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"I have my own warehouse, I sell on Shopify, and I sell wholesale. What system do I need?"

This is the most common question we get, and the answer is shorter than most vendors make it. You do not need four tools. You need one system that owns inventory, with your storefront on one side and your warehouse on the other. Here is how to tell which one, what to avoid, and how to know when EDI enters the picture.

The short answer

One system has to own inventory. Everything else plugs into it.

Shopify is your storefront. Your warehouse is where product physically moves. Your accounting package is the financial record. None of those three should be the system that decides what is available to sell. That job belongs to one system in the middle that knows what you physically have, what each channel has committed, what is inbound from suppliers, and what has already shipped.

Once that system exists, the question stops being "which tool for which job" and becomes "does the middle layer actually understand my product and my channels."

Most brands arrive at this question after trying to run it inside Shopify plus spreadsheets, which works until the first week wholesale and DTC want the same units. It is not a failure of discipline. It is arithmetic: two channels selling from two numbers will eventually sell the same unit twice.

The actual failure mode

Why you currently have three inventory numbers

Not because anything is broken. Because each system is answering a different question honestly.

System What it thinks inventory means What it cannot see
Shopify Units available to sell online right now Wholesale orders you have accepted but not shipped, and anything inbound from a supplier
Your warehouse Units physically on the shelf What is committed to whom, and in what order it should go out
Your spreadsheet Whatever was true when someone last updated it Anything that happened since
Accounting Value, not units, and usually last month Real-time availability entirely

The symptom is always the same: you oversell a size on Shopify the week a wholesale order ships, or you sit on stock because nobody trusts the number enough to sell it. Adding a fourth tool does not fix that. Deciding which system holds the authoritative number does.

How the pieces fit

The four layers, and what belongs in each

1. Storefront

Shopify or Shopify Plus. Customer experience, checkout, merchandising. It should receive an availability number, not calculate one.

2. System of record

Inventory, orders from every channel, purchasing, allocation, invoicing. This is the layer most brands are missing.

3. Warehouse

Receiving, putaway, bin locations, pick, scan, pack, ship. Your staff should see a pick list, not your whole business.

4. Accounting

QuickBooks, Sage, NetSuite or Dynamics. Financial record. It should be fed, not maintained by hand.

The layer that matters is the second one, and it is the one people skip because Shopify feels like it should cover it. What that layer has to do, in order:

Order arrives, from Shopify, a wholesale buyer, a sales rep or a retailer
↓ the system of record receives all of them the same way
Inventory is committed, not just decremented, so the unit is spoken for

Warehouse gets a pick assignment with the location

Picker scans, which is where wrong-SKU errors actually get caught

Pack, label, ship, tracking flows back to the customer automatically

Invoice and the financial record follow from the shipment, not from re-keying

Barcode scanning is the single highest-return thing on that list once volume is real. It is the difference between finding a mis-ship when the customer emails and catching it at the packing bench.

Buyer's checklist

Seven things to test before you buy anything

Ask every vendor to show these on screen rather than describe them. Most demos avoid all seven.

Ask to see Why it separates real systems from inventory apps
A matrix order entry screen If your product has sizes, colours, shades, lots or pack configurations, a system that treats a product as one line will fight you forever
Committed vs available Available to sell is not units on hand. If the system cannot show the difference, it will oversell
A wholesale order with its own pricing Price tiers, minimums, case packs, terms and customer-specific catalogs are not discounts on a retail price
A pick ticket with a bin location Warehouse execution, not warehouse visibility. Watch whether a real person could work from that screen
Inbound purchase orders on the availability number Selling against goods not yet landed is how pre-orders work without lying to customers
A retailer EDI document Even if you do not need it yet. Ask who maps it and what happens when a retailer changes the spec
The accounting handoff Whether invoices and payments sync, or whether someone re-keys them monthly

If you want the wider field, the nine-system Shopify ERP comparison covers AIMS360 alongside NetSuite, Cin7, Brightpearl, Fulfil, Acumatica, Business Central, SAP Business One and Katana, including where each one is the better answer.

The moment the question changes

When a retailer says the word EDI

Wholesale to boutiques is email, a B2B portal or a rep writing orders. Wholesale to a major retailer is different: they send purchase orders as EDI documents, expect ship notices on their spec, and charge back when anything misses. That is usually the moment a general inventory tool stops being enough.

The question worth asking any vendor claiming built-in EDI is whether they maintain their own retailer maps or resell someone else's, and what it costs per document. AIMS360 EDI is developed in-house across 350+ retailers, with no per-document, per-transaction, VAN or kilocharacter fees, so a peak week costs the same to transmit as a quiet one.

