How to track offline buyers?

Question

Bitrix24

We have a store, we have an online store. CRM Bitrix 24.

Please tell me how we can track offline sales? Those. if a person left a request on the site, got into CRM, and then came to the store and bought the product offline, how do we connect them?

Loyalty by phone number comes to mind, are there any solutions to connect the checkout and Bitrix 24?

Answer 1

Depends on the cash register, look at the marketplace, maybe you will find something. But most likely there will be a mechanic: store -> 1s -> b24.
If you don’t do it quite automatically, and it should be so for good, then after creating an order in the online store, it should not hang in your “pending payment” status until the winning one, you need to contact the client to clarify whether the order will pay or not, and there are already several development options: "changed my mind", "bought offline", "didn't like the price", etc.

Answer 2

how can we track offline sales?

No way.
There are no tools to compare an abstract user with an abstract user and say that this is the same person without using common features.
If you don't use something to make a contract before selling, then you don't have that data, so look for workarounds to get what you want in another way.
For example:
- User Ilya suggested a good scheme with a mark of completed transactions. You can always add the "Bought offline" item.
I will add: only later it will be possible to conduct a "research" and try to understand that a transaction with the status "bought offline" and "order in an offline store" is the same order if the product line or sections are similar. AI to help you.
Perhaps you enter into an agreement or have a loyalty program and then you can "collapse" orders, but remember that not always if the user placed an order online and came to buy offline, this is the same order. For example, I want to buy 100 X items and 50 Y items, but I'm not sure if they will fit me. I go to the store and buy 1 product X and 1 product Y to check at work that everything is OK and only then place an order.
This I mean that you need to take into account the industry in which you work.