ProfitEngine — Purchasing & Inventory
| 开发者 | shiponkarmakar |
|---|---|
| 更新时间 | 2026年10月28日 02:50 |
| PHP版本: | 8.1 及以上 |
| WordPress版本: | 7.1 |
| 版权: | GPLv2 or later |
| 版权网址: | 版权信息 |
详情介绍:
- What should I buy, and how much?
- From which supplier, and when?
- What will it cost to get it into my warehouse?
- What is my real profit after costs, discounts, fees and shipping?
- Sales overview chart: orders, revenue and profit over time, with Today (hour by hour), Last 30 Days, Last 90 Days and Last 1 Year views. Hover any period to see its exact figures; click the legend to show or hide a series.
- Key numbers at a glance: revenue, profit and margin, product & order cost, purchase spending, inventory value and products to reorder.
- Recommendations: what to act on next, such as products to reorder now, products sold at a loss, stock running low, thin margins and any setup steps still to finish.
- Top products by profit and margin distribution across your catalogue.
- Suppliers to order from with the recommended spend for each, supplier spending, and recent purchase orders.
- Every product with demand is ranked by urgency: Critical (will run out before a new order could arrive), Warning (at or below its reorder point) and Recommended (should be topped up soon).
- A suggested order quantity for each product, rounded up to the supplier's minimum order quantity (MOQ).
- Stock already on the way in open purchase orders is taken into account, so you never order twice.
- Tick the products you want, adjust quantities, and create purchase orders in one click. They are split automatically into one order per supplier.
- Forecasts recompute automatically every night, or on demand with one click.
- Average daily sales = units sold ÷ sales window (days)
- Days of stock remaining = current stock ÷ average daily sales
- Safety stock = your manual value, or average daily sales × safety days
- Reorder point = your manual value, or (average daily sales × lead time) + safety stock
- Suggested quantity = average daily sales × (lead time + coverage days) + safety stock − current stock − stock already on order
- Create, edit, send and receive purchase orders with sequential PO numbers.
- Status lifecycle: Draft → Sent → Partially received → Received (or Cancelled). Received orders are locked to protect your history.
- Partial and full receiving: received quantities are added to WooCommerce stock automatically. If stock tracking is off for a product, it is switched on and the received quantity becomes its starting stock.
- Landed cost: shipping and other costs (customs, handling, fees) are shared across the order's lines by value, so each product's cost reflects what it really cost to bring in.
- Tax handling: mark tax as recoverable (VAT/GST you claim back, kept out of product cost) or non-refundable (import duty, added into product cost).
- Discounts and tax as a fixed amount or a percentage.
- Multi-currency: buy in your supplier's currency with an exchange rate to your store currency.
- The expected delivery date defaults to today; the product's supplier is linked automatically when you add it to an order.
- Printable purchase order with your own logo, ready to print or save as PDF and send to the supplier.
- Submitting the same receipt twice can never add stock twice.
- Supplier records with contact person, email, phone, address, currency, payment terms, lead time, minimum order value and notes.
- Per-product supplier details: supplier SKU, purchase cost, MOQ and lead time, with a primary supplier per product.
- Archive suppliers you no longer use without losing their history.
- A fast stock grid with product thumbnails, supplier, selling price, cost, margin, stock, inventory value and reorder point.
- Filter by In stock, Low, Out or Not tracked, search, and sort any column.
- Set purchasing data for simple products and for each variation of a variable product.
- Bulk-assign a supplier (and cost) to many products at once.
- Turn on stock tracking for a product straight from the grid.
- Profit is recorded for every order line at the moment of sale: revenue (after discounts and refunds) minus product cost, shipping, payment fees and other costs. Tax is excluded by default.
- Cost history is preserved: changing a product's cost later never rewrites the profit of past sales.
- Refunds and cancellations are reflected automatically.
- Cost basis of your choice: weighted average or last purchase cost, updated each time stock is received.
- Configurable revenue recognition: choose which order statuses count as revenue. Cash-on-Delivery stores can count only Completed orders so unpaid orders don't inflate profit.
- Profit by product with a full cost breakdown (product, shipping, payment fees, other).
- Historical backfill: calculate profit for orders placed before you installed the plugin.
- Profit by product, profit by category, sales vs cost, supplier spending, purchase history and inventory value.
- Date filtering, sortable columns and totals.
- Export to CSV (safe to open in Excel or Google Sheets) or PDF.
- Compatible with WooCommerce High-Performance Order Storage (HPOS).
- Works with simple and variable products.
- Uses your store's currency, symbol position and number format everywhere.
- Modern, fast admin interface built with the WordPress REST API and React.
- Only administrators and shop managers can access it.
- Translation-ready.
- Does not connect to any external service. All of your data stays on your own site.
安装:
- In your WordPress admin, go to Plugins → Add New, search for ProfitEngine and click Install Now. (Or upload the plugin zip under Plugins → Add New → Upload Plugin.)
- Click Activate. WooCommerce must be installed and active.
- Open ProfitEngine in the admin menu.
- Follow the setup steps on the Dashboard:
- Add your suppliers.
- Set purchase costs and suppliers for the products you buy (on the Products screen).
- Open Reorder and click Recompute forecasts.
- Create your first purchase order.
- Optional: under Settings, choose your cost basis, payment fees, revenue statuses and forecasting defaults, then run Historical profit to include past orders.
屏幕截图:
常见问题:
Does ProfitEngine require WooCommerce?
Yes. ProfitEngine works on top of WooCommerce and needs WooCommerce 8.0 or newer to be installed and active.
Does it work with variable products?
Yes. Each variation has its own cost, supplier and stock, and is forecast and ordered separately.
How is "real profit" calculated?
