OrderPilot
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Use OrderPilot in Shopify admin and Sidekick

4 min readUpdated 31 Oct 2026Advanced

Open an OrderPilot record from Shopify, make a location-branded product specification PDF, or ask Sidekick to prepare a quote. These entry points reduce the need to search for the same sale again.

Sidekick can prepare and find information, but you review and save the OrderPilot quote yourself. It doesn't change an existing record.

Before you start

Understand the linked records

Read How OrderPilot syncs with Shopify.

Know how to save the quote

Use Create a quote or order for the final review.

Use a linked sale

The Shopify block opens records created through OrderPilot.

Open OrderPilot from a Shopify order

  1. Step 1: Open the Shopify record

    Open the order or draft order in Shopify admin. Find the OrderPilot block. It can show Looking up linked order… while it checks the connection.

  2. Step 2: Check the linked record

    Read the Quote or Order badge and document number. Confirm that the linked record is the sale you intend to open.

    Shopify order page with the OrderPilot block
    Shopify order page with the OrderPilot block.

  3. Step 3: Open the app record

    Click Open in OrderPilot. The linked quote or order opens in the app, where your normal access applies.

    Not linked means the Shopify record isn't linked to an OrderPilot record. The block doesn't create a new quote from an unrelated Shopify order.

Generate a spec sheet

  1. Step 1: Open the product action

    Open the product in Shopify admin and choose Product Specification from its app actions. The dialog identifies the Branded Specification Document.

    On the product page it's under More actions, below Shopify's own Duplicate, Archive and Delete.

  2. Step 2: Choose the location

    Choose Location for the document's branding; each reads brand → location. Locations follow the configured brand and location order, so check the default: it's the first one, not necessarily your showroom.

    Product Specification dialog with Location chosen
    Product Specification dialog with Location chosen.

    Use the location whose details should appear on the sheet. A trade customer viewing an Arden Dining Table may need the showroom's branded specification.

  3. Step 3: Generate and download

    Click Generate PDF. When the dialog says Spec sheet ready, click Download PDF, then OK.

    For document styling, use quote and order PDFs. This action creates the product sheet; it doesn't place a sale.

Use Sidekick with OrderPilot

  1. Step 1: Ask for a quote draft

    Open Sidekick and describe the customer, product, options, and fees. For example, ask for Olivia Bennett's Linden Sofa in Sage Velvet with White Glove Delivery.

    Sidekick opens the OrderPilot create form with the supplied information filled in. Review the selected product and customer before accepting the draft.

  2. Step 2: Review and save the sale

    Check the quote using Create a quote or order. Complete missing choices and save it yourself. Sidekick doesn't save the record.

    A draft can be restored within 30 seconds after leaving. Start fresh instead clears the restored draft when it isn't the one you want.

  3. Step 3: Ask for an existing record or answer

    Ask whether a quote is paid, find the order behind PO-10001, or ask how to perform an OrderPilot task. Read the returned status, total, link, or guidance.

    Sidekick's how-to answers come from Academy material. If an action isn't supported directly, it returns a link so you can continue in the app.

Other Sidekick lookups

What Sidekick can look up

Sidekick can find orders by number, customer name or email, PO number, or tag. It can also look up orders needing review, purchase orders, order emails, incoming stock, and settings.

It can open an OrderPilot page or find documentation. These lookups don't authorize it to edit an existing sale.

What happens next

The Shopify block opens the linked app record. Product Specification gives you a downloadable PDF. Sidekick's filled form becomes a saved record only when you review and save it.

Example: a trade specification and a sofa quote

Example · Harlow & Finch Interiors

Use the appropriate Shopify entry point

Sam Ortiz starts from Shopify admin.

  1. He opens Priya Shah's linked order through Open in OrderPilot.
  2. He opens the Arden Dining Table's Product Specification action.
  3. He chooses Showroom and downloads the branded PDF.
  4. He asks Sidekick to prepare Olivia Bennett's Linden Sofa quote.
  5. He checks the filled form and saves the quote himself.

If something goes wrong

The block says Not linked

The Shopify record wasn't linked through OrderPilot. Find the intended sale in the app.

The linked order lookup fails

Retry after checking access; retain the exact message if it persists.

Product locations won't load

Retry the product action.

The PDF won't generate

Check the selected product and location, then try again.

Sidekick isn't available

Its availability is controlled by Shopify; use the app's create and search screens directly.

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