> ## Knowledge Base Index > Fetch the complete knowledge base index at: https://help.assisty.ai/sitemap.xml > Use this file to discover available pages before exploring further. > Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash). # Inventory Transfer Suggestions - User Guide # Inventory Transfer Suggestions - User Guide ## Overview The Inventory Transfer Suggestions page helps merchants optimize inventory distribution across their locations by providing intelligent, data-driven transfer recommendations. The system analyzes sales patterns, current stock levels, and configured business rules to suggest what products should be moved between locations. ## Getting Started ### Prerequisites 1. **Multiple Locations**: You must have at least two locations configured in your Shopify store 2. **Transfer Routes**: Configure transfer routes between your locations in Settings 3. **Historical Sales Data**: The system uses past sales data to generate suggestions (minimum 30 days recommended) ### Accessing the Feature Navigate to M**ove Stock** → **Transfer Suggestion** from your main menu. ![](https://storage.crisp.chat/users/helpdesk/website/-/4/a/1/1/4a116e5f64029800/image_1nuqyhk.png) ## Page Overview The Inventory Transfer Suggestions page uses a two-step workflow: 1. **Location Selection**: Choose your analysis perspective and target location 2. **Review Suggestions**: View detailed transfer recommendations and create transfers ![Full page screenshot showing the initial location selection view](https://storage.crisp.chat/users/helpdesk/website/-/4/a/1/1/4a116e5f64029800/image_gs81ll.png) ## Step 1: Location Selection ### Choose Your View Mode When you first visit the page, you'll see two analysis modes: ![](https://storage.crisp.chat/users/helpdesk/website/-/4/a/1/1/4a116e5f64029800/image_5m64qf.png) #### **View by Destination** 📥 * **Purpose**: See what should be transferred **TO** a specific location * **Use Case**: "What does my downtown store need?" * **Focus**: Identifies products running low at the destination that need replenishment #### **View by Source** 📤 * **Purpose**: See what should be transferred **FROM** a specific location * **Use Case**: "What excess inventory can my warehouse distribute?" * **Focus**: Identifies surplus inventory that can be redistributed to other locations ### Select a Location After choosing your view mode, select the specific location from the dropdown menu. The available locations depend on your configured transfer routes: * **Destination Mode**: Shows locations that can receive transfers * **Source Mode**: Shows locations that can send transfers > **💡 Tip**: If no locations appear, you need to configure transfer routes first. Click "Go to Settings" to set up routes. ## Step 2: Review Suggestions ### Transfer Routes Overview After selecting a location, you'll see a visual overview of available transfer routes. Each route displays: * **Source and destination locations** with connecting arrows * **Lead time** (transit days) for the route * **Summary statistics**: Number of product variants and total units suggested * **Truck icon** indicating the transfer direction ![](https://storage.crisp.chat/users/helpdesk/website/-/4/a/1/1/4a116e5f64029800/image_ekypte.png) ### Detailed Suggestions Table Below the route overview, you'll find expandable panels for each transfer route containing: ![](https://storage.crisp.chat/users/helpdesk/website/-/4/a/1/1/4a116e5f64029800/image_1d64xci.png) ![](https://storage.crisp.chat/users/helpdesk/website/-/4/a/1/1/4a116e5f64029800/image_ib4xvg.png) #### Product Information * **Product images** and names * **Variant details** (size, color, etc.) * **SKU numbers** * **Current inventory levels** at both locations #### Suggestion Details * **Suggested quantity** to transfer * **Priority level** (Critical, High, Normal, Low) with color coding * **Transferable quantity** (maximum available to move) #### Priority Indicators * **🔴 Critical**: Immediate action required - high stockout risk * **🟡 High**: Urgent attention needed - elevated risk * **🔵 Normal**: Standard priority transfer * **🟢 Low**: Low urgency - can be scheduled routinely ### Understanding Priority Calculations Click on any product row to open the **Intelligent Transfer Blueprint** dialog, which shows: #### Priority Analysis Factors 1. **Stockout Risk (50% weight)** * Current stock levels * Daily sales rate * Days of stock remaining * Safety stock requirements 2. **Revenue Impact (30% weight)** * Sales velocity * Product profitability * Revenue at risk from stockouts 3. **Lead Time Urgency (20% weight)** * Transit time between locations * Time sensitivity of the transfer ### Pending Transfer Detection The system automatically detects existing pending transfers and adjusts suggestions accordingly: * **Orange warning indicators** show items with pending transfers * **Adjusted quantities** prevent double-ordering * **Detailed breakdown** shows: Original Suggestion - Pending Transfer = New Suggestion ## Creating Transfers ### Selecting Items 