Transfer Orders

Transfer Orders are a way of moving stock between locations, whether it is your warehouse and retail store, or between two retail stores. They allow you to create a transfer order, which can be fulfilled by picking the items from one location and shipping them to another.

Stocky has been the way to manage stock transfers between locations in Shopify POS for a long time. However, Shopify has announced that they will be deprecating Stocky transfers and moving Transfers to Shopify Admin in 2025. Your transfers will be migrated over to the new Transfers in Shopify Admin, which allows you to manage your transfers in a more streamlined way.

However not all the features in Stocky will be available in the new Transfers. So, for example, replenishment limits haven't moved over, and there's only specific ways to add products. This is where Stock Takes by Pimsical comes in.

We work seamlessly with Shopify transfer orders. Whether you create transfers in our app or in Shopify admin, whether you add items in Shopify or in our app, the transfer is kept fully in sync for you.

Check out our video or read on to find out more about how Transfer Orders work in Stock Takes by Pimsical.

Adding items to Transfer Orders

We have got loads of options to add items:

• You can add them manually, one at a time.
• You can add them by a point of sale via our tile on Shopify POS.
• You can import items via CSV. Whether you are using product ID, SKU, or barcode to identify your products, giving you the flexibility to work how you want to work.
• Or you can generate it automatically using Replenishment limits.

Replenishment Limits

You can use our replenishment limits to automatically replen a shop or a shop floor, depending how you split your locations for example. You can set up replenishment limits easily in our settings. Here you can create default replenishment limits for a location. So, you do not have to remember to add a replenishment limit for every single product. You can set one globally for a location and ensure, for example, we have only got a maximum of five snowboards available on our shop floor because they are quite bulky. This saves you time and reduces the chances of errors because you do not have to set them one at a time for every single product.

However, you can always set specific product overrides. When you go to the products page in Shopify, you can search or filter down to the product you want to choose. Then click the ... and go to Set Replenishment Limits. You can then enter the amounts and at which location and can save that. And it is as easy as that to set your replenishment limits, both at a global level and specific product overrides if you want more or less of a certain product.

You can then jump back into our transfer order, hit generate in the PML Stock Take (Inventory Count) app, and those items will be automatically added to the transfer. You will get an e-mail when it has completed.

Managing Transfer Orders on Shopify POS

You can empower your retail teams to manage transfer orders directly from Shopify POS. This allows them to add items to a transfer, pick, pack and ship items for transfer, and receive items at the destination location. All from the same POS they use every day.

No need to send CSV files between teams, using different systems like Netsuite WMS or other inventory management systems or conduct manual communication between teams when transfers are in progress. Your full transfer process done in one place.

Check out our video on how to manage transfer orders on Shopify POS here.

We have a new transfer orders tile, when opened this will display any transfers that are to or from my location and the status of them so you can always keep an overview of what is going on in your retail location.

You can also create a transfer from Shopify POS. Here you can give it a reference name, decide whether you are transferring to my location or from my location, and where you are transferring from.

Adding items

When you are at the destination of a transfer, you can add items to it, and you can see a summary of the information about the transfer and status, so you always know what you are working with. Here you can add items using either the camera, any connected Bluetooth barcode scanner, or being able to search items as well. You can easily add these to the transfer and keep adding more extra items. You can go back and get an overview of the transfer at any time, and can go into the line items, update the quantity, or remove it if we have made a mistake. When you are ready and have decided all the items you need, you can mark the transfer as ready. You can also add items via Shopify admin or via our app in Shopify admin as well, the transfer will be fully kept in sync.

Picking, packing and shipping

When a transfer is ready, then it cannot have items added to it further, but its ready to be picked and packed by the team at the origin. If you are transferring between two retail locations, you can do this all from Shopify POS. First, you create a new shipment. You can then pack against that shipment. You can automatically start scanning items from the transfer order page using any connected scanner or opening the camera as well. Or you can click on each line item and manually pack it. Once you have packed enough items, you can complete the shipment. You can decide if it is an internal shipment, i.e. within a store, if you have separated your shop floor and your stockroom, or if you are using a different carrier, you can enter all that information here. If you have a tracking number or want to set any expected arrival date. You can dispatch one or multiple shipments for a transfer, depending on how you need to process it.

Receiving items

Once a transfer has had some items dispatched, you are ready to receive it in the retail store. We can now receive shipments at the destination location because the shipments are in transit, and the transfer is marked as In Progress. You can select a shipment to receive, if there are multiple deliveries and get an overview of each one. You can select that shipment, then you can start scanning products automatically from the transfer order screen using any connected scanner or opening the camera. Or again you can manually click on the line items and receive them manually. Here you can receive and reject items. If you need to make any changes, you can change the numbers that have been received or rejected to make any changes.

When all goods have been received or rejected the transfer will be marked as completed. It is as easy as that to run your entire transfer order process, all from Shopify point of sale.

Whether you're creating a transfer and adding items, picking, packing, and shipping those items to different retail stores or warehouses, or receiving those goods into store and keeping track of what you've accepted and rejected, you can run your entire transfer process all from Shopify point of sale with RMAP. And of course, it has all kept in sync with Shopify admin.

Demonstrations

Our videos show you how to manage transfer orders in Stock Takes by Pimsical, from adding items to creating shipments and receiving them in your retail store.

Contact Us

Got any questions about Transfer Orders, migrating from Stocky or need help planning your POS setup? Get in touch, we would love to chat!