G2 Customer Reviews
What do you like best about Stok.ly – Inventory-Centric Cloud ERP?
“We have gone from a pen and paper warehouse to a completely digital system that has streamlined our business immensely. The customer support has been superb since the day we onboarded with Stok.ly and we continue to build a great relationship with the team.We use Stok.ly daily in our warehouse and have found a number of features to now be invaluable. The ease of integration is incredible and has streamlined tasks within our business ten fold.”
What is Stok.ly B2B wholesale order management?
Stok.ly B2B wholesale order management is the trade and wholesale order control layer within the Stok.ly order management-led, inventory-centric ERP platform. It connects trade orders to stock availability, pre-allocation, backorder management, partial shipment control, trade account management, customer-specific pricing, pro-forma and credit invoicing, two-way accounting integration, warehouse execution and operational reporting — in one system.
B2B wholesale orders are not ecommerce orders with a larger quantity. They are operationally complex commitments: account-specific pricing, forward bookings, pre-allocated stock, partial shipments, backorder sequences, credit terms, pro-forma requirements, export documentation and fulfilment expectations that must be honoured across a trading relationship, not just a single transaction.
Stok.ly connects every part of that complexity to one operational truth. Sales teams see live stock availability at the point of order. Customer service sees backorder position and fulfilment status without chasing the warehouse. The warehouse receives clear pick signals connected to specific customer commitments. Finance sees invoicing and payment status connected to the order and the accounting system simultaneously.
Stok.ly B2B wholesale order management answers the questions that determine whether trade relationships are managed with confidence:
- What stock is genuinely available to commit to this trade customer right now?
- What has already been pre-allocated to other wholesale accounts?
- Can we take a forward order against inbound stock that has not yet arrived?
- What has shipped and what remains outstanding on this account?
- Will this customer accept a partial shipment — or do they need the full order?
- What pricing and terms apply to this customer at the point of order?
- Has the pro-forma been paid before the order goes to the warehouse?
- What does the customer’s account position look like right now?
Order management and inventory ERP software for growing retail, wholesale and distribution businesses.
When B2B complexity outgrows the system managing it
A trade customer places an order. Some stock is available. Some is already committed to another account. Some needs to be backordered. Some may be inbound on a purchase order. Some might be in another warehouse. Some needs to ship later, on a specific date, to a specific address, with specific documentation. The customer wants to know what they will get, when they will get it, and what the invoice will say.
If answering that question requires checking a spreadsheet, calling the warehouse, cross-referencing a pricing list and manually updating three separate systems, B2B service becomes reactive, slow and error-prone. Sales commitments get made on incomplete information. Backorders are not tracked reliably. Wholesale commitments silently compete with ecommerce orders for the same stock. Invoicing is manual and delayed.
“After a busy day I might have 20 individual purchase orders for a single SKU which I then have to consolidate – I waste hours clearing up duplications.”
Root cause: When backorder management and demand consolidation happen outside the system — in spreadsheets, inboxes or manual tracking lists — the same demand fragments into duplicate purchase orders with no single view of what the business actually owes customers across all open commitments. The team estimated over 15 hours of manual reconciliation per week as a direct result.
What Stok.ly does: Backorder management, allocation logic and demand consolidation are controlled inside the platform. The rules engine automates what happens when stock is unavailable, when it arrives and in what customer priority it is allocated — so reconciliation work disappears rather than accumulating.
