1. CRM, Site Surveys & Quotations

This guide explains how Edge Home Solutions handles the sales pipeline from initial customer contact to formal quotation and signed agreement.

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1. Sales Pipeline Workflow

[Lead Inquiry] 
      ↓
[Site Laser Survey Scheduled] 
      ↓
[3D CAD Render & Material Palette Selected] 
      ↓
[Draft Quotation (50-40-10 Payment Terms)] 
      ↓
[Client Approval & Signed Contract] 
      ↓
[Sales Order & Project Created]

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2. Managing Leads

Creating a New Lead

1. Open CRM → Lead → + Add Lead (or go to https://erp.edgehomesolutions.co.ke/desk/lead).
2. Complete the essential fields:
   • Lead Name / Person: Client's full name (e.g., Arch. David Mwangi).
   • Organization Name: Company/Developer (if commercial).
   • Mobile / WhatsApp: Client phone number for notifications.
   • Market Segment: Select from:
     • Residential Homeowner
     • Interior Designer / Architect
     • Property Developer / Contractor
     • Commercial Corporate Client
   • Source: Select Showroom / Walk-in, Interior Designer Referral, Social Media, etc.
   • Address: Location of the site (e.g., Riverside Drive, Penthouse 4B).

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3. Creating an Interior Fitting Quotation

Step-by-Step Quotation Drafting:

1. Navigate to Selling → Quotation → + Add Quotation (or click Create → Quotation from the Lead).
2. Quotation To: Select Customer or Lead.
3. Company: Edge Home Solutions.
4. Payment Terms Template: Choose Interior Fitting Standard (50-40-10).
5. Item Table: Add custom interior units and installation line items:

Item Code	Item Name	Unit of Measure	Description / Scope
EHS-KTC-MOD-001	Bespoke Modular Fitted Kitchen	Linear Meter	High-gloss acrylic fronts, marine ply carcass, soft-close drawers
EHS-QRTZ-CAL-20	20mm Calacatta Quartz Countertop	Linear Meter	Polished quartz worktop with waterfall edge
EHS-WRD-FIT-001	Custom Built-in Wardrobe	Linear Meter	Floor-to-ceiling wardrobe with hanging lift & integrated LED channels
EHS-VNT-FLT-001	Floating Bathroom Vanity Unit	Set	Moisture-proof vanity with twin soft-close drawers
EHS-SRV-INST-FIT	On-Site Joinery Installation & Snagging	Nos	Master carpenter site fitting, alignment & cleanup

6. Review Total & Tax: Check that currency is KES and tax template is selected if VAT applies.
7. Click Save and Submit.

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4. Milestone Payment Terms Explained

Edge Home Solutions standard contract terms divide billing into 3 secure phases:

• 50% Advance Deposit (EHS 50% Advance Deposit):
  • Trigger: Contract signing and 3D design approval.
  • Purpose: Funds raw material procurement (MDF/ply boards) and workshop CNC cutting.
• 40% Progress Payment (EHS 40% Workshop Completion / Delivery):
  • Trigger: Workshop pre-assembly completion and site delivery staging.
  • Purpose: Covers workshop labor, transport, and initiates on-site mounting.
• 10% Final Retention (EHS 10% Final Retention Handover):
  • Trigger: Joint snag inspection, soft-close alignment, and client sign-off.

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5. Converting Quotation to Sales Order

Once the client signs the proposal and pays the 50% deposit:

1. Open the Quotation.
2. Click Create → Sales Order.
3. Verify the details and click Save → Submit.
4. The system is now ready to launch the joinery project and requisition materials.