Settings overview
A tour of the Settings page — what each area controls and how the slide-out panels work.
What it's for
The Settings page is where you set up OrderPilot for your business: how orders are routed, how inventory is sent to your marketplaces, how your warehouse is organized, which outside services are connected, and who on your team can do what.
Everything lives on one long scrolling page. The menu on the left jumps you to each area.
Where to find it
Click ⚙ Settings at the bottom of the main sidebar.
To open Settings, a team member needs the Settings permission. Admins and the account owner always have it.
The screen at a glance
The left menu has these areas:
| Area | What you set up there | Help article |
|---|---|---|
| ⚙️ General settings | Six boxes: Inventory, Orders, Purchasing, Warehouse, Site and Customer care | See the articles for each box |
| 🏭 Vendors & EDI | One box per vendor, with its PO, acknowledgment, invoice, shipment and catalog files | EDI vendor connections |
| 📡 Channels | One box per store (Amazon, Walmart, eBay, Shopify) with connection, inventory and order settings | Channels and stores |
| 🔗 Integrations | Repricers, shipping tools, product data, accounting and translation services | Integrations overview |
| 👥 Users & Access | Your team, invites and your own account | Users and invites, My account |
| 🏢 Company settings (admins only) | Mailboxes, alerts, texts, report emails, the phone app, and payment | Company settings, Payment and subscription |
Who sees what
- Everyone who can open Settings sees General settings, Vendors & EDI, Channels and Integrations.
- Users & Access shows for everyone. Members see only the My account box. Admins also see Users and Invites.
- Company settings shows only for admins and the owner.
How the panels work
Click any box and a panel slides in from the right. Most panels have tabs across the top. Click a tab to switch. Close the panel with the ✕ in its top corner, by clicking the dimmed page behind it, or by pressing Esc.
Buttons and actions
| Button | What it does |
|---|---|
| Left menu item | Scrolls the page to that area. The item you are looking at is highlighted as you scroll. |
| A box (for example Inventory or a vendor name) | Opens that box's settings in the right-hand panel. |
| Panel tab | Switches to another group of settings in the same panel. |
| ✕ (panel) | Closes the panel. Esc does the same. |
How to change a setting
- Click ⚙ Settings in the main sidebar.
- Click the area in the left menu, for example General settings.
- Click the box you need, for example Warehouse.
- Pick the tab, for example Packages.
- Change the setting. Some switches save the moment you flip them; others have a Save button at the bottom of their card. Look for the green "Saved" message.
Tips and troubleshooting
- Some settings save on their own, others do not. If a card has a Save button, your change is not stored until you click it. If you close the panel first, the change is lost.
- Can't see Company settings? Only admins and the owner see it. Ask an admin to change your role in Users & Access.
- Can't open Settings at all? Ask an admin to tick the Settings permission on your user.
- "Run now" buttons start a background job. Follow its progress in Jobs at the bottom of the main sidebar.