OrderPilot
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OrderPilot Academy

How to do anything in OrderPilot

Step-by-step guides for the whole custom order, from the first quote and deposit to the vendor’s delivery and the warranty claim years later.

Jump to:Add fees, shipping and discountsAdd freight, duty and other costs to a purchase orderAdd terms to quotes and ordersAnalytics and the sales performance report
Chip, the OrderPilot beaver, reading in an armchair

New to OrderPilot? Start here

Four short guides, about 25 minutes in all
  1. STEP 1 · 6 MINWelcome to OrderPilotWhat OrderPilot does and sets up
  2. STEP 2 · 6 MINInstall and set up OrderPilotInstall, choose a plan, finish setup
  3. STEP 3 · 7 MINFind your way around OrderPilotMenus, Home, location picker and search
  4. STEP 4 · 6 MINHow OrderPilot syncs with ShopifyWhat stays in step with Shopify

Guided paths

A few guides for one job, in the order you’ll need them
Owners7 GUIDES · 44 MIN

I just installed OrderPilot

Install the app, find your way around, set up your locations and invite your team.

  1. 1Welcome to OrderPilotWhat OrderPilot does and sets up6 MIN
  2. 2Install and set up OrderPilotInstall, choose a plan, finish setup6 MIN
  3. 3Find your way around OrderPilotMenus, Home, location picker and search7 MIN
  4. 4How OrderPilot syncs with ShopifyWhat stays in step with Shopify6 MIN
  5. 5Bring in your locationsLocations from Shopify and what they drive6 MIN
  6. 6Business details and what each location printsCompany details and what each location prints6 MIN
  7. 7Give staff accessRoles, locations and suspensions for staff7 MIN
Start the path
Showroom staff6 GUIDES · 32 MIN

I'm new on the sales floor

A full sale on the iPad: quote, signature, deposit, and items handed over.

  1. 1OrderPilot on Shopify POSTiles, order screen, tax and currency6 MIN
  2. 2Create a quote or orderStart, fill in and create a quote or order6 MIN
  3. 3Sign in the showroom: on the iPad, by QR code or on paperFour ways to sign at the register5 MIN
  4. 4Take a depositCollect part of the total up front5 MIN
  5. 5Choose pickup or delivery and hand items overPickup or delivery per item, and hand-over5 MIN
  6. 6Print and brand POS receiptsPrint and brand 80 mm receipts5 MIN
Start the path
Purchasing staff5 GUIDES · 27 MIN

I want to order from my vendors

Turn orders into purchase orders, send them, and receive the goods.

  1. 1How purchase orders workFrom sold order to vendor PO to delivery5 MIN
  2. 2Create purchase orders in the PO WorkbenchOne draft PO per vendor from your orders6 MIN
  3. 3Send a purchase order to your vendorEmail a PO, or mark it sent6 MIN
  4. 4Receive a deliveryPost a receipt for what arrived5 MIN
  5. 5Split or attach one order's purchase linesSplit, attach or exclude one order's lines5 MIN
Start the path
Sales7 GUIDES · 36 MIN

I want to handle customer replies

Change requests, replies from the Inbox, edits and sending the updated quote.

  1. 1Find quotes and ordersSearch, filter and open quotes and orders5 MIN
  2. 2The quote and order pageEverything on the quote and order page6 MIN
  3. 3Handle a customer's change requestAnswer change requests and send the update5 MIN
  4. 4Reply to customers from the InboxReply from the Inbox5 MIN
  5. 5Edit a quote or orderChange a saved quote or order5 MIN
  6. 6Email a quote or orderEmail a quote and see if it was opened5 MIN
  7. 7Download and print quote and order PDFsDownload, read and print the PDF5 MIN
Start the path

Browse by topic

7 guides Get startedInstall OrderPilot, find your way around and see how it uses Shopify.See the guides 21 guides Quotes and ordersCreate, find, edit and review quotes and orders, one line at a time.See the guides 11 guides Payments and signaturesSignatures, deposits, payments and refunds, and the records kept.See the guides 5 guides Showroom (POS)The OrderPilot tiles on Shopify POS: quote, take payment, print.See the guides 11 guides PurchasingPurchase orders from the orders you took, sent and then received.See the guides 6 guides Inventory and costsStock, floor samples, and what each piece really cost you to buy.See the guides 17 guides CatalogCategories, vendors, options and templates, and how they reach Shopify.See the guides 8 guides Statuses and workflowYour order statuses, the status map and what moves an order on.See the guides 8 guides Customers and portalYour customers, and the portal where they sign, pay and follow up.See the guides 9 guides Online storeQuote requests and configurable products on your online store.See the guides 11 guides Emails and messagesYour sending domain, the emails customers get, and the inbox.See the guides 3 guides BrandingYour logo, colors and documents, so everything looks like yours.See the guides 11 guides Warranty and serviceWarranty cover, serial numbers and claims, from report to repair.See the guides 6 guides Team and permissionsStaff access and roles, salespeople and how they earn commission.See the guides 10 guides Settings and integrationsBusiness details, locations, every Settings page and QuickBooks.See the guides 2 guides ReportsSales, profit and margins: the numbers behind your store, by period.See the guides

Recently updated

Guides change with the app. These were checked against the latest release.

Common questions

685 answers in the FAQ, each linked to its full guide.

See all 685 answers

Can’t find what you need?

Send us a message or email support@meetorderpilot.com, and a person who knows furniture retail will answer.

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