Get notified when inventory runs low

Set per-item quantity thresholds and email alerts. No more manually checking stock.

The Notifications add-on lets you set a low quantity email alert on any inventory item. When the item’s quantity drops to or below your threshold, WP Inventory Manager sends an automatic email alert to whoever needs to know.

You can set a global default threshold and email in the plugin settings, then override both on a per-item basis for items that need different rules.

Installation

1. Purchase and download the Notifications add-on.
2. Install via WordPress dashboard → Plugins → Add New → Upload Plugin.
3. Click Activate Plugin.
4. Then activate your license.

Configure global defaults

Before setting per-item alerts, configure a global default that applies to any item that does not have its own override.

1. Go to WP Inventory → Settings → Notifications.
2. Set the Low Quantity Amount — alerts fire when any item drops to or below this number.
3. Set the Low Quantity Email — the address(es) that receive the alert. Separate multiple addresses with a comma.
4. Save settings.

Set a per-item alert

Per-item settings override the global defaults for that specific item only.

1. Go to WP Inventory → Inventory and open any item.
2. Scroll to the bottom of the item edit screen.
3. You will see two new fields:
   • Low Quantity Alert — enter a number. The alert fires when this item’s quantity reaches this value.
   • Email(s) — enter one or more email addresses. Separate multiple addresses with a comma or semicolon.
4. Leave either field blank to fall back to the global default.
5. Save the item.

Multiple recipients

To send alerts to more than one person, enter all email addresses in the Email(s) field separated by commas:

[email protected], [email protected], [email protected]

Troubleshooting

I set a threshold but I’m not receiving alerts.
Check that the global Low Quantity Amount is not set to 0 in Settings → Notifications, and that a valid email address is saved either on the item or in global settings. Also confirm the Notifications add-on is activated and your license key is valid.

The Low Quantity fields don’t appear on the item edit screen.
Your WordPress user role may not have permission to see these fields. Ask an administrator to check your role settings, or confirm the Notifications add-on is activated.

Track your inventory and reservations with the Analytics add-on

Stock levels, reservation activity, and financial data. All in one dashboard.

The Analytics add-on adds a dedicated Analytics screen under the WP Inventory menu. All Pro users get a live inventory health dashboard out of the box. Activate your Analytics license to unlock reservation reporting, ledger summaries, location breakdowns and a one-click CSV export. Each section appearing automatically based on which add-ons you have installed.

Installation

1. Purchase and download the Analytics add-on from wpinventory.com/downloads/add-on-analytics/.
2. In your WordPress dashboard, go to Plugins → Add New → Upload Plugin and upload the zip file.
3. Click Activate Plugin.
4. Then activate your license. The Analytics page appears under the WP Inventory menu.

The Dashboard

The dashboard is visible to all Pro users at WP Inventory → Analytics. Summary cards at the top show your total items, active and inactive counts, total quantity in stock, out-of-stock count, and low-stock count (items at 5 units or fewer).

Below the cards, three tables give you a deeper view:

• Inventory by Category: item count, total quantity, and reserved quantity per category
• Items by Status: item count and quantity grouped by each status you have configured
• Recently Updated Items: active items modified in the last 30 days, with item number, quantity, and last updated date

A Low Stock Alert table lists all active items at 5 units or fewer, sorted by quantity, with category, reserved count, and price — making it easy to spot what needs reordering at a glance.

Reservation Overview (requires Reserve Cart)

With the Analytics license active and Reserve Cart installed, the dashboard adds a Reservation Overview section showing total reservation count and total reservation value. Below the summary cards, a Recent Reservations table lists the last 20 reservations with date, customer name (pulled from checkout form data), item count, quantity, and order total.

A Top Reserved Items table ranks your top 10 inventory items by total quantity reserved, with in-stock quantity and reservation count.

Reservations-per-Week Chart (requires Reserve Cart)

A dual-axis chart shows reservation count (bars, left axis) and total reservation value (line, right axis) week by week over the last 12 weeks. Use the date filter at the top of the page to focus on any custom date range.

Ledger Summary (requires Ledger)

Four cards display your ledger totals for the selected date range: total entries, total quantity, pending value, and completed value.

Inventory by Location (requires Locations Manager)

A table showing item count and total quantity assigned to each of your locations.

Top Users by Inventory Items (requires Advanced User Control)

A ranked table of your top 10 users by number of inventory items, with their email address and total quantity.

CSV Export (requires Reserve Cart)

The Export tab lets you download all reservation data as a CSV file. One row per line item. The export automatically detects all fields from your checkout form and flattens them into individual columns, so fields like customer name, phone, or address appear as their own columns regardless of how your form is configured. Use the date filter to narrow the export to a specific period.

