Creating a TO

Creation paths

Open Supply Orders → Transfer Orders. The Create Transfer Order dropdown offers:

Path	Menu item	Notes
Blank	Create Empty TO	Pick origin + destination, then add lines manually on the detail page.
From CSV/XLSX	Import from CSV/XLSX	Bulk-create one or more TOs from a spreadsheet. Rows are grouped by `from` + `to` location pair. Rows where origin = destination are flagged and skipped.
From min/max	Create from Min/Max	Picks variants whose destination stock is below your trigger threshold and the source has enough surplus to refill them.
From forecast	Create from Forecast	Uses your demand forecast to move surplus from the origin to cover a predicted shortfall at the destination. You pick the two locations and a strategy, then review the recommended quantities before creating.
From sales	Create from Sales	Moves the number of units sold over a period you choose, from the origin to the destination — capped at what’s available at the source by default.
From orders	Create from Orders	Build one TO by picking line items off one or more sales orders. Also available from the Orders tab, per order or in bulk.

The min/max creation flow

You pick one origin and one destination, then choose three rules:

Trigger — when does a destination need stock? Choose minimum inventory, reorder point, or target inventory. The TO will only include variants whose destination on-hand is below the chosen level.
Refill — how high do you want to top up to? Choose reorder point, target inventory, or max inventory. The refill level must be higher than the trigger level (the dialog hides invalid combinations).
Source policy — how much of the source’s stock are you willing to move?
- Cap at available stock (default) — never propose more than the source actually has on hand.
- Ignore levels at source — take whatever’s needed, even if it would leave the source negative.
- Keep source at target / reorder point / min — leave at least that much at the source after the move.

You can also set a minimum transfer quantity to skip variants where the calculated move is too small to be worth it, and add variant filters to narrow the flow to a subset of your catalog (a single vendor or product type, for example).

A Location-Specific Destination Stock switch (on by default) decides how the trigger and refill levels are evaluated: with it on, they compare the destination location’s own stock; with it off, they compare stock across all locations combined. Source-side stock and the source policy floors always stay specific to the source location. When you preview with this switch off, the preview table is badged global destination stock and its Stock column is relabeled to make the wider comparison clear.

Choosing Preview calculates the recommended quantities and opens an editable table — From/To stock plus the trigger and refill thresholds you chose, one row per variant. Adjust or remove any line, then Create Transfer Order — the Draft only ever contains variants that were in the preview. Quantities are re-checked against current stock at creation — they may differ from the preview in either direction — and increased quantities are capped at what the source location can supply under the chosen source policy (only Ignore levels at source is unbounded).

Caveats:

Variants without the relevant override at the destination (e.g. no minInventory if you chose the minimum-inventory trigger) are skipped.
If you pick Keep source at target / reorder point / min and a variant has no such override at the source, it falls back to transferring the full needed quantity for that variant.
If you pick Ignore levels at source, source on-hand isn’t protected — review the preview before creating.

The forecast creation flow

This flow uses your demand forecast to rebalance stock: it moves surplus from the origin to cover a forecasted shortfall at the destination. You pick one origin and one destination, choose a strategy, then review the recommended moves before creating.

Strategy:

Deficit / surplus (default) — move just enough surplus from the origin to cover the destination’s forecasted shortfall. Two sub-options shape it:
- Refill the destination to cover its coverage horizon (default) or its lead-time period.
- Trigger a refill when the destination falls below its reorder point (default) or below its target.
Equalize days of supply — level out the days-of-stock between the two locations instead of refilling to a fixed target. The refill and trigger options above don’t apply here, so they’re hidden.

There’s also a one-click Warehouse → selling preset for the common case of a non-selling warehouse feeding a store — it sets the deficit/surplus strategy to release stock to the selling location even when the warehouse itself has no forecast demand.

Other controls:

Allow the origin to drop to — how much to protect at the source after the move: its reorder point (default), target, minimum, or ignore (move whatever’s needed).
Forecast basis — use global demand for both locations (default), or each location’s own sales history.
Minimum transfer quantity — skip moves smaller than this (default 0).
Count incoming stock toward availability (default on).
Round transfers down to pack size (default off).

You can run the forecast from a saved view (locked — it uses that view’s filters and settings as-is) or from custom settings you configure in the dialog. Either way you get an editable preview of the recommended quantities, and your edits are kept when you create the Draft TO.

The sales creation flow

You pick one origin and one destination, a period, and a sales scope. Logistified totals the units sold over that period and moves them from the origin to the destination.

Sales scope — whose sales to count:
- Destination location (default) — units sold at the destination.
- Origin location — units sold at the origin.
- Global — units sold everywhere.
Cap at source (default on) — never move more than the origin actually has. Turn it off (Allow source to go negative) to move the full units-sold figure regardless of source stock.
Count incoming stock at the source toward the cap (default on).
Include zero-quantity rows (default off) — when on, variants that compute to 0 (e.g. no source stock) still appear in the preview so you can bump them.

The preview is editable. An override can exceed source availability, forcing a line even when the source shows 0. Creating produces a Draft TO.

The from-orders creation flow

Build a single TO by picking line items off one or more sales orders — useful when you want to move exactly what specific orders need.

Entry points:

Orders tab (Supply Orders → Orders) — select orders and use Actions → Create TO from selected orders, or use a single order’s … → Create TO from Order.
Transfer Orders list — Create Transfer Order → Create from Orders, then click Add More Orders to pick orders.

How it works:

Review the line items in your cart, adding more orders as needed.
Pick the From and To locations. With exactly two active locations they’re pre-filled; with more, you choose. You need at least two active locations, and origin must differ from destination.
Quantities default to the ordered quantity and are fully editable. They are not capped against the origin’s stock.
The same variant appearing on several orders merges into one line with the quantities summed; the line shows which orders it came from.

Once created, each contributing order shows a TO badge on the Orders tab linking to the new transfer order, and you can filter the Orders tab by Has Transfer Order.

Creating a sales order from a TO

This is the reverse direction: from a transfer order’s detail page, Actions → Create sales order turns the TO’s line items into a Shopify draft order.

Choose whether to tag the draft to the origin or destination location, then pick which lines to include and adjust quantities.
The draft is created in Shopify with the TO number and location recorded as tags, custom attributes, and a note.

After creation, the TO shows a Linked sales order → Open in Shopify row; creating again overwrites the link. The action is disabled when the TO has no line items, and system-generated lines (placeholder or custom variants that aren’t real Shopify products) are left out automatically.

The same-location guard

You can’t pick the same location as origin and destination — every creation dialog (blank, min/max, forecast, sales, and from-orders) and the edit dialog all block it. The CSV importer warns and skips any rows where the two locations match, rather than blocking the whole upload.

Settings that affect creation

Default carrier — Settings → Carriers. Populates the carrier dropdown on the shipment card.
Email template — Settings → Transfer Orders → Email Templates. Default subject + body used when you send a TO notification.
Product tags — Settings → Transfer Orders → Product Tags. Each tag is per-tag configurable — you choose which TO statuses auto-set it and which ones auto-remove it. Tags with no auto rules are manual-only.