What OrderPilot includes

One app for the whole custom order, start to finish

A Shopify app for furniture stores that handles the whole made-to-order sale, from the first quote and deposit to delivery and warranty years later.

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Quote and sign

Help customers choose, quote and pay for the right piece, wherever they shop.

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Made-to-order products

Quote every fabric, finish and size from the same product rules.

  • Set prices, costs and lead times by option
  • Show fabric swatches and finish choices
  • Capture custom dimensions within allowed ranges
  • Require key choices and hide incompatible combinations

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Online product configuration

Let customers explore your options and buy or request a quote.

  • Choose browsing, quote-only or online purchase modes
  • Offer swatches, images, measurements and text inputs
  • Keep quote-only prices hidden until you send pricing
  • Sell configured pieces through Shopify’s cart and checkout

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Quotes and pricing

Bring the products, prices and details of the sale together.

  • Mix custom products, catalog items and services
  • Apply item discounts and order discounts
  • Add named fees and delivery services
  • Send branded quotes with the right terms

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Showroom selling

Build the quote with your customer, right inside Shopify POS.

  • Configure products on the showroom iPad
  • Find products by search or barcode scan
  • Choose local stock, another store or Order New
  • Sign, take payment and print from the register

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Digital signatures

Make the agreement easy to sign and easy to find later.

  • Sign by link, QR code or showroom iPad
  • Include product terms and warranty details
  • Request a new signature after customer-facing changes
  • Keep the signed PDF with the order

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Deposits and payments

Keep deposits, payments and the balance together on the order.

  • Request deposits with or without Shopify Plus
  • Send checkout links for the amount due
  • Track payments, refunds and the remaining balance
  • Apply Shopify store credit where supported

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Purchase from vendor

Keep vendor orders, incoming stock and costs connected to the customer orders behind them.

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Linked purchase orders

Know which customer orders each vendor purchase is meant to fulfill.

  • Create POs from the exact products sold
  • Group purchases by vendor in one workbench
  • Split an order line across multiple POs
  • Track outstanding quantities against the customer order

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Vendor conversations

Keep the PO, the vendor’s replies and your team’s answers together.

  • Email the PO with its PDF attached
  • Capture vendor replies on the purchase order
  • Keep files and attachments with the conversation
  • See email delivery and opening activity

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Partial receiving

See what arrived, what was rejected and which orders can move forward.

  • Receive deliveries in stages
  • Record received and rejected quantities
  • Hold received units for the orders they cover
  • See what is still outstanding

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Stock by configuration

Keep the exact fabric and finish connected to the stock you sell.

  • Stock the configurations received from vendors
  • Match available units to the customer’s choices
  • Hold sold units until fulfillment
  • Move received stock to the order’s location

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Landed costs

Understand the cost of each piece once freight and other charges are included.

  • Add freight, duty, brokerage and other charges
  • Allocate by value, quantity, weight or manual amount
  • Keep received costs with each receipt
  • See the effect on your order margin

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QuickBooks Online

Connect purchasing, vendor payments and stock costs to your accounting.

  • Connect your company, vendors and accounts
  • Sync POs and bills for each receipt
  • Send vendor payments and receipt corrections
  • Post cost of goods and supported reversals

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Deliver and support

Keep customers informed through delivery, with the details ready when they need help afterward.

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Customer portal

Give customers one place to review, sign, pay and follow their orders.

  • Open from an emailed link without a storefront login
  • See quotes, orders, documents and warranty cover
  • Review selected options and request changes
  • Sign, pay and follow each item’s progress

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Customer conversations

See what the customer needs and keep the conversation with the order.

  • Read email and portal replies together
  • Share photos and PDFs with customers
  • See views, Seen indicators and customer presence
  • Review and apply requested quote changes

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Pickup and delivery

Know which pieces are ready, collected or still on their way.

  • Mix pickup and delivery on one order
  • Track partial shipments and delivered quantities
  • See orders waiting for collection or delivery
  • Record handovers when goods leave the store

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Automatic customer updates

Keep customers informed without writing every update from scratch.

  • Send branded email and SMS updates
  • Notify customers at configured order stages
  • Remind customers about quiet quotes
  • Show what changed when sending a revised quote

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Warranty coverage

Keep the right coverage with each piece, starting when it arrives.

  • Set terms by product, option or vendor
  • Offer paid extended warranty plans
  • Start coverage by delivered or collected unit
  • Look up cover by customer, order or serial

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Claims and repairs

Carry a customer problem through the work needed to put it right.

  • Record claims against the original order and unit
  • Decide coverage, goodwill or paid repair
  • Arrange parts, visits, replacements or money back
  • Track claim costs and vendor recoveries

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Run your business

Give your team shared information, clear permissions and a process that fits your stores.

