Quotes Automation For WHMCS
From ModulesGarden Wiki
(Difference between revisions)
(→Accept & Order) |
|||
| Line 10: | Line 10: | ||
*'''Admin Area Features:''' | *'''Admin Area Features:''' | ||
{| | {| | ||
| − | |style="padding: 10px 0px 0px 30px;"|✔ Add Product | + | |style="padding: 10px 0px 0px 30px;"|✔ Add Product/Domain To Quote |
|} | |} | ||
{| | {| | ||
| − | |style="padding: 0px 0px 0px | + | |style="padding: 0px 0px 0px 45px;"|✔ Choose Product/Domain Billing Cycle |
| + | |} | ||
| + | {| | ||
| + | |style="padding: 0px 0px 0px 45px;"|✔ Choose Configurable Options | ||
| + | |} | ||
| + | {| | ||
| + | |style="padding: 0px 0px 0px 45px;"|✔ Define Custom Fields Values | ||
| + | |} | ||
| + | {| | ||
| + | |style="padding: 0px 0px 0px 45px;"|✔ Attach Addons | ||
| + | |} | ||
| + | {| | ||
| + | |style="padding: 0px 0px 0px 45px;"|✔ Edit Final Price | ||
| + | |} | ||
| + | {| | ||
| + | |style="padding: 0px 0px 0px 45px;"|✔ Define Discount | ||
|} | |} | ||
{| | {| | ||
| Line 73: | Line 88: | ||
|} | |} | ||
{| | {| | ||
| − | |style="padding: 0px 0px 20px 25px;"|[[File: | + | |style="padding: 0px 0px 20px 25px;"|[[File:QA2_2.png]] |
|} | |} | ||
{| | {| | ||
|style="padding: 0px 0px 15px 15px;"|'''3. When you install Quotes Automation for the first time you have to rename '' 'license_RENAME.php' '' file.'''<br /> | |style="padding: 0px 0px 15px 15px;"|'''3. When you install Quotes Automation for the first time you have to rename '' 'license_RENAME.php' '' file.'''<br /> | ||
| − | File is located in '' 'modules/addons/quotesautomation/license_RENAME.php' '' | + | File is located in '' 'modules/addons/quotesautomation/license_RENAME.php'. '' Rename it from '' 'license_RENAME.php' '' to '' 'license.php'. '' |
|} | |} | ||
{| | {| | ||
| Line 84: | Line 99: | ||
{| | {| | ||
|style="padding: 0px 0px 15px 15px;"|'''4. In order to configure your license key, you have to edit the previously renamed '' 'license.php' file. '''''<br /> | |style="padding: 0px 0px 15px 15px;"|'''4. In order to configure your license key, you have to edit the previously renamed '' 'license.php' file. '''''<br /> | ||
| − | 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' | + | 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'. '' |
|} | |} | ||
{| | {| | ||
| Line 94: | Line 109: | ||
|} | |} | ||
{| | {| | ||
| − | |style="padding: 0px 0px 20px 25px;"|[[File: | + | |style="padding: 0px 0px 20px 25px;"|[[File:QA2_5.png]] |
|} | |} | ||
{| | {| | ||
| Line 101: | Line 116: | ||
|} | |} | ||
{| | {| | ||
| − | |style="padding: 0px 0px 20px 25px;"|[[File: | + | |style="padding: 0px 0px 20px 25px;"|[[File:QA2_6.png]] |
|} | |} | ||
{| | {| | ||
| Line 108: | Line 123: | ||
|} | |} | ||
{| | {| | ||
| − | |style="padding: 0px 0px 30px 25px;"|[[File: | + | |style="padding: 0px 0px 30px 25px;"|[[File:QA2_7.png]] |
|} | |} | ||
| Line 117: | Line 132: | ||
==Dashboard== | ==Dashboard== | ||
{| | {| | ||
| − | |style="padding: 10px 0px | + | |style="padding: 10px 0px 30px 15px;"|In '' 'Dashboard' '' you can find a short description of the module as well as the link to this Wiki article.<br /> |
| − | + | Move to '' 'Settings' '' tab to configure your addon according to your needs. | |
| − | + | ||
| − | + | ||
| − | + | ||
| − | + | ||
|} | |} | ||
==Settings== | ==Settings== | ||
{| | {| | ||
| − | |style="padding: 10px 0px | + | |style="padding: 10px 0px 30px 15px;"|This tab allows you to define behavior of the module and set your staff members' permissions. |
| − | + | ||
| − | + | ||
| − | + | ||
|} | |} | ||
| + | ===Addon Options=== | ||
{| | {| | ||
