How the recommendation is built
For every SKU sold in the selected window, the report weighs each location’s sales velocity, days of supply, and distance from your chosen target days of cover.
For each SKU it then pairs the most overstocked location (the donor) with the location that needs the stock most (the recipient), and recommends a quantity that covers the recipient’s need without leaving the donor short of its own target. Thresholds are yours to tune per run.
Ranked by margin upside
Each recommendation carries an estimated margin upside and a priority score that boosts rows where the recipient is closer to a hard stockout. The list defaults to highest-upside first, so the next transfer worth doing is on row one.
Every column is data-derived; nothing is guessed. The recommendation is auditable from the row alone - you can see exactly why a SKU appears, why a donor was chosen, and what the projected return looks like.
Tunable thresholds
- Sales window. Defaults to the last 60 days; pick whatever cadence matches your buy.
- Target days of cover. The on-hand each location should ideally hold. Drives both the recipient’s need and the donor’s target.
- Donor minimum days of supply. Floor before a location qualifies as a donor.
- Recipient maximum days of supply. Ceiling before a location qualifies as a recipient.
- Minimum recipient units sold. Proves real demand at the recipient before recommending a move.
- Minimum recommended quantity. Hides tiny rows so the list stays actionable.
Execute the move, right from Vendee Pro
Once you know what to move, Vendee Pro moves it. A stock transfer document records the source location, the destination location, and every line - then, on complete, pushes the remove at the source and the add at the destination to your connected POS (Shopify or Heartland Retail) through the same audited, append-only adjustments journal used for manual stock adjustments. The move is immediate, both locations update in your POS, and every leg carries who moved it, when, and why.
For a quick single-item rebalance you don’t even need the document: a two-click transfer straight from the item’s drawer on the Inventory page moves units between locations and files both legs in the journal. Either way there is no blind writeback - failures are classified conservatively and anything ambiguous is flagged for review rather than retried silently, so nothing is ever double-moved.
Frequently asked questions
Does Vendee Pro create transfer documents or move on-hand between my locations?
Yes. Stock transfers are first-class documents in Vendee Pro: pick the source and destination locations, add the lines, and completing the transfer pushes the remove and the add to your connected POS through the audited adjustments journal. The Transfer List report stays a recommendation - nothing moves until a person creates and completes the transfer.
What sales window does the report use?
Configurable per run. The default is the last 60 days, which smooths weekly noise without going too stale. You can shorten the window for fast-moving categories or lengthen it for slow ones.
How does the priority score work?
Priority combines the value of the move with how urgently the recipient needs it. Highest priority first puts the most valuable, most urgent moves on row one.
Can I schedule it?
Yes. Like any Studio report, the Transfer List can be saved with your thresholds and scheduled for recurring email delivery as CSV, XLSX, or PDF.
What plan do I need?
The Transfer List report is part of Report Studio, which ships at Premium (along with connecting a POS). Executing transfers - the documents that push the move to your POS - is a Professional-plan feature, positioned alongside stock takes and manual stock adjustments because it writes live inventory.
Find the next transfer worth doing - then do it.
Get started. Upgrade to Premium to connect a POS and run the Transfer List against your live data; upgrade to Professional to execute the transfers right from Vendee Pro.
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