Can I tag several quotes or orders at once?
Yes. Filter the Quotes or Orders list, tick the intended records, then choose Add tags or Remove tags.
Pick the tags and save after checking the selected count.
You need Create and edit quotes and orders, and the records must fall within your role's allowed change scope.
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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 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.
Can OrderPilot support several showrooms and a warehouse?
Yes, OrderPilot uses your Shopify locations for showroom sales and warehouse work. Staff access can be limited by location, while purchasing and receiving stay connected to the customer sale.
Choose an OrderPilot plan that covers the locations where your team works, including physical receiving locations. A made-to-order location holds order commitments and is separate from a physical warehouse.