Perfex Shop – eCommerce module to sell Products & Services with POS support and Inventory Management

Introduction to Perfex Shop - eCommerce Module

Perfex is a comprehensive customer relationship management (CRM) software designed to help businesses manage and grow their customer relationships, sales, and services. One of the key modules within Perfex is the Shop - eCommerce module, which allows businesses to set up an online store, sell products and services, and manage their inventory, all within the same platform. In this tutorial, we will guide you through the process of setting up and using the Perfex Shop - eCommerce module to sell products and services with point-of-sale (POS) support and inventory management.

Prerequisites

• You have a Perfex account with the Shop - eCommerce module enabled.
• You have basic knowledge of using a CRM system.

Setting up the Shop - eCommerce Module

1. Log in to your Perfex account and click on the "Shop" tab.
2. Click on the "Settings" button and select " Shop Settings".
3. Enter your shop's name, description, and logo. You can also set your shop's currency and language.
4. Click on the "Save" button to save your shop's settings.

Creating Products and Services

1. Click on the "Products" tab and click on the "Add Product" button.
2. Enter the product's name, description, price, and other relevant details.
3. You can also upload product images and set taxes and discounts.
4. Click on the "Save" button to save your product.
5. Repeat the process to create additional products and services.

Managing Inventory

1. Click on the "Inventory" tab and click on the "Add Inventory Item" button.
2. Enter the inventory item's name, description, quantity, and other relevant details.
3. You can also set the inventory item's price and taxes.
4. Click on the "Save" button to save your inventory item.
5. Repeat the process to create additional inventory items.

Setting up Point-of-Sale (POS) Support

1. Click on the "Settings" button and select "POS Settings".
2. Enable POS support by ticking the checkbox.
3. Set your POS settings, such as the default cashier and payment methods.
4. Click on the "Save" button to save your POS settings.

Processing Orders

1. When a customer places an order, you will receive a notification in your Perfex account.
2. Click on the "Orders" tab and select the order you want to process.
3. Review the order details and click on the "Process Order" button.
4. Confirm the order and select the payment method.
5. Click on the "Complete Order" button to complete the order.

Tips and Best Practices

• Make sure to regularly check and update your inventory levels to avoid stockouts.
• Use the reporting feature to track your sales, profits, and inventory levels.
• Consider using shipping integrations to streamline your shipping process.
• Offer loyalty programs and rewards to incentivize repeat customers.
• Monitor your shop's performance and make adjustments to optimize your sales and profitability.

Troubleshooting Common Issues

• Error: "Product not found". Solution: Check if the product is created correctly and if the product's ID is correct.
• Error: "Inventory level is low". Solution: Check if the inventory level is set correctly and if the product is in stock.
• Error: "Payment method not found". Solution: Check if the payment method is set up correctly and if the payment method is enabled.

Conclusion

In this tutorial, we have covered the basics of setting up and using the Perfex Shop - eCommerce module to sell products and services with point-of-sale (POS) support and inventory management. With these steps, you should be able to create and manage your online store, process orders, and track your sales and profitability. Remember to regularly check and update your inventory levels, use the reporting feature, and monitor your shop's performance to optimize your sales and profitability. If you encounter any issues or have any questions, don't hesitate to reach out to Perfex support.