Operating transfers, stock takes & returns

Beyond purchase orders, a connected assistant with write access can operate three more inventory surfaces — transfer orders, stock takes, and supplier returns (RMAs) — plus your per-product reorder rules. This page explains what each covers, what the guardrails are, and what you’ll see in Logistified and Shopify while it happens.

Transfer orders

The assistant can run a transfer order through its whole life:

Create drafts (both locations are required and must differ), edit the header, and manage line items.
Send the transfer — available stock drops at the source location and the quantities appear as incoming at the destination, exactly as if you had clicked Send.
Receive goods at the destination — partially or fully. Receiving moves the incoming quantities into available stock, and the order’s status follows automatically (Partially Received → Received).
Adjust plans mid-flight — raising or lowering a planned quantity on a sent transfer reconciles the source’s available stock and the destination’s incoming figures to match.
Cancel or revert — this reverses the inventory movements, including quantities that were already received.
Delete drafts. Anything that has been sent must be cancelled first — cancelling puts the stock back; deleting would not.
Correct stuck incoming figures on completed or cancelled transfers (the recovery action).
Duplicate a transfer order — create a new draft pre-filled from an existing order (header and line items, with a fresh status).
Set addresses on a transfer order (the from and to location addresses used for documentation).

Stock takes

The assistant can run a count from start to finish:

Create a stock take for a location, add the products to count, and record counted quantities (counts are absolute numbers; differences are computed for you).
Manage count reasons — the reason list your team picks from.
Apply the stock take — this is the finish step: every counted difference is pushed to Shopify as an inventory correction (with the stock take as the named reference), and the stock take completes automatically once everything has synced.

Supplier returns (RMAs)

Create returns — from scratch or pre-linked to a purchase order’s lines.
Drive the lifecycle — approval, transit, receipt at the supplier, inspection, resolution, closing; plus hold/resume and the same fast-forward shortcuts the app offers.
Record shipment details and keep quantities up to date (requested ≥ approved ≥ shipped ≥ received, enforced).
Mint supplier credits for returned goods — per-line or as one grouped credit — and void credits that haven’t been applied to anything yet. Credit totals are recalculated for you.
Correct a credit amount on a minted credit if the agreed value changed after it was issued.
Set return and origin addresses on the order.
Manage return codes — the reason, condition, and disposition codes your team picks from when classifying returned items. The assistant can add, rename, and remove codes.

Return orders never touch Shopify inventory directly — they live in Logistified’s books, so there is no sync risk on this surface. Applying credits to purchase orders is handled through the purchase order write surface.

Reorder rules (variant constants)

The assistant can maintain the per-product, per-location rules your forecast uses — minimum, maximum, reorder point and target quantity:

Set or update rules in bulk (up to 250 rows at a time), referencing products by id or SKU and locations by id or name.
Clear values explicitly, or delete whole rules.

These are plain data edits — no Shopify side effects — but they steer your reorder suggestions, so review larger bulk changes like you would a CSV import.

Guardrails that apply everywhere

The same principles as on purchase orders, enforced on every action:

Only valid moves. Each status allows only its legitimate next steps; refusals name the rule and the correct next action, so a capable assistant self-corrects.
Inventory-true paths only. Statuses whose side effects matter (receiving a transfer, finishing a stock take) are reached by doing the work, never by setting the status.
Deletes are cancel-first. Where cancelling reverses inventory and deleting would not, deleting is refused until the order is cancelled (and the server enforces this — not just the assistant’s view of it).
No silent data loss. Over-receipts, quantity rollbacks and mid-flight edits that would desynchronize Shopify are refused with an explanation.
Honest reporting. After each action the assistant receives a report of what was staged in Shopify; if something failed after the books were updated, the report says exactly how to recover — and warns when blindly retrying would double-apply.

Safety & audit

Every call is logged per API key or connection, and access can be revoked at any time — see Managing access & security. Write access is opt-in (write-scope API keys, or web chats granted write at link time); read-only connections see none of these actions.