# User Manual — Stock Transfer Pro (EN)

## 1) Overview
Stock Transfer Pro helps manage stock across multiple Shopify locations:
- create and track stock transfers,
- replenishment recommendations and smart transfers,
- define stock targets per location,
- use forecasts to prevent stockouts,
- **Purchasing** module (Pro plan): suppliers, purchase orders, physical stocktakes, and weighted COGS.

## 2) Prerequisites
- A Shopify store with required admin permissions.
- Stock Transfer Pro app installed.
- Shopify locations correctly configured.
- For Purchasing: active **Pro** or **Pro+** plan (unless partner access applies).

## 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** (Pro for purchasing).
5. Configure language and options in **Settings**.
6. (Pro plan) Set up **Suppliers**, then create a **Purchase order** or **Stocktake**.

## 4) App Navigation
- **Dashboard**: overview (transfers, draft purchase orders) and pending reception alerts.
- **Transfers**: create, send, receive, and track transfers.
- **Smart Transfers**: automatic suggestions from sales/stock (Pro plan).
- **Stock Targets**: target stock by product/location (Pro plan).
- **POS Receive**: confirm receipt in store via the Shopify POS extension.
- **Stock Insights**: forecast and analysis tools (plan-dependent).
- **Purchase planning** (Pro plan): replenishment suggestions.
- **Suppliers** (Pro plan): supplier directory, product links, and unit costs.
- **Purchase orders** (Pro plan): create, send, receive, and track payment.
- **Stocktakes** (Pro plan): physical inventory counts by location.
- **Subscription**: manage Starter / Pro / Pro+ plan (hidden for some partner stores).
- **Settings**: language, forecast settings, AI options, PDF manual download.
- **Contact**: opens your mail app for support via the dedicated button.

## 5) Core Workflow: Create a Transfer
1. Open **Transfers**, then **New transfer**.
2. Select source and destination locations.
3. Add products/variants (search or **scan field** for barcode scanners).
4. Review quantities.
5. Confirm sending.
6. Confirm receipt via **POS Receive** (Shopify POS extension) or from admin.

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**: manual transfers, POS extension, multilingual UI (1–2 locations).
- **Pro**: everything in Starter + stock targets, smart transfers, 30-day forecast, **Purchasing module** (suppliers, purchase orders, stocktakes, weighted COGS).
- **Pro+**: everything in Pro + multi-horizon forecasts, advanced alerts, BYOK AI, detailed Revenue-at-Risk.

Important rule:
- If your store has more than 3 active locations, **Pro+** is required.

Partner access:
- Some stores have full access without a **Subscription** tab (partnership or commercial offer).

Plan changes:
- Upgrade/downgrade from **Subscription**.
- 14-day free trial on Shopify subscription when you subscribe.

## 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 (Pro+),
- download the **user manual** PDF (selected language),
- review active API scopes.

## 11) Scanning and In-Store Receiving

### Scan when creating a transfer (admin)
On **New transfer**, a **Scan** field accepts barcodes via **hardware scanner** (USB/Bluetooth keyboard wedge). Focus the field, scan, then confirm.

### Transfer scan mode (admin)
Dedicated route to receive a transfer by scanning:
- **Hardware scanner**: active field, scan + Enter increments received quantity.
- **Camera**: **Enable camera** button to scan via the browser (preview area, not fullscreen).

### POS receiving (Shopify POS)
The **Stock Transfer Pro** extension in the **Shopify POS** app lets you:
- list pending transfers for the connected location,
- scan with **native camera** (fullscreen viewfinder) or hardware scanner,
- validate received quantities line by line.

Best for in-store receiving on tablet or phone.

## 12) 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.

## 13) Troubleshooting (FAQ)
**Some pages are missing (e.g. Stock Insights, Purchasing).**  
Check your active plan in **Subscription**. Purchasing requires **Pro** minimum.

**I am redirected to Subscription.**  
Check billing status and plan/location compatibility.

**I do not have a Subscription tab.**  
Your store may have partner access. Reload the app once after installation.

**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.

**I do not see Purchase orders / Suppliers / Stocktakes.**  
Upgrade to **Pro** or **Pro+** in **Subscription**.

**Edit draft button does nothing.**  
Reload the page. Only purchase orders in **Draft** status can be edited.

**Purchase order receipt does not update stock.**  
Check that inventory is tracked for the product at the selected location.

