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Hosting Quota Notifications 1.X For WHMCS

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<meta name="keywords" content="quotes automation for whmcs, quotes automation configuration, whmcs quotes automation management, whmcs quotes automation installation, whmcs quotes automation common problems, about whmcs quotes automation, whmcs quotes automation documentation, whmcs quotes automation faq, whmcs quotes automation help, whmcs quotes automation guide, whmcs quotes automation wiki, whmcs quotes automation tutorial, whmcs quotes automation tips, whmcs quotes automation wiki"></meta>
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<meta name="description" content="ModulesGarden Wiki Contains All The Information You Need About The Support Tickets Limiter For WHMCS Module."></meta>
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<meta name="description" content="ModulesGarden Wiki Contains All The Information You Need About The Quotes Automation For WHMCS Module."></meta>
  
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=About [http://www.modulesgarden.com/products/whmcs/support_tickets_limiter/features Support Tickets Limiter For WHMCS]=
+
=About [http://www.modulesgarden.com/products/whmcs/quotes_automation/features Quotes Automation For WHMCS]=
 
{|
 
{|
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|style="padding: 10px 0px 10px 0px;"|'''Support Tickets Limiter For WHMCS''' will allow you to control the access to your support and charge fees for creating tickets in certain departments.<br />
+
|style="padding: 10px 0px 5px 0px;"|'''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.<br />
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The module enables your clients to purchase products and product addons containing support credit points used for creating support tickets in chosen departments.
+
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.
 
|}
 
|}
 
<!-- fixed -->
 
<!-- fixed -->
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*'''Module Features:'''
 
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{|
 
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|style="padding: 10px 0px 0px 30px;"|✔ Add Support Credit Points Upon Ordering Specified Product Or Addon - Depending On Applied Rule
 
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|}
 
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{|
 
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|style="padding: 0px 0px 0px 30px;"|✔ Remove Fixed Number Of Support Credit Points Upon Ticket Creation
 
−
|}
 
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{|
 
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|style="padding: 0px 0px 0px 30px;"|✔ Block Possibility To Create Tickets When Client Has Insufficient Number Of Support Credit Points
 
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|}
 
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{|
 
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|style="padding: 0px 0px 10px 30px;"|✔ Store And Manage Support Credit Points Per Department
 
−
|}
 
 
*'''Admin Area Features:'''
 
*'''Admin Area Features:'''
 
{|
 
{|
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|style="padding: 10px 0px 0px 30px;"|✔ Define Number Of Support Credit Points Required To Open Ticket - According To Chosen Department And Priority
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|style="padding: 10px 0px 0px 30px;"|✔ Add Product And Its Addons To Quote
 
|}
 
|}
 
{|
 
{|
−
|style="padding: 0px 0px 0px 30px;"|✔ Create/Edit/Remove Rules
+
|style="padding: 0px 0px 0px 30px;"|✔ Add Domain And Its Addons To Quote
 
|}
 
|}
 
{|
 
{|
−
|style="padding: 0px 0px 0px 30px;"|✔ Enable/Disable Rules
+
|style="padding: 0px 0px 0px 30px;"|✔ Save Quote As Template
 
|}
 
|}
 
{|
 
{|
−
|style="padding: 0px 0px 0px 30px;"|✔ View Support Credit Points Owned By Clients
+
|style="padding: 0px 0px 0px 30px;"|✔ Load Quote From Template
 
|}
 
|}
 
{|
 
{|
−
|style="padding: 0px 0px 10px 30px;"|✔ Modify Number Of Support Credit Points Owned By Clients
+
|style="padding: 0px 0px 0px 30px;"|✔ Remove Template
 
|}
 
|}
−
*'''Client Area Features:'''
 
 
{|
 
{|
−
|style="padding: 10px 0px 0px 30px;"|✔ Order Support Credit Points
+
|style="padding: 0px 0px 0px 30px;"|✔ Place Order - Creates Order And Invoice From Quote
 
|}
 
|}
 
{|
 
{|
−
|style="padding: 0px 0px 0px 30px;"|✔ View Available Support Credit Points Per Ticket Department
+
|style="padding: 0px 0px 0px 30px;"|✔ Choose Product Billing Cycle And Configurable Option
 
|}
 
|}
 
{|
 
{|
−
|style="padding: 0px 0px 10px 30px;"|✔ View Number Of Support Credit Points Required To Open Ticket - According To Chosen Department And Priority
+
|style="padding: 0px 0px 0px 30px;"|✔ Define Whether To Apply Changed Price To First Payment Only Or To Billing Cycle Price
 
|}
 
|}
−
*'''Rules Configuration:'''
 