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Workflows and approvals

Make the next step clear, with the right checks before an order moves.

  • Build your own order statuses and transitions
  • Move stages automatically or with staff approval
  • Send orders through manager review when needed
  • Show customers simpler progress stages

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Customer records

Keep the customer’s details useful across your website, showroom and back office.

  • Create and update customer profiles in Shopify
  • Share addresses, tags and custom customer fields
  • Link company contacts on Shopify B2B stores
  • Store resale certificates by state and expiry

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Branding and documents

Make quotes, emails and customer pages feel like part of your store.

  • Apply a shared brand kit across customer touchpoints
  • Create quotes, invoices, POs and product sheets
  • Choose fonts, colors and document layouts
  • Use the right branding for each location

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Roles and locations

Give each person the access they need for the work they do.

  • Start with sales, operations and administrator roles
  • Control records and locations each person can access
  • Restrict costs, price changes and payment actions
  • Apply permissions in Shopify Admin and POS

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Sales credit and commission

Share credit fairly and see what each salesperson has earned.

  • Split sales credit by order line
  • Set staff rates and permitted line overrides
  • Earn commission on placement or full payment
  • Export commission, refunds and pipeline as CSV

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Reporting and order history

See the work waiting, the numbers behind it and who changed what.

  • Track quote and order values over time
  • Review warranty costs, recoveries and resolution times
  • See activity and changes on each record
  • Compare and restore eligible earlier versions

More to explore

There’s even more to OrderPilot

Explore the details that make a difference to the way your store works.

Reusable option bundles

Set up common choices once, then adapt them to each product.

  • Reuse options across product templates
  • Set template-specific values and defaults
  • Keep a bundle fixed or follow shared changes
  • Track numeric components such as material quantities

Catalog management

Keep a growing vendor catalog organized and easier to maintain.

  • Organize templates by category, vendor, tag or collection
  • Pin favorites and separate draft from active templates
  • Import and export template setups as CSV
  • Validate imports with row-specific error guidance

Compositions and services

Sell a complete set or a service alongside physical products.

  • Add predefined product sets from the Admin picker
  • Keep each component as its own order line
  • Add services such as design time
  • Keep service lines out of purchasing and delivery

Product presentation

Carry useful product details from the first selection to the paperwork.

  • Reuse images, swatches, SKUs and descriptions
  • Keep product specification sheets connected
  • Offer dropdowns, buttons, lists and image cards online
  • Use numeric, text, add-on and information controls

Website controls

Fit quote requests and product choices into your store’s theme.

  • Set quote rules by tag, category or collection
  • Choose whether quote requests require sign-in
  • Share saved designs with a link
  • Style option blocks and hide staff-only choices

Quote details and defaults

Make quotes easier to recognize, update and share with the team.

  • Use your own order and invoice numbering
  • Add a searchable room or project reference
  • Capture order fields, notes and line descriptions
  • Enable quote autosave after the first save

Signature records

Keep the signed agreement and the evidence behind it.

  • Record paper signatures and attach signed scans
  • Retain signing details and superseded signed copies
  • Export signature records by date or in full
  • Set retention periods and order-level legal holds

Payment and tax controls

Keep payment requests and tax choices under the team’s control.

  • Set payment terms and customer payment access
  • Record offline payments and cancel outstanding requests
  • Apply permitted tax overrides with a reason
  • Handle pickup and delivery tax parts together
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Standalone purchasing

Buy stock or additional goods without starting from a customer sale.

  • Create standalone purchase orders
  • Add existing products or create new ones
  • Configure products from templates while creating a PO
  • Keep surplus quantities available as stock

Vendor requirements

Set the details and checks each vendor needs before ordering.

  • Set minimum order quantities and values
  • Choose allowed vendors or offer all vendors
  • Control whether SKUs print on vendor POs
  • Include vendor contacts and requested delivery dates

Purchase order controls

Keep changes to sent purchases visible and manageable.

  • Confirm POs sent outside OrderPilot
  • Edit eligible unreceived lines after sending
  • Resend revised purchase orders
  • Cancel eligible sent POs before receiving

Receipt adjustments

Correct receiving records while keeping the original costs traceable.

  • Review each receipt and its quantities
  • Record corrections with a reason
  • Keep rejected units out of landed-cost allocation
  • Review and correct eligible received costs

Inventory costing

Use the costing method that fits your stock and accounting.

  • Choose FIFO, LIFO or moving weighted average
  • Keep Shopify’s Cost per item updated
  • Track costs on Shopify online and POS fulfillments
  • Restore allocated costs when returns are restocked

Purchasing charges

Keep the extra costs of buying goods with the goods themselves.

