Quick Start Guide

Welcome to Logistician 55! We are glad to have you as a user, and look forward to helping your business with order preparation and fulfillment. 
This guide is meant to provide you with an overview of our app and a quick rundown of the user interface and available features to help get you up and running. If you have any questions about the app that are not addressed in this guide or any of the linked articles, please feel free to contact us directly for help.

The Logistician 55 app is split into two separate views. Each of these views provide their own utility, and work to enhance your ability to prepare items for shipment and fulfill orders.

The item list serves as a global pick list which aggregates the line items for all of your open orders. It can be used as a pick list for fulfilling orders, or to determine which products to manufacture based on demand. It also allows you to keep track of items that have been prepared or manufactured. Read more >>

The order list can be used to determine which orders can be fulfilled based on in-stock items or prepared item quantities, and also to generate pick lists for specific orders. For example, you can identify which orders have all items in stock, and then generate a pick list for those orders. Read more >>

The User Interface

Both the order view and item view share a common design, which starts with a global count of unfulfilled orders and line items at the top of the page:

The number of open orders that we display is not the same as you might see in Shopify, but is instead calculated by our app based on orders that are not archived and have at least one unfulfilled item. 
The number of unfulfilled items that we show at the top of the page corresponds to the sum total of the item quantities in all open orders. If you have two open orders, of which one needs 2 of "Widget Y", and the other needs 2 of "Widget Z", then the unfulfilled item count will be 4.

Selecting a View

By default, the item list will be displayed when the app is loaded. You can switch between either the item or order lists via the "Select View" menu, or by clicking/tapping either the "Unfulfilled Orders" or "Unfulfilled Items" panels at the top of the page.

A thin blue line will appear below the panel that corresponds to the current view, allowing you to easily identify the current list. The blue line is visible in the screenshots above, under the "Unfulfilled Items" panel. This signifies that the item list is the active view in the screenshots.

Syncing Data Manually

There are cases where you might need to sync the data for your shop manually. One such example would be when using the "Transfers" feature for updating your inventory in Shopify. Because Shopify does not send information about inventory transfers to our app, the in-stock quantities will need to be updated manually in that case.
To manually sync your orders or inventory, simply choose the desired option from the drop-down in the top-right:

Interacting with the List

Below the global information will be various options for interacting with the list and performing certain tasks. Currently, the following options are available:
  • Sorting
  • Filtering
  • Refreshing the list
  • Viewing Details
Details on filtering, sorting, and showing/hiding details, can be found in the dedicated knowledge base entries for the item list and order list.

Viewing the List

Below the main navigation is where the data for each list is displayed. This section of the page may have a different appearance, depending on whether or not you have any open orders. 
If there are no open orders, it will look like this: 

Otherwise, it should look something like this:

Above the list of orders or items, you will see a gray bar which lets you know how many unique line items or orders are in the list, as well as their sorting order. You can see this in the above screenshot.
If there is an active filter, a blue bar will be displayed below the gray one that shows information about the current filter and allows you to remove it if desired. Note that when a filter is applied, the number of items displayed may not match the count in the gray bar.
A filtered view will look something like this:

Using the associated UI controls, you can save filters or different sorting options as the default, so that they will be active whenever the list is loaded. The default filter can be cleared when it is active using the button that appears.

Printing the List

Both the item and order lists may be printed. To do so, simply click the drop-down at the top of the page, and select the desired option:

If you print the page without using the menu (such as by going to "File > Print" in your browser), the printed pages may have display issues. For the best results, please be sure to use the print menu within the app. 

Viewing Updates

Our app will be notified by Shopify whenever there are new or updated orders, fulfillment activity occurs, or updates are made to product data. If any of these actions occur while the app is open, the "Reload List" button will change state to let you know that there is new data available.

Our app requires some time to process your store's data and format it for the list views. As a result, updates to prepared quantities, orders, fulfillments, and product data may not be always be visible right away. Usually, updated information will be available within a few seconds; however, in rare cases, it could take longer. 

When there is new information to display, the "Refresh List" button will be replaced by one that reads "Load New Data", as shown below:

If the list is up-to-date, then the "Refresh List" button will be displayed instead:

This button may change state frequently for high-volume stores, and also when making many changes to product data or prepared quantities.

This concludes the overview of the user interface and the shared list features within our app. From here, we recommend viewing the dedicated knowledge base articles for each list view for more information on the features that they provide and how they can be used:

Learn about the Item List ยป
Learn about the Order List

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