If your buyers are boutiques rather than chains, you do not need any of that yet, and a good system should let you add it later without replatforming.

The honest part

When you do not need a system like this

Stay where you are if

  • You sell DTC only, with no wholesale accounts. Shopify plus a shipping tool is genuinely enough
  • Your catalog is small and does not vary by size, colour, shade or lot
  • Wholesale is a handful of orders a season you can handle by email
  • One person picks and packs and knows the stock by memory. That works longer than software companies admit

It is time when

  • Wholesale and DTC are competing for the same units and someone is reconciling by hand
  • A retailer has asked for EDI, a routing guide or compliant labels
  • You have added a second location, a 3PL, or both
  • Your warehouse team is re-keying orders from one screen into another
  • You cannot answer "what can I sell right now" without opening three tabs
Where AIMS360 fits

What we built, and who it is for

AIMS360 is the system of record layer, built for consumer brands: fashion and apparel, footwear, jewelry and accessories, beauty and personal care, outdoor and sporting goods, wellness and supplements, home and lifestyle, household care, baby and children's, and pet.

What that means practically: one master stock record, with wholesale, EDI, marketplace and retail commitments subtracted before Shopify ever sees a sellable number. A full warehouse management system for your own building, including bin locations, barcode scanning and RFID, or 3PL integration if someone ships for you. Order management that takes Shopify, B2B, rep-written and EDI orders through the same flow. And accounting that syncs to QuickBooks, Sage, NetSuite or Dynamics rather than replacing them.

40+Years, since 1984
350+Native EDI retailers
1.2MOrders in a single day, one customer
97.5%Implementation success rate

Real examples of this exact shape: Retrofête runs Shopify DTC and JOOR wholesale through a 3PL, and Generation Love runs wholesale, ecommerce and its own stores on one ledger with Shopify POS.

Questions

Warehouse, Shopify and wholesale: common questions

One system of record that owns inventory, with Shopify as the storefront in front of it and your warehouse operating behind it. That system needs to receive orders from every channel, commit inventory rather than just decrement it, produce pick assignments for your warehouse, and hand invoices to your accounting package.

What separates the real options from inventory apps is whether the system understands your product structure, sizes, colours, lots or pack configurations, and whether it can handle retailer EDI when a chain account arrives.

For part of it, yes. Shopify's B2B features cover company profiles, custom catalogs and pricing, volume discounts, quantity rules and payment terms, and for a brand whose wholesale is a modest share of revenue that can be enough.

Where it stops is inventory arithmetic and compliance. Shopify has no visibility into EDI purchase orders, factory purchase orders or goods in transit, so it cannot calculate what is genuinely available across every channel. It also does not produce retailer EDI documents, compliant carton labels or routing paperwork.

Not necessarily. A separate warehouse system is one more place inventory lives and one more sync to maintain. If your system of record includes warehouse execution, receiving, putaway, bin locations, pick, scan, pack and ship, you get one number instead of two.

AIMS360 includes a full WMS rather than a bolt-on, and it handles your own warehouses, 3PL warehouses, sample and virtual warehouses in one system.

Often yes, and it is a fine layer to keep. Rate shopping across carriers, batch label printing and carrier-specific rules are a real job. The thing to check is where the shipment record is created, because tracking should flow back to both the customer and your system of record without anyone re-typing it.

AIMS360 integrates with ShipStation and handles carrier and label workflows directly, so you can run either shape.

Usually not, and you should be suspicious of any vendor who insists. Changing your ledger and your operations system in the same year doubles the risk for no operational gain.

AIMS360 syncs invoices, credits, vendor bills and payments into QuickBooks Online or Desktop, Sage 100, NetSuite or Microsoft Dynamics, so your accountant keeps the ledger they know.

It is about operational shape rather than revenue. The trigger is usually one of three things: wholesale starts competing with DTC for stock, a retailer requires EDI, or a second location or 3PL enters the picture. Brands often hit that somewhere in the low millions, but a complicated $2M operation needs it more than a simple $10M one.

If none of those are true yet, the honest answer is to wait.

For AIMS360, 3 to 16 weeks depending on complexity, with a named implementation manager assigned before the project starts and the project scoped at our expense before you sign. Retailer EDI partners come online in waves behind the core system at roughly 2 to 4 weeks each, most of which is the retailer's own certification queue.

More detail on the implementation page.

Last reviewed 19 August 2026 by AIMS360.

Describes a common operating pattern rather than a separate product. Your own configuration is set during implementation.

Next step

Bring your actual week, not a feature list

Tell us how many SKUs you carry, roughly how many Shopify and wholesale orders you run, who picks and packs, and what you use for accounting. We will show you the flow from order to shipment to invoice on your own numbers.