| − | |style="padding: 0px | + | |style="padding: 10px 0px 30px 15px;"|In order to set up permissions and behavior of the module, mark checkboxes and press '' 'Save Changes'. ''<br /> |
| − | 1. '''Remove | + | 1. '''Remove Quote''' - If marked, a quote will be removed after saving it as a template. You can load it any time you will need it again.<br /> |
Upon removing a quote you are asked to confirm the action, at this point you can cancel the removal of chosen quotes.<br /> | Upon removing a quote you are asked to confirm the action, at this point you can cancel the removal of chosen quotes.<br /> | ||
2. '''Accept Quote & Order''' - If marked, as soon as your client accepts a quote, it will be converted into an invoice and an order.<br /> | 2. '''Accept Quote & Order''' - If marked, as soon as your client accepts a quote, it will be converted into an invoice and an order.<br /> | ||
| − | 3. '''Load Template''' - access to quote templates loading.<br /> | + | |} |
| + | ===Addon Permissions=== | ||
| + | {| | ||
| + | |style="padding: 10px 0px 15px 15px;"|3. '''Load Template''' - access to quote templates loading.<br /> | ||
4. '''Save Template''' - defines admin with saving quote as a template privilege.<br /> | 4. '''Save Template''' - defines admin with saving quote as a template privilege.<br /> | ||
5. '''Delete Template''' - ability to remove quote templates.<br /> | 5. '''Delete Template''' - ability to remove quote templates.<br /> | ||
| Line 144: | Line 156: | ||
|} | |} | ||
{| | {| | ||
| − | |style="padding: 0px 0px | + | |style="padding: 0px 0px 30px 25px;"|[[File:QA2_10.png]] |
|} | |} | ||
| Line 150: | Line 162: | ||
===Create a Quote=== | ===Create a Quote=== | ||
{| | {| | ||
| − | |style="padding: 10px 0px 15px 15px;"|Proceed to '' 'Billing' '' → '' 'Quotes' '' → '' 'Create New Quote' '' | + | |style="padding: 10px 0px 15px 15px;"|Proceed to '' 'Billing' '' → '' 'Quotes' '' → '' 'Create New Quote'. ''<br /> |
As you can see, new buttons are available.<br /> | As you can see, new buttons are available.<br /> | ||
Use buttons marked on the following screen to add domains and products to the quote. | Use buttons marked on the following screen to add domains and products to the quote. | ||
|} | |} | ||
{| | {| | ||
| − | |style="padding: 0px 0px 20px 25px;"|[[File: | + | |style="padding: 0px 0px 20px 25px;"|[[File:QA2_11.png]] |
|} | |} | ||
{| | {| | ||
| Line 163: | Line 175: | ||
|} | |} | ||
{| | {| | ||
| − | |style="padding: 0px 0px 20px 25px;"|[[File: | + | |style="padding: 0px 0px 20px 25px;"|[[File:QA2_12.png]] |
|} | |} | ||
{| | {| | ||
|style="padding: 0px 0px 15px 15px;"|You can also add a domain to quote through using '' 'Add a Predefined Domain' '' button.<br /> | |style="padding: 0px 0px 15px 15px;"|You can also add a domain to quote through using '' 'Add a Predefined Domain' '' button.<br /> | ||
Our module allows you to choose registration type, domain name and TLD, registration period and addons.<br /> | Our module allows you to choose registration type, domain name and TLD, registration period and addons.<br /> | ||
| + | Do not forget to save the changes when the quote is ready. | ||
|} | |} | ||
{| | {| | ||
| − | |style="padding: 0px 0px 30px 25px;"|[[File: | + | |style="padding: 0px 0px 30px 25px;"|[[File:QA2_13.png]] |
|} | |} | ||
| + | |||
===Templates=== | ===Templates=== | ||
{| | {| | ||
| − | |style="padding: 10px 0px 15px 15px;"|Now, let's save a quote as a template.<br /> | + | |style="padding: 10px 0px 15px 15px;"|As you can see, all added products and domains with any addons are visible on the list with their current prices.<br/> Use marked buttons to |
| + | *Save the template | ||
| + | *Load template | ||
| + | *Delete it | ||
| + | |} | ||
| + | {| | ||
