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Custom Frappe App • Built for ERPNext v15

Next-Gen
DMS ERP Solution
on ERPNext & Frappe

Replace separate, disjointed distribution platforms. Connect manufacturer operations to retail outlets natively inside our DMS ERP. Automate route beat plans, live van stock entry updates, field collections, and Meta WhatsApp Cloud alerts with zero sync delay.

Real-Time Secondary Sales Data
Direct Meta WhatsApp Cloud API
Van Loading Stock Entry Hooks
Automated Scheme Slab Engine
Live System Overview
Exalix DMS Control Panel
Operational
Secondary Sales Flow (Real-Time) ₹8,45,200 today
Active Beats
14 Routes Live
Reps Geofenced
Van Settlements
92.8% Matched
No stock variance
System Log feed Autorefreshing
16:18 Stock Entry STE-0498 submitted (Distributor -> Van WH-04)
16:15 GPS Check-in validated: Sales Rep Rajesh @ Shop #22
16:02 Scheme discount applied: 5% + free items on Order #942
Meta WhatsApp Cloud
Direct Notification Sent
Dynamic Process Workflow

The Connected Secondary Distribution Cycle

See how data flows dynamically between physical warehouses, routes, field agents, and the core ERPNext accounting ledger. Click a step to simulate the workflow.

Step 1 Details

Primary Distributor Warehouse Integration

Automating distributor onboarding is critical. As soon as a Customer is saved in ERPNext under a defined Distributor Channel, a custom Frappe document event hook intercepts the transaction. It automatically provisions a dedicated distributor-specific warehouse, mapping the price list and credit relationship structure instantly.

Core System Automation Logic Instant execution
Trigger Event: Customer Profile saved under "Distributor" channel.
System Action: Provisions dedicated inventory ledger & configures distributor pricebook.
Manufacturer WH
Central Plant Warehouse
Distributor WH
Auto-Created: Dist-WH-01
Deep Dive

Visualizing Key DMS System Modules

Exalix DMS offers deep operational workflows designed to streamline distributions. Select a module below to inspect the interfaces.

Van Loading & Stock Control

Mobile Warehouses & Vehicle Reconciliation

Every delivery van represents a mobile warehouse in ERPNext. The DMS coordinates daily loading sheets, mapping quantities allocated onto vehicles. When submitted, the system auto-posts Stock Entries (Distributor Warehouse → Van Warehouse) without manual interference. At the end of the route, returned items are audited, showing clear sales totals vs. returned quantities.

  • Auto-creates Van Warehouse on Vehicle validate
  • Audits loading variance vs. physical loadout
  • Restores unsold stocks automatically to main storage
DMS Van Loading Sheet
Submitted
Van assignment: MH-04-EL-4982
Route Assigned: Route Ahmedabad North
Sales Rep: Amit (Inventory)
Driver ID: DRV-0098
Loaded Items Table
Item Code Loaded Qty Sold Qty Unloaded
ITM-REF-098 100 80 20
ITM-REF-104 250 240 10
Auto stock movement posted in ERPNext: Stock Entry (STE-10029) completed. 350 items moved to Van WH.
Promotion Engine Simulator

Test the Slab-Based Pricing Schemes

Exalix DMS includes an advanced Scheme Pricing Engine that hooks into Sales Order and Invoice validation (promotion_engine.py). Distributors frequently issue volumetric discounts and free bonus items to outlets.

Adjust the order quantity slider on the right to see the scheme engine resolve prices, calculate free stock item offsets, and compute rebate margins in real-time.

Configured Slab Rules (DMS Scheme)
Slab A (100 - 249 Qty): 5% Discount + 2 Free units of Item B
Slab B (250 - 499 Qty): 10% Discount + 10 Free units of Item B
Slab C (500+ Qty): 15% Discount + 25 Free units + Manager Alert

Interactive Pricing Calculator Live Test

120 Units
10 (Min) 100 (Slab A) 250 (Slab B) 500 (Slab C) 600 (Max)
Subtotal (Standard Price)
₹12,000
Resolved Scheme Level
Slab A Applied
Scheme Cash Discount %
5% Saved
Free Bonus (Item B)
+ 2 Units Free
Net Invoice Total
Excluding GST
₹11,400
Resolution: Sales Order.validate Auto-applied to invoices
E
Exalix DMS Updates
Official Notification Hub
Messages are fully encrypted. Bypassing third-party BSP tools.
Order Confirmed
Dear Retailer, your order has been received and approved by the distributor.

