WooCommerce Module for Perfex CRM

Description

Note: This is a module for Perfex CRM. Not a standalone script. Perfex CRM that can be purchased here

Brief description

WooCommerce module for Perfex CRM is a module that enables you to view and manage your WooCommerce store from Perfex CRM.

You’ll be able to :

• View all Orders
• View summary of Orders
• Update Orders status
• delete Orders
• view Orders data
• Edit Products
• delete products
• add Products as items
• View all Customers
• edit Customers
• delete Customers
• View summary of Customers
• Add woocommerce Customer to perfex
• Invoice WooCommerce orders in Perfex CRM
• Restrict staff access to view/manage stores from perfex
• Add an unlimited number of stores
• Assign Stores to Staff
• edit/delete individual stores
• View products by store
• filter Products by status
• filter Products by type
• View Customers by stores
• View products by stores
• filter Orders by status
• Multisite wordpress support

Set-up

• Requires at least Perfex CRM V2.4.2
• Recommend use of SSL
• Cron Job
• WooCommerce 3.5+
• WordPress 4.4+
• Pretty permalinks in Settings > Permalinks so that the custom endpoints are supported.k

You will not need any coding skills to set this module up. You will be able to configure it in a few clicks (we do provide documentation for that). we are available to assistance regarding installation and set-up, upon contact request.

FAQ

• Why are Orders/Products/Customers tables are empty?

Kindly wait for few minutes let cron job run. after which table will be populated.

• I customised my module can I upgrade to latest version ?

Kindly note that if you already customised a previous version of this module, updating to the New version will override changes in made to the older version .

• How do I update to the latest Version ?
  • Backup your database (using the database backup option)
  • Upload the newly downloaded (upto date) version on modules page/li>
  • click upgrade database on the module option