How do I use the Pick List app

When you first install the Pick List app on Shopify you are on a 15 day free trial.

Watch our video tutorial on Youtube.

1. The app displays all unfulfilled or partially fulfilled orders from your store by default (you can display fulfilled/archived orders from the Status menu). If your store has more than one Shopify location the app will let you select it from a drop-down list. You can sort orders by date and filter by payment status. Fields such as customer name, order tags, payment type, order status, and delivery type are searchable via the search box. If you wish to search orders by excluding certain keywords, add a minus sign before the search term. For example, to list all orders that are not “Express” delivery, search for -express.

2. Select one or more orders and click the “Pick items” button to create a picklist. Each order selected is marked with a serial number within a square box, this box and serial number appear within your picklist to aid with the use of pick bins. The order in which you select items is preserved in your picklist, i.e. the first order selected is the first order in your picklist and has serial number 1, the second order selected is serial number 2, and so on.

Orders can be selected by scanning order numbers or courier tracking barcodes already assigned to an order. You can also select orders via the Shopify Orders page and click “Create Pick List” from the “More actions” menu.

3. The picklist can be sorted and grouped by Product type (default), Order, SKU, Title, Vendor or any product/variant metafields (if present). Click the check mark ✓ button to mark a product/variant as picked. You can use a barcode scanner to mark items as picked or if you’re using the app from Shopify Mobile or POS you can use your device camera to scan barcodes. You also have the option of printing the picklist (click on “More actions” and then “Print”).

If your product has multiple variants, the variants will be listed below the product title. The “Block Print Dress” has 2 variants “M” and “L”. Beneath each product/variant the app will display all the orders that require this item. The number within the square box is the serial number/pick bin number of the order (7, 43), followed by the Shopify order number (#3785, #3718), and finally the required quantity within a grey circle (1, 5). Click the Pencil icon next to the Bin number to type or scan a “Picking note” into the order attribute field.

4. Alternatively, if you choose to group by “Order” you can pick and pack individual orders using barcodes. Either click “Scan order” to restrict the picklist to that particular order or type the order number and press enter or scan the order barcode (from the screen or a pickling slip). For each product scanned successfully the app will emit a short high-pitched beep, if the wrong product is scanned the app will beep twice at a lower pitch. If the order has been completely picked the app will emit a long high-pitched beep.

5. Click the green “Finished” button, at the top right, when you are done picking/packing orders to go back to the “Select orders” page.

In the “Completed picking products” dialog box you have the option of marking fully picked/partially picked orders with a Shopify tag (either “Picked” or “PickedItem”). These tags will show up in the Shopify Orders page and let you know which orders have already been picked. If you need to print shipping labels or you use a third-party fulfillment/shipping app, you can use these tags to search for orders that are ready to be shipped.

If you have multiple people picking orders, they have the option of adding their names as a tag to the order. Optionally, you can also add a time stamp to know when the order was picked.

Note

1. There is no limit on the number of Shopify locations or number of users that can use the Pick List Pro app.
2. Picklists are available only on the devices on which they were created, i.e. picklists are not shared between devices.
3. All settings and preferences are associated with the Shopify user account logged-in, i.e. settings are not shared between users.
4. If your shipping app is automatically marking orders as fulfilled, these orders will not be displayed in our app by default. Use the “Include fulfilled” and “Include archived” status options to view/pick these fulfilled orders.

5. If you are using Pick List Pro from Shopify Mobile or Shopify POS on an Apple mobile device (iPhone/iPad), local storage is cleared if rebooted or powered down. Any picklists that are open will be cleared if this happens. On PCs, Macs, and Android devices the picklist will survive a reboot.

6. If you have multiple staff picking orders, a supervisor can assign different orders to them by adding a tag with the prefix “Picker”, for example, some orders can be tagged with “Picker-Adam” and other orders with the tag “Picker-John”. All order tags are displayed by the app to enable easy order selection.