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Product Cross-Selling For WHMCS

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About Product Cross-Selling For WHMCS

Product Cross-Selling For WHMCS will allow you to manage related and recommended products that will be displayed for your clients based on the items in a shopping cart.

The module will let you define the cross-selling rules and customize such details as description or image of each promoted service.
Upon the integration with Discount Center For WHMCS, clients will be supplied not only with personalized product suggestions, but also exclusive bargains.

  • Addon Features
✔ Add Related/Recommended Products Based On Items In Cart:
✔ Manage Displaying Priorities
✔ Overwrite Product Tile Background/Image/Description
✔ Toggle Status
✔ Configure Product Tile Details:
✔ Set Background Color
✔ Upload Image
✔ Set Short Description
✔ Toggle Status
✔ View Logs Of Added To Cart Related/Recommended Products
  • Client Area Features
✔ View Related/Recommended Products Tiles Based On Items In Cart
✔ Use One-click To Add Related/Recommended Products To Cart
✔ Move Between Multiple Related/Recommended Products Using Tiles Slider
✔ Display Labels Of Discounted Products On Tiles - Requires Discount Center For WHMCS (read more)
  • General Info:
✔ Integrated With Discount Center For WHMCS - Create And Manage Discounts In Fully Automatic Manner (read more)
✔ Supports Default And Custom Order Forms
✔ Multi-Language Support
✔ Supports PHP 7.1 Up To PHP 7.3
✔ Supports WHMCS Template Six, Allure And Lagom
✔ Supports WHMCS V7.6 And Later
✔ Easy Module Upgrade To Open Source Version

Installation

This tutorial will show you how to successfully install and configure Product Cross-Selling For WHMCS.

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

1. Log in to our client area and download the module.
PCS 1.png
2. Upload and extract the extension into the main WHMCS directory.

Extracted files in your WHMCS directory should look like this:

PCS 2.png
4. When you install Product Cross-Selling For WHMCS for the first time you have to rename 'license_RENAME.php' file.

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

PCS 2 1.png
5. In order to configure your license key, you have to edit a 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 our client area → 'My Products'.

PCS 3.png
6. In the next step, set up the 'storage' folder as recursively writable.

This folder is available at 'yourWHMCS/modules/addons/ProductCrossSelling/'.

PCS 3 1.png
7. 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 'Product Cross-Selling' and press 'Activate' button.

PCS 4.png
8. In the next step you need to permit access to this module.

To do so click on 'Configure' button, tick 'Full Administrator' and press 'Save Changes'.

PCS 5.png
9. You have just successfully installed Product Cross-Selling!

You can access your module at 'Addons' 'Product Cross-Selling'.

PCS 6.png

Configuration and Management

Product Cross-Selling For WHMCS allows you to define cross-selling rules and offer suggested products to the ordered services.

Let us now take you through the configuration process at the end of which your module will be ready to work!

Addon Configuration

Products

Products page includes a list of all products and services from your WHMCS.
By default, each product is disabled for cross-selling and awaits quick and easy configuration. Begin the configuration by pressing the 'Edit Product Details' button.
PCS 7.png
Now, specify the product details:
  • Select Background Color to attract the client attention
  • Add Image that will be displayed on this product's customized tail (required)
    Note: It is advised to upload square-shaped images to avoid their deformation. Accepted image formats: '.gif .png .jpg .jpeg'.
  • Change the Status to enabled to allow showing this product as suggested in the client area
  • Provide a short Description of the product, it will let the client get the gist of its usage and purpose

Press 'Confirm' when ready.