1. **Individual Selection**: Check the box next to specific products 2. **Route Selection**: Use "Select All" to choose all suggestions for a route 3. **Smart Filtering**: Items with zero suggested quantity are automatically disabled ![](https://storage.crisp.chat/users/helpdesk/website/-/4/a/1/1/4a116e5f64029800/image_znjcvw.png) ### Transfer Creation Process 1. **Review Selection**: Click "Create Transfer" to open the confirmation dialog 2. **Verify Details**: Review transfer summary, items, and quantities 3. **Edit if Needed**: * Modify quantities using the input fields * Remove items with the delete button * Add optional notes 4. **Confirm**: Click "Confirm & Create" to submit the transfer ![](https://storage.crisp.chat/users/helpdesk/website/-/4/a/1/1/4a116e5f64029800/image_12u6sy6.png) ### Transfer Confirmation Dialog The dialog displays: #### Transfer Summary * **Route information** (source → destination) * **Total items** and **total quantity** * **Priority scoring** for the overall transfer #### Editable Items List * **Product details** with images * **Quantity inputs** with validation * **Maximum quantity limits** based on availability * **Individual item notes** #### Transfer Notes * Add optional notes for the entire transfer * Useful for special handling instructions or context ![](https://storage.crisp.chat/users/helpdesk/website/-/4/a/1/1/4a116e5f64029800/image_1ha4ae9.png) ## Advanced Features ### Priority Filtering Use the priority filter panel to focus on specific urgency levels: * Filter by **Critical**, **High**, **Normal**, or **Low** priority * **Combination filtering** to see multiple priority levels * **Real-time updates** as you adjust filters ### Explanation Dialogs Click any product row to see detailed calculation breakdowns: * **Step-by-step priority scoring** * **Inventory analysis** with current levels * **Sales forecasting data** and trends * **Route-specific calculations** ### Route Navigation * **Quick scroll** from route overview to detailed suggestions * **Route-specific creation** with floating action buttons * **Visual indicators** for route priority and efficiency ## Best Practices ### Daily Workflow 1. **Morning Review**: Check Critical and High priority suggestions first 2. **Route Optimization**: Process transfers by route to maximize efficiency 3. **Batch Creation**: Group similar priority items into single transfers 4. **Note Documentation**: Add contextual notes for warehouse teams ### Strategic Planning * **Weekly Analysis**: Review overall distribution patterns * **Route Performance**: Monitor lead times and adjust routes as needed * **Safety Stock Tuning**: Adjust safety stock days based on transfer frequency * **Seasonal Adjustments**: Account for seasonal demand patterns in suggestions ### Inventory Management * **Source Selection**: Prioritize transfers from locations with excess inventory * **Destination Focus**: Ensure high-traffic locations maintain adequate stock * **Transfer Timing**: Consider lead times when planning transfers * **Pending Awareness**: Monitor pending transfers to avoid over-ordering ## Troubleshooting ### No Suggestions Appear * **Check Transfer Routes**: Ensure routes are configured between locations * **Verify Inventory Levels**: Confirm source locations have available stock * **Review Sales Data**: System requires historical sales for calculations * **Location Permissions**: Ensure locations are properly connected to Shopify ### Priority Seems Incorrect * **Sales History**: Verify sufficient sales data exists for accurate forecasting * **Safety Stock Settings**: Check configured safety stock days in settings * **Lead Time Configuration**: Confirm route lead times are accurate * **Manual Adjustment**: Use quantity controls to override suggestions as needed ### Transfer Creation Fails * **Inventory Availability**: Ensure sufficient stock at source location * **Route Configuration**: Verify transfer route is active and properly configured * **Permissions**: Check Shopify app permissions for inventory management * **Network Issues**: Refresh page and retry if temporary connection issues occur ## Analytics & Tracking The system automatically tracks user interactions for analytics purposes: ### Page Analytics * **Page views** and session duration * **Location selection patterns** and preferences * **View mode usage** (destination vs source analysis) ### User Behavior Tracking * **Transfer creation funnel** from suggestion to completion * **Explanation dialog usage** for understanding priority calculations * **Item selection patterns** and quantity modifications ### Performance Metrics * **Transfer success rates** and completion times * **Priority accuracy** and user override patterns * **Route efficiency** and utilization metrics All tracking data helps improve the suggestion algorithms and user experience over time. ## Related Features * **Transfer Settings**: Configure routes, strategies, and parameters *Need additional help? Contact our support team or refer to the complete documentation suite.*