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Smart GateYour wholesale ordering gateway

Stores order. ERPNext delivers.

Your customers' order gateway, straight into ERPNext

Smart Gate is a mobile app where stores order wholesale stock: they see their own price tier and the stock in warehouses serving their area, pick a piece, pack or carton, and book a delivery slot in minutes. Every order lands in ERPNext as a submitted Sales Invoice that deducts stock immediately, while your team runs prices, offers, alerts and orders from one workspace. No separate database, no sync.

Runs onAndroidiOSWeb (ERPNext desk)
Order desk in ERPNext
Home
Search & barcode scan Scheduled discount campaigns Tracking to delivery
  • Android + iOSOne app in Arabic and English
  • 38APIs, each with pre-checks
  • 3Price and stock checkpoints up to confirmation
  • 11Settings that change the app instantly, no new release
Before & after

A distributor's day, before and after Smart Gate

Same team, same warehouses, same customers. The difference: orders arrive ready and validated instead of being re-typed.

By phone and WhatsApp
  • Taking orders

    Orders arrive as calls and photographed lists, then get keyed in by hand.

  • Prices and units

    Reps memorise each tier's prices while stores ask what a carton costs versus a piece.

  • Offers

    A discount is announced by message, prices are edited by hand and never reset.

  • Delivery follow-up

    Stores call to ask about their order and nobody knows which truck has it.

vs
With Smart Gate
  • Taking orders

    Stores order themselves and each order lands as a submitted Sales Invoice in ERPNext.

  • Prices and units

    Each store automatically sees its store type's price list, with a price and stock per unit.

  • Offers

    A discount campaign starts and ends on schedule and the original price comes back by itself.

  • Delivery follow-up

    Status and vehicle are updated in the system and show up in the store's "My orders" right away.

Product video

Meet Smart Gate

A quick motion tour of what the product does.

Feature tour

See Smart Gate in action

From the store's screen to the order desk in ERPNext: everything the customer sees is run from your system.

01Browse

Your whole catalog in their pocket

The home screen is built from ERPNext itself: banners from Offer, brands from Brand and categories with images from Item Group. Each store sees only its tier's prices and its area's stock.

  • Search by item name or code
  • Scan a barcode to jump to the product
  • Banners open a category, brand or item
  • Main categories with sub-categories
Your whole catalog in their pocketScan a barcodeOffer bannersCart total, always visible
02Offers

Exclusive offers, clear prices

Every discounted item shows its new price with the old one struck through and goes into the cart in the chosen unit with one tap. Sold out? "Notify me" sends an automatic alert when stock arrives.

  • Search offers and filter by category
  • Discount badge on every item
  • Add to cart in the selected unit
  • "Available now" on any stock receipt
Exclusive offers, clear pricesDiscount badgePick the unitNotify me when back
03Cart

A cart that blocks bad orders

The cart lives on the server, and price, available quantity and unit maximum are recalculated every time. The bottom bar shows how much is left to reach the area's minimum order.

  • Checks on add, on open and on confirm
  • A clear message when stock runs short
  • Minimum order value per area
  • Same cart on any phone, same account
A cart that blocks bad ordersDiscount badgeStock warningLeft to the minimum
04Tracking

"Where's my order?" answered

Each order carries its invoice number, delivery date and status. Operations update the status in ERPNext and the store sees it instantly, then rates the order and downloads the invoice.

  • Four stages to delivery
  • Cancelling returns stock
  • Invoice PDF in an approved format
  • 1–5 rating after delivery
"Where's my order?" answeredOrder stagesCancel orderRate after delivery
05Order desk

App orders arrive as invoices, ready to pick

Each order is a submitted Sales Invoice flagged App Invoice, handled from the invoice list itself and sorted by delivery date. The team sets status and vehicle, and the store sees the update at once.

  • App Invoice = Yes filter
  • Sorted by delivery date and slot
  • Order status and vehicle on the invoice
  • Store note and rating on the same document
App orders arrive as invoices, ready to pickApp orders filterOrder statusStatus and vehicle
06Campaigns

Discounts that start and stop on their own

Pick a price list, dates and scope (item, brand or category), then check valuation rate against the new price before submitting. The campaign starts automatically and the saved price returns when it ends.

