Curbside Cross-Service v6.7.1 — Perfex CRM

Purpose
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Separate procurement / inventory / intercompany commerce layer for Curbside CFO Board.

Flow
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Items -> Suppliers -> Smart Buy -> Rate Cards -> Intra-Purchases -> Intra-Sales Orders -> Inventory -> Fulfillment -> AR/AP -> Price Variance -> Splits -> Bank Match -> Reports

Core rules
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1. Supplier quotes are effective-dated.
2. Selecting a supplier can update follow-supplier rate cards for FUTURE documents.
3. Released order lines snapshot cost, markup and rate-card version. Historical documents never retrograde.
4. Internal / Coop default markup = 10% (editable).
5. Direct B2B default markup = 20% (editable).
6. Direct B2C default markup = 20% (editable).
7. Company splits and agent/service-role splits are separate records.
8. Bank Match optionally links to Curbside CFO Board cfo_transactions when that module is installed.

No sample transactions are installed by the BLANK package.


6.7.1 HOTFIX
- Fixed Perfex 419 Page Expired errors by using Perfex/CodeIgniter form_open() CSRF-protected POST forms on every create/save screen.
- Supplier selection changed from state-changing GET to protected POST.
- Added Documentation inside CRM with inline open + Word download.
- Permanent Core/Patent, User/Engineering Guide, Version History and QA/Do-Not-Repeat documents included.