 
{|
 
{|
−
|style="padding: 10px 0px 0px 30px;"|✔ Set Rule Type - Product/Product Group/Product Addon
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|style="padding: 0px 0px 0px 30px;"|✔ Define Whether To Remove Quote Upon Saving It As Template
 
|}
 
|}
 
{|
 
{|
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|style="padding: 0px 0px 0px 30px;"|✔ Define Items Upon Ordering Which, Support Credit Points Are Added To Client's Account
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|style="padding: 0px 0px 0px 30px;"|✔ Define Whether To Enable 'Accept Quote & Order' Functionality In Client Area
 
|}
 
|}
 
{|
 
{|
−
|style="padding: 0px 0px 0px 30px;"|✔ Define Number Of Support Credit Points That Client's Account Shall Be Increased By
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|style="padding: 0px 0px 10px 30px;"|✔ Configure Permissions Per Admin Role
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|}
+
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{|
+
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|style="padding: 0px 0px 0px 30px;"|✔ Define To Which Department Support Credit Points Should Be Added
+
−
|}
+
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{|
+
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|style="padding: 0px 0px 0px 30px;"|✔ Define Whether Support Credit Points Are Added To Client's Account After Each Billing Cycle Or Once Only
+
 
|}
 
|}
 +
*'''Client Area Features:'''
 
{|
 
{|
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|style="padding: 0px 0px 10px 30px;"|✔ View Rule Status
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|style="padding: 10px 0px 10px 30px;"|✔ Create Orders And Invoices Automatically On Quote Acceptance
 
|}
 
|}
 
*'''General Info:'''
 
*'''General Info:'''
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=Installation=
 
=Installation=
 
{|
 
{|
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|style="padding: 10px 0px 0px 15px;"|'''This tutorial will show you how to successfully install and configure Support Tickets Limiter For WHMCS.''' <br />
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|style="padding: 10px 0px 0px 0px;"|'''This tutorial will show you how to successfully install and configure Quotes Automation For WHMCS.''' <br />
−
We will guide you step by step through the whole installation and configuration process.
+
We will guide you step by step through the whole installation and configuration process.  
 
|}
 
|}
 
{|
 
{|
−
|style="padding: 20px 0px 20px 15px;"|'''1. Log in to your client area and download Support Tickets Limiter For WHMCS.'''
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|style="padding: 20px 0px 20px 15px;"|'''1. Log in to your client area and download Quotes Automation For WHMCS.'''
 
|}
 
|}
 
{|
 
{|
−
|style="padding: 0px 0px 20px 25px;"|[[File:STL_1.png]]
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|style="padding: 0px 0px 20px 25px;"|[[File:QA_1.png]]
 
|}
 
|}
 
{|
 
{|
 
|style="padding: 0px 0px 15px 15px;"|'''2. Upload and extract the module into the main WHMCS directory.'''<br />
 
|style="padding: 0px 0px 15px 15px;"|'''2. Upload and extract the module into the main WHMCS directory.'''<br />
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Files in your WHMCS directory should look like these.
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Files in your WHMCS directory should look like on the following screen.
 
|}
 
|}
 
{|
 
{|
−
|style="padding: 0px 0px 20px 25px;"|[[File:STL_2.png]]
+
|style="padding: 0px 0px 20px 25px;"|[[File:QA_2.png]]
 
|}
 
|}
 
{|
 
{|
−
|style="padding: 0px 0px 15px 15px;"|'''3. When you install Support Tickets Limiter for the first time you have to rename '' 'license_RENAME.php' '' file.'''<br />
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|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/SupportTicketsLimiter/license_RENAME.php'. '' Rename it from '' 'license_RENAME.php' '' to '' 'license.php' '' .
+
File is located in '' 'modules/addons/quotesautomation/license_RENAME.php' '' . Rename it from '' 'license_RENAME.php' '' to '' 'license.php'. ''
 
