Omni Channel Sales module for Perfex CRM

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

1. Order Management:
   • Order List (Manual Order, Pre-Order, Client Portal Order, POS Order, WooCommerce Order)
   • Order Details
   • Order Processing
   • Automated Inventory Check
   • Shipment Management
2. Manual Order Management
3. Pre-Order Channel:
   • Product Settings
   • Pre-Order Form (Client Portal)
4. Client Portal Channel:
   • Product Settings
   • Price Settings
   • Client Portal:
     1. Store
     2. Search Products
     3. Product Details
     4. Cart
     5. Place Order
     6. Order Management
5. POS Channel:
   • Product Settings
   • Price Settings
   • POS:
     1. Shift Management
     2. Transaction Management
     3. Scan Barcodes with Camera
     4. Scan Barcodes with Scanner
     5. Loyalty Point & Redeem
     6. Payment Processing
     7. Print Receipts
     8. Sales Reporting
     9. Add New Customer
     10. Staff Management
     11. Caculator
     12. POS Settings
6. WooCommerce Channel:
   • Woocommerce Store Management:
     1. Connection Management
     2. Product Settings
     3. Price Settings
     4. Sync from WooCommerce to Perfex CRM:
        1. Products
        2. Orders
     5. Sync from Perfex CRM to WooCommerce:
        1. Product (All)
        2. Product Long Description
        3. Product Short Description
        4. Product Images
        5. Product Price
        6. Product Inventory
        7. Product Name
        8. Product Category
        9. Product Tax
        10. Product Tags
     6. Loyalty Point & Redeem
     7. Payment Processing
     8. Print Receipts
     9. Sales Reporting
     10. Add New Customer
     11. Staff Management
     12. Caculator
     13. POS Settings
7. Trade Discount:
   • Promotion Management
   • Voucher Management
8. Data Sync Logs
9. Reports:
   • Trade Discount History
   • Sales statistics
10. Settings:
    • General Settings
    • Order Settings
    • Automatic Sync Settings
11. Integration:
    • Inventory Management for Perfex CRM
    • Purchase Management for Perfex CRM
    • Accounting and Bookeeping for Perfex CRM
    • Customer Loyalty and Memberships for Perfex CRM
    • Workflow Automation module 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

     Inventory alert when creating delivery notes for the sales order.
     Create a delivery note for a sales order after deleting the old delivery note.
     Synchronize coupon value of orders from woocommerce.
     Create a delivery note with the serial number for orders from the POS channel, client portal, and manual orders.    
     Create manual orders from sales estimates.
     Add permission for order management.
     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.

Version 1.2.5 / 2026-03-06

    Added custom fields for Orders.
    Enabled synchronization of WooCommerce product variants to the CRM.
    Added option to allow stock export without requiring an invoice.
    Introduced bulk delete functionality in the Order list.
    Added accounting mapping support for integration with the accounting module.
    Updated WooCommerce integration to support the latest API.
    Improved synchronization of products, taxes, categories, stock, and customer company names from WooCommerce to CRM.
    Stored WooCommerce product IDs in the CRM Commodity Code field for better product mapping.
    Enhanced overall WooCommerce synchronization stability and performance.
    Fixed issue where invoices were not automatically generated for orders downloaded from WooCommerce.
    Resolved incorrect shipping state synchronization.
    Fixed duplicate product creation when downloading orders.
    Corrected product group display issue on the customer portal product detail page.

Version 1.2.6 / 2026-03-16

    Fixed minor issues and bugs to improve system stability.    
    Updated and enhanced several features.

Version 1.2.7 / 2026-07-22

    Added an option to synchronize item prices from WooCommerce to CRM using the Regular Price.
    Improved item loading performance across POS product channels, order creation, promotions, vouchers, and reports with large product datasets.
    Fixed product list loading issues on the POS product channel page.
    Fixed page loading failures when creating orders, promotions, vouchers, and reports with large item lists.
    Fixed duplicate order synchronization issues.