Resellers Center 2.X For WHMCS
(→Ordering) |
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− | |style="padding: 0px 0px 0px 30px;"|✔ Generate Invoices With | + | |style="padding: 0px 0px 0px 30px;"|✔ Generate Invoices With Subclients Details |
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|style="padding: 0px 0px 15px 15px;"|'''4. In order to configure your license key you have to edit a previously renamed '' 'license.php' '' file.'''<br /> | |style="padding: 0px 0px 15px 15px;"|'''4. In order to configure your license key you have to edit a previously renamed '' 'license.php' '' file.'''<br /> | ||
− | Enter your | + | Enter your license key between quotation marks as presented on the following screen. You can find your license key at your client area → '' 'My Products' ''. |
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==Activation of Addon== | ==Activation of Addon== | ||
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− | |style="padding: 10px 0px 15px 15px;"|'''6. Now you have to activate the module in your WHMCS system.'''<br /> | + | |style="padding: 10px 0px 15px 15px;"|'''6. Now, you have to activate the module in your WHMCS system.'''<br /> |
− | Login to your WHMCS admin area. Click '' 'Setup' '' then choose '' 'Addon Modules' '' .<br /> | + | Login to your WHMCS admin area. Click '' 'Setup' '' then choose '' 'Addon Modules' ''.<br /> |
− | Afterwards find '' 'Resellers Center' '' and press Activate button. | + | Afterwards, find '' 'Resellers Center' '' and press Activate button. |
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|style="padding: 0px 0px 15px 15px;"|'''7. In next step you need to permit access to this module.'''<br /> | |style="padding: 0px 0px 15px 15px;"|'''7. In next step you need to permit access to this module.'''<br /> | ||
− | To do so choose '' 'Full Administrator' '' and press '' 'Save Changes' ''. | + | To do so, choose '' 'Full Administrator' '' and press '' 'Save Changes' ''. |
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|style="padding: 0px 0px 15px 15px;"|'''8. It is recommended to disable auto applying credit. (this step is optional)'''<br /> | |style="padding: 0px 0px 15px 15px;"|'''8. It is recommended to disable auto applying credit. (this step is optional)'''<br /> | ||
− | Otherwise, reseller's client's orders will be automatically paid using credit from reseller's | + | Otherwise, reseller's client's orders will be automatically paid using credit from reseller's account.<br /> |
− | Go to '' 'Setup' '' → '' 'General settings' '' → '' 'Invoices' '' and mark'' 'Disable Auto Credit Applying' '' checkbox.<br /> | + | Go to '' 'Setup' '' → '' 'General settings' '' → '' 'Invoices' '' and mark '' 'Disable Auto Credit Applying' '' checkbox.<br /> |
Next, press '' 'Save Changes' ''. | Next, press '' 'Save Changes' ''. | ||
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− | |style="padding: 0px 0px 20px 15px;"|'''9. Afterwards enter Resellers Center For WHMCS admin panel. For this purpose go to '' 'Addons' '' → '' 'Resellers Center' '' '''<br /> | + | |style="padding: 0px 0px 20px 15px;"|'''9. Afterwards, enter Resellers Center For WHMCS admin panel. For this purpose go to '' 'Addons' '' → '' 'Resellers Center' ''.'''<br /> |
Then click on '' 'Integration Codes' '' as shown on the screen below. | Then click on '' 'Integration Codes' '' as shown on the screen below. | ||
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− | |style="padding: 0px 0px 20px 15px;"|'''11. To check whether you have done everything successfully, log in to one of your | + | |style="padding: 0px 0px 20px 15px;"|'''11. To check whether you have done everything successfully, log in to one of your customers account and click on '' 'Contacts/Sub-Accounts' ''.''' |
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|style="padding: 10px 0px 15px 15px;"|To set up access to reseller management area for your resellers you need to create user group and assign your resellers to it.<br /> | |style="padding: 10px 0px 15px 15px;"|To set up access to reseller management area for your resellers you need to create user group and assign your resellers to it.<br /> | ||
To create it, go to '' 'Setup' '' → '' 'Client Groups' ''.<br /> | To create it, go to '' 'Setup' '' → '' 'Client Groups' ''.<br /> | ||
− | Now, enter group name, choose its color'' (optional)'' and set discount for this group'' (optional)''.<br /> | + | Now, enter group name, choose its color'' (optional)'' and set discount for this group ''(optional)''.<br /> |
Afterwards, confirm creation of this group through pressing '' 'Save Changes' ''. | Afterwards, confirm creation of this group through pressing '' 'Save Changes' ''. | ||
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===Management of Sales=== | ===Management of Sales=== | ||
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− | |style="padding: 10px 0px 15px 15px;"|At '' 'Sales' '' tab, you can view all orders made by your | + | |style="padding: 10px 0px 15px 15px;"|At '' 'Sales' '' tab, you can view all orders made by your resellers clients as well as all orders made by your resellers for their clients. |
