Resources

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Settings

Settings are located in iPacky Dashboard.

It makes iPacky very customizable to your needs and work flow. This will be the default settings, and some settings can be overridden by the user settings, i.e. sounds/layout. These will be marked in the table below.

General

Setting

Description

Language

The display language of iPacky. Supports English and Norwegian for now.

Date format

The date format to be used when displaying dates. Select from the available formats. It will select a preview of how a date will look like in selected format.

Time format

The time format to be used when displaying time. Select from the available formats. It will select a preview of how a time will look like in selected format.

Time zone

The time zone of the shop. This is read from your Shopify store when you install. In order to show correct time this must be correct. Usually no reason to change.

Prefix on order scan

In case you are using a order prefix in Shopify, like # and the barcode is without #, you can add this here. This setting is read from Shopify (admin/settings/general) on iPacky installation. This prefix is added everywhere there's a order# input. If this prefix is already in the input sent, it will be ignored.

Suffix on order scan

In case you are using a order suffix in Shopify, like # and the barcode is without #, you can add this here. This setting is read from Shopify (admin/settings/general) on iPacky installation. This prefix is added everywhere there's a order# input. If this prefix is already in the input sent, it will be ignored.

Tag for order when completed

This text will be used to tag the order in Shopify when it's checked in iPacky. Not recommended to have long tags. Default tag is "checked". Type in a tag and press Enter. It will also show a list of existing tags you can choose from after starting to type. Delete by clicking the X on an existing tag.

Orders are fulfilled before iPacky 

Set this to on if orders are fulfilled before iPacky checks them. This setting is used for example how iPacky handles partially fulfilled / multiple fulfillments of an order. If you are using local pickup, you must also specify Advanced→Local pickup titles

Open order in Shopify after checking

Opens the order in Shopify after check is completed. This makes it possible to do additional steps with the order in Shopify after the check in iPacky. For example, printing shipping labels.

Layout

Sets some defaults for new users. These settings can be overridden per user.

Setting

Description

Show product photo

Show a photo of the product in the order line, if available on product in Shopify. When on a small screen device this image will not be shown.

Hide completed lines 

If turned on, a checkbox that will show / hide completed order lines will be shown on the scan screen.

Font size magnify in order lines

You can magnify the order line text up to 3 times. This makes it easier to see on screen from a distance. Will be partly ignored on devices with smaller screens.

Sort order lines on

Default = no sorting. Same order as in order. Here you can set how the order lines will be sorted on the scan screen. Such as sort on product name, SKU or bin location. This can be overridden in the user settings for each user. By default, the user will use the same setting as set here.

Turn off tooltips

Turns off the tooltip explanations. After you are familiar with iPacky, you can set this to on.

Tracking

Settings for handling carriers and tracking.

Setting

Description

Handle tracking

These carriers are using a shipping label barcode that is not identical to the actual tracking number. iPacky will process this, and extract the correct tracking#.

Add tracking info

When enabled, a dialog appears where you can input the tracking# for the fulfillment at the end of the check.


The carriers must be defined in Carriers and tracking URL in the Dashboard.


This setting has no meaning if iPacky does not fulfill the order, or they are already fulfilled.

View

Setting

Description

Show bin location

If on it will show the bin location in the scan screen, orders and picking lists.

Hide bin location on scan screen

If turned on, bin locations will not be shown in the scan screen.

List of order tags to show

List of order tags to show in scan screen, print packing lists, view order etc.

You can also use wildcards like: *tag,tag*,*tag*

By putting brackets around it, it mean except for these tags. Like: [*tag1]

This means show all tags that ends with tag, except if it ends with tag1

Type in a tag and press Enter. It will also show a list of existing tags you can choose from after starting to type. Delete by clicking the X on an existing tag.

Show picking box#

If you are using batch picking print or on screen, you can also use the picking box# feature. This is used when you pick using for example a trolley with boxes to put the items for each order in. iPacky will then designate a box number to each order. This way it’s much faster to check the order later since all items for an order are in a single picking box. If checked, you can also set the Prefix on the picking box to make it easier to differentiate between quantity and picking box. For example PB:

List of customer tags to show

Same as above, but for customer of the order.

Warn when order is not paid

Will show a warning when checking an order that it's not fully paid. This must only be set when payments are captured before order check.

