Reviewing orders
Why an order requires review
The reasons an order asks for a decision, and which of them stop a draft from being created.
Updated
An order asks for a decision when PO Autopilot cannot settle something without guessing. This is what it is asking about.
Blockers
These stop the order being calculated or turned into a draft.
Choose a Shopify company and location. The buyer on the document could not be tied to a Shopify company, or the company is known but the location or contact is not. Common on first orders from a buyer, and on plain-language and email-body orders that carry less identifying detail.
Choose a shipping address. The document carried a ship-to address that does not clearly match the location you selected.
Choose a Shopify product. A line’s item code matched nothing in your catalogue, matched more than one variant, or matched a variant that is no longer active or available.
Confirm the product we matched. A likely match was found and applied to the line, and needs your agreement. There is nothing to choose — only to check.
Confirm the product you mapped before. The code on this document is nearly one you have mapped previously, which usually means a scan misread it. Your earlier decision has been applied for you to confirm.
Define the unit conversion. The line is ordered in a unit with no known conversion to whole Shopify units.
Choose a price. The purchase-order price differs from Shopify’s price for that company location.
Complete missing line-item details. A line is missing its quantity, unit or product.
Confirm the order currency. No currency or no purchase-order number was found on the document.
Choose a Shopify shipping rate. The requested delivery method could not be matched to an option Shopify currently offers, or the rate changed after you chose it.
Review payment terms. Payment terms could not be settled against your Shopify templates for this company location.
Warnings
These point at something to check against the source rather than a choice to make. Once the blockers are gone you are asked to look at each and acknowledge it, and the order cannot be created until you have — except for the inventory warning, which never holds an order up.
Review shipping cost. The freight on the purchase order does not match Shopify’s delivery rate. Shopify’s price is what gets used.
Check a value read from the document. A value was found but could not be used as-is.
Check this line item’s numbering. A line number is missing or repeated in the source.
Some line items may be missing. The document appears to contain lines that were not read. Worth comparing against the source before you continue.
Check this against the source. An advisory extraction warning, such as totals on the document that do not add up.
Inventory may be insufficient. Shopify shows less stock than the order asks for. Purely advisory, and the only warning that never blocks the final action — your fulfilment process decides what to do about it.
Why so much on the first order
Early orders from a buyer ask more because nothing has been taught yet. Once you have mapped their account number to a company, and their item codes to your variants, later orders from them commonly arrive with nothing to answer.