Omni Channel Sales module for Perfex CRM

Description

Note This is a module for Perfex CRM and need to integrate with the INVENTORY MODULE to manage inventory of products Not a standalone script Brief description Omni Channel Sales Module is the process of selling your products on more than one sales channel Omni-channel selling is what happens when your products are sold across multiple online and physical locations For instance you might choose to sell your products directly to customers on your website But you might also offer products on popular platforms like POS Sales Portal WooCommerce Multiple Stores Manual order and Pre-order Selling across different popular channels is moving inventory to multiple channels Why should I be omni-channel selling Selling on multiple sales channels increases your exposure to potential customers which increases your sales opportunities Online shoppers are either staying loyal to one sales channel meaning that you ll miss out if you re not there or they re shopping around meaning that you ll miss out if you re not on more than one of them Module Features Order Management Order List Manual Order Pre-Order Client Portal Order POS Order WooCommerce Order Order Details Order Processing Automated Inventory Check Shipment Management Manual Order Management Pre-Order Channel Product Settings Pre-Order Form Client Portal Client Portal Channel Product Settings Price Settings Client Portal Store Search Products Product Details Cart Place Order Order Management POS Channel Product Settings Price Settings POS Shift Management Transaction Management Scan Barcodes with Camera Scan Barcodes with Scanner Loyalty Point Redeem Payment Processing Print Receipts Sales Reporting Add New Customer Staff Management Caculator POS Settings WooCommerce Channel Woocommerce Store Management Connection Management Product Settings Price Settings Sync from WooCommerce to Perfex CRM Products Orders Sync from Perfex CRM to WooCommerce Product All Product Long Description Product Short Description Product Images Product Price Product Inventory Product Name Product Category Product Tax Product Tags Loyalty Point Redeem Payment Processing Print Receipts Sales Reporting Add New Customer Staff Management Caculator POS Settings Trade Discount Promotion Management Voucher Management Data Sync Logs Reports Trade Discount History Sales statistics Settings General Settings Order Settings Automatic Sync Settings Integration Inventory Management for Perfex CRM Purchase Management for Perfex CRM Accounting and Bookeeping for Perfex CRM Customer Loyalty and Memberships for Perfex CRM Demo Omni Channels Sales Module Demo Set-up Included documentation will help you upload and activate the module inside Perfex CRM if you are not aware on how to do it Support Our support team is always around to help Feel free to raise a support ticket Guys from support department will get back to you as soon as possible with a reply guiding you through any issues Changelog Version 1 0 0 2020-08-05 Initial version Version 1 0 1 2020-11-21 UI improvements for POS POS add features to select warehouse virtual keyboard debt order receipt barcode scan with camera and scanner Sync from CRM to WooCommerce product information inventory images sales price tax tag discount order status Synchronization from WooCommerce to CRM orders products taxes tags Improved automatic synchronization with WooCommerce Additional languages bulgarian catalan chinese czech dutch french german greek indonesia italian japanese persian polish portuguese romanian russian slovak spanish swedish turkish ukrainian vietnamese Version 1 1 1 2022-04-08 Fix minor bugs UI improvements for POS Improve product and order synchronization features between WooCommerce and Perfex CRM Upgrade trade discount feature Use basic features without integrating with Inventory module Integrate with Customer Loyalty and Memberships module to manage loyalty points and redeem on POS channels and client portal Unify payment methods on POS with Perfex CRM Quickly add products in POS Add product variant features Add manual order management feature Add pre-order management feature Add shipment management feature Add product group and tax synchronization between WooCommerce and Perfex CRM Add pre-order feature on client portal Add shift management for POS channel Add transaction management for POS channel Version 1 1 4 2022-05-25 Fix minor bugs Update order and product sync feature from WooCommerce Add shipping fee for orders on client portal POS and manual order channels Add manual order feature on the client portal Add public link for order and shipment Add option to display a delivery note on the public link of shipment Add feature to manage return orders Integrate return orders with the inventory module Version 1 1 5 2022-06-21 Updated Inventory alert when creating delivery notes for the sales order Updated Create a delivery note for a sales order after deleting the old delivery note Updated Synchronize coupon value of orders from woocommerce Added Create a delivery note with the serial number for orders from the POS channel client portal and manual orders Added Create manual orders from sales estimates Added Add permission for order management Added Add option settings to display the product list and shopping cart in the client portal Version 1 1 6 2024-06-05 Create a delivery note have a serial number Manual portal pos Deleted delivery note allows re-creating another delivery note The Manual order creation screen allows the creation of orders from Sales Estimate Order list menu permissions add edit delete view Omni-sales adds an option to toggle the display of the shopping cart product list in the client portal Default is on When the order is paid add a log to the order Add image upload when creating shipment when status Product Dispatched Upload a maximum of 10 images Synchronize invoices on Woo save the invoice number and display it on the invoice management screen if the hook is successful it will display the same current invoice number otherwise add a column Add Due date settings for Invoice creation when synchronizing invoices on Woo Add shipping cost as a percentage of the order Version 1 1 7 2024-06-05 Fix the error of creating 2 delivery notes from 1 order on the POS Version 1 1 8 2024-06-05 Update the system error of not automatically synchronizing from Woo to CRM and from CRM to Woo Fix the error of invoice status not changing according to the payment status of the order on Woo Version 1 1 9 2024-06-05 Fix the error of calculating voucher discount incorrectly Version 1 2 0 2024-06-05 On POS staff will sell according to the Warehouse assigned on the Inventory module Fix an error in a delivery note from Omni sales that has many identical serial numbers Fix the error of subtracting double quantity when creating PXK in Omni Sales Upgrade source code to be compatible with PHP 8 1 Upgraded features to be compatible with the latest version of Perfex CRM