Product

SmartERP

Ashewa Technology Solutions' business platform, built on modern enterprise architecture Community.

Pages 712

• Sales, CRM and POS overview

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

  Sales, CRM and Point of Sale (POS)
• Concepts and commercial governance

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

  Sales, CRM and Point of Sale (POS)
• Quick start

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

  Sales, CRM and Point of Sale (POS)
• Manage CRM pipeline stages and lead scoring

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

  Sales, CRM and Point of Sale (POS)
• Configure customer master dossier

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

  Sales, CRM and Point of Sale (POS)
• Configure multi-tier pricelists and discounts

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

  Sales, CRM and Point of Sale (POS)
• Draft quotations and proforma invoices

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

  Sales, CRM and Point of Sale (POS)
• Enforce customer credit limits and overdue blocking

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

  Sales, CRM and Point of Sale (POS)
• Confirm sales orders and trigger stock reservations

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

  Sales, CRM and Point of Sale (POS)
• Issue statutory Ethiopian VAT sales invoices

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

  Sales, CRM and Point of Sale (POS)
• Process sales returns and credit notes

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

  Sales, CRM and Point of Sale (POS)
• Open and fund point of sale session

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

  Sales, CRM and Point of Sale (POS)
• Process point of sale retail transactions

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

  Sales, CRM and Point of Sale (POS)
• Accept Telebirr QR and digital payments

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

  Sales, CRM and Point of Sale (POS)
• Close POS session and generate Z-Report

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

  Sales, CRM and Point of Sale (POS)
• Manage recurring sales contracts and renewals

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

  Sales, CRM and Point of Sale (POS)
• Track salesperson targets and commissions

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

  Sales, CRM and Point of Sale (POS)
• Integrate Chapa e-commerce checkout

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

  Sales, CRM and Point of Sale (POS)
• Apply electronic digital signatures on contracts

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

  Sales, CRM and Point of Sale (POS)
• Customer self-service portal guide

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

  Sales, CRM and Point of Sale (POS)
• Sales cockpits and revenue reports

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

  Sales, CRM and Point of Sale (POS)
• Roles and permissions

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

  Sales, CRM and Point of Sale (POS)
• Sales, CRM and POS configuration reference

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

  Sales, CRM and Point of Sale (POS)
• Cross-module integrations

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

  Sales, CRM and Point of Sale (POS)
• Troubleshooting guide

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

  Sales, CRM and Point of Sale (POS)
• Technical architecture

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

  Sales, CRM and Point of Sale (POS)
• Relational data model

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

  Sales, CRM and Point of Sale (POS)
• Security and access control

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

  Sales, CRM and Point of Sale (POS)
• Automation and scheduled cron jobs

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

  Sales, CRM and Point of Sale (POS)
• Testing and upgrade guide

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

  Sales, CRM and Point of Sale (POS)
• Manufacturing Operations Overview

  End-to-end discrete and process manufacturing management tailored for Ethiopian industrial enterprises.

  Manufacturing & Quality Operations
• Manufacturing Accounting & Production Concepts

  Core architectural concepts: BoM explosions, double-entry WIP absorption, standard costing, and OEE.

  Manufacturing & Quality Operations
• Manufacturing Quick Start: From BoM to Finished Stock

  Step-by-step 15-minute walkthrough to configure a BoM, release an MO, complete operations, and post finished goods.

  Manufacturing & Quality Operations
• Configure Multi-Level Bills of Materials (BoMs)

  Procedural guide for configuring single-level, multi-level, phantom kits, and subcontracted BoMs.

  Manufacturing & Quality Operations
• Configure Work Centers and Machine Capacity

  Setup physical and virtual work centers, working hours calendars, hourly absorption rates, and OEE targets.

  Manufacturing & Quality Operations
• Manage Production Routings and Sequential Operations

  Step-by-step definition of manufacturing routings, operation dependencies, setup timers, and work instructions.

  Manufacturing & Quality Operations
• Create, Schedule, and Confirm Manufacturing Orders (MOs)

  Procedural guide for launching production orders, checking material reservations, and batch scheduling.

  Manufacturing & Quality Operations
• Issue Raw Materials via Ethiopian Model 20 SIV

  How to generate, approve, and validate Store Issue Vouchers (Model 20 SIV) to release materials to the plant floor.

  Manufacturing & Quality Operations
• Shop Floor Execution and Operator Tablet View

  Touchscreen tablet interface for plant operators: barcode scanning, live timers, scrap logging, and shift handovers.

  Manufacturing & Quality Operations
• Configure In-Process Quality Control Points (QCP)

  Setting up mandatory quality gates, measurement tolerances, pass/fail checks, and sampling frequencies.

  Manufacturing & Quality Operations