IMS_Demo Overview
ERP inventory, pricing, and sales analytics portfolio case study — built on ASP.NET MVC and SQL Server.
Executive Summary
ERP Inventory & Sales Analytics Platform
A complete distribution-style ERP demo built with ASP.NET MVC and SQL Server, designed to showcase operational control, commercial pricing, and management reporting in one portfolio project.
- Distribution ERP
- Real-World Business Workflows
- Multi-Warehouse Inventory
- Inventory Snapshots
- Period Close
- ERP Pricing Engine
- Sales Analytics
- Excel Import
Business Problems Solved
Inventory Visibility
Warehouse-level balances, transaction traceability, and snapshot-based beginning inventory.
Period Control
Formal period close, invoice locking, and controlled snapshot rebuild paths.
Pricing Administration
Assigned price lists, item group discount rules, optional customer overrides, and Excel-based bulk maintenance.
Sales Analytics
Live revenue trends, customer concentration, and category mix on the operations dashboard.
Multi-Warehouse Operations
MAIN and branch warehouses with warehouse-aware inventory and reporting architecture.
Real-World Pricing Challenges
Many distributors and wholesalers face recurring pricing management challenges.
When suppliers announce new pricing, accounting and pricing teams often ask:
- Can we update 5,000 products from Excel instead of editing them one by one?
- Can we prepare future prices several days or weeks before they become effective?
- Can the system automatically switch to the new prices on the effective date?
- Can strategic customers receive different prices from the standard market price?
IMS_Demo addresses these challenges through a multi-level ERP Pricing Engine.
Standard Price Management
Pricing administrators can import thousands of item prices from Excel or CSV files. Each price can include an Effective Date, allowing future price changes to be prepared in advance.
Example
A new supplier price list is received on June 25th for 5,000 products with an Effective Date of July 1st.
The pricing team imports the file once.
When July 1st arrives, all invoices automatically use the new prices without any manual intervention.
Excel Import Template Example
The pricing team prepares future prices directly in Excel using a standardized ISO date format.
The system requires: EffectiveDate = yyyy-MM-dd
Example
| CustomerCode | ItemCode | UnitPrice | EffectiveDate |
|---|---|---|---|
| (blank) | ITEM00022 | 27,500 | 2026-01-07 |
| (blank) | ITEM00023 | 37,000 | 2026-01-07 |
Why this matters
Many ERP implementations fail because Excel files are prepared by different users using different regional settings.
Examples:
01/07/202607/01/2026
These values may mean different dates depending on the user's locale.
By enforcing yyyy-MM-dd (2026-01-07), the import process becomes predictable, auditable, and globally consistent.
Import preview validates EffectiveDate as ISO yyyy-MM-dd, rejects ambiguous slash formats, and displays accepted dates as 07-Jan-2026 before commit.
Customer Pricing Assignment
Every customer in IMS_Demo is assigned to a commercial Price List that defines their baseline item prices. Price lists represent customer segments such as RETAIL, WHOLESALE, SUPERMARKET, VIP, and CHOLON. Assignment is maintained in Customer Master and applied automatically at invoice entry.
On top of the assigned Price List, customers may have optional Item Group Discount Rules that reduce prices for specific product categories. This is the primary commercial model shown in Customer Master, Price Lists, and Sales Invoice.
Real-World Example
- Customer
- Customer 0003
- Price List
- SUPERMARKET
- Item
- ITEM00022
- Price List Price
- 24,000
- Group A Discount
- 15%
- Final Invoice Price
- 20,400
Why This Matters
Large distributors rarely operate with a single selling price.
The same item may be sold at different prices depending on:
- Customer contract
- Customer segment
- Sales channel
- Promotional agreements
- Strategic accounts
Maintaining these prices manually often leads to:
- Pricing disputes
- Invoice corrections
- Margin leakage
- Customer dissatisfaction
IMS_Demo automatically resolves customer-specific pricing during Sales Invoice processing, ensuring pricing consistency, auditability, and operational efficiency.
Same Item, Different Customers
Item Code: ITEM00022
| Customer Type | Price |
|---|---|
| RETAIL | 25,200 |
| SUPERMARKET | 24,000 |
| VIP | 23,500 |
| Strategic Account | 22,800 |
The Sales Invoice module automatically selects the correct price based on customer assignment without requiring manual price lookup.
Real-World Issue Solved
Eliminated pricing disputes by automatically applying customer-specific prices and contract-based discounts during Sales Invoice processing.
