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Industries - FMCG & Distribution

ERPNext for FMCG:
primary and secondary sales in one system

Run manufacturer supply and distributor sales on the same database. Beat routes, geofenced order taking, slab schemes, van reconciliation and WhatsApp alerts - with no overnight sync between systems.

1
Database, No Sync
GPS
Verified Check-Ins
Slabs
Schemes On Invoice
Meta
WhatsApp Direct
Secondary Distribution

From distributor
to retailer and back

The full secondary cycle runs inside ERPNext, so stock and cash agree at the end of every day.

  1. Distributor setup

    Saving a distributor creates its warehouse and maps the right price list.

  2. Beat & route

    Beats give each rep their outlets by day of the week.

  3. Van loading

    The loading sheet posts a Stock Entry onto the van warehouse.

  4. Orders & settlement

    Geofenced visits, orders with schemes, collections and a day-end variance.

Capabilities

One platform for
the whole channel

Manufacturer supply, distributor stock, field sales and retailer orders - configured for how FMCG actually moves.

Geofenced SFA & beats

Structured beats per rep, with check-in blocked outside the outlet radius set in DMS Settings.

Slab schemes & claims

Quantity or value slabs give discounts and free goods on the order, and distributor claims can raise the credit note.

Van stock & cash

Each van is a warehouse: loaded by Stock Entry, reconciled at day end against cash and UPI collected.

WhatsApp alerts

Order confirmations, receipts, van loaded and unloaded, and a daily summary through your own Meta account.

Batch & expiry

FEFO picking, batch numbers, shelf life and early warning on near-expiry stock.

Secondary sales visibility

See what distributors actually sell to retailers, and plan production on real pull rather than dispatches.

Why It's Different

ERPNext with Exalix DMS
vs a standalone DMS

What mattersERPNext + Exalix DMSTypical standalone DMS
Sync delayReal time - one databaseBatch sync between systems
AccountingOrders, stock and payments post in ERPNextSeparate books to reconcile
WhatsApp alertsDirect Meta Cloud API at Meta's ratesUsually a BSP with per-message markup
Schemes & claimsApplied on the order, claims raise credit notesManual entries and claim spreadsheets
CustomisationOpen Frappe framework you can extendVendor's release roadmap
How We Roll Out

Pilot one region,
then scale the network

We configure in sprints, starting with a pilot region before the whole distributor network moves.

  1. Map the channel

    Distributors, beats, price lists and schemes as they run today.

  2. Configure & pilot

    One region live on beats, van loading, orders and collections.

  3. Scale

    Remaining distributors onboarded, with training for their managers and reps.

Questions

FMCG distribution
FAQs

A standalone DMS syncs to your ERP over an API, which introduces delay and duplicate records. Exalix DMS is a Frappe app on the same database, so distributor orders, stock and accounting are one set of records.
The loading sheet posts a Stock Entry from the distributor warehouse to the van. At day end the unloading sheet compares what was loaded, sold and returned against cash and UPI collected, and shows the variance.
No. Exalix DMS connects to the Meta WhatsApp Cloud API with your own credentials, so you pay Meta's standard conversation rates without a business solution provider's markup.
Schemes match on quantity or value slabs and apply discounts and free goods when the order is validated. Distributors then claim what they passed on to retailers, and the credit note can be raised automatically.
Mapping primary stock, distributor management and field sales usually runs 8 to 12 weeks, delivered in sprints with a pilot region first.
Yes. Distributor ledgers, outstanding balances and inventory batches import from Tally, Excel or CSV, and are reconciled before go-live.
Yes. Delivery is remote across India with on-site work from our Ahmedabad office where a distributor needs hands-on training.
Free Demo

Optimise your
FMCG distribution

Tell us about your distributors, beats and schemes, and we'll show you the flow on a live system.

  • Demo on your own channel structure
  • Primary and secondary in one system
  • Pilot region first

Schedule a free FMCG demo

Tell us how many distributors and beats you run.

Free, no obligation. We never share your details.

Request a demo