to carry on, or Review order to open the cart and check out.
Add to the wishlist
To save a product for later, click the heart beside its Add button (Add to wishlist). The heart fills when the product is saved. Click it again to remove it. You can save a product that's out of stock.
More detail
The wishlist belongs to the customer's account: a rep ordering for a customer saves to that customer's wishlist, not their own. Saved products appear in the customer's Favourites in My Account.
Share a view
To send someone what you're looking at, click Copy link. It copies the search, collection, sort, page and view. Paste it into an email or chat, and the person who opens it lands on the same view.
Hide products from the catalog
Some products shouldn't be ordered straight from the catalog: a custom product that needs artwork uploaded, or a printing charge or add-on fee that only belongs on an order with something else. Hide them with the sparklayer.settings metafield on each variant, for every B2B customer or only for some customer groups.
| You want | Set on each variant | What customers and reps see |
|---|---|---|
| Hide it | "display": false, "sell": false | Nothing: it's left out of Catalog and Quick Order, search in My Cart and SparkLayer's other views |
| Show it, but stop orders | "sell": false | The product, marked Unavailable for this account, with no way to add it |
| Hide it from some customer groups | An entry for each of those groups | Hidden only for customers in those groups |
| Show it to some customer groups only | A base entry that hides it, and an entry for each group that sees it | Hidden for everyone else |
Sales reps see what the customer they're ordering for sees, so a product hidden from a customer's group is hidden from the rep's Catalog too.
Turn on the metafield in SparkLayer
You only do this once. Go to Integrations,Platform (opens in your SparkLayer Dashboard in a new tab) and, in the Metafields card, click Configure next to SparkLayer metafields, then enable the product settings metafield. See Product rules per customer group.
Build the value
Choose who shouldn't see the products and whether to hide them or only stop orders. The value is the same for every product. For customer groups, use each group's handle, such as trade: find it by clicking the group's name at Customers,Groups (opens in your SparkLayer Dashboard in a new tab).
Hide them from every B2B customer.
sparklayer.settingsLet your AI assistant do it
Connect your Shopify store to your assistant first, such as the Shopify connector in Claude. Then tell it which products in the chat: SKUs, a tag such as CUSTOM, or a collection. It finds every variant, keeps any settings already on them, such as pack sizes, and shows you each change before saving anything.
See the prompt
I use SparkLayer for B2B ordering on my Shopify store. I want to hide some products from my B2B customers in SparkLayer by setting the `sparklayer.settings` metafield on their variants.
How the metafield works: https://docs.sparklayer.io/help/storefront/product-settings.md. Hiding products: https://docs.sparklayer.io/help/guides/hide-products.md.
Use your connection to my Shopify store. If you aren't connected to it, tell me how to connect it to you, then stop.
What I want: Hide them from every B2B customer. Merge this into the `sparklayer.settings` metafield (namespace `sparklayer`, key `settings`, type JSON) on each variant:
[{"customer_group":"base","display":false,"sell":false}]
Do it like this:
1. Ask me which products, if I haven't said yet. I might give you SKUs, a tag (such as every product tagged CUSTOM), a collection or product names.
2. Find every variant of those products and list them in a table: product, variant, SKU and the variant's current `sparklayer.settings` value. Tell me about anything you can't find. Don't change anything yet.
3. Work out each variant's new value. The value is a JSON list with one entry per customer group, and `customer_group` is the group's handle. For each entry above, update that group's entry with the keys shown, or add the entry if the group has none. Keep every other key and entry exactly as it is, such as `pack_size` or `min_order_quantity`.
4. Show me the before and after for each variant, and wait for me to approve.
5. When I approve, save the values as valid JSON with straight double quotes. If my store has no `sparklayer.settings` metafield definition on product variants, create it first (namespace `sparklayer`, key `settings`, type JSON).
6. Then remind me that SparkLayer only reads the metafield once it's turned on in SparkLayer (Integrations > Platform in the SparkLayer Dashboard, in the Metafields card), and that changes can take about 10 minutes to show.For example, this value hides a variant from every B2B customer:
[{ "customer_group": "base", "display": false, "sell": false }]Add it to each variant
The value goes on every variant you're hiding: a product with 3 sizes needs it on all 3.
- A few products: open each variant in your store's admin, paste the value into its
sparklayer.settingsfield and save. In Shopify, it's Settings under Metafields, as the form shows. - Many products: fill in the field for every variant in one table.
- With your AI assistant: connect your Shopify store to it, such as with the Shopify connector in Claude, click Ask Claude or Ask ChatGPT in the form above, and tell it which products. The assistant finds every variant, shows you each change and waits for your approval before saving anything.
Lots of products? Fill them in one tableShopify
In your Shopify admin, go to Products, tick the products and click Edit products. Click Columns, tick the SparkLayer field under Metafields, then type the values (each variant has its own row) and click Save. Shopify's guide
More detail
A variant can already have a sparklayer.settings value, such as a pack size for a customer group. Pasting a new value replaces it. Add the display and sell keys to the entries that are there instead, or let the AI assistant merge them for you: its prompt keeps every other setting.
Check it worked
Changes take about 10 minutes to sync. Then sign in as a customer in one of the groups, or order for one as a rep, open Quick Order or Catalog and search for the product.
display and sell only change SparkLayer. To hide products from your store's own pages too, such as from retail shoppers, see Hide products from customers.
The parts of the screen
| Part | What it shows / does |
|---|---|
| View switch | Three icons: Grid view, Quick-buy list and Matrix ordering. Your choice is remembered next time. |
| Order button, such as 60 in order | How many units are in the order. Click it to see the order's lines (see Review the order). |
| Collection filter | All collections, or one collection, with a count of products in each. Type in Filter collections… to find one in a long list. On Shopify, the collections follow your navigation menu: see Collections in Catalog and Quick Order. |
| Search | Search the catalog… finds products by name, SKU and collection. With several words, a product must match all of them. |
| Sort | Name A–Z, Price: low to high or Price: high to low. |
| Copy link | Copies a link to the view you're looking at (see Share a view). |
| Page footer | The products shown out of the total, with Prev and Next. Each page holds 24 products. |
If nothing matches, the catalog says No products match and suggests trying a different search or collection.
FAQs
No. It's the same product browser. Customers see it as Quick Order; sales reps see it as Catalog, with a Counter button for Counter mode.
The product is sold in packs or has a minimum or maximum. When you leave the box, the quantity snaps to the nearest pack within those limits. See Quantity rules.
The quantity in the order has reached a volume break. The cart prices each line at the break its total quantity reaches, as the catalog does.
Check the collection filter is on All collections, and try fewer words: a product has to match every word you search for. The product might also be hidden from the customer's group.
Yes, but the setting goes on each variant, not on the tag. Click Ask Claude or Ask ChatGPT in the form and tell the assistant "every product tagged CUSTOM": it finds and updates them. Or, in your Shopify admin, filter Products by the tag, select them all and fill in the field in the bulk editor.
Not with display and sell: they apply to every SparkLayer view, including SparkLayer's ordering on the product page. If you need a product orderable only from its product page, contact support.
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