Set up the product one clear step at a time.
Keep the installation guide beside you.
Four concise pages covering requirements, server installation, initial setup, messaging, updates, and troubleshooting.
- Version 2.9.4
- 4 pages · 337 KB
Install safely
Back up the site, upload the plugin archive, activate Novocommerce, and review the requirements before enabling business modules.
Check requirements
Confirm WooCommerce, PHP, permalinks, the administrator email, HPOS status, and role permissions.
Choose modules
Select the business type and start with only the modules your team needs for the first rollout.
Set team access
Separate manager and sales-rep access. Each role should only see the customers and actions required for its work.
Connect messaging
Configure the provider, credentials, patterns, and variables. Test every event with an internal number before going live.
Prepare real data
Calculate RFM in batches, verify valid order statuses, and review the dashboard against real WooCommerce data.
Primary front-end shortcodes
[wcrm_panel]Complete customer portal[wcrm_tickets]Support ticketing[wcrm_wholesale_request]Wholesale request form