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Transfers: move stock between locations

Stockroom suggests what to move between locations, creates the draft in Shopify, and receives shipments with barcode scanning - plus labels.

Transfers move stock between your locations. Stockroom doesn't replace Shopify's transfers - it works on top of them. Every transfer you create in Shopify admin shows up in Stockroom automatically, and Stockroom adds the parts admin doesn't have: suggestions for what to move, barcode receiving, and labels.

You'll find everything under Inventory, in the Transfers view.

Suggested transfers

When one location dips to its reorder point while another holds more than its maximum stock level of the same item, Stockroom pairs them up: a suggested transfer appears at the top of the Transfers view, showing each item, how much to send, and the value at cost.

  • Suggestions come from the same reorder points and maximum levels that power the Reorder page. Set them on the Suggested levels view under Inventory, or on any product page - without them, there is nothing to suggest.

  • A location's max level is what marks it as having stock to give - anything above that number is excess a suggestion can move. A saved max level of 0 is a valid setting: it means the location shouldn't hold that item at all, so every unit there counts as movable. That's the recommended setup for a central warehouse that pushes stock out to stores - save a max level of 0 on the warehouse for the items it distributes, and set normal reorder points and max levels at each store.

  • How much a suggestion moves is the gap back up to the low location's max level. The reorder point is the trigger ("suggest when stock gets this low") and the max level is the target ("fill back up to this") - so a location already sitting at its max needs nothing. If you set the max level equal to the reorder point, a store holding exactly that amount gets no suggestion; give the max some room above the reorder point (say reorder point 3, max level 6) and a store dipping to 3 gets a 3-unit suggestion.

  • Use the From and To filters to focus on one location.

  • Press Create transfer to create a draft transfer in Shopify with those items and quantities. Review, pick, and ship it in Shopify admin as usual - Stockroom never ships stock on its own.

Suggestions recalculate live: once a draft covers the shortage, or stock moves, the suggestion disappears on its own. This counts both ways - units on any open transfer are treated as already moving, toward the destination's shortage and out of the origin's excess. A forgotten draft can quietly hide suggestions for the items on it; delete or ship it and they come back.

Creating a transfer yourself

Suggestions aren't the only way - press New transfer in the Transfers view to build one on its own page.

  • Pick the From and To locations, then add items: scan a barcode (each scan adds 1), type a couple of letters to search by name or SKU, press Add products to browse your catalog, or press Import CSV to bring in a file - or rows pasted straight from a spreadsheet.

  • The import needs just a SKU or barcode column - a quantity column is optional (rows without one count as 1 each) - and nothing is added until you confirm what matched. Importing a corrected file again updates the same lines instead of doubling them.

  • The At origin and At destination columns show each item's stock before and after the move, at both ends, updating as you change quantities - so you see exactly what the transfer will do before you create it.

  • Add a reference name or a note if you want them on the transfer, then press Create transfer.

Like the suggestion buttons, this creates a draft transfer in Shopify. When it's ready to go, press Mark in transit on the transfer's page in Stockroom to ship everything in one shipment - or pick and ship it in Shopify admin as usual. Partial picks and tracking numbers stay admin work.

Your transfers, synced both ways

The list below the suggestions mirrors Shopify: Open, Transferred, Canceled, and All tabs, with search by transfer number, reference, or location. Transfers created in Shopify admin appear here on their own; anything Stockroom creates or receives shows up in admin the same way. The transfer document itself - items, quantities, shipments, tracking - is always edited in Shopify; use Open in Shopify on any transfer to jump straight to it.

Receiving a shipment

Once a shipment is in transit, open the transfer in Stockroom and press Receive items on that shipment.

  • Counts start pre-filled to everything outstanding, so the "it all arrived" case is one click.

  • Counting as you unpack? Press Zero counts, then scan barcodes or SKUs - each scan adds one to the item's accepted count.

  • Use the Rejected column for damaged or wrong items: rejected units are recorded on the transfer but never enter your stock.

Press Receive and Shopify does the inventory math - accepted units land at the destination, and the transfer's progress updates in both places. Partial receives are fine; the shipment stays receivable until everything is accepted or rejected.

Printing labels

Press Print labels on any transfer to label what you're moving - handy when items get re-shelved at the destination. Rows seed at the transfer quantities, and the same label formats and field checklist you know from purchase orders apply.

Good to know

  • Transfers need updated Shopify permissions. If the view shows a banner about data access, close and reopen Stockroom and approve the prompt - your transfers sync in automatically afterwards.

  • Suggestions need at least two active locations, plus reorder points and maximum levels on the items you want watched.

  • Stock already on its way counts: a location expecting units from an open purchase order or an in-transit transfer isn't treated as low, even if the shelf count sits below its reorder point.

  • Only active products that track inventory appear. A draft or archived product never generates a suggestion, even with levels saved - and neither does a variant marked Exclude from reorder.

  • Locations hidden in SettingsInventory & COGSLocations never appear in lanes or suggestions. The From and To fields pre-fill with your last transfer's route.

  • A max level you've saved yourself counts at any value, including 0. Suggested levels you haven't applied only mark a location as having excess when the suggestion is above 0.

  • Transfer movements show up everywhere you'd expect: the product page's inventory history (shipped out at the origin, received at the destination) and the Incoming click-through on the Products list, which lists in-transit transfers beside open purchase orders.

  • Like the rest of Stockroom's core, transfers are free.

For an overview of transfers, see Transfers on stockroom.app.

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