Mydot DMS Sales

Dealer Management System for Automotive Sales & Service

Complete ERPNext solution for automotive dealerships managing vehicle sales, financing, commissions, and inventory. Built specifically for Malaysian Perodua dealerships with multi-bank integration.

✨ Features

📦 Complete Package

• 44 Custom DocTypes - Full sales workflow coverage
• 64 Print Formats - Professional bank forms and quotations (1.5 MB Jinja templates)
• 52 Custom Fields - Extended ERPNext for dealership needs
• 4 Workflows - Approval processes (VSO, Car Details, Stock Request, Commission)
• 2 Custom Reports - Commission tracking and sales analysis
• 88 Master Data Records - Auto-installed (states, insurance, car models, colors)

🚗 Sales Management

• VSO (Vehicle Sales Order) - Complete sales workflow from booking to delivery
• Prospect Booking Form - Lead capture with car preference tracking
• Car Stock Request - Inventory allocation system with workflow
• Car Details & Checklist - Pre-delivery inspection and documentation
• ICO Fulfillment - Inventory control and allocation

💰 Finance Integration

6 Malaysian Banks - Pre-built forms with auto-calculations:

• PAR (Purchase & Retail Agreement) - Main sales financing form
• PBR CIMB - CIMB Bank pre-booking request (8 pages)
• PBR HLBB - Hong Leong Bank pre-booking (8 pages)
• PBR PBB - Public Bank pre-booking (9 pages MERGE format)
• Floor Stock Facilities - AMBank, Maybank, RHB inventory financing

Features:

• Auto-calculation of totals, insurance, road tax
• Number-to-word conversion
• Insurance premium calculations
• Financing amount breakdowns

👥 Commission Management

• SA Commission Claim Form - Multi-level approval workflow
• Commission Report - Track earnings by sales advisor
• SA Registered Month - Sales performance by registration date
• Commission Calculation - Auto-calculate commissions (requires client script recreation)

📊 Inventory Management

• Floor Stock Vehicle - Track financed inventory (MBB, AMB, RHB)
• Car Stock Request - Allocation workflow with 27+ automation scripts
• Car Model Variants - Trim levels, colors, pricing
• Car Model Colors - Color codes and types (metallic, solid, two-tone)

🏦 Master Data (Auto-Installed)

• 16 Malaysian States - Complete geographic coverage
• 6 Insurance Companies - Allianz, Great Eastern, Pacific, Tokio Marine, Tune Protect, Zurich
• 8 Perodua Models - Axia, Bezza, Myvi, Alza, Aruz, Ativa
• 6 Color Types - Metallic, solid, special metallic, two-tone, R75

📋 Requirements

• ERPNext v15.0.0 or higher (tested on v15.65.4)
• Frappe Framework v15+
• HRMS app (for employee/sales advisor management)
• Python 3.10+
• MariaDB 10.6+

🚀 Installation

Step 1: Get the App

cd /path/to/frappe-bench
bench get-app https://github.com/mydotconsulting/dms_sales.git

Step 2: Install on Site

bench --site your-site.com install-app dms_sales
bench --site your-site.com migrate
bench build
bench restart

Step 3: Verify Installation

Check that master data loaded:

bench --site your-site.com console

>>> frappe.db.count("State")
16
>>> frappe.db.count("Insurance Company")
6
>>> frappe.db.count("Car Model")
8
>>> frappe.db.count("Car Color Type")
6

⚙️ First-Time Setup

✅ Auto-Installed (No Action Needed)

The following data is installed automatically via fixtures:

Data Type	Count	What's Included
States	16	All Malaysian states + federal territories
Insurance	6	Major insurance providers
Car Models	8	Current Perodua lineup
Color Types	6	Industry-standard color classifications
Custom Fields	52	Workflow states, WooCommerce integration, HR fields

Total setup time: < 5 minutes (just app installation)

⚠️ Manual Configuration Required (1-2 hours)

After installation, you need to configure:

1. Sales Team Setup

Navigate to Sales Advisor DocType and add your team:

• Sales Advisor name
• Employee link (from HRMS)
• Commission rates
• Contact information

