# User Manual — Stock Transfer Pro (EN) ## 1) Overview Stock Transfer Pro helps manage stock across multiple Shopify locations: - create and track stock transfers, - get replenishment recommendations, - define stock targets per location, - use forecasts to prevent stockouts. ## 2) Prerequisites - A Shopify store with required admin permissions. - Stock Transfer Pro app installed. - Shopify locations correctly configured. ## 3) Quick Start 1. Open the app from Shopify Admin. 2. Check the **Dashboard**. 3. Go to **Transfers** to create your first transfer. 4. If needed, select a plan in **Subscription**. 5. Configure language and options in **Settings**. ## 4) App Navigation - **Dashboard**: high-level view and quick actions. - **Transfers**: create, send, receive, and track transfers. - **Smart Transfers**: automatic transfer suggestions. - **Stock Targets**: define target stock by product/location. - **POS Receive**: confirm received quantities in store. - **Stock Insights**: forecast and analysis tools (plan-dependent). - **Subscription**: manage Starter / Pro / Pro+ plan. - **Settings**: language, forecast settings, AI options, resources. - **Contact**: opens your mail app for support via the dedicated button. ## 5) Core Workflow: Create a Transfer 1. Open **Transfers**. 2. Select source and destination locations. 3. Add products/variants to transfer. 4. Review quantities. 5. Confirm sending. 6. Confirm receipt in **POS Receive** at destination. Best practices: - Use regular transfer cycles instead of emergency-only transfers. - Confirm source availability before validating. - Use smart suggestions as decision support. ## 6) Smart Transfers Goal: provide better transfer quantities based on: - recent sales, - available stock, - seasonality and lead-time anticipation, - safety stock. Tip: always fine-tune suggestions for local context (promotions, events, supplier issues). ## 7) Stock Targets In **Stock Targets**, you can define minimum/ideal levels by product and location. Recommended usage: 1. Set realistic targets for critical SKUs. 2. Review targets monthly (or seasonally). 3. Combine with forecasts to plan ahead. ## 8) Stock Insights **Stock Insights** helps you: - view demand trends, - detect stockout risk, - prepare transfers earlier. For better output: - set realistic **lead time**, - keep coherent **safety stock** values, - ensure historical sales data quality. ## 9) Plans and Limits - **Starter**: core features. - **Pro**: advanced features (including stock targets). - **Pro+**: full feature set, including advanced forecasting. Important rule: - If your store has more than 3 active locations, **Pro+** is required. Plan changes: - Upgrade/downgrade from **Subscription**. - UI shows active plan and available actions. ## 10) Settings In **Settings**, you can: - change language (FR/EN/DE/IT/ES), - configure forecast anticipation (lead time and safety stock), - enable/disable AI support and choose provider/model, - review active API scopes. ## 11) Contact and Support - **Contact** button is available in the app bar, Subscription page, and Settings. - It opens your mail client with the support address and a prefilled subject. ## 12) Troubleshooting (FAQ) **Some pages are missing (for example Stock Insights).** Check your active plan in **Subscription**. **I am redirected to Subscription.** Check billing status and plan/location compatibility. **Suggestions seem too low/high.** Adjust lead time, safety stock, and stock targets. **Contact button does not open email.** Check default mail app configuration on your device. ## 13) Operations Checklist - Review pending transfers daily. - Confirm receipts quickly. - Review forecasts weekly. - Revisit stock targets and safety stock monthly. - Recheck plan when adding new locations.