Show order time line comments

If on this will show the order time line comments on scan screen, print picking lists and order preview.

Show discount code

Will show the discount code(s) in scan scree, picking list and order preview.

Show custom attributes on order

If on you can specify which custom attribute keys to show on the order header in the scan screen, print picking lists and order details in Dashboard. If you don't know what this is, you are probably not using custom attributes.

Order custom attribute keys

Only visible if Show custom attributes on order is on.

Specify which custom attribute values that will be shown by specifying the keys for the values you want to be shown. The keys are case-sensitive. Separate the keys with comma. Like: Comment,Handling


This will only show the values, and not the key names.


To specify also that the key will also be shown, use: key name=text. The text will be the actual text that will be shown as the key name.


Engrav=Engraving will be shown as for example Engraving: Yes.


You can also add [[value]] after key name=text to specify that it will only be shown when the value inside the double brackets matches the key value. Example: Engr=Engraving[[Yes]]

This will only show the custom attribute if the value is: Yes


If you specify [[#non-empty#]] it will only be shown if the value is not empty. Example: Engr=Engraving[[#non-empty#]]


Use * alone if you want to show all keys and values. This way is useful to see all keys, and afterward specify more in detail. In addition to *, you can add [-] after * that means do not show hidden custom attributes. Example: *[-]


And [non-empty] after * means only show custom attributes with a non-empty value. Example: *[non-empty]


In special cases where the key name has one or more spaces in the beginning or the end, this can be specified by substituting these spaces with %20.

Like: Product note%20=Product note

This is because iPacky trims space before and after the key name.

Show custom attributes on order lines

If on you can specify which custom attribute keys to show on the order line in the scan screen, print picking lists and order details in Dashboard. If you don't know what this is, you are probably not using custom attributes.

Order lines custom attribute keys

Only visible if Show custom attributes on order lines on order is on.

Specify which custom attribute keys/values that will be shown on the order line.


See details in Order custom attribute keys

Hide order lines that does not require shipping

Hides the order lines in the iPacky scan screen with products that does not require shipping. The most common example is digital products.

Hide order lines that does not require shipping in picking list

Hides lines on the picking list with products that does not require shipping.

Show country code in lists

When turned on, a column with the country code will be shown in Order list and Picking list overview. Useful to quickly see which country a shipment is going to.

Show shipping title in the order list

Show the order shipping line title in the order list

Show shipping title in the picking list overview 

Show the order shipping line title in the picking list overview

Show available quantity in order check

The available inventory quantity will be shown for every product in the order check at the end of every order line

Show available quantity in picking list

The available inventory quantity will be shown for every product on the picking list at the end of every order line

Show product barcode text in picking list

If on, it will show the product barcode text in the picking list, not the barcode itself. Seldom used.

Show item price in order check

Shows the item price on each order line in order check and picking list. This is the discounted item price.

Ungroup virtual products

If you are using virtual products (kits/bundles) you can ungroup virtual products in the order check screen.



Show the vendor on the product

Whether to show the vendor on the product in picking list and order check.

Hide possible fraud warning

If on, it will not show warning of possible fraud in the order check screen.

Show weight of scanned items

Shows the total weight of the items scanned so far in the order check. Very useful if there is a weight limit on parcels, and you need to pack multiple. After the limit has been reached, click on the reset icon after the scan weight to reset the total weight to 0 again, and then you can continue with scanning for the next parcel.

View startup screen

Shows the startup-wizard. The same as when iPacky was installed to get tips.

Defaults

Sets some defaults for picking list/packing slips and order list.

Setting

Description

DEFAULTS FOR PICKING LIST


Days back in time for start date

The number of days the start date should go back from the current date

Font size

Sets the font size for the lines in print of picking list/packing slip.

Barcodes per line in batch print

Specifies the number of order number barcodes per line when printing batch picking list. If you find it difficult to scan the order barcode, you can set a lower number to it's more space between them.

Show bin location in product column

If bin locations are shown, it will show it in the Product column of the picking list. Recommended. Otherwise it will show it in a separate column which can be harder to read, and also takes up horizontal space.

Hide sku

Does not show the sku in the picking list.

