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Commercial 360
Current charges, acquired items and warnings
Active services
Recurring services, acquired items, assets and training
Agreements
Customer Commercial Agreements
Offers
Filtered sales offers for this customer
Invoices
Finance invoices and balances
Payments
Payment and allocation history
Cancellations
Cancellation requests and approval impact
Implementation Flow
Manual activation, delivery and removal tasks
Audit
Customer-related audit register
Customer Commercial 360
CRG
Cyprus Retail Group Ltd - ERP client - VAT CY10293458D
Current MRR
€880.00
Active recurring services
Next invoice estimate
€2,499.00
Due 2026-06-13
Open balance
€2,499.00
SEPA mandate
Pending implementation
3
Manual tasks still tracked
Open tasks
5
Manual work remaining
Blocked tasks
2
Need owner attention
Scheduled tasks
4
Future delivery dates
Implemented services
2
Completed fulfilment
Paid but not delivered warning
4 purchased service or item still has open manual implementation work.
Cancelled but still active warning
1 cancelled service still needs manual access, support, POS, or portal removal confirmation.
Billing changes do not automatically update real software access.
Implementation tasks must be completed before the team assumes a paid service was delivered or a cancelled service was removed.
Implementation tasks
Manual fulfilment, access removal, hardware, setup, and training tracked per customer.
| Task number | Task | Source | Related agreement/change/cancellation | Service/item | Status | Owner | Priority | Due date | Blocking issue | Actions |
|---|---|---|---|---|---|---|---|---|---|---|
| IMP-2026-0001 | Enable CRM email module Enable CRM campaign access for operations users. | Agreement change | chg-cms-crm | CRM Email Campaign Module | Waiting for customer | Sofia Georgiou | High | 2026-05-07 | Waiting for customer user list. | Open |
| IMP-2026-0002 | Deliver training Deliver operations training session. | Agreement change | chg-cms-training | Training | Not started | Sofia Georgiou | Normal | 2026-05-12 | None | Open |
| IMP-2026-0003 | Deliver training Deliver store POS training session. | Agreement change | chg-cms-training | Training | Not started | Sofia Georgiou | Normal | 2026-05-26 | None | Open |
| IMP-2026-0004 | Remove Accounting module access Remove Accounting access on cancellation date. | Cancellation request | can-cms-accounting | Accounting module | Blocked | Elena Ioannou | High | 2026-07-14 | Must wait for effective date. | Open |
| IMP-2026-0005 | Configure POS subscription Prepare POS subscription activation. | Agreement change | chg-cms-pos-subscription | POS subscription | Not started | Petros Nicolaou | High | 2026-07-24 | None | Open |