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Custom ERP & CRM Systems

Rakez Sales & Credit: A Reservation Can Affect Half the ERP

A reservation is modeled as a cross-domain transaction spanning availability, negotiation, snapshots, deposits, credit, title transfer, commissions, claims, dashboards, and notifications.

Hexa Terminal/ClientCustom ERP & CRM Systems/Project typeSales & Revenue OperationsReal Estate & PropTech
Built by HexaTerminalOperational understandingSystem architectureProduct, backend, data, and integrations
Rakez ERP case study visual.

Client

Hexa Terminal

Project type

Custom ERP & CRM Systems

Related system

Rakez ERP

Context + Business Problem

The operational situation that made the project necessary.

The context and the problem are shown together so the reason for the build is immediately clear.

Unit availability and customer terms can change while multiple operators act concurrently.

Problem

Treating reservation as one database insert creates race conditions and inconsistent downstream states.

Engineering Response

How the product and system response were structured.

The product experience and the technical response are treated as one connected delivery.

Row-lock the unit, validate state, branch through explicit transitions, snapshot project/unit/customer/payment terms, and let downstream financial and notification workflows consume the same accepted state.

Key Capabilities

What the delivered solution covers.

A compact scan of the functional areas that support the business need.

  1. Capability 1

    Availability locking

  2. Capability 2

    Negotiation state machine

  3. Capability 3

    Business snapshots

  4. Capability 4

    Deposit/installment rules

  5. Capability 5

    Credit stages

  6. Capability 6

    Title transfer

  7. Capability 7

    Downstream finance

Outcome

What the solution is designed to make possible.

Operational value and public proof appear together, without stretching beyond what the record supports.

  • The transaction has one authoritative state progression that other domains can trust.

Evidence

  • The Sales & Credit carousel documents row locking, state branching, snapshots, deposits, title transfer, and downstream dependencies.
Related Context

Where this case study sits in the broader delivery context.

Useful connections for the same service, system, or industry context.

Related system

Rakez ERP

Industry

Sales & Revenue Operations

Industry

Real Estate & PropTech