Latest revision as of 14:21, 18 September 2024

[edit] 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 And Product Addons Based On Items In Cart:

✔ Manage Displaying Priorities

✔ Overwrite Product Tile Background/Image/Description

✔ Toggle Status

✔ Configure Product And Product Addon Tile Details:

✔ Set Background Color

✔ Upload Image

✔ Set Short Description

✔ Set Minimum Number Of Recommended/Related Products

✔ Choose Custom Label

✔ Toggle Status

✔ Add Multiple Language Translations To Product Short Description

✔ Add And Customize Labels Displayed On Item Tiles:

✔ Provide Label Header And Text

✔ Set Color of Label Background/Header/Text

✔ Define Number Of Tiles To Display At Once Depending On Screen Size

✔ Define Items Limit That Can Be Displayed

✔ Enable Popup Confirmation After Adding Item To Cart

✔ View Logs Of Related/Recommended Items Added To Cart

Client Area Features

✔ View Related/Recommended Products And Product Addons Tiles Based On Items In Cart

✔ Use One-click To Add Related/Recommended Items To Cart

✔ Move Between Multiple Related/Recommended Items Using Tiles Slider

✔ Display Custom Labels On Tiles

✔ Display Discounted Products And Addons Labels On Tiles - Requires Discount Center For WHMCS

General Info:

✔ Integrated With Discount Center For WHMCS - Create And Manage Discounts In Fully Automatic Manner

✔ Supports Default And Custom Order Forms

✔ Multi-Language Support

✔ Supports WHMCS Themes "Six", "Twenty-One", "Allure" And "Lagom WHMCS Client Theme"

✔ Supports PHP 8.2 Back To PHP 7.4

✔ Supports WHMCS V8.11 Back To WHMCS V8.8

✔ Requires ionCube Loader V13 Or Later

✔ Easy Module Upgrade To Open Source Version

[edit] 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.

2. Upload and extract the extension into the main WHMCS directory.

Extracted files in your WHMCS directory should look like this:

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'.

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'.

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

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

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

Log in to your WHMCS admin area. Go to 'System Settings' → 'Addon Modules'. Afterwards, find 'Product Cross-Selling' and press 'Activate' button.

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'.

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

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

[edit] 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!

[edit] Addon Configuration

[edit] 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.

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 .svg'.

Change the Status to enabled to allow showing this product as suggested in the client area

Required Recommended Products - enter the minimum number of items, from the group of recommended ones, the client will have to purchase with the main product to be able to complete the order

Required Related Products - enter the minimum number of items, from the group of related ones, the client will have to purchase with the main product to be able to complete the order

Provide a short Description of the product, it will let the client get the gist of its usage and purpose

Choose one of your custom Labels, it will appear at the top left corner of the product icon. Learn more about creating labels here.

Press 'Confirm' when ready.

Once confirmed, you may move again to the product details to see the image preview and alter it or its background if necessary.

In this way, enable and configure as many products as you wish.

[edit] Translations

Manage translations so you can now add related and recommended item descriptions in any language you wish.

Press the icon to manage translations per single product. Then press 'Add Translation'.

Choose language you are going to use in the client area and then paste the description content in the selected language.

Confirm when ready.

You may add as many language versions ans you only need. Edit (1.) the existing ones, delete (2.) single translations or use mass delete (3.) option.

[edit] Cross-Selling Details

In product Cross-Selling Details section you will find two separate tables. One dedicated to 'Related Items' and the other dedicated to 'Recommended Items'.
Both of them are configured in the very same way. To start, simply press the button 'Add Related Item'.

[edit] Related Items

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 Items'.

Set status to enabled (you may disable it at any time)

Select an item 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.

Define the product priority, the higher the number the higher the priority level and higher position on the list of suggested items 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 item description if you wish

'Confirm' the action when ready.

Repeat this step and add as many elements to the 'Related Items' section of this one item as you need.

[edit] Recommended Items

As mentioned previously, recommended items are added and configured the same way as related items.

