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OrderCRM for WooCommerce

开发者 timon-dimon
更新时间 2026年7月15日 16:15
PHP版本: 8.0 及以上
WordPress版本: 7.0
版权: GPLv2 or later
版权网址: 版权信息

标签

woocommerce order management sales dashboard customer management sales reports

下载

3.3.4

详情介绍:

OrderCRM for WooCommerce transforms your store's order management into a powerful, standalone frontend dashboard. Sales managers can filter orders by status, date, or customer, perform quick searches, and view detailed sales reports with interactive charts — all without accessing the WordPress admin area. Perfect for medium-sized businesses handling up to 1,000 orders per month.

安装:

  1. Upload the plugin files to the /wp-content/plugins/ordercrm-for-woocommerce directory, or install through WordPress admin panel (the package includes Composer dependencies under vendor/ for PDF export — no server-side composer install is required for typical ZIP installs)
  2. Activate the plugin through the 'Plugins' menu in WordPress (PHP GD and mbstring extensions are required — activation will stop with a clear message if they are missing)
  3. Configure the plugin settings under OrderCRM in your admin panel
  4. Set up order status groups in the 'Statuses' tab

屏幕截图:

  • Customer profile management
  • Order status group configuration
  • Activity log and reporting
  • Sales reports with period filters and product demand summary

升级注意事项:

3.3.4 WordPress.org slug is now ordercrm-for-woocommerce — rename the plugin folder after update. CRM login events appear in Logs again. Plugin Check readme compliance. 3.3.3 Optional brand sales reports in CRM and PDF export (OrderCRM → Reports). Existing reports unchanged when no brands are selected. 3.2.9 Admin settings: logo upload moved to the General tab (the Logo tab is removed). Bookmarks to ?tab=logo still open General settings. No CRM frontend changes. 3.2.8 Compatibility and quality release: tested with WordPress 7.0; Plugin Check compliance for WordPress.org directory. No CRM UI or workflow changes. 3.2.7 Internal refactor of the create-order page (view-model in Order Service). No CRM UI or workflow changes. Staging verified: add-order, order card, products, reports. 3.2.3 CRM UX: logs user filter shows last name first (A–Z); products page adds a Brand filter when WooCommerce Brands (product_brand) is enabled. PDF export shows a progress animation. Activity log cache clears in the background — no action required. 3.2.2 Performance and stability: order mutations no longer block on full report cache SQL; reports refresh in the background within about a minute. Includes small fixes for WooCommerce email templates, WP 6.7 admin i18n, and theme asset loading. No CRM UI changes. 3.2.1 Transactional email fix: CRM order actions now send WooCommerce emails reliably (create order, notes, status, AST tracking). Default is synchronous delivery — no theme code changes needed. Compatible with PDF Invoices attachment on new-order emails when that plugin is configured. 3.2.0 Maintenance release: login/logout activity log cleanup now uses WooCommerce Action Scheduler (more reliable than WP-Cron). No CRM UI changes. After update, optional check: WooCommerce → Status → Scheduled Actions — recurring job sales_crm_delete_old_login_logout_logs in group sales-crm. 3.1.9 Maintenance release: centralized orders table display logic (no UI change). Recommended after update: quick smoke on Dashboard, All Orders, Reports, and Customer card. 3.1.8 Hotfix: CRM logout no longer opens the WordPress wp-login.php confirmation screen. 3.1.7 Critical hotfix: restores CRM login for administrators and CRM users blocked by false "no access" after 3.1.5–3.1.6. Update immediately. 3.1.6 Hotfix: fixes false CRM login error on production HTTPS (WordPress error query var collision). Purge cache for /crm-login/ after update. 3.1.5 Hotfix: CRM login page no longer shows a false error on first visit. Clear page cache for /crm-login/ after update if your host caches HTML. 3.1.4 Reports cache (T-09) and deferred emails on all order mutations (T-10): faster CRM reports and order card updates. No UX changes — run your usual CRM smoke (reports, order status, PDF) after update. 3.1.3 List and activity-log performance (T-08, T-12): faster CRM lists and logs screen on large stores. No UX changes — run your usual CRM smoke and REST/phase runners after update. 3.1.2 RBAC alignment (wave 6.1): unified CRM capability checks across UI, REST, and role settings. Re-save CRM roles in admin if custom permissions look stale; run your usual CRM smoke and REST runner after update. 3.1.1 Modular architecture (wave 5), products list service, and GET /products REST. Stock filter shows all WooCommerce stock statuses. Run CRM smoke on /crm-dashboard/products/ and your usual REST runner after update. 3.1.0 Wave 3 complete: customer and activity-log repositories, thinner templates, activity-log filter fixes, phone mask on create-order, variation price hotfix. Run your usual CRM smoke test after update; Plugin Check recommended before org release. 3.0.3 Wave 2 architecture complete: unified CRM order creation, order sub-services, and order-card POST via service layer. Run your usual CRM + HPOS smoke tests after update. 3.0.2 Order data access refactored (repository + order service); optional Strangler flag for creating orders from CRM. Security phases B–D and tax alignment included—run your usual CRM + HPOS smoke tests. Re-compile Russian .mo if you maintain custom translations. 3.0.1 Service-layer cleanup, PDF export reliability, mobile blocked page styling, and translation fix for discount log strings. Re-compile languages/sales-crm-ru_RU.mo if you ship custom PO files. Remove SALES_CRM_DISABLE_PDF_RATE_LIMIT from wp-config if you added it for testing. 3.0.0 PHP 8.0+ required. Upgrade PHP on the server before updating from 2.1.x. Feature flag WOO_SALES_CRM_V3_ENABLED (optional in wp-config) controls the Strangler / refactored branch for 3.0; default is off. 2.1.2 Report PDF export (mPDF), PHP GD + mbstring required at activation, bundled vendor for PDF. Re-compile Russian .mo if you ship custom translations. 2.1.1 Enhanced CRM Reports: flexible periods, charts, TOP-5 products by demand, and clearer order list for the selected range. Update translations (.mo) if you use Russian. 1.2.8.4 Major localization update! Complete Russian translation with 376+ translated strings and important functionality fixes. Automatic translation loading - no configuration needed. 1.2.7.4 This update includes a new automatic update system that will safely migrate your existing order statuses. No manual intervention required.

