Hello ERPNext Community,
I am running an Agro-Input Distribution Business in India, dealing in fertilizers, pesticides, seeds, and other agricultural solutions. My operations include wholesale and retail, and I also manage multiple branches and dealers. Every year, we handle large seasonal demand, so proper system setup is very important for us.
Business Background
Industry: Agriculture inputs (fertilizers, pesticides, seeds)
Business Type: Distribution + Retail + Dealer network
Company Size: Multi-branch, with multiple dealers and growing sales volume
Geography: Odisha, India
ERPNext Setup
ERPNext Version: v15 (Production)
Deployment: Self-hosted on Ubuntu 22.04 (bench in production mode)
Modules Currently in Use: Accounts, Sales, Purchase, Stock, CRM, HR
Customisation Requirement: Yes, business-specific workflows like dealer deposits and branch-wise stock management
Key Requirements / Questions
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Dealer Security Deposits – How to properly configure security deposits from dealers so they appear separately in accounts, remain refundable, and do not mix with advance payments or sales.
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Stock Transfers – Best method to transfer stock between multiple branches/stores while maintaining correct valuation and batch tracking.
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Sales & Purchase Workflows – Agro business often deals with credit sales, dealer schemes, and seasonal purchases. What is the best way to configure these?
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Reports & Customization – Need guidance on creating dealer-wise outstanding reports, product-wise profitability, and branch-level performance tracking.
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Training & Documentation – Looking for proper documentation or training resources (official or community-driven) that can help me learn ERPNext module-by-module for my agro distribution business.
What I Tried Already
Created liability accounts for deposits, but not sure if this is the correct approach.
Tried Stock Entry for branch transfers, but system asked for expense accounts which confused me.
Checked official documentation, but need business-specific guidance.
My Expectation
I am looking for step-by-step guidance or references (documentation / forum posts / videos) on how to properly configure ERPNext for an agro-input business like mine. If any consultant or experienced user has implemented ERPNext in agriculture or distribution domain, your suggestions will be very helpful.
Thanks in advance!
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(Agro Business User – Odisha, India)