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|style="padding: 10px 0px 15px 15px;"|To view your resellers list, open '' 'Resellers' '' tab.<br /> | |style="padding: 10px 0px 15px 15px;"|To view your resellers list, open '' 'Resellers' '' tab.<br /> | ||
− | Here you can find list of resellers with information about companies and clients group they are assigned to and links to | + | Here you can find list of resellers with information about companies and clients group they are assigned to and links to resellers accounts. |
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===Management of Contacts=== | ===Management of Contacts=== | ||
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− | |style="padding: 10px 0px 15px 15px;"|At '' 'Contacts' '' tab you can manage your | + | |style="padding: 10px 0px 15px 15px;"|At '' 'Contacts' '' tab you can manage your resellers contacts.<br /> |
Here you can enable/disable contacts, obtain more details about your customers and their contacts. | Here you can enable/disable contacts, obtain more details about your customers and their contacts. | ||
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|style="padding: 10px 0px 15px 15px;"|You can also define which email templates can be customized by your resellers.<br /> | |style="padding: 10px 0px 15px 15px;"|You can also define which email templates can be customized by your resellers.<br /> | ||
− | Simply mark/unmark checkboxes next to templates and press '' 'Save' '' | + | Simply mark/unmark checkboxes next to templates and press '' 'Save' ''. |
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Access to reseller management area are granted only to those clients, to whom product group are assigned through clients group in Resellers Center addon module.<br /> | Access to reseller management area are granted only to those clients, to whom product group are assigned through clients group in Resellers Center addon module.<br /> | ||
At reseller area you can customize email templates, find links to order carts, set company name, set your own domain instead of prepared links and upload custom logo.<br /> | At reseller area you can customize email templates, find links to order carts, set company name, set your own domain instead of prepared links and upload custom logo.<br /> | ||
− | '''Important: It is | + | '''Important: It is recommended to not use credits when you have subclients. Otherwise their orders will be paid from your credit balance.'''<br /> |
'''You can also ask administrator to disable auto applying credit at '' 'Setup' '' → '' 'General settings' '' → '' 'Invoices' ''.''' | '''You can also ask administrator to disable auto applying credit at '' 'Setup' '' → '' 'General settings' '' → '' 'Invoices' ''.''' | ||
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|style="padding: 0px 0px 15px 15px;"|To use your own domain, enter its name here and press '' 'Save Changes' ''.<br /> | |style="padding: 0px 0px 15px 15px;"|To use your own domain, enter its name here and press '' 'Save Changes' ''.<br /> | ||
− | Afterwards, create CNAME record in DNS settings. For example, your domain is '''reseller.com''' and | + | Afterwards, create CNAME record in DNS settings. For example, your domain is '''reseller.com''' and WHMCS used by you is '''whmcs.domain.com'''.<br /> |
In this situation, your CNAME will be ''' 'reseller.com. CNAME whmcs.domain.com.' '''. | In this situation, your CNAME will be ''' 'reseller.com. CNAME whmcs.domain.com.' '''. | ||
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==Ordering== | ==Ordering== | ||
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− | |style="padding: 10px 0px 30px 15px;"|There are three ways to add product to | + | |style="padding: 10px 0px 30px 15px;"|There are three ways to add product to subclients account, we will show all of them below. |
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===Assign Product by Reseller=== | ===Assign Product by Reseller=== | ||
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|style="padding: 10px 0px 15px 15px;"|Your reseller's contacts can view order form with product group assigned to their reseller.<br /> | |style="padding: 10px 0px 15px 15px;"|Your reseller's contacts can view order form with product group assigned to their reseller.<br /> | ||
− | Therefore your | + | Therefore your reselle's contact can make orders by their selfs using order forms in their client area. |
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− | |style="padding: 0px 0px 20px 15px;"|On the screen below you can see ticket created by | + | |style="padding: 0px 0px 20px 15px;"|On the screen below you can see ticket created by resellers contact in reseller's client area. |
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|style="padding: 0px 0px 30px 15px;"|2. '' 'Reseller's Management Area' '' button is added to client area home page by variable '' '$addons_html' ''.<br /> | |style="padding: 0px 0px 30px 15px;"|2. '' 'Reseller's Management Area' '' button is added to client area home page by variable '' '$addons_html' ''.<br /> | ||
− | That can be | + | That can be omitted in some templates, but you can add it at custom, better place for your template.<br /> |
