Resellers Center For WHMCS
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<meta name="description" content="ModulesGarden Wiki Contains All The Information You Need About The Resellers Center For WHMCS Module."></meta> | <meta name="description" content="ModulesGarden Wiki Contains All The Information You Need About The Resellers Center For WHMCS Module."></meta> | ||
− | + | =About [https://www.modulesgarden.com/products/whmcs/resellers-center Resellers Center For WHMCS]= | |
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|style="padding: 10px 0px 10px 0px;"|'''Resellers Center For WHMCS''' gives your resellers the possibility to manage end-clients and their orders through WHMCS!<br /> | |style="padding: 10px 0px 10px 0px;"|'''Resellers Center For WHMCS''' gives your resellers the possibility to manage end-clients and their orders through WHMCS!<br /> | ||
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==Activation Of Addon== | ==Activation Of Addon== | ||
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− | |style="padding: 10px 0px 15px 15px;"|''' | + | |style="padding: 10px 0px 15px 15px;"|'''7. Now, you have to activate the module in your WHMCS system.'''<br /> |
Log in to your WHMCS admin area. Click '' 'Setup' '' then choose '' 'Addon Modules'.''<br /> | Log in 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;"|''' | + | |style="padding: 0px 0px 15px 15px;"|'''8. In the next step, you need to permit access to the module.'''<br /> |
To do so, select admin roles which should have access to the module and press '' 'Save Changes'.'' | To do so, select admin roles which should have access to the module and press '' 'Save Changes'.'' | ||
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− | |style="padding: 0px 0px 15px 15px;"|''' | + | |style="padding: 0px 0px 15px 15px;"|'''9. It is required to disable auto applying credits.'''<br /> |
Otherwise, orders made by resellers' clients will be automatically paid using credits from the reseller's account.<br /> | Otherwise, orders made by resellers' clients will be automatically paid using credits from the 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 /> | ||
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− | |style="padding: 0px 0px 15px 15px;"|''' | + | |style="padding: 0px 0px 15px 15px;"|'''10. It is required to disable credit card storage. (optional)'''<br /> |
Otherwise, credit card details provided by one contact can be accessed by other contact of the same reseller.<br /> | Otherwise, credit card details provided by one contact can be accessed by other contact of the same reseller.<br /> | ||
Go to '' 'Setup' '' → '' 'General settings' '' → '' 'Security' '' and mark '' 'Disable Credit Card Storage' '' checkbox.<br /> | Go to '' 'Setup' '' → '' 'General settings' '' → '' 'Security' '' and mark '' 'Disable Credit Card Storage' '' checkbox.<br /> | ||
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− | |style="padding: 0px 0px 20px 15px;"|''' | + | |style="padding: 0px 0px 20px 15px;"|'''9. Afterwards, go to '' 'Addons' '' → '' 'Resellers Center' '' → '' 'Integration Code' '' and follow the instructions.''' |
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− | |style="padding: 0px 0px 30px 15px;"|''' | + | |style="padding: 0px 0px 30px 15px;"|'''10. You have just successfully installed Resellers Center For WHMCS!''' |
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Revision as of 19:53, 22 March 2017
Contents |
About Resellers Center For WHMCS
Resellers Center For WHMCS gives your resellers the possibility to manage end-clients and their orders through WHMCS! With this module, your resellers will be allowed to acquire their own customers and assign products, services and domains to them. |
- General Features:
✔ Define Global Configuration And Reseller Permissions |
✔ Define Email Templates Available For Rebranding |
✔ Define Ticket Department Available For End-Clients |
✔ Create & Manage Reseller Groups |
✔ Assign Products To Reseller Groups |
✔ Define Price Limits And Profit Counting Per Product |
✔ Allow Clients To Start Reselling Through Assigning Them To Reseller Groups |
✔ Define Domains Discount Per Reseller |
✔ View End-Clients As Contacts And Manage Assignment Of Their Products And Domains |
✔ View Reseller Profit Earned From Each End-Client Order |
✔ VIES Based EU VAT Removal For End-Clients |
✔ Define Resellers Branding Permissions |
- Resellers Features:
✔ Create And Manage End-Clients As Contacts |
✔ Define Permissions Of End-Clients |
✔ Create End-Client Account During Order Creation |
✔ Order Products On Behalf Of End-Clients |
✔ View Current Balance, Total Profit Made And Credit Balance |
✔ Redeem Credit Balance From Current Balance |
✔ View Profit Generated By Each Transaction Made By End-Clients |