PCS 8.png
Once confirmed, you may move again to the product details to see the image preview and alter it or its background if necessary.
PCS 8 1.png
In this way, enable and configure as many products as you wish.
Then, move to the 'Cross-Selling Details' configuration of an active product.
PCS 9.png

Cross-Selling Details

In product Cross-Selling Details section you will find two separate tables. One dedicated to 'Related Products' and the other dedicated to 'Recommended Products'.
Both of them are configured in the very same way. To start, simply press the button 'Add Related Product'.
PCS 10.png
Related Products
If you have already configured and enabled any of the main products in the previous step, you may now proceed to adding items to the list of 'Related Products'.
  • Set status to enabled (you may disable it at any time)
  • Select a product from the list of available ones
    Note: Products which require a domain cannot be defined as related and are not available on the list of products to choose from.
    It is a temporary limit, a solution will be implemented in the nearest version of the module.
  • Define the product priority, the higher the number the higher the priority level and higher position on the list of suggested products in the client area cross-selling section
  • You can now change the default image of the product. It will be used only when this very item is displayed as related
  • The same way change the product description if you wish

'Confirm' the action when ready.

PCS 11.png
Repeat this step and add as many items to the 'Related Products' section of this one product as you need.
PCS 11 1.png
Recommended Products
As mentioned previously, recommended products are added and configured in the very same way as related products.
PCS 12.png
Set up the item details:
  • Set status to enabled (you may disable it at any time)
  • Select a product from the list of available ones
    Note: Products which require a domain cannot be defined as recommended and are not available on the list of products to choose from.
    It is a temporary limit, a solution will be implemented in the nearest version of the module.
  • Define the product priority, the higher the number the higher the priority level and higher position on the list of recommended products in the client area cross-selling section
  • You can now change the default image of the product. It will be used only when this item is displayed as recommended
  • The same way change the product description if you wish

'Confirm' the action when ready.

PCS 13.png
Repeat this step and add as many items to the 'Recommended Products' section of this one product as you need.
Allowed actions on related and recommended items:
  1. Priority Up - change the priority level to one point higher (if applicable)
  2. Priority Down - change the priority level to one point lower (if applicable)
  3. Edit Product Details - alter the item tail details
  4. Delete Product - remove this item from the list
PCS 14.png
Use mass action buttons to quickly change the status of numerous products or delete them from the list in bulk.

Note: The same actions are valid for both related and recommended products.

PCS 15.png

Module Logs

In 'Logs' section you may preview a full list of clients' actions of adding to a cart any related or recommended products.

Use action buttons to delete single log entries.

PCS 16.png

Client Area

Here is a list of all order forms that can be used with Product Cross-Selling module to suggest products:
  • Standard Cart
  • Boxes
  • Modern
  • Cloud Silver
  • Universal Slider
  • Premium Comparison
  • Pure Comparison
  • Supreme Comparison
  • Lagom


Related and recommended products appear instantly after adding a single product into the cart.
Take a look at the suggested products, compare prices and select the ones that seem the most attractive to you.
Press the 'Order' button directly on the tile to add the selected product to the cart.

PCS 17.png
After adding a new product, the list of related and recommended products is updated adequately to the content of the cart.

The priority of displaying new suggested products depends on the order of items added into the cart.
Products suggested to the last item in the cart will be displayed at the top, then suggestions for the last but one item will appear, and so on.

Review them again searching for interesting bargains.

Important: Visible on the tiles and in the order summary discounted prices are triggered by Discount Center For WHMCS module.
Integrate the two modules to enjoy full potential of Product Cross-Selling For WHMCS!

PCS 18.png

Tips

1. It is advised to suggest products that do not require any additional configuration when adding to cart (e.g. additional fields, configurable options, domains, MarketConnect services etc.)
Keep in mind that this is a temporary limitation and will be solved in the future versions of the module.
2. Products of Server/VPS type when added to the cart from the list of related or recommended cannot be instantly configured.
Press 'Edit' to configure the ordered product.
3. In case a related/recommended product has various billing cycles, the shortest billing cycle is offered for clients in the suggestion box.

Update Instructions

Essential guidance through the process of updating the module is offered here.

Keep in mind there is a quick and easy option in our client area that will let you upgrade the license of your module to an open source version at any time - and at a lower price!
To take advantage of it, simply use the License Upgrade button located on the product's page and a discounted invoice will be generated automatically.

Common Problems

1. When you have problems with connection, check whether your SELinux or firewall does not block ports.
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Product Cross-Selling For WHMCS