Set up Pick List & Low Stock

Happify Pick List & Low Stock is installed from Shopify and billed by Shopify. When you install it, Shopify asks you to approve these permissions. Each one is used only for the reason shown.

Pick List & Low Stock does not store or show buyer contact details. Its order import does not ask Shopify for the buyer’s name, email, phone or addresses, and the board, pick list, print view and CSV show order names, not customers. If another Happify app on your store needs those details they are kept for that app, but this app still does not show them. “Notify customer” on a risk-flagged order reads that order’s email from Shopify at the moment you click, sends the notice and keeps no copy. The app needs Shopify’s protected customer data approval for orders, and for the email field if you use Notify customer.

1. Install the app and choose a plan. Every plan starts with a 7-day free trial billed by Shopify.
2. Wait for the first import. A “First import still running” banner shows on the home screen until orders, products and stock have synced.
3. Open Settings and set “Hours before an open order is overdue” (default 48) and “Default low-stock threshold” (default 5).
4. Open Pick list to see the units your open orders need, then Stock to adjust thresholds per variant.

If the home screen says Shopify has not approved orders or customers access, the open-order queue and pick list stay empty until that approval is in place. Stock levels and thresholds still work.

Tiles at the top show open orders, overdue orders, orders blocked by stock and open order value. Below them is the queue, oldest first.

• Each row shows hours since the order, Ready to pick or Short, Shopify’s risk recommendation, tags and an internal note.
• Search by order, filter by tag, or show risk-flagged orders only. Download the queue as CSV.
• Advanced: tag a row, or select rows and apply a tag in bulk.
• Pro: “Fulfil” on a fully pickable order, or “Fulfil selected”, creates the fulfillment in Shopify.

The pick list totals the units every open order needs per variant, in shelf order, with any shortfall and a per-location breakdown.

On Pro, turn on scan mode and scan items as you pick. Keyboard-style USB or Bluetooth scanners work in any browser. Where the browser supports barcode detection, a camera option appears. Scans match every barcode on the variant first, then the SKU. Checking off is local to your screen and writes nothing to Shopify.

Stock lists variants flagged negative, out or low, with available, committed and remaining units, sales in the last 30 days and velocity. Set a threshold per variant; when there are recent sales a “Suggest” button offers one.

The admin action “Set workflow tag” on the Orders list in Shopify admin applies needs-stock, ready-to-pick or on-hold to a selection (Advanced).

Print opens a plain sheet of the queue and pick list for your browser’s print dialog. History (Pro) shows a 14-day fulfillment trend, average hours to fulfil and a log of settings changes.

In the theme editor, add the “Pending order status” app block to any page to show a heading and message such as “Need help with an order?”. The text is what you type; the block reads no order data.

• “Nothing waiting. Every order is fulfilled.”: there are no unfulfilled orders in the last sync.
• Orders cancelled or refunded before fulfillment are not treated as open.
• “This app is waiting for updated permissions”: open the app from Shopify admin and approve the new access request.
• The digest did not arrive: check the address in Settings; the app sends at most one digest a day (or week).

Prices are in US dollars per month, billed by Shopify. Every plan starts with a 7-day free trial, and you can change or cancel the plan from the app at any time.

Uninstall from Settings › Apps and sales channels in Shopify admin. Uninstalling cancels the subscription and stops syncing straight away.

• Tags the app added (needs-stock, ready-to-pick, on-hold and your rule tags) stay on your orders.
• Remove the “Pending order status” block from your theme if you added it.

Shopify asks us to delete your store’s data 48 hours after uninstall, and we delete it then. The privacy page for this app lists exactly what is stored and what is deleted.