Product Cross-Selling For WHMCS
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<meta name="description" content="ModulesGarden Wiki Contains All The Information You Need About The Product Cross-Selling For WHMCS Module."></meta> | <meta name="description" content="ModulesGarden Wiki Contains All The Information You Need About The Product Cross-Selling For WHMCS Module."></meta> | ||
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=About [https://www.modulesgarden.com/products/whmcs/product-cross-selling Product Cross-Selling For WHMCS]= | =About [https://www.modulesgarden.com/products/whmcs/product-cross-selling Product Cross-Selling For WHMCS]= | ||
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*'''Addon Features''' | *'''Addon Features''' | ||
{| | {| | ||
| − | |style="padding: 10px 0px 0px 30px;"|✔ Add Related/Recommended Products Based On Items In Cart: | + | |style="padding: 10px 0px 0px 30px;"|✔ Add Related/Recommended Products And Product Addons Based On Items In Cart: |
|} | |} | ||
{| | {| | ||
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|} | |} | ||
{| | {| | ||
| − | |style="padding: 0px 0px 0px 30px;"|✔ Configure Product Tile Details: | + | |style="padding: 0px 0px 0px 30px;"|✔ Configure Product And Product Addon Tile Details: |
|} | |} | ||
{| | {| | ||
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|} | |} | ||
{| | {| | ||
| − | |style="padding: 0px 0px 10px 30px;"|✔ View Logs Of Added To Cart Related/Recommended | + | |style="padding: 0px 0px 0px 30px;"|✔ Define Number Of Tiles To Display At Once Depending On Screen Size |
| + | |} | ||
| + | {| | ||
| + | |style="padding: 0px 0px 10px 30px;"|✔ View Logs Of Added To Cart Related/Recommended Items | ||
|} | |} | ||
*'''Client Area Features''' | *'''Client Area Features''' | ||
{| | {| | ||
| − | |style="padding: 10px 0px 0px 30px;"|✔ View Related/Recommended Products Tiles Based On Items In Cart | + | |style="padding: 10px 0px 0px 30px;"|✔ View Related/Recommended Products And Product Addons Tiles Based On Items In Cart |
|} | |} | ||
{| | {| | ||
| − | |style="padding: 0px 0px 0px 30px;"|✔ Use One-click To Add Related/Recommended | + | |style="padding: 0px 0px 0px 30px;"|✔ Use One-click To Add Related/Recommended Items To Cart |
|} | |} | ||
{| | {| | ||
| − | |style="padding: 0px 0px 0px 30px;"|✔ Move Between Multiple Related/Recommended | + | |style="padding: 0px 0px 0px 30px;"|✔ Move Between Multiple Related/Recommended Items Using Tiles Slider |
|} | |} | ||
{| | {| | ||
| − | |style="padding: 0px 0px 10px 30px;"|✔ Display | + | |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)] |
|} | |} | ||
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====Cross-Selling Details==== | ====Cross-Selling Details==== | ||
{| | {| | ||
| − | |style="padding: 10px 0px 15px 15px;"|In product ''Cross-Selling Details'' section you will find two separate tables. One dedicated to '' 'Related | + | |style="padding: 10px 0px 15px 15px;"|In product ''Cross-Selling Details'' section you will find two separate tables. One dedicated to '' 'Related Items' '' and the other dedicated to '' 'Recommended Items'.''<br/> Both of them are configured in the very same way. To start, simply press the button '' 'Add Related Item'. '' |
|} | |} | ||
{| | {| | ||
|style="padding: 0px 0px 30px 25px;"|[[File:PCS_10.png]] | |style="padding: 0px 0px 30px 25px;"|[[File:PCS_10.png]] | ||
|} | |} | ||
| − | =====Related | + | =====Related Items===== |
{| | {| | ||
| − | |style="padding: 10px 0px 15px 15px;"|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 | + | |style="padding: 10px 0px 15px 15px;"|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)'' | *Set status to enabled ''(you may disable it at any time)'' | ||
| − | *Select | + | *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.'' |
| − | *Define the product priority, the higher the number the higher the priority level and higher position on the list of suggested | + | *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 | *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 | + | *The same way change the item description if you wish<br/> |
'' 'Confirm' '' the action when ready. | '' 'Confirm' '' the action when ready. | ||
|} | |} | ||
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|} | |} | ||