| + | |style="padding: 0px 0px 20px 25px;"|[[File:QA2_14_1.png]] | ||
| + | |} | ||
| + | {| | ||
| + | |style="padding: 0px 0px 15px 15px;"|Now, let's save a quote as a template.<br /> | ||
To do so, press '' 'Save Template', '' fill in template name and press '' 'Save'. ''<br /> | To do so, press '' 'Save Template', '' fill in template name and press '' 'Save'. ''<br /> | ||
''Note: If '' 'Remove Quote After Template Creation' '' is enabled, you will be asked if the quote should be removed.'' | ''Note: If '' 'Remove Quote After Template Creation' '' is enabled, you will be asked if the quote should be removed.'' | ||
|} | |} | ||
{| | {| | ||
| − | |style="padding: 0px 0px 20px 25px;"|[[File: | + | |style="padding: 0px 0px 20px 25px;"|[[File:QA2_14.png]] |
| + | |} | ||
| + | {| | ||
| + | |style="padding: 0px 0px 15px 15px;"|To use the template in a new quote, press '' 'Load Template', '' choose it from the list of your templates and click '' 'Load'.'' | ||
| + | |} | ||
| + | {| | ||
| + | |style="padding: 0px 0px 20px 25px;"|[[File:QA2_15.png]] | ||
| + | |} | ||
| + | {| | ||
| + | |style="padding: 0px 0px 15px 15px;"|The same way you loaded a template, you can remove it.<br /> | ||
| + | Press '' 'Delete Template', '' choose a template to be removed and confirm through pressing '' 'Delete'. '' | ||
| + | |} | ||
| + | {| | ||
| + | |style="padding: 0px 0px 30px 25px;"|[[File:QA2_16.png]] | ||
| + | |} | ||
| + | ====Available Templates==== | ||
| + | {| | ||
| + | |style="padding: 10px 0px 15px 15px;"|All saved templates are available in your addon. Move to '' 'Addons' → 'Quotes Automation' → 'Templates'. ''<br/> You will find there a list of all saved quote templates. | ||
| + | |} | ||
| + | {| | ||
| + | |style="padding: 0px 0px 20px 25px;"|[[File:QA2_16_1.png]] | ||
|} | |} | ||
{| | {| | ||
| − | |style="padding: | + | |style="padding: 0px 0px 15px 15px;"|Use action buttons to delete a template or edit it.<br/> |
|} | |} | ||
{| | {| | ||
| − | |style="padding: 0px 0px 20px 25px;"|[[File: | + | |style="padding: 0px 0px 20px 25px;"|[[File:QA2_16_2.png]] |
|} | |} | ||
{| | {| | ||
| − | |style="padding: | + | |style="padding: 0px 0px 15px 15px;"|If you press '' 'Edit' '' button you will be redirected to the quotes page with a chosen template loaded. <br/>Alter it as you wish and save the changes to change the currently open template or press '' 'Save Template' '' to keep both versions. |
| − | + | ||
|} | |} | ||
{| | {| | ||
| − | |style="padding: 0px 0px | + | |style="padding: 0px 0px 30px 25px;"|[[File:QA2_16_3.png]] |
|} | |} | ||
===Convert Quote To Order=== | ===Convert Quote To Order=== | ||
{| | {| | ||
| − | |style="padding: 10px 0px 15px 15px;"|As soon as the customer accepts the quote, you can quickly create an invoice and an order from it. | + | |style="padding: 10px 0px 15px 15px;"|As soon as the customer accepts the quote, you can quickly create an invoice and an order from it. Press '' 'Place Order'. ''<br /> |
| − | Press '' 'Place Order' '' | + | ''Note:'' The quote visible on the screen below has one product with 50% discount. '' 'Replace recurring amount' '' option has been marked when added. |
| − | ''Note: The quote visible on the screen below has one product with 50% discount. '' 'Replace recurring amount' '' option has been marked when added. | + | |
|} | |} | ||
{| | {| | ||
| − | |style="padding: 0px 0px 20px 25px;"|[[File: | + | |style="padding: 0px 0px 20px 25px;"|[[File:QA2_17.png]] |
|} | |} | ||
{| | {| | ||
|style="padding: 0px 0px 15px 15px;"|On the screen below you can see the invoice.<br /> | |style="padding: 0px 0px 15px 15px;"|On the screen below you can see the invoice.<br /> | ||
