POS functionalities and ERP initiated transfer order

We are piloting the POS functionalities for our brick and mortar stores.
Currently we have an issue with transfer orders.

Use case:
It is important that transfer orders are created in our ERP. When shipment arrives to the store, the items are scanned and POS-store location inventory would be updated accordingly.

So far we have tested Stocky-app and while the barcode functionality works ok, API does not support the creation of transfer order to Stocky.

Is there a Shopify app that would have an API that supports transfer order creation and barcode reader to receive the goods?

Hi @Uuser ,

Which ERP system are you using?

You want to create inventory transfers within Shopify and your ERP is this correct? The barcode scanning is really simple I have an app for that.

https://achieveapplabs.com/#apps

Regards,

Sam

Hi,

Business Central is our ERP. The goal is to initiate a transfer order in ERP and when the goods are received at the store, barcodes of the items are scanned and shopify store inventory should be updated. Receiving the items without barcode scanning functionality does not work for us.

With stocky-app the issue is that Stocky’s API does not allow ERP-initiated transfer order to be created in Stocky.

Hi @Uuser ,

Our barcode scanning app is not public we consult on a per shop based. We can discuss building an API endpoint to specifically create transfer orders within Shopify.

Regards,

Sam

You can utilize a WMS such as SKUSavvy for this functionality. It will connect with your Shopify store and POS then with your connection to our API you can create a transfer order, check-in items using a visual map of your warehouse, and barcode scan them in. These quantities are updated back to Shopify instantly upon receipt.

SKUSavvy will also help you manage inventory down to the bin location, place POs, pick-pack-ship orders efficiently all with built-in barcode scanning. Below is an image of what the transfer check-in looks like within SKUSavvy after an item is scanned/counted and is awaiting allocation to a bin.

Thanks, I have forwarded this information to our integration specialists, I’ll let you know if it solves our issue.

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Hi @Uuser ,

Curious to know if you have found a solution to create transfer orders in Business Central through barcode scanning in Shopify?

Best Regards,

Sam - Owner / Lead Developer

Achieve Applabs

I would suggest looking at skusavvy and inventory planner. We were looking for the same solution. We have 12 several brick-and-mortar stores and needed the functionality to scan items leaving the warehouse and scan them on the receiving end at the stores against the transfer order while updating the inventory at both locations. We experienced numerous shipping errors from the warehouse to stores, resulting in inconsistencies in our inventory, as you know. ERP systems were too costly and fell short for our needs; some other popular WMS couldn’t do this simple task. The only EPR system we found that was close is Acumatica. The issue of that was the cost to implement and time, plus we had to move off of quickbooks, not ready for all that yet, maybe a viable option for us in the future However, for now we opted to go with Skusavvy which addressed a lot of requirements where other wms and ERPs feel short. Implantation time was fast and the monthly fees are reasonable, they don’t charge by the number of users or locations and it’s fairly easy to use. We used Stocky for a while, but there are limitations, so we ditched that.

For the demand forecast planning part, we use a cloud-based platform called Inventory Planner by Sage. It connects to Shopify out-of-the-box and syncs your sales history, product information, and inventory levels across all locations to their platorm for forecasting. It’s extremely powerful, has a lot of great features, and saves us a ton of time. In my opinion, it’s one of the best inventory planning systems on the market, Transfers and POs can be automatically generated weekly or whatever day and time you wish in Inventory Planner. After they are generated they go into draft mode for us review; once all is ok for the transfer order, then we sync the transfer into Skusavvy to be fulfilled by our warehouse staff where they will scan to pick and pack the items, then ship.

I have Skusavvy and an inventory planner connected via an API for the transfers and POs only, and it works great! Inventory Planner has a scan-to-receive feature but not for shipping items out of the warehouse, which was a big issue for us, plus it’s not a wms.

We use SKUsavvy for wms, inventory management and shipping; it manages all of our inventory at all locations and order routing from Shopify, so however Shopify splits and assigns that order, it flows through to Skusavvy and gets assigned to their respective stores to ship out. We were using shipstation but we had to manually assign and route the orders. Happy be able to finally ditch shipstation.

We did demos on countless platforms, ERPs to WMS and all came up short. So stacking platforms seem to give us more options and flexibility. You can create a more robust system by stacking platforms. Now that everything is in place, our workflow runs like a well oiled machine.

Good luck.

Darren

Thanks for letting us know about your experiences.

We examined SkuSavvy and the API features seem to be great. We are aware that SkuSavvy could adjust stock directly to Shopify, but in our architecture this made more sense to us:

When we need to transfer items to our brick and mortar stores, a purchase order (or transfer order) is created in ERP (BC). Via integrations Inbound order is created to SkuSavvy. When items arrive to store, store personnell will check-in the order in SkuSavvy with barcode scanner. Once done, receipt information is transferred to ERP via integrations. ERP will adjust the stock in Shopify accordingly via integrations.

Some terms in our plan above might be incorrect (eg. what kind of record is to be created in skusavvy), but this will be of course defined more carefully once we start moving forward.

It is important to note that SKUsavvy updates the inventory in Shopify in real-time out of the box. For more information about whether it is possible to do this through their API, you should get in touch with SkUsavvy. But doing it that way could be very complicated and messy. If you plan to use BC for your inventory management, then you will need to constantly sync your inventory from BC to SKUsavvy via an API. I assume that BC is used to ship orders and act as your WMS. SKUsavvy can provide most of what an ERP system can do except for finances at a much lower cost. From what I understand, it seems like you would only use SKUsavvy for transfers sending and receiving. You would miss out on the features that SKUsavvy has to offer. SKUsavvy was the best solution for our needs. If it were me, to simplify things, it would be best to avoid using too many platforms. If something goes wrong in between the connections, it will be more difficult to track down which connection is causing the problem with your inventory. In my opinion, It would be worth exploring whether SKUSavvy can meet some of your requirements vs the ERP system.