|}
 
|}
 
{|
 
{|
−
|style="padding: 0px 0px 20px 25px;"|[[File:STL_3.png]]
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|style="padding: 0px 0px 20px 25px;"|[[File:QA_3.png]]
 
|}
 
|}
 
{|
 
{|
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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 />
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|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 />
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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'. ''
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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'/ ''
 
|}
 
|}
 
{|
 
{|
−
|style="padding: 0px 0px 20px 25px;"|[[File:STL_4.png]]
+
|style="padding: 0px 0px 20px 25px;"|[[File:QA_4.png]]
 
|}
 
|}
 
{|
 
{|
−
|style="padding: 0px 0px 15px 15px;"|'''5. Now you have to activate the module in your WHMCS system.'''<br />
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|style="padding: 0px 0px 15px 15px;"|'''5. Now you have to activate the module in your WHMCS system. '''<br />
−
Log in to your WHMCS admin area. Go to '' 'Setup' '' → '' 'Addon Modules'. '' Afterwards, find '' 'Support Tickets Limiter' '' and press '' 'Activate' '' button.
+
Log in to your WHMCS admin area. Go to '' 'Setup' '' → '' 'Addon Modules'. '' Afterwards, find '' 'Quotes Automation' '' and press '' 'Activate' '' button.
 
|}
 
|}
 
{|
 
{|
−
|style="padding: 0px 0px 20px 25px;"|[[File:STL_5.png]]
+
|style="padding: 0px 0px 20px 25px;"|[[File:QA_5.png]]
 
|}
 
|}
 
{|
 
{|
 
|style="padding: 0px 0px 15px 15px;"|'''6. In the next step you need to permit access to this module.'''<br />
 
|style="padding: 0px 0px 15px 15px;"|'''6. In the next step you need to permit access to this module.'''<br />
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To do so click on '' 'Configure' '' button, tick '' 'Access Control' '' near desired admin role groups and press '' 'Save Changes'. ''
+
To do so, click on '' 'Configure' '' button, tick '' 'Full Administrator' '' and press '' 'Save Changes'. ''
 
|}
 
|}
 
{|
 
{|
−
|style="padding: 0px 0px 20px 25px;"|[[File:STL_6.png]]
+
|style="padding: 0px 0px 20px 25px;"|[[File:QA_6.png]]
 
|}
 
|}
 
{|
 
{|
−
|style="padding: 0px 0px 15px 15px;"|'''7. Proceed to '' 'Addons' '' → '' 'Support Tickets Limiter' '' → '' 'Integration Code' '' and follow steps listed there.'''
+
|style="padding: 0px 0px 15px 15px;"|'''7. You have just successfully installed Quotes Automation For WHMCS!'''<br />
−
Enter adequate tab, depending on which template you are using. There are different code snippets to alter for templates '' 'Six', 'Five' '' and '' 'Default'.''<br/>
+
You can access your module at '' 'Addons' '' → '' 'Quotes Automation'. ''
−
Find and open file '' 'supportticketsubmit-stepone.tpl' '' located in the template directory you are using,  follow the steps described below:
+
 
|}
 
|}
 
{|
 
{|
−
|style="padding: 0px 0px 20px 25px;"|[[File:STL2_7.png]]
+
|style="padding: 0px 0px 30px 25px;"|[[File:QA_7.png]]
−
|}
+
−
{|
+
−
|style="padding: 0px 0px 15px 15px;"|Find and open file '' 'supportticketsubmit-steptwo.tpl' '' located in the template directory you are using, follow the steps described below: <br/>
+
−
''Please mind the lines numbers, they might differ in your files!''
+
−
|}
+
−
{|
+
−
|style="padding: 0px 0px 20px 25px;"|[[File:STL2_7_1.png]]
+
−
|}
+
−
{|
+
−
|style="padding: 0px 0px 30px 15px;"|'''8. You have just successfully installed Support Tickets Limiter For WHMCS!'''
+
 
