CRM Help Page

The main landing page of the CRM system is a work in progress and can develop as needs are highlighted. Currently the Dashboard shows:

1. NUMBER OF ORDERS TODAY
   This is the total number of orders for the present day, this is based on the time the Daily Report is run on the server, pulling Orders from WooCommerce. This is a ONCE A DAY UPDATE and currently is automatically triggered to run on the Server daily at 2AM (Sydney).
2. TOTAL ORDERS COMPLETED
   This shows the GLOBAL total of orders Completed. At this stage in Development this is based on reporting from WooCommerce, so relies on the data being up to date within WooCommerce. Integration from external orders is being investigated.
3. TOTAL ORDERS PROCESSING
   This shows the GLOBAL total of orders being Processed. At this stage in Development this is based on reporting from WooCommerce, so relies on the data being up to date within WooCommerce. Integration from external orders is being investigated.
   
4. TOTAL ORDERS DISPATCHED
   This shows the GLOBAL total of orders Dispatched. At this stage in Development this is based on reporting from WooCommerce, so relies on the data being up to date within WooCommerce. Integration from external orders is being investigated.
   

The Products Page lists of all products by most recently added or updated. You can click through to the products directly from this listing. The listing can be sorted as required by selecting the column arrows.

This data is refreshed every morning at 2AM.

Stock Quantity is the remaining total stock, showing the complete total if there is no monthly allocation or monthly stock remaining if there is a Monthly Allocation set.

Reference API:
http://crm.benslater.me/api/import-product

IMPORTANT
If you are adding a product which will be displayed on the WEBSITE, then add the product within WooCommerce and the CRM will import the information, however the product must be set to IN STOCK, and then manually IMPORT THE PRODUCTS by visiting https://crm.mysamples.com.au/page/settings and pressing the UPDATE PRODUCTS button. This will perform a data-sync.

If you are adding a product which is for REPS and does not appear on the website, then simply use the ADD NEW button on https://crm.mysamples.com.au/page/product.

To manage stock, please login to crm.mysamples.com.au and follow the instructions below:
1. Navigate to the Product section
2. Click the product name to edit, it will open a new tab.
3. Set [Total Stock Quantity] [Stock Quantity Remaining] and [Total Monthly Stock Allocated].
4. Click the update button when done.

This section lists of all customers  within the website. Simply click the customer to view their information on the website. The default listing is via Role, although the Search can be used to find a specific customer if required.

Reference API:
http://crm.benslater.me/api/import-product

List of all orders from MySamples, clicking the ID will allow you to view and edit the order, and the Customer Id is linked to customer details.

Reference API:
http://crm.benslater.me/api/import-attribute-woo

Lead generation report list where you can filter report via product name, date start and date end to view lead type and other details.

Dispatch report is a list of order from the email outside the mysamples. Where you can filter the results via product name, order date start and order date end.

Stock on hand list is a report from the email HCL Australia stock on hand report.