Order ID: ORD-09482
Retailer: Royal General Stores
Total: ₹15,400.00
16:18
Meta WhatsApp Integration

Zero Platform Markup Cloud API

Exalix DMS integrates directly with the Meta WhatsApp Cloud API. While Meta charges standard conversation-based messaging rates, our custom integration eliminates third-party platform markups and middleman fees (such as per-message surcharges charged by BSP partners).

Below, select the WhatsApp notification templates to preview the actual transaction text sent to retailers and managers:

Technical Index

The DMS Custom DocType Directory (25)

Exalix DMS consists of 25 custom Frappe DocTypes running natively on top of ERPNext. Type in the search box to filter the custom catalog.

🏢 Master Config 9 DocTypes

DMS Settings Central configuration managing Warehouse hierarchies, promotions, SFA geofencing, and WhatsApp Cloud credentials.
DMS Channel Type Defines channels (Distributor, Retailer) with custom warehouse rules.
DMS Channel Relationship Maps direct links between specific Distributors and their Retailers.
DMS Beat Beat plans linked to specific sales representatives. Contains DMS Beat Customers.
DMS Route Geographic routes mapped in territories.

🚚 Van Logistics 4 DocTypes

DMS Van Assignment Links vehicle driver and assigned sales rep to a van for the daily shift.
DMS Van Loading Sheet Triggers auto Stock Entry (Distributor Main Warehouse → Van Warehouse).
DMS Van Unloading Sheet Determines sales variance at end of trip. Restores remaining van stock back to central.

📋 Field Force (SFA) 8 DocTypes

DMS Sales Visit Captures GPS coordinates and duration of each outlet meeting. Validates check-in radius.
DMS Order Booking Captures orders from retailer in the field. Auto-generates ERPNext Sales Order on approval.
DMS Field Collection Reconciles cash, checks, and UPI collections in real-time. Creates ERPNext Payment Entries.
DMS Survey Template Creates customized market questionnaires and saves answers in the database.

🔄 Claims & Returns 4 DocTypes

DMS Return Claim Records return inventory (expired, damaged) from retailers. Integrates with ERPNext Credit Notes.
DMS Distributor Scheme Claim Calculates and tracks distributor credit claims for scheme discounts applied on behalf of the manufacturer.
Why We Are Different

Comparing Legacy Architecture vs. ERPNext DMS

Feature Capability Third-Party Standalone DMS Exalix NATIVE ERPNext DMS
Database Sync Requires daily API sync or batch uploads. High error rate. 0ms Sync. Native tables in the same MariaDB cluster.
Inventory Transfers Double-entry bookkeeping. Hand-typed stock movements. Automatic Stock Entry trigger hooks on sheet submission.
WhatsApp Alert Billing Billed through third-party BSP markup fee per template text. Direct Meta Cloud API Integration. Billed at raw Meta rates.
Scheme Settlement Manual verification of distributor discount logs at month-end. Native Distributor Scheme Claims with automatic slab validation.
Troubleshooting

DMS Operations FAQ

Everything you need to know about the technical parameters, deployment schedules, and performance overheads of Exalix DMS.

Need Custom Workflows? Ask our team →
Does this app consume separate ERPNext user licenses?

No. Exalix DMS includes customized REST endpoints (api/trade.py) and portals. This allows field sales representatives to check-in, book orders, and log surveys via a lightweight web portal or mobile app without consuming regular ERPNext User Desk licenses.

Can we customize the GPS Check-In geofencing radius?

Yes. The geofencing radius validation is configurable in the DMS Settings control page. You can set the allowed proximity threshold (e.g. 50 meters, 100 meters) from the outlet's recorded GPS coordinates. Checks are validated during the DMS Sales Visit submit event.

How is primary vs. secondary sales accounting handled?

Primary sales (manufacturer to distributor) are handled through standard Sales Invoices in ERPNext. Secondary sales (distributor to retailer) are logged via the custom DMS Order Booking & Field Collection. On submission, the DMS auto-creates a parallel ERPNext Sales Invoice and Payment Entry referencing the distributor's sub-ledger warehouse, avoiding cross-ledger contamination.

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Ready to Optimize Your Channel Distribution?

Stop leaking margins to paper loading sheets, mismatched outstanding claims, and manual invoices. Implement a high-performance DMS built directly inside ERPNext.