  • Track estimated and final purchasing charges
  • Include insurance, handling, tariffs and other costs
  • Convert charge currencies where needed
  • Review charges as receiving is completed

Vendor payments

Follow the money paid before and after the goods arrive.

  • Record payments against the purchase order
  • Choose the bank or credit-card account
  • Send prepayments to QuickBooks as vendor deposits
  • Apply deposits to bills as they become available

Stock destinations

Track where goods are headed before and after they arrive.

  • Choose store, warehouse or dropship destinations
  • Name made-to-order destinations for incoming commitments
  • Choose where each Order New item is headed
  • Receive and transfer goods at subscribed locations
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Portal review tools

Help customers ask about the exact detail they want to change.

  • Pin questions to items, fees, prices or delivery
  • Request valid options, quantities and dimensions
  • Mark items and delivery details as Looks good
  • Request a fresh portal link when needed

Inbox teamwork

Make it clear who needs to reply and what happens next.

  • Assign conversations to the right person
  • Use internal notes and quick replies
  • Filter needs-reply, waiting, unassigned and closed work
  • Flag conversations overdue against your reply goal

Email tools

Write, check and send the right message from the order.

  • Preview emails and attach the relevant PDFs
  • Save drafts and schedule messages
  • Insert order details with merge fields
  • Set reply-to, CC, BCC and salesperson copies

Email designs

Keep every message consistent with the store sending it.

  • Choose themes and edit reusable content blocks
  • Assign brand-specific templates
  • Preview real orders across devices and dark mode
  • Publish, compare and restore template versions

Message sending controls

Manage how messages go out and see what happened afterward.

  • Set up your branded email sending domain
  • Choose reminder templates and sending windows
  • Review send logs and messages as sent
  • Manage delivery warnings and customer unsubscribes

Coverage controls

Handle the exceptions without losing the terms sold to the customer.

  • Set store and category coverage defaults
  • Define exclusions and permitted line-level overrides
  • Keep sold terms and plans on signed documents
  • Record returns, replacements and goodwill coverage changes

Repair coordination

Keep the repair decision, parts and customer charges connected.

  • Keep the coverage check from the reported date
  • Create paid-repair quotes with signature and payment requirements
  • Order parts or take them from stock
  • Record visit results, labor, photos and replacement delivery

Technician job sheets

Give technicians the visit details and paperwork they need.

  • Book visit dates, windows and technicians
  • Print individual jobs or a technician’s day
  • Include parts, photos and permitted amounts to collect
  • Customize branded sheets and completion sections
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Customer profile details

Keep the practical information your team reaches for every day.

  • Maintain Main, Shipping and Billing address roles
  • Organize customer fields into profile sections
  • Choose editable or read-only order-page fields
  • Customize customer columns and see recent activity

Store and brand settings

Keep multiple locations organized without losing local details.

  • Group and reorder locations under brands
  • Set location logos and default product images
  • Add location receipt terms and a terms QR
  • Choose subscribed locations and retain authorized history access

PDF layout controls

Adjust your paperwork to the information each reader needs.

  • Choose themes and rearrange supported components
  • Set header details, dates and validity wording
  • Control optional fields, terms and enabled appendices
  • Preview records before publishing brand assignments

Customer page styles

Make the portal and quote-request pages look at home with your brand.

  • Reuse theme fonts or choose supported fonts
  • Set backgrounds, corners and button styles
  • Customize footer and request-confirmation text
  • Preview desktop and phone layouts with scoped CSS

Detailed access rules

Handle sensitive information and exceptions through clear permissions.

  • Separate record assignment from sales credit
  • Limit access to personal, location or wider records
  • Control refunds, exceptions and commission visibility
  • Keep access changes and blocked actions traceable

Workflow controls

Check process changes before putting them into everyday use.

  • Set event triggers, conditions and connection priority
  • Test a draft map against an order
  • Publish changes and restore earlier map versions
  • Show why a next step is waiting

Collaboration and search

Find the right work and avoid overwriting someone else’s changes.

  • Search partial names, products, SKUs and references
  • Use personal views, filters and live status counts
  • See who else has an order open
  • Keep compatible edits when reloading changed orders

Help and data tools

Get assistance and manage the records your business depends on.

  • Ask Sidekick questions or prepare quotes for review
  • Use searchable settings, setup guidance and the Academy
  • Export customer data and handle supported erasure requests
  • Retry failed Shopify order and catalog syncs
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Give your team the tools they deserve

See what changes when every custom order lives in one place, from the showroom floor to your customer’s front door.