  • Percentage or fixed-amount discounts
  • Below-cost lines highlighted
  • Lifecycle: Pending → Started → Finished
  • Banner and alert for the same dates
Discounts that start and stop on their ownBelow-cost lineCampaign lifecyclePrice in the app
Your whole catalog in their pocketScan a barcodeOffer bannersCart total, always visible
Exclusive offers, clear pricesDiscount badgePick the unitNotify me when back
A cart that blocks bad ordersDiscount badgeStock warningLeft to the minimum
"Where's my order?" answeredOrder stagesCancel orderRate after delivery
App orders arrive as invoices, ready to pickApp orders filterOrder statusStatus and vehicle
Discounts that start and stop on their ownBelow-cost lineCampaign lifecyclePrice in the app
Every feature

Everything a wholesale order needs, from catalog to doorstep

A store app plus an app installed inside ERPNext, on one database: items, prices, stock and invoices are your system's own data.

Self-service store sign-up

Store owners register with their mobile number, coverage area, store type and map location, creating a linked User and Customer in ERPNext.

  • A mobile number can't register twice
  • Instant activation or review first, per your setting
  • Password reset with a verification code
  • "Remember me" keeps the device signed in

Prices by store tier

Each store type has its own price list and customer group, so a supermarket sees one price and a grocery another, automatically. Stores only see what applies to them.

  • Store type sets the price list
  • A separate price per unit in every list
  • Items without a price in the tier's list never show a wrong price
  • Bulk price updates with a temporary app pause

Piece, pack or carton

Every item can sell in several units, each with its own price, available quantity and per-order maximum.

  • Conversion factors from the Item form itself
  • Available qty = stock ÷ pieces per unit
  • A per-unit maximum stops one store taking it all
  • Optional variants (size, flavour) inside one item

Only the store's area stock

Each store belongs to a coverage area matching a branch or delivery route, and availability comes only from the warehouses serving it.

  • Warehouse limitation per coverage area
  • Minimum cart value per area
  • Shipping charges from a shipping rule
  • Hide out-of-stock items or tag them "Out of stock"

Fast browsing and search

The home screen is driven from ERPNext: offer banners, brands and categories with images. Stores find items by name, code or barcode scan.

  • Main and sub-categories from Item Group
  • Brands from Brand
  • Scan a product barcode to search
  • Favorites for quick repeat orders

A cart that checks itself

The cart lives on the server, not the phone. Price, available quantity and unit maximum are re-checked on add, on opening the cart and on confirmation.

  • Start on one phone, finish on another
  • A clear message when quantity exceeds stock
  • A bar showing what's left to the minimum
  • Discount badge and struck-through old price

Every order is an ERPNext invoice

On confirmation the order is recorded as a submitted Sales Invoice flagged App Invoice. It deducts stock, empties the cart and its number is the order number stores see.

  • Delivery date and company-defined time slots
  • Pick a delivery address or add a new one
  • Payment methods your company enables
  • Delivery notes saved on the invoice

Tracking to delivery

Four stages your operations team sets on the invoice: Received, Preparing, On the way, Delivered, together with the vehicle carrying the order.

  • Current and past orders by invoice number
  • Cancelling voids the invoice and returns stock
  • Invoice PDF in your approved print format
  • A 1–5 rating after delivery

Scheduled discount campaigns

Discount an item, a brand or a whole category for a chosen price list. Campaigns start and end automatically and the saved price is restored.

  • Percentage or fixed-amount discounts
  • Valuation rate vs. new price before submitting
  • Approval by the accounts or system manager
  • Early stop with the Finish Offer button

Home-screen offer banners

A promo banner that opens a category, brand or item and shows only during the offer period, completing the campaign and the notification.

  • Title and image in one wide format
  • Links to a category, brand or item
  • Start and end dates for display
  • Full offer: price + banner + alert, same dates

Alerts and back-in-stock

Send notifications from ERPNext to all stores, one store type or a single store, plus an automatic "Available now" alert when a requested item is restocked.

