This extension is for the integration of WooCommerce with WP ERP's CRM and Accounting module. In this documentation, we will cover the following areas.
- ERP WooCommerce Integration Settings
- Synchronization of data
- Managing WooCommerce orders
- CRM user Profile
- Sales list in Accounting module
Now, let us see how this extension works.
ERP WooCommerce CRM Integration Settings
Note: You must have WP ERP and WooCommerce activated on your site before using this extension.
After installing and activating the extension, navigate to –
WP-Admin → ERP Settings → Settings → WooCommerce
This page allows you to synchronize your WooCommerce data with WP ERP. This will not remove or delete your existing data. Just hit the Synchronize Data Button. Do not close the window until the process completes.
After finishing the process, you will see a confirmation message.
Now, click on the CRM tab to view the settings for CRM module.
Enable or disable CRM sync if you want. Check the yes or no radio button according to your choice. You can also set the role of your customer according to their CRM life states when they register. The customer life states are set by default, you can change them if required. There is another option to set up default contact owner when a customer data is synced with CRM.
Now, click on the Accounting tab. It will open the settings related to accounting module.
Just like CRM, you can enable or disable Accounting sync. At this point, select the accounts for payment, product and shipping. ERP WooCommerce integration already has these settings set up by default. You can change them if required.
Managing WooCommerce orders
When a new customer or existing customer of WooCommerce creates a new order, the user data is automatically listed in the CRM contact list and Accounting customer list.
Navigate to- WP-Admin → Accounting → Sales
You will find the latest WooCommerce order made by any customer on the sales list. The status will remain awaiting for approval until the order is completed from WooCommerce.
You may click on ‘Awaiting for approval' button to view invoice details. But you should not approve or complete the payments from Accounting module. This integration currently has one way communication system. It can fetch data from WooCommerce, but cannot modify WooCommerce data yet.
CRM User Profile Enriched
Now, navigate to – WP-Admin → CRM → Contacts
You will find the customer from WooCommerce listed in the CRM contact list.
You can search your CRM contact list by creating search segments. WooCommerce billing, shipping, order etc. information can be used to create new searches. You can use these saved searches to sent newsletters and emails using different email plugins including Email Campaign.
Now, click on the contact to view details of their activities. The detail view of the contact's profile will be available. You will find the contacts activity log which will display all of their order and purchase logs. At the bottom of the page, you will find two new sections titled Lates Orders and Purchased Products.
The latest order section will have the order ID, order status and their total amount. The purchased products will show a list of the products that was bought by this contact including their quantity and amount paid.
Click on an order and the detailed information will be displayed. The ERP Accounting Invoice number will be included in the order notes.
After completing the order, the status of the order in the sales list on Accounting module with be changed to paid and an invoice against the order will be created and saved.
You can also check the Accounting modules customer list. All the new and existing customers from WooCommerce will be synced to this list as well.