Set up the item details:

Set status to enabled (you may disable it at any time)

Select an item 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.
Note: If your addons are not visible on the list of addons to choose from, please make sure that they are assigned to selected products in WHMCS product addon configuration.

Define the product priority, the higher the number the higher the priority level and higher position on the list of recommended items 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.

Repeat this step and add as many elements to the 'Recommended Items' section of this one item as you need.

Allowed actions on related and recommended items:

Priority Up - change the priority level to one point higher (if applicable)
Priority Down - change the priority level to one point lower (if applicable)
Edit Item - alter the item tail details
Delete Item - remove this item from the list

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 items.

[edit] Labels

Here you can create labels that can then be assigned to the selected related and recommended products and addons that appear in the cross selling section in the client area.

Each label may be distinguished by its own color and displayed text.
The label will then be added to the top left corner of the displayed product/addon icon for which it has been previously selected.

Press the 'Add New Label' button to create the first one.

Then, set a header that will appear on the label and additional text that appears below the main header on the label.
Finally, set the color of the texts and the background of the label, and save changes when ready.

Once the label has been created, it will appear on the list, where you can edit or delete it.

To learn how to assign the label to a particular product or addon, see the 'Products' and ' Addons ' sections.

[edit] Addons

Addons page presents a list of all addons available in your WHMCS. You can also modify your addons according to your preferences to decide what they will look like in the client area.

Click on the edit icon to set 'Background Color' , 'Image' as well as 'Description' of the particular addon. Once ready, confirm your changes.

[edit] Settings

The 'Settings' section allows you to alter the number of items which are displayed in carousel on small, medium and large screen before the client will have to scroll the carousel.

Items Limit - define a maximum number of items that will be allowed to chose from
Notification Popup - enable this option and a popup will appear informing the user about a new item being added to the cart.

You can easily change your preferences by selecting the number of items from the dropdown menu.

[edit] Module Logs

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

Use action buttons to delete single log entries.

[edit] Client Area

Here is a list of all order forms that can be used with Product Cross-Selling For WHMCS module to suggest products:

Standard Cart
Legacy Boxes
Legacy Modern
Cloud Slider
Universal Slider
Premium Comparison
Pure Comparison
Supreme Comparison
Lagom Theme

Once a client wants to order the desired product, a list of all related and recommended items will be displayed as presented below. You need to navigate arrows to check all available services.
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.
Finally, proceed to the 'View Cart' section.

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 the full potential of Product Cross-Selling For WHMCS!

[edit] 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 item has various billing cycles, the shortest billing cycle is offered for clients in the suggestion box.

[edit] Update Instructions

An essential guidance through the process of updating the module is offered here.

Ensure successful completion of the module update by carefully following each step, thereby preventing data loss or any unforeseen issues.
Additionally, you will find a current list of supplementary actions necessary for a smooth update process there.

[edit] Upgrade Guide

Seeking a solution that offers greater flexibility, customization tailored to your precise needs, and unrestricted availability?
There is an option that not only proves to be cost-effective in the long run but also includes prioritized support services, making it a truly valuable investment.

Opt for the Open Source version of your Product Cross-Selling For WHMCS module to unlock these benefits.
Simply click on either the Get Source Code or Upgrade To Lifetime button found on the product's page in our client area to complete the one-step upgrade process, with a dedicated discount already applied.

Follow a comprehensive guide covering the transition process, the advantages it brings, and step-by-step instructions on what to do next after the order has been successfully finalized.

[edit] Common Problems

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

2. It is not recommended to use the Product Cross-Selling For WHMCS module with:

There should appear problems with compatibility between the modules and their individual workflow might be hampered.
The works on eliminating all the limitations are in progress.