  • Sent on submit via Firebase
  • Delivery status: Sent or Failed
  • Back-in-stock requests list unmet demand
  • Alerts kept in the app even if the phone was off

Support and complaints in-app

Complaints and suggestions become support tickets linked to the customer, with a support number and WhatsApp a tap away and a clear message for every situation.

  • Complaints create an Issue in ERPNext
  • Call and WhatsApp on your support number
  • Manage addresses and change password
  • Every app message has a known cause and fix
For every role in your company

Every role in your company has its place

Permissions are ERPNext's own, set in Role Permission Manager to match your structure.

Store owner

Orders in minutes, always knows where it is

  • Only their tier's prices and area's stock
  • Picks their own delivery slot
  • Tracking, invoice PDF and rating
Customer service

Activations, complaints and messages with known fixes

  • Review, activate or freeze new stores
  • Complaints arrive as linked tickets
  • A table mapping every message to its cause and fix
Operations & delivery

Orders sorted by delivery slot

  • App invoice filter
  • Set status and vehicle
  • Cancellations return stock automatically
Sales & pricing

A price list per tier

  • Store types linked to price lists
  • A price per unit in every list
  • Pause the app while prices update
Marketing & accounts

Offers with the cost in view

  • Campaigns and banners for the same dates
  • Alerts to all, a tier or one store
  • Approve campaigns after a cost check
How it works

From sign-up to delivery in six steps

Every step in the app is recorded straight into ERPNext, and every update from your team reaches the store instantly.

  1. 01The store signs up

    Mobile, area, store type and location; a linked User and Customer are created.

  2. 02Support activates it

    Instantly, or after reviewing the details and price list.

  3. 03Browse and fill the cart

    Their tier's prices and their area's stock, in the unit they choose.

  4. 04Confirm the order

    Date, slot, address, payment and notes, after a final price and stock check.

  5. 05An invoice lands in ERPNext

    A submitted Sales Invoice flagged App Invoice that deducts stock.

  6. 06Prepare and deliver

    Preparing, then On the way with a vehicle, then Delivered and rated.

Product screenshots

A tour of the app and the back office

Illustrative screens drawn from the app and the user manual, with demo data.

Home
HomeDelivery address, barcode search, offer banners and categories.
Exclusive offers
Exclusive offersOffer prices with the old price struck through, plus "Notify me".
Product sheet
Product sheetChoose piece, pack or carton with its own price and stock.
Cart
CartStock checks and a minimum-order progress bar.
Checkout
CheckoutDelivery date and slot, address, payment and summary.
My orders
My ordersOrder stages, cancellation, rating and invoice PDF.
Notifications
NotificationsCompany offers and messages, "Available now" alerts and complaints.
Order desk in ERPNext
Order desk in ERPNextApp invoices with status, vehicle and delivery slot.
Discount campaign
Discount campaignA brand-wide discount with cost versus new price.
Smart Gate Setting
Smart Gate SettingSign-up, items, invoice, notifications, coverage areas and delivery times.
Comparison

The difference, step by step

By phone and WhatsAppWith Smart Gate
Order entryRe-typed by handAutomatic ERPNext Sales Invoice
Tier pricingMemorised by repsPrice list per store type
Stock availabilityFound out at pickingChecked on add, cart and confirm
Minimum orderVerbal estimatePer-area minimum with progress bar
OffersManual price edits, forgottenCampaigns that start and end on schedule
Order statusFollow-up callsStages and vehicle in "My orders"
The challenge

Daily wholesale orders drain your team

When orders arrive by phone and WhatsApp, time goes into re-typing, fixing and chasing instead of selling.

Orders scattered across channels

Calls, chats and photos of handwritten lists get re-keyed by sales staff, with wrong items and quantities.

One price doesn't fit every tier

Supermarkets, groceries and pharmacies buy at different prices, and handling that by hand invites errors and disputes.

Ordering out-of-stock items

Orders are accepted, then shortages show up at picking and the team has to call back to change quantities.

Uneconomic small orders

Small orders to far-off areas push up delivery cost with no clear minimum per area.

Offers nobody hears about

A discount goes out by message, the price is never reset afterwards, or it quietly sells below cost.

