How WMS&Co. Improved Inventory Control with Sumtracker

Company Snapshot

About WMS&Co.

WMS&Co. is a specialty retailer offering a carefully curated collection of stationery, writing instruments, desk accessories, organizational tools, home goods, and lifestyle products.

The company focuses on products that combine thoughtful design with everyday functionality, helping customers create more intentional and enjoyable daily routines.

Operating through both direct-to-consumer and wholesale channels, WMS&Co. works with a wide range of suppliers and brands to bring premium products to customers across the United States.

Their catalog includes everything from writing tools and desk essentials to planners, storage solutions, and handcrafted goods sourced from makers around the world.

As the business expanded, managing inventory became increasingly complex. The team needed to keep inventory accurate across multiple sales channels, suppliers, purchasing workflows, and inventory locations while maintaining a seamless customer experience.

To support these growing operational requirements, WMS&Co. began searching for an inventory management solution with deeper functionality and greater flexibility than the systems they had previously used.

The Challenge

Before choosing Sumtracker, WMS&Co. tried 3 different inventory management tools. Even after investing time in evaluating multiple platforms, they found various limitations that prevented them from fully committing to those tools.

The challenges they were facing included:

Bundle Management Limitations: WMS&Co. needed a strong way to create and manage bundles, without any inaccuracies.

Difficulty Maintaining Inventory Accuracy: The team wanted stronger tools for stock adjustments and inventory reconciliation for reliable inventory records.

No Simple Functionality Tools : Most systems were either easy to use but lacked advanced features, or offered complexity without delivering meaningful operational value.

Uncertainty About Moving Beyond Shopify: The team initially hesitated before moving to a dedicated platform, as they worried about excessive work outside Shopify.

The Solution

After evaluating multiple inventory management systems, WMS&Co. selected Sumtracker for its ability to support the inventory workflows that had been difficult to manage with previous solutions.

Bundle Management That Fits Complex Workflows

Bundle management was one of the key areas where Sumtracker stood out. WMS&Co. needed a solution capable of supporting bundled products without creating additional operational complexity. Sumtracker provided the flexibility and reliability required to manage these workflows effectively.

Greater Control Over Inventory Accuracy

As inventory operations became more complex, accurate stock recording became important. Sumtracker’s stock adjustment and inventory reconciliation capabilities gave the team greater visibility into inventory movements and improved inventory accuracy.

Centralized Purchasing and Inventory Operations

In addition to inventory tracking, WMS&Co. wanted a purchasing and replenishment feature at a centralised place. By centralizing inventory management, purchase orders, supplier management, and stock control within a single platform, the team gained a more structured approach to inventory operations.

A More Feature-Rich Inventory Platform

Ultimately, the decision came down to functionality. After trying three previous inventory systems, WMS&Co. found that Sumtracker offered capabilities they had not found elsewhere.

As founder of WMS&Co. shared:

“Sumtracker has so many more capabilities than any other inventory program I have tried, and this is my fourth that I’ve tried.”

Operational Improvements

After implementing Sumtracker, WMS&Co. gained a more centralized and structured approach to inventory management.

Instead of working around the limitations of previous inventory systems, the team now manages inventory control, bundle tracking, purchasing, and stock reconciliation from a single platform.

The result is improved visibility across inventory operations, less time spent on manual processes, and greater confidence in inventory accuracy.

Results

By implementing Sumtracker, WMS&Co. replaced the limitations of previous inventory systems with a platform capable of supporting their day-to-day operational requirements.

The team gained greater control over inventory management, purchasing, stock reconciliation, and bundle tracking through a centralized system designed specifically for growing retail businesses.

Key results included:

✓ Successfully consolidated inventory operations into a single platform

✓ Improved visibility into inventory movements and stock levels

✓ More efficient inventory reconciliation and adjustment workflows

✓ Stronger support for bundle management and inventory tracking

✓ Better oversight of purchasing and incoming inventory

✓ Reduced reliance on workarounds required by previous inventory systems

✓ Access to the advanced functionality needed to support future growth

Conclusion

After implementing Sumtracker, Whif can now effectively manage inventory across its growing product catalog more. The team can easily track inventory components, manage purchase orders with ease, and maintain better visibility across inventory operations that too all from a single platform.

Are you also looking for an inventory management solution that helps you stay on top of inventory, purchasing, bundles, and supplier management without the cost of enterprise software?

Start your 14-day free trial of Sumtracker today!

FAQS

1. What should I do if my inventory software can't handle bundles properly?

If you're manually updating bundle inventory or dealing with stock mismatches, it's probably time for a better solution. Sumtracker automatically tracks bundle inventory and keeps stock levels accurate across all products.

2. How can I improve inventory accuracy?

The easiest way is to use a system that tracks stock movements, adjustments, and inventory updates in one place. Sumtracker helps you maintain accurate inventory records and reduce manual errors.

3. Can Sumtracker do more than Shopify's built-in inventory management?

Yes. Sumtracker adds features like bundle management, purchase orders, supplier management, stock adjustments, inventory reconciliation, and replenishment planning that aren't available in Shopify's native inventory tools.

4. Is it difficult to switch to Sumtracker?

No. Getting started is straightforward. Sumtracker syncs with Shopify and allows you to import your inventory data, making the transition smooth and easy.

5. Is Sumtracker right for my business?

If you're spending too much time managing inventory, dealing with stock inaccuracies, or need better control over purchasing and bundles, Sumtracker can help. It's designed for growing businesses that need more than basic inventory tracking.

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