Resolve an exception

An exception is a decision PO Autopilot will not make on your behalf. Resolving one means telling it what you want, and optionally telling it to remember.

The general shape

1. The review screen puts you on the issue it wants next, naming it.
2. Make the choice it is asking for. Order-level decisions are in the cards beneath; a line-item decision opens when you select that line’s row in the line items table.
3. Decide whether it should be remembered for future orders.
4. Save, and it moves you on. Back and Next step between issues.

The readiness count at the top drops as each one is settled. When it reaches zero, what remains is checking the warnings before you create the draft.

Choose a Shopify company and location

The order could not be tied to a Shopify company, or the company is known but the location or contact is not.

Choose the company, then its location, then the contact. If the company has exactly one location or one contact, it is filled in for you rather than being offered as a choice.

Before saving, Remember this buyer? offers the identifiers this document actually carried — an account number, an email address, a phone number, or the ship-to address — alongside Just this order. Choosing an identifier means the next order carrying it resolves without asking.

Save buyer match commits the choice.

Choose a Shopify product

A line’s item code did not match anything in your catalogue, or matched more than one variant.

Choose the product, then the variant.

Remember this match? then decides how far the decision reaches:

• Just this order — do not save it. Use this for a one-off.
• This buyer only — save it against the company location on this order, so the same code from a different buyer is still asked about. This needs a Shopify buyer and location resolved first.
• All buyers — reuse the match for any buyer.

This buyer only is the right default for a code that belongs to the buyer’s own catalogue; All buyers suits a manufacturer part number that means the same thing whoever sends it. See Buyer-specific product mappings.

Confirm the product we matched

Different from the above: a match has already been applied and is waiting for your agreement. You will see either Confirm the product we matched or Confirm the product you mapped before.

The second wording means the code on this document is nearly one you have mapped already — commonly a scan misreading SNW-VID-1 as SNW VID 1 — so your earlier decision has been applied and needs a glance rather than a fresh choice.

Check it against the source, then save the line to confirm. Or pick a different product if it is wrong.

Define the unit conversion

The line is ordered in a unit that has no known conversion — cases, boxes, dozens. Tell it how many Shopify units are in one of those. See Units of measure (UOM) and pack sizes.

Choose a price

The purchase-order price differs from what Shopify has for this company location. Choose which to use: the Shopify catalogue price, or the price the buyer put on the document.

Choose a shipping address

The document carried a ship-to address that does not clearly match the location you selected. Choose which address the draft should use.

Review shipping or payment terms

The requested delivery method or payment terms could not be settled against Shopify’s current options. See Why shipping or payment terms require review.

If a decision does not stick

Occasionally a save is refused with a message about the order having changed elsewhere. That means background matching updated the order while you were working on it. Reload the order and make the choice again — your other resolved decisions are not lost.