Description
(WooShop POS + ERP – Basic) Automatic barcode scanning. (WooShop POS + ERP – Basic) Fast and easy to use; Our app uses the official WooCommerce REST API and provides live sync on products, taxonomies, orders, clients. (WooShop POS + ERP – Basic) Multiple POS points and users. (WooShop POS + ERP – Basic) The BEST order refund function. The ultimate WooCommerce CRM and Accounting integration for WP ERP! Create customer segments based on products, location and 22 other filters. Integration with WooCommerce: Superb compatibility with WooCommerce? Payroll management, Reimbursement service, Document Management, Inventory management: WP ERP already offers most of the enterprise features that a business might need. CRM ERP BUSINESS SOLUTION is all in one solution for WordPress and WooCommerce mainly targeting freelancers and small businesses that need a data processing software to manage their business better. It can work for those that sell online with WooCommerce and/or sell only offline. Woocommerce is one of the most popular eCommerce platform based on WordPress plugin. Along with good user interface, it allows easy installation and considerable documentation to swiftly on-board products.
are you a freelancer or a small Business? you run a WooCommerce Store or
you sell Offline but have a WordPress website?
Supercharge your Business with
CRM ERP Business Solution
add customers & vendors
& track their transactions
add your transactions
& track your balance
save & send invoices
send offers
integrate your eshop
import appointments
check your reports
CRM ERP BUSINESS SOLUTION is all in one solution for WordPress and WooCommerce mainly targeting freelancers and small businesses that need a data processing software to manage their business better. It can work for those that sell online with WooCommerce and/or sell only offline.
With the business owner in mind that already has a web presense or their company ie manages a WordPress website or the one that sells online using the WooCommerce eshop solution – our objective is to provide an easy to use a software within WordPress backend as a plugin to better and faster manage your business.
CRM ERP Business Solution does not require WooCoomerce as is a fully functional system for your offline Transactions – but with the relevant extension it will integrate seamlessly and provide better management of WooCommerce Customers, Invoicing etc.
CRM ERP Business Solution allows you to import offline Services or products
you can define Product Category
you can define Product Price
you can define Product Description
you can define Product Image
you can define Product Brand
import your customers & vendors
add vat, billing address and info
track their balances
get a nice graphical presented user record page
View all the user activities with your business
Check balances and fit your Customer Relationship Management needs
User Personal info in detail
Transactions imported in CRM EPR in detail
Offers made to User in detail
Woocommerce Erpnext
Products bought – extracted by transactions made
import your offline sales easily & set as Invoice Or direct Payment
select products from your database for your sale transaction
select Customer from your database for your sale transaction
apply discounts per product & in total
add your payment method per Sale transaction – you predefine in settings
add payments to your sales &
easily track each transaction balance
print & send Invoices to Customers
import your offline payments to Vendors
select products from your database for your payments transaction
select Vendor from your database for your payments transaction
apply discounts per product & in total
add your payment method per Payments transaction – you predefine in settings
add payments to your Transactions easily &
track each transaction balance
print & send by email Invoices with a click of a button
select if you need an Invoice in every transaction in your settings
use receipts instead of Invoices
receipts in transactions payments that can be viewed and send by email
auto generated template that includes business, customer details , notes, product info and totals
ability to include your company logo
customize your Invoices color scheme easily from plugin settings
print & send by email Offers to your Customers & Vendors
Dynamically generated Offer form where you select your Products, the User for the Offer and you can write Custom Text to your User
Track all your Offers easily by date and customer
Easily turn any Offer to Invoice and send to Customer
insert all your Appointments with your Customers or Vendors & never lose track!
get a List or Calendar view of Customers appointments, whatever fits your needs!
view All User Appointments in Customer or Vendor Record page
add New Appointment from Customer or Vendor Record page
comprehensive Reporting of All your Transactions | Sales & Payments to Vendors
Reporting for Sales | you get reporting By Transaction, Product, Category, Customer, Payment Method with Date Filters & count numbers to fast track your results
Reporting for Payments to Vendors | you get same reporting with Sales for all your transactions with your Vendors
Reporting by Year | get a fast overview in list and Graphical chart of the Total Numbers per Year
Reporting by Month | get a fast overview in list and Graphical chart of the Total Numbers per Month
General Reporting | get a fast overview graphical representation of all Balance, Total of Sales & Payments & Total of Pending Payments
EXTEND MORE WITH PREMIUM FEATURES!
