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.

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).

Plugin Features

Order Management:
- Order List (Manual Order, Pre-Order, Client Portal Order, POS Order, WooCommerce Order)
- Order Details
- Order Processing
- Automated Inventory Check
- Shipment Management
Manual Order Management
Pre-Order Channel:
- Product Settings
- Pre-Order Form (Client Portal)
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
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
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
Trade Discount:
- Promotion Management
- Voucher Management
Data Sync Logs
Reports:
- Trade Discount History
- Sales statistics
Settings:
- General Settings
- Order Settings
- Automatic Sync Settings
Integration:

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

Version 1.0.0 / 2025-08-13

    Initial version

Omni Channel Sales plugin for RISE CRM