| − | As you can see, the 50% discount was applied to the product '' 'Product X' '' | + | As you can see, the 50% discount was applied to the product '' 'Product X'. '' |
|} | |} | ||
{| | {| | ||
| − | |style="padding: 0px 0px 20px 25px;"|[[File: | + | |style="padding: 0px 0px 20px 25px;"|[[File:QA2_18.png]] |
|} | |} | ||
{| | {| | ||
| Line 215: | Line 256: | ||
|} | |} | ||
{| | {| | ||
| − | |style="padding: 0px 0px 30px 25px;"|[[File: | + | |style="padding: 0px 0px 30px 25px;"|[[File:QA2_19.png]] |
|} | |} | ||
| Line 224: | Line 265: | ||
|} | |} | ||
{| | {| | ||
| − | |style="padding: 0px 0px 20px 25px;"|[[File: | + | |style="padding: 0px 0px 20px 25px;"|[[File:QA2_20.png]] |
|} | |} | ||
===Accept & Order=== | ===Accept & Order=== | ||
| Line 232: | Line 273: | ||
|} | |} | ||
{| | {| | ||
| − | |style="padding: 0px 0px 20px 25px;"|[[File: | + | |style="padding: 0px 0px 20px 25px;"|[[File:QA2_21.png]] |
|} | |} | ||
{| | {| | ||
| Line 238: | Line 279: | ||
|} | |} | ||
{| | {| | ||
| − | |style="padding: 0px 0px 20px 25px;"|[[File: | + | |style="padding: 0px 0px 20px 25px;"|[[File:QA2_22.png]] |
|} | |} | ||
{| | {| | ||
| Line 244: | Line 285: | ||
|} | |} | ||
{| | {| | ||
| − | |style="padding: 0px 0px 30px 25px;"|[[File: | + | |style="padding: 0px 0px 30px 25px;"|[[File:QA2_23.png]] |
|} | |} | ||
Revision as of 15:41, 13 April 2016
Contents |
About Quotes Automation For WHMCS
| Quotes Automation For WHMCS will allow you to create templates for quotes. You will be able to add, edit and delete templates as well as manage included products. The module will also simplify the process of placing an order. Once a quote is ready, both you and your clients will be able to place an order directly from a quote page. |
- Admin Area Features:
| ✔ Add Product/Domain To Quote |
| ✔ Choose Product/Domain Billing Cycle |
| ✔ Choose Configurable Options |
| ✔ Define Custom Fields Values |
| ✔ Attach Addons |
| ✔ Edit Final Price |
| ✔ Define Discount |
| ✔ Save Quote As Template |
| ✔ Load Quote From Template |
| ✔ Remove Template |
| ✔ Place Order - Creates Order And Invoice From Quote |
| ✔ Choose Product Billing Cycle And Configurable Option |
| ✔ Define Whether To Apply Changed Price To First Payment Only Or To Billing Cycle Price |
| ✔ Define Whether To Remove Quote Upon Saving It As Template |
| ✔ Define Whether To Enable 'Accept Quote & Order' Functionality In Client Area |
| ✔ Configure Permissions Per Admin Role |
- Client Area Features:
| ✔ Create Orders And Invoices Automatically On Quote Acceptance |
- General Info:
| ✔ Multi-Language Support |
| ✔ Supports WHMCS Templates Five and Six |
| ✔ Supports WHMCS V5 and V6 |
Installation
| This tutorial will show you how to successfully install and configure Quotes Automation 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 Quotes Automation For WHMCS. |
|
| 2. Upload and extract the module into the main WHMCS directory. Files in your WHMCS directory should look like on the following screen. |
|
| 3. When you install Quotes Automation for the first time you have to rename 'license_RENAME.php' file. File is located in 'modules/addons/quotesautomation/license_RENAME.php'. Rename it from 'license_RENAME.php' to 'license.php'. |
|
| 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'. |
|
| 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 'Quotes Automation' and press 'Activate' button. |
|
| 6. 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'. |
|
| 7. You have just successfully installed Quotes Automation For WHMCS! You can access your module at 'Addons' → 'Quotes Automation'. |
|
Configuration and Management
