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Setup Check

ERP for wholesale and retail

Purchasing, stock and margins under control.

When purchasing, the warehouse and sales use the same numbers, double entry and costly stockouts disappear. And you see early which items and customers actually carry margin.

What it hangs on today:

  • 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.

Six areas on one data basis, instead of six lists.

01

Purchasing and suppliers

Purchase suggestions, terms, goods receipt.

02

Stock and warehouses

Real-time stock, reorder points, several warehouses.

03

Pricing and terms

Price lists, tiers, customer and volume discounts.

04

Sales and shipping

Order, picking, delivery note, invoice.

What to clarify before the rollout.

  1. How many warehouses and locations are there?

    Transfers and warehouse-level stock are supported, but they need a decision.

  2. How complex are the terms?

    Price lists and tiers drive the configuration effort.

  3. Do you also sell over the counter?

    The POS module posts against the same stock as purchasing and online.

  4. Which channels run in parallel?

    Pure online trade belongs under e-commerce; the rest belongs here.

Geschichtete Glasform: Bereiche, die Schritt für Schritt auf ein System laufen
Fig. 01 One stock level that purchasing, the warehouse and sales all see at once

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.

If the warehouse is the bottleneck we connect a WMS rather than rebuilding one in ERPNext. More under 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.

The Setup Check shows whether ERPNext brings purchasing, stock and sales together cleanly in your case.

Request a Setup Check