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Distributors & Wholesalers Management — How to Install

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How to Install — Distributors & Wholesalers Management

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

Complete distributors and wholesalers management — brands, products, warehouses, inventory, sales orders, and reports.

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 distributors_wholesalers.

Step-by-step installation

  1. Upload the distributors_wholesalers 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 Distributors & Wholesalers Management 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 Distributors & Wholesalers Management → Settings and save defaults.

Install notes from README

Installation

  1. Upload distributors_wholesalers to modules/
  2. Go to Setup → Modules and activate Distributors & Wholesalers Management
  3. Assign staff permissions under Setup → Staff → Permissions
  4. Optional: load demo data from Distributors & Wholesalers → Settings
  5. Optional: enable Demand Planning / Mobile SFA and open Distributors → Integrations for deep links

Installation

  1. Upload distributors_wholesalers to modules/
  2. Setup → Modules → activate Distributors & Wholesalers Management
  3. Assign permissions under Setup → Staff → Permissions
  4. Optional: Distributors & Wholesalers → Settings → Load Demo Data

No core Perfex CRM files are modified.

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Uninstall

Setup → Modules → Uninstall removes all dw_* tables, module options, and upload directories under uploads/distributors_wholesalers/.

Perfex CRM clients and items created as distributors/products are preserved.

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Installation

  1. Upload distributors_wholesalers to modules/
  2. Setup → Modules → activate Distributors & Wholesalers Management
  3. Assign permissions under Setup → Staff → Permissions
  4. Optional: Distributors & Wholesalers → Settings → Load Demo Data

No core Perfex CRM files are modified.

---

Uninstall

Setup → Modules → Uninstall removes all dw_* tables, module options, and upload directories under uploads/distributors_wholesalers/.

Perfex CRM clients and items created as distributors/products are preserved.

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After activation — configuration checklist

  1. Go to Setup → Modules and activate Distributors & Wholesalers Management.
  2. If prompted, click Upgrade Database or reload admin — migrations run automatically.
  3. Assign permissions under Setup → Staff → Roles.
  4. Open the module menu and configure settings.
  5. Perfex CRM 3.0+
  6. PHP 7.4+ (8.1+ recommended)
  7. MySQL 5.7+ / MariaDB 10.3+ (InnoDB)
  8. PHP extensions: mysqli, json, mbstring, curl, fileinfo

Official documentation — Installation

Installation

  1. Upload the distributors_wholesalers folder to modules/ in your Perfex CRM installation.
  2. Go to Setup → Modules and activate Distributors & Wholesalers Management.
  3. If prompted, click Upgrade Database or reload admin — migrations run automatically.
  4. Assign permissions under Setup → Staff → Roles.
  5. Open the module menu and configure settings.

No core CRM files are modified. All tables and options are created on activation.

Requirements

  • Perfex CRM 3.0+
  • PHP 7.4+ (8.1+ recommended)
  • MySQL 5.7+ / MariaDB 10.3+ (InnoDB)
  • PHP extensions: mysqli, json, mbstring, curl, fileinfo

Verify installation (checklist)

  1. Setup → Modules shows Distributors & Wholesalers Management as Active.
  2. Admin sidebar shows the Distributors & Wholesalers Management menu for an admin user.
  3. Setup → Staff → Roles lists this module's permission groups.
  4. Opening Distributors & Wholesalers Management → 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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