Show a button with selection of a number of orders

If this is higher than 0, the button will be shown on the picking list overview. This makes it very quick and easy to select a certain amount of orders for print/display. If no orders are already selected, this will select the number of orders specified. If one order is already selected, it will make the number of orders selected this amount. In case two or more orders are already selected, it will add the selected number of orders.

Hide shipping address on picking list

Option to hide the shipping address on the printed picking list.

Show number of customer orders

Possible to hide showing the number of customer orders on picking list. Turned on by default.

Order tags when printed

Can be set to tag orders that have been printed. Type in a tag and press Enter. It will also show a list of existing tags you can choose from after starting to type. Delete by clicking the X on an existing tag.

Open only

Only shows open orders. That means orders that has not been completely fulfilled.

Already printed

Recommended is off. If off, it will only show orders that has not been picked already.

Fast mode

Recommended is on. If on, it will try to load the orders faster when printing or screen picking. It has a limit of max 25 orders marked to be processed, and might not work if your orders have many order lines.

Paid only

Will only show paid orders.

Show product photo

If on, it will show the product photo in the picking lists. Does not apply to packing slip.

Batch

If on, it will group the products on the selected orders in the picking list to do batch picking.

Ungroup virtual products

If on, it will only show the member products in the picking list. Since the virtual product is not picked, but the members, it's recommended to have this setting on. Does not apply for screen picking and packing slip.

Hide order details in batch

When print out batch picking list or showing it on screen, it will hide the order details and quantity for each product line. To show less info.

Include order tags

Set the default order tags to be filtered on. Type in a tag and press Enter. It will also show a list of existing tags you can choose from after starting to type. Delete by clicking the X on an existing tag.

Exclude order tags

Set the default order tags to be excluded from the list. Type in a tag and press Enter. It will also show a list of existing tags you can choose from after starting to type. Delete by clicking the X on an existing tag.

List of order tags to show

Specify which order tags to show in the overview list. Wildcards can be used as explained in View→List of order tags to show

Show max

Max number of orders to show

Sort order lines on

How to sort the orders listed. Created means sort on the date the order was created, old to new. Customer means that the orders will be sorted on customer. This means that you will see all orders from the same customer grouped together. Default is Created.

DEFAULTS FOR ORDER LIST

Days back in time for start date

The number of days the start date should go back from the current date

Include order tags

Set the default order tags to be filtered on. Type in a tag and press Enter. It will also show a list of existing tags you can choose from after starting to type. Delete by clicking the X on an existing tag.

Exclude order tags

Set the default order tags to be excluded from the list. Type in a tag and press Enter. It will also show a list of existing tags you can choose from after starting to type. Delete by clicking the X on an existing tag.

List of order tags to show

Specify which order tags to show in the overview list. Wildcards can be used as explained in View→List of order tags to show

Already checked

Include orders that have already been checked. Normally off

Include orders tagged as incomplete

This can be used to not see orders that has been tagged as incomplete. The incomplete tag is set in Advanced (Tags for incomplete orders)

Paid only

Will only show paid orders.

Filter

Filters the orders based on their status. Normal is Open only

Max items

Max number of orders to show

Sort order lines on

How to sort the orders listed. Created means sort on the date the order was created, old to new. Customer means that the orders will be sorted on customer. This means that you will see all orders from the same customer grouped together. Default is Created.

Limitations

Limits or turn off some functionality in iPacky. Especially useful when you want to limit something.

Setting

Description

Only allow scans to be numeric

Only allows 0-9 and minus sign in order# and barcode input. Useful on mobile devices to only show numeric key pad. This will also ignore other characters, so don't use it if Barcode, SKU or tracking# has other characters.

Allow scan of fulfilled orders

Allow iPacky to scan orders that is marked as fulfilled in Shopify. Normally this is off. If this is on you will be able to scan fulfilled orders, but partially fulfilled orders will be treated as everything is unfulfilled on the order. if you are fulfilling orders before iPacky, this is not the right setting to turn on, but Orders are fulfilled before iPacky in General.

Allow partial fulfillment 

When on, a button will be visible on the scan screen to permit partial fulfillment of the items scanned on the order so far. Default is off. When using this functionality, the scanned items will be marked as fulfilled in Shopify, and the status will be partial fulfilled. This setting is ignored if "Orders are fulfilled before iPacky" is turned on.

