Choose Your QrX Setup Path
QrX is used by very different businesses: Shopify merchants, webshops with their own system, merchants that only print labels, fulfilment companies and software platforms. The Get Started guide in PortalX therefore asks one question first: What describes you best? Your answer picks a setup path, and the guide then shows only the steps that matter for your business.
Where to Find It
When you sign up, you can answer What describes you best?. This is optional and you can change it later.
If you skipped it, the Get Started guide asks the first time you open it: Settings > Business > Get started.
Not sure which path fits? Click Not sure? Answer 3 questions. QrX asks where your orders come from, whether your customers should pay at the door, and who packs the parcels (and whether you want stock in QrX), and then shows We recommend with a path.
The Setup Paths
I sell on Shopify: your orders come from Shopify and your customers pay at the door. Guide: "Get Started as a Shopify Merchant".
I sell on another webshop or my own system: WooCommerce, Magento, Lightspeed, a custom shop or your own order system. Guide: "Get Started with Your Own Webshop or System".
I want labels and payment at the door, no integration: you create or import orders yourself and want labels plus Payment on Delivery. Guide: "Get Started with Labels and Payment on Delivery".
I only need shipping labels: you print carrier labels and keep customers informed, without payment at the door. Guide: "Get Started with Shipping Labels Only".
I am a fulfilment company and connect my own WMS via the API: you ship for other webshops and connect your own warehouse system. Guide: "Get Started as a Fulfilment Company (API)".
I am a fulfilment company and want to use the QrX WMS: stock, picking and packing in QrX. The guide starts with Ask QrX steps; QrX plans the setup with you.
I run my own warehouse and want the QrX WMS: for merchants with their own warehouse. Starts the same way, with Ask QrX steps.
I build software and want to connect my merchants: you make a WMS, shop platform or shipping software. Guide: "Get Started as a Software Platform Partner".
I am a carrier, parcel locker network or payment provider: partnerships are set up with the QrX team. The path is marked Set up with QrX (book a call). See "QrX for Carriers and Parcel Locker Networks" and "Partners and How to Partner With QrX".
Changing Your Path
Open the Get Started guide.
In the guide header you see your current path. Click Change path (pencil icon).
Pick another path. Before you confirm, QrX shows which steps will appear and which will be hidden.
Your progress is never lost. Steps you already finished stay finished, also when they appear again in another path. The path is shared by everyone in your company, just like the progress.
Adding Modules
Click Add module in the guide header to add steps for extra features to any path:
Shopify: import Shopify orders and let customers pay at the door.
API and webhooks: create transactions from your own system and receive webhooks.
Returns: let customers start returns in your branded returns portal.
Customer communication: branded tracking page, messages, SMS and the Message Centre.
Multiple clients: one channel per client webshop, each with its own payment provider.
Pack station and Warehouse (WMS): these show Needs activation: the guide then shows one Ask QrX step, and the other steps are added as the feature is turned on for your account.
Removing a module only hides its steps. Your progress and everything you set up are kept.
Common Questions
I picked the wrong path. Change it at any time with the pencil icon. Nothing is lost.
A colleague cannot change the path. The path is chosen by an administrator of your company. Other users see it read-only. Ask your administrator.
My account existed before paths were introduced. You keep the Standard guide you had until an administrator picks a path. QrX may recommend a path based on how you already use QrX, but never switches it without your click.
I am a carrier or payment provider. These partnerships are set up together with the QrX team. The guide shows a Book a partner call step.
I want the QrX WMS. Pick one of the two WMS paths and click Ask QrX in the step. QrX plans the setup with you.
When to Contact Our Support Team
Contact QrX support if you are not sure which path fits your business, if a module stays on "Needs activation" after QrX confirmed it is turned on, or if steps you finished show as open again after changing your path.