Eight signs B2B wholesale complexity has outgrown the current system
- Sales teams check spreadsheets or call the warehouse before committing to a trade customer
- Backorders are tracked in a separate list that is always slightly behind what the system shows
- Wholesale pre-allocations compete silently with ecommerce orders for the same stock
- Forward B2B orders cannot be taken confidently because inbound stock cannot be pre-allocated
- Partial shipments require manual tracking of what has gone and what remains outstanding
- Pro-forma invoices are created manually and payment status is updated in a separate system
- Trade pricing and account terms live in a spreadsheet that sales reps reference at the point of order
- Customer service cannot answer "what is outstanding on my account?" without compiling a manual report
How Stok.ly connects B2B wholesale orders to operational control
Pre-allocation — protecting wholesale commitments without locking out other channels
Pre-allocation is the most operationally significant B2B capability in Stok.ly. It solves the specific problem that hybrid B2C and B2B businesses face: a wholesale customer places a forward order for stock that is also on sale through Shopify, ePOS and other channels. Without pre-allocation, the same units get sold twice — once to the trade account and once to a D2C customer. With pre-allocation, the problem does not exist.
When a B2B order is placed in Stok.ly, pre-allocation removes the committed stock from available-to-sell inventory across all connected channels immediately — without physically moving or quarantining the stock in the warehouse. Shopify, ecommerce channels, ePOS and any other connected sales channels see the reduced available position automatically. The wholesale commitment is protected. No manual ring-fencing. No spreadsheet. No competing fulfilment.
For forward-booked wholesale orders — where the customer commits before stock physically exists — Stok.ly supports pre-allocation against open purchase orders and manufacturing runs. When the inbound stock arrives and is scanned in, it flows directly to the pre-allocated order rather than entering the general available pool. The trade commitment is honoured from the delivery, not from today’s stock.
“Stok.ly gives us total control over every sales channel — we can create and see the different prices for B2C, B2B, trade and retail customers on one dashboard and the easy mapping set up means each channel has its own price and product data. This has been a game changer for us.”
COO, hardware retail chain
Root cause:Â When trade pricing lives in a separate spreadsheet or is managed per channel independently, sales reps apply the wrong price, margin leaks on every mis-priced order and the audit trail for pricing decisions does not exist. Multiple pricing tiers across a growing customer base become unmanageable without a system that connects pricing to customers at the point of order.
What Stok.ly does: Trade pricing, net pricing lists, trade discounts and bulk buy discounts are connected to customer accounts and auto-populate at the point of order creation. The correct price for this customer, this product, this quantity, is applied automatically — without the sales rep needing to check, calculate or override.
Trust your stock. Transfer with confidence. Control orders. Fulfill every day like clockwork.
Trade customer account management — the full commercial relationship in one place
Every trade customer in Stok.ly has a complete account record: multiple buyers within an organisation, credit limits, payment terms, currency, sales rep assignment, licence details, customer notes, IOSS and EORI export details, invoicing preferences, delivery addresses, full purchase history and customer statements. Sales teams see the complete account picture at the point of order — not a name and an email address.
Credit limits are live. If an order would take a customer over their credit limit, the system flags it before the order is placed — not after the invoice has gone out. Account status — active, on hold, pro-forma only — connects directly to the order processing rules engine, preventing the warehouse from picking orders that should not yet be dispatched.
Backorder management — the full commitment lifecycle visible in one place
Stok.ly manages the full B2B backorder lifecycle from commitment to fulfilment. When an order cannot be fully satisfied from current stock, Stok.ly records the backorder commitment, removes the units from available-to-sell inventory, tracks inbound stock against the open commitment and triggers fulfilment automatically when stock arrives. Backorder rules control whether orders are split-shipped, held for full fulfilment or escalated for purchasing action — per customer, not globally.
Sales and customer service see backorder status by order and by account in real time. The answer to “what is outstanding on my account and when will it ship?” is available without compiling a manual report or calling the warehouse.
“Because we have no visibility of our true inventory, we end up purchasing stock we already had in the warehouse – it’s costly and extremely frustrating.”
Root cause: Without a single trusted view of stock that includes pre-allocated wholesale commitments, backorders and in-transit stock, purchasing decisions are made on an incomplete picture. The business owns stock it cannot see clearly — and buys more to fill a gap that does not exist.
