Shipping & receiving

On this page

• One shipment per TO
• Carrier dropdown
• Receiving: full or partial
• Splitting a TO
• Discrepancies on receipt
• See also

One shipment per TO

A TO has exactly one shipment. The shipment record holds the carrier, tracking number, and shipping date. If you need to dispatch the same items in two physical shipments (different carriers, different days), use Split Transfer Order to break the TO into two; see below.

Carrier dropdown

Pulled from Settings → Carriers. If your carrier isn’t listed, add it there first.

Receiving: full or partial

Open the TO and click Receive Items. The receive dialog shows every line with its planned quantity and a “Receive” input. Enter the received quantity per line and save.

• Full receipt: all remaining lines fully received → status becomes Received.
• Partial receipt: some lines partially or fully received, others not → status becomes Partially Received. Receive the rest later from the same dialog.

Unsaved entries are never lost. Whatever you’ve typed is saved automatically while the dialog is open, so closing it by accident (or reloading the page) doesn’t discard your progress: reopen the dialog and it restores what you had, with a notice offering to discard it if you’d rather start fresh. Saving the receipt clears the saved progress.

If someone received while the dialog was open (on the till or in another tab), nothing is saved, whether you were adding to a line or correcting it down. The dialog says “Someone received items on this transfer order while this dialog was open, so nothing was saved. The quantities now include their receipt; check them and receive again.”; the page refreshes behind it and your counts stay on top of the new quantities.

If Shopify couldn’t be updated, your received quantities are still saved. You see “Received quantities saved, but Shopify inventory was not updated.” with the reason (or “1 of 2 items updated…” when only some went through), and a Retry Shopify update button that sends just the Shopify update again; nothing is received twice. The message stays at the top of the transfer order until the update goes through or you dismiss it. If an earlier update is still being applied, it says “Shopify inventory is still being updated for this transfer order. Check again in a minute.” and offers Check again. The retry isn’t offered when Shopify incoming sync is turned off for transfer orders; the message still stays at the top of the transfer order and says what to do instead (update the available quantity of those items at the destination in Shopify) until you dismiss it.

A transfer heading to one of your retail locations can also be received on the till: see Shopify POS, where staff without admin access count it in with a stepper, a POS barcode scanner or the camera.

When you’re done with receipts and want to lock the TO for reconciliation, use Complete from the actions menu: see Lifecycle for what that unlocks.

Note

TOs shipped to a supplier use the same Receive Items dialog, but the received quantity is recorded as your stock at that supplier instead of moving into a Shopify location. You also can’t lower an already-received quantity from this dialog on one of these TOs; use Revert to Sent to unreceive the line, then receive it again with the right quantity.

Splitting a TO

Use Split Transfer Order in the TO detail’s actions dropdown when you need to break one TO into two. Common reasons:

• A forgotten SKU on a Sent TO (you can’t add new lines past Draft, but you can split out a new draft and add to that).
• Splitting a partial receipt so the un-received remainder lives on its own TO and the already-received items stay closed on the original.
• Dispatching the same plan in two physical shipments with different carriers or dates.

Available on any TO except Completed and Cancelled.

In the split dialog, each line gets a mode:

Mode	What happens
Keep	The line stays on the source TO unchanged.
Move	The whole line moves to the new TO.
Split	A portion of the planned quantity moves to the new TO; the rest stays on the source.

Smart defaults if the source TO is Partially Received:

• Fully-unreceived lines default to Move.
• Partially-received lines default to Split; only the unreceived remainder moves.
• Fully-received lines default to Keep (their work is done).

You can choose to create the new TO as a fresh Draft or to inherit the source TO’s status.

Discrepancies on receipt

• Under-receive. The remainder stays as incoming at the destination. Receive later, or split off the remainder, or cancel the remaining quantity.
• Over-receive. Blocked with a validation error: the dialog won’t let you save a receive larger than the planned quantity for that line. If the extra units really arrived, investigate with the origin location, then use a stock take or (once the TO is Completed) the Fix On Hand Quantity tool to reconcile.

Caution

Past Draft, you can’t add new lines to a TO. If your team forgot a SKU, use Split Transfer Order to spin out a new TO for the missing items, or cancel and recreate.

See also

• Lifecycle: what receipts and completion do to status.
• Inventory effects: what receipts do to inventory.
• Ship to a supplier: receiving into supplier-held stock instead of a location.
• Shopify POS: receiving a transfer at the counter.
• Floormode warehouse execution: when Floormode handles picking, dispatch, and receiving instead of this flow.

Last updated: 14 September 2026