Transfer Orders allow multi-store owners to move stock between their stores accurately and with a clear audit trail.
Note: Transfer Orders are part of Advanced Inventory Management and require an active subscription. See Advanced Inventory Management Overview to learn how to activate it.
Creating a Transfer Order
In the Back Office, go to Inventory Management → Transfer Orders.
Click + Add Transfer Order.
In the Create Transfer Order form, select the Source Store and Destination Store from the drop-down lists.
Optionally, adjust the following fields:
- Date — Change the transfer date to schedule a future transfer or record a past one.
- Notes — Add any relevant notes for the order.
Adding Items
In the Items section, add the products you want to transfer. Only items with the Track Stock option enabled will appear in the list. For each item, you'll see the current stock levels at both the source and destination stores. Enter the quantity to transfer in the Quantity field.
Importing Items via CSV
You can also add items in bulk by importing a CSV file:
Click the Import button.
On the Import page, download the CSV template to your computer.
Fill in the template with the following fields:
Field | Required |
|---|---|
SKU | Required (if Item Name is not provided) |
Item Name | Required (if SKU is not provided) |
Variant Name | Optional |
Quantity | Optional |
Select the completed CSV file from your computer and click Upload.
Saving the Transfer Order
Once your item list is ready, choose one of the following options:
- Save as Draft — Saves the order without making any stock changes.
- Create — Creates the transfer order and reduces stock at the source store immediately.
Managing the Transfer Order
After creating the order, the following actions are available from the Transfer Order details page:
Action | Description |
|---|---|
Send | Emails the transfer order to the destination store. |
Edit | Opens the order for editing. |
More → Download | Downloads the order as a PDF or CSV file. |
Transfer Order Statuses
Transfer orders move through the following statuses:
Status | Meaning |
|---|---|
Draft | Order saved, no stock changes made. |
In Transit | Order approved — source store stock is reduced, |
Transferred | Destination store has confirmed receipt — destination store stock is updated. |
Moving Between Statuses
To move from Draft to In Transit, click Approve on the Transfer Order details page.
To complete the transfer and move to Transferred, click Receive once the items arrive at the destination store. The destination store's stock will be updated to reflect the received quantity.
See also:
Advanced Inventory Management Overview
How to Work with Purchase Orders and Suppliers