Discount Center For WHMCS

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Contents

About Discount Center For WHMCS

Discount Center For WHMCS module allows you to set up discounts for products ordered in a defined combination or amount,
configure dependencies between discounts bundles and rules according to which products are counted in a cart and discounts applied.
The module also allows you to exclude some groups of clients from being charged with discounts or promote only new clients!
  • Admin Area Features:
✔ Create Multiple Discounts For Products, Domains And Product Addons
✔ Create Multiple Quantity Discounts With Several Thresholds For Products, Domains And Product Addons
✔ View Discounts Summary
✔ View Discounts Logs
  • Client Area Features:
✔ View Before And After Discount Item Prices
✔ Build Your Own Discounted Product Bundle
  • Discount Features:
✔ Define Items To Apply Discount To
✔ Define Promotional Item Discounts Per Billing Cycle
✔ Define Items Required In Cart To Apply Discount
✔ Define Items Required To Be Owned By Client To Apply Discount
✔ Define Clients To Whom Discount Should Be Applied:
✔ All Clients and Guests
✔ New Clients
✔ Chosen Clients And Client Groups
✔ Define If Discount Should Be Applied One Time Or Recurring
✔ Define Time Period For Recurring Discount
✔ Define Discount Validity Period
  • Quantity Discount Features:
✔ Define Multiple Promotion Thresholds And Discount Values
✔ Define Items To Be Summed Up And Compared With Thresholds
✔ Define Items Required To Be Owned By Client To Apply Discount
✔ Define Items To Which Discount Should Be Applied:
✔ Required Items Only
✔ More Expensive Than Specified Value
✔ Less Expensive Than Specified Value
✔ Chosen Items
✔ Define Clients To Which Discount Should Be Applied:
✔ All Clients and Guests
✔ New Clients
✔ Chosen Clients And Client Groups
✔ Define If Discount Should Be Applied One Time Or Recurring
✔ Define Time Period For Recurring Discount
✔ Define If Products With 'Allow Multiple Quantities' Should Be Supported
✔ Define If Discount Should Be Applied Along With Promotion Code
✔ Define Discount Validity Period
  • General Info:
✔ Recognize Unlogged Client Identity To Assign Discount Accordingly
✔ Multi-Language Support
✔ Supports PHP 5.3 Up To PHP 7
✔ Supports WHMCS Templates Five and Six
✔ Supports WHMCS V6 an V7

Installation

This tutorial will show you how to successfully install and configure Discount Center For WHMCS.

We will guide you step by step through the whole installation and configuration process.

1. Log in to your client area and download Discount Center For WHMCS.
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2. Upload and extract the module into the main WHMCS directory.

Files in your WHMCS directory should look like on the following screen.

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3. When you install QuickBooks for the first time you have to rename 'license_RENAME.php' file.

File is located in 'modules/addons/discount_center/license_RENAME.php'. Rename it from 'license_RENAME.php' to 'license.php'.

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4. In order to configure your license key, you have to edit the previously renamed 'license.php' file.

Enter your license key between quotation marks as presented on the following screen. You can find your license key in your client area → 'My Products'.

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5. Now you have to activate the module in your WHMCS system.

Log in to your WHMCS admin area. Go to 'Setup' 'Addon Modules'. Afterwards, find 'Discount Center' and press 'Activate' button.

DC 5.png
6. In the next step you need to permit access to this module.

To do so, click on 'Configure' button, check required group of administrators and press 'Save Changes'.

DC 6.png
7. You have just successfully installed Discount Center For WHMCS!

You can access your module under 'Addons' 'Discount Center'.

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Configuration and Management

Discount Center For WHMCS has been created to help you vary your offer with personalized discounts that can be applied to chosen products and/or clients.
Configure advanced activation rules to make your offer the most attractive and competitive.

Configure Discounts

In order to configure your module properly, proceed to 'Addons' 'Discount Center' and start with setting up rules to offer attractive prices to your clients.

Standard Discounts

To start, move to 'Discounts' section. There, press 'Add New' button.
DC1 9.png
You are moved to 'General' information page of the currently composed discount. Here you have to fill out the form to configure the rule.

Select the box to enable the discount, it will be put into practice immediately on creation. You may also configure this option under 'Settings' .
Name the discount and, the most importantly, declare promotional and required products.

DC1 10.png
'Apply Promotion To' - there can be products from your offer, addons and domains. According to a specified rule, pointed here items' price will be adequately changed.

Note: You must select at least one promotional product to be allowed to move to the next step.

DC1 11.png
Below, you can specify a list of 'Products Required In Cart' that a client must also have in the cart to be entitled to get the discount for promotional products.
Among them, there can be again products, addons and domains. In case a client does not have all of the required products in the cart, the discount won't be applied.
Surely, you may leave these part blank if you do not demand any other products to be purchased at the time.

Additionally, you may add any items into 'Required Active Products' - a client must already own and have them active. Only then the discount can be applied.
All of the chosen here products are required. Please note that only active products are taken into consideration.
Press 'Next' to continue.

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Product Discounts

Under 'Product Discounts' you have to set up discount rates for every product's pricing. To do so press the plus button as marked on the screen.
DC1 13.png
Enter the discount value and select its type.
It can be either percentage that will be counted from the price or a fixed amount by which the final price and/or setup fee will be reduced.
In case you are using more than one currency, you may quickly copy the rule to all available currencies to save the time.

Press 'Next' when ready.

DC1 14.png

Activation Rules

Finally, you are moved to activation rules. Here you may decide which of your clients should be entitled to purchase products with a discount.
You may grant it to:
  • All - all of your clients and guests
  • Offer it to new clients only. Move to 'Addons' → 'Discount Center' → 'Settings' section to define which of your clients shall be considered 'new'.
  • Chosen clients only: enumerate specific clients or enter clients group name. All clients from this group will be given a discount.