What Stok.ly does: Purchasing decisions are made against a complete inventory picture that includes available stock, pre-allocated commitments, backorders, in-transit stock and inbound purchase orders — at every location simultaneously. The purchasing team buys what the business actually needs.
→ Explore Stok.ly Purchasing and Replenishment
Invoicing and accounting integration — from order to reconciliation without manual steps
Stok.ly controls the full invoicing lifecycle for B2B trade orders. Pro-forma invoices are generated at the point of sale for immediate payment. The rules engine prevents warehouse pick list creation and dispatch for pro-forma customers until payment is confirmed — no manual intervention required to enforce the pro-forma workflow. Credit account customers are auto-invoiced at the point of dispatch, with the invoice pushed to connected accounting software in real time.
When payments are reconciled in the accounting system — Xero, Sage, QuickBooks, iPlicit, AccountsIQ or others — Stok.ly pulls the payment status back in, updates the sales order and customer credit account, and pushes the update through to any connected ecommerce platform where the order originated. Payment status flows in both directions, automatically, without manual updating in multiple systems.
Partial shipment control — clear visibility of what has shipped and what remains
Wholesale orders frequently cannot be fulfilled in a single shipment. Stok.ly manages the full partial shipment lifecycle: what shipped, what quantity remains outstanding, when the next delivery is expected, and what the account balance reflects after each dispatch event. Partial shipment rules are configured per customer — some accounts accept partial fulfilment, others require the full order before anything ships.
The warehouse executes partial picks from the same workflow as full orders. Customer service sees the current outstanding position per account without manual compilation. The customer receives clear documentation of each shipment and what remains to follow.
Trade Desk POS — wholesale order management at the point of sale
Stok.ly’s Trade Desk POS gives sales reps the ability to manage wholesale and trade orders placed by phone, email or in person — with live access to stock availability, customer pricing, account status, credit limits, order history and backorder position at the point of order creation. Orders entered through the Trade Desk connect to the same inventory layer, warehouse execution and fulfilment workflows as every other order channel.
Sales reps operate with the same real-time operational picture as the warehouse and customer service teams — not from a separate system or a cached export that may be hours out of date.
B2B and B2C stock control — one pool, all demand types controlled simultaneously
For hybrid businesses managing ecommerce, retail, wholesale and trade demand from shared stock, Stok.ly’s allocation rules engine and pre-allocation capability define precisely how stock is committed across demand types. B2C ecommerce channels see an available-to-sell figure that accounts for all wholesale pre-allocations. Wholesale accounts receive commitment based on what is genuinely available after D2C demand has been considered. Neither channel competes for stock without visibility or control.
→ Explore Stok.ly Order Management
→ Explore Stok.ly Warehouse Management
Stok.ly B2B wholesale order management capabilities
| Capability | What it controls | Why it matters |
| Trade sales order management | B2B and wholesale sales orders across all channels — Trade Desk, Shopify B2B, field sales and phone — connected to live stock, customer account and pricing data at the point of order creation | Sales teams operate with real-time operational visibility at the point of sale — no spreadsheet checks, no warehouse calls and no pricing errors from stale price lists |
| Pre-allocation against orders, POs and manufacturing runs | Removal of wholesale-committed stock from available-to-sell inventory across all channels at the point of B2B order placement — including pre-allocation against inbound purchase orders and manufacturing runs for forward-booked orders | Wholesale commitments are protected without manual ring-fencing — ecommerce and retail channels see accurate available-to-sell figures automatically, and forward orders can be taken confidently against future deliveries |
| Trade customer account management | Credit limits, payment terms, currency, pricing tiers, sales rep assignment, IOSS and EORI details, invoicing preferences, multiple delivery addresses, full order and payment history, customer statements | The complete commercial relationship is visible in one place — sales, customer service and finance all operate from the same account picture without cross-referencing separate systems or spreadsheets |
