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	Two cards: Inventory Sync — controls how transfer orders update Shopify inventory (per-location Update source / destination location available in Shopify toggles; see Inventory Sync below) — and Line items — sets the default sort order for line items when you open a transfer order. Pick a column (Product title, Variant title, Shopify SKU, Supplier SKU, Shopify barcode, Supplier barcode, Quantity, or None — order added) and a direction (ascending / descending).
Export	Column presets for CSV / XLSX exports and PDF layout. 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. PDF templates include a Compact layout option and a Show barcode column toggle (displays the variant barcode in a dedicated column next to the SKU).
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 or WMS owns your Shopify available inventory at one of those locations — your fulfillment partner writes those numbers and you don’t want Logistified competing with it — you can turn off Logistified’s available movements per location side. The card has two switches, both on by default:

Update source location available in Shopify — sending a TO decrements available at the origin; cancelling or reverting a sent TO restores it, and planned-quantity changes adjust it. Turn it off when a partner writes source-location inventory to Shopify itself.
Update destination location available in Shopify — receiving a TO moves incoming stock into available at the destination. Turn it off when a partner writes destination-location inventory to Shopify itself: receiving then only clears Shopify incoming, and reverting a received TO won’t reduce destination available.

The most common setup: you manage the origin warehouse yourself but ship to a 3PL whose own system updates Shopify at the destination — leave the source switch on and turn the destination switch off. Sending still decrements your origin stock, while the 3PL’s receipt is the only thing that raises destination available (no double-counting).

Whatever you choose, Logistified still keeps Shopify incoming quantities up to date and keeps tracking every movement in the Assemblified ledger — only the available numbers on a turned-off side are left for your partner to manage.

The preference is shop-wide and both switches are on by default, so every existing store keeps its current behavior (stores that previously used the single “Disable Shopify available inventory movements” toggle land with both switches off — same effect as before). A Save button appears in the card header once you flip a switch.

Default line-item sort (Preferences tab)

The Line items card in the Preferences tab lets you set the column and direction used to order line items when you open a transfer order. Choose None — order added to keep items in insertion order (the direction toggle is disabled in that mode). The default is product title, ascending. You can still re-sort interactively on the detail page; this preference only sets the starting order.

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.