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This is the scan screen where you will do the actual checking of the order.

Lets you enter or scan the order number to start checking items. If you want to cancel the current order check, the Reset button resets the form.

When you open an order here, it will be locked and marked as in use, so that other users don’t check the same order. The lock expires after 15 minutes.

After you loaded the order, the screen can look like this:

The actual layout and options will vary based on the settings. This example is with kits/bundles (Bundles), bin location, packers note and product notes. And with Timeline turned on, and showing order tags.

Now, you can start scanning the barcodes of the products to check them against the order. Each order line shows the product, the ordered quantity, and the scanned quantity. When an order line is complete, it will turn green. Partially complete order lines will show as light blue with the number of scans shown after the colon, in the Qty column.

Element

Description

Input field

Type or scan barcode or SKU. This will be matched against the order lines to see if it exists on the order. In order to accept SKU input, the Include SKU in scan must be turned on in Settings→Limitations.

Actions

A drop-down menu with several choices:

  • Edit packers note. Select this to edit the note from packer.
  • Edit customer's note. Will edit the note that the customer made on the order. This is disabled by default. Can be turned on in Settings→Limitations
  • Save and continue. Saves the current scan status. Very useful when you are working on an order that has many items, and you want to protect yourself against data loss. If something happens, and you enter this order again, it will load the last saved scan status.
  • Save and quit. This allows you to save the current scan status. By opening the order again, it will continue from where you left off. Very useful for resolving packing issues, or if you need to do the packing in multiple stages.
  • Tag incomplete. Here you can mark the order as incomplete. It will tag the order and cancel the order check. Useful if the order cannot be fulfilled. Only visible if Tags for incomplete orders is set in Settings→Advanced.
  • Save and mark as incomplete. Same as Tag incomplete, but also saves the scanned items so far.
  • Partial fulfill. Partially fulfills the order. Turn on in Settings→Limitations.
  • Take photo
  • Open order in Shopify. Opens this order in the Shopify Dashboard.
  • Skip fulfillment. If iPacky is fulfilling the orders, this will instruct iPacky to not fulfill this order after checking it.
  • Skip shipping label. If iPacky is set up to use a shipping connector, this will skip the shipping label production for this order.
  • Clear all scans. Clears all scans on the order.
  • Show/Hide completed lines. Very useful to hide order lines that have been completely checked. Only visible if Hide completed order lines has been selected in User settings.
  • Complete scans. This is shown if you use 2-round validation, and this is the first round. Scan all items you can fulfill, and use this to flag that the rest cannot be fulfilled. Then in round two, they will see which items were not scanned during the first round, and do a partial fulfillment.

Order info

Shows order number, when order was created and quantity. Quantity is the total number of items on the order.

Note

If any order note from the customer, it will be shown here.

Tags

List tags from order or customers specified in Settings→View.

Timeline

Will list the last 5 timeline comments on the order if Settings→View→Show order timeline comments in turned on.

Note from packer

Packer can write notes on this order. For example when something on the order is out of stock. This is a menu item in Actions. Read more about it.

Bin location

If turned on in Settings→View, and not turned off for the user in User settings, it will show the bin location for optimized picking route. Bin locations are defined in Dashboard→Metafields. To sort on bin location, this can be set in User settings.

Image

Show or hide product image is set in User Settings. By clicking on the image, it will expand to full screen.

Qty

Shows the order line quantity : scanned quantity.

Plus icon

Increment manually the scanned item quantity by one.

Edit icon

Allows manual edit of scanned quantity. Very useful if the quantity is too big to scan, or the item does not have a barcode. By default, the suggested scanned quantity in this edit dialog will be the order line quantity. By setting Set default value of quantity edit to empty to on in Settings→Limitations the default suggested scanned quantity will be empty to force the user to enter a value.

Box calculation

Will be shown if the Packing box calculation module is activated in iPacky.

The green round pill after the product name shows the available inventory from Shopify. This can be turned on in Settings→View→Show available inventory in order check.

Ungroup virtual products

If using the order check screen while picking and using virtual products (bundles), you can turn on ungroup virtual products.

We strongly advise scanning each item using a barcode scanner if possible to avoid human mistakes.

Deny of manual edit of quantity and SKU enter can be done in Settings→Limitations.

You can even edit the shipping address on this screen, and it will be written back to Shopify. iPacky can even warn you about some basic address issues. Settings→Validate shipping address

When all items on the order have been scanned, the system will be ready to scan the next order. If there are any errors in scanning order lines, it will be shown on the screen (with sound alert). If the order is successful, then a checked tag will be placed on the order, which can be viewed in the order list in Shopify admin.

Useful options in User settings:

  • Select the sounds for success, barcode, and failure events.
  • Choose the font size in order lines. If you are reading the screen from a distance, this will make order lines easier to see.
  • Show product image.


Useful options in Settings:

  • Scan shipping labels to make sure you’re sending packages to the correct customer.
  • Fulfill order after a successful scan. This will fulfill the order in Shopify once a scan is successful.
  • Partially fulfill what you have entered and return to the order later.