Showroom (POS)
- Can the receipt link to the customer's order?Yes. At Settings › Branding › POS receipt, choose Portal link under QR code, then save.
- Does each salesperson need their own POS login?No separate email-and-password sign-in is needed between salespeople using a shared register.
- Why is the POS register view only?The register can become view-only when OrderPilot cannot identify the PIN user or that person is not yet in OrderPilot.
- Why don't I see the OrderPilot tiles on POS?Check that the saved smart-grid layout includes the OrderPilot tiles and is assigned to the iPad's location.
- Why does a tile say Access restricted?Access restricted means your role cannot use that tile; tap it to read the reason.
- Why does Tax say Calculating… on POS?Calculating… means Shopify has not returned the saved quote or order's tax yet.
- Why is the tax on a new quote only an estimate?Tax is an estimate before the quote is saved because Shopify sets the final tax after saving and syncing.
- Who gets credit for a sale made on a shared iPad?In PIN-based mode, a new sale credits the identified staff member who entered their PIN.
- Why aren't quotes in the Print Receipt list?The Print Receipt tile lists orders only.
- How do I add terms or a QR code to POS receipts?Set Receipt terms (short) for each location at Settings › Business & locations › Terms & payments.
- Can I sell in another currency on Shopify POS?No. OrderPilot quotes and orders use your Shopify shop's currency, and POS shows their amounts in it; there's no currency choice per sale.
- Does OrderPilot work offline on POS?No. Every OrderPilot screen on Shopify POS needs an internet connection.
- Do I need Shopify POS Pro to use OrderPilot?No. OrderPilot's Shopify POS extension doesn't require Shopify POS Pro.
- What can't I do on POS?Use the OrderPilot app in Shopify admin for purchase orders, receiving, settings, warranty claims, serial-number entry and manual status picking.
- What does Mine show in the Orders & Quotes list?Mine shows quotes and orders crediting the staff member identified on POS.
- Why can't I change Sold by on POS?Changing Sold by needs Change sales credit; ask an administrator to check your role if that permission is missing.
- Can a manager see vendor costs on Shopify POS?No. Vendor costs never appear in OrderPilot on Shopify POS, even when the person's app role includes View costs.
- Why can’t I save a salesperson split on POS?The sales-credit shares must total 100% before the split can be saved.
- What should I check when a POS receipt will not print?Check the receipt printer's connection and the iPad's Wi-Fi, then retry Print.
- What do I do when POS says the order was created but payment did not open?Open Shopify POS's Orders, find the existing order, and collect payment there.
- Does opening an order on another iPad change its location?No. An existing OrderPilot order keeps its original location when opened at another register.
- Why is there no payment button on a saved POS draft?Save as Draft keeps unfinished work in OrderPilot without creating a Shopify draft order, so that record has no payment button.
- Why can’t I create a quote on POS?A new quote needs a customer and at least 1 product, and each item needs its required options.