Get started in under 10 minutes
Follow this step-by-step guide to set up IPK Logistics and run your first picking round.
Prerequisites
- A Shopify store with at least one product (with variants)
- A barcode scanner (optional but recommended) — any USB or Bluetooth scanner
- Unfulfilled orders ready for picking
Part 1
Initial Setup
Install the App
Find IPK Logistics on the Shopify App Store, click Install and approve the permissions. You'll land on the home page with a subscription prompt.
Start Your Free Trial
Click Start 7-Day Free Trial and choose any plan (Basic, Pro, or Enterprise) — you can switch later. Confirm on the Shopify billing page and you'll be redirected back with full access.
Create the Warehouse Metafield
In Settings, under Metafield Definitions, click Create Metafield. This creates a “Warehouse Location” field on all your product variants. This is a one-time step.
Import Warehouse Locations
Click Import Locations, choose your identifier (Barcode or SKU), prepare a CSV with two columns (identifier + location), upload it, and click Import.
# Example CSV format:
SKU-001,A-01-03
SKU-002,B-02-15
SKU-003,C-03-07
Configure Scanner Settings
In Settings, choose between Barcode or SKU for scanning. Then choose the container mode that fits your warehouse:
Cart Mode
Pick with a cart that holds N boxes. You scan the cart once and boxes are auto-numbered. At fulfillment, you scan the cart and process all orders together.
Box Mode
Each box has its own barcode. You scan boxes one by one during picking. Once done, the cart is freed immediately for the next round. At fulfillment, scan any individual box and ship that order independently.
Configure box quantity options (e.g., 1, 8, 16, 32) and click Save.
Part 2
Your First Picking Round
Create a New Round
Go to Picking in the sidebar and click New Picking Round. Select which order statuses to include (Paid, Pending, Authorized, Partially Paid) and choose the maximum number of orders. Click Create.
Scan Containers
You'll be taken to the Boxes page where you link physical containers to orders.
Cart Mode
Scan one cart barcode — boxes are auto-numbered 1 through N. The whole cart moves together from picking to fulfillment: scan the cart at the shipping station to see all orders at once.
Box Mode
Scan each box barcode individually — each gets a position number. Because each box is uniquely identified, the cart is freed right after picking. Fulfillment happens per box — scan any single box at the shipping station and ship just that order.
Pick Items
On the Picking Work page, each item shows its warehouse location prominently. Scan the product barcode, or use +/− buttons to adjust the picked quantity.
Can't find an item? Click Report Issue and choose Stock Error, Damaged Product, or Missing Product. The round completes automatically when every item is handled.
Review (Optional)
After completion, view the picking round summary at Picking → View: total orders, items picked vs. ordered, issues reported, and per-order breakdown.
Part 3
Fulfilling Orders
Navigate to Fulfillment
Click Fulfillment in the sidebar and scan a container barcode. In Cart mode, scanning the cart shows all orders in the round. In Box mode, scanning a single box jumps directly to that specific order.
Verify Items
On the Fulfillment Work page, each line item shows the product, variant, and expected quantity. Use +/− buttons or scan each product barcode. A progress bar tracks verification.
When all items are verified, the shipping modal opens automatically.
Enter Tracking & Ship
Type or scan the tracking number. The app auto-detects the carrier (e.g., 1Z... → UPS) with a confidence indicator. You can override manually if needed.
Check or uncheck Notify customer, then click Fulfill Order. The app creates the fulfillment in Shopify, records the tracking, and releases the container.
Handle Exceptions
If something went wrong, click Release Container to free it. The order is marked as skipped and can be fulfilled later via Shopify admin. You can also release containers in bulk from the Containers page.
What's next?
Explore more resources to get the most out of IPK Logistics.
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