Deny scanned quantity edit

If turned on, it will hide the edit scanned quantity icon on an order line. This will then not allow manual edits of scanned quantity. If checked, an option will appear "Show scanned quantity edit when no barcode". By turning this on, the edit scanned quantity icons will be visible if the product has no barcode.

Deny scanned quantity edit of Virtual product

Same as above, but only applies for the main product of virtual product/bundle.

Deny edit customer's note

This is turned on by default. By turning this off you can edit the customer's order note in Preview order and order check screen. Use with caution so you don't delete what the customer wrote in the order note.

Note: Users that have logged in through the iPacky Dashboard and have Supervisor role or higher will still be able to edit the customer's note, even if this is disabled here.

Allow user switch

If on, it will allow users coming from the iPacky Dashboard to switch user in the menu in iPacky main screen. Turn this off if you want to prevent them from switching to another user without logging in as another user in iPacky Dashboard. Best practice is usually to turn this off, so they cannot impersonate another packer.

Allow shop switch outside the Dashboard

If Shop switching is enabled, this option makes it possible to do shop switching on users that start iPacky directly from Shopify, and not through the iPacky Dashboard. This menu entry will then appear in the main page menu. It will be hidden if the user logs in through the iPacky Dashboard, and they need to do the shop switching there.

Include SKU in scan

If On, it will also search for SKU when scanning / typing barcodes. Default is off. If this setting is turned off, this can be overrided on single orders in Reports->Order details. If on the Only allow scans to be numeric should also be set to off to allow non-numeric characters.

Accept keyboard / barcode scans outside the input field

When this is turned on you can type or scan even when the input field is not selected on the scan screen. Very useful on touch screen devices so that the on screen keyboard does not cover the screen. Just click outside the input field, and the keyboard will disappear, and it will still accept barcode scans (and external keyboards).

Options

Setting

Description

Activate order checking by product

Activate the order checking by product functionality.

Only include picked orders

Read more here.

Include tracking # in order search 

If on, it will also search in tracking# when looking up an order in the scan screen. This is useful when scanning a tracking# label to check and order.

Set empty default value of quantity edit

If on, it will set the default value of quantity edit on an order line to empty. Default is same value as ordered quantity.

Assign workstation to check picking batch

If using screen batch picking, you can use this feature to assign which workstation that should check this order after screen batch picking. Read more in On-screen batch picking.

Assign picking lists

If there is a need for manually assigning picking lists to individual users, turn this on. Read more in Picking lists

Scan address label to complete check

Set this to on if you want to scan the address label with order# barcode after the order has been checked. If checking an order that is fulfilled, it will also check against tracking number if it exists. If unfulfilled, it will check against the barcode with order number. This to ensure that you are sending to the right customer. Is disabled if Check tracking# at end is set because you can't do both.

Print bulk shipping labels

Only visible when using Sendcloud. If on, it will show Print bulk shipping labels in the main menu.

Check bulk shipping labels

Only visible when using Sendcloud. If on, it will show Check bulk shipping labels in the main menu.

Force take photo of order check

If on, this will force the take photo dialog to come up after order has been checked. Read more here.

Packing slip

Settings and texts for packing slips, NOT picking lists. Please note hat if you’re using auto-print of packing slips on order creation, some settings can be overridden there.

Setting

Description

Hide order lines that does not require shipping 

If on, it will not show products that does not require shipping.

Show customer order note

If on, it will show the note (if any) that the customer made on the order.

Show product photo

Shows the product image on the packing slip.

Handle packing slips as picking list

If you are using the packing slip instead of the picking list, this setting will mark printed packing slips as picked. Do not turn on if you are using both picking lists and packing slips.

Show serial and batch numbers

Only visible if the Serial/Batch module is activated. Will show the registered serial and batch numbers on the order. Only applies when the packing slip is printed automatically after order check using PrintNode.

List order tags to show

The order tags you want to appear on the packing slip, if they exist on the order.

Show shipping title

If the shipping title should be shown on the packing slip.

Show customer's phone number

Whether you want the customer's phone number to appear on the packing slip or not.

Show total price

If the total order price should be shown on the packing slip. Please not that this will always be the total order price, and not the price of the items in a partial fulfillment.

