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Advanced WMS — How to Install

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How to Install — Advanced WMS

Module folder: modules/advanced_wms/   Version: v1.0.0

Advanced Warehouse Management System for Perfex CRM — inbound, outbound, and warehouse operations

Before you begin

  • Backup your database (Setup → Backup or your host backup tool).
  • Use a staff account with Modules / Settings access.
  • PHP version and Perfex CRM version should match the module README requirements when listed.
  • Keep the module folder name exactly advanced_wms.

Step-by-step installation

  1. Upload the advanced_wms folder into your CRM modules/ directory (FTP, cPanel, or Setup → Modules → Upload when available).
  2. Log in to Admin.
  3. Go to Setup → Modules.
  4. Find Advanced WMS and click Activate (or Upgrade if already installed).
  5. Wait for migrations/tables to finish — do not refresh mid-activation.
  6. Go to Setup → Staff → Roles and assign permissions for this module.
  7. Open Advanced WMS → Settings and save defaults.

Install notes from README

Requirements

  • Perfex CRM 3.0+ (2.3.* module API minimum)
  • PHP 7.4+ (8.1+ recommended)
  • Inventory Management module (recommended/required by default in settings)

Install

  1. Upload advanced_wms to modules/
  2. Setup → Modules → Activate Advanced WMS
  3. Grant staff permissions under Settings → Staff → Permissions
  4. Configure WMS → Settings

Uninstall

Deactivate then uninstall from Setup → Modules. All WMS database tables (tblwms_*) and module options are removed.

After activation — configuration checklist

  1. Install and activate Inventory Management (Nasbix Technologies) first — Advanced WMS uses its warehouses, locations, and stock.
  2. Go to Setup → Modules and click Activate on Advanced WMS.
  3. Database tables and default options are created automatically.
  4. Assign permissions under Setup → Staff → Roles.
  5. Open WMS → Settings and configure warehouse defaults and automation.
  6. Perfex CRM 2.3+ (3.x recommended)
  7. PHP 7.4+ (8.1+ recommended)
  8. MySQL 5.7+ / MariaDB 10.3+ (InnoDB)
  9. Inventory Management module by Nasbix Technologies
  10. PHP extensions: mysqli, json, mbstring, curl, fileinfo

Official documentation — Installation

1. Installation

  1. Extract the main ZIP from CodeCanyon.
  2. Upload the advanced_wms folder to your Perfex CRM modules/ directory.
  3. Install and activate Inventory Management (Nasbix Technologies) first — Advanced WMS uses its warehouses, locations, and stock.
  4. Go to Setup → Modules and click Activate on Advanced WMS.
  5. Database tables and default options are created automatically.
  6. Assign permissions under Setup → Staff → Roles.
  7. Open WMS → Settings and configure warehouse defaults and automation.

No core Perfex CRM files are modified.

Requirements

  • Perfex CRM 2.3+ (3.x recommended)
  • PHP 7.4+ (8.1+ recommended)
  • MySQL 5.7+ / MariaDB 10.3+ (InnoDB)
  • Inventory Management module by Nasbix Technologies
  • PHP extensions: mysqli, json, mbstring, curl, fileinfo

Staff permissions (from module)

Assign under Setup → Staff → Roles. Each feature can expose different actions:

FeatureActions
WMS Dashboard
wms_dashboard		view
Warehouse Zones
wms_zones		view, create, edit, delete
Location Types
wms_location_types		view, create, edit, delete
Put-Away Rules
wms_putaway_rules		view, create, edit, delete
WMS Settings
wms_settings		view, edit
ASN (Advanced Shipping Notice)
wms_inbound		view, create, edit, delete
Receiving Tasks
wms_receiving		view, create, edit, delete
Put-Away Tasks
wms_putaway		view, create, edit, delete
QC Inspections
wms_qc		view, create, edit, delete
Pick Waves
wms_outbound		view, create, edit, delete
Pick Tasks
wms_picking		view, create, edit, delete
Packing Sessions
wms_packing		view, create, edit, delete
Shipments
wms_shipping		view, create, edit, delete
Cycle Counts
wms_cycle_count		view, create, edit, delete
Replenishment Tasks
wms_replenishment		view, create, edit, delete
Cross-Dock Orders
wms_cross_dock		view, create, edit, delete
REST API
wms_api		view, create, edit, delete
Mobile Scanner
wms_scanner		view, create, edit
WMS Analytics
wms_analytics		view

Verify installation (checklist)

  1. Setup → Modules shows Advanced WMS as Active.
  2. Admin sidebar shows the Advanced WMS menu for an admin user.
  3. Setup → Staff → Roles lists this module's permission groups.
  4. Opening Advanced WMS → Settings loads without PHP errors.
  5. Creating one sample record succeeds and appears in the list/table.
  6. (If used) Cron-dependent features have Perfex CRM cron enabled on the server.

After install — first actions

  1. Create master data required by this module.
  2. Create one sample record and walk it through approve/complete if applicable.
  3. Train staff using the Quick Start Guide.

Related: Features · Quick Start · FAQ · Version & Changelog

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