Sales, CRM and Point of Sale (POS)

Lead-to-cash lifecycle, CRM pipeline stages, customer credit limits, Ethiopian fiscal VAT invoices (15%), POS retail sessions, Telebirr and Chapa payment bridges.

• Sales, CRM and POS overview EN

  Architectural and operational foundation of SmartERP commercial operations, customer relationships, credit governance, retail checkout, and digital payment gateways.

• Concepts and commercial governance EN

  Pipeline conversion mathematics, customer credit exposure, 15% VAT output calculation, 2% WHT receivable tracking, and POS cash reconciliation.

• Quick start EN

  Complete hands-on 15-minute walkthrough from CRM lead to quotation, sales order confirmation, delivery, and fiscal VAT invoice.

• Manage CRM pipeline stages and lead scoring EN

  Configure visual Kanban stages, automated lead assignment rules, AI lead scoring, and activity scheduling.

• Configure customer master dossier EN

  Set up customer contact records, validate 10-digit Ethiopian TINs, VAT status, and withholding agent classifications.

• Configure multi-tier pricelists and discounts EN

  Set up multi-tier volume pricing, seasonal promotional campaigns, currency rate rules, and margin guardrails.

• Draft quotations and proforma invoices EN

  Create commercial proposals, proforma invoices, delivery terms, and customer payment schedules.

• Enforce customer credit limits and overdue blocking EN

  Prevent uncollectible debt through automated credit exposure calculation, overdue invoice blocking, and managerial override governance.

• Confirm sales orders and trigger stock reservations EN

  Confirm approved quotations, reserve warehouse inventory, and schedule delivery pickings.

• Issue statutory Ethiopian VAT sales invoices EN

  Generate legal Ethiopian VAT sales invoices (Form 3.10), verify buyer/seller TINs, and calculate 15% VAT output.

• Process sales returns and credit notes EN

  Handle customer merchandise returns, inspect returned items, issue credit notes, and reverse VAT output liabilities.

• Open and fund point of sale session EN

  Cashier procedure for opening daily POS sessions, entering cash float denomination counts, and starting the retail register.

• Process point of sale retail transactions EN

  Barcode scanning, item lookup, customer selection, split tenders, and fast receipt printing in the retail POS terminal.

• Accept Telebirr QR and digital payments EN

  Accept mobile money payments via dynamic Telebirr SuperApp QR codes, instant webhook clearing, and fiscal receipt settlement.

• Close POS session and generate Z-Report EN

  End-of-day register closing, physical cash drawer reconciliation, variance audits, fiscal Z-Report printing, and General Ledger posting.

• Manage recurring sales contracts and renewals EN

  Manage recurring maintenance contracts, service level agreements (SLAs), subscription billing, and automated renewal notices.

• Track salesperson targets and commissions EN

  Configure sales quotas, multi-tier commission calculation rules, gross margin accelerators, and monthly commission payout approvals.

• Integrate Chapa e-commerce checkout EN

  Connect the Chapa payment gateway for online customer checkout, webhook verification, and automated order settlement.

• Apply electronic digital signatures on contracts EN

  Execute legally binding digital signatures on commercial proposals and contracts using smarterp_sign_sale.

• Customer self-service portal guide EN

  Operating manual for customers accessing proposals, tracking delivery dispatches, and paying VAT invoices online.

• Sales cockpits and revenue reports EN

  Executive sales reporting, pipeline velocity, salesperson leaderboards, aged receivables, and product profitability cockpits.

• Roles and permissions EN

  Access control matrix and segregation of duties for Sales Representatives, Sales Managers, POS Cashiers, and Credit Officers.

• Sales, CRM and POS configuration reference EN

  System parameters, lead assignment rules, credit terms, and POS hardware configuration reference.

• Cross-module integrations EN

  Integration touchpoints between Sales, Inventory, Accounting, Manufacturing, and AI Workforce Copilots.

• Troubleshooting guide EN

  Diagnostic procedures for credit limit override blocks, POS offline synchronization, Telebirr payment timeouts, and VAT rounding variances.

• Technical architecture EN

  Software architecture, state machines, ORM models, and offline POS caching in SmartERP Sales.

• Relational data model EN

  Relational entity-relationship dictionary for CRM leads, sales orders, pricelists, POS sessions, and payments.

• Security and access control EN

  Access control lists (ACLs), user groups, multi-branch sales record rules, and cashier PIN isolation.

• Automation and scheduled cron jobs EN

  Scheduled actions, automated overdue payment follow-ups, daily POS auto-close checks, and lead scoring crons.

• Testing and upgrade guide EN

  Test suite execution, unit test coverage, and schema upgrade migrations for sales and POS modules.