DMS / Distribution — Dealer Management, Route Sales & Multi-Warehouse
Design a Distribution Management System on ERPNext to control dealer pricing, credit, route sales, multi-warehouse stock and dealer settlements — all with full traceability and audit trails.
What a DMS on ERPNext delivers
We combine ERPNext core modules with DMS-specific workflows: dealer pricing engines, credit & limits, route-to-market, transit stock, and dealer settlements with statements and commissions.
Dealer Management
Maintain dealer master data, tiered pricebooks, credit terms, KYC docs and dealer-specific reports — all accessible via role-based portals.
Route & Sales Team
Manage sales teams and routes, plan calls, capture orders on-the-go (mobile), and monitor route performance & collection metrics.
Multi-warehouse & Transit Stock
Track stock across branches, regional warehouses and in-transit consignments with batch/serial tracking and ETA-based reservations.
Key DMS features we build
Dealer Pricebooks & Offers
Per-dealer price lists, regional offers, promotional windows and auto-apply logic at invoicing time.
Credit Control & Statements
Credit limits, aging alerts, automated dealer statements and settlement workflows with bank/collection matching.
Route Sales & Mobile Orders
Mobile order capture for route sales teams with offline support, order sync and instant stock reservation.
Returns, Claims & Warranty
Claims workflows, credit notes, reverse logistics and warranty handling integrated into dealer lifecycle.
Commission & Incentives
Configurable commission rules for sales teams and dealers with monthly settlement runs and payout reports.
Route & Delivery Reconciliation
Delivery vs invoice reconciliation, POD capture and exception queues for missing deliveries or short shipments.
Typical DMS pain points
- Incorrect dealer pricing & ad-hoc discounts
- Slow dealer settlements & unclear statements
- Transit stock visibility & reconciliation gaps
How we solve them
- Central price governance + regional overrides
- Automated statements, payment matching & collection workflows
- Transit stock / ETA reservations + POD-driven reconciliation
Integration surface
- Courier & TMS connectors for route planning & POD
- Mobile app sync for route agents (orders & collections)
- Bank feeds & payment gateways for settlement automation
DMS implementation — recommended pilot
We recommend a focused pilot (6–8 weeks) covering dealer onboarding, one route & one regional warehouse to validate pricebooks, route-sales and settlement flows before full rollout.
KPIs & Business Impact
Trackable outcomes we typically help distributors achieve.
DMS FAQs
- Can ERPNext support mobile route agents with offline orders?
- Yes — we implement lightweight mobile order capture with offline caching, order sync and instant reservations for allocated stock.
- How are dealer pricebooks managed?
- Pricebooks can be tiered by dealer, geography or product family and rules applied automatically during invoice creation.
- Can we automate dealer statements & settlements?
- Yes — ERPNext can generate periodic statements, match payments automatically and surface exceptions for manual review.
Ready to build a DMS on ERPNext?
Book a discovery session — we'll scope a DMS pilot tailored to your dealer network and route operations.