Set template locations, tax categories and services

Before you start

Category is OrderPilot's grouping and becomes the Shopify product type. Tax category is Shopify's separate product category.

Choose who can add it

1. 1

   Step 1: Open location availability

   Open the template from Products. Under Organization, find Who can add it and click Edit.

   The Brands and locations picker opens for staff and POS availability.

2. 2

   Step 2: Choose the permitted locations

   Choose All locations, a brand, or the specific locations that can sell the template. Click Done.

   The summary shows the selection, such as a location followed by + 2 more. It reads Unsaved until the page is saved.

   

3. 3

   Step 3: Save the availability

   Save with the Save bar. Staff at other locations no longer see the template in their product pickers.

   For customer-facing publication, use Put a template online.

Set the tax category

1. 1

   Step 1: Search Shopify's categories

   In Organization, find Tax category. Enter at least 2 letters in Search Shopify categories…, such as sofa.

   Results load as you scroll, 25 at a time. Choose the category you intend to use; its full name appears in the field.

   

2. 2

   Step 2: Save or clear the choice

   Save the template. Its catalog sync writes the category to the Shopify product separately from the title and price.

   To change it, search again and choose another category. To remove it, clear the field with the x and save.

   

   If Shopify refuses the category, other product updates can still complete. Read the message beneath the field before assuming the category reached Shopify.

   Warning

   Tracked options use separate Shopify add-on products without a product category. Their prices use Shopify's default rate; untracked options remain part of the template line.

   See Option pricing and stock before deciding whether an option should be tracked.

Set categories through the CSV

1. 1

   Step 1: Export the templates

   Use Import and export templates to export the products you need. Find the Tax category column.

   The export provides the template rows and their current category IDs.

2. 2

   Step 2: Enter category IDs and check

   Use a Shopify category ID, such as gid://shopify/TaxonomyCategory/fr-1-2 or fr-1-2. Blank means none.

   Import and check the file. Invalid or retired category IDs appear as row issues; a failed Shopify connection prevents the check.

   Choose an ID from the template editor or Shopify's taxonomy. Do not treat an example ID as the correct category for every product.

Make a template a service

1. 1

   Step 1: Change the product type

   Open the template's title card. Set Product type to Service, then save with the Save bar.

   The header shows Service. New service lines have no delivery, pickup or hand-over and never go on a purchase order.

   

   A line with a tracked option cannot be a service. Once an order is placed, its lines cannot change service status.

What happens next

Services reach Shopify as items that need no shipping. An order containing only services ships nothing unless a fee requires shipping.

The CSV uses Physical product with yes or no for this distinction. Keep that setting aligned with what the customer is buying.

Tax-category changes appear in template history. Restoring an earlier version restores its category and queues another sync; duplication copies the category too.

Clearing a category removes Shopify's value only while it is still owned by OrderPilot's previous write. A category set directly in Shopify is left alone.

If something goes wrong