Omni Channel Sales plugin for RISE CRM

Note: This is a plugin for RISE – Ultimate Project Manager & CRM. Not a standalone script. This plugin requires the Inventory Management plugin to be installed.

Brief description

Omni Channel Sales 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.

Plugin 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 plugin for RISE CRM
    • Purchase Management plugin for RISE CRM
    • Accounting and Bookeeping plugin for RISE CRM

Demo

Omni Channel Sales Demo

Set-up

Included documentation will help you upload and activate the plugin inside RISE – Ultimate Project Manager & 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

     Initial version