Can I create a quote without a customer?
You can save an OrderPilot draft without a customer, but creating the quote requires one.
Add at least 1 product and choose Save as Draft to keep unfinished work. Reopen the draft later, add the customer and any missing required details, then choose Create Quote.
Did this answer your question?
Thanks. Tell us what was missing at support@meetorderpilot.com.
People also ask
From other topicsCan Shopify POS create quotes?
Shopify POS Pro can save a cart as a draft order for completion later, which supports a basic quote workflow. Shopify explains its draft-order route.
OrderPilot adds a Create Quote tile for configurable furniture, with saved product choices, live pricing and customer signatures. The quote stays connected to payments and vendor purchasing. OrderPilot's POS extension does not require POS Pro.
Why does the payment button say Create Order?
Create Order means the sale has payment due later and no deposit due now. Tapping it places the order in Shopify without collecting money.
Complete any required signature before continuing. The balance remains outstanding and must be collected later.
Open its own pageFull guide: Set payment terms and place pay-later orders
Why does a deposit create a separate Shopify order?
OrderPilot's separate deposit route creates a taxable Shopify order for the deposit amount. Once paid, the deposit counts in Paid and is credited against the main draft as a discount.
The main sale keeps its full total, while its checkout balance reflects the deposit already received. Native Shopify deposit terms use a different route.
Why can’t I create a deposit for the whole balance?
A separate deposit must be greater than zero and less than the balance due. To collect the full balance, choose the whole-balance payment route instead.
Enter the deposit as a percentage or an amount. Check Deposit (tax included) before confirming; tax rounding can change it by a cent.