Preferences

Preferences are the runtime toggles for PO behaviour — the dials your operator flips to adjust how Logistified syncs, what’s tracked, and which defaults are pre-selected. They live alongside the rest of the PO settings but get their own page here because picking the wrong combination has visible effects on Shopify and the receive flow.

For the configuration surfaces (tax rates, templates, tags, etc.), see Settings.

Where preferences live
Auto-confirm quantities
Split delivery date
Auto paid when completed
Count payment tax and tariff toward paid status
Label export preference
Auto-sync to Shopify on receiving
Block sync to Shopify
Auto sync costs on completion
Incoming inventory tracking
PDF totals
Default line-item sort
Dialog group and sort defaults
See also

Where preferences live

Settings → Purchase Orders → Preferences (a tab inside the PO settings page). All toggles are saved per shop.

Auto-confirm quantities


Default	Off
What it controls	Whether confirmed quantity is kept equal to ordered quantity for you.

When enabled, the confirmed quantity always matches the ordered quantity and per-line confirmation is skipped: the Confirm Items menu offers only Quick Confirm, which sets confirmed = ordered and moves the PO straight to In Progress. After confirmation, changing an ordered quantity updates the confirmed quantity automatically, and the confirmed-quantity column in Bulk Edit is disabled (“Auto-confirm is enabled. Confirmed quantity always matches ordered”).

Turn it on when your suppliers always ship what was ordered and per-item confirmation is noise. Leave it off when you need to record short confirmations and rejections line by line.

Split delivery date


Default	Off
Where it shows	PO overview table and detail page’s order information card

When enabled, the PO list and detail page show the source of the delivery date — “Requested,” “Expected,” or “Estimated” — instead of the generic “Delivery Date” label. The displayed value still follows the same precedence (Requested → Expected → lead-time estimate); only the label changes. The edit dialog is unaffected.

Use it when your team needs to distinguish at-a-glance between dates the supplier promised, dates you asked for, and dates derived from lead-time math.

Auto paid when completed


Default	Off
Where it shows	The Paid badge, the paid/unpaid filter on the purchase orders list, and the export’s Paid Status column.

When enabled, a purchase order is treated as fully paid the moment it reaches Completed — regardless of recorded payments. The Paid badge, the list filter (All Payment States / Paid / Unpaid), and the Paid Status column in data exports all report it as paid; the export’s Amount Paid and Outstanding Amount columns are unaffected and keep summing actual payments. The Fully Paid Date is stamped on completion if it isn’t already set.

On a Completed PO with this preference on, the “Mark as fully paid” checkbox on the Payments card shows as checked and disabled (“Auto-paid. PO is Completed”) — Completed alone forces the paid state.

When disabled (the default), paid status follows only the “Mark as fully paid” flag and recorded payments covering the order total — a Completed PO with no payments recorded shows as unpaid until you record one or mark it paid by hand.

Turn it on when your team treats “Completed” as the signal that payment is settled (e.g., payment is handled entirely outside Logistified before you close the order). Leave it off when payment and receiving are tracked independently.

Count payment tax and tariff toward paid status


Default	Off
Where it shows	The Paid badge, the paid/unpaid filter, and when the Fully Paid Date is auto-set.

The full toggle name is “Count recorded payment tax and tariff toward the paid status.” When off, only each payment’s Amount counts toward covering the order total; when on, each payment counts as amount + tax + tariff. Pick the mode that matches how you fill in the payment dialog — see Payments → Counting payment tax and tariff toward paid status for the full behaviour, including the export exception.

Label export preference


Default	PDF
Options	PDF / CSV / XLSX
Where it shows	Pre-selects the output format in the label print dialog (on POs and TOs). Also determines the format used when quick-printing labels from the receiving dialog.

Picking PDF opens the browser print dialog. CSV and XLSX trigger a file download. Pick whichever matches your physical-label workflow — sheet printer (PDF) or flat-file ingestion into a label-printer system (CSV/XLSX).

See Exports → Label sheet PDFs for the format details.

Auto-sync to Shopify on receiving


Default	Off
What it controls	Whether Receive Manually also runs the Shopify sync step automatically.

This is the most impactful preference for the receive flow. With Auto-sync off (default):

Receive Manually records the receipt in Logistified, but does not push Shopify on-hand. You click Sync to Shopify when ready.
Shopify incoming is reconciled when that sync runs, so Shopify may still show earlier incoming until you sync.
Quick Complete still pushes on-hand (its whole purpose is one-click receive + sync + complete).

