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 WC Products as sales items inPerfex
- 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
Support
If you have any questions, feel free to raise a support ticket at our support area. Guys from the support department will get back to you as soon as possible with a reply.Limitations
- If you use taxes in your WooCommerce store, The taxes would not be added as tax in Perfex due to the limitation of Perfex CRM tax structure and Woocomerce API not providing variant tax formats (percentage, fixed etc). In this case, the total tax is added to the invoice as an adjustment to ensure the final total is correct. You might want to consider renaming adjustment to total tax in Perfex CRM.
- It is not possible to import guest as a customer in Perfex CRM
- There is no support for shipping fees as Perfex CRM does not have shipping fees