{| | {| | ||
| − | |style="padding: 0px 0px 20px 15px;"|Repeat this step and add as many | + | |style="padding: 0px 0px 20px 15px;"|Repeat this step and add as many elements to the '' 'Related Items' '' section of this one item as you need. |
|} | |} | ||
{| | {| | ||
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| − | =====Recommended | + | =====Recommended Items===== |
{| | {| | ||
| − | |style="padding: 10px 0px 15px 15px;"|As mentioned previously, recommended | + | |style="padding: 10px 0px 15px 15px;"|As mentioned previously, recommended items are added and configured in the very same way as related items.<br/> |
|} | |} | ||
{| | {| | ||
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*Set status to enabled (you may disable it at any time) | *Set status to enabled (you may disable it at any time) | ||
| − | *Select | + | *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/> |
| − | *Define the product priority, the higher the number the higher the priority level and higher position on the list of recommended | + | *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 | *You can now change the default image of the product. It will be used only when this item is displayed as recommended | ||
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|} | |} | ||
{| | {| | ||
| − | |style="padding: 0px 0px 10px 15px;"|Repeat this step and add as many | + | |style="padding: 0px 0px 10px 15px;"|Repeat this step and add as many elements to the '' 'Recommended Items' '' section of this one item as you need. |
|} | |} | ||
{| | {| | ||
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# Priority Up - change the priority level to one point higher (if applicable) | # Priority Up - change the priority level to one point higher (if applicable) | ||
# Priority Down - change the priority level to one point lower (if applicable) | # Priority Down - change the priority level to one point lower (if applicable) | ||
| − | # Edit | + | # Edit Item - alter the item tail details |
| − | # Delete | + | # Delete Item - remove this item from the list |
|} | |} | ||
{| | {| | ||
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{| | {| | ||
|style="padding: 0px 0px 15px 15px;"|Use mass action buttons to quickly change the status of numerous products or delete them from the list in bulk.<br/> | |style="padding: 0px 0px 15px 15px;"|Use mass action buttons to quickly change the status of numerous products or delete them from the list in bulk.<br/> | ||
| − | '''''Note:''' The same actions are valid for both related and recommended | + | '''''Note:''' The same actions are valid for both related and recommended items.'' |
|} | |} | ||
{| | {| | ||
|style="padding: 0px 0px 30px 25px;"|[[File:PCS_15.png]] | |style="padding: 0px 0px 30px 25px;"|[[File:PCS_15.png]] | ||
| + | |} | ||
| + | |||
| + | ===Addons=== | ||
| + | {| | ||
| + | |style="padding: 10px 0px 15px 15px;"|''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. | ||
| + | |} | ||
| + | {| | ||
| + | |style="padding: 0px 0px 30px 25px;"|[[File:PCS_15_1.png]] | ||
| + | |} | ||
| + | {| | ||
| + | |style="padding: 0px 0px 15px 15px;"|Click on the edit icon to set '' 'Background Color' '', '' 'Image' '' as well as '' 'Description' '' of the particular addon. Once ready, confirm your changes. | ||
| + | |} | ||
| + | {| | ||
| + | |style="padding: 0px 0px 30px 25px;"|[[File:PCS_15_2.png]] | ||
| + | |} | ||
| + | |||
| + | ===Settings=== | ||
| + | {| | ||
| + | |style="padding: 10px 0px 15px 15px;"|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. | ||
| + | |} | ||
| + | {| | ||
| + | |style="padding: 0px 0px 30px 25px;"|[[File:PCS_15_3.png]] | ||
| + | |} | ||
| + | {| | ||
| + | |style="padding: 0px 0px 20px 15px;"|You can easily change your preferences by selecting the number of items from the dropdown menu. | ||
| + | |} | ||
| + | {| | ||
| + | |style="padding: 0px 0px 30px 25px;"|[[File:PCS_15_4.png]] | ||
|} | |} | ||
===Module Logs=== | ===Module Logs=== | ||
{| | {| | ||
| − | |style="padding: 10px 0px 15px 15px;"|In '' 'Logs' '' section you may preview a full list of clients' actions of adding to a cart any related or recommended | + | |style="padding: 10px 0px 15px 15px;"|In '' 'Logs' '' section you may preview a full list of clients' actions of adding to a cart any related or recommended items.<br/> |