| Customer-specific pricing — net pricing, trade discounts, bulk buy | Multiple pricing tiers linked directly to customer accounts — net pricing lists, trade pricing, trade discounts and bulk buy discounts auto-populating in sales orders at the point of order creation | The correct price for this customer, this product and this quantity is applied automatically — margin leakage from manual pricing errors and stale price list spreadsheets is eliminated |
| Pro-forma and credit account invoicing control | Pro-forma invoice generation at the point of sale — rules engine prevents warehouse processing until payment is confirmed. Credit account auto-invoicing at the point of dispatch. | Pro-forma and credit account workflows are enforced by the system without manual intervention — the warehouse never picks an order that should not yet have been released |
| Two-way accounting integration | Real-time invoice push to accounting software on creation — payment status pull from accounting back into Stok.ly to update orders, customer credit accounts and connected ecommerce platforms | Payment status flows in both directions automatically — no manual updating across multiple systems, no reconciliation lag and no customer credit account errors from missed payment updates |
| Backorder lifecycle management | Full backorder commitment from recording through inbound stock tracking, automatic fulfilment trigger, customer account update and channel availability management | Backorders are managed inside the system — not in a manually maintained list that is always behind reality and requires someone to remember to check it |
| Partial shipment control | Per-customer rules for split shipment acceptance — what shipped, what remains outstanding, when the next delivery is expected, account balance after each dispatch event | Wholesale partial fulfilment complexity is automated per customer preference — sales, customer service and the warehouse all operate from the same outstanding fulfilment picture |
| Multi-location stock availability for trade orders | Available, committed, pre-allocated, in transit and inbound stock across all warehouse locations — visible to sales at the point of B2B order creation | Sales teams commit to trade customers on the basis of real available stock across the full operation — not on the basis of a single location’s gross count |
| Trade Desk POS | Phone, email and in-person wholesale order management with live access to stock, pricing, account status, credit limits, order history and backorder position | Sales reps handle trade orders with the same real-time operational visibility as every other channel — no separate system, no cached export and no pricing errors from working from memory |
| Warehouse fulfilment connection for wholesale orders | Automatic pick list creation from confirmed B2B orders — connected to pre-allocation, partial shipment rules, barcode scanning and carrier assignment | Trade order promises connect directly to warehouse execution — pick lists are created automatically, pre-allocated stock flows to the correct order and dispatch is completed without manual coordination |
| B2B operational reporting | Sales by account, pre-allocation status, backorder volumes, fulfilment rates, customer account balances, purchasing demand driven by wholesale commitments | Management and account teams see wholesale operational performance from live data — no manual report compilation and no reporting that is always one export behind reality |
Why growing wholesale businesses outgrow their current approach
| Current approach | What tends to break | Stok.ly |
| Wholesale orders managed manually or tracked in spreadsheets | Backorders, partial shipments and customer commitments are maintained outside the system. Updates lag. Errors accumulate. The warehouse and sales team operate from different versions of what has shipped and what is outstanding. | All wholesale orders, backorders, pre-allocations and partial shipment tracking are managed inside the platform. Sales, warehouse and customer service see the same real-time picture. |
| Pre-allocation managed in spreadsheets or third-party tools | Stock promised to a wholesale account is tracked in a spreadsheet alongside the main system. When the spreadsheet is out of date, the same stock gets committed twice — to the trade account and to an ecommerce customer. Fulfilment fails for one of them. | Pre-allocation removes wholesale-committed stock from available-to-sell inventory across all channels at the point of order placement — automatically, without a spreadsheet and without manual channel updates. |
| Trade pricing held in separate spreadsheets or price lists | Sales reps reference the wrong version of a price list. Discounts are applied incorrectly or forgotten. Pricing errors produce invoicing disputes, credit notes and margin leakage on every mis-priced order. | Customer-specific pricing is linked to the account and auto-populates at the point of order creation. The correct price is applied automatically — no manual checking, no spreadsheet reference and no pricing errors. |
