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Wholety solutions

Warehouse management system for wholesale: batches, shelves and available stock

A single stock total cannot explain what is available to sell, what is reserved for an order or where goods are stored. Wholety connects warehouse movements to purchasing and sales, with stock tracked across SKU, warehouse, expiry, order and shelf dimensions.

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All features included, with no product or subaccount tiers. Connect your AI Agent or discuss your workflow.

Find the order. Follow the stock.

Find orders ready for receiving or dispatch, then trace the stock they move. Your team and connected agents use the same warehouse records.

Start with the right source order.

1 matching order

Ready for receiving

PO-033

Purchase business date
30 Sep 2026
Created date
1 Oct 2026

Tea · TEA-CASE

Planned
1.50 cases
Received
1.00 cases
Remaining
0.50 cases

Receiving uses the purchase business date, falling back to its created date. PO-033 belongs in September even though it was created in October.

Plans and receiving records
Purchase plan
LineSKUQuantity
Plan 1TEA-CASE0.50 cases
Plan 2TEA-CASE1.00 cases
Recorded movements
RecordSKUQuantity
Receipt 1TEA-CASE1.00 cases

Quantities include all recorded movements for the SKU, across every history page. Two plan lines with the same SKU share one completed total.

Ask your agent to check this order

Sample request: replace #33 with your own order ID before sending.

Copying only gives you text. Send it to your own connected agent to read records permitted by your account. Connect an agent

Every stock change has a reason.

Follow one batch of tea through receiving, dispatch and a warehouse transfer. Select a movement to see the source document and physical stock before and after.

Tea cases · Toronto warehouse4 movements
Page 1 of 2
Warehouse transfer out

TR-024

Recorded at 09:40

Before
1.25 cases
After
1.00 cases

Physical movement −0.25 cases

Sample data; no account is accessed. Staff and connected agents see records permitted by their account. Movement quantities use the SKU’s unit, including partial cases; reserved stock is tracked separately.

Explore the warehouse workflow

Ask your Agent: what can we promise this customer?

Ask your connected Agent to read the requested SKU and warehouse through MCP, compare physical and available stock, and inspect the orders behind existing commitments. Review the returned records before promising a delivery. The Agent uses your actual account data; a sales forecast or automatic replenishment is a separate service goal.

Follow inventory through receiving and shipping

Purchase stock-in creates physical stock. A sales order freezes or occupies inventory, and stock-out records the shipment and releases the frozen stock. Sales returns can put goods back into stock. The movement history gives warehouse and operations staff a record of how inventory changed and which business operation caused the change.

Track stock across five dimensions

Wholety tracks stock by SKU, warehouse, expiry, order and shelf. These dimensions help staff locate goods and connect stock to the relevant order. Putaway records shelf placement, while transfers support moving goods between warehouses and shelf moves support changes within a warehouse. Product and warehouse setup provide the foundation for these operations.

Support counts, scanning and stock alerts

Warehouse tools include real-time cycle counts, barcode scanning, stock destruction records and warehouse alerts. Staff can compare counted inventory with system records and inspect stock movement logs when investigating a discrepancy. Barcode scanning supports the operational workflow alongside the existing product and stock records.

Connect warehouse work to the rest of the trade cycle

Warehouse movements are part of the same purchase-to-settlement workflow used by operations and finance. This is useful for B2B distributors managing supplier arrivals, merchant orders and goods across multiple storage locations. Review the warehouse manual for the specific steps for receiving, shipping, returns, putaway, transfers and counts.

How the workflow fits together

  1. Set up SKUs, warehouse profiles and shelves.
  2. Receive stock against a purchase order.
  3. Put goods away and review stock distribution.
  4. Reserve inventory through a sales order and record stock-out.
  5. Use counts and movement logs to investigate differences.

Common questions

What are the five stock-tracking dimensions?

The five dimensions are SKU, warehouse, expiry, order and shelf. They connect the product, its location and the business record associated with the stock.

Can Wholety track transfers and returns?

Yes. The warehouse workflow includes transfers between warehouses, shelf moves within a warehouse and sales return-to-stock operations.

Practical guides

Related workflows