常见问题:

Does this plugin work with custom order statuses?

Yes! The plugin is designed to work with any custom order statuses, including those created by other plugins like Advanced Shipment Tracking.

How do I configure order status groups?

Go to OrderCRM → Settings → Statuses in your admin panel. You can organize statuses into three groups: "In Progress", "Completed", and "Cancelled".

Will updating the plugin affect my existing orders?

No. The plugin includes an automatic update system that safely migrates order statuses without data loss.

Is this plugin compatible with other WooCommerce plugins?

Yes, the plugin is designed to work alongside other WooCommerce plugins without conflicts.

What are the system requirements?

  • WordPress 5.6 or higher
  • WooCommerce 5.0 or higher
  • PHP 8.0 or higher
  • PHP extensions GD and mbstring (required for sales report PDF export via mPDF)

Is report PDF stored on the server in uploads?

No. The PDF is generated on demand and sent in the AJAX response only; it is not saved as a public file in the media library or uploads folder, to reduce exposure of commercial data.

更新日志:

3.3.4 3.3.3 3.3.2 3.3.1 3.3.0 3.2.9 3.2.8 3.2.7 3.2.6 3.2.5 3.2.4 3.2.3 3.2.2 3.2.1 3.2.0 3.1.9 3.1.8 3.1.7 3.1.6 3.1.5 3.1.4 3.1.3 3.1.2 3.1.1 3.1.0 3.0.3 3.0.1 3.0.0 2.1.2 2.1.1 1.2.9.3 1.2.8.7 1.2.8.6 1.2.8.4 1.2.8.0 1.2.7.8 1.2.7.7 1.2.7.6 1.2.7.4 1.2.7.2 1.2.7.1