|}
 
|}
  
 
=Configuration and Management=
 
=Configuration and Management=
 
{|
 
{|
−
|style="padding: 10px 0px 30px 15px;"|'''At this section we will show you possibilities of Support Tickets Limiter For WHMCS.'''<br />
+
|style="padding: 10px 0px 30px 15px;"|'''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.
−
Our module allows you to limit the quantity of new support tickets through introducing Support Credit Points.<br />
+
−
Those Support Credit Points will be required to open new tickets.<br />
+
−
The amount of Support Credit Points required to do so may vary depending on tickets' status and department they are created in.<br />
+
−
Support Credit Points may be obtained along with your products or by ordering special products or product addons.
+
 
|}
 
|}
−
==Rules List==
+
==Dashboard==
 
{|
 
{|
−
|style="padding: 10px 0px 15px 15px;"|Rules section defines which products or product addons your clients can receive Support Credit Points for.<br />
+
|style="padding: 10px 0px 15px 15px;"|In '' 'Dashboard' '' you can find a short description of the module as well as the link to this Wiki article.<br />
−
Additionally, they define which department they can be spent in and if they are granted one time or with product's each billing cycle.<br />
+
Additionally, here you can find integration code required for quotes page integration in WHMCS client area.<br />
−
As you can see, basic information related to the rules is listed under '' 'Rules' → 'Show Rules' '' tab.
+
Press '' 'Confirm' '' button as soon as you become familiar with the article and place the integration code.
 
|}
 
|}
 
{|
 
{|
−
|style="padding: 0px 0px 20px 25px;"|[[File:STL2_9.png]]
+
|style="padding: 0px 0px 30px 25px;"|[[File:QA_8.png]]
 
|}
 
|}
 +
 +
==Settings==
 
{|
 
{|
−
|style="padding: 0px 0px 20px 15px;"|You can view items assigned to the rule as well as departments, which Support Credit Points will be granted to, by pressing buttons marked on the following screen.
+
|style="padding: 10px 0px 15px 15px;"|This tab allows you to define behavior of the module and set your staff members' permissions.
 
|}
 
|}
 
{|
 
{|
−
|style="padding: 0px 0px 20px 25px;"|[[File:STL2_10.png]]
+
|style="padding: 0px 0px 20px 25px;"|[[File:QA_9.png]]
 
|}
 
|}
 
{|
 
{|
−
|style="padding: 0px 0px 20px 15px;"|Additionally, you can easily manage each of the rules by using buttons in the '' 'Actions' '' column.
+
|style="padding: 0px 0px 15px 15px;"|In order to set up permissions and behavior of the module, mark checkboxes and press '' 'Save Changes' ''.<br />
 +
1. '''Remove A Quote''' - If marked, a quote will be removed after saving it as a template. <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 />
 +
3. '''Load Template''' - access to quote templates loading.<br />
 +
4. '''Save Template''' - defines admin with saving  quote as a template privilege.<br />
 +
5. '''Delete Template''' - ability to remove quote templates.<br />
 +
6. '''Place Order''' - permission to create an order and an invoice from a template.<br />
 +
7. '''Add Domain''' - access to add domain and its addon to quote function.
 
|}
 
|}
 
{|
 
{|
−
|style="padding: 0px 0px 30px 25px;"|[[File:STL2_11.png]]
+
|style="padding: 0px 0px 20px 25px;"|[[File:QA_10.png]]
 
|}
 
|}
  
−
==Add Rule==
+
==Admin Area==
 +
===Create a Quote===
 
{|
 
{|
−
|style="padding: 10px 0px 20px 15px;"|Let us add a new rule, press '' 'Add Rule' '' to proceed.
+
|style="padding: 10px 0px 15px 15px;"|Proceed to '' 'Billing' '' → '' 'Quotes' '' → '' 'Create New Quote' ''.<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.
 
|}
 
|}
 
{|
 
{|
−
|style="padding: 0px 0px 20px 25px;"|[[File:STL2_12.png]]
+
|style="padding: 0px 0px 20px 25px;"|[[File:QA_11.png]]
 
|}
 
|}
 
{|
 
{|
−
|style="padding: 0px 0px 15px 15px;"|Step 1. Fill in rule name and select rule type through pressing '' 'Select' '' button next to the desired item.<br />
+
|style="padding: 0px 0px 15px 15px;"|'' 'Add a Predefined Product' '' button allows you to add products with addons assigned to them.<br />
−
Item type selected here defines the type of the item, for ordering which, your clients will receive Support Credit Points.
+
Upon adding a product, you can choose from configurable options and define its billing cycle.<br />
 +
Additionally, you can decide whether to apply pricing changes from the quote for the first payment only or change the billing cycle price.
 
