Sales and CRM

Draft

Ported from the in-app User Guide (frontend/src/pages/user-guide.tsx in the product). Check every step against the running app before this page is published.

The CRM pipeline

The CRM is a board of stages that deals move across by drag and drop, from first contact through verification of the buyer’s licence to an active account. Deals that do not proceed can be marked lost.

Orders

1. Create the invoice or transfer and choose the customer.
2. Allocate lots from vault inventory. Allocated stock is reserved so it cannot be sold twice.
3. Complete the order. The lot weights are deducted from inventory, closing the record from mother plant to sale.

See the command reference for invoice, transfer and customer commands.