✔ Define Prices Per Product Within Defined Limits |
✔ Configure Reseller Brand - Domain, Company Name, Email Signature And Logo |
✔ Domain |
✔ Company Name |
✔ Email Address |
✔ Email Signature |
✔ Email CSS Schema |
✔ Logo |
✔ Access Branded Order Links - CNAME Record Is Required |
✔ View Email Templates And Modify Them Using Improved Email Templates Editor |
✔ Reply To Tickets Of End-Clients |
- End-Client (Contact) Features:
✔ Order Products/Domains |
✔ View And Pay Invoices |
✔ View And Manage Products |
✔ Receive Branded Email Templates |
✔ Open And Manage Tickets |
✔ Use End-Client Details For Registered Domains |
- General Info:
✔ Migration Tool |
✔ Multi-Language Support |
✔ Supports PHP 5.3 Up To PHP 7 |
✔ Supports WHMCS Templates Five and Six |
✔ Supports WHMCS V6 and V7 |
Installation
Installation of Resellers Center For WHMCS requires a few simple modifications of the 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. |
2. In the downloaded file you will find two packages that support different PHP versions. As presented on the screen below, the first one is dedicated to PHP 5.6, while the second one is aimed at PHP 7. It does not apply to open source versions. Note: You can check current PHP version in your WHMCS. To do so proceed to 'Utilities' → 'System' → 'PHP Info'. |
3. Extract the downloaded file and choose the one with the right PHP version. Upload and extract the PHP file into the main WHMCS directory. The content of PHP version files should look like this. |
4. When you install Resellers Center module for the first time you have to rename 'license_RENAME.php' file. File is located in 'modules/addons/ResellersCenter/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. |
6. The next step is setting up 'storage' folder as writable. It is located in 'your_whmcs/modules/addons/ResellersCenter/'. |
Activation Of Addon
7. Now, you have to activate the module in your WHMCS system. Log in to your WHMCS admin area. Click 'Setup' then choose 'Addon Modules'. |
8. In the next step, you need to permit access to the module. To do so, select admin roles which should have access to the module and press 'Save Changes'. |
9. Afterwards, go to 'Addons' → 'Resellers Center' → 'Integration Code' and follow the instructions. |
10. You have just successfully installed Resellers Center For WHMCS! |
Management and Configuration
Management of Resellers Center For WHMCS is very convenient. You can supervise everything from the addon. What is more, the module extends possibilities of both your resellers and their customers. |
Settings
In this section you can find more information about global configuration. Additionally, here you can also read about the details of migration. |
Configuration
In 'Configuration' tab you can set up global settings of the module. You can define 'General', 'Billing' and 'Email Templates' settings. Please note that these settings are default for all resellers. Read this section through to find the details of configuration per each reseller. General Settings
|
Billing Settings
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Email Templates Settings
Here you can enable/disable numerous options that a reseller can customize later on. These templates are related to emails regarding issues like:
|
Each setting can be defined for particular resellers. Go to 'Resellers' tab and press the button. |
Here you will find the details related to the chosen reseller. In 'Configuration' section you can select preferred 'General', 'Billing' and 'Email Template' settings. |
Migration Tool
Migration tool allows you to upgrade Resellers Center For WHMCS module to the latest version. Note: Version 3.0.0 is currently in beta and it does not support migration from version 2.x. Therefore, the module needs to be reconfigured. |
Addon Management
In this section you can find more information about management. We will show you how set up key option to ease the work with our module. |
Pricing Groups
In order to grant any of your clients resellers' rights, you need to configure a group first. To do so, proceed to 'Pricing Groups' tab and click the button as shown below. |
A popup window appears. Just fill in a group name and press 'Create'. |
As you can see, a new group appears on the list. It does not have any product configured. To add a new product press the button as presented below. |
Choose a new product from 'Add Product To Group' dropdown menu and press 'Save'. |
The product needs to be configured and Resellers Center For WHMCS enables you to:
|
Product Pricing
It is possible to set pricing (1) for different billing cycles and currencies.
You can define pricing using the below options:
To confirm settings press 'Save' . |
Calculation Method
Several methods for calculation (2) are available. Choose the one you want to use from dropdown menu.