| Manual invoicing and payment status tracking across multiple systems | Pro-forma invoices are created manually. Payment status is updated in the accounting system but not in the order system. The warehouse picks orders that have not been paid. Credit accounts go over limit without automatic flagging. | Pro-forma workflow is enforced by the rules engine. Credit account auto-invoicing triggers at dispatch. Payment status syncs bidirectionally between Stok.ly and the accounting system in real time. |
| B2C and B2B orders managed in separate systems without shared stock control | Ecommerce orders oversell stock already committed to wholesale accounts. Wholesale commitments are made without knowing how much ecommerce demand has reduced the available position. One channel always gets let down. | B2C and B2B orders are managed from the same inventory layer. Pre-allocation and the allocation rules engine control how stock is committed across demand types simultaneously — no channel competes for stock without visibility. |
| Backorders tracked separately from the main order system | The backorder list is always behind the current position. Stock arrives but does not automatically trigger fulfilment. Sales and customer service answer backorder questions from an outdated list. The warehouse gets manual instructions to pick long-overdue backorders. | Stok.ly manages the full backorder lifecycle inside the platform. When inbound stock arrives at goods-in, backorder fulfilment triggers automatically in the correct customer priority order — no manual chasing required. |
What Stok.ly customers say
“We have gone from a pen and paper warehouse to a completely digital system that has streamlined our business immensely. The customer support has been superb since the day we onboarded with Stok.ly and we continue to build a great relationship with the team. We use Stok.ly daily in our warehouse and have found a number of features to now be invaluable. The ease of integration is incredible and has streamlined tasks within our business ten fold.”
Verified G2 review — 5 stars. Read on G2 →
Who Stok.ly B2B wholesale order management is designed for
Stok.ly B2B wholesale order management is designed for growing businesses where trade orders, stock availability, pricing, backorders, invoicing, fulfilment and customer account visibility need to be controlled together.
- Wholesalers managing trade accounts, backorders, pre-allocations and partial shipments at scale
- Retailers that also sell to wholesale or trade customers — particularly where B2C and B2B demand compete for the same stock pool
- Distribution businesses with B2B order complexity, multiple delivery locations, export requirements and account-specific fulfilment rules
- Hybrid B2C and B2B operators where ecommerce orders and wholesale commitments must be controlled from one shared inventory layer
- Teams replacing spreadsheet backorder tracking, manual pro-forma workflows, separate pricing tools and disconnected B2B order management with one operational system
- Businesses experiencing stock commitment errors, pricing mistakes, invoicing delays or backorder management failures as wholesale customer volumes grow
Who this is not for
Stok.ly B2B wholesale order management is not designed for businesses that only need a simple single-channel ecommerce order list with no trade account complexity. If wholesale orders do not involve account-specific pricing, pre-allocation, backorders, partial shipments, pro-forma workflows or credit account management, a simpler tool may be sufficient.
Stok.ly is built for businesses where B2B order complexity has grown beyond what spreadsheets and manual processes can reliably manage.
Frequently asked questions
What is Stok.ly B2B wholesale order management?
Stok.ly B2B wholesale order management is the trade and wholesale order control layer within the Stok.ly order management-led, inventory-centric ERP platform. It connects trade orders to stock availability, pre-allocation, backorder management, partial shipment control, trade account management, customer-specific pricing, pro-forma and credit invoicing, two-way accounting integration, warehouse execution and operational reporting — in one system rather than across spreadsheets, separate tools and disconnected workflows.
How does Stok.ly handle pre-allocation for wholesale orders?
When a B2B order is placed in Stok.ly, stock can be pre-allocated against that order at the inventory control layer. Pre-allocated stock is removed from available-to-sell inventory across all connected channels immediately, without physically moving or quarantining the stock. eCommerce channels, ePOS and other sales channels see the reduced available position automatically. For forward-booked wholesale orders, Stok.ly also supports pre-allocation against open purchase orders and manufacturing runs — so the business can take wholesale commitments before stock physically exists, with the delivery managed against the inbound PO.
