Why can't a salesperson see a newly created template?
Check that the template is active and its Who can add it settings allow the salesperson and location.
A draft template is not offered for a new quote or order. Clear picker filters and search by name, SKU, vendor or category.
For Shopify products on POS, also check Point of Sale channel availability.
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People also ask
From other topicsWhat happens to my templates when I delete a category?
Deleting a category removes that category from its templates; the templates themselves remain. Direct subcategories move to the top level.
Affected Shopify product types are re-synced or cleared if no category remains. OrderPilot does not check whether templates use the category before deletion, so review those templates first.
Do bundle changes change my template prices?
No. Bundle changes do not replace prices, costs or lead times set on a template.
A bundle passes on options, offered values and rules to templates that follow it. Change template-specific prices on the template itself, and check whether an option is locked before expecting other bundle changes to appear.
Is Required set on the option or on the template?
Set When ordering to Required or Optional on the bundle or template. The shared option page has no Required control. A bundle also offers Inherit, which uses the option's stored Required setting; choose an explicit requirement when staff must complete the choice.
Why can't I see my template in Shopify?
A draft template is not sent to Shopify; save it and click Activate when it is ready to sell. For an active template, check its sync badge and the Needs sync view in Products. Use Sync to Shopify for Not synced, or fix the reported error and choose Retry sync for Sync failed.
Open its own pageFull guide: How templates sync to Shopify products