Manage your subscription and covered locations

Before you start

The subscription covers the selected locations on its billing cycle. Review the amount presented by Shopify before approving; this guide doesn't set subscription prices.

The dedicated made-to-order location is free for Order New while the store has an active subscription. It isn't a free selling or receiving location. See Order New and floor stock.

Change your plan or locations

1. 1

   Step 1: Review the subscription

   Go to Settings›Account & data›Subscription. The card shows your plan and its price, the next bill, how many locations are on the plan, what the plan includes and what the next plan adds.

2. 2

   Step 2: Open Manage plan

   Click Manage plan (or Change locations). It opens full screen, with the same plans and location blocks as the install page. Your plan says Current plan, and each location on it says Subscribed.

3. 3

   Step 3: Pick the plan and locations

   Pick another plan, switch Monthly or Yearly, or tick and untick locations. Blocks you add say Adding, blocks you remove say Removing, and the total bar shows the new price beside the old one. A plan that covers fewer locations than you've ticked is greyed and says how many to untick.

4. 4

   Step 4: Approve the change

   Click Continue to Shopify and approve the new price on Shopify's page. A smaller plan or a removed location asks once first, in Review your change. Your plan stays as it is until you approve; swapping one location for another at the same price takes effect straight away (Update locations).

   Warning

   Removing a location cancels its scheduled sends

   Messages scheduled for that location stop when it is removed. Its quotes and orders stay, but your team can't start new ones there.

   A deleted or inactive Shopify location comes off with your next change. Manage plan lists it above the plans.

Pending location changes

Fix Location subscription required

1. 1

   Step 1: Read the location reason

   Hover over the unavailable action. The reason identifies the unbilled location or pending billing change. Location subscription required can appear on a quote, order, or purchase order.

2. 2

   Step 2: Complete the location setup

   Use Manage plan to add the location, or finish its pending approval under Subscription. After approval, return to the record and check the action again.

   If Shopify made the location inactive, choose an active billed location. If no location is billed, add one before attempting the action.

3. 3

   Step 3: Move an order when appropriate

   On an order, Move to a billed location lets you choose a subscribed location. This changes the order's location; review that choice against where the sale belongs.

   The made-to-order location is only for Order New commitments. Choose a subscribed location for selling, receiving, transfers, or repair work.

   Customers see neutral availability messages instead of billing details. A signing failure may say Signing is temporarily unavailable. Please contact the store.

Check access on POS

Receipts and signing QR codes also require location access. Ask someone with Manage billing to check the subscription in the OrderPilot app.

Cancel your subscription

1. 1

   Step 1: Save the records you need

   Download necessary documents before cancelling. For signature evidence, follow signature records. Read data and uninstall behavior before deciding whether to remove the app too.

2. 2

   Step 2: Review cancellation

   Under Subscription, click Cancel subscription. Read Cancel your subscription?, including the effect on the whole store and pending billing requests.

3. 3

   Step 3: Confirm or keep the subscription

   Click Cancel subscription to proceed, or Keep subscription to leave it active. Confirmation explains that Shopify handles eligible unused-period credits.

   Warning

   Cancellation stops normal access immediately

   The entire shop returns to the subscription screen, and scheduled emails and texts stop. Restoring access requires a new Shopify approval, and previous promotional terms may not return.

   Unticking every location on Manage plan turns its button into Cancel subscription, which opens the same confirmation. It isn't a way to keep the app active with no covered locations.

What happens next

Newly added locations support actions once Shopify approves. Cancelled subscriptions restart from the initial subscription screen when you subscribe again.

Stores carried into location-based billing begin with their active locations enrolled. Review the current list rather than assuming a warehouse was excluded because nobody selected it recently.

If something goes wrong