Why is Take Payment greyed out on a quote?
Taking payment on a quote requires Convert quotes to orders, because payment places the sale as an order.
Tap the information icon beside the greyed control for the exact reason.
Payment also waits for saving and tax calculation. A quote in review needs approval access; a locked status can require Force Edit locked orders.
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People also ask
From other topicsWhy is Activate greyed out on my template?
Save or discard the template's unsaved changes before clicking Activate in the header. Closing an editing row with Done does not save the whole page. Use Save in the save bar, then activate the draft.
Why is the location picker greyed out?
The location picker is greyed out when the current record cannot change location. Reasons include a placed Shopify order, a purchase-order link, an unfinished sync, a locking status or view-only access. Hover over the picker for the reason.
A purchase order keeps its own location; leave the record page to choose another working location.
Open its own pageFull guide: Find your way around OrderPilot
Why is By weight greyed out when I add a charge?
By weight is unavailable because purchase orders do not record unit weights. Choose By value, By quantity or Manual instead.
A value split needs known vendor costs; a manual split needs all shares to add up to the charge. Check the allocation preview before saving.
Open its own pageFull guide: Add freight, duty and other costs to a purchase order
Why is Order New greyed out?
Order New needs a tracked Shopify product and an active made-to-order location distinct from the selling store. It can also be blocked by arrival, handover, cancellation or an unfinished Shopify update. Hover over the action in the app, or tap its information icon on POS, to see the reason and next step.
Open its own pageFull guide: Order a new unit or sell from stock