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Resellers Center 2.X For WHMCS

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Revision as of 09:08, 5 June 2014 by Gregor (Talk | contribs)

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Contents

About Resellers For WHMCS

Resellers Center For WHMCS is a module that allows your resellers to manage their own customers and their orders through WHMCS!

Owing to our product, subclients through your resellers, can easily order services directly from you.
With this module, your customers can create subclients and assign them products, services and domains.
Subclients will be able to log in to their own WHMCS accounts to e.g. manage their services, pay invoices or create tickets.
In other words, Resellers Center For WHMCS gives your resellers the possibility to conveniently offer your products and services to their own customers.

  • Features:
✔ Reseller's Branding Area (CNAME, Template, Logo)
✔ Set Up Contacts As Subclients (By Admin Or Client)
✔ Complete Management Of Clients And Subclients From Admin Panel
✔ Choose Subclient When Placing New Order
✔ Assign Existing Products/Services/Domains To Subclient
✔ Generate Invoices With Subclients Details
✔ Subclients Can List And Manage Assigned Products/Services/Domains/Invoices
✔ Subclients Can Create and Manage Tickets
✔ Subclients Can Receive Emails Related To Their Assigned Products/Services/Domains/Tickets/Invoices
✔ Override Registrar Contact Details (When Registering Domain)
✔ Assign Specific Product Groups To Specific Client Groups
✔ Edit Email Templates By Resellers For Their Subclients
✔ Add Subclient During Order Creation In Reseller's Area
✔ First Level Of Support For Subclients
✔ View Information About Subclients Assigned To The Product In The Resellers Client Area
✔ View Resellers List
✔ View Resellers Sales
✔ Information Highlighted In Green Or Red About Integration Codes Status
✔ VIES And EU VAT For Subclients Will Remove The Tax (EU Companies Only)
  • Additionally:
✔ Multi-Language Support
✔ Supports WHMCS V5 and Later

Installation

Installation of Resellers Center For WHMCS requires a few simple modifications of template files.

No worries, we will guide you step by step through the entire installation process.

Installation

1. Log in to your client area and download Resellers Center For WHMCS Module.
File:R1.png
2. Upload and extract the module into the main WHMCS directory.

Files in your WHMCS directory should look like this.

File:R2.png
3. When you install Resellers Center module for the first time you have to rename 'license_RENAME.php' file.

File is located at 'modules/addons/mg_resellers/license_RENAME.php' . Rename it from 'license_RENAME.php' to 'license.php' .

File:R3.png
4. In order to configure your license key you have to edit a previously renamed 'license.php' file.

Enter your license key between quotation marks as presented on the following screen. You can find your license key at your client area → 'My Products' .

File:R4.png
5. Next step is setting permission to 'resellers_logos' directory.

Directory is located at 'your_whmcs/modules/addons/mg_resellers/' .
Set chmod to '755' , if your resellers still can not upload logo, set it to '777' .

File:R4 1.png

Activation of Addon

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

Login to your WHMCS admin area. Click 'Setup' then choose 'Addon Modules' .
Afterwards, find 'Resellers Center' and press Activate button.

File:R5.png
7. In next step you need to permit access to this module.

To do so, choose 'Full Administrator' and press 'Save Changes' .

File:R6.png
8. It is recommended to disable auto applying credit. (this step is optional)

Otherwise, reseller's client's orders will be automatically paid using credit from reseller's account.
Go to 'Setup' 'General settings' 'Invoices' and mark 'Disable Auto Credit Applying' checkbox.
Next, press 'Save Changes' .

File:R6 1.png
9. Afterwards, enter Resellers Center For WHMCS admin panel. For this purpose go to 'Addons' 'Resellers Center' .

Then click on 'Integration Codes' as shown on the screen below.

File:R7.png
10. Backup your WHMCS template files and follow the instructions in 'Integration Codes' tab.
File:R8.png
11. To check whether you have done everything successfully, log in to one of your customers account and click on 'Contacts/Sub-Accounts' .
File:R9.png
12. If you can see a screen with a similar information, that means everything went according to plan and your module is ready for action!

Remember to check marked checkboxes, they will enable client area for subclient, allow him to see invoice for his products and enable Reseller module for his account.

File:R10.png

Management and Configuration

Management of Resellers Center For WHMCS is very convenient. You can supervise everything from your Resellers Center addon module.

What is more, handling of the module for both your resellers and their own customers is very simple and do not cause any problems.
After successfully finished installation we can proceed. Lets see what our product can do.

Module Configuration

Configuration of the module is very intuitive and consists of selecting items which customers of your resellers will be able to access.
File:R11.png

Configuration

At 'Configuration' tab you can set basic settings of Reseller module.

1. Setting access for subclients to specific parts of WHMCS client area functionality.
2. Allowing resellers to solve and forward ticket in selected department.
3. Allowing your resellers to sell your product on their domain.
4. Enable resellers to upload their custom logo.
5. Setting template for your reseller's subclients, remember to enter integration code for template set here.
6. Display direct links to product groups in Reseller Management Area and product group in subclient order forms.
Note: Even with unchecked 'Enable Domains' your reseller can assign domains to his clients and reseller's clients can order domain.
This only disables ability to assign existing domain to reseller clients.

File:R12.png

Reseller Management Area

To set up access to reseller management area for your resellers you need to create user group and assign your resellers to it.

