Home & Navigation

Home is the first thing you see when you open OrderPilot. It's built around the work your team does every day: starting a quote, finding a customer's order, and picking up where you left off. The navigation bar at the top of every page takes you to the rest of the app.

This article explains the top navigation, how the location filter works, and what each part of the Home page does.

The Top Navigation

The navigation bar runs across the top of every OrderPilot page.

Item	What it opens
Home	Your starting page, described below.
Quotes	The list of all quotes. See Find Quotes & Orders.
Orders	The list of all orders.
Review	The review queue for quotes and orders waiting for approval. See Review Quotes/Orders.
Purchase Orders	Your vendor purchase orders. See Create Purchase Orders.
Products	Your product templates. See Create Product Templates.
Academy	These help articles, opened inside OrderPilot.
Search Settings	A search box that finds any setting by name, without leaving the page you're on.
Location filter	Chooses which location's records you see. See below.
Settings	All app settings. See Settings Overview.

The same destinations also appear under OrderPilot in the Shopify admin sidebar. The sidebar also lists Analytics, which isn't in the top bar. See Analytics.

Note: On a narrow screen, the navigation items fold into a menu icon on the left of the bar. Click it to see the same list.

The Location Filter

The location filter sits on the right of the navigation bar, next to “Settings”. It controls which location's records you're working with.

How to Choose a Location?

Step 1: Click the location filter in the navigation bar. It shows All Locations when no location is selected.

Step 2: Select a location from the list, or select “All Locations” to see everything.

If brand grouping is turned on, the filter reads All Brands, and locations are listed under their brand. Locations that don't belong to a brand appear under Unassigned. For more on brands, see Brands & Locations.

What the Filter Changes

Area	What happens when a location is selected
Quotes, Orders, Review, Purchase Orders	The lists show only records for that location.
Creating a quote or order	The new record starts at that location. If All Locations is selected, OrderPilot asks you to pick a location first.
Home and Analytics	No change. These pages always show figures for your whole store.

The filter stays selected as you move between pages, so you don't need to pick it again.

Note: On an open order, the location filter is locked while the order is syncing or locked for editing, and permanently once the order is placed in Shopify or linked to a purchase order. On a purchase order, the filter is locked because a purchase order keeps its own location. Hover over the filter to see why.

The Home Page

Home greets you by name and gives a one-line summary of what needs attention, such as items pending review.

Create Buttons

The buttons at the top right start your most common tasks:

• “Create quote” opens a new quote.
• “Create order” opens a new order.
• “New product template” opens Products, where you can add a template.

For a full walkthrough, see Create Quotes/Orders.

Getting Started Checklist

Until setup is complete, Home shows a Getting started card with four steps:

1. Add a category
2. Add a vendor
3. Create a product template
4. Create your first quote or order

Click “Open” next to a step to go straight to the right page. Finished steps show Done. The starter Default Category and First Custom Template that OrderPilot adds at install don't count, so add your own to complete those steps.

Once all four steps are done, the card shrinks to Setup complete and moves lower on the page.

Take the Tour

Click “Take tour” on the Getting started card for a guided walkthrough. The tour follows one job from start to finish: building your catalog, creating a quote, getting it approved, ordering from the vendor, and receiving the goods. After you've seen it once, the button reads “Replay tour”.

Find a Quote or Order

Use the Find a quote or order box to jump straight to a record.

Step 1: Choose Quotes or Orders from the dropdown.

Step 2: Type a reference number, customer name, or email.

Step 3: Click “Search”.

The search covers every salesperson's records, not just your own.

Continue Working

The Continue working section shows the three most recently updated quotes and orders across your store. Each row shows the customer, the reference number, the total, the payment status, and the order status. Click a row to open it.

Click “View all quotes” or “View all orders” to open the full list with every salesperson's records showing.

Follow-ups

The Follow-ups card counts the work that's waiting, such as Pending review, Changes requested, Draft quotes, Purchase orders still to receive, and Unfulfilled orders. Click the link next to a row, for example “Review now”, to open that filtered list.

By default, only rows with something waiting are shown. Click “All statuses” to see every row, including those at zero.

Note: If any quotes or orders failed to reach Shopify, a red banner appears at the top of Home with links to the affected records. Open each record to see why it failed and retry.

Last 24 Hours

The Last 24 hours card shows how many events happened across your store in the past day. Click the arrow to expand it, then click “Open” on any event to go to that record.

How You Are Tracking

Lower on the page, How you are tracking shows your total quote value, total order value, and key counts. These are the same figures as the Analytics page. See Analytics for what each number means.

Help When You Need It

At the bottom of Home:

• “User guide” opens the Academy inside OrderPilot.
• “Copy support email” copies the OrderPilot support address so you can paste it into an email.

The In-app Academy

Click “Academy” in the navigation bar to read these help articles without leaving OrderPilot. It's a quick way to look up a step while you're working.

Who Uses Which Part of Home?

Role	Where to focus
Sales Representative	Create buttons, Find a quote or order, and Continue working.
Production Manager	Follow-ups, especially Pending review and Changes requested.
Merchant / Admin	Getting started checklist, How you are tracking, and Settings.
Back-office / Procurement	Follow-ups for purchase orders and unfulfilled orders.

Important Notes & Tips

Records Seem to Be Missing From a List?

Check the location filter first. If a location is selected, lists show only that location's records. Also check the Salesperson filter on the Quotes and Orders lists, which starts on your own records. See Find Quotes & Orders.

Search Settings From Anywhere

Click “Search Settings” in the navigation bar and type what you're looking for, such as “numbering” or “out of stock”. Select a result to go straight to that settings section.

Need Help?

If something on Home isn't behaving as expected, or you'd like guidance on where to find a task, reach out to us at support@bevycommerce.com, and we'll get you on track.