Text when billing address is different

If this text is not empty, this text will be shown in the To section if the billing address is different than the shipping address.

Logo URL

The URL of the logo to be shown on the packing slip. Supports PNG, JPG. BMP. GIF files.

Footer text

The text that should be shown in the footer. For example a thank you for the order.

Sender address

The sender address that should be shown on the packing slip. Empty fields will not be shown.

Texts

Here you can translate or change the texts on the packing slip. Empty fields will use the default text that's listed on the left side.

Advanced

Setting

Description

Check tracking # at end

Enable checking of tracking# at end to check if this matches the tracking on the order. Most clients have this off. This is for clients who has an app that creates a tracking# when order is fulfilled. Fulfill order after successful scan option must be on for this to work.

Fulfill order after successful scan

This is now disabled, and this functionality has been moved to Fulfillment rules on the left side menu. Default is off and fulfillment must be done in Shopify. This setting is ignored if "Orders are fulfilled before iPacky" is turned on.

Ask if notify customer on partial fulfill

A dialog will be shown to choose if customer should be notified on this partial fulfillment

Validate orders

If checked it will allow Validators to check an order and complete it. This is an menu item. See how to use it here.

Capture order payment

Tries to capture order payment after order check is complete. Not necessary if you capture order payments in Shopify. Usually not set.

Note: No error message will be given if the capture fails.



Logo URL

URL of logo image. This will be used in several places for your own logo. The easiest way of getting this URL is to right-click on your logo in Shopify, and select Copy image address. This instruction will vary among browsers.

Open URL after order check

Usually not set. Used to open a URL in a new tab after the order has been checked. This can for example be if you want to open the order in a shipping app for shipping label production.


For StarshipIt:

{{shophost}}.myshopify.com/admin/apps/starship/shopify/print.aspx?id={{orderid}}&shop={{shophost}}.myshopify.com


Variables:

{{shophost}} The shop part of myshop.myshopify.com (myshop).

{{orderid]] The Shopify order id.

{{ordernumber}} The order number.


Tags for incomplete orders

If this has a value then there will be an entry in the Actions menu on the scan screen to mark as incomplete. Useful in case of for example missing items. The order will then be tagged with the values specified and the scan will exit this order. Type in a tag and press Enter. It will also show a list of existing tags you can choose from after starting to type. Delete by clicking the X on an existing tag. Read more about incomplete order.

Write incomplete order info to the Shopify order

Functionality for writing a custom attribute on the Shopify order with the incomplete items. Read more about incomplete order.

Local pickup titles

List of local pickup titles. This is the same names as in the Shopify admin settings for local pickup. Used to detect if shipping type is local pickup. Mandatory if orders are fulfilled before iPacky. Because these local pickup orders are not fulfilled before iPacky.

Extra shipping titles

This is useful if your shipping app adds extra shipping titles that are not defined in Shopify. This can then be filtered on in Picking list and Order overview.

Order tags to remove after checking

Not used often. It's used when iPacky should remove some order tags after complete check. Type in a tag and press Enter. It will also show a list of existing tags you can choose from after starting to type. Delete by clicking the X on an existing tag.

Warn when order is not paid

Shows a warning when trying to check an order if it has not been marked as paid in Shopify.

Order tags for new customer

Specify which tags to add to an order when this is the first order for the customer. Type in a tag and press Enter. It will also show a list of existing tags you can choose from after starting to type. Delete by clicking the X on an existing tag.

CSV file delimiter 

This is the delimiter that will be used in CSV import and export. This is usually comma (,) or semi-colon (;).

Special handling of orders with In progress status 

Very seldom used. For merchant with special case where the status of an order can be "In progress".

Allow users to refresh iPacky database from Shopify data

If turned on, it will allow normal users to refresh iPacky with the latest updates in Shopify. There will be a menu entry in the main screen for doing this. Only used when data is out of sync. This is normally not an issue.

Refresh order data from Shopify

Get last 15 days of orders from Shopify into iPacky database. Use if out of sync. Can take some several minutes.

Integrations

Here you connect to the apps that iPacky supports.

Setting

Description

Connect to Bundles app

Connect iPacky to the Bundles app. Read more here

Connect to Simple Bundles app

Connects iPacky to the Simple Bundles app. Read more here.

