Modern DMS on ERPNext
Control dealer pricing, route sales, multi-warehouse stock, and automated settlements. Replace fragmented spreadsheets with a single source of truth.
Integrates with
The Connected Distribution Cycle
We implement an end-to-end flow where data moves instantly from the warehouse to the dealer's shelf.
1. Procurement & Stock
Central purchasing, batch tracking, and transfers to regional warehouses.
2. Route Planning
Assign beat plans, load vehicles, and allocate stock to sales agents.
3. Field Sales
Agents capture orders, collect payments, and print invoices on mobile.
4. Settlement
Day-end reconciliation, cash deposit matching, and dealer commission calculation.
Built for the complexity of channel sales.
We combine ERPNext's core inventory modules with custom DMS workflows to handle the nuances of price lists, credit limits, and returns.
Why upgrade from legacy systems?
- Real-time stock visibility across all depots
- Enforce credit limits automatically at order entry
- Reduce "van sales" shrinkage and theft
Advanced Pricing Engine
Manage complex pricing structures including regional price lists, volume-based discounts, promotional schemes (Buy X Get Y), and customer-specific overrides.
Credit Control & Limits
Stop bad debt before it happens. Set hard/soft credit limits based on outstanding invoices or PDC holdings. Auto-block orders when limits are breached.
Route & Van Sales
Treat delivery vehicles as "Mobile Warehouses." Track stock loaded vs. sold vs. returned. Reconcile cash and inventory at the end of every beat.
Returns & Claims (RMA)
Streamlined workflows for expiry returns, damage claims, and warranty processing. Ensure credit notes are linked to original invoices.
The Exalix DMS Advantage
| Feature | Legacy / Excel | ERPNext DMS |
|---|---|---|
| Stock Updates | End of day / Weekly | Real-time (Mobile Sync) |
| Credit Checks | Manual phone calls | Automated at Order Entry |
| Route Optimization | Static / Driver intuition | Data-driven Beat Plans |
| Reports | Delayed consolidation | Live Dashboards |
How we implement DMS
We don't "rip and replace" overnight. We recommend a 6-8 week pilot program.
[Image of implementation timeline gantt chart]We map your dealer tiers, complicated pricing rules, and warehouse hierarchy.
Go live with one region or one route. Test mobile app adoption and settlement logic.
Expand to all territories. Turn on automated dealer portals and bank integrations.
Common Questions
Everything you need to know about migrating your distribution network to ERPNext.
Can't find your answer? Contact us →Can ERPNext support offline mobile orders?
Yes. For areas with poor connectivity, we deploy a lightweight mobile interface (PWA) that caches products and customer data. Agents can punch orders offline, which sync automatically once connectivity is restored.
How do you handle secondary sales data?
We can set up a "Distributor Portal" where your dealers log in to record their sales to retailers (Secondary Sales). This gives you visibility into the actual consumption at the retail level, not just what you sold to the distributor.
Can we integrate with 3PL providers?
Absolutely. We use ERPNext's API to push delivery orders to 3PL systems (like FedEx, Delhivery, or proprietary TMS) and pull back tracking numbers and Proof of Delivery (POD) status.
Ready to modernize your distribution?
Stop losing margin to inefficiencies. Let's scope a DMS solution that fits your specific channel model.