Contents
Plugixa Inventory - User Documentation
Welcome to the official documentation for Plugixa Inventory, a WordPress plugin that turns a site into a working stock system: records in its own normalised tables, stock held per warehouse, and every change written to a ledger nothing can edit.
Plugixa Inventory ships in two editions:
- Free - items, warehouses, categories and recipients; stock movements; the append-only ledger and its reconcile; the dashboard and the per-warehouse view; average costing; barcode scanning; CSV import and export; and the whole application on a page of your own site.
- Pro PRO - FIFO and LIFO costing, warehouse transfers, inventory adjustments, reports and analytics, custom fields, units of measurement, roles and permissions, desktop notifications, installation as a progressive web app, and dark mode.
The free edition is not a trial. See the complete Free vs Pro feature matrix.
Three decisions that shape everything else
| Decision | What it means for you |
|---|---|
| Stock belongs to an item and a warehouse | “How much is in the west depot” is answerable. An item with one stock number and one address nets ten in one place and none in another into a figure that is true of nowhere. |
| The ledger is append-only | No REST route, no admin screen, and a veto in the data layer. On-hand quantities are derived from it, so the two cannot drift apart unnoticed. A mistake is corrected with a second, opposite document. |
| Its own tables, not posts | Stock levels, ledger rows and document lines are relational data. As posts and post meta, every list and report gets slower as the history grows. |
Key concepts
| Term | What it is |
|---|---|
| Item | Something you hold: an asset, a consumable or a sellable good. |
| Warehouse | A location with its own stock levels and its own valuation. |
| On hand | How much of one item is in one warehouse. Derived from the ledger. |
| Stock movement | A document that moves stock. Drafted, then finalised. |
| Finalising | The moment a document becomes real and writes to the ledger. It can no longer be edited or deleted. |
| Ledger | Every change ever made, append-only, newest first. |
| Reconcile | The check that on-hand still follows from the ledger. |
| Recipient | A person an asset is checked out to. |
| Reorder level | The point below which an item counts as low stock. |
| App | A feature you can switch off in the App Manager. Off keeps its data. |
Getting started
| Section | Description |
|---|---|
| Getting Started | Install, activate, and post your first stock |
| Dashboard | What it is worth and what is about to run out |
| Free vs Pro | The complete feature matrix |
Records
| Section | Description |
|---|---|
| Items | The catalogue: SKUs, barcodes, reorder levels and prices |
| Warehouses | Locations, and why stock belongs to a pair |
| Categories | Grouping the catalogue |
| Recipients | The people assets are checked out to |
| Custom Fields PRO | Your own data on records |
| Units of Measurement PRO | Counting in boxes, metres or litres |
Moving stock
| Section | Description |
|---|---|
| Stock Movements | Check in, check out, add and remove; draft then finalise |
| The Stock Ledger | Every change ever made, and why it cannot be edited |
| Adjustments PRO | Breakage, shrinkage and a count that disagrees |
| Transfers PRO | Moving stock between warehouses |
Insight
| Section | Description |
|---|---|
| Warehouse Overview | One location’s stock, low stock and activity |
| Valuation and Costing | What stock is worth, and how it is costed |
| Reports PRO | Deeper reporting across movements and valuation |
Data
| Section | Description |
|---|---|
| Import | CSV, column matching, opening stock and revert |
| Export | Writing any list, filters and all, to CSV |
On your own site
| Section | Description |
|---|---|
| The Shortcode | [plugixa_inventory_app], its attributes, and the frame |
| Scanner and Search | Finding an item by barcode or by typing |
| Install as an App PRO | Running it from a phone or tablet home screen |
| Dark Mode PRO | For the people who are in it all day |
Configuration
| Section | Description |
|---|---|
| Settings | Formatting, currency, appearance and each app’s options |
| App Manager | Turning features off without losing their data |
| Notifications | Low stock and anything else needing somebody |
| Desktop Notifications PRO | The same alerts as browser notifications |
| Roles and Permissions PRO | Who may see and change what |
For developers
| Section | Description |
|---|---|
| Hooks Reference | Actions and filters |
| REST API | The plugixa-inventory/v1 namespace |
| WP-CLI | Reconcile from the command line |
| Privacy and Data | What is stored, and what happens on uninstall |
Support
| Section | Description |
|---|---|
| Troubleshooting | Common problems and their causes |
System requirements
- WordPress: 6.5 or higher
- PHP: 8.2 or higher
- MySQL: 5.7+ / MariaDB 10.3+, InnoDB
- Browsers: current Chrome, Firefox, Safari, Edge
Getting help
- Check Troubleshooting first.
- Read the page for the feature you are using.
- Contact support through your Plugixa account.
License
Plugixa Inventory is licensed under the GPL v2 or later. Pro features require a valid Plugixa license, managed through Freemius.