Validate shipping address

iPacky can check some aspects of the shipping address and give you warnings on the order check screen. You can then edit the address, and it will be written back to Shopify. If using shipping connectors, you can also edit the address if getting back an error, and try to print the shipping label again on the Actions drop-down.

Setting

Description

Validate shipping address

By turning this on, iPacky can help you validate the shipping address in the order check screen. You can then make changes to the address, and this will be updated in Shopify also.

Max length of address1

The maximum permitted length of address1. 0=No check.

Max length of address2

The maximum permitted length of address2. 0=No check.

Max length of name

The maximum permitted length of name. 0=No check.

Phone number required

If on, it will warn you if the phone number is missing. It's recommended that you set this in your Shopify settings if customers are required to enter a phone number.

Local country code

If you fill out your local two-letter country code, then you can specify below some address checking using local rules. These will be checked if the shipping address country is the same as the one specified here. PS: For UK, it's GB.

Local postal code length

The length of the domestic country code. 0= No check. For some countries, this check is done automatically. Like for GB, US

Local postal code is numeric

If domestic postal code is numeric, this can be checked by turning this on.

Note from packer

These settings can automate the work flow of packers note so that the back-office or supervisor can be notified by email and take necessary actions.

Setting

Description

Send email by default

Specifies if the send email check box is checked by default or not.

Send updates on email

Specifies the email recipients of the creation and updates of packers note. If empty, no emails will be sent. Split emails by semicolon (;). For example: mail1@outlook.com;mail2@gmail.com

EMail subject

The subject of the email being sent. You can edit/translate the text. Do NOT change the value inside {{}}. These are variables that will be substituted with a value.

Email body

The contents of the email being sent. You can edit/translate the text. Do NOT change the value inside {{}}. These are variables that will be substituted with a value

Picking notes

Applies for on-screen batch picking only. These settings can automate the work flow of picking notes so that the back-office or supervisor can be notified by email and take necessary actions. Read more about it in On-screen batch picking.

Setting

Description

Send updates on email to

Specifies the email recipients of the creation and updates of packers note. If empty, no emails will be sent. Split emails by semicolon (;). For example: mail1@outlook.com;mail2@gmail.com

EMail subject

The subject of the email being sent. You can edit/translate the text. Do NOT change the value inside {{}}. These are variables that will be substituted with a value.

Email body

The contents of the email being sent. You can edit/translate the text. Do NOT change the value inside {{}}. These are variables that will be substituted with a value

Barcode

Settings for barcode handling.

Setting

Description

Barcode text for setting scan quantity to ordered quantity

Make a barcode with this text and print it. Scan a product on the order. Then you can scan this code with barcode scanner and it will set the quantity scanned to the same amount as the last scanned order line. Very useful when large quantity.

Barcode for incomplete order 

Barcode to click Tag as incomplete button in scan screen. For this to work Tags for incomplete orders must also be filled out.

Trim barcode

Trims space at beginning and end of barcode input. In rare circumstances, a barcode might have space that must be removed.

Replace barcode chars

Very seldom used. This can be used if the scanner reports back wrong characters. Will only work in the scan screen.

Parse QR codes

Used to extract parts of a QR code to product barcode on scan. Only supports Json.

Barcode variable

The Json variable in the QR code that should be parsed into product barcode.

Sounds

Setting

Description

Sounds

Play sound when barcode is scanned / check completed / scan does not match or error. A custom sound can also be chosen. By default it's set to the built-in sound in iPacky. By clicking on Browse you can select your own MP3 sound file. Reset to default will use the built-in sound. Max size of sound file size is 100KB.

Each user can set their own sounds in User settings.

Local delivery label

Dashboard settings

Setting

Description

Exclude partially fulfilled orders from open orders count 

If on it will exclude the orders with status partially fulfilled to be counted in open orders.

Exclude tag from open orders count 

If on it will exclude orders with this tag from being counted as an open order. Type in a tag and press Enter. It will also show a list of existing tags you can choose from after starting to type. Delete by clicking the X on an existing tag.

Only include orders with this tag in open order count

Only orders with this tag is counted in the open orders. Type in a tag and press Enter. It will also show a list of existing tags you can choose from after starting to type. Delete by clicking the X on an existing tag.

Paid only

Will only count as open order if the order is paid.