Orderverse DocsOrder Templates
Choose and configure the layout customers see when placing an order.
Available templates
The Order Portal supports multiple layout templates. Two are recommended for production use:
| Template | Layout | Best for |
|---|---|---|
| Standard | E-commerce card layout | General B2B ordering; product images are prominent |
| Quantity Grid | Excel-style grid | Bulk ordering with many SKUs; familiar spreadsheet feel |
| Simple Form | Basic form layout | Simple catalogues with a small number of products |
| Catalog | Browse-first layout | Catalogue-style browsing before selecting quantities |
Recommended: Use Standard or Quantity Grid for new workspaces. Other templates are available but receive fewer updates.
Setting the workspace default template
- Go to Configuration → Order Settings.
- Under Order Template, select a template.
- Click Save.
This becomes the default for all customers who do not have their own template override.
Per-customer template override
A different template can be set for each customer:
- Open the customer detail page.
- Under Order Settings, select a template.
- Save the customer.
Fallback priority: Customer setting → Workspace default → Standard (system fallback).
Template features
| Feature | Standard | Quantity Grid |
|---|---|---|
| Product images | ✅ Prominent | ✅ Thumbnail |
| Category tabs | ✅ | ✅ |
| New Arrivals / On Sale tabs | ✅ | ✅ |
| Past Orders tab (customer link) | ✅ | ✅ |
| Bundle product preview | ✅ | ✅ |
| Promotion badge & strike-through | ✅ | ✅ |
| UoM selector | ✅ | ✅ |
| Bulk quantity entry | — | ✅ Optimised |
Bundle products
Bundle products show a badge and a tooltip that summarises the child products included. This is supported in both Standard and Quantity Grid templates.
Promotions display
When a promotion is active on a product:
| Promotion type | How it appears |
|---|---|
| Percent discount | Original price shown with strike-through + discount badge |
| Fixed price override | Promotion price shown directly; no additional badge |