URL to '' 'Reseller's Management Area' '' is '' 'index.php?m=mg_resellers&modpage=management&modsubpage=management' ''. | URL to '' 'Reseller's Management Area' '' is '' 'index.php?m=mg_resellers&modpage=management&modsubpage=management' ''. | ||
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Revision as of 13:34, 31 January 2014
Contents |
About Resellers For WHMCS
Resellers Center For WHMCS is a module that allows your resellers to manage their own customers and their orders through WHMCS! Owing to our product, subclients through your resellers, can easily order services directly from you. |
- Features:
✔ Reseller's Branding Area (CNAME, Template, Logo) |
✔ Set Up Contacts As Subclients (By Admin Or Client) |
✔ Complete Management Of Clients And Subclients From Admin Panel |
✔ Choose Subclient When Placing New Order |
✔ Assign Existing Products/Services/Domains To Subclient |
✔ Generate Invoices With Subclients Details |
✔ Subclients Can List And Manage Assigned Products/Services/Domains/Invoices |
✔ Subclients Can Create and Manage Tickets |
✔ Subclients Can Receive Emails Related To Their Assigned Products/Services/Domains/Tickets/Invoices |
✔ Override Registrar Contact Details (When Registering Domain) |
✔ Assign Specific Product Groups To Specific Client Groups |
✔ Edit Email Templates By Resellers For Their Subclients |
✔ Add Subclient During Order Creation In Reseller's Area |
✔ First Level Of Support For Subclients |
✔ View Information About Subclients Assigned To The Product In The Resellers Client Area |
✔ View Resellers List |
✔ View Resellers Sales |
✔ Information Highlighted In Green Or Red About Integration Codes Status |
✔ VIES And EU VAT For Subclients Will Remove The Tax (EU Companies Only) |
- Additionally:
✔ Multi-Language Support |
✔ Supports WHMCS V5 and Later |
Installation
Installation of Resellers Center For WHMCS requires a few simple modifications of template files. No worries, we will guide you step by step through the entire installation process. |
Installation
1. Log in to your client area and download Resellers Center For WHMCS Module. |
File:R1.png |
2. Upload and extract the module into the main WHMCS directory. Files in your WHMCS directory should look like this. |
File:R2.png |
3. When you install Resellers Center module for the first time you have to rename 'license_RENAME.php' file. File is located at 'modules/addons/mg_resellers/license_RENAME.php' . Rename it from 'license_RENAME.php' to 'license.php' . |
File:R3.png |
4. 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 at your client area → 'My Products' . |
File:R4.png |
5. Next step is setting permission to 'resellers_logos' directory. Directory is located at 'your_whmcs/modules/addons/mg_resellers/' . |
File:R4 1.png |
Activation of Addon
6. Now, you have to activate the module in your WHMCS system. Login to your WHMCS admin area. Click 'Setup' then choose 'Addon Modules' . |
File:R5.png |
7. In next step you need to permit access to this module. To do so, choose 'Full Administrator' and press 'Save Changes' . |
File:R6.png |
8. It is recommended to disable auto applying credit. (this step is optional) Otherwise, reseller's client's orders will be automatically paid using credit from reseller's account. |
File:R6 1.png |
9. Afterwards, enter Resellers Center For WHMCS admin panel. For this purpose go to 'Addons' → 'Resellers Center' . Then click on 'Integration Codes' as shown on the screen below. |
File:R7.png |
10. Backup your WHMCS template files and follow the instructions in 'Integration Codes' tab. |
File:R8.png |
11. To check whether you have done everything successfully, log in to one of your customers account and click on 'Contacts/Sub-Accounts' . |
File:R9.png |
12. If you can see a screen with a similar information, that means everything went according to plan and your module is ready for action! Remember to check marked checkboxes, they will enable client area for subclient, allow him to see invoice for his products and enable Reseller module for his account. |
File:R10.png |
Management and Configuration
Management of Resellers Center For WHMCS is very convenient. You can supervise everything from your Resellers Center addon module. What is more, handling of the module for both your resellers and their own customers is very simple and do not cause any problems. |
Module Configuration
Configuration of the module is very intuitive and consists of selecting items which customers of your resellers will be able to access. |
File:R11.png |
Configuration
At 'Configuration' tab you can set basic settings of Reseller module. 1. Setting access for subclients to specific parts of WHMCS client area functionality. |
File:R12.png |
Reseller Management Area
To set up access to reseller management area for your resellers you need to create user group and assign your resellers to it. To create it, go to 'Setup' → 'Client Groups' . |
File:R13.png |
Go back to your Reseller addon → 'Configuration' tab. As you can see, client group is visible here. Select product groups to set is available for your reseller's clients. |
File:R14.png |
Now, you have to add your resellers to previously created group to enable client group settings to them. Go to reseller profile and select client group from a dropdown menu. |
