Getting Started with Pack Perfect

This quickstart takes you from a fresh install to picking and packing your
first order in about fifteen minutes. It deliberately skips every advanced
feature — you’ll create one user, one login code, and run a single order
shipment through the whole pipeline: prepare → totes → batch → pick →
pack.

You’ll need:

• Pack Perfect installed on your BigCommerce store.
• At least one order with the status Awaiting Fulfillment.
• A printer (for the batch page and its QR code).
• A barcode scanner is handy but optional — every scan step can also be
  done by typing or clicking.

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Step 1 — Create a warehouse user

Warehouse work is done by users, not your BigCommerce admin account.

1. From the Pack Perfect home page, open App Settings, then Users.
2. Click New User.
3. Enter an Email and a Login Name — the login name is what you’ll
   type into the warehouse app, so keep it short.
4. Tick Picker and Packer so this one user can do both jobs.
5. Click New User to save.

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Step 2 — Create a warehouse login code

A login code ties the warehouse session to your store and location. You’ll
enter it once when logging into the warehouse app.

1. Go to App Settings → Warehouse Login Codes.
2. Click New Login Code, leave the expiry at the default, and confirm.
3. The new code appears in the table with a QR image — copy the code text
   or keep this tab open so you can scan the QR later.

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Step 3 — Prepare your order shipments

“Preparing” pulls your awaiting-fulfillment orders into Pack Perfect.

1. Open Convert Order Shipments from the home page.
2. Click Prepare All Order Shipments and wait for the green summary —
   every shipping consignment on an awaiting-fulfillment order becomes a
   prepared shipment in the table.

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Step 4 — Convert one shipment to a tote

Leave the Cart Layout dropdown on [Default] Single tote unlimited.
The built-in layout puts each shipment into a single tote with no item
limits — ideal for a first run.

1. In the prepared shipments table, uncheck every row except one — pick
   a small shipment.
2. Click Convert 1 Shipments to Totes (the button shows how many rows
   are selected).
3. You’re taken to the Unassigned Totes tab, where your new tote is
   listed.

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Step 5 — Create a batch

A batch is the unit of work a picker takes onto the floor.

1. On the Unassigned Totes tab, check your tote.
2. Click Assign 1 Totes to Batches.
3. The success message links to Active Batches, where your new batch
   shows the status Prepared.

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Step 6 — Print the batch page

The batch PDF’s first page has a QR code that the warehouse app can use as the
cart ID — print it now so it’s waiting on the picking cart.

1. Open Active Batches.
2. Click Download Prepared Batches PDF.
3. In the options dialog, turn off Include Order Shipment Information —
   you only need the batch summary page for this run.
4. Click Download PDF, open the file, and print at least the first page.
   Clip it to your picking cart.

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Step 7 — Log into the warehouse app

1. Back on the Pack Perfect home page, open Warehouse App and click
   Continue to Web Version.
2. On the login screen, enter:
   • Employee Login or Email — the login name from Step 1.
   • Warehouse Code — the code from Step 2. Scanning the code’s QR
     image into this field works too.
3. Click Log in. You’ll land in the warehouse app — the Picking tab
   is where your batch is waiting.

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Step 8 — Pick the batch

1. On the Picking tab, click your batch card.
2. The Confirm Cart Setup dialog shows which cart positions hold totes —
   put the tote on your cart, then enter the Cart ID: scan the QR code
   on the batch page you printed, straight into the Cart ID field.
3. Click Cart Ready — you’re picking.

4. Click the barcode field (“Click to focus, then scan barcode”) and scan
   the first item’s SKU or UPC barcode. A popup shows the item and its
   tote position — grab it from the shelf, drop it in the tote, and click
   Mark as Picked. No scanner? Click the item in the list and confirm
   instead.
5. Repeat for every item — the progress bar counts you down, and picked
   items are checked off the list.

6. When the last item is done you’ll see All items picked. Click
   Mark Batch Picked and confirm — the batch moves to the packing
   queue.

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Step 9 — Pack the tote

1. Switch to the Packing tab and click your batch — it now shows the
   Picked status.
2. The Start Packing dialog asks you to confirm the cart is in front of
   you. Click Start Packing.
3. Click the shipment card, and in the Confirm Totes dialog click
   Totes Ready — you’ve pulled the tote off the cart to pack it.

4. On the packing screen, check off each item as you put it in the box —
   scan its barcode and confirm, or click the item’s checkbox.
5. With every item checked, the Order Rules section appears showing the
   ship-to address. Click Complete Packing.
6. Back on the Pack Batch screen, click Complete Batch and confirm.

That’s it — the batch is Complete. Your first order went through the
full pipeline: shipment → tote → batch → picked → packed. You can see it on
the Completed Batches page.

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Where to go from here

This was the minimal path. When you’re ready to scale up, these features
are waiting:

• More staff — create a user per employee and control who can pick,
  pack, or process returns with per-user permissions. See Warehouse
  Users.
• Fresh login codes — regenerate and print QR codes for each shift or
  posting spot. See Warehouse Login Codes.
• Bigger carts — define layouts that match your real picking carts so a
  batch can span many totes, and shipments split across them automatically.
  See Cart Layouts and The Cart Layout Form.
• Batching at volume — convert many shipments at once, watch for layout
  blockers, and undo tote creation when plans change. See Converting Order
  Shipments to Totes.
• Packing rules — enforce per-product, per-variant, per-category, or
  per-order requirements: required scans, photos of the packed box,
  shipping-method checks, order-status updates. See Packing Rules and
  The Packing Rule Form.
• Live tracking — watch every batch move through its statuses, see
  who’s working on what, and dig into any batch’s full detail page. See
  Active Batches and Batch Detail.
• Returns to stock — when items can’t be packed, the returns workflow
  tracks them back to the shelf. See Completed Batches.
• The mobile app — the same warehouse app runs on phones and tablets. See The Warehouse App.
• Audit trail — every action is logged for 90 days. See History.
• Fine-tuning — PDF page size, default cart layout, BPN separator, and
  automatic order-status updates live under App Settings.

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