|}
 
|}
 
{|
 
{|
−
|style="padding: 0px 0px 20px 25px;"|[[File:STL2_13.png]]
+
|style="padding: 0px 0px 20px 25px;"|[[File:QA_12.png]]
 
|}
 
|}
 
{|
 
{|
−
|style="padding: 0px 0px 15px 15px;"|Step 2. Select items the order and activation of which will result in receiving Support Credit Points.<br />
+
|style="padding: 0px 0px 15px 15px;"|You can also add a domain to quote through using '' 'Add a Predefined Domain' '' button.<br />
−
Alternatively, you can switch '' 'Select All' '' to '' 'On', '' then, this rule will be applied to all items in the selected items type.<br />
+
Our module allows you to choose registration type, domain name and TLD, registration period and addons.<br />
−
Press '' 'Next' '' or '' 'Step 3' '' to continue.
+
 
|}
 
|}
 
{|
 
{|
−
|style="padding: 0px 0px 20px 25px;"|[[File:STL2_14.png]]
+
|style="padding: 0px 0px 30px 25px;"|[[File:QA_13.png]]
 
|}
 
|}
 +
===Templates===
 
{|
 
{|
−
|style="padding: 0px 0px 15px 15px;"|Step 3. Now, define departments to apply Support Credit Points to by selecting desired ones or switching '' 'Select All' '' to '' 'On'. ''<br />
+
|style="padding: 10px 0px 15px 15px;"|Now, let's save a quote as a template.<br />
−
Next, select billing options for this rule, fill in amount of Support Credit Points added by the rule and select the rule status.<br />
+
To do so, press '' 'Save Template', '' fill in template name and press '' 'Save'. ''<br />
−
Confirm creation of this rule through pressing '' 'Finish' '' button.
+
''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:STL2_15.png]]
+
|style="padding: 0px 0px 20px 25px;"|[[File:QA_14.png]]
 
|}
 
|}
 
{|
 
{|
−
|style="padding: 0px 0px 20px 15px;"|As you can see on the following screen, the rule has been successfully added.
+
|style="padding: 10px 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 30px 25px;"|[[File:STL2_16.png]]
+
|style="padding: 0px 0px 20px 25px;"|[[File:QA_15.png]]
 
|}
 
|}
−
 
−
==Department Settings==
 
 
{|
 
{|
−
|style="padding: 10px 0px 15px 15px;"|By default, all tickets are free to open.<br />
+
|style="padding: 10px 0px 15px 15px;"|The same way you loaded a template, you can remove it.<br />
−
In the '' 'Department Settings' '' tab you can define price per ticket.<br />
+
Press '' 'Delete Template' '', choose a template to be removed and confirm through pressing '' 'Delete' '' and afterwards '' 'Yes'.''
−
Let's set up support credit points required to open tickets in the '' 'Feedback' '' support department.<br />
+
−
Press '' 'Show Details' '' next to the '' 'Feedback' '' department as shown on the following screen to proceed.
+
 
|}
 
|}
 
{|
 
{|
−
|style="padding: 0px 0px 20px 25px;"|[[File:STL2_17.png]]
+
|style="padding: 0px 0px 20px 25px;"|[[File:QA_16.png]]
−
|}
+
−
{|
+
−
|style="padding: 0px 0px 15px 15px;"|Now, start by defining base price per ticket, it will be added to the price per ticket status.<br />
+
−
Afterwards, fill in the prices for low, normal and high status tickets.<br />
+
−
Confirm those settings through pressing '' 'Save'. ''
+
−
|}
+
−
{|
+
−
|style="padding: 0px 0px 30px 25px;"|[[File:STL2_18.png]]
+
 