This reduces manual intervention, improves pricing accuracy, and protects gross margin.
Why Distributors Like This Approach
U.S. distributors and wholesalers need pricing that is easy to administer, easy to audit, and safe for daily order entry. IMS_Demo follows a familiar commercial model used in distribution ERP systems.
One customer belongs to one commercial pricing program.
Thousands of item prices can be maintained through Excel imports.
Future prices can be loaded days or weeks before they become effective.
Item-group discounts support negotiated commercial agreements.
Pricing remains transparent and auditable.
Sales invoices automatically use the correct active pricing.
Customer-Specific Pricing
The pricing engine supports both standard retail prices and customer-specific pricing.
Pricing hierarchy:
Level 1 – Customer-Specific Price
If CustomerCode is provided in the import file, the imported price is assigned only to that customer.
Example
- CUS0001 + ITEM00022
- 23,800
- CUS0007 + ITEM00022
- 23,500
When a Sales Invoice is created, the system automatically applies the customer-specific price if available.
Level 2 – Standard Retail Price
If CustomerCode is left blank, the imported price becomes the default retail price for the item.
Example
- (blank) + ITEM00022
- 25,200
This price is used when no customer-specific price exists.
ERP Pricing Engine
Every customer is assigned to a commercial Price List. The pricing engine retrieves the active item price, applies any item-group discount rules, and produces the final invoice price automatically.
Pricing Resolution Logic
Sales Invoice Pricing:
- Search customer-specific price.
- If found, use customer-specific price.
- Otherwise use standard retail price.
- If neither exists, flag item for pricing review.
Business Benefits
- Supports wholesale and distribution operations
- Customer contract pricing
- Volume-based customer relationships
- Centralized price maintenance through Excel import
- Reduced manual invoice pricing errors
This design reflects common ERP pricing strategies used in inventory, wholesale, and distribution businesses.
The full ERP engine also evaluates assigned Price Lists and Item Group Discount Rules when resolving invoice prices.
Real-World Business Impact
Without a pricing engine, accounting teams often maintain prices manually and risk applying incorrect prices on sales invoices.
With IMS_Demo:
- Bulk price updates are imported from Excel.
- Future pricing activates automatically on the Effective Date.
- Customers follow assigned pricing programs.
- Discount rules are applied consistently.
- Pricing decisions remain fully traceable.
Why This Matters
Many small and mid-sized distributors still manage pricing changes, customer agreements, inventory balances, and reporting through spreadsheets and manual processes.
As product catalogs grow and customer relationships become more complex, these manual approaches increase operational risk.
Common challenges include:
- Pricing errors caused by outdated spreadsheets
- Last-minute price updates before effective dates
- Customer-specific agreements that are difficult to track
- Limited visibility into inventory and sales performance
- Heavy reliance on individual employee knowledge
IMS_Demo demonstrates how these operational processes can be consolidated into a structured ERP workflow.
The platform combines:
- Multi-Warehouse Inventory Management
- Inventory Snapshot & Period Close Controls
- ERP Pricing Engine
- Excel-Based Bulk Data Administration
- Sales Analytics & Operational Dashboards
into a single business system.
Benefits:
- Reduced manual effort
- Improved pricing accuracy
- Better operational visibility
- Stronger auditability
- More scalable business processes
While IMS_Demo is presented as a portfolio project, the business scenarios, pricing models, inventory controls, and reporting workflows are based on real-world distribution and wholesale operations.
ERP Architecture
Ledger, snapshots, period close, multi-warehouse balances.
Price lists, item group discounts, optional customer overrides, effective-date resolution.
Beginning inventory snapshots and period-end roll-forward.
Chart.js KPIs and ranked revenue analysis from live SQL data.
ERP Operational Workflow
From bulk data preparation through operational reporting — the end-to-end business flow in one system.
Enterprise Data Import
Bulk Product & Price Import
Import thousands of products, pricing records, and customer-specific price lists from Excel or CSV files.
Features demonstrated:
- Preview before commit
- Validation and rejection reporting
- Insert / Update detection
- Customer-specific pricing
- Effective date management
- Excel date conversion handling
Business Value
Supports high-volume master data maintenance while improving data quality and consistency. See Standard Price Management above for ISO date template guidance.
Live Demo Dataset
Production-scale sample data powering every module in this ERP showcase.
Major Features
Technology Stack
Quick Navigation
Built as a practical ERP case study demonstrating how inventory control, pricing administration, Excel-based data management, and operational analytics work together inside a modern business system.