Settings and integrations
- Where did the General tab and the old Settings sections go?OrderPilot's settings are organized into 10 pages across 3 groups: Business, Sales & operations, and Customer experience.
- Do settings apply only to me?No. OrderPilot's Settings belong to the store and can affect everyone working in the app and on Shopify POS.
- Why is a Settings page View only for me?Your role doesn't have the permission needed to change that settings area.
- What does Reset settings do?Reset settings restores the store's defaults and cannot be undone.
- Where do I change my store logo?Change the shared store logo in Settings > Branding.
- A new Shopify location isn't showing in OrderPilot. What should I do?Refresh the list in Settings › Business & locations › Locations using Sync from Shopify, or Sync Locations on the brands board.
- Do I need brand grouping?No. Use the flat location list unless parts of your business trade under different names or need separate brand colors and images.
- Can a location belong to more than one brand?No. Each location belongs to one brand or remains Unassigned.
- Why does my PDF show the wrong address or phone?An empty location display field falls back to the Shopify location's address or phone.
- A customer asked for their data. What do I do?Find the request in Settings › Account & data › Customer data requests, choose Prepare file, then Download file when it is ready.
- What happens to my data if I uninstall?Uninstalling OrderPilot stops scheduled messages, ends app sessions, and exports signature evidence to the store owner by email.
- How do I remove OrderPilot's products and metaobjects from Shopify?Uninstalling OrderPilot doesn't remove its products and metaobjects from Shopify.
- What happens when I cancel my subscription?Cancellation stops normal OrderPilot access immediately and returns the whole store to the subscription screen.
- Which QuickBooks plan do I need?OrderPilot's purchasing connection requires QuickBooks Online Plus or Advanced because it uses QuickBooks purchase orders.
- Does OrderPilot send sales invoices to QuickBooks?No. OrderPilot's QuickBooks connection handles purchasing: purchase orders, bills for receipts, corrections, and optional vendor-payment and cost-of-goods posting.
- Can Shopify Sidekick create quotes in OrderPilot?Sidekick can prepare an OrderPilot quote or order form for you to review, but it doesn't save the record.
- Can I get from a Shopify order back to OrderPilot?Yes. On a linked Shopify order or draft order, find the OrderPilot block and choose Open in OrderPilot.
- Why aren't estimated charges on my QuickBooks bill?OrderPilot holds estimated charges out of QuickBooks until you mark them final.
- My older purchase orders aren't in QuickBooks. Why?Only purchase orders sent after you turn purchasing sync on are sent to QuickBooks automatically.
- Why is everything greyed out at one of my locations?The location may be outside your subscription or waiting for Shopify approval of a location change.
- Can staff still see records at a location that isn't on my plan?Yes. Staff can view locations and records their roles allow even when that location isn't subscribed.
- Can I change the order of locations in the picker?Yes, with brand grouping enabled.
- What happens to a brand's locations when I delete it?The locations become Unassigned when you delete their brand.
- Where do I turn on order reviews?Turn on Reviews in Settings › Quotes & orders › Defaults › Approval rules.
- Should OrderPilot post cost of goods if another tool already does?No. Leave Post cost of goods set to Don't post cost of goods when another connection already posts those entries into the QuickBooks company.
- Does ending a pending location change cancel my current subscription?No. End pending location change ends only the unconfirmed request; your current subscription remains.
- Does deactivating a Shopify location remove it from my OrderPilot subscription?No. A deleted or inactive Shopify location can remain billed until you confirm a subscription location change.
- Can I connect a QuickBooks company in a different currency?No. The QuickBooks company must use the same currency as your Shopify store for OrderPilot's purchasing connection.
- Does disconnecting QuickBooks delete records already sent there?No. Disconnecting stops further sends from OrderPilot, while records already in QuickBooks remain.
- Does OrderPilot send stock quantities to QuickBooks?No. Shopify keeps stock quantities; OrderPilot's QuickBooks connection posts purchasing lines to accounts rather than QuickBooks products.
- How do I retry a failed QuickBooks sync?Open the purchase order's QuickBooks card, choose Details, and read QuickBooks said: with the error.
- How long can I download a prepared customer data file?A prepared customer data file is kept for 7 days.
- Does resetting settings affect products on my online store?Yes. Reset settings turns online selling off, and template products leave the Online Store when that setting resets.
- Can Sidekick edit an existing OrderPilot order?No. Sidekick can find and open existing OrderPilot records and answer supported lookups, but it doesn't change an existing sale.
- Why aren't my wire instructions appearing on a document?Wire instructions need to be entered for the document's selected location, and the document layout must include the wire block.