For each order line: revenue (after discounts and refunds, excluding tax) minus the product cost, its share of shipping, payment fees and any other costs you configure. Tax is excluded by default because it is passed on to the tax authority; you can include it under Settings.
Will changing a product's cost change my past profit figures?
No. The cost of each sale is recorded when the sale happens, so your history stays accurate even when your purchase costs change later.
Does it count unpaid Cash-on-Delivery orders as revenue?
Only if you want it to. Under Settings → Revenue recognition you choose which order statuses count. By default Processing and Completed orders count; Cash-on-Delivery stores usually untick Processing so revenue is only recognised once an order is Completed (delivered and paid).
Can I see profit for orders placed before I installed the plugin?
Yes. Go to Settings → Historical profit and run the backfill. It processes your past orders in the background in small batches.
Does ProfitEngine change my WooCommerce stock?
Only when you receive a purchase order: the received quantity is added to the product's stock. If stock tracking was off for that product, it is turned on and the received quantity becomes its starting stock. It never changes your prices or other product data.
What is landed cost?
The full cost of getting stock into your store: the supplier's price plus a share of shipping, customs, handling and other order costs. ProfitEngine spreads those extra costs across the products in a purchase order by value, so each product's cost (and therefore your profit) is accurate.
How should I enter VAT or GST on a purchase order?
If you can claim the tax back, leave it as recoverable, and it stays out of product cost. If it is a non-refundable tax or import duty, tick Non-refundable and it is added into the landed cost of the products.
Can I buy from suppliers in another currency?
Yes. Set the purchase order currency and an exchange rate to your store currency. Costs are converted to your store currency when stock is received.
What is the difference between weighted average and last purchase cost?
Weighted average blends the cost of the stock you already have with each new delivery, which smooths out price changes. Last purchase cost always uses the most recent delivery's cost. Choose under Settings → Cost basis.
How does the reorder list decide what is urgent?
Critical means the stock will run out before a new order could arrive (days of stock left is less than the supplier's lead time). Warning means stock is at or below its reorder point. Recommended means it will run low within your coverage period. Products with no recent sales are not listed.
How often are forecasts updated?
Automatically every night, and whenever you click Recompute forecasts on the Reorder screen. Forecasts are calculated in small background batches so large catalogues don't slow your site.
Can I set my own reorder point or safety stock?
Yes. Set them per product (or per variation). Leave them empty and ProfitEngine calculates them for you from sales velocity, lead time and your safety-days setting.
Can I print or email a purchase order to my supplier?
Each purchase order has a printable version with your logo, which you can print or save as a PDF and send to your supplier. Add your logo under Settings → Purchase order branding.
Can I export reports?
Yes. Every report can be exported to CSV or PDF.
Will it slow down my store?
No. ProfitEngine only loads its scripts on its own admin screens, records profit with a lightweight step when an order's status changes, and runs heavy work (forecasts, backfill) in the background using WooCommerce's Action Scheduler.
Is it compatible with High-Performance Order Storage (HPOS)?
Yes. ProfitEngine declares full compatibility with WooCommerce HPOS.
Who can access ProfitEngine?
Administrators and shop managers (any role that can manage WooCommerce). Other users cannot see its screens or data.
Does it send my data anywhere?
No. ProfitEngine does not connect to any external service. All data is stored in your own WordPress database.
What personal data does it store?
It does not store customer personal data. Profit records contain only order IDs and product figures. It stores the supplier contact details you enter (contact name, email, phone and address).
What happens to my data if I deactivate or delete the plugin?
Deactivating never removes data. Deleting the plugin also keeps your suppliers, purchase orders and cost history, so you can reinstall without losing anything. The only exception is if you turn on Settings → Delete all plugin data when uninstalled, which removes everything.
Is ProfitEngine translation-ready?
Yes. All text is translatable, and a translation template is included.
更新日志:
- Fixed the Critical badge on the Reorder screen showing without its red style.
- Updating a supplier through the REST API with only some fields no longer clears the others.
- Added screenshots for every screen.
- New dashboard: sales overview chart (orders, revenue and profit) with Today, 30-day, 90-day and 1-year views.
- New sidebar navigation and page layout.
- Amounts now follow the store's WooCommerce currency format (symbol position, separators).
- Fixed weekly charts and the "Sales vs cost" report showing no data for 90-day and 1-year ranges.
- Text domain now matches the plugin slug (profit-engine).
- Receiving a purchase order is now safe against double submission (stock is never added twice).
- Faster Products screen on large stores (purchasing data is loaded in one batch).
- The nightly forecast recompute is now scheduled reliably.
- CSV exports neutralise spreadsheet formulas in text cells.
- Purchase order print view now enqueues its assets through the standard WordPress functions.
- Styled the date-range pickers and refined the Profit cost breakdown.
- Revenue recognition is now configurable: choose which WooCommerce order statuses count toward revenue and profit (e.g. Cash-on-Delivery stores can count only Completed/Delivered instead of Processing).
- Purchase orders: added an "Other cost" field (customs, handling, fees) that is allocated across units into landed cost.
- Purchase orders: added a "Non-refundable" tax option: recoverable VAT/GST stays out of landed cost, while non-refundable duty is allocated into unit cost.
- Purchase orders: the product's supplier is now linked automatically when a PO is created, and the Expected date defaults to today.
- Fixed a supplier-cost precision issue when linking products to a supplier.
- Compliance and packaging: WordPress.org guideline fixes (name, tags, tested-up-to), removed inline print styles/scripts, and cleaned Plugin Check warnings.
- Initial release: suppliers, product purchasing data, purchase orders with receiving, transparent forecasting, smart reorder dashboard, real-profit engine, reports and historical backfill.