OrderCRM for WooCommerce
| 开发者 | timon-dimon |
|---|---|
| 更新时间 | 2026年8月4日 16:18 |
| 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 |
详情介绍:
- No unnecessary WordPress menus
- No need to grant full wp-admin access for routine order work
- One place to find orders, update statuses, leave notes, and check reports
- Managers need access to orders but should not access WordPress settings or site configuration
- Finding a customer, phone number, or order across multiple admin screens slows daily work
- Large order lists become harder to navigate for routine processing
- Sales managers need period reports without jumping between several WooCommerce screens
- Store owners want clearer visibility into who changed an order and what happened next
- Keep managers focused on orders and customers instead of the WordPress dashboard
- Give each CRM user only the screens and actions they need
- Reduce accidental changes to the website during day-to-day order work
- Keep WooCommerce as the source of truth for orders, products, and customers
- Help new staff start working with less training on wp-admin navigation
安装:
- Upload the plugin files to the
/wp-content/plugins/ordercrm-for-woocommercedirectory, or install the plugin through the WordPress admin Plugins screen. - Activate the plugin through the Plugins menu in WordPress. PHP extensions GD and mbstring are required; activation stops with a clear message if they are missing.
- Open OrderCRM in the WordPress admin to configure settings.
- Set up order status groups in the Statuses tab and assign CRM access to your sales users.
- Open the CRM frontend workspace and confirm that managers can process orders without using wp-admin for daily work.
vendor/ where applicable. No separate server-side composer install is required for a standard install.屏幕截图:
常见问题:
Does OrderCRM replace WooCommerce?
No. OrderCRM works on top of WooCommerce. WooCommerce remains the commerce engine for products, carts, checkout, and order storage. OrderCRM provides a frontend workspace for sales operations.
Can my managers work without WordPress admin access?
Yes. Sales managers can process orders in the OrderCRM frontend interface. Store owners and administrators continue to use WordPress admin for site and plugin configuration.
Is High-Performance Order Storage (HPOS) supported?
Yes. OrderCRM is built to work with WooCommerce HPOS.
Does this plugin work with custom order statuses?
Yes. OrderCRM works with custom order statuses, including statuses created by other plugins such as Advanced Shipment Tracking. Map statuses into workflow groups (In Progress, Completed, Cancelled) in OrderCRM settings.
How do I configure order status groups?
Go to OrderCRM → Settings → Statuses in your WordPress admin. Organize statuses into three groups: In Progress, Completed, and Cancelled.
Can I restrict what each manager can see or do?
Yes. Assign CRM roles and permissions so each user sees only the screens and actions they need.
Can multiple managers use OrderCRM at the same time?
Yes. Multiple CRM users can work in the frontend workspace concurrently. Order data remains in WooCommerce.
Can I create orders from OrderCRM?
Yes. Managers with the appropriate permissions can create orders from the CRM dashboard.
Can managers leave customer notes and order notes?
Yes. Notes are part of the order workflow in the CRM interface.
Does OrderCRM support discounts on orders?
Yes. Managers can apply discounts where permitted by your CRM permissions and store setup.
Are sales reports included?
Yes. Reports cover revenue and order trends by period, product demand summaries, and related statistics. A "Tails" section lists outstanding in-progress orders outside the selected report period.
Can I export reports to PDF?
When PDF export is available in your installed build and the server has the required PHP extensions (GD and mbstring), reports can be exported for the selected period. The PDF is generated on demand and is not stored as a public file in the media library or uploads folder.
Is report PDF stored on the server in uploads?
No. The PDF is generated on demand and sent in the response only; it is not saved as a public file in uploads, which helps reduce exposure of commercial data.
Will updating the plugin affect my existing orders?
No. Updates are designed to preserve existing WooCommerce orders. Status mapping uses the plugin's update routines without deleting order data.
Is OrderCRM suitable for wholesale or B2B stores?
Yes, when your team processes WooCommerce orders regularly and needs a focused sales workspace. OrderCRM does not replace a full B2B suite; it focuses on order and customer operations around WooCommerce.
Does it work with multilingual websites?
The plugin is translation-ready and ships with a Russian translation. Compatibility with multilingual plugins depends on your site setup; use the WordPress.org support forum if you need help with a specific configuration.
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 PDF export where available)
Is this plugin compatible with other WooCommerce plugins?
OrderCRM is designed to work alongside common WooCommerce extensions. Compatibility with a specific third-party plugin depends on how that plugin modifies orders, statuses, or admin flows. Recommended companions include Advanced Shipment Tracking and WooCommerce PDF Invoices & Packing Slips.
更新日志:
- Roles — cancel order status: new capability to set the Cancelled (wc-cancelled) status in the CRM dashboard, independent of Edit orders.
- Order Blocking: status changes are locked when an order is in a blocked status (except administrators and exempt roles).
- Follow-up review email: optional thank-you email after an order enters the Completed status group, with on-site and optional external review links (OrderCRM settings tab); test send to the site administrator.
- Fix — duplicate completed emails: changing status to Completed from a custom status no longer sends the WooCommerce “order completed” email twice.
- Hotfix — invoice email: removed leftover internal debug label from the customer “invoice attached” email body.
- Reports — Business Metrics: Orders by Device (grouped bar: total vs completed conversions) and Orders by Origin (pie, last-click attribution, TOP-5 + Other); PDF page breaks before Business Metrics, selected brands, and Tails.
- Reports — Business Metrics: new AOT / AOV / RPR cards for the selected period (completed orders only), with tooltips and PDF export.
- Orders — email attached invoice: optional checkbox when uploading an invoice file to email the attachment to the customer (WooCommerce transactional email).
- Orders — invoice indicator: paperclip icon in order lists when an invoice file is attached (between Status and Tracking Number; no column title).
- Products — filters layout: fixed search/filter bar overflow that caused horizontal scrolling on the products list.
- Dashboard — sales dynamics: KPI cards show % change vs the previous month for Revenue and Cancelled (In Progress has no trend line); first card renamed to Revenue.
- Reports — Tails: list outstanding orders in "In progress" statuses that fall outside the selected report period (full list on screen and in PDF).
- Official launch on WordPress.org.
- Storefront sales dashboard — view, filter, and search orders; manage customer profiles; browse the product catalog. No wp-admin access required for your sales team.
- Reports — sales charts by day, month, quarter, or year; TOP products and categories; optional statistics for selected brands; PDF export for any period.
- Orders in CRM — create orders from the dashboard, apply discounts, leave notes, map WooCommerce statuses to your workflow groups, and review manager actions in the activity log.
- Team permissions — assign CRM roles so each user sees only the screens and actions they need.
- WooCommerce-ready — HPOS support; works with Advanced Shipment Tracking and popular invoice plugins; customers receive email when a manager updates order status.
- Requirements — WooCommerce 5.0+, PHP 8.0+ (GD and mbstring for PDF export); tested with WordPress 7.0.