CRM, Sales, and POS

SALES CRM, Sales, and POS

Commerce Navigation

8.1 Commerce Navigation Open the org admin menu. Select Commerce. Use Customers, Leads, Opportunities, Sales Funnel, and Customer Insights for CRM. Use New Transaction, Transactions, and invoice templates for formal sales activity. Use POS Orders and POS Management for branch-level retail execution.

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SALES CRM, Sales, and POS

Customers and CRM

8.2 Customers and CRM

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SALES CRM, Sales, and POS

Omnichannel, Offline, and Hardware

8.8 Omnichannel, Offline, and Hardware This section covers the cashier and sales-counter point of view only. Use it to clear local register blocks and continue serving the customer. Connector setup, manual WooCommerce pulls, mapping, queue administration, and webhook support belong in Volume 7: Eprecus REST API & Webhooks Technical Manual.

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SALES CRM, Sales, and POS

Pipeline, Activities, and Commissions

8.3 Pipeline, Activities, and Commissions

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SALES CRM, Sales, and POS

POS Order Flow

8.6 POS Order Flow

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SALES CRM, Sales, and POS

POS Registers and Shifts

8.5 POS Registers and Shifts

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SALES CRM, Sales, and POS

Quotes, Invoices, and Payments

8.4 Quotes, Invoices, and Payments

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SALES CRM, Sales, and POS

Returns, Loyalty, and Receipt Templates

8.7 Returns, Loyalty, and Receipt Templates

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