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Pending Quick Counter Sales
Follow-up queue
Tasks & reports
Tasks are internal operational instructions. They do not approve prices, payments, stock movements, supplier commitments, customer promises, or other controlled actions.
Executive performance dashboard
Review auditable CRM work by staff and time period. Operational evidence only: do not use this as an automatic score or disciplinary decision.
Create quotation
Procurement requests
Request materials for an assigned lead. This is not a Purchase Order: do not enter supplier, pricing, payment, or delivery commitments. Executive alone verifies stock, supplier, cost and raises any Purchase Order.
Request status
Approved price guidance
Internal Sales guidance only. These are approved catalogue base prices for preparing a quotation draft; they are not customer-facing promises, fixed public prices, discounts, payment terms, or authority to issue a quotation. Technical and Executive approval remains required.
Product catalogue
Executive-only setup. Product prices are stored in kobo internally and displayed in Naira.
Inventory management
Executive-only stock control. Every receipt, issue and stock correction is retained in the audit trail; stock cannot be issued below zero.
Current stock
Paid customer equipment reservations
Quick counter sale
In-stock approved-price products only. Executive may apply a documented discount only where every product has a protected minimum price; authorised stock release remains independent.
Completed sales — Executive reversal only
Use only for a completed sale error or return. The original sale and receipt stay unchanged. Stock returns only after physical inspection; refund treatment is recorded separately.
Procurement & purchase orders
Inventory & Procurement Draft Preparers may prepare and submit their own PO drafts. Executive alone approves, releases/sends, verifies payment authority and maintains suppliers. A PO is not a stock receipt.
Suppliers & partners
Executive-only records for suppliers, technology, logistics, finance and installation partners. Profiles are deactivated, not deleted, to preserve an audit trail.
Quotations
Create quotations from customer leads. Approved quotations receive an immutable Approved Quotation Reference before a Proforma can be generated.
Notifications
Internal CRM reminders only. No customer messages are sent automatically.
Executive call cover
Record factual calls taken when the Managing Director is unavailable. Do not promise prices, discounts, payment terms, warranties, technical exceptions, supplier commitments, or document approval.
Call handovers
Help assistant
Read-only guidance from approved HakunaSolar CRM documentation. It cannot access customer records, change settings, approve documents, confirm payments or send messages.
Help & guides
Ecosystem operations
Manage energy assessments, technical system designs, project delivery and installation readiness.
Financial reports and audit
Audit timeline
Payment verification
Record a payment first; confirm it only after Finance verifies the actual bank/POS/cash record. Do not confirm from a screenshot alone.
Settings
Executive-only controls. Select a sub-setting; high-risk changes remain in their dedicated audited workspace.
Organisation & operational defaults
Security & integrations
Secrets, passwords, tokens, API keys and SMTP credentials are not exposed or editable in the CRM. Integration configuration is root-controlled. Use the audited operational workspaces for staff, finance, inventory and procurement changes.
Financial administration
Assign approval authority only to authorised staff. This changes document-approval access.
Create Proforma invoice
Enter client details and the exact equipment, specifications and draft prices. Terms and conditions will be added when you provide the approved wording.
Create Proforma draft
Proforma invoices
Drafts are not valid for payment until Technical Team Lead approval. Use PDF for customer-facing documents; Excel and Word are internal working copies.
Customers
Customer details are created only from won Leads and remain under Executive control.
Profile settings
Update the name shown in your CRM workspace.
Staff & base roles
Executive-controlled base roles: Customer Care, Sales, Technical, Admin, and Executive. Admin manages only low-risk account administration; commercial, payment, stock, discount and approval authority remain separately controlled.
Assigned standard leads and controlled draft preparation.
Assigned opportunities and approved price guidance.
Operational technical tasks only; technical approval remains separately assigned.
No commercial, payment, stock or approval authority.
Change an existing base role
Quick authority assignment
After creating a staff account, select the staff member and assign the required working authority. Executive approval and audit are recorded.
Correct staff display name
Correct a staff member’s displayed name without changing their email, role, access, password or historical approval evidence. This correction is audited.
Deactivate staff account
Use this when a staff member leaves or should no longer access the CRM. Sign-in stops immediately; records remain preserved.
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