Transfer Orders Overview

Last Updated: Nov 12, 2018 10:19AM PST
To provide better visibility into inventory in transit and faster allocation across locations, we’ve rebuilt transfer orders from the ground up.

Note: This article applies only to our latest version, Stitch X.

Video overview

What’s changed

Review new, planned, and removed functionality:

New

Improvement Description
Improved stock visibility Know how many units are in transit, how many are inbound to each location, and when units are expected to arrive.
Easier allocation Add multi-variant products in one click, view sales velocity and low-stock thresholds to make better allocation decisions, immediately commit stock to reduce the risk of overselling.
Built for the real world Support for hundreds of line items on a single transfer order, support for partial shipments, partial receipts, and closing short-shipped/received transfers.
Built for teams See who last modified a TO as well as who shipped it, standalone permissions for transfer orders (e.g., give someone access to TOs while hiding POs and financials), email TO packing slips without leaving Stitch, improve team communication through reference numbers and exportable notes.
Streamlined workflow Transfer stock in fewer than half the previously required clicks, view more details at a glance, search and filter line items to quickly find what you're looking for.

Planned

Feature Description Planned release
Receive via 3PL Send transfer order ship notices to an integrated 3PL; sync receipts back to Stitch. Requires upgrade to 3PL integration, available starting in mid-May

Removed

Feature Reason for removal Alternative
Standalone packing step Slowed users down, adding little to no benefit. Export a TO picklist via More > Export Picklist to guide the picking process.
Sellable in Transit Very few customers used this feature and it's not compatible with tracking inventory in transit. Use "ship and receive" to transfer inventory in a single step.
FBA Linked Transfers Limited a seller's options for FBA inbound shipments; complicated the TO workflow for the vast majority of Stitch users who weren't transferring to Amazon. Manage transfers separately on both platforms.
Package weight and dimensions This was primarily of use for FBA Linked Transfers, which we no longer support. Fewer unnecessary fields allows for more focused work for everyone else. Enter package details in the shipment Notes field.
Print barcodes Most Stitch customers use other software to print barcodes; we deprioritized an update in favor of features more customers would use. Print barcodes from Variant Detail pages or outside of Stitch.

What to expect

New transfer orders aren't compatible with old transfer orders. Each record type has its own table and navigation icon:

Move to new transfer orders via a controlled, gradual process:
  1. Use old transfer orders to complete any transfers in progress.
  2. Using a dummy product and/or product with excess inventory, create a test transfer order to familiarize yourself with the workflow.
  3. Transfer the items from one warehouse to another and back.
  4. Once you're familiar with the workflow, create a new transfer order for a routine transfer.
  5. Transition to new transfer orders, training teammates as necessary.

Track stock through transit

New stock measures

To give better visibility into inventory in transit (or planned for transit), there are three new or updated stock measures:

Awaiting

This represents unreceived units on open purchase orders. This value displays only at the account level.

Inbound

This represents unreceived units on open purchase orders or transfer orders. This value displays only at the warehouse level.

Important: Because the old version of transfer orders moves units to the receiving warehouse when units ship (rather than when units are received), shipped-but-unreceived units on old transfer orders count towards stock and inbound quantities.

Transfer

This represents units on a new transfer order that shipped but haven't been received.

New stock flow

New transfer orders help you set aside stock for transfer, track stock through shipment, and know when to expect inbound units:

Create transfers

Create transfer orders to allocate across locations, using customizable dates, reference number, and notes to coordinate across your team.

Edit transfers

Edit transfer orders to adjust details and line items. To ensure stock accuracy, certain edits are restricted/prohibited.

Ship transfers

Ship transfer orders to move units from the sending warehouse into the Transfer quantity. For instant transfers/allocations that don't physically ship, you can ship and receive in one step.

Download and print a packing slip PDF to include with your shipment, and/or email the PDF to a teammate without leaving Stitch.

Receive transfers

Receive transfer order shipments to move Transfer units into the receiving warehouse.

Close transfers

Close transfer orders to prevent future edits and account for any inventory lost/damaged in transit.