Transfer Orders Overview
A transfer order moves stock between two of your own Shopify locations — for example, from a central warehouse to a retail store, or from an overstocked location to one running low. Unlike purchase orders, transfers have no supplier, no currency, and no payment records.
In This Section
- Creating Transfer Orders — Three ways to create a transfer, required fields, and what happens on save
- Managing Transfer Orders — Edit, confirm, cancel, and complete transfers
- Shipments & Receiving — Create shipments, record quantities, and track receipt
- Shopify Sync — How and when Synplex pushes transfer data to Shopify's Inventory Transfer API
The Transfer Lifecycle
draft → confirmed → in_transit → completed ↘ cancelled (from draft or confirmed only)
| Status | Meaning |
|---|---|
| draft | Being built; no commitment made, all fields editable |
| confirmed | Locations and line items locked; triggers Shopify sync if enabled |
| in_transit | First shipment created; stock is on its way |
| completed | All goods received and transfer closed |
| cancelled | Transfer voided; Shopify transfer cancelled if previously synced |
Three Ways to Start a Transfer
1. Manually from Transfer Orders Navigate to Transfer Orders and click Create transfer order. Fill in source location, destination location, reference, and line items yourself.
2. From the Inventory Table (Recommended Daily Workflow)
Open a saved view filtered to products that need redistribution — for
example, items that are overstocked at one location and running low at
another. Multi-select rows, click Add to Transfer, and choose
Create new transfer. Synplex passes the selected items with their
inventory level data pre-populated via sessionStorage. This is the
fastest method.
3. From the Supply Plan Go to Demand & Supply Plan → Supply Plan. Items with a procurement strategy of transfer can be converted directly to a transfer order with source and destination pre-filled from the plan.
Key Concepts
| Concept | Description | Detail |
|---|---|---|
| Source location | The Shopify location stock moves from | Required to confirm |
| Destination location | The Shopify location stock moves to | Required to confirm |
| Shopify Sync | When enabled, Synplex creates and updates a native Shopify Inventory Transfer for this order | Shopify Sync |
| Fill rate | Percentage of ordered quantity that has been accepted | Computed automatically |
| Next arrival | Estimated date of the next incoming shipment | Computed from shipment ETAs |
| Delayed delivery days | How many days past the confirmed delivery date the transfer is | Computed automatically |
How Transfer Orders Differ from Purchase Orders
| Transfer Orders | Purchase Orders | |
|---|---|---|
| Stock movement | Between your own locations | From an external supplier |
| Currency | None | Per-PO, auto-set from supplier |
| Supplier | None | Required |
| Payments | None | Full payment record lifecycle |
| MOQ / pack size validation | None | Two-tier validation |
| Shopify sync | Shopify Inventory Transfer API | Inventory adjustment (incoming / available / damaged buckets) |
| Supply plan regeneration on complete | No | Yes |
Support
For help with transfer orders, contact support@synplex.dev.