With Auto-sync on:

Receive Manually also pushes on-hand to Shopify and reconciles incoming after every save.
Behaves the same as Quick Complete’s push step, but on a per-receipt basis.

When to turn it on: Your team trusts the receive numbers entered in Logistified and you want Shopify to reflect on-hand the moment you save. Common for warehouses that receive in real-time at the dock.

When to leave it off: Receivers enter rough numbers first and reconcile later. You want a final review step before Shopify’s on-hand changes. Cross-team accountability matters and you want Sync to Shopify to be a deliberate action.

Block sync to Shopify


Default	Off
What it controls	Whether Logistified is allowed to push available (on-hand) quantity to Shopify from purchase orders at all.

When Block sync to Shopify is on:

The Sync to Shopify button on a PO is disabled and shows an explanatory tooltip.
Quick Complete still completes the order and records received quantities — but it skips the Shopify on-hand push.
Auto-sync to Shopify on receiving is automatically turned off (the two settings conflict — enabling Block sync prompts a confirmation before disabling Auto-sync).
Reversals — unreceiving quantities or deleting a line — still correct Shopify’s on-hand. Only the forward sync is blocked.
Shopify incoming tracking is not affected; PO status changes still update Shopify’s incoming field as usual (unless you’ve also turned off incoming tracking separately).

When to use it: your warehouse uses a 3PL, a separate WMS, or another integration that owns Shopify’s available inventory. Blocking the sync from Logistified prevents double-counting or conflicts with that other system. You still get the benefit of tracking PO progress and receiving quantities inside Logistified.

Auto sync costs on completion


Default	Off
What it controls	Whether completing a PO writes its line costs back to Shopify and/or the supplier catalog.

When enabled, completing a purchase order updates the cost targets you tick:

Sync Shopify cost and Sync supplier cost — independent checkboxes; either, both, or neither.
Cost source per target — Direct cost or Landed cost.
Method per target — Set new, Simple average, or Weighted average.

Completion stops if costs or a required exchange rate cannot be resolved, so the PO stays in its current status until you fix the missing data.

Incoming inventory tracking


Default	Off
What it controls	Whether Logistified writes to Shopify’s `incoming` inventory at all.

When enabled, Shopify’s incoming inventory is updated by PO status changes, line-item quantity changes, and receive syncs (the table in Side effects → Inventory effects applies).

When disabled, Logistified still tracks pending and received quantities, but doesn’t touch Shopify’s incoming field. Useful when another system owns Shopify’s incoming write or when you’re debugging a drift problem.

PDF totals

Two toggles that control which lines appear in the totals section of exported PDFs:

Show shipping cost — display the PO shipping amount in the PDF totals.
Show additional costs / discounts — display additional costs or discounts in the PDF totals.

Both default off, so a fresh shop’s PDF totals show neither line. Turn them on when you want shipping and additional costs itemised for the supplier; leave them off — e.g., when shipping is invoiced separately and shouldn’t appear on the order doc.

Default line-item sort


Default	Product title, ascending
Options	None · order added / Product title / Variant title / Shopify SKU / Supplier SKU / Shopify barcode / Supplier barcode / Quantity ordered / Unit cost / Status / Expected delivery date
Direction	Ascending or Descending
Where it shows	The line-item table when you open a purchase order; also applies to exported PDFs and spreadsheets.

Sets the column used to order line items when you open a purchase order. Choose None · order added to keep items in the order they were added (the ascending/descending toggle is disabled in this mode).

This is a shop-wide preference — all POs open with the same default sort. You can re-sort interactively on the detail page at any time; the preference only sets the starting order.

Dialog group and sort defaults


Default	Ungrouped; unsorted — each dialog opens in the order’s own line-item order
Group options	None / Vendor
Sort options	None · order added / Product / Variant / SKU / Quantity
Direction	Ascending or Descending
Where it shows	The Receive Quantities and Confirm Items dialogs, applied the moment either one opens.

Two controls — Dialog group by and Dialog line-item sort — set how line items are grouped and sorted when you open the Receive Quantities or Confirm Items dialog on a purchase order. Quantity sorts by whichever quantity that dialog displays: confirmed quantity in Receive Quantities, ordered quantity in Confirm Items.

This is separate from Default line-item sort above, which only affects the line-item table on the PO detail page, not the dialogs. You can still change the grouping and sorting inside either dialog after it opens — search, group, and sort choices reset to your saved default the next time you open it.