To create it, go to 'Setup' 'Client Groups' .
Now, enter group name, choose its color (optional) and set discount for this group (optional).
Afterwards, confirm creation of this group through pressing 'Save Changes' .

File:R13.png
Go back to your Reseller addon → 'Configuration' tab.

As you can see, client group is visible here. Select product groups to set is available for your reseller's clients.
Next, press 'Save Changes' .

File:R14.png
Now, you have to add your resellers to previously created group to enable client group settings to them.

Go to reseller profile and select client group from a dropdown menu.
Finish through clicking on 'Save Changes' .

File:R15.png

Management of Sales

At 'Sales' tab, you can view all orders made by your resellers clients as well as all orders made by your resellers for their clients.
File:R15 1.png

Management of Resellers

To view your resellers list, open 'Resellers' tab.

Here you can find list of resellers with information about companies and clients group they are assigned to and links to resellers accounts.

File:R16.png

Management of Contacts

At 'Contacts' tab you can manage your resellers contacts.

Here you can enable/disable contacts, obtain more details about your customers and their contacts.

File:R18.png
Click on 'Contact Name' to obtain more information about contact's products/services and domains. You can also modify the contact.
File:R19.png
As you can see, all products, services and domains assigned to reseller account are visible here.

Items assigned to your reseller contact are highlighted in blue, items assigned to other contacts of reseller are gray, products assigned to reseller are black.

File:R19 1.png
To obtain more information about contact, simply click on 'Contact Email' .

From here you can manage the contact and modify the permissions.

File:R20.png
If you would like to view the information of your customer, simply click on 'Client' or 'Contact Email' .
File:R20 1.png

Email Templates

You can also define which email templates can be customized by your resellers.

Simply mark/unmark checkboxes next to templates and press 'Save' .

File:R21.png

Reseller Management Area

At client area your can add new subclients and manage reseller area.

Access to reseller management area are granted only to those clients, to whom product group are assigned through clients group in Resellers Center addon module.
At reseller area you can customize email templates, find links to order carts, set company name, set your own domain instead of prepared links and upload custom logo.
Important: It is recommended to not use credits when you have subclients. Otherwise their orders will be paid from your credit balance.
You can also ask administrator to disable auto applying credit at 'Setup' 'General settings' 'Invoices' .

File:R22.png

Email Templates

To edit email templates used in emails sent to your clients, press on 'Email Templates' button.
File:R23.png
Afterwards, press on email templates you want to edit.
File:R24.png
Finally, edit email template to fit your needs and press 'Save' button.
File:R25.png

Advanced Links

By pressing 'Advanced Links' you can display direct links to product and product groups.

They can be used at your reseller website (if used) or delivered directly to your subclients.

File:R26.png

Branding

Enter your company name used in email templates here and press 'Save Changes' .
File:R27.png
To use your own domain, enter its name here and press 'Save Changes' .

Afterwards, create CNAME record in DNS settings. For example, your domain is reseller.com and WHMCS used by you is whmcs.domain.com.
In this situation, your CNAME will be 'reseller.com. CNAME whmcs.domain.com.' .

File:R28.png
To upload logo, simply press on 'Edit' button, afterwards on 'Upload' button, choose logo and save it.
File:R29.png
You can also view uploaded logo, this can be done through clicking 'preview' as shown on the screen below.
File:R29 1.png

Ordering

There are three ways to add product to subclients account, we will show all of them below.

Assign Product by Reseller

Your resellers can place orders for their own customers as if the orders were for themselves.

The only difference is that they need to choose a contact from a 'Subclient' dropdown menu. And that's all!

File:R30.png
If the option is not unchecked, both your reseller and his customer will receive order confirmation email.

Afterwards, when subclient will log in to WHMCS, he will be able to view and manage previously ordered products.
Subclients can also list and pay invoices or create tickets(if these options are checked in Reseller addon module).

File:R31.png

Access Order Through Link

Your resellers can provide their subclients with link to product or product group.

To do so, resellers need access to 'Reseller's Management Area' , you can set it up here.

File:R32.png

Access Order From Client Area

Your reseller's contacts can view order form with product group assigned to their reseller.

Therefore your reselle's contact can make orders by their selfs using order forms in their client area.

File:R33.png

Tickets Management

If you enabled support tickets in your addon, your resellers can reply and forward tickets created by their subclients.

It is only available for tickets department set in Resellers Center addon.

File:R34.png
On the screen below you can see ticket created by resellers contact in reseller's client area.
File:R35.png

Tips

1. You can create hidden product group visible only for resellers and their clients.

To do so, create hidden product groups with product available for resell.
Afterwards, just assign it to client group in your Reseller addon → 'Configuration' tab (assignment is shown on second screen of this section).

2. 'Reseller's Management Area' button is added to client area home page by variable '$addons_html' .

That can be omitted in some templates, but you can add it at custom, better place for your template.
URL to 'Reseller's Management Area' is 'index.php?m=mg_resellers&modpage=management&modsubpage=management' .

3. If your WHMCS is in subdirectory, then your resellers using CNAME record must provide their links with it.

For example reseller.com/main-whmcs-directory instead of simple reseller.com..
You can change that behaviour through adding code below to .htaccess file:

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 is not blocking ports.
2. When you use https on main WHMCS and your reseller passes non-https domain, his subclient will see warning message from browser that certificate does not match.
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