Help center / Guide 05

crm, sales &point of sale

From first conversation to paid order, at a desk, a counter or a table.

CRM: your pipeline

CRM → Leads shows every opportunity as a board with five stages: New → Qualified → Proposition → Won / Lost. Drag a card to move it.

  • Each lead has an expected revenue. The dashboard's open pipeline weights it by stage (10%, 30%, 60%), so you see a realistic forecast rather than wishful thinking.
  • When a deal is won, press Convert to turn the lead into a quotation for the customer, without retyping anything.
  • Winning a lead can notify your other systems through a webhook (lead.won); see API, webhooks & custom fields.

Sales: quotation → order → invoice

  1. Sales → New quotation: choose the customer and add product lines (quantity, price, tax). For a foreign customer, choose the currency; see currencies.
  2. Confirm (needs Sales: confirm order): choose the warehouse to deliver from. Simbako ERP checks stock first and refuses to confirm if there isn't enough, telling you exactly what's short. On confirmation the goods leave stock on the immutable stock ledger.
  3. Create invoice: a draft invoice is created from the order. Post it in Invoicing when ready.

A quotation can be cancelled; once an order has moved on, cancelling is blocked to protect your stock and books.

Subscriptions (recurring revenue)

  1. Subscriptions → Plans: define what you sell on repeat (price and billing interval).
  2. Subscriptions → New subscription: link a customer to a plan with a start date.
  3. Active subscriptions are invoiced automatically when due (a daily job). You can also press Bill now, or pause and cancel a subscription.

Rental

Rent out equipment by the day.

  1. Mark a product as rentable in Inventory and give it a daily rate and the number of units you own.
  2. Rental → New rental: customer, product, dates. Availability is checked against other bookings.
  3. Track it through Reservation → Picked up → Returned, then Invoice it.

Point of Sale (shop counter)

  1. Point of Sale → Open session: each cashier works in their own session.
  2. Add products to the order, take cash (change is calculated) and print or show the receipt.
  3. Close session at the end of the shift. You must pay or cancel any open orders first. Closing needs Point of Sale: close session.

Restaurant

The Restaurant POS works like Point of Sale, with tables and a kitchen:

  • Set up your Tables once.
  • Open an order on a table, add dishes and Send to kitchen.
  • The Kitchen screen shows what to prepare; mark lines ready as they go out.
  • Take payment when the guests leave.

Contacts

Customers and vendors live in Contacts, shared by every app. Each contact records email, phone, address, tax ID, a default currency and their marketing consent for email, SMS and WhatsApp (see marketing).