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- Distributor & Dealer Portal with Secondary Sales
示意预览A self-service ERPNext portal where distributors and dealers place orders,
report secondary sales, claim schemes and see their own credit and ledger — built, installed and supported by
ECOSIRE as a proper Frappe app on your ERPNext v15/v16 instance.
什么是 Distributor & Dealer Portal with Secondary Sales?
A self-service ERPNext portal where distributors and dealers place orders, report secondary sales, claim schemes and see their own credit and ledger — built, installed and supported by ECOSIRE as a proper Frappe app on your ERPNext v15/v16 instance. Built to order by ECOSIRE for ERPNext v15, v16 — indicative price from $999.00 USD; request a quote for a scoped proposal.
核心功能
按需定制,全程代劳
无需自行搭建——由 ECOSIRE 构建、安装并提供支持的可用应用。
- 1
您下单
以一次性构建价格开始。我们在启动时与您共同确定范围。
- 2
我们构建与安装
ECOSIRE 在您的 ERPNext 上构建、配置并安装。
- 3
上线 + 支持
约一个工作周内上线,并包含两周上线支持。我们交付的代码中的缺陷免费修复。
技术规格
- ERPNext 兼容性
- —
- 许可证
- 许可证需要确认
- Python 要求
- Python 3.10+
- 数据库
- MariaDB 10.6+
关于此产品
If your brand sells through a distributor and dealer network, ERPNext core gives you Customers, Sales Orders and a Customer Portal — but nothing that models the primary-to-secondary sales flow your field teams actually run. Distributors email or WhatsApp their orders, secondary sales (distributor-to-retailer sell-out) live in spreadsheets that arrive weeks late, trade schemes are reconciled by hand, and every dealer call to your back office is another "what's my credit limit and outstanding?" query. ERPNext's stock Customer Portal exposes invoices and a generic order form, but it has no concept of dealer-specific price lists, scheme eligibility, secondary-sales returns or a claim-approval workflow. That gap is where margin leaks and where field visibility dies.
ECOSIRE builds a dedicated Distributor & Dealer Portal as a proper Frappe app installed on your own ERPNext v15/v16 site — not a bolt-on spreadsheet and not a hosted third-party tool. The portal is driven by real DocTypes: a Distributor Order (with the dealer's contract price list resolved server-side so nobody can order off-tariff), a Secondary Sales Entry for sell-out capture down to retailer and SKU, a Trade Scheme master with eligibility rules, and a Scheme Claim with a controlled Draft to Submitted to Approved to Settled workflow. Web pages built on Frappe's portal framework (www/ pages plus web-form DocTypes) give each distributor a login scoped by Role Profile and User Permissions, so a dealer only ever sees their own orders, ledger and claims. The dealer-facing catalog and price list are rendered per-account, and credit-limit plus outstanding balance are read live from the customer's GL — no stale numbers.
Under the hood the business logic lives where ERPNext expects it. hooks.py doc events (validate, on_submit, on_cancel) enforce credit blocks, scheme eligibility and secondary-sales-versus-primary reconciliation; server scripts and whitelisted methods (@frappe.whitelist()) back the portal's AJAX calls and the mobile field-app endpoints via the Frappe REST API; client scripts drive live price and scheme feedback as the dealer builds an order. Scheduler events run nightly to age claims, recompute scheme accruals and flag distributors breaching credit terms. Approved Distributor Order documents map cleanly onto standard ERPNext Sales Orders so your existing accounting, inventory and dispatch flows are untouched — the portal sits on top of ERPNext, it does not fork it. Dashboards and report views turn the captured secondary sales into primary-versus-secondary coverage, scheme cost and dealer-performance reporting you could never get from email.
Because this is build-to-order, we tailor the DocTypes, price-list logic, scheme formulas and approval hierarchy to how your channel actually operates before we write a line of production code. A scoping call and a short requirements pass produce a fixed scope; we then build on a staging copy of your ERPNext, run UAT with your channel and finance teams, and deploy with a rollback plan. Typical delivery is one working week from confirmed scope depending on the number of scheme types and integrations. You receive the full source app and git repository, so the portal is yours to keep, extend and self-host — with an agreed post-go-live support window from ECOSIRE.
你得到什么
- Installable source code of your build as a versioned Frappe app, compatible with ERPNext v15/v16
- Installation and configuration on your ERPNext instance (site setup, Role Profiles, price lists, scheme masters, permissions)
- Technical documentation: DocType schema, hooks and server-script logic, whitelisted API endpoints and scheduler events
- End-user guide plus a live training session for your channel-ops, sales and finance teams
- UAT on a staging copy of your ERPNext with a signed-off test plan and a documented rollback plan
- Post-go-live support window (agreed in scoping) covering fixes and configuration questions
- Git repository handover so the portal source is fully yours to keep, self-host and extend
- Data-migration or seed assistance for existing distributors, price lists and opening balances where required
这是给谁的
Head of Channel Sales / National Sales Manager
Runs a distributor and dealer network and needs primary-versus-secondary visibility, scheme control and faster order turnaround without adding back-office headcount. Buys the portal to see sell-out data in near real time instead of month-old spreadsheets.
Trade Marketing / Scheme Manager
Designs and reconciles trade schemes and promotions. Needs system-derived claim amounts, an auditable Draft-to-Settled approval trail and scheme-cost reporting so promo spend stops leaking through manual claim errors.