**My stocktake shows 0 items.**  
Check the **scope** at creation: choose **All products** (not an overly narrow filter).

**Shopify cost does not change after receipt.**  
Ensure **Update Shopify product cost on receipt** is enabled on the order detail page.

**Camera does not work on mobile (admin).**  
Allow camera access in the browser. For the best in-store experience, use **Shopify POS**.

## 14) Operations Checklist
- Review pending transfers daily.
- Confirm receipts quickly (POS or admin).
- Review forecasts weekly (Pro+).
- Revisit stock targets and safety stock monthly.
- Recheck plan when adding new locations.
- Keep **Suppliers** and unit costs up to date.
- Finalize or cancel draft purchase orders.
- Receive pending purchase orders and track **payment**.

## 15) Purchasing Module (Pro Plan)

> **Access:** **Purchase planning**, **Suppliers**, **Purchase orders**, and **Stocktakes** are available on the **Pro** or **Pro+** plan. Receiving updates stock and, optionally, **weighted cost (COGS)** in Shopify.

### Enhanced dashboard
The **Dashboard** shows:
- transfer counters (total, draft, sent, received);
- **Draft purchase orders**;
- an alert when **transfers** await reception;
- an alert when **purchase orders** (Ordered or Partially received) await reception.

### Suppliers
1. Open **Suppliers**.
2. Create a supplier (name, email, details).
3. **Link products** with a **unit cost** per variant.
4. These costs feed purchase orders and COGS calculation on receipt.

### Purchase planning
**Replenishment suggestions** page based on stock and demand. Use it to prepare supplier orders before creating a purchase order.

### Create a purchase order
1. Open **Purchase orders**, then create a new order.
2. Choose **location**, **supplier**, and optional fields (reference, expected date, notes).
3. **Search products** live; variants already on the order are hidden.
4. Adjust **ordered quantities** and **unit cost** per line (pre-filled from supplier if configured).
5. Submit: status **Draft**.

### Edit a draft
1. Open the order, click **Edit draft**.
2. Update supplier, location, lines, costs, dates, or notes.
3. **Save as draft**.

Only **Draft** orders can be edited.

### Send to supplier
1. **Send to supplier** section on the order detail.
2. Verify or enter the supplier email.
3. Optional: **Copy me** to receive the PDF.
4. Send: email with PDF attached; status becomes **Ordered**.

**Ordered** status is set only after a successful send.

### Payment tracking
On orders in **Ordered**, **Partially received**, or **Received** status:
- set **payment status** (unpaid, partial, paid),
- record payment amounts and dates.

### Download PDF
Use **Download PDF** on the order detail for a local copy (same content as the supplier email).

### Receive a purchase order
Available when status is **Ordered** or **Partially received**:
1. **Receive** section: received quantities per line, or **Receive all**.
2. Optional: **shipping cost** and **adjustments** (allocated across received lines).
3. Check **Update Shopify product cost on receipt** to apply weighted COGS.
4. Confirm receipt.

Effects:
- stock increases at the chosen location;
- **weighted average cost** is recalculated (existing stock + receipt + shipping + adjustments);
- COGS history is kept on the order detail;
- status becomes **Received** or **Partially received**.

### List and filters
- List with status, supplier, location, payment, and line count.
- Filters and sort by status, date, supplier.
- Dashboard link **View pending purchase orders**.

### Purchase order statuses
- **Draft**: in progress, editable.
- **Ordered**: sent to supplier, awaiting reception.
- **Partially received**: partial receipt, backorder remaining.
- **Received**: fully received.
- **Cancelled**: cancelled order.

### Physical stocktakes
1. Open **Stocktakes**, create a new stocktake.
2. Choose **location** and **scope** (**All products** recommended for a full count).
3. Tracked items at that location are loaded from Shopify.
4. Enter **counted quantities** per line.
5. **Save counts**, then **Apply adjustments** to sync Shopify.

Statuses: **Draft** → **Counting** → **Applied** (or **Cancelled**).

Tip: if the stocktake shows 0 items, recreate it with **All products** scope.