Why does Unassigned appear in my sales report?
Unassigned holds revenue that has no credited salesperson, so the salesperson revenue rows still add up to the report's total.
Split sales contribute each person's sales-credit share to their row. Check the order's sales credit if revenue appears unassigned when your team intended to credit someone.
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People also ask
From other topicsA vendor appeared that I never added. Where did it come from?
OrderPilot creates a missing vendor when someone chooses a Shopify product with that vendor on a quote. Installation and Sync from Shopify also bring in vendor names.
New imported vendors are active Shopify records. Open the vendor to add purchasing contact details, since a Shopify vendor name does not supply a purchase-order email address.
Can more than one customer choice list appear as tags?
No. Only one customer choice list can supply the tags beside a customer's name. Choose the list in SettingsCustomersCustomer tags, or tick Show as tags beside the customer's name in its field dialog.
Choosing a different list replaces the previous list's tags; choosing None hides them.
Open its own pageFull guide: Set up the Customers page and customer fields
Why doesn't Use stock unit appear?
Use stock unit appears only on a saved made-to-order template line when matching stock at its location covers the entire quantity. Save or discard unsaved changes, then check the exact options, quantity and location. Stock of a similar configuration or only part of the required quantity does not qualify.
Open its own pageFull guide: Order a new unit or sell from stock
Will OrderPilot quotes and orders appear in Shopify?
Yes, creating a quote or order in OrderPilot creates a linked Shopify draft order. The placement or payment route later turns the main draft into a Shopify order.
Unfinished work saved with Save as Draft stays in OrderPilot. A separate deposit order or a sale split for tax can create additional linked Shopify records.
Open its own pageFull guide: How OrderPilot syncs with Shopify