WholeStock – Wholesale, Inventory & Warehouse Stock Management

Shipments & Purchasing (Inbound)

• Shipment tracking – Record incoming shipments with line items, carton counts and per-unit cost in any unit.
• Landed cost – Add a shipment’s total extra costs (freight, customs, duty, handling) and they are included in the landed unit cost of each item.
• Batch profit & loss – Cost, revenue and P/L for every batch, visible to administrators only.

Sales Orders, Customers & Payments (Outbound)

• Wholesale sales orders – Create orders from specific shipment batches, with an order workflow: pending → confirmed → delivered (or cancelled).
• Customer management – Customer profiles with contact details, order history and lifetime due tracking.
• Payment tracking – Record full or partial payments against any order. Payment status (unpaid, partial, paid) updates automatically.
• Accounts receivable – Know exactly how much each customer owes you.

Invoices & Documents

• Professional invoices – Printable invoices with your business name, logo and footer text.
• Shareable invoice links – Public or private invoice URLs to send to customers, with print and PDF download support.

Business Tools

• Dashboard – KPIs, recent shipments, recent orders, stock watchlist and quick actions.
• Setup wizard – Get your business details, currency and number prefixes ready in a couple of minutes.
• Multi-currency formatting – 40+ world currencies with custom symbol position, separators and decimal places.
• Custom number prefixes – Your own prefixes for order and shipment numbers.
• Audit log – Every create, update and delete is logged with the user, time and before/after values, with configurable retention.
• Staff roles – Administrators manage products, shipments and settings. Staff with Editor-level access can manage customers, orders, payments and stock without seeing cost and profit figures.

WholeStock Pro Features

WholeStock Pro is an add-on for growing wholesale and warehouse operations. It needs the free WholeStock plugin and adds:

• Revenue & profit analytics – Interactive charts for revenue, profit margins and cash flow over 30 days, 90 days or a year, plus collected cash vs. outstanding receivables.
• CSV / Excel exports – One-click exports of stock, orders, customers and shipments that follow your current filters.
• Advanced landed cost – Itemize shipment costs (sea freight, customs duty, insurance, and more) and choose how they are allocated across line items.
• Order discounts – Give a customer a percentage or fixed-amount discount with a reason. Discounts flow through to totals, invoices, dues, revenue and batch profit.
• Warehouse picking lists – Print picking lists without prices, broken down by carton and batch, for your warehouse team.
• Delivery challans / gate passes – Printable delivery notes for drivers and transport, as proof of delivery.
• Customer ledger statements – Printable account statements for any date range, with opening balance and running balance.
• Priority support and updates from the Wpfinity team.

Upgrade to WholeStock Pro →

Free vs Pro

• Products, multi-unit conversions, shipments, batch stock – Free
• Sales orders, customers, payments, due tracking – Free
• Invoices (print / PDF / shareable link) – Free
• Total landed cost and batch profit & loss – Free
• Audit log, setup wizard, multi-currency – Free
• Revenue, margin and cash flow analytics charts – Pro
• CSV / Excel exports – Pro
• Itemized landed cost with allocation methods – Pro
• Order discounts – Pro
• Picking lists, delivery challans, customer ledgers – Pro

Privacy

WholeStock does not track you, does not phone home and does not send your data to any external service. All products, stock, customers and orders are stored in custom tables in your own WordPress database.