|}
 
|}
  
−
==Clients==
+
===Convert Quote To Order===
 
{|
 
{|
−
|style="padding: 10px 0px 15px 15px;"|In the '' 'Clients' '' tab you can view the amount of Support Credit Points owned by your clients.<br />
+
|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.<br />
−
You can use filter to search for a specific client.
+
Press '' 'Place Order' ''.<br />
 +
''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:STL2_19.png]]
+
|style="padding: 0px 0px 20px 25px;"|[[File:QA_17.png]]
 
|}
 
|}
 
{|
 
{|
−
|style="padding: 0px 0px 20px 15px;"|To display/hide client's Support Credit Points, press '' 'Show Detailed Information' ''/'' 'Hide  Detailed Information' '' as shown on the screen below.
+
|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' ''.
 
|}
 
|}
 
{|
 
{|
−
|style="padding: 0px 0px 20px 25px;"|[[File:STL2_20.png]]
+
|style="padding: 0px 0px 20px 25px;"|[[File:QA_18.png]]
 
|}
 
|}
 
{|
 
{|
−
|style="padding: 0px 0px 20px 15px;"|You can also manually add/remove credit points to a client, press '' 'Modify Support Credit Points' '' to do so.
+
|style="padding: 0px 0px 15px 15px;"|The order is also made right away with the specified price.
 
|}
 
|}
 
{|
 
{|
−
|style="padding: 0px 0px 20px 25px;"|[[File:STL2_21.png]]
+
|style="padding: 0px 0px 30px 25px;"|[[File:QA_19.png]]
−
|}
+
−
{|
+
−
|style="padding: 0px 0px 20px 15px;"|Now, fill in the amount of Support Credit Points to be added or removed and then press '' 'Save'. ''
+
−
|}
+
−
{|
+
−
|style="padding: 0px 0px 30px 25px;"|[[File:STL2_22.png]]
+
 
|}
 
|}
  
 
==Client Area==
 
==Client Area==
 
{|
 
{|
−
|style="padding: 10px 0px 15px 15px;"|Let's proceed to the client area in order to create a ticket.<br />
+
|style="padding: 10px 0px 15px 15px;"|If you have marked '' 'Accept Quote & Place An Order', '' the module will alter the quotes in the client area.<br />
−
As you can see, one of the departments is unavailable because this client does not own any Support Ticket Points assigned to this department.<br />
+
Find your quotes and view the ones you want to accept and place order instantly.
−
Let's create a ticket in '' '24/7 Support' '' department.
+
−
|}
+
−
{|
+
−
|style="padding: 0px 0px 20px 25px;"|[[File:STL2_23.png]]
+
−
|}
+
−
{|
+
−
|style="padding: 0px 0px 15px 15px;"|Clients can view their Support Credit Points for chosen department.<br />
+
−
Additionally, they can see the price per each ticket priority as shown on the following screen.
+
−
|}
+
−
{|
+
−
|style="padding: 0px 0px 20px 25px;"|[[File:STL2_23_1.png]]
+
−
|}
+
−
{|
+
−
|style="padding: 0px 0px 15px 15px;"|As you can see the number of client's points in the department has been reduced from 100 to 90 once the ticket has been correctly submitted.
+
−
|}
+
−
{|
+
−
|style="padding: 0px 0px 30px 25px;"|[[File:STL2_23_2.png]]
+
−
|}
+
−
 