Date Filter

The From/To date picker at the top of the dashboard applies to: Reservation Overview, the weekly chart, Recent Reservations, Top Reserved Items, Ledger Summary and the CSV export. Core inventory tables (categories, statuses, low stock) always show all-time data and are not date-filtered.

Frequently Asked Questions

Do I need WP Inventory Manager Pro?
Yes. The Analytics dashboard requires an active Pro license. Without Pro, a prompt to upgrade is shown instead of the dashboard.

I installed the plugin but only see the basic dashboard. Where are the reservation sections?
Make sure your license is active (see how to activate your license). The advanced sections require both an active license and the relevant add-on (e.g. Reserve Cart for reservation data).

What happens when my Analytics license expires?
The dashboard continues to work. License renewal is required to receive plugin updates and support.

My CSV export has unexpected columns. Is that normal?
Yes. The export scans all reservation records and creates one column for each checkout form field it finds. If your form has changed over time, older reservations may have fewer columns than newer ones.

Enhance User Experience with Advanced Search Filters

Keep your users in one place while they sort through your inventory

By default, it’s possible to include Inventory Items in your website search results, but this comes with some inherent problems. It takes your users away from the main page and mixes in other website results, all while being somewhat unclear on what can or can’t be searched for. Enter the Advanced Search Filter add-on. This handy enhancement allows your users access to a customizable list of filters to make searching through your inventory quick and easy. You can either utilize the instructions below, or follow along with this video tutorial:

Installation

1. Purchase and Download the Advanced Search Filter add-on.
2. Install the add-on through your WordPress dashboard by navigating to the “Plugins” tab.
3. After browsing and uploading the ZIP file, activate the plugin.
4. Then activate your license.

Customizing the Available Fields

Once the plugin is installed, you can configure the Search Filter by navigating to the Advanced Search menu item, where you will see a set of fields like the image below:

Any field that is checked will be available for your users to filter by. The fields will display in top-to-bottom order, and can be changed by dragging and dropping the fields.

By clicking the green folder icon on the right, you can open up another field to configure the options for each field specifically. Like the main fields, these will display in order, and the order can be changed by dragging and dropping fields. You can also add a “More Separator,” which will hide the option below the separator inside of a dropdown on the frontend. The following configuration will result in a display on the front end like the image below:

Please note that a label will not appear in the Search Filters on the front end if you do not have anything set. For example, if you are using AIM and create a custom field for the number of strings on a guitar, but don’t set that option within any items, then it will not show in the front end as a filter. If the field does not have a value, then it will not be added to the Search Filters.

Displaying the Search Filters

There are two options to display your Search Filters on the front end – either the Advanced Search Filter widget, or the new Advanced Search Filter shortcode. If you do not select at least one field for users to search by, the widget or shortcode will return an error that no fields are selected.

The Shortcode

The Advanced Search Filter can be inserted onto any page using the shortcode: [wpinventory_advanced_search]. This shortcode comes with several parameters you can customize to meet your needs:

• title – The title shown at the top of the search filters on the front end. The default is an empty string.
• more_text – The text for the More Separator dropdown. The default is “See More”.
• less_text – The text for the Less Separator dropdown. The default is “See Less”.
• search_button_text – The text for the filter button to initiate a search. The default is “Search”.
• clear_search_text – The text for the button to clear the search criteria. The default is “Clear Search”.
• form_redirect – Optionally link the search button to a new page. Any chosen filters will apply to the display shortcode and Advanced Search shortcode on the destination page. Default is an empty string.
• display_as – A choice between filter options being displayed as checkboxes (with the value “checkboxes”) or dropdowns (with the value “dropdown”). Defaults to checkboxes.
• disable_ajax – Toggle the option to update the available search filters dynamically when a user chooses an option with AJAX. Setting this to “1” turns on the option to disable ajax, but the default is 0 with the option to disable ajax turned off.
• include_text_search – Toggle whether or not to allow a user to type in their own text search query. Defaults to 0, which is off. Enable by setting the value to “1”, “yes”, or “true”.