2. Banking Contacts

Navigate to Banker DocType and add:

• Bank name (CIMB, HLBB, PBB, etc.)
• Banker contact person
• Email and phone

3. Car Inventory

Navigate to Car Model Variant and add:

• Model (from pre-loaded Perodua models)
• Variant code (e.g., "1.5 AV", "1.3 G")
• Retail price
• Color options

Navigate to Car Model Color and add:

• Color name
• Color code (from manufacturer)
• Color type (from pre-loaded types)

4. Print Format Branding

Customize print formats with your company logo:

• Go to Print Settings
• Upload company letterhead
• Configure print format header/footer

5. User Roles

Assign roles to users:

• Sales Advisor - Create VSO, view own commissions
• SA Manager - Approve commission claims
• SA Admin - Full access to sales data
• DC HR - HR approvals, commission processing

⚠️ Known Limitations

Client Scripts: 6% Exported (5 of 88)

What Works:

• ✅ Basic form functionality
• ✅ All DocTypes render correctly
• ✅ Workflows function
• ✅ Print formats available

What's Missing (83 scripts need recreation):

• ❌ Auto-calculations - Gear totals, insurance, subtotals, commissions
• ❌ Dynamic filtering - Filter variants by model, colors by variant
• ❌ Auto-fill logic - Engine/chassis numbers, date auto-population
• ❌ Button actions - Create PAR, PBL, checklist, FS request buttons
• ❌ Validations - Vehicle plate checks, tender number validation
• ❌ UI customizations - Hide sidebars, read-only fields by role

Why: 83 client scripts in the original sandbox have no module assigned (module: null), preventing standard export.

Workarounds:

1. Recommended: Recreate top 10 critical scripts (~10 hours for 90% functionality)
   • Priority: Commission calculations, VSO quotations, variant filtering, PAR button, engine/chassis autosave
2. Database migration: Export full sandbox database (includes all scripts)
3. Fixture export: Export client scripts as fixtures (advanced)

See /root/marvin/content/dms-sales-client-scripts-export.md for full details and script list.

📦 What's Included

DocTypes (44 total)

Sales Workflow (8 DocTypes):

• VSO, Prospect Booking Form, Car Booking, Car Stock Request, Car Details And Checklist, ICO Fulfillment, Announcement, Sales Advisor

Finance Forms (10 DocTypes):

• PAR, PBR CIMB, PBR HLBB, PBR PBB, Floor Stock Facility Request AMB/MBB/RHB, Floor Stock Vehicle MBB, Banker

Commission (2 DocTypes):

• SA Commission Claim Form, SA Commission Disbursement

Master Data (13 DocTypes):

• Car Model, Car Model Variant, Car Model Color, Car Color Type, Insurance Company, State, Bank, Sales Target, Sales Organization, Branch, Dealership, Showroom, Workshop

Inventory (4 DocTypes):

• Car Stock Item, Stock Allocation, Stock Transfer, Stock Audit

Others (7 DocTypes):

• Customer Feedback, Test Drive, Trade In, Insurance Claim, Warranty Claim, Service Package, Loyalty Program

Print Formats (64 total, 1.5 MB)

Bank Forms (33 formats):

• PAR - 7 formats (main, annexures, schedules)
• PBR CIMB - 8 formats (multi-page forms)
• PBR HLBB - 8 formats
• PBR PBB - 10 formats (including 104 KB MERGE format)

Floor Stock (20 formats):

• AMB - 4 formats
• MBB - 12 formats
• RHB - 4 formats

Sales (11 formats):

• VSO quotations, car checklists, stock requests

Custom Fields (52 fields)

Workflow States (4):

• VSO, Car Details And Checklist, Car Stock Request, SA Commission Claim Form

WooCommerce Integration (6):

• Address, Customer, Item, Sales Order (woocommerce_id, woocommerce_email)

HR & Payroll (31):

• Company, Department, Designation, Employee (approvers, cost centers, insurance)

Other (11):

• Contact (billing contact), Print Settings, Project, Task, Terms and Conditions, Timesheet

Reports (2)

