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Install OrderPilot, find your way around and see how it uses Shopify.

  • 7 guides
  • About 37 minutes in all
  • Updated 3 Nov 2026

Seven guides, in the order you’ll use them

I just installed OrderPilot
  1. GUIDE 1 · 6 MIN

    Welcome to OrderPilot

    What OrderPilot does in your Shopify store from quote to delivery, where you'll find it, and what it sets up when you install it.

    Start guide 1

    YOU’LL BE ABLE TO

    • Follow a sale from quote to delivery in OrderPilot
    • Know where OrderPilot shows up: Shopify admin, POS, customer pages and Shopify's own pages
    • See the statuses, options, fees and records OrderPilot adds at install
  2. GUIDE 2 · 6 MIN

    Install and set up OrderPilot

    Install OrderPilot, choose a plan and the locations it covers, then work through the setup list on Home to your first test quote.

    Start guide 2

    YOU’LL BE ABLE TO

    • Install OrderPilot and choose a plan and its locations
    • Approve the subscription in Shopify
    • Work through the setup list on Home, one step at a time
  3. GUIDE 3 · 7 MIN

    Find your way around OrderPilot

    Every menu entry and Home card, the top-bar location picker and Search Settings: where things are and why one is missing or greyed.

    Start guide 3

    YOU’LL BE ABLE TO

    • Find pages in the header, More menu and Shopify sidebar
    • Read Home and find a quote or order
    • Choose a working location and understand its restrictions
  4. GUIDE 4 · 6 MIN

    How OrderPilot syncs with Shopify

    What OrderPilot writes to Shopify for each quote and order, what Shopify sends back, and what the sync status on a record means.

    Start guide 4

    YOU’LL BE ABLE TO

    • Know when a quote becomes a Shopify draft order and when it becomes a Shopify order
    • Read the sync status line and badges on a record
    • Know what Shopify sends back: payments, fulfilments, refunds, cancellations and locations
  5. GUIDE 5 · 6 MINIn Settings and integrations

    Bring in your locations

    See how OrderPilot uses your Shopify locations, sync them when one looks out of date, read the Locations tab, and set the order lists show them in.

    Start guide 5

    YOU’LL BE ABLE TO

    • Know what a location, and a brand, changes in OrderPilot
    • Sync your locations from Shopify and read the Locations tab
    • Find a location's menu for terms, display info and default image
  6. GUIDE 6 · 6 MINIn Settings and integrations

    Business details and what each location prints

    Set your company name and support email, then what each location prints: contact details, wire instructions, terms, logo and default image.

    Start guide 6

    YOU’LL BE ABLE TO

    • Set company and location contact details
    • Add domestic and international wire instructions
    • Write location terms and receipt terms
  7. GUIDE 7 · 7 MINIn Team and permissions

    Give staff access

    Give a staff member a role and locations, pre-assign one before they join, suspend or restore access, and see why a teammate is blocked.

    Start guide 7

    YOU’LL BE ABLE TO

    • Give a role and locations to someone who opened OrderPilot, or reserve a role by email
    • Decide what newcomers get before they have a role
    • Suspend and restore someone's access

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