Do I need a DMARC record?
DMARC is recommended for OrderPilot's sending setup, but it isn't required to complete that setup.
Review DMARC shows the current result and a copy-ready record when one is missing. The starter policy is v=DMARC1; p=none;.
If your domain already has a record that needs fixing, repair it instead of adding a second one.
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From other topicsCan we keep our records if we stop using OrderPilot?
Download the documents and reports you need before uninstalling OrderPilot, and export signature evidence separately. Uninstalling ends app access and begins the data-erasure process, with specified records retained.
OrderPilot-created Shopify products remain in Shopify. Do not treat reinstalling as a guaranteed way to recover your quotes and orders.
Open its own pageFull guide: Handle data requests, reset settings, or uninstall
Do payments and fulfillment recorded in Shopify update OrderPilot?
Yes, Shopify sends payment, fulfillment, refund and cancellation updates back to linked OrderPilot sales. Staff can follow the customer sale without entering those events twice.
Updates are processed in the background, so check the sync and payment states before continuing. A customer signature, payment and delivery are separate facts about the sale.
Open its own pageFull guide: How OrderPilot syncs with Shopify
How do I record a cash or check payment?
Open Collect payment on the order to record cash, a check or a bank transfer you have already received. The action does not charge the customer.
On a draft, recording the whole payment also creates the Shopify order. On a placed order without Shopify Plus, Mark as paid records the whole outstanding balance.
Can I record a copy the customer signed elsewhere on POS?
No. POS does not offer a general action for recording a copy signed elsewhere.
Use Print to Sign for the current agreement signed in the store, then confirm it with Mark as Signed. OrderPilot's app also has no general Record Signed Copy action.
An existing paper-signature record can have a scan attached through Signature history.
Open its own pageFull guide: Sign in the showroom: on the iPad, by QR code or on paper