+
−
==Sample Workflow==
+
−
{|
+
−
|style="padding: 10px 0px 30px 15px;"|In this section we will show you basic workflow of Support Ticket Limiter For WHMCS usage.
+
−
|}
+
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===New Product Department===
+
−
{|
+
−
|style="padding: 10px 0px 15px 15px;"|1. Let's start by creating a new ticket department, proceed to '' 'Setup' '' → '' 'Support' '' → '' 'Support Departments'. ''<br />
+
−
Now, press '' 'Add New Department'. ''
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|}
+
−
{|
+
−
|style="padding: 0px 0px 20px 25px;"|[[File:STL2_24.png]]
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−
|}
+
−
{|
+
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|style="padding: 0px 0px 15px 15px;"|2. Fill in department name, description and email address.<br />
+
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Additionally, assign administrators to it, mark '' 'Clients Only' '' and press '' 'Add New Department'. ''
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|}
+
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{|
+
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|style="padding: 0px 0px 30px 25px;"|[[File:STL2_25.png]]
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|}
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===New Product Addon===
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{|
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|style="padding: 10px 0px 15px 15px;"|3. Now, let's create a rule, which will add Support Credit Points to the new department.<br />
+
−
In our case, Support Credit Points will be added through product addon.<br />
+
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Therefore, we need to create the product addon first.<br />
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Proceed to '' 'Setup' '' → '' 'Products/Services' '' → '' 'Product Addons' '' and press '' 'Add New Addon'. ''
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|}
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{|
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|style="padding: 0px 0px 20px 25px;"|[[File:STL2_26.png]]
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|}
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{|
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|style="padding: 0px 0px 15px 15px;"|4. Fill in addon name, description and one time pricing.<br />
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Additionally, choose one time billing type, mark '' 'Show on Order' '' and assign desired products.<br />
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Proceed through pressing '' 'Save Changes'. ''
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|}
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{|
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|style="padding: 0px 0px 30px 25px;"|[[File:STL2_27.png]]
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|}
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===New Rule===
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{|
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|style="padding: 10px 0px 20px 15px;"|
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5. Go to '' 'Addons' '' → '' 'Support Ticket Limiter' '' and press '' 'Add Rule'. ''<br/>
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6. Fill in the rule name and select '' 'Product Addon' '' rule type.<br />
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7. Now, select previously created product addon and press '' 'Next'. ''<br />
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8. Set up previously created department and select '' 'One Time' '' from '' 'Support Credit Points Frequency' '' dropdown menu.<br />
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Now, fill in 200 into '' 'Support Credit Points' '' field and press '' 'Finish'. ''<br />
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9. As you can see, rule appeared in rule list and is ready for use.
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|}
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{|
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|style="padding: 0px 0px 30px 25px;"|[[File:STL2_28.png]]
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|}
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===Department Configuration===
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{|
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|style="padding: 10px 0px 15px 15px;"|10. Let's set up amount of points required to open tickets in previously created department.<br />
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Proceed to the '' 'Department Settings' '' tab and press '' 'Show Details' '' next to the previously created department.
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|}
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{|
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|style="padding: 0px 0px 15px 15px;"|11. Let's leave '' 'Required Points' '' at 0, and fill in ''Low' '', '' 'Normal' '' and '' 'High' '' ticket statuses sequentially with 30, 60 and 120.<br />
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Press '' 'Save' '' to confirm changes.
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|}
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{|
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|style="padding: 10px 0px 30px 15px;"|[[File:STL2_28_1.png]]
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|}
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===Example Order===
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{|
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|style="padding: 10px 0px 20px 15px;"|12. Log into client account and order one of product with the previously created product addon.
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|}
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{|
+
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|style="padding: 0px 0px 30px 25px;"|[[File:STL2_29.png]]
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|}
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+
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===New Ticket===
+
−
{|
+
−
|style="padding: 10px 0px 15px 15px;"|13. After payment, both the product and the ordered along with it product addon are active.<br />
+
−
200 Support Credit Points were granted to this account and now can be spent in '' '24/7 Support' '' department.<br />
+
 
|}
 
|}
 
{|
 
{|
−
|style="padding: 0px 0px 20px 25px;"|[[File:STL2_30.png]]
+
|style="padding: 0px 0px 20px 25px;"|[[File:QA_20_1.png]]
 
|}
 
|}
 +
===Accept & Order===
 
{|
 
{|
−
|style="padding: 0px 0px 15px 15px;"|14. Let's use Support Credit Points by opening a new ticket in the '' '24/7 Support' '' department with '' 'High' '' status.<br />
+
|style="padding: 10px 0px 15px 15px;"|Additional actions will be made upon pressing '' 'Accept Quote' '' in the client area.<br />
−
It will cost 120 Support Credit Points, there should be 200 points on your account so you can afford creating only one ticket with '' 'High' '' status.<br />
+
This way, as soon as the client accepts the quote, the module will automatically generate the invoice and the order from the quote.
 
