Create a transfer

After you’ve submitted a purchase order to your supplier and received a confirmation, you can create a transfer to record the incoming inventory.

Note the difference between a supplier and a vendor:

  • You order your products from a supplier. You can have multiple suppliers.
  • A vendor is associated with the brand of the product, so there can only be one vendor. You specify the vendor in the product's details.

To create a transfer:

  1. From your Shopify admin, go to Products > Transfers. All your transfers are displayed on this page.

  2. Click Add transfer.

  3. If you want to enter the name of your supplier, then select one in the Supplier section.

    You can add a supplier by clicking Create new supplier and then entering your supplier’s contact and location information.

  4. In the Shipment section, enter a date in the Expected arrival field.

  5. If you want to assign a reference number or a tag to the transfer, then enter it in the Additional details section.

    You can use reference numbers and tags to filter and organize your transfers on the Transfers page. For example, you can create an Urgent tag to show that this is an urgent request.

  6. In the Products section, either enter the name of the product that you want to add to your transfer, or click Browse products to view a list of your store's products and collections. Use the checkboxes to select individual products or variants:

    Select the products or variants
  7. After you've added the products that you want to include in the transfer, click Add products.

  8. On the Add transfer page, enter the quantities for each product that you are expecting to receive from your supplier:
    Quantities to be received
  9. Click Save transfer.

After you create a transfer, you can view incoming inventory amounts on the Inventory page:
Incoming inventory
.

Next steps

After you create a transfer, you can use it to receive your items when they arrive from the supplier.

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