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- What does OrderPilot set up when I install it?OrderPilot adds starter statuses, catalog records, fees and branding, and brings in your active Shopify locations and product vendor names.
- Can I import my existing open orders and quotes?No. OrderPilot does not import existing open quotes or orders; create those records in OrderPilot.
- What is the difference between the OrderPilot app and the POS extension?OrderPilot in Shopify admin handles store setup and back-office work, while its Shopify POS tiles handle showroom sales.
- Why won't a setup step tick?Each step on the setup list ticks itself from real data: your logo and name confirmed, a verified sending domain, an opened POS tile, the OrderPilot block on your live theme, a saved product template, a test quote.
- Can I go back to setup after skipping it?Yes. After Skip setup, Home, Quotes, Orders and Create quote or order show a setup bar with what's left.
- Does Home show figures for all my locations?Yes. Home and Analytics cover all locations; the location picker in the header does not filter their totals.
- Why is Purchase Orders or another page missing from my menu?A missing page can be hidden by your role, an optional-page setting or the available menu space.
- Why is the location picker greyed out?The location picker is greyed out when the current record cannot change location.
- Why does a new browser tab show All Locations again?OrderPilot remembers the working location separately in each browser tab, so a new tab starts at All Locations.
- Can I undo a change to a quote, template or vendor?Yes. Open the record's Activity, choose Version history, and click Restore this version on the saved version you need.
- Why can't I see the setup list?The setup list needs Manage shop settings, so someone without it sees Home as usual.
- Why are my statuses or options empty after installation?OrderPilot can still be finishing setup after your first sign-in, so starter statuses and options may appear a moment later.
- How do I find a setting without opening every Settings page?Click Search Settings in the header, enter a word, and choose a result to open its page and section.
- Does restoring an order also restore its old status?No. Restoring a quote or order leaves its status, review flag, customer's current profile and costs unchanged.