ERPNext / IT Lead
Owns the ERPNext v15/v16 instance and wants channel logic delivered as a clean, documented Frappe app — proper DocTypes, hooks and whitelisted APIs, git repo in hand — rather than a fragile external tool or unmaintainable customizations.
Finance / Credit Controller
Manages distributor credit limits and collections. Needs live credit and ledger visibility exposed to dealers, automatic credit blocks on over-limit orders, and per-distributor statements that reconcile to the ERPNext GL.
Distributor & Dealer Portal with Secondary Sales 如何比较
| 标准 | 伊科西尔 | 定制建造 | 竞争对手 | ERPNext 原生 |
|---|---|---|---|---|
| Distributor self-service ordering | Dedicated portal with per-dealer price list enforced server-side | Buildable but you own all design decisions and effort | Generic order form, rarely dealer-price aware | Basic Customer Portal, no dealer-specific pricing |
| Secondary-sales capture | `Secondary Sales Entry` DocType to retailer/SKU/batch level | Fully custom DocType and logic, long build | Usually absent or a flat CSV import | Not modeled at all in core |
| Scheme & claim management | `Trade Scheme` + `Scheme Claim` with Draft-to-Settled workflow | Bespoke build; approval logic from scratch | Limited or manual, rarely auditable | No scheme or claim concept |
| Credit-limit & ledger visibility | Live GL read plus `on_submit` credit block for dealers | Must wire GL reads and blocks yourself | Often static or missing | Credit limit exists internally, not exposed to dealers |
| ERPNext integration | Native DocTypes, `hooks.py` events, orders map to Sales Orders | Depends entirely on developer discipline | Often an external tool synced loosely | Is the core, but lacks channel features |
| Source code & ownership | Full Frappe app source + git repo handed over | You own it, but you also built and must maintain it | Closed source, licensed, vendor lock-in | Open source core, no channel functionality |
| Delivery model | Build-to-order, one working week from confirmed scope, UAT + rollback | Months of in-house spec, build and QA | Instant install but generic and inflexible | Already installed, but the feature simply does not exist |
| Support after go-live | Agreed support window + optional retainer from ECOSIRE | Your team only, unless you hire out | Tiered vendor support, extra cost | Community forums only |
关于Distributor & Dealer Portal with Secondary Sales的常见问题
How long does delivery take?
This is a build-to-order product, so we build it around your channel model rather than shipping a fixed download. Typical delivery is one working week from confirmed scope — the exact timeline depends on how many scheme types, price-list rules and integrations (for example a field mobile app) are in scope. We lock the timeline in writing after the scoping call and requirements pass.
Is this an existing app I can download and install today?
No. It is not a ready-made Frappe Cloud Marketplace download. ECOSIRE builds it as a dedicated Frappe app tailored to your distributor network, then installs and configures it on your ERPNext instance. You receive the full source and git repository at handover so you own and can self-host it afterward.
How do updates and support work after go-live?
Every engagement includes a post-go-live support window (agreed during scoping) covering bug fixes and configuration questions. Because you receive the source app and git repo, your own team can also maintain and extend it. We offer ongoing support and enhancement retainers, and we test compatibility as you upgrade across ERPNext v15/v16 releases.
Will it interfere with our existing ERPNext accounting and inventory?
No. The portal sits on top of ERPNext, it does not fork it. Approved distributor orders are mapped to standard ERPNext Sales Orders, and credit and ledger figures are read live from your existing GL, so your accounting, stock and dispatch flows stay native and unchanged. Channel logic lives in dedicated DocTypes and `hooks.py` doc events.
Which ERPNext versions are supported?
We build and test against ERPNext and Frappe v15 and v16. During scoping we confirm your exact version, apps and hosting (Frappe Cloud, self-hosted or on-prem) and target the build to match, so the app installs cleanly via bench on your site.
Can distributors capture secondary sales from the field?
Yes. Secondary sales are captured through a `Secondary Sales Entry` DocType, either directly in the portal or via whitelisted REST API endpoints that a field mobile app can call. We can scope a lightweight mobile capture flow, including retailer, SKU and batch-level sell-out and returns, as part of the build.
How is each distributor prevented from seeing other dealers' data?
Access is enforced with ERPNext Role Profiles and User Permissions, so every distributor login is scoped to only its own orders, ledger, claims and secondary sales. Price lists and catalogs are resolved per-account server-side, and portal pages honor the same permission rules — a dealer can never query another dealer's records through the UI or the API.
相关模块
Distributor & Dealer Portal with Secondary Sales
A self-service ERPNext portal where distributors and dealers place orders, report secondary sales, claim schemes and see their own credit and ledger — built, installed and supported by ECOSIRE as a proper Frappe app on your ERPNext v15/v16 instance.
- `Distributor Order` DocType with the dealer's contract price list resolved server-side in a `validate` hook, so orders can never be placed off-tariff
- Per-dealer catalog and price list rendered on the Frappe portal — each distributor sees only their assigned items, MOQs and negotiated rates
- `Secondary Sales Entry` DocType capturing distributor-to-retailer sell-out down to retailer, SKU, batch and quantity, with return handling
- `Trade Scheme` master plus `Scheme Claim` DocType with a Draft to Submitted to Approved to Settled workflow and approval hierarchy



