Get CRM ready for your company

Q: Why are first-week sales blocked?

Most often a customer with an Amount limit or Day limit of 0 and the action Block . Set the action to Ignore or give a real limit ( Customer details in Accounting that CRM uses ).

CRM is switched on for the whole company by your Penahak contact. Then your administrator gives roles the CRM menus and permissions, chooses the credit approvers, and reviews the settings, and your accountant checks the customers' credit terms.

CRM Setup

5 min read

Updated October 20, 2026

For Administrator Manager or owner

The CRM switch

CRM is switched on for a whole company, by your Penahak contact. Buying or renewing a licence does not switch CRM on by itself: ask your Penahak contact. After the switch, users reload the page (or sign in again) to see CRM.

When CRM is on for your company

Area	What changes
Menus	The CRM menu items appear for the roles that have them
CRM screens	They open for users whose role has the screen's permission
Sales invoices, delivery notes, sales orders, POS bills, recurring invoices	Checked against the customer's credit when they are saved; a blocked credit sale is refused (Which sales are checked)
Credit hold	Blocks credit sales to the customer; a hotel billing that company to its city ledger needs a manager's approval
The nightly CRM run	Judges promises to pay, moves collection work up the dunning ladder, expires unused credit releases (The nightly run and the run-now buttons)
Sales orders, receipts, order cancellations, recurring invoice templates	Create or close CRM work (CRM and Penahak Accounting: one set of books)

First steps

Switch CRM on
Who
Your Penahak contact
What changes
Your users see CRM after a reload, if their roles have the CRM menus.
Needs
If a CRM screen then says CRM is not ready yet, your Penahak contact must finish setting it up for your company.
Give roles the CRM menus and permissions
Who
Administrator
Where
Role & Scopes (see the Administration help)
What changes
Each role gets the CRM screens it needs (Who can use which CRM screen).
Needs
The CRM menus must exist for your company. If Role & Scopes shows no CRM menus at all, ask your Penahak contact to add them (The CRM menu or a CRM screen is missing).
Choose your credit approvers
Who
Administrator
Where
Role & Scopes
What changes
The people who decide credit releases and credit holds get the credit approval permission. Keep at least two: nobody can decide their own request.
Review the CRM settings
Who
CRM administrator
Where
CRM settings
What changes
Collections automation, credit control, release validity, response times, notifications, pipelines (CRM settings and what each one does).
Check the customers' credit terms
Who
Accountant
Where
The customer in Accounting, Credit settings
What changes
Amount limit, Day limit and their actions, cash selling customers, agents and areas are right (Customer details in Accounting that CRM uses).

Worked example: the first week of a trading company

A company with a sales team, a collector, two accountants and an owner asks its Penahak contact to switch CRM on.

Day	What is done	Result
Monday	The switch is on. Users reload the page. The administrator gives the sales role no CRM menu, the collector role the Collections and Follow-ups menus with their permissions, and Credit approval to the roles of two people	Sales staff are checked when they save, the collector sees the worklist, and two approvers can decide each other's requests
Tuesday	The accountant opens a few customers in Accounting, Credit settings, and finds a new customer with an Amount limit of 0 and the action Block	Every credit sale to it would be refused. The accountant sets the action to Ignore until a real limit is agreed
Wednesday	A salesperson saves an invoice of 20,000 for a customer owing 85,000 against a limit of 100,000 with Block	Credit blocked. The salesperson asks for a release, and an approver decides it (Credit releases: ask, decide, use)
Friday	The CRM administrator reviews CRM settings and turns both collections automation settings on	From the next nightly run, overdue customers get collection cases, and a case closes once nothing is overdue

Before the first credit sale, sales staff are told that a cash mark on the document does not get a sale past the limit: only money received with the sale does (What counts as a cash sale).

Common questions

We bought a licence. Why is CRM not there?

Buying or renewing a licence does not switch CRM on by itself: ask your Penahak contact. Users reload the page after the switch.

What happens if CRM is switched off later?

The CRM credit check stops: credit sales are checked only by the sales screens' own credit rule, as before CRM. Holds no longer block sales, releases no longer apply, and the nightly run skips the company. CRM's records are kept and come back when it is switched on again.

Why are first-week sales blocked?

Most often a customer with an Amount limit or Day limit of 0 and the action Block. Set the action to Ignore or give a real limit (Customer details in Accounting that CRM uses).

Get CRM ready for your company

The CRM switch

First steps

Common questions

Related guides