@@ Line 82: / Line 82: @@
 |}
 {|
-|style="padding: 0px 0px 10px 30px;"|✔ Display Discounted Products And Addons Labels On Tiles - Requires <u>Discount Center For WHMCS</u> [https://www.modulesgarden.com/products/whmcs/discount-center (read more)]
+|style="padding: 0px 0px 10px 30px;"|✔ Display Discounted Products And Addons Labels On Tiles - Requires [https://www.modulesgarden.com/products/whmcs/discount-center Discount Center For WHMCS]
 |}
 *'''General Info:'''
 {|
-|style="padding: 10px 0px 0px 30px;"|✔ Integrated With <u>Discount Center For WHMCS</u> - Create And Manage Discounts In Fully Automatic Manner [https://www.modulesgarden.com/products/whmcs/discount-center (read more)]
+|style="padding: 10px 0px 0px 30px;"|✔ Integrated With [https://www.modulesgarden.com/products/whmcs/discount-center Discount Center For WHMCS] - Create And Manage Discounts In Fully Automatic Manner
 |}
 {|
@@ Line 96: / Line 96: @@
 |}
 {|
-|style="padding: 0px 0px 0px 30px;"|✔ Supports PHP 7.2 Up To PHP 7.4
+|style="padding: 0px 0px 0px 30px;"|✔ Supports WHMCS Themes "Six", "Twenty-One", "Allure" And "Lagom WHMCS Client Theme"
 |}
 {|
-|style="padding: 0px 0px 0px 30px;"|✔ Supports WHMCS Themes "Six", "Twenty-One", "Allure" And "Lagom WHMCS Client Theme"
+|style="padding: 0px 0px 0px 30px;"|✔ Supports PHP 8.2 Back To PHP 7.4
+|}
+{|
+|style="padding: 0px 0px 0px 30px;"|✔ Supports WHMCS V8.11 Back To WHMCS V8.8
 |}
 {|
-|style="padding: 0px 0px 0px 30px;"|✔ Supports WHMCS V8.2 And Later
+|style="padding: 0px 0px 0px 30px;"|✔ Requires ionCube Loader V13 Or Later
 |}
 {|
-|style="padding: 0px 0px 30px 30px;"|✔ Easy Module Upgrade To [https://www.modulesgarden.com/products/whmcs/product-cross-selling#open-source-version Open Source Version]
+|style="padding: 0px 0px 30px 30px;"|✔ Easy [https://www.docs.modulesgarden.com/How_To_Upgrade_WHMCS_Module Module Upgrade] To [https://www.modulesgarden.com/products/whmcs/product-cross-selling#open-source-version Open Source Version]
 |}
@@ Line 259: / Line 262: @@
 *Set status to enabled ''(you may disable it at any time)''
-*Select an item from the list of available ones <br/> '''''Note:''' Products which require a domain cannot be defined as related and are not available on the list of products to choose from. <br/> It is a temporary limit, a solution will be implemented in the nearest version of the module.''
+*Select an item from the list of available ones <br/> '''''Note:''' Products which require a domain cannot be defined as related and are not available on the list of products to choose from.''
 *Define the product priority, the higher the number the higher the priority level and higher position on the list of suggested items in the client area cross-selling section
@@ Line 280: / Line 283: @@
 =====Recommended Items=====
 {|
-|style="padding: 10px 0px 15px 15px;"|As mentioned previously, recommended items are added and configured in the very same way as related items.<br/>
+|style="padding: 10px 0px 15px 15px;"|As mentioned previously, recommended items are added and configured the same way as related items.<br/>
 |}
 {|
@@ Line 289: / Line 292: @@
 *Set status to enabled (you may disable it at any time)
-*Select an item from the list of available ones <br/> '''''Note:''' Products which require a domain cannot be defined as recommended and are not available on the list of products to choose from. <br/> It is a temporary limit, a solution will be implemented in the nearest version of the module.''<br/> '''''Note:''' If your addons are not visible on the list of addons to choose from, please make sure that they are assigned to selected products in WHMCS product addon configuration.''<br/>
+*Select an item from the list of available ones <br/> '''''Note:''' Products which require a domain cannot be defined as recommended and are not available on the list of products to choose from.''<br/> '''''Note:''' If your addons are not visible on the list of addons to choose from, please make sure that they are assigned to selected products in WHMCS product addon configuration.''<br/>