To confirm settings press 'Save' next to the product you have configured |
The procedure is quite similar when it comes to adding addons and domains. Click a right button to add a new addon. |
From dropdown menu choose the one that will be added to the group. |
Now you can set 'Pricing' and 'Calculation Method' or delete this addon. |
In order to add a new domain click a right button as shown. |
From dropdown menu choose the one that will be added to the group. |
Now you can set 'Pricing' and 'Calculation Method' or delete this domain. |
Resellers
'Resellers' tab displays all clients from your WHMCS system. From here you can assign any of them to a reseller's group, which activates them as resellers. |
Create a new reseller and assign him to the chosen group. |
Contacts
To see resellers' contacts go 'Resellers' tab and click the button next to selected reseller. |
Here you can obtain more details about your customers and their clients. Apart from clients also invoices, transactions and services can be managed from here. |
You can also assign a new client to this reseller. |
Payouts
In 'Payouts' tab, you can view a list of all transactions made by resellers. From here it is also possible to accept 'Mass Payments' of selected resellers. |
Statistics
'Statistics' tab allows you to see the amount of sales and income, and the number of clients assigned to resellers. |
Information about sale is also visible in the 'Reseller' tab. |
Logs
'Logs' tab allows you to see the details of the actions that have been already performed. |
Integration Code
In the last 'Integration Code' tab you will find the instructions on how to allow your resellers to modify client area and invoice logo. |
Client Area - Reseller
In the client area your can add new subclients and access Reseller Area. Access to the Reseller Area is granted only to those clients, whom reseller's groups are assigned to in Resellers Center For WHMCS module. |
Reseller Area
In Reseller Area you can manage clients, define products prices, set up branding, customize email templates and open tickets. |
Clients
Under this tab, you can see a list of reseller's clients and perform various actions. It is possible to log in as client (1), make order for client (2), view client's details (3) and delete this client (4). |
To add a new client, press the button as presented below. |
Fill in all the necessary details in both 'General' and 'Address' sections. Remember to save changes. |
When you enter client's details view (3), you will find here not only his personal details but also information about orders, invoices, services, addons and domains. |
Product Pricing
'Product Pricing' tab enables you to define prices for products, addons and domains you wish to offer to your contacts. Remember, you can define prices only within limits shown as placeholders. |
Configuration
In 'Configuration' tab you are allowed to define 'General Settings' such as your own company name, email signature and logo used across contact's client area, emails and invoices. |
'Email Templates' is the place where you can view and edit email templates sent to your contacts. To edit an email template, press 'Edit' button next to the template you wish to alter. |
Finally, edit the email template to suit your needs and press 'Save Changes' button. Note: During this step you can easily add merge fields using dropdown menus marked on the following screen. |
Invoices
Here is the detailed list of clients' all invoices together with their status. |
Orders
This section allows you to view all of the orders with their chosen payment method and status. |
Ordering
There are two ways to add a product to an end client account, we will show you 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 'Subclient' dropdown menu. And that is all! |
Both your reseller and the end client will receive an order confirmation email. Afterwards, when end client logs in to the WHMCS client area, he/she will be able to view and manage previously ordered products. |
Access Order From The Client Area
Your reseller's clients can view order form with the list of products configured by their resellers. Therefore, your reseller's clients can make orders on their own through using order forms in the client area. |
Tickets Management
If you have not disabled tickets in your addon, your resellers will be able to reply and forward tickets created by their contacts. It is only available for tickets department set in Resellers Center For WHMCS configuration. |
On the screen below you can see a list of all tickets created by a reseller's clients from the client area. |
You can easily reply to them. |
Client Area - End Client
End client sees branded client area. Since version 3.x of the module end clients are treated as regular WHMCS clients. |
General Relations
Relations between Provider, Reseller and Client |
Payment system: In general Reseller receives a product from the Provider and then provides it further to the End Client. |
Tips
1. You can create a hidden product group visible only for your resellers and their clients. To do so, create hidden product groups containing products available for resell. |
2. If your WHMCS is installed in a subdirectory, your resellers using CNAME record must provide their links with it. For example, reseller.com/main-whmcs-directory instead of reseller.com.. RewriteEngine on RewriteCond %{HTTP_HOST} !^main-whmcs-domain.com$ [NC] RewriteCond %{REQUEST_URI} !^/whmcs-directory/ RewriteRule ^(.*)$ /whmcs-directory/$1 [R=301,L] Result: If hostname is not main-whmcs-domain.com and path is not whmcs-directory', then redirect to resellers domain with /whmcs-directory. |
Common Problems
1. When you have problems with connection, check whether your SELinux or firewall does not block ports. |
2. When you use https on main WHMCS and your reseller passes non-https domain, the end client will see a warning message from browser that the certificates do not match. |
3. Resellers Center For WHMCS is not fully compatible with our Multibrand For WHMCS module. If you have Multibrand installed on you system as well, you may encounter some issues connected with configuring domains. |
4. Please remember that Resellers Center For WHMCS works flawlessly with WHMCS V6 and V7 along with the officially supported Template 'Six' In case you are using some custom template, you must be aware that unexpected errors might occur and we cannot take the responsibility for solving them. |