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

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

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.

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.

Incoming inventory tracking


Default	On (recommended)
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 on. Turn off when you want a leaner PDF for suppliers — e.g., when shipping is invoiced separately and shouldn’t appear on the order doc.