Can Stok.ly manage both B2B wholesale and B2C ecommerce from the same stock pool?
Yes. Stok.ly is designed for hybrid B2C and B2B businesses that sell through ecommerce, retail, wholesale and trade channels using shared stock. The allocation rules engine and pre-allocation capability control how stock is committed across demand types simultaneously — so wholesale commitments do not silently compete with ecommerce orders for the same units. Each channel sees an accurate available-to-sell figure that reflects the true position after all wholesale pre-allocations and committed demand have been accounted for.
How does Stok.ly manage wholesale backorders?
Stok.ly manages the full B2B backorder lifecycle: recording the commitment when stock is unavailable, tracking inbound stock against the open backorder, triggering fulfilment automatically when stock arrives, and giving sales and customer service teams real-time visibility of what is owed, what has shipped and what remains outstanding by account. Backorder rules control whether orders are split-shipped, held for full fulfilment or escalated for purchasing action — without manual intervention per order.
Does Stok.ly support trade-specific pricing and account terms?
Yes. Stok.ly supports multiple pricing tiers including net pricing lists, trade pricing, trade discounts and bulk buy discounts. Customer-specific pricing is linked directly to the customer account and auto-populates in sales orders at the point of order creation — so sales teams do not need to reference a separate price list or apply discounts manually. Credit limits, payment terms, currency, IOSS and EORI export details, invoicing preferences and delivery addresses are all managed within the trade customer account.
How does Stok.ly handle wholesale invoicing?
Stok.ly supports both pro-forma invoicing and credit account invoicing. Pro-forma invoices are generated at the point of sale for immediate payment. Credit account orders are auto-invoiced at the point of dispatch. Invoices are pushed to connected accounting software in real time as they are created. When payments are reconciled in the accounting system, Stok.ly pulls the payment status back in, updates the sales order and customer credit account, and pushes the update through to any connected ecommerce platform where the order originated.
Can Stok.ly support partial shipments for wholesale customers?
Yes. Stok.ly manages the full partial shipment lifecycle for wholesale orders: what has shipped, what remains outstanding, when the next delivery is expected, and what the account balance reflects. The rules engine controls whether individual customers accept partial shipments or require full fulfilment before dispatch — configured per customer account rather than applied globally. Warehouse teams execute partial picks from the same pick workflow as full orders.
Does Stok.ly provide a B2B trade desk or wholesale portal?
Yes. Stok.ly includes a Trade Desk POS for managing wholesale and trade orders placed by phone, email or in person — giving sales reps access to live stock availability, customer pricing, account status, credit limits, order history and backorder position at the point of order creation. Trade customers can also be given a self-service portal to place orders, view account statements and track outstanding orders directly.
How does B2B order management connect to warehouse execution in Stok.ly?
Every confirmed B2B order in Stok.ly connects directly to the warehouse execution layer. Pick lists are created automatically via the rules engine and pushed to the Stok.ly Android WMS app for warehouse operatives to execute via barcode scanning. Pre-allocated stock is picked against the specific order it was committed to. Partial shipment rules determine what leaves in each dispatch event. When dispatch is confirmed, the order status updates, the customer account reflects the shipment and any remaining balance is clearly visible to sales and customer service.
Related platform areas
- Stok.ly operational control platform overview
- Order management software
- Inventory management and stock control
- Warehouse management system
- Stock transfer management
- Purchasing and replenishment
- eCommerce operations management
- Operational reporting
Ready to control B2B wholesale orders with confidence?
Talk to the Stok.ly team about your wholesale and trade order challenges. We will show you how Stok.ly connects trade orders, stock, pre-allocation, backorders, invoicing and fulfilment — and whether it is the right fit for where your business is going.
Contact Information
All our sales, support and development team are located in Hereford and Cheltenham in the U.K. Please submit the contact form and we will contact you within the same business day.