PBJ Orders
Forms, products, a cart and orders inside PBJ CRM. One add-on, no separate shop plugin.
A business that runs on PBJ CRM usually still sells through something else, and the orders end up in one place while the customers sit in another. PBJ Orders puts the shop where the customers already are: every order lands in the CRM’s Orders tab, next to Money, on the right customer.
$25 one-time per major version · Requires PBJ CRM 8.19+ ($50) · One key covers 3 sites
Pay once. Keep your orders with your customers.
$25, once
One payment per major version. Every update in that version is free.
Uses the payments you already set up
If PBJ Invoicing already takes Square or Stripe payments, checkout uses that same connection. Buyers pay on Square’s or Stripe’s own secure page.
Prices come from your records
The amount is always read from your product on the server. A price changed in the browser is ignored.
Requires PBJ CRM 8.19 or newer.
What it does
Forms that stay forms
Contact, request and sign-up forms with a thank-you message or redirect, an admin email and a submissions screen with spam tools.
Products like a real shop
Simple products and products with options such as size or colour, each with its own price, SKU, stock and picture. Sale prices, stock counts, categories and a gallery.
Purchase now or Add to cart
Each product chooses. The cart shows the basket and checkout together, with shipping, tax, coupons and a pay button that states the amount.
Orders you can run a business from
Your own order numbers, statuses, private and customer notes, full or partial refunds with restocking, and the order emails buyers expect.
Inventory
Every product and option with its stock and low-stock level, and a stock history of every movement: orders, refunds, deliveries, corrections and returns.
Square, Stripe and PayPal
Pay through the Square or Stripe connection PBJ Invoicing already uses, or connect a gateway once in PBJ CRM Connected accounts.
How it fits PBJ CRM
PBJ Orders is a module, not a standalone product. It adds an Orders tab to the CRM portal, directly right of Money, with Orders, Forms, Inventory and Shop settings. Each buyer is matched to a CRM contact, every order becomes one Help Desk ticket when PBJ Helpdesk is installed, paid orders and refunds post to PBJ Ledger, Insights gains Order sales and Inventory levels reports, and clients see My orders in their portal.
Moving over from PBJ Forms+? A one-time import copies your forms, products, orders and settings, and your existing shortcodes keep working.
Set it up
- Install PBJ CRM 8.19 or newer.
- Upload and activate PBJ Orders, then enter your license key in its Setup screen.
- Open Orders › Shop settings in the CRM and follow the five steps: store basics, payments, cart, tax and shipping, order emails.
- Already taking payments in PBJ Invoicing? Payments reads Connected in PBJ Invoicing and there is nothing else to set up.
Works with
Buy PBJ Orders
$25 one-time per major version Includes a license key for 3 sites, instant download, and free updates within this major version. Requires PBJ CRM 8.19 or newer.
PBJ Orders — $25 Purchase
A future major version is a separate purchase if you want it. Your copy keeps working either way.