OrderPilot on Shopify POS

6 min readUpdated 31 Oct 2026Basics

Build a quote, collect payment and keep the back office informed from your showroom iPad. OrderPilot opens inside Shopify POS and uses the same records as the app in Shopify admin.

How it works

The smart grid has 4 OrderPilot tiles. Each opens a part of OrderPilot without leaving the register. Set up the tiles before your team starts selling.

1Create QuoteBuild the customer's piece and save the quote.
2Customer signatureAsk the customer to approve their quote.
3Take PaymentPrepare the order for payment.
4Collect paymentTake payment through Shopify POS.
5Hand overRecord the items the customer takes.

A new record uses the register's location. Opening an existing order at another register keeps that order's original location.

Save as Draft keeps unfinished work in OrderPilot. Create Quote sends the quote to Shopify as a draft order. Create Order creates a Shopify draft order and continues to payment.

Take Payment converts the Shopify draft into an unpaid Shopify order before opening Shopify's payment screen. Preparing that order does not collect the customer's money.

Every OrderPilot screen needs a connection to its server. There is no offline OrderPilot workflow. Vendor costs never appear on POS, even for a person whose app role can view costs.

Shopify calculates tax. A new quote can show an estimate, while a saved quote waits for Shopify's calculation. All amounts use your shop's currency.

Where you'll see it

Tile	Opens	Permission needed
Orders & Quotes	The list of saved records	View quotes and orders
Create Quote	A new quote	Create and edit quotes and orders
Create Order	A new order	Create and edit quotes and orders
Print Receipt	Orders available for receipt printing	View quotes and orders

A tile shows Access restricted when the person using it lacks access. Tile access does not grant every action inside the order.

The 4 OrderPilot tiles on the showroom smart grid — The OrderPilot tiles open your showroom tools.

The Orders & Quotes list

Find saved quotes and orders through Search customer or order #. All is the default tab; Mine shows records crediting the identified staff member.

Status chips narrow the list. More exposes additional chips and Less folds them away. The list loads 20 rows at a time, followed by Load More Orders.

Rows show the customer, record number, date, status, signature badge and payment badge. They also show the total, item count and Vendor not chosen when applicable. A partial payment appears as Partial Paid in the list.

The order screen

Area	What you read or do
Customer	Check who the quote belongs to and the address under Ships to.
Sold by	See who receives sales credit. Signature and payment badges summarize the customer's progress.
Items	Read the products, chosen options and fees. Quote information holds the additional order details.
Activity	Read the latest 3 entries, add a comment or choose See all updates.
Balance due	Read the outstanding amount and Paid amounts against the total.
Get Customer Signature	Open the signing choices. An electronically signed record offers View Signed Quote or View Signed Order.
Payment History	Review recorded payments.
Print	Choose Print Quote or Print Order, Print Receipt, or Cancel.
Summary	Review Subtotal, Item Discounts, shipping, discount, tax, total and Payment Terms.
Special notes	Read the notes saved with the record.
Fulfillment details	Review linked purchasing or serial-number information when present.
Delete quote	Remove a quote through its quote-only action.

Signature badges distinguish Signed, Signed on paper, Not signed and No signature needed. Payment badges on this screen read Paid, Partly paid or Unpaid.

The save bar appears for unsaved changes and unfinished drafts. It does not remain visible after every saved order.

Olivia's quote with items and payment summary — The items and balance belong to the same saved quote.

The choices you have

You can edit a quote, collect signatures, take payments, check stock and credit salespeople on POS. You can also handle pickup and delivery and print documents.

Purchasing, receiving, settings, warranty claims and serial-number entry belong in the app. Force Convert, product compositions and marking a line as a service also stay there. Separate deposit orders for shops without Shopify Plus are not offered on POS.

Note

OrderPilot does not require Shopify POS Pro. Native percentage deposits on POS require Shopify Plus.

The payment button explains the next available action.

Button	Meaning
Paid in full	Nothing remains to collect
Calculating tax…	Wait for Shopify's tax before payment
Create Order	Payment is due later and no deposit is due now
Take Deposit	Only the required deposit is due now
Take Payment	Continue to payment for the amount due

A draft saved only in OrderPilot has no payment button.

Read the tax state

Tax display	What to do
Estimated tax	Treat the amount as an estimate before saving
By Shopify	Save so Shopify can calculate tax
Calculating…	Wait; the total still shows + tax
Not calculated yet · Refresh	Tap Refresh to request the latest calculation
A tax amount	Review the calculated total before taking payment

The screen checks for tax for about 30 seconds before offering Refresh. A refresh can report Tax updated or ask you to try again shortly.

Pickup and delivery choices affect tax. Store pickup uses the store address; delivery uses the customer's shipping address. A mixed handover can change the amount due.

A template's Tax category determines Shopify's rate for its template line. An uncategorized template uses Shopify's default rate. Tracked option prices also use the default rate.

Orders stay in the shop's currency. A shipping amount entered in another currency is refused, and payment cannot proceed against a Shopify order in another currency.

Example: one sofa, two screens

Sam Ortiz creates Olivia Bennett's Linden Sofa quote at Harlow & Finch Interiors. Olivia chooses Sage Velvet and Feather Blend, with White Glove Delivery.

Jo Park opens the same quote in the app. Once the order is ready for purchasing, Jo prepares the Atelier Homeworks purchase order. Nobody re-enters Olivia's selections.

Marcus Reed's sale has a different handover: 2 Mira Dining Chairs leave the showroom today, while an Arden Dining Table goes to his address. Sam checks each handover choice before collecting payment because the tax locations differ.

Do it

Start with your showroom iPad setup, then create a quote. Use showroom signing when the customer is ready to approve.

For shared registers, read staff PINs. Finish with receipt printing, or use POS troubleshooting when a screen blocks progress.