Here is an example of the shortcode using every available parameter:

[wpinventory_advanced_search title="Search the Inventory" more_text="Show More" less_text="Show Less" search_button_text="Go!" clear_search_text="Start Over" form_redirect="/custom-search-page/" display_as="dropdown" disable_ajax="0" include_text_search="true"]

The Widget

First, in your WordPress menu, navigate to Appearance > Widgets. Here, you can drop the WP Inventory Advanced Search widget into any widgetized area. The widget itself can also be configured to suit your needs:

• Title – Optionally set a title for the Advanced Search Widget.
• More Text – Allows you to change the text of the More Separator dropdown. Defaults to “See More.”
• Less Text – Allows you to change the text of the button to close the More Separator dropdown. Defaults to “See Less.”
• Search Button Text – Allows you to change the text of the filter button. Defaults to “Search.”
• Clear Button Text – Allows you to change the text of the button to clear the chosen filters. Defaults to “Clear.”
• Display Options as – Changes whether filter options are displayed as checkboxes or a dropdown field. Please note that the More Separator does not apply to the dropdown display option.
• Disable AJAX – Toggle the option to update the available search filters dynamically when a user chooses an option with AJAX. Setting this to “1” turns on the option to disable ajax, but the default is 0 with the option to disable ajax turned off.
• Hide Widget on pages that do not display WP Inventory – When enabled, this option will hide the Advanced Search widget on any page that does not have the WP Inventory display shortcode.
• Include Text Search Input – When enabled, this option adds a freeform text field to the top of the Search Filters that allows your users to type in their own search queries.
• Suppress CSS Styles – When enabled, this option disables the default CSS styles for the Advanced Search widget, allowing you to customize the widget with your own custom CSS.

Advanced Search Filter Settings

There is one setting you can use to configure the add-on, found on the Advanced Search tab in the WP Inventory settings page.

• Minimum Role to Admin Advanced Search – Sets the minimum user role required to configure the Advanced Search Filter add-on.

Turn your inventory into a shopping experience

Allow your users to reserve multiple items at once

Note: To actually take money, you also need to have the free Stripe.com extension installed and configured.

Want to turn your inventory database into a more traditional e-commerce experience? Then you need the Reserve Cart add-on. This tool allows your users to fill up a virtual shopping cart as they browse through your inventory, and then reserve everything all at once. You can either utilize the instructions below, or follow along with this video tutorial:

Installation

1. Purchase and Download the Reserve Cart add-on.
2. Install the add-on through your WordPress dashboard by navigating to the “Plugins” tab.
3. After browsing and uploading the ZIP file, activate the plugin.
4. Then activate your license.

Adding Items to Cart

As soon as your add-on is activated, users will be able to add inventory items to their cart on the front-end. This can be done anywhere the inventory is displayed: inventory listings using the display shortcode, search results, or individual product detail pages. Each product will now have a quantity field and an “Add to Cart” button appended to their listing. The exact location these buttons are displayed can be managed in the settings, detailed in the Reserve Cart Settings section below.

The Checkout Process

There are a few settings and elements necessary to prepare the checkout process:

1. Set your cart-specific Display settings. This is done the same way as detailed in the Quick Start Guide.
2. Create a page in WordPress you want to use for checkout, and include the checkout shortcode on that page: [wpinventory_checkout]
3. Specify the Checkout URL in the Reservation Cart settings under the Reserve tab in your WP Inventory settings.

Once you’ve finished these three steps, the checkout will be available on the same page created in step 2. The cart will be above the typical reservation form used for single items, but when submitted reservation requests will be submitted for all items in the cart.

Reservation Cart Settings

There are several settings you can use to configure and customize the reservation cart, found in the Reservation Cart section under the Reserve tab on the WP Inventory settings page.

• Lowest Role To Manage Item Settings – Every inventory item has its own reservation settings, such as the maximum and minimum quantity a visitor may reserve. This sets the minimum user role allowed to edit those per-item settings.
• Add to Cart Button Text – Allows you to customize the text of the “Add to Cart” button
• Show Go To Cart Button On Listing – If enabled, a button to go straight to the cart appears after a user adds an item to their cart from the listing page.
• Go To Cart Button Text – Allows you to customize the text of that button. Defaults to “View Cart”.
• Checkout Button Text For the Sidebar Widget – Allows you to customize the text of the checkout button shown in the cart sidebar widget. Defaults to “Check Out”.
• Checkout Reserve Form Title – Allows you to customize the title of the reservation checkout form
• Checkout URL – The page where the [wpinventory_checkout] display shortcode is installed, where your checkout will be available to users.
• Show Add to Cart in Inventory Listing – If enabled, this setting will allow users to add inventory items to cart from the inventory listing page and search results.
• Show Total in Cart – If enabled, this setting will show the total sum of all inventory items in a user’s cart. Please note, this will only work if the “Price” field is included in your cart-specific display settings.
• Quantity Inputs In Cart – If enabled, customers can change item quantities inside the cart widget and at checkout, rather than only when the item is added.