Recurring Discounts - enable discount for recurring orders. If you do not select this option, then discount will be applied only once with the first payment.
If this option is enabled, you also have to define the number of months that the discount will be applied to the invoice.

Finally, you may define the Validity Period.
If selected, you have to point the starting and ending date of the promotion. This option is especially helpful when setting up sales like Cyber Monday or Black Friday.
It is usually clearly stated how long such sale shall last.

Press 'Save Changes' to confirm creation of the new discount.

DC1 15.png
All available discounts are now visible, with their name, status and number of assigned products/domains/addons.
You may always change the status to disabled/enabled, check starting and ending dates of the promotion and edit the discount or delete it.
Use action buttons to do so.
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Quantity Discounts

'Quantity Discounts' - offer different price depending on the number of products added into the cart. Press 'Add New' to begin.
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In 'General' section you have to name the new discount rule, enable (if you want to apply it immediately on creation) and select required and required client products.
  • Specified Products In Cart - select products/domains/addons which you expect to be in the cart.
    The sum of these items is compared with the set up later on thresholds to apply an adequate discount.

Please note that items added into these fields are not required.

  • Required Active Products - only if the client already owns pointed here items, the discount can be applied.
    Please note that the products must be active!

Please note that items added into these fields are required.

DC1 17.png
Under 'Quantity Discount' you have to decide when the discount will be applicable.
  • If Price Is Higher Than - declare the price limit and only more expensive of the products than the limit here will be charged with the discount
  • If Price Is Lower Than - declare the maximum price limit and only cheaper products than the limit declared here will be charged with the discount
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  • Promotional Products - list items that the discount can be applied to (products/addons/domains)
DC1 18 1.png
  • All Specified Products - every product that is on the list of specified (see previous point) will be charged with the discount

In this section you also have to set up 'Thresholds'.
These are the minimum numbers of products, that must fulfill the above application rule, and that must be in the cart of a single order.
Specify a percentage discount for the threshold, you can set up more than one. Press '+' button to add more possibilities.
When ready, press 'Next' to continue.

DC1 19.png
Finally, you are moved to 'Activation Rules'.

Here, you may decide which of your clients the discount should be entitled to purchase products with a discount.
You may grant it to all of your clients and guests, offer it to new clients only or manually select desired usernames.
It is also possible to enter client groups names here and offer discounts to bundles of clients.
Other options:

  • 'Recurring Discounts' - discount is applied to following payments as well
  • 'Multiple Quantity' - apply the discount to more than one product
  • 'Promotion Code' - decide if you want to disable the discount if promotion code is used
  • 'Validity Period' - set up time frames

You can read more about these options and their functions here
Press 'Save Changes' to confirm creation of the new discount.

DC1 20.png
All available quantity discounts are now visible, with their name and status. You may always change the status to disabled/enabled, edit the discount or delete it.
Use action buttons marked on the screen below to do so.
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Additional Options

Settings

Under 'Settings' tab you must define a few useful options.
  • New Client Status - Number Of Days - set up the number of days a client will be considered 'New'.

Such information is necessary when you select 'New - give promotion to new clients only' option as 'Activation Rule' for any of your set up discounts.
If you enter for example 14, then, if this option is selected for any of the discounts, clients with accounts not older than 14 days can have the discount applied.

  • Hide Guide here if you are already familiar with its content or unselect to read it again.
  • Autoapply Discounts - if checked, all newly created discounts will be enabled. You may change the status of a single discount manually.
  • Order Form - define an order form if you are using a custom one
DC 19.png

Integration Code

There are two available variables that can be inserted into the order form template.
These are:
  1. {$dc_product_price} - Variable that allows a full product price to be displayed
  2. {$dc_product_discount_price} - Variable displaying discount product price.
  3. {$dc_product_setup_price} - Variable displaying full setup price.
  4. {$dc_product_setup_discount_price} - Variable displaying discount setup price.
  5. {$dc_addon_prices[$addon.name]} - Variable that allows a full addon price to be visible
  6. {$dc_total_discount_price} - Variable displaying total discount product price.

Open the order form you are currently using, for example 'Modern', find 'ordersummary.tpl' file and enter the above variables as shown below:

<tr><td>{$producttotals.productinfo.name}</td><td class="text-right"> VARIABLE ONE {$producttotals.pricing.baseprice}</td></tr>
<tr><td>+ {$addon.name}</td><td class="text-right"> VARIABLE FIVE </span>{/if} {$addon.recurring}</td></tr>

Please note that the below screen is just an example of variable usage, you may simply enter pure variable without any styles or change them according to your needs.
Be careful when you change the code snippets. If you are not sure how to change it, then consult it firstly with a professional.

DC1 23.png
If entered correctly, your order summary will include the discounts applied, with the new price counted and the final price visible in the order summary.
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Logs

In 'Logs' tab there are enumerated information on any orders that discounts were applied to. Invoice number, discount ID and value.
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Clear all the entries or delete only some of them. Use buttons marked on the screen above.

Dashboard

On the dashboard you can find 'Summary' table with detailed statistics on applied discounts with the most frequently used ones and the highest amount granted.
Next to 'Summary' table, a chart can be found with number of discounts applied per specified period of time. You can display the chart per week, month or a year.
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Documentation

The very last tab 'Documentation' once clicked will redirect you to the article you are currently reading!

Tips

1. If a client adds to the cart a product that can have more than one discount applied, then a higher discount is applied on the invoice.

Common Problems

1. When you have problems with connection, check whether your SELinux or firewall does not block ports.
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