Why can't I delete a template?
Stock or purchasing records use the template, so OrderPilot keeps it to preserve those links.
Choose More actions > Deactivate instead.
The template stops appearing on new quotes, orders and POS, and its Shopify product is archived. Existing sold lines retain their recorded wording and prices.
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People also ask
From other topicsDoes hiding the Customers page delete customer information?
No. Turning off the Customers page hides its menu entries and tour; it doesn't remove customer data. Customer pages still open from links, and configured customer fields still appear on order pages.
The setting is in SettingsCustomersCustomers page and saves immediately when changed.
Open its own pageFull guide: Set up the Customers page and customer fields
Can I delete a built-in email?
No. Built-in email templates cannot be deleted. You can duplicate a template to create another version, then edit and publish the copy.
An unwanted copy can be deleted where allowed, but deletion removes its version history. Brands assigned to a deleted copy fall back to the group's default design.
Open its own pageFull guide: Create email templates and assign brand designs
Where are the email templates in Settings?
Email designs and subjects are in SettingsBrandingEmails. Sending setup, recipients, reply routing, quick replies, and delivery history are under Messages & notifications. Use Branding to change an email's content or appearance.
Use Messages & notifications to change sending or investigate delivery.
Open its own pageFull guide: Messages & notifications settings
Can I undo a change to a quote, template or vendor?
Yes. Open the record's Activity, choose Version history, and click Restore this version on the saved version you need. Review Current and After restore before confirming Restore version N.
Your role must be allowed to edit the record, and normal locks still apply. Restoring adds a saved version and keeps the later history.
Open its own pageFull guide: See what changed and restore an earlier version