Create a quote or order

Before you start

Create the sale in the app

1. 1

   Step 1: Open the create page

   On Quotes, click Create quote. For an order, use Orders and Create order.

   If Select brand and location opens (Select a Location when the store has no brands), choose the brand and the showroom, then click Confirm. The picker lists active selling locations; the made-to-order location is excluded.

   

2. 2

   Step 2: Find or create the customer

   Use Search customers... to find Olivia Bennett. Choose the existing profile before creating another.

   For a new person, click Create new customer. Enter first name, last name and an email or phone number. Add addresses as needed; the customer becomes available to select.

   

3. 3

   Step 3: Check the customer addresses

   Review the shipping and billing addresses. Use Edit and Manage addresses to choose or add the correct address.

   Country starts from the location when possible. Once you enter other address details, a country is required; a country alone creates no address.

4. 4

   Step 4: Add the products

   Click Add product. Search by name, SKU, vendor or category, then choose Templates or Shopify products as needed.

   Select the Linden Sofa template. Expand a Shopify product to choose its variant; a composition adds each piece as a separate line.

   

5. 5

   Step 5: Configure the sale

   Choose options and a vendor, including Sage Velvet and Feather Blend. Set quantities, then add fees, shipping and discounts where needed.

   Check the delivery promise under the summary. The configured lines and extras appear in the sale's total.

6. 6

   Step 6: Create the record

   Check Mark as quote and the summary. Click Create Quote or Create Order.

   If pickup and delivery are mixed, review Delivery and store pickup in one order before confirming. The saved record opens at its selected location.

   

Create the sale on POS

1. 1

   Step 1: Open a new sale

   Tap Create Quote or Create Order, or use those actions inside Orders & Quotes.

   New quote or New order opens at the register's location. Check Sold by before continuing.

2. 2

   Step 2: Add the customer

   Tap Add customer. Search by name or email, or choose from Recent customers.

   For a new person, tap New customer, enter the required details and tap Create customer. The selected customer appears on the sale.

   

3. 3

   Step 3: Check where it ships

   Review Ships to beneath the customer. Tap Change to select a saved address or Add a new address.

   Use Save and ship here for a new address. It is added to the Shopify customer, and existing addresses remain.

4. 4

   Step 4: Add a product

   Tap Add product / fee. Use All, Shopify products or Templates, then search or filter the list.

   Tap the product, or choose its variant. The item screen opens so you can configure it.

   

5. 5

   Step 5: Set options and extras

   Choose the options and quantity, then tap Add to quote or Add to order. Add the delivery fee and any agreed extras.

   Fill required Quote information fields and check Special notes. Each configured item appears in the sale.

6. 6

   Step 6: Create the quote or order

   Turn Mark as Quote on for a quote, or off for an order. Tap Create Quote or Create Order.

   A quote opens on the order screen. An order continues to Take Payment; see Split orders when pickup and delivery differ.

   

Save a draft and finish later

1. 1

   Step 1: Save the unfinished sale

   Use Save as Draft once you have at least 1 product. A fee alone does not meet that requirement.

   You can save without a customer. The draft stays in OrderPilot, ready to finish later.

2. 2

   Step 2: Reopen and complete the draft

   Find the draft in Quotes or Orders. Add the customer, location and missing required details before creating it.

   If an option is no longer offered, choose another value or Leave empty where allowed. The record becomes ready for Create Quote or Create Order.

What happens next

Created quotes and orders sync to Shopify as draft orders. Continue with Get a quote signed or Collect a payment.

Drafts have no payment or signature actions until created. Quote faster explains auto-save after the first save.

Important notes and tips

If something goes wrong

If you leave unfinished work, Stay on this page keeps the form open. Discard and leave discards the unsaved work.