| Quotes Automation For WHMCS is a module which allows you to create and use quote templates as well as automatize a part of the process. |
Dashboard
| In 'Dashboard' you can find a short description of the module as well as the link to this Wiki article. Move to 'Settings' tab to configure your addon according to your needs. |
Settings
| This tab allows you to define behavior of the module and set your staff members' permissions. |
Addon Options
| In order to set up permissions and behavior of the module, mark checkboxes and press 'Save Changes'. 1. Remove Quote - If marked, a quote will be removed after saving it as a template. You can load it any time you will need it again. |
Addon Permissions
| 3. Load Template - access to quote templates loading. 4. Save Template - defines admin with saving quote as a template privilege. |
|
Admin Area
Create a Quote
| Proceed to 'Billing' → 'Quotes' → 'Create New Quote'. As you can see, new buttons are available. |
|
| 'Add a Predefined Product' button allows you to add products with addons assigned to them. Upon adding a product, you can choose from configurable options and define its billing cycle. |
|
| You can also add a domain to quote through using 'Add a Predefined Domain' button. Our module allows you to choose registration type, domain name and TLD, registration period and addons. |
|
Templates
| As you can see, all added products and domains with any addons are visible on the list with their current prices. Use marked buttons to
|
|
| Now, let's save a quote as a template. To do so, press 'Save Template', fill in template name and press 'Save'. |
|
| To use the template in a new quote, press 'Load Template', choose it from the list of your templates and click 'Load'. |
|
| The same way you loaded a template, you can remove it. Press 'Delete Template', choose a template to be removed and confirm through pressing 'Delete'. |
|
Available Templates
| All saved templates are available in your addon. Move to 'Addons' → 'Quotes Automation' → 'Templates'. You will find there a list of all saved quote templates. |
|
| Use action buttons to delete a template or edit it. |
|
| If you press 'Edit' button you will be redirected to the quotes page with a chosen template loaded. Alter it as you wish and save the changes to change the currently open template or press 'Save Template' to keep both versions. |
|
Convert Quote To Order
| As soon as the customer accepts the quote, you can quickly create an invoice and an order from it. Press 'Place Order'. Note: The quote visible on the screen below has one product with 50% discount. 'Replace recurring amount' option has been marked when added. |
|
| On the screen below you can see the invoice. As you can see, the 50% discount was applied to the product 'Product X'. |
|
| The order is also made right away with the specified price. |
|
Client Area
| If you have marked 'Accept Quote & Place An Order', the module will alter the quotes in the client area. Find your quotes and view the ones you want to accept and place order instantly. |
|
Accept & Order
| Additional actions will be made upon pressing 'Accept Quote' in the client area. This way, as soon as the client accepts the quote, the module will automatically generate the invoice and the order from the quote. |
|
| As you can see the status has changed immediately after the quote has been accepted. |
|
| You can find now a new invoice to pay on your list of invoices. |
|
Tips
| 1. Before you choose a product, an addon or a domain to add to a quote, always make sure it is properly configured in the system to avoid any confusion. |
Common Problems
| 1. When you have problems with connection, check whether your SELinux or firewall does not block ports. |