Why are there no checkboxes beside my quotes and orders?
Row checkboxes appear only when your role has at least 1 available bulk action.
Adding or removing tags needs Create and edit quotes and orders; bulk status changes need Change order status. Ask an administrator to check the relevant permission and your allowed record 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.
Will OrderPilot quotes and orders appear in Shopify?
Yes, creating a quote or order in OrderPilot creates a linked Shopify draft order. The placement or payment route later turns the main draft into a Shopify order.
Unfinished work saved with Save as Draft stays in OrderPilot. A separate deposit order or a sale split for tax can create additional linked Shopify records.
Open its own pageFull guide: How OrderPilot syncs with Shopify