Save time on maintenance with Bulk Item Management

Update any fields on any range of items

The Bulk Item Management add-on is ideal for users who need to update a large number of inventory items in a short amount of time. The plugin is smart, able to filter items based on any field with a wide variety of qualifiers and data criteria. Then once they’re selected, any of the chosen items’ fields can be updated, not just the ones selected. Find out how you can save time now with the following instructions, or follow along with this video tutorial:

Installation

1. Purchase and Download the Bulk Item Management add-on.
2. Install the add-on through the WordPress dashboard by navigating to the “Plugins” tab.
3. After browsing and uploading the ZIP file, activate the plugin.
4. Then activate your license. A new link called “Bulk Item Management” appears under the WP Inventory tab.

Updating Inventory in Bulk

1. Find Items Matching Criteria
   1. Following “Where,” select the field you’d like to target. This can be any of the default fields, as well as any custom fields created with Advanced Inventory Manager.
   2. Select the qualifier from the following options: is Equal To, Starts With, Ends With, Contains, Does Not Contain, Greater Than, Less Than. Some options may not be available depending on the chosen field.
   3. Enter your specific criteria based on the preceding two options.
   4. If necessary, click the “Add Search Criteria” button and repeat steps 1.1 – 1.3 to create more than one filter statement.
2. Modify Matching Items
   1. Tick the “Modify Matching Items” checkbox.
   2. Following “Update,” select the field you’d like to update. This can be any of the default fields, as well as any custom fields created with Advanced Inventory Manager.
   3. Select the instruction from the following options: Replace with, Append with, Prepend with, Multiply By, Divide By, Add To, Subtract From. Some options may not be available depending on the chosen field.
   4. Enter your specific update value based on the preceding two options.
   5. If necessary, click the “Add Field to Update” button and repeat steps 2.2 – 2.4 to create more than one update statement.
      
3. Finalize the Update
   1. Click the “Preview Results” button to see how the statements defined in steps 1 and 2 will affect your inventory items.
      
   2. If there are no changes needed, click the “Modify Matching Items” button to finalize the update.

With Advanced Inventory Manager installed, the criteria start with a Type selector: choose the inventory type first, and the field lists then show that type’s fields, including its custom ones.

Bulk Item Manager Settings

There is one setting to the Bulk Item Management add-on available in the “Bulk Management” tab of the Settings page.

• Minimum Role to Use Bulk Manager – This sets the role that a user must have to utilize the Bulk Item Management form.

Advanced Inventory Manager

Categorize your inventory to create an expansive database

If you have many different inventory types and categories of items, you need the Advanced Inventory Manager (AIM) add-on. This tool allows you to create different “Types” of inventory, with completely customized fields. For instance, you wouldn’t give the same attributes to a hammer as you would to a refrigerator. With AIM, you can eliminate confusion and expand the capabilities of your inventory database. You can utilize the instructions below, or follow along with this tutorial video:

Installation

1. Purchase and Download the Advanced Inventory Manager add-on.
2. Install the add-on through the WordPress dashboard by navigating to the “Plugins” tab.
3. After browsing and uploading the ZIP file, activate the plugin.
4. Then activate your license. A new link called “Advanced Management” appears under the WP Inventory tab.

Adding New Inventory Types

1. Navigate to the “Advanced Management” page of WP Inventory Manager.
2. Click the “Add Type” button at the top right of the page. On a fresh install with no types yet, the button is labeled “Create Type”, and a short form first asks for the type’s name and description and whether to assign all existing items to it, before the field editor opens.

Once clicked, the button will bring up a form with a set of fields corresponding to the default inventory item attributes. The Type can be named at the top of this form, and the attributes of the Type are customizable below. New attributes can also be added using the “Add Field” button at the bottom right of the page.

• Original – The default name of the field. This cannot be changed. New fields will have the word “custom” in this column.
• Name – The name of the field that will display in all places on both the backend and frontend of the website. This can be used to rename default fields or give a name to new, custom fields.
• Type – A dropdown choice between a small Textbox, a large Textarea, a Number, a Dropdown / Select, or a Radio select. The option values are set in the Option Values column.
• Numeric – A Yes/No selection as to whether the attribute is exclusively numeric.
• Option Values – The defined choices available in the item creation form when the Type of attribute is either a Dropdown or Radio selection.
• Delete – Aside from a few foundational attributes, most attributes can be deleted if they are unnecessary by clicking the button in this column.

Finally, be sure to set the Display settings for the new Type. This can be done either by clicking the “Manage Display Settings” button at the bottom of the page or navigating to “Display” in the WP Inventory Manager menu. This is done in the same way as detailed in the Quick Start Guide.

Categorizing Inventory Items

Once inventory types have been created, when trying to create inventory items, the first option provided (before anything else is available) is setting the Type of the item.

