Brands & Locations
OrderPilot uses your store locations from Shopify. Every quote and order belongs to a location, so the app always knows which showroom, warehouse, or store is responsible for it. Each location can also carry its own logo, contact details, payment instructions, and terms, which appear on the documents your customers receive.
For stores that run several locations under different brand names, brand grouping lets you organize those locations under each brand.
This article explains how locations come into OrderPilot, how to edit what each location shows on documents, and how to set up brands.
Before You Start#
Do You Need Brand Grouping?#
If all your locations trade under one name, you don't need brands. Leave brand grouping off and work with a simple list of locations. Turn it on only if you run locations under different brand names, for example two showrooms trading as separate businesses.
Are Your Locations Set Up in Shopify?#
OrderPilot reads your locations from Shopify. Add, rename, or deactivate locations in your Shopify admin under Settings > Locations, and OrderPilot picks up the change automatically.
How Locations Sync From Shopify#
OrderPilot imports your Shopify locations when you install the app and keeps them up to date automatically. When you add, edit, or remove a location in Shopify, the change appears in OrderPilot without any action from you.
If a location ever looks out of date, you can sync manually:
Step 1: From the OrderPilot dashboard, go to “Settings”.
Step 2: Select “Locations” in the Shop group. With brand grouping on, this section is called Brands and locations.
Step 3: Click “Sync from Shopify”. With brand grouping on, the button reads “Sync Locations”. A Locations synced from Shopify message confirms the sync.
The Locations table shows each location's Logo, Name, Address, City, Country Code, Phone, Status, and when it was last Updated. Only Active locations can be used on quotes and orders.
How to Edit What a Location Shows on Documents?#
Each location can have its own details on quote, invoice, and other PDF headers.
Step 1: Go to “Settings”, then select “Locations” in the Shop group.
Step 2: Click “Edit” in the location's row to open its menu.
Step 3: Choose what to edit:
| Menu item | What you can change |
|---|---|
| Edit terms & conditions | The terms printed on this location's quotes and orders. |
| Edit display info | Brand name, Address, Phone, Email, and Domain for the document header, plus Domestic wire instructions, International wire instructions, and an Order note (Note shown before the client signature). All fields are optional. |
| Add default product image | An image used for products at this location that don't have one. If one is set, this reads Change default product image. |
Step 4: Click “Save”.
To add or change a location's logo, click the image in the Logo column.
Pro Tip: You only need to fill in what's different for this location. If Brand name or Email is blank, documents use the Company name and Support email from Business details. If Address or Phone is blank, they use the location's address and phone from Shopify.
How to Turn On Brand Grouping?#
Step 1: Go to “Settings”, then select “Advanced” in the Shop group.
Step 2: In the Locations and brands card, select the Enable brand grouping checkbox.
Step 3: Click “Save” in the save bar at the top of the page.
The Locations section is now called Brands and locations, and the location filter in the navigation bar shows All Brands, with locations listed under each brand.
How to Add a Brand?#
Step 1: Go to “Settings”, then select “Brands and locations” in the Shop group.
Step 2: Click “+ Add brand”.
Step 3: Enter the brand Name, for example “Harlow & Finch Interiors”.
Step 4: Add an Image (optional), such as the brand logo.
Step 5: Click “Create brand”.
The new brand appears in the list with no locations yet.
How to Group Locations Under a Brand?#
Drag a location from Unassigned, or from another brand, and drop it under the brand it belongs to. A Location group updated message confirms the move.
Note: A location can belong to only one brand at a time. Moving it to another brand removes it from the first one.
How to Edit or Delete a Brand?#
Click the ⋯ button on the brand's row, then choose:
- “Edit brand” to change the brand's Name or Image. You can also click the brand name to open it.
- “Delete brand” to remove the brand. Its locations become Unassigned. They aren't deleted.
Each location under a brand keeps its own “Edit” menu for terms, display info, and default product image, as described above.
How Locations Work on Quotes and Orders#
When you create a quote or order, OrderPilot uses the location selected in the navigation bar's location filter. If the filter shows All Locations or All Brands, OrderPilot asks you to choose one:
- Without brand grouping, the prompt is Select a Location. Pick a location from the list.
- With brand grouping, the prompt is Select brand and location. Pick a Brand, then a Location. If the brand has only one location, it's selected for you.
Click “Confirm” to continue. You can click “Skip” and keep filling in the form, but you need to choose a location before you can create the quote or order.
Quick Recap: What Changes With Brand Grouping?#
| Setting | Settings section name | Prompt when creating | Location filter |
|---|---|---|---|
| Brand grouping off | Locations | Select a Location | All Locations, or one location |
| Brand grouping on | Brands and locations | Select brand and location | All Brands, a brand, or a location within a brand |
Important Notes & Tips#
Decide on Your Structure Before You Start Taking Orders#
Switching between a flat list and brands mid-operation can confuse your team. Decide early whether you need brand grouping, set it up, and brief your staff before they start creating orders.
Turning Off Brand Grouping Doesn't Delete Your Brands#
If you turn off brand grouping, your brands and location assignments are kept. Turn it back on at any time, and everything is as you left it.
Your Bill Counts Active Locations#
Your OrderPilot subscription is priced at $60 per month for each active location in your Shopify store. See Why Use OrderPilot? for details.
Need Help?#
Having trouble with your locations or organizing them under brands? Contact us at support@bevycommerce.com, and we'll help you set up your location structure correctly.