Skip to content
HyCultivate HyCultivate HyCultivate Docs

Sales and CRM

The CRM pipeline

Section titled “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.

Know who you sell to 0:31

Orders

Section titled “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.
Plan supply against what is ordered 0:39

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