Can I import my existing open orders and quotes?
No. OrderPilot does not import existing open quotes or orders; create those records in OrderPilot.
CSV imports are available for product templates and options.
Prepare your catalog first, then create the open sales your team needs to continue managing.
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People also ask
From other topicsDoes lead time print on the quote or the purchase order?
No. OrderPilot's calculated lead times do not appear on quote PDFs or purchase orders.
The full order calculation is shown in the app, and is also absent from POS, emails and the customer portal. A template's slowest option lead time can appear online when Show lead time is on.
Open its own pageFull guide: Set up lead times for vendors and options
Why doesn't my order field show on the online quote request?
Online quote requests show only active order fields whose Location visibility is All locations. Open the field at SettingsQuotes & ordersOrder fields and check its visibility. If the field is archived, restore it before expecting customers to see it.
Open its own pageFull guide: Create order fields and save fees
Can we move existing orders, deposits and paperwork into OrderPilot?
Confirm the migration scope before relying on OrderPilot to carry over existing orders, deposits and paperwork. Catalog CSV import covers templates, options and values; it is not a confirmed import route for historical sales. Shopify drafts created outside OrderPilot are not automatically adopted.
Open its own pageFull guide: Import and export templates with a CSV
Can I use one of my existing locations for Order New?
No. Only a location created through OrderPilot's Create made-to-order location action receives the free made-to-order role.
Renaming an existing Shopify location does not qualify it. Items already waiting at an older destination keep that saved destination; new Order New items require an explicit made-to-order location choice.
Open its own pageFull guide: Order a new unit or sell from stock