Once a Type is assigned, the rest of the fields will become available. The fields available, as well as their names, are determined by the attribute settings defined in the Adding New Inventory Types process.

Filtering Inventory Items by Type

On the Manage Inventory Items page, there are now several tabs above the list of inventory items. The All tab displays all items in the database, but each new Type added will create a new tab here that only lists items in the corresponding Type.

Similarly, on any page where the display shortcode is used, the user can now search and filter the inventory listings by any available Types.

Advanced Inventory Manager Settings

There are a few options specific to the Advanced Inventory Manager add-on available in the “Advanced Item” tab of the Settings page.

• Minimum Role to Use Advanced Item Manager – This sets the role that a user must have to create new Types and manage Type settings.
• Default Admin Type Tab – When viewing the “Manage Items” listing, this setting determines which “Type” tab is displayed by default. The default value is All inventory items, but it can be set to only show a specific Type by default.

WP Inventory Manager Add-On Documentation

WP Inventory Manager add-ons extend the core plugin with additional inventory management features. You can add advanced search and filtering, multiple inventory locations, reservations, import and export tools, reporting, user permissions, notifications, and more.

Use the guides below to set up and configure each WP Inventory Manager add-on.

All WP Inventory Manager add-ons require a licensed copy of WP Inventory Pro. They will not run on the free plugin.

Inventory Management Add-Ons

• Advanced Inventory Manager – Create multiple inventory types, each with its own fields, and choose field formats such as dropdowns, radio buttons and long text.
• Import/Export – Import and export inventory data to make bulk updates and data transfers easier.
• Locations Manager – Organize and track inventory across multiple physical or logical locations. You can also transfer stock between locations.
• Bulk Item Management – Update or delete many items at once using search criteria, with a preview of what will change.
• Ledger – Track additions, subtractions and reservations, record item cost alongside price, and generate invoices from recorded entries.

Search, Reservations and User Access

• Reserve Cart – Let visitors reserve several items at once in a cart, rather than one at a time.
• Advanced User Control – Control inventory access and visibility for specific WordPress users.
• Advanced Search Filter – Give visitors more ways to search and filter your inventory.

Reporting and Automation Add-Ons

• WP Inventory Logging – A diagnostic tool for troubleshooting. Only install it if WP Inventory support asks you to.
• Notifications – Send email alerts when an item’s quantity drops to a threshold you set, with per-item overrides.
• Analytics – View inventory analytics and reporting directly from WordPress.

Display Add-Ons

• Breadcrumbs – Add inventory item names to supported WordPress breadcrumb trails.
• Disable Detail Page – Remove individual inventory detail pages when your inventory listing already contains all the information visitors need.

Breadcrumbs

By default, breadcrumb plugins do not recognize individual WP Inventory items. As a result, every inventory detail page may produce the same breadcrumb trail, ending at the page that contains your inventory listing.

The Breadcrumbs add-on adds the individual inventory item’s name to that trail.

Supported Breadcrumb Plugins

The add-on works with Yoast SEO breadcrumbs and Breadcrumb NavXT.

You must already have one of these plugins installed and displaying breadcrumbs through your WordPress theme. The Breadcrumbs add-on does not create its own breadcrumb trail. Instead, it adds WP Inventory item information to the breadcrumbs you already use.

Setting Up the Breadcrumbs Add-On

Install the add-on, activate it, and enter your license key. Your inventory detail pages then show the individual item name in their breadcrumb trails.

One setting is added, under WP Inventory → Settings → General → Breadcrumb Integration. Breadcrumb Name Field chooses which field is used as the breadcrumb label, and defaults to the item name.

If the field you want is missing from that dropdown, it is because the list only contains fields you have enabled under Display → Detail Display. If you use Advanced Inventory Manager, the dropdown cannot target a per-type display field, and the default Name field is used instead.

Disable Detail Page

By default, each inventory item links to its own detail page. However, you may not need individual pages if your main inventory listing already displays everything visitors need.

The Disable Detail Page add-on removes these individual pages and the links that point to them.

Your inventory listing remains available, including its images, fields, search, and other display options. However, item names are no longer clickable, and visitors cannot directly access individual item detail pages.

Setting Up the Disable Detail Page Add-On

There are no additional settings to configure. Activating the add-on automatically disables inventory detail pages.

It also removes the detail page options from WP Inventory → Display because those settings no longer apply. If you deactivate the add-on, the options return with your previous settings intact.

Before Disabling Detail Pages

Check where visitors access your inventory reservation form before activating this add-on.

If your reservation form appears only on individual item detail pages, disabling those pages will also remove the visitor’s route to the reservation form.