ERP for wholesale and retail
ERPNext for Wholesale and Retail: Connect purchasing, stock and sales.
Purchasing, warehouses and sales need consistent posted records. We assess stock movements, pricing rules, partial quantities and reporting of revenue and costs.
Where the workflow breaks down:
- Stock levels do not matchOverstock here, shortages there.
- Reordering by gut feelingInstead of real demand and cover.
- Terms live in people's headsPrices and tiers spread across lists.
- Margins arrive too lateVisible at month end, or not at all.
What ERPNext can do for wholesale and retail.
Four areas on one shared data set.
Purchasing and suppliers
Purchase suggestions, terms, goods receipt.
Stock and warehouses
Real-time stock, reorder points, several warehouses.
Pricing and terms
Price lists, tiers, customer and volume discounts.
Sales and shipping
Order, picking, delivery note, invoice.
One stock level that purchasing, the warehouse and sales all see at once
We agree which data and handovers to connect for your business.
Illustrative structure, not a product screenshot. Configuration, integrations and scope are assessed in the project.
What to clarify before the rollout.
- How many warehouses and locations are there?
Establish physical locations, stock transfers and the leading stock source. Test a sample order with partial availability rather than looking only at an item’s total stock.
- How complex are the terms?
Bring a typical customer price list and an exception: a quantity tier, customer-specific price or discount. Each rule needs a defined trigger and an owner.
- Do you also sell over the counter?
The POS module posts against the same stock as purchasing and online.
- Which channels run in parallel?
Pure online trade belongs under e-commerce; the rest belongs here.
When ERPNext holds in wholesale and retail. And when it does not.
Holds
- Purchasing, warehouse and sales should run on the same numbers.
- Several warehouses or channels need to be brought together.
- Margins per item and customer need to become visible.
Does not hold
- The warehouse itself is the bottleneck, with high pick volumes.
- It is purely online trade with no purchasing.
- A single point-of-sale solution is entirely sufficient.
An additional WMS may be appropriate. Requirements, data access and integration feasibility need assessment first. See Inventory & warehouse.
Frequently asked questions about wholesale and retail.
Does ERPNext support multiple warehouses?
Yes, including transfers and warehouse-level stock.
Can customer prices and tiers be modelled?
Yes, via price lists and pricing rules.
Is there a point-of-sale function?
Yes. ERPNext ships a POS module that works against the same stock and the same items as purchasing and online.
Do we see margins per item and customer?
Yes, based on the end-to-end data.
How does this page differ from e-commerce and inventory?
This covers the whole trading case, wholesale and offline included. Pure online trade is under e-commerce, the warehouse function alone under Inventory & warehouse.
When nobody can say for certain which stock figure is right, it costs margin.
In a free conversation, we discuss your starting point, the changes you need and whether ERPNext is a suitable fit. We can then show you a demo on request. Implementation scope and effort are assessed separately.
Request a free conversation