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Creating Transfer Orders

There are four ways to create a transfer order in Synplex. All methods result in the same form — they differ only in how you get there and how much is pre-filled.

Method 1: Manual Creation​

  1. Go to Transfer Orders and click Create transfer order. The page title is Create draft transfer order.
  2. Enter a reference — this is the only required field at creation and must be unique within your shop.
  3. Set the source location (where stock moves from) and destination location (where stock moves to). Both are required before the transfer can be confirmed.
  4. Add line items. Each row requires a product/variant and an order quantity. Notes are optional.
  5. Set the requested delivery date (optional) and confirmed delivery date (optional).
  6. Add any notes for the transfer.
  7. Set the Sync to Shopify toggle — controls whether Synplex creates a native Shopify Inventory Transfer when this order is confirmed. Defaults to the shop-level setting. See Shopify Sync.
  8. Click Save. The transfer is always saved as draft.

Open a saved view filtered to products that need redistribution — for example, overstocked at one location and running low at another. Multi-select rows, click Add to Transfer, and choose Create new transfer. Synplex passes the selected items with their inventory level data (available stock, incoming stock, daily sales rate) pre-populated into the line item table via sessionStorage. This is the fastest method and keeps you focused on the right products.

Method 3: From the Supply Plan​

Go to Demand & Supply Plan → Supply Plan. Items with a procurement strategy of transfer appear with a suggested source and destination location. Click Convert to transfer and the line items, source, and destination are pre-filled from the plan.

Method 4: CSV Import​

Use the Import button on the Transfer Orders list page to bulk-create transfers from a CSV file. This is the recommended method for migrating historical transfer data or creating many transfers at once.

How it works​

The import is a two-phase process:

  1. Parse & preview — upload your CSV file and click Parse file. Synplex validates the headers and shows a summary (number of transfers, line items, and shipments detected) before anything is written to the database.
  2. Start import — click Start Import to confirm. The import runs as a background job. You will receive an email when it completes.

Required columns​

ColumnDescription
referenceUnique transfer reference. Use the same value for all rows belonging to the same transfer.
sourceLocationNameExact name of the source Shopify location.
destinationLocationNameExact name of the destination Shopify location. Must differ from source.
productVariantSKUSKU of the product variant. Must exist in your Shopify store.
quantityRequestedQuantity to transfer. Must be a positive number.

Optional columns​

ColumnDescription
requestedTransferDateExpected transfer date. Format: YYYY-MM-DD.
confirmedDeliveryDateConfirmed delivery date. Format: YYYY-MM-DD. If provided, the transfer is automatically confirmed and one shipment is created per unique date per transfer reference.
notesFree-text notes for the transfer order.
syncTransferOrderToShopifytrue or false. Defaults to false. Must be the same value for all rows of the same reference.
quantityAnnouncedAnnounced quantity for the shipment item. Providing this triggers shipment creation.
quantityAcceptedAccepted quantity for the shipment item.
quantityDefectDefect quantity for the shipment item.

Status behaviour​

Transfers are always created as draft initially. Status is promoted automatically based on the data present in the CSV:

  • No confirmedDeliveryDate or shipment quantity columns → stays draft
  • confirmedDeliveryDate or any shipment quantity provided → automatically promoted to confirmed and one shipment per unique delivery date is created

Important notes​

  • Multiple rows with the same reference are grouped into one transfer order with multiple line items.
  • Location names must exactly match the Shopify location names in your store. Source and destination must be different.
  • Product variants are matched by SKU — ensure all SKUs exist in your Shopify store before importing.
  • PO-level fields (sourceLocationName, destinationLocationName, syncTransferOrderToShopify) must be consistent across all rows for the same reference.
  • Duplicate references are rejected — each reference must not already exist in your shop.
Sync to Shopify

Only set syncTransferOrderToShopify to true for transfers that were created in Synplex and do not yet exist in Shopify. Setting it to true for a transfer already created in Shopify will create a duplicate inventory transfer.

A sample CSV template can be downloaded directly from the Import modal.

Required Fields​

FieldRequired to save?Required to confirm?
Reference✅ Yes — unique per shop✅ Yes
Source locationNo✅ Yes
Destination locationNo✅ Yes
At least one active line itemNo✅ Yes
Line item quantityYes (per row)Yes (per row)
Estimated delivery date on shipmentNoRequired if Shopify sync enabled

Sync to Shopify Toggle​

Each transfer has a Sync to Shopify toggle that controls whether Synplex pushes this transfer to Shopify's Inventory Transfer API on confirmation.

  • Shop-level default: set in Settings → Sync transfer orders to Shopify by default. When a new transfer is created and the toggle is not explicitly set, the backend reads the shop's setting and applies it automatically — this is a real backend operation, not just a UI pre-fill.
  • Per-transfer override: the toggle can be set on any individual transfer at creation time.
  • For full details on what gets synced and when, see Shopify Sync.

What Happens on Save​

  • The transfer is created with status = draft
  • All line items are created with status = draft and quantityPending = quantityOrdered
  • No Shopify sync occurs at draft creation — sync fires on confirmation
  • The user is navigated to the Transfer Orders list