Woocommerce Erply
synchronise WooCommerce Customers: for your ERP Transactions – Sales & Payments
synchronise WooCommerce Products: use WooCommerce Products for your CRM ERP Transactions, Sales or Payments.
synchronise WooCommerce Product Stock Inventory: with each transaction using WooCommerce product, Stock will be Updated , Increased in Payments from Vendors / Suppliers or decreased in Offline Sales( same way Eshop works )
invoicing System: use CRM-ERP Business Solution invoices to generate Invoices on Eshop Checkout
invoicing System: use CRM-ERP Business Solution invoices to Attach to Invoices to WooCommerce Emails
reporting: integrate WooCommerce Sales Reporting into CRM ERP Business Solution reporting System. Get Sales, Customers, Products, Countries, Payment Method & Coupons Reports
reporting: Once Addon is Activated, each User will have in each Record Page,
– WooCommerce Orders List table,
– Totals with Offline Sales, Summarised along with Orders Totals
Offline Product Stock Inventory: add stock quantities for your Offline Products and update Inventory after each Transaction , Stock will be Updated , Increased in Payments from Vendors / Suppliers or decreased in Offline Sales
bulk emails: send bulk emails and per customer or vendor & keep track
support ticket system: ticketing system for both backend & frontend submission & resolve all customers issues
user activity tracking: select type of customers to track their actions on your website ( adding to cart, viewing a product .. ) & know them better!
user segmentation: easily further categorize your customers or vendors, valuable asset to query later & view your segment statistics or send email in bulk!
user discounts: add discounts per user or segment | once inserting a transaction discount can be applied automatically!
products wholesale prices: apply wholesale prices in your products | once adding transaction, wholesale if applied is detected and you can apply it in your invoice!
bulk import/export: fast & easily import & export sales, payments, customers vendors & appointments with the power of excel!
reporting: get Reports By querying by User, Product Category, User Segment for more specific results !
Woocommerce Erp Open Source
WooCommerce is undoubtedly a buzz word among entrepreneurs today. More than 33% of online stores worldwide are backed by WooCommerce. With time, if everything goes right, the store is bound to expand and under the influence of such uncanny growth, managing the in-store operations turns difficult. As thousands of customers visit the store, browse products and make a purchase, it becomes important for the store managers to employ measures that are capable of organizing operations while streamlining the overall functioning of the WooCommerce store.
Having said that, there arises the need for two different concepts:
a) ERP – Enterprise Resource Planning Software
b) POS – Point-of-sale system software
Each has a dedicated job to do with the end goal being the same, to optimize the functionality of the WooCommerce store.
As the name suggests, ERP or enterprise resource planning software is the fusion of an array of applications that work in the same environment as the WooCommerce store, shares data and then, this data is used by the CRM agents to build customized campaigns for improvement in the sale. A basic ERP System Software would integrate all of the business functions under a single head. From finance to HR, supply chain, procurement, and manufacturing, the ERP system is the amalgamation of all.
Once you integrate the ERP system software for your WooCommerce store, all of the everyday managing and processing task is automated. Synchronization of the ERP system software in the WooCommerce store creates a different level of automation where data is shared between the employees and they can pull information from the single system. No more manual entry of customer details as the software is capable of digitizing the same.
And it’s not just the elimination of manual work or the synchronization of data that advocates on the WooCommerce ERP integration, the fact that these systems generate customized reports highlighting the customers behavior and the buying pattern, the integration help the marketers have a better idea on the need and expectations of the customers, figure out what went wrong, or the plausible reason of cart abandonment and then, undertake measures to curb the flaw and emerge successful in getting sales. All of the data given by the software is based on the results of performance metrics leaving no room for error.
In case you have a fully functional WooCommerce store, it’s time you need to look out for WooCommerce ERP integration and automate your business processes on the go.