Use action buttons to delete single log entries. | Use action buttons to delete single log entries. | ||
|} | |} | ||
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*''Lagom''<br/> | *''Lagom''<br/> | ||
<br/> | <br/> | ||
| − | Related and recommended | + | Related and recommended items appear instantly after adding a single product into the cart. <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. | 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. | ||
|} | |} | ||
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|} | |} | ||
{| | {| | ||
| − | |style="padding: 0px 0px 30px 15px;"|3. In case a related/recommended | + | |style="padding: 0px 0px 30px 15px;"|3. In case a related/recommended item has various billing cycles, the shortest billing cycle is offered for clients in the suggestion box. |
|} | |} | ||
=Update Instructions= | =Update Instructions= | ||
{| | {| | ||
| − | |style="padding: 10px 0px 30px 15px;"| | + | |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/> |
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/> | 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/> | ||
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/> | 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/> | ||
|} | |} | ||
| + | |||
=Common Problems= | =Common Problems= | ||
{| | {| | ||
|style="padding: 10px 0px 30px 15px;"|'''1. When you have problems with connection, check whether your SELinux or firewall does not block ports.''' | |style="padding: 10px 0px 30px 15px;"|'''1. When you have problems with connection, check whether your SELinux or firewall does not block ports.''' | ||
|} | |} | ||
Revision as of 15:55, 12 February 2020
Contents |
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. |
- 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 |
| ✔ Toggle Status |
| ✔ Define Number Of Tiles To Display At Once Depending On Screen Size |
| ✔ View Logs Of Added To Cart Related/Recommended Items |
- 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 Discounted Products And Addons Labels On Tiles - Requires Discount Center For WHMCS (read more) |
- General Info:
| ✔ Integrated With Discount Center For WHMCS - Create And Manage Discounts In Fully Automatic Manner (read more) |
| ✔ Supports Default And Custom Order Forms |
| ✔ Multi-Language Support |
| ✔ Supports PHP 7.1 Up To PHP 7.3 |
| ✔ Supports WHMCS Template Six, Allure And Lagom |
| ✔ Supports WHMCS V7.7 And Later |
| ✔ Easy Module Upgrade To Open Source Version |
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 'Setup' → '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'. |
|
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! |
Addon Configuration
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:
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. |
| Then, move to the 'Cross-Selling Details' configuration of an active product. |
|
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'. |
|
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'.
'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. |
|
Recommended Items
| As mentioned previously, recommended items are added and configured in the very same way as related items. |
|
Set up the item details:
'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:
|
|
| 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. |
|
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. |
|
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. |
|
| You can easily change your preferences by selecting the number of items from the dropdown menu. |
|
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. |
|
Client Area
Here is a list of all order forms that can be used with Product Cross-Selling module to suggest products:
|
|
| 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. 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. |
|
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. |
Update Instructions
| An essential guidance through the process of updating the module is offered here. 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! |
Common Problems
| 1. When you have problems with connection, check whether your SELinux or firewall does not block ports. |