TO settings & preferences

Where TO settings live

Settings → Transfer Orders.

The five tabs

Tab	What it configures
Metafields	Two cards: Line Item Metafields (which variant metafields show up as line columns and appear in exports) and Shopify Writeback Rules (which line-item field changes get written back to the product or variant in Shopify while the TO is active).
Product Tags	Define tags and per-tag rules for when they’re automatically added or removed based on TO status transitions. Each tag has its own list of auto-set statuses and auto-unset statuses. Tags with no rules configured are manual-only.
Preferences	Inventory Sync — controls how transfer orders update Shopify inventory. The Disable Shopify available inventory movements toggle is for shops whose 3PL owns Shopify available stock; see Inventory Sync below.
Export	Column presets for CSV / XLSX exports. Two sections: line-item templates (one row per TO line) and transfer-order-level templates (one row per TO) — picked at export time from the bulk export on the list.
Email Templates	Subject + body for the destination-location notification email sent when you dispatch a TO.

Inventory Sync (Preferences tab)

By default, transfer orders move Shopify available stock: sending a TO decrements available at the origin, and receiving moves stock into available at the destination (see Inventory effects).

If a 3PL owns your Shopify available inventory — your fulfillment partner writes those numbers and you don’t want Logistified competing with it — turn on Disable Shopify available inventory movements. With it on:

Sending a TO no longer decrements available at the origin.
Receiving a TO no longer moves stock into available at the destination.
Logistified still keeps Shopify incoming quantities up to date and keeps tracking the movement in the Assemblified ledger — only the available numbers are left for your 3PL to manage.

The preference is shop-wide and off by default, so every existing store keeps the classic behavior. A Save button appears in the card header once you flip it.

Adjacent settings

Setting	Effect on TOs
Settings → Carriers	Carrier dropdown on the shipment card.
Settings → Email Sending	Sender domain, signature, branding for the notification email.
Settings → Locations & overrides	Origin / destination addresses on the TO PDF.

For the post-completion reconciliation tools (Fix On Hand Quantity, Fix Negative Incoming, Adjust Incoming Quantity), see Lifecycle → The 7 statuses for what unlocks them.

What’s shared with Purchase Orders

The template engines for email and for export columns are shared with Purchase Orders — same editor UI, same available variables — but each order type stores its own templates. Editing a TO email template doesn’t affect POs.

Product tags and Shopify Writeback Rules are configured separately per order type. Changing TO product-tag rules has no effect on PO tagging.