Find your way around OrderPilot

7 min readUpdated 31 Oct 2026Basics

Find the page, sale or setting you need without losing your place. OrderPilot's menus follow your role, while Home brings recent work and outstanding tasks together.

The location chip changes your working location or a list's filter. Home and Analytics cover all locations, so their totals do not change with that chip.

Before you start

Which pages can you use?

Your role controls the menu entries you see. Home search and Continue working need View quotes and orders.

Are optional pages enabled?

Customers and Review appear in menus only when turned on. Their absence does not mean that your customer or quote has disappeared.

Which figures are you reading?

Home totals cover every location. Check the reporting period before comparing them with another report.

Get around the menus

Area	What you find there
Header row	Home, Quotes, Orders, Customers, Review, Purchase Orders, Warranty, Products and Academy, followed by Search Settings, the location chip and Settings.
More	Header entries that do not fit in the available space. On a phone, Open navigation menu can hold the navigation.
Shopify sidebar	Home, Inbox, Quotes, Orders, Customers, Review, Purchase Orders, Warranty, Products, Analytics, Academy and Settings. Your role and optional-page settings filter this list.
Shopify title bar	Inbox, with a count of conversations containing replies new to you. Counts above 99 show 99+.

Analytics appears in Shopify's sidebar, not in OrderPilot's header row. Use Analytics and the sales performance report when you need the detailed reports.

The app header with More open, showing Products and Academy — At narrower widths, entries that do not fit move under More.

The OrderPilot pages under Apps in Shopify’s sidebar — OrderPilot’s pages also appear under Apps in Shopify’s sidebar.

Inbox also announces new replies with an Open or Open Inbox action. The count is about replies new to you, so another staff member can see a different count.

Academy opens the training library inside the app. If Academy unavailable appears, contact support@meetorderpilot.com.

Why a menu entry is missing

Entry	What makes it available
Quotes, Orders, Customers, Review and Warranty	View quotes and orders. Customers and Review also need their page switches enabled.
Inbox	View quotes and orders or View purchase orders.
Purchase Orders	View purchase orders.
Products	View quotes and orders, Manage the catalog, or Change catalog selling prices.
Analytics	View Home and Analytics totals or a commission permission.
Home, Academy and Settings	Always available in navigation. Individual content and actions can still depend on your role.

See Customers settings, Set up order reviews or Give staff access for the relevant setup.

Search for a setting

Click Search Settings in the header, enter a word, then choose a result. Settings opens the matching page and scrolls to the tab or section.

Search detail	How to read it
Page › Tab or Page › Section	The place the result will open.
View only	You can see that setting, but your role cannot change it.
Elsewhere in the app	A related page outside Settings, such as Products for product templates.
No matching result	Every word must match. Try fewer words or the setting's older name.

Search settings showing results for numbering — Each result names the Settings page and section it opens.

Old section names remain searchable. For the delivery setting, search "delivery to customer", "delivery days" or "delivery promise" to find Delivery to customer (days).

Work from Home

Home area	What it shows or opens
Greeting and actions	Hi followed by your name, or Your sales workspace, with a Needs attention summary. Create quote and Create order need Create and edit quotes and orders; New product template needs Manage the catalog.
Failed-sync banner	Records that did not reach Shopify. Inventory does not track until they do. Open the affected record to check and retry.
Setup list	Until setup is done or skipped, Home is the setup list: up to 7 steps, one open at a time. After a skip, a setup bar with Resume setup.
Find a quote or order	A search by reference, customer name or email.
Continue working	Up to 3 recently updated quotes and 3 orders, with customer, number, total, payment, status and update time.
Follow-ups	Open work grouped by the action it needs.
Last 24 hours	A collapsed activity card with up to 8 events; comments are excluded.
How you are tracking	Value tiles and counts for 7D, 30D or 90D. The default is 30D.
Help when you need it	User guide opens Academy. Copy support email appears when the support address is available.

Use Fix a failed Shopify sync for a failed-sync banner, or Install and set up OrderPilot for the checklist.

Follow-ups, Last 24 hours and Setup complete on Home — Follow-ups counts what is waiting and links to each list.

Find or reopen a sale

Choose Quotes or Orders under Search in. Enter a reference, customer name or email, then click Search to open the filtered list.

The button stays greyed out until you enter text. Hover over it for the explanation.

Marcus entered in Home's quote or order search — Enter a reference, customer name or email, then choose Search.

The search opens the list with its salesperson filter set to all salespeople. Your role's access rules still apply; see Find quotes and orders.

Click a recent row in Continue working to reopen it. View all quotes and View all orders open their lists; the address keeps search filters so Back returns to your search.

Read your follow-ups

Row	Action
Orders or quotes failed to sync	Review orders or Review quotes.
Pending review	Review now; without approval permission, Waiting for review and View queue.
Changes requested	Open orders.
Draft quotes	View quotes.
Purchase orders	Open POs; requires View purchase orders.
Unfulfilled orders	View orders.

Only rows with work show initially. All statuses also shows rows at zero; Show open only returns to the shorter list.

Read the totals

The quote and order value tiles need View Home and Analytics totals. For roles limited to some records, STORE-WIDE makes the broader scope explicit.

Comparison badges show change against the previous period. Counts beside the values include Pending review, Changes requested, Draft orders and Sync failures.

Choose the location you work in

Click the location chip and choose a location, or choose All Locations. With brand grouping, the all-locations choice reads All Brands, and locations appear under their brand.

Where you are	What the location choice changes
Quotes, Orders, Review or Purchase Orders	That list's location filter.
Create and edit screens	The working location, subject to the record's restrictions.
Home and Analytics	Neither page is filtered by the chip.

The Select a Location list offers active selling locations and excludes the made-to-order location. Your locations explains location setup and ordering.

Staff assigned to specific locations see only their allowed locations. Give staff access covers those assignments.

When the location is locked

An order's status can lock its location. A placed Shopify order, a linked purchase order, a missing active Shopify draft, an unfinished sync or view-only access can also prevent a change.

Hover over the greyed chip for the reason. On a purchase order, the explanation says that it keeps its own location; leave that page to switch locations.

A locked location chip with its reason — Hover over a greyed location control to see why it cannot change.

What happens next

Lists keep their search and location in the address. A new browser tab starts at All Locations or All Brands, so check the chip before starting a sale.

Settings opens on the first page your role can change. How Settings is organized explains where store setup and customer-facing settings belong.

Example: Marcus calls about his quote

Person	Where they go
Sam Ortiz	Choose Quotes on Home, search "Marcus", and open Marcus Reed's Mira Dining Chair quote.
Jo Park	Open Purchase Orders and choose Warehouse to see that location's work, then return to All Locations.
Nora Ellis	Search "numbering" in Search Settings to open the quote and order numbering settings.

If something goes wrong

A menu entry is missing

Check your role and, for Customers or Review, whether the page is enabled. Analytics is in Shopify's sidebar.

The location chip is greyed out

Hover for its reason. Leave the record page before choosing another working location.

Error loading locations appears

Reload the page to load the available locations again.

A new tab returns to all locations

The choice is remembered separately in each tab. Select your working location again.

Home and Sales performance disagree

Their scope or calculations can differ. Check Analytics and the sales performance report before comparing totals.

Search Settings finds nothing

Reduce the query to fewer words or try an older section name.

Academy unavailable appears

Contact support@meetorderpilot.com so the training-library setup can be checked.