GR8 CRM - Order Management User Interface

Customer relationship management (CRM) is a system for managing a company’s interactions with current and future customers. It involves using technology to organize, automate and synchronize sales, marketing, customer service, and technical support. Wikipedia

The GR8 CRM "Ecosystem" currently contains over 40 Grails plugins. For a complete list of plugins see http://gr8crm.github.io.

Each GR8 CRM plugin defines a Bounded Context that focus on one specific domain, for example contact, project or document.

To query for orders you visit crmIndex/index which will show the query form.

You can enter query values in any field and then hit the Search button to search for orders matching your query. If you don’t enter any query value all orders will be included in the search result.

If the query result contains more than one order, an order list will be displayed. If the query result contains exactly one order, then details for that order will be displayed. I.e. it will skip the list view and go directly to the show view.

You can click on any order to show details for that order.

The Export button shows the print/export page but no layouts are provided by this plugin. You must add an event @Listener in an application service that listens for the crmOrder.exportLayout event and return layout definitions. Look at the source for CrmOrderController#export() for more information.

The order details page crmOrder/show show all details for an order. Here you will find order number, customer name, invoice and delivery addresses and more.

If the crm-tags plugin is installed you can see existing tags and add new tags to an order.

To edit order details you hit the Edit button. This will display the edit page crmOrder/edit. Here you can alter values and then hit Save to store the new values in the database.

Order items are listed on a separate tab. Items can be edited, added and deleted from this tab.