DMS Plus

A full-featured ERPNext customization app built for Digital Myth Solutions

Custom Frappe app — Quotation Workflows · Role-Based Permissions · Sales Reporting · Print Formats · Saudi Arabia ERPNext

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Overview

DMS Plus is a custom Frappe ERPNext application developed for Digital Myth Solutions (DMS) — a Saudi-based technology solutions provider. The app extends ERPNext with advanced sales workflows, role-based access control, quotation performance tracking, and Arabic-ready print formats.

Built on the Frappe Framework, DMS Plus integrates tightly with ERPNext's core Sales, CRM, Inventory, and Finance modules to automate business processes and enforce company-specific rules without modifying the ERPNext core.

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Features

1. Quotation Approval Workflow

A multi-stage approval workflow for ERPNext Quotations with conditional routing based on discount rate and order value.

Workflow States:

State	Doc Status	Editable By
Draft	0	All
Pending Approval	0	Sales Manager
Rejected	0	Sales Manager
Approved	1	Sales Manager
Cancelled	2	All
Pending Director Approval	0	Sales Master Manager
Pending CEO Approval	0	CEO

Routing Logic:

• Quotations with avg_discount_rate <= 3 and base_total <= 50,000 SR → Auto-approved on submit
• Quotations exceeding thresholds → Routed to Sales Manager for approval
• High-value or high-discount quotes → Escalated to Director or CEO
• Junior Sales: quotes above 75,000 SR require Sales Manager approval
• Senior Sales: quotes above 150,000 SR require Sales Manager approval

2. Role-Based Permissions System

Granular, department-level permissions enforced across all ERPNext modules.

Sales Roles:

• Junior Sales — Create own quotations, max 5% discount, no Professional Services items
• Senior Sales — Max 10% discount, all item types, price list selection
• Sales Coordinator — Full customer assignment, reporting access, no discount approval
• Sales Manager — Full override, approval rights, all reports
• Product Manager — Full pricing control for their product category

Other Roles:

• Warehouse Employee — View quotes and orders, update stock, no financial edits
• Technical Manager — View all technical tasks, assign to Technical Team only
• Technician — View and update assigned tasks only
• Accountant / Accounting Manager — Invoice creation, payment recording, financial reports

3. Quotation Planning vs Actual Report

A pipeline performance report comparing planned sales targets against actual quotation and sales order results.

Report Features:

• Hierarchical view: Quotation Planning → Monthly Plan → Individual Quotations
• Automatic calculation of variance (SAR) and achievement percentage
• Status indicators: Planned / Partially Achieved / Achieved / Over Achieved
• Dynamic bar and line charts for monthly performance trends
• Filters: Month, Year, Product Manager, Territory
• Integrated with ERPNext Dashboard via get_summary_data and get_chart_data helpers

Data Flow:

1. Product Manager creates a Quotation Planning record with monthly targets
2. On Quotation submission → system auto-generates Quotation Monthly Plan records per item
3. On Sales Order submission → system updates actual amounts and recalculates status
4. Report pulls from all three doctypes in real time

4. Quotation Follow-Up Tracking

Track the status and follow-up history of open quotations. Helps sales teams manage pipeline and reduce lost opportunities.

5. Custom Print Formats

Arabic-ready print formats for:

• Sales Quotations
• Sales Orders
• Purchase Orders
• Sales Invoices

Formatted for Saudi Arabia business standards with company letterhead, VAT number, and CR number support. Compatible with DMS's Saudi VAT compliance setup.

6. Department-Based Data Isolation

Sales teams operate in isolated data scopes:

• Team 1: Sales Manager Amal → Coordinator Sara → Senior Ali → Junior Ahmed
• Team 2: Sales Manager Rania → Coordinator Samy → Senior Eslam → Junior Mohamed

Each team member sees only records within their hierarchy. Managers have cross-team visibility.

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Tech Stack

• Backend: Python, Frappe Framework, ERPNext
• Frontend: Vue.js, Frappe UI
• Database: MariaDB
• Infrastructure: Linux, NGINX, Supervisor
• Region: Saudi Arabia — VAT-compliant, Arabic RTL support

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Installation

cd $PATH_TO_YOUR_BENCH
bench get-app https://github.com/AhmedAbokhatwa/dms_plus --branch develop
bench --site <YOUR_SITE> install-app dms_plus

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Screenshots

Coming soon — sales dashboard, quotation workflow, and report views.

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Contributing

This app uses pre-commit for code formatting and linting.

cd apps/dms_plus
pre-commit install

Tools configured: ruff, eslint, prettier, pyupgrade

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License

MIT — see LICENSE

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Custom ERPNext App · Frappe Framework · Saudi Arabia · Quotation Workflow · Role-Based Permissions · Sales Reporting · Arabic Print Formats