 *Define the product priority, the higher the number the higher the priority level and higher position on the list of recommended items in the client area cross-selling section
@@ Line 388: / Line 391: @@
 ==Client Area==
 {|
-|style="padding: 10px 0px 15px 15px;"|Here is a list of all order forms that can be used with Product Cross-Selling module to suggest products:
+|style="padding: 10px 0px 15px 15px;"|Here is a list of all order forms that can be used with Product Cross-Selling For WHMCS module to suggest products:
 *''Standard Cart''
 *''Legacy Boxes''
@@ Line 398: / Line 401: @@
 *''Supreme Comparison''
 *''Lagom Theme''<br/>
-<br/>
 Once a client wants to order the desired product, a list of all related and recommended items will be displayed as presented below. You need to navigate arrows to check all available services. <br/>
 Take a look at the suggested products, compare prices, and select the ones that seem the most attractive to you. <br/> Press the '' 'Order' '' button directly on the tile to add the selected product to the cart. <br/> Finally, proceed to the '' 'View Cart' '' section.<br/>
@@ Line 411: / Line 413: @@
 Review them again searching for interesting bargains.<br/>
-'''''Important:''' Visible on the tiles and in the order summary discounted prices are triggered by [https://www.modulesgarden.com/products/whmcs/discount-center Discount Center For WHMCS] module.<br/> Integrate the two modules to enjoy full potential of Product Cross-Selling For WHMCS!''
+'''''Important:''' Visible on the tiles and in the order summary discounted prices are triggered by [https://www.modulesgarden.com/products/whmcs/discount-center Discount Center For WHMCS] module.<br/> Integrate the two modules to enjoy the full potential of Product Cross-Selling For WHMCS!''
 |}
 {|
-|style="padding: 0px 0px 30px 25px;"|[[File:PCS_18.png]]
+|style="padding: 0px 0px 30px 25px;"|[[File:DC_PCS.png]]
 |}
+<!--
+{|
+|style="padding: 0px 0px 30px 25px;"|[[File:PCS_18.png]]
+|}-->
 =Tips=
@@ Line 430: / Line 436: @@
 =Update Instructions=
 {|
-|style="padding: 10px 0px 30px 15px;"|An essential guidance through the process of updating the module is offered '''[https://www.docs.modulesgarden.com/How_To_Update_WHMCS_Module here]'''.<br/><br/>
+|style="padding: 10px 0px 30px 15px;"|An essential guidance through the process of updating the module is offered '''[https://www.docs.modulesgarden.com/How_To_Update_WHMCS_Module here]'''.<br/>
-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!<br/>
+Ensure successful completion of the module update by carefully following each step, thereby preventing data loss or any unforeseen issues.<br/> Additionally, you will find a current list of supplementary actions necessary for a smooth update process there.
-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.<br/>
+|}
+=Upgrade Guide=
+{|
+|style="padding: 10px 0px 30px 15px;"|Seeking a solution that offers greater flexibility, customization tailored to your precise needs, and unrestricted availability?<br/> There is an option that not only proves to be cost-effective in the long run but also includes prioritized support services, making it a truly valuable investment.<br/>
+Opt for the [https://www.modulesgarden.com/products/whmcs/product-cross-selling#open-source-version Open Source version] of your Product Cross-Selling For WHMCS module to unlock these benefits.<br/> Simply click on either the '''Get Source Code''' or '''Upgrade To Lifetime''' button found on the product's page in our client area to complete the one-step upgrade process, with a '''dedicated discount''' already applied.<br/>
+Follow a [https://www.docs.modulesgarden.com/How_To_Upgrade_WHMCS_Module comprehensive guide] covering the transition process, the advantages it brings, and step-by-step instructions on what to do next after the order has been successfully finalized.
 |}

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