"Where is my order?"

Stores can't see order status, so support spends the day answering the same question.

Components

Inside Smart Gate

A store app, plus a Smart Gate workspace inside ERPNext for authorised users.

Store app

Android and iOS, Arabic and English: sign-up, browsing, cart, checkout, tracking, alerts and support.

Smart Gate workspace

Shortcuts to customers, users, items, discount campaigns, banners and back-in-stock requests.

Smart Gate Setting

One screen controls the whole app, and changes apply instantly.

Facility types

Each tier gets a customer group, territory and price list.

Coverage areas

Minimum cart value, shipping rule and serving warehouses per area.

Delivery times

Slots stores choose at checkout, printed on the invoice.

Order desk

App invoices filtered by App Invoice, with status, vehicle and rating.

Generate Offer

Discount campaigns with a Pending, Started, Finished lifecycle.

Offer banners

Home-screen promos linked to a category, brand or item.

Smart Gate Notification

Send to all stores, a store type or one store.

Monitoring Items

Out-of-stock items stores have asked for.

Complaints

Issue tickets linked to the customer, handled in Support.

Who it is for

Built for wholesale sellers

Distributors

Retail orders arrive as ready invoices, sorted by coverage area and delivery slot.

Wholesalers

Pieces, packs and cartons with clear prices and a per-unit maximum.

Manufacturers

A direct ordering channel to traders, with brand- or category-wide campaigns.

Food & FMCG

Large catalogs across categories and brands for supermarkets and groceries.

Pharma & cosmetics distribution

A pharmacy tier with its own price list and back-in-stock alerts.

Multi-branch distributors

Coverage areas with their warehouses, so stores only see what you can deliver.

Integration & tech

Built into ERPNext

Smart Gate runs through a Frappe app installed on your ERPNext server, with no middleware database and no sync.

  • Compatible with ERPNext 16, on Frappe Cloud or your own server
  • The catalog is the Item form itself: UOMs, conversion factors, max quantities and image, with prices from Item Price
  • Available quantity from Bin in the coverage area's warehouses
  • Orders are submitted Sales Invoices that deduct stock; cancelling returns it
  • Sign-up creates a linked User and Customer; complaints create an Issue
  • Push notifications via Firebase, kept in Notification Log
  • Permissions via Role Permission Manager; errors logged in Error Log by store mobile
  • The app runs in Arabic and English on Android and iOS
ERPNextFrappe partner
FAQ

Give your stores a direct line into ERPNext

Book a Smart Gate demo and let Operion install it on your system and set up prices and areas with you, through to the first order.

Does Smart Gate need a separate system or database?

No. The app talks to a Frappe app on your ERPNext server, and everything that happens in the app is recorded directly in ERPNext with no sync.

How does an order reach ERPNext?

On confirmation it becomes a submitted Sales Invoice flagged App Invoice. It deducts stock, and its number is the order number the store sees.

Can different store types see different prices?

Yes. Each store type (supermarket, grocery, pharmacy…) has a price list, and every store sees its type's list automatically.

Where does the available quantity come from?

From stock in the warehouses serving the store's coverage area, divided by the pieces per unit. For example, 400 pieces show as 10 cartons of 40.

How do I run an offer on a whole brand?

Create a Generate Offer for the price list with the brand, dates and discount type, review the cost and submit. It starts and ends automatically and the saved price returns.

Do new stores need approval?

Your choice: instant activation after sign-up, a customer-service review first, or closed self sign-up with accounts opened by your team.

Can a store cancel an order?

Yes, from the order details while it is still at "Received". The invoice is cancelled and stock returns to the warehouse.

How do I update prices without stale-price orders?

Turn on Disable App in the settings so stores see "Updating prices", update Item Price, then turn it off after a spot check.

Do stores get alerts if their phone was off?

Every notification is kept in the app's notifications screen, so the store sees it next time it opens the app.

What does Operion's service include?

Installing Smart Gate on your ERPNext and guiding your team through a 13-step setup checklist to the first order, plus technical support and training.

Ready to switch to ERPNext?

See how ERPNext can make your business more efficient and cut costs, with Operion beside you from analysis to go-live and support.