Tighten credit and stock without a 6-month project.
Distributors live on working capital. The changes they need protect it: who can buy on credit, where leads go, and which stock is sitting still.
- Block sales orders above a customer's credit limit
- Bring IndiaMART leads into CRM every hour
- Show stock ageing per warehouse
Credit limit on sales orders.
Submission stops when outstanding plus the new order is above the customer's credit limit. A sales manager can release it with a reason.
What distributors need checked.
- E-way bills on every dispatch above the state threshold
- E-invoices within the IRN window for high-turnover businesses
- TCS on sales where it applies
- GSTR-2B reconciliation against supplier invoices
Questions from distributors.
Still have a question? Book a working session and ask us directly.
How do I block sales orders above a customer's credit limit in ERPNext?
ERPNext stores a credit limit per customer. With rung1 you ask for the rule in a sentence, and it adds a validation that holds any sales order where outstanding plus the new order exceeds the limit, with a Sales Manager release and a recorded reason. You review the diff before it goes live.
Can ERPNext bring IndiaMART leads into the CRM?
Yes. rung1 can set up a scheduled import that brings new IndiaMART leads into the ERPNext CRM every hour, as a governed change you approve. It passes the same permission checks as any other change.
How do I see stock ageing by warehouse in ERPNext?
Ask rung1 for a stock ageing report by warehouse. It builds the report in a sandbox, restricts it to the right roles, and publishes it after you approve, so slow stock is visible in each location.