ERPNext for Trading & Distribution

Faster fulfilment. Tighter control. Better margins.

 At ASCEND Informatics, we deploy ERPNext for Trading & Distribution so wholesalers, importers, distributors, and B2B/B2C brands can run sales, purchases, inventory, logistics, and accounting on one integrated platform. From multi-warehouse stock to dynamic pricing and GST, our team configures ERPNext to match your exact operations and growth plans.

 Why Distributors Choose ERPNext

• Single source of truth: Items, pricelists, customers, suppliers, orders, inventory, logistics, finance.
• Real-time inventory: Batches/serials, locations, reservations, and accurate ATP (Available-to-Promise).
• Powerful pricing & promos: Pricelists by customer group, quantity breaks, free-item schemes, bundles, and coupons.
• GST-ready accounting: HSN/SAC, e-invoice/e-way integrations via partners, landed costs, and multi-company books.
• Open & extensible: API integrations with marketplaces, e-commerce, TMS/3PL, and BI.
• Lower TCO: Open-source core, flexible hosting (cloud/on-prem), and rapid rollout.

 Core Distribution Features We Implement

 1) Product & Pricing Management

• Item master with attributes/variants, barcodes, and multi-UoM.
• Customer-group and territory-based pricelists.
• Promotions & schemes: buy-X-get-Y, quantity breaks, bundle pricing, coupon codes.
• Alternate items and substitution rules to protect fill rates.

 2) Sales: Quote → Cash

• CRM with leads, opportunities, and quotations.
• Sales Orders with credit limit checks, reservations, and partial shipments.
• Delivery Notes, returns, and RMA.
• Customer Portal for orders, invoices, and statements.

 3) Purchase: Source → Stock

• Purchase Requests, RFQs, Supplier Quotations, and Purchase Orders.
• Landed Cost Vouchers (freight, customs, insurance) for true valuation.
• Vendor scorecards and rate contracts.

 4) Inventory & Warehousing

• Multi-warehouse, rack/bin locations, and virtual warehouses for consignment.
• Batch & serial tracking with expiry and FEFO picking.
• Put-away and cycle count routines; dead-stock and ageing alerts.
• Stock reservations, re-order levels, and min-max planning.

 5) Order Fulfilment & Logistics

• Wave picking, pick-lists, and packing slips.
• Shipping rules by carrier, weight, zone, or service level.
• AWB capture, label printing, and 3PL/TMS integrations.
• OTIF (On-Time-In-Full) and fill-rate monitoring.

 6) Finance & GST

• Sales/Purchase invoices, credit/debit notes, and GST.
• Cost-of-goods accuracy with FIFO/Moving Average and valuation corrections.
• Multi-currency, multi-company consolidation.

 7) Quality & Claims

• Inbound QC with acceptance sampling.
• Claims & returns workflow with root-cause, vendor debit notes, and customer credit notes.

 8) Omnichannel & Marketplace Integrations

• Shopify/WooCommerce for D2C; Amazon/Flipkart/Myntra connectors via apps.
• WhatsApp/SMS alerts for order status and collections.
• Power BI/Tableau exports for sales & inventory analytics.

 Industry Fit

• Wholesalers & Super-stockists (FMCG, pharma distribution policies adaptable).
• Importers & Traders (duty, freight, and currency handling).
• Industrial distributors (spares, MRO with serials/warranties).
• Lifestyle & Electronics (variants, serials, returns).

 What You Get with ASCEND Informatics

Rapid, ROI-First Rollout

Launch your priority flows (sales, purchase, stock, and GST) in 6–10 weeks, then iterate.

 Data Discipline & SOPs

Item codification, location mapping, and standard operating procedures so the system stays clean post-go-live.

 Shop-floor to Boardroom Dashboards

Role-based KPIs for sales heads, warehouse managers, finance, and founders.

 Proven Support Model

Hypercare, SLA-backed support, and a roadmap for Phase-2 (marketplaces, 3PL, BI).

 Callout: Ask about our Warehouse Kiosk Pack (label templates, pick/pack screens) and Collections Dashboard for AR follow-ups.

 Typical Implementation Plan

1. Discovery & Blueprint (Week 1–2)

Processes, policies (pricing, returns), GST, and KPIs; sign off FSD.

2. Foundation Setup (Week 3–4)

Masters: items, barcodes, warehouses, ledgers, pricelists.

3. Sales & Purchase Flows (Week 5–6)

Quotations, SO/PO, invoicing, landed costs, and shipment.

4. Warehouse & Logistics (Week 7)

Put-away, pick-pack-ship, labels, and carrier rules.

5. Training & Go-Live (Week 8)

Role-based training, UAT, data migration, and hypercare.

 Dashboards & Reports We Deliver

• Sales: Fill rate, OTIF, territory sales, customer profitability.
• Inventory: Ageing, dead stock, turns, cycle count compliance, stockouts.
• Finance: Margin by item/customer, collection ageing, deductions.
• Operations: Pick productivity, order backlog, dispatch TAT.

 Results You Can Expect (Typical)

• 10–20% lower inventory via disciplined min-max and replenishment.
• 15–30% faster order processing using pick/pack workflows.
• Improved gross margin through accurate landed costs and pricing controls.
• 40–60% less manual reporting with automated dashboards.

(Outcomes depend on data quality, process adoption, and execution discipline.)

 

Integrations We Commonly Implement

• E-commerce: Shopify, WooCommerce (apps & custom connectors).
• Marketplaces: Amazon, Flipkart, Myntra (via apps).
• Logistics: Shiprocket, NimbusPost, Delhivery, Blue Dart.
• Accounting/BI: Tally exports, Power BI/Tableau.

 Engagement Models

• Fixed-scope implementation for standard wholesale/distribution.
• Phased rollout for multi-company, multi-country setups.
• Managed support with SLA and enhancement hours.

 Frequently Asked Questions (FAQ)

Q1. Can ERPNext handle batches, serials, and expiry?

Yes. We configure batch/serial tracking with FEFO and alerting for near-expiry stock.

 Q2. Can we set different prices for different customers?

Yes. Use pricelists by customer group, territory, or channel with slabs and promotions.

 Q3. Do you support drop-shipping and consignment?

Yes. ERPNext supports drop-ship workflows and virtual warehouses for consigned stock.

 Q4. Can we integrate with couriers and 3PLs?

Yes. We connect via APIs for labels, tracking, and status updates.

 Q5. Is ERPNext GST-compliant?

Yes. ERPNext supports GST invoicing and reporting. We also enable e-invoice and e-way bill via partner connectors.

 Talk to a Distribution Consultant

Ready to speed up fulfilment and protect margins? Request a discovery session.

 Phone/WhatsApp: +91 8123000373

Email: sales@ascendinformatics.in

Address: Thiruvananthapuram, Kerala, India

 Book a Free Discovery Call