1. Commission Report - Track SA earnings by claim form
2. SA Registered Month - Sales by registration date

🔄 Deployment

Install on New Site

# 1. Install app
bench --site mysite.com install-app dms_sales

# 2. Migrate (imports fixtures)
bench --site mysite.com migrate

# 3. Verify fixtures loaded
bench --site mysite.com console
>>> frappe.db.count("State")
16
>>> frappe.db.count("Insurance Company")
6
>>> frappe.db.count("Car Model")
8

Update Existing Site

# 1. Pull latest code
cd apps/dms_sales
git pull origin main

# 2. Migrate (imports new fixtures)
bench --site mysite.com migrate

# 3. Clear cache
bench --site mysite.com clear-cache

# 4. Restart
bench restart

🛠️ Development

Prerequisites

• Python 3.10+
• Node.js 18+
• Frappe Bench installed

Setup Development Environment

# Get the app
cd /path/to/frappe-bench
bench get-app https://github.com/mydotconsulting/dms_sales.git

# Install on dev site
bench --site dev.localhost install-app dms_sales

# Start development server
bench start

Adding New Features

Add new DocType:

bench --site dev.localhost new-doctype "My DocType" --module "DMS Sales"

Export customizations:

bench --site dev.localhost export-doc "DocType" "My DocType" --module "DMS Sales"

Update fixtures: Edit /apps/dms_sales/dms_sales/hooks.py and add to fixtures list.

Contributing

This app uses pre-commit for code formatting:

cd apps/dms_sales
pre-commit install

Pre-commit tools:

• ruff - Python linting and formatting
• eslint - JavaScript linting
• prettier - Code formatting
• pyupgrade - Python syntax upgrades

📊 Statistics

Export Summary

Component	Count	Size	Status
DocTypes	44	-	✅ 100%
Workflows	4	-	✅ 100%
Custom Fields	52	61 KB	✅ 100%
Print Formats	64	1.5 MB	✅ 100%
Reports	2	2.7 KB	✅ 100%
Client Scripts	5	52 KB	⚠️ 6%
Master Data	88 records	84 KB	✅ 100%

Total Exported: 259 components

• 171 code components (DocTypes, workflows, fields, formats, reports, scripts)
• 88 data records (states, insurance, models, colors, custom fields)

File Structure

dms_sales/
├── dms_sales/
│   ├── dms_sales/
│   │   ├── doctype/              # 44 DocTypes
│   │   ├── print_format/         # 64 Jinja templates (1.5 MB)
│   │   ├── report/               # 2 custom reports
│   │   ├── client_script/        # 5 exported scripts (52 KB)
│   │   └── workflow/             # 4 workflows
│   ├── fixtures/                 # Master data (88 records, 84 KB)
│   │   ├── state.json            # 16 Malaysian states
│   │   ├── insurance_company.json # 6 insurance providers
│   │   ├── car_model.json        # 8 Perodua models
│   │   └── car_color_type.json   # 6 color types
│   └── hooks.py                  # App configuration
├── README.md                     # This file
├── requirements.txt              # Python dependencies
└── package.json                  # Node dependencies

📄 License

MIT License - See LICENSE file for details

🤝 Support

For issues, questions, or feature requests:

• GitHub Issues: https://github.com/mydotconsulting/dms_sales/issues
• Email: amirul.zulkefli@mydotconsulting.com
• Documentation: See /root/marvin/content/ for detailed export notes

🎯 Roadmap

Short-term

• Recreate top 10 critical client scripts for auto-calculations
• Add Proton car models alongside Perodua
• Export remaining 83 client scripts as fixtures

Medium-term

• Dashboard widgets for sales performance
• Mobile app for sales advisors
• WhatsApp integration for customer notifications
• Advanced analytics and reporting

Long-term

• Multi-brand support (Toyota, Honda, Mazda)
• Service department integration (DMS Service)
• CRM features (lead nurturing, follow-ups)
• E-commerce integration (online bookings)

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Built by Mydot Consulting - Empowering Malaysian automotive dealerships with modern ERP solutions.

Exported from sandbox-sales.mydotconsulting.com on 2026-02-15