Is OrderPilot right for you?
12 answers- What is OrderPilot, and who is it for?
- Is OrderPilot suitable for a single furniture showroom?
- Can OrderPilot support several showrooms and a warehouse?
OrderPilot Academy · FAQ
How can we help?
Most asked
12 of 685 answersDo deposits require Shopify Plus?No. OrderPilot's separate deposit orders work on any Shopify plan once Deposit orders is on: staff create the deposit in the app before the main sale is placed, and the paid deposit is credited against that sale.Payments and signaturesWhat is OrderPilot, and who is it for?OrderPilot is a Shopify app for furniture and home stores that sell made-to-order and special-order products.Is OrderPilot right for you?How much does OrderPilot cost?OrderPilot costs $60 for Essentials, $90 for Growth or $120 for Professional per billed location per month on monthly billing.Pricing and plansCan a customer sign a quote on their phone?Yes. A customer can sign an OrderPilot quote on their phone from the link you send or a showroom QR code, with no store account.Customers and portalWhy is no order listed in the PO Workbench?The PO Workbench lists eligible orders at the chosen Fulfillment Location with physical items still needing purchase orders.PurchasingWhy can't I see my template in Shopify?A draft template is not sent to Shopify; save it and click Activate when it is ready to sell.CatalogDo I need my own domain to send emails from OrderPilot?Yes. OrderPilot sends customer emails from an address on a domain you control.Emails and messagesMy customer lost their portal PIN. What do they do?Ask the customer to choose Email my PIN on the portal's PIN screen.Customers and portalWhen does a salesperson earn commission?Commission is earned when the order is placed by default.Team and permissionsWhen does warranty cover start?Warranty coverage starts for each unit when delivery or collection is recorded.Warranty and serviceCan I refund a customer from OrderPilot?Yes, Refund Payment records a cash refund that you return yourself.Payments and signaturesDoes OrderPilot change my theme?No. OrderPilot does not edit your theme for you.Online store
Before you choose OrderPilot
For store owners comparing optionsOrderPilot and Shopify
11 answers- Do we need a Shopify store to use OrderPilot?
- Can the showroom and back office work on the same customer order?
- Can Shopify POS create quotes?
Selling made-to-order on Shopify
21 answers- Can Shopify handle special orders for a furniture store?
- How can I take a deposit on a custom sofa in Shopify?
- Is a furniture special order the same as a Shopify pre-order?
Pricing and plans
17 answers- How much does OrderPilot cost?
- Is annual billing available for OrderPilot?
- How do we pay for our OrderPilot subscription?
Getting started and support
12 answers- What do we need before installing OrderPilot?
- How long does OrderPilot take to set up?
- What should we prepare before setting up our furniture catalog?
Using OrderPilot
Three questions from each topic; search finds the restGet started
14 answers- What does OrderPilot set up when I install it?
- Can I import my existing open orders and quotes?
- What is the difference between the OrderPilot app and the POS extension?
Quotes and orders
119 answers- Why can't I add a template's Shopify product or an Add-On product on its own?
- What happens when a customer asks for a change after signing?
- How do I stop charging tax to a reseller?
Payments and signatures
50 answers- Can I edit a quote after the customer has signed it?
- Why does this quote say it needs a signature?
- Do signing links expire?
Showroom (POS)
23 answers- Can the receipt link to the customer's order?
- Does each salesperson need their own POS login?
- Why is the POS register view only?
Purchasing
65 answers- Where do I see purchase orders waiting to be received?
- Why is no order listed in the PO Workbench?
- Which order statuses can go on a purchase order?
Inventory and costs
24 answers- Does receiving update Shopify right away?
- Why didn't my Shopify inventory change after receiving?
- Why does my template product have new variants in Shopify?
Catalog
55 answers- What is the difference between options and order fields?
- How many levels deep can categories go?
- Do categories decide which options a product shows?
Statuses and workflow
23 answers- Can I rename built-in statuses?
- Is there still an Approved status?
- Which statuses change on their own?
Customers and portal
34 answers- Do customers need an account on my store to see their quote?
- My customer lost their portal PIN. What do they do?
- A portal link went to the wrong person. What do I do?
Online store
40 answers- Does OrderPilot change my theme?
- I changed a template's options. Why doesn't the product page show it yet?
- Can customers buy a custom product with Add to cart?
Emails and messages
45 answers- Why isn't my automatic email in the Inbox?
- Do I need my own domain to send emails from OrderPilot?
- Why did my customer get an email when nobody pressed Send?
Branding
14 answers- Where do I change my logo for emails and the customer portal?
- I applied a look to all assets. Why didn't my emails change?
- Can I change the agreement customers accept when signing?
Warranty and service
34 answers- What is the difference between Not set and 0 months?
- When does warranty cover start?
- Does a refund end warranty cover?
Team and permissions
24 answers- A staff member isn't in the Staff list. Why?
- What does a new staff member get before I give them a role?
- Can I turn roles off?
Settings and integrations
35 answers- Where did the General tab and the old Settings sections go?
- Do settings apply only to me?
- Why is a Settings page View only for me?
Reports
13 answers- Where is Analytics?
- Why can't a salesperson see the Commission tab?
- Why does Unassigned appear in my sales report?
Didn’t find your answer?
Send us a message or email support@meetorderpilot.com, and a person who knows furniture retail will answer.