File:R15.png |
Management of Sales
At 'Sales' tab, you can view all orders made by your resellers clients as well as all orders made by your resellers for their clients. |
File:R15 1.png |
Management of Resellers
To view your resellers list, open 'Resellers' tab. Here you can find list of resellers with information about companies and clients group they are assigned to and links to resellers accounts. |
File:R16.png |
Management of Contacts
At 'Contacts' tab you can manage your resellers contacts. Here you can enable/disable contacts, obtain more details about your customers and their contacts. |
File:R18.png |
Click on 'Contact Name' to obtain more information about contact's products/services and domains. You can also modify the contact. |
File:R19.png |
As you can see, all products, services and domains assigned to reseller account are visible here. Items assigned to your reseller contact are highlighted in blue, items assigned to other contacts of reseller are gray, products assigned to reseller are black. |
File:R19 1.png |
To obtain more information about contact, simply click on 'Contact Email' . From here you can manage the contact and modify the permissions. |
File:R20.png |
If you would like to view the information of your customer, simply click on 'Client' or 'Contact Email' . |
File:R20 1.png |
Email Templates
You can also define which email templates can be customized by your resellers. Simply mark/unmark checkboxes next to templates and press 'Save' . |
File:R21.png |
Reseller Management Area
At client area your can add new subclients and manage reseller area. Access to reseller management area are granted only to those clients, to whom product group are assigned through clients group in Resellers Center addon module. |
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Email Templates
To edit email templates used in emails sent to your clients, press on 'Email Templates' button. |
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Afterwards, press on email templates you want to edit. |
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Finally, edit email template to fit your needs and press 'Save' button. |
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Advanced Links
By pressing 'Advanced Links' you can display direct links to product and product groups. They can be used at your reseller website (if used) or delivered directly to your subclients. |
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Branding
Enter your company name used in email templates here and press 'Save Changes' . |
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To use your own domain, enter its name here and press 'Save Changes' . Afterwards, create CNAME record in DNS settings. For example, your domain is reseller.com and WHMCS used by you is whmcs.domain.com. |
File:R28.png |
To upload logo, simply press on 'Edit' button, afterwards on 'Upload' button, choose logo and save it. |
File:R29.png |
You can also view uploaded logo, this can be done through clicking 'preview' as shown on the screen below. |
File:R29 1.png |
Ordering
There are three ways to add product to subclients account, we will show all of them below. |
Assign Product by Reseller
Your resellers can place orders for their own customers as if the orders were for themselves. The only difference is that they need to choose a contact from a 'Subclient' dropdown menu. And that's all! |
File:R30.png |
If the option is not unchecked, both your reseller and his customer will receive order confirmation email. Afterwards, when subclient will log in to WHMCS, he will be able to view and manage previously ordered products. |
File:R31.png |
Access Order Through Link
Your resellers can provide their subclients with link to product or product group. To do so, resellers need access to 'Reseller's Management Area' , you can set it up here. |
File:R32.png |
Access Order From Client Area
Your reseller's contacts can view order form with product group assigned to their reseller. Therefore your reselle's contact can make orders by their selfs using order forms in their client area. |
File:R33.png |
Tickets Management
If you enabled support tickets in your addon, your resellers can reply and forward tickets created by their subclients. It is only available for tickets department set in Resellers Center addon. |
File:R34.png |
On the screen below you can see ticket created by resellers contact in reseller's client area. |
File:R35.png |
Tips
1. You can create hidden product group visible only for resellers and their clients. To do so, create hidden product groups with product available for resell. |
2. 'Reseller's Management Area' button is added to client area home page by variable '$addons_html' . That can be omitted in some templates, but you can add it at custom, better place for your template. |
Common Problems
1. When you have problems with connection, check whether your SELinux or firewall is not blocking ports. |
2. When you use https on main WHMCS and your reseller passes non-https domain, his subclient will see warning message from browser that certificate does not match. |