|}
 
|}
 
{|
 
{|
−
|style="padding: 0px 0px 20px 25px;"|[[File:STL2_31.png]]
+
|style="padding: 0px 0px 20px 25px;"|[[File:QA_20.png]]
 
|}
 
|}
 
{|
 
{|
−
|style="padding: 0px 0px 20px 15px;"|15. As you can see on the following screen, the ticket was successfully created.
+
|style="padding: 10px 0px 15px 15px;"|As you can see the status has changed immediately after the quote has been accepted.  
 
|}
 
|}
 
{|
 
{|
−
|style="padding: 0px 0px 20px 25px;"|[[File:STL2_32.png]]
+
|style="padding: 0px 0px 20px 25px;"|[[File:QA_21.png]]
 
|}
 
|}
 
{|
 
{|
−
|style="padding: 0px 0px 20px 15px;"|16. Adequate number of Support Credit Points was removed from '' '24/7 Support' '' department points bundle.
+
|style="padding: 10px 0px 15px 15px;"|You can find now a new invoice to pay on your list of invoices.
 
|}
 
|}
 
{|
 
{|
−
|style="padding: 0px 0px 30px 25px;"|[[File:STL2_33.png]]
+
|style="padding: 0px 0px 30px 25px;"|[[File:QA_22.png]]
 
|}
 
|}
  
 
=Tips=
 
=Tips=
 
{|
 
{|
−
|style="padding: 10px 0px 30px 15px;"|1. It is advised to set one of the departments as a free of charge one. Remember to assign it the lowest priority of support to keep other competitive.
+
|style="padding: 10px 0px 30px 15px;"|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.
 
|}
 
|}
  

Revision as of 15:40, 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 And Its Addons To Quote
✔ Add Domain And Its Addons To Quote
✔ 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.
QA 1.png
2. Upload and extract the module into the main WHMCS directory.

Files in your WHMCS directory should look like on the following screen.

File:QA 2.png
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'.

QA 3.png
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'/

QA 4.png
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.

File:QA 5.png
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'.

File:QA 6.png
7. You have just successfully installed Quotes Automation For WHMCS!

You can access your module at 'Addons' → 'Quotes Automation'.

File:QA 7.png

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.

Additionally, here you can find integration code required for quotes page integration in WHMCS client area.
Press 'Confirm' button as soon as you become familiar with the article and place the integration code.

File:QA 8.png

Settings

This tab allows you to define behavior of the module and set your staff members' permissions.
File:QA 9.png
In order to set up permissions and behavior of the module, mark checkboxes and press 'Save Changes' .

1. Remove A Quote - If marked, a quote will be removed after saving it as a template.
Upon removing a quote you are asked to confirm the action, at this point you can cancel the removal of chosen quotes.
2. Accept Quote & Order - If marked, as soon as your client accepts a quote, it will be converted into an invoice and an order.
3. Load Template - access to quote templates loading.
4. Save Template - defines admin with saving quote as a template privilege.
5. Delete Template - ability to remove quote templates.
6. Place Order - permission to create an order and an invoice from a template.
7. Add Domain - access to add domain and its addon to quote function.

File:QA 10.png

Admin Area

Create a Quote

Proceed to 'Billing' → 'Quotes' → 'Create New Quote' .

As you can see, new buttons are available.
Use buttons marked on the following screen to add domains and products to the quote.

File:QA 11.png
'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.
Additionally, you can decide whether to apply pricing changes from the quote for the first payment only or change the billing cycle price.

File:QA 12.png
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.

File:QA 13.png

Templates

Now, let's save a quote as a template.

To do so, press 'Save Template', fill in template name and press 'Save'.
Note: If 'Remove Quote After Template Creation' is enabled, you will be asked if the quote should be removed.

File:QA 14.png
To use the template in a new quote, press 'Load Template' , choose it from the list of your templates and click 'Load'.
File:QA 15.png
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' and afterwards 'Yes'.

File:QA 16.png

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.

File:QA 17.png
On the screen below you can see the invoice.

As you can see, the 50% discount was applied to the product 'Product X' .

File:QA 18.png
The order is also made right away with the specified price.
File:QA 19.png

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.

File:QA 20 1.png

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.

File:QA 20.png
As you can see the status has changed immediately after the quote has been accepted.
File:QA 21.png
You can find now a new invoice to pay on your list of invoices.
File:QA 22.png

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.
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