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Product Cross-Selling For WHMCS

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<meta name="keywords" content="product cross-selling for whmcs, product cross-selling configuration, whmcs product cross-selling management, whmcs product cross-selling installation, whmcs product cross-selling common problems, about whmcs product cross-selling, whmcs product cross-selling documentation, whmcs product cross-selling faq, whmcs product cross-selling help, whmcs product cross-selling guide, whmcs product cross-selling wiki, whmcs product cross-selling tutorial, whmcs product cross-selling tips, whmcs product cross-selling wiki"></meta>
 
<meta name="keywords" content="product cross-selling for whmcs, product cross-selling configuration, whmcs product cross-selling management, whmcs product cross-selling installation, whmcs product cross-selling common problems, about whmcs product cross-selling, whmcs product cross-selling documentation, whmcs product cross-selling faq, whmcs product cross-selling help, whmcs product cross-selling guide, whmcs product cross-selling wiki, whmcs product cross-selling tutorial, whmcs product cross-selling tips, whmcs product cross-selling wiki"></meta>
 
<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>
−
 
−
<h4 style="color: #ff0000; font-weight:bold; text-align:center;">Article update is ongoing on this page, watch out for broken links, unclear descriptions and images!<br/>
 
−
We are sorry for the inconvenience caused.</h4>
 
  
 
=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 0px 45px;"|✔ Set Short Description
 
|style="padding: 0px 0px 0px 45px;"|✔ Set Short Description
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 45px;"|✔ Set Minimum Number Of Recommended/Related Products
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 45px;"|✔ Choose Custom Label
 
|}
 
|}
 
{|
 
{|
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|}
 
|}
 
{|
 
{|
−
|style="padding: 0px 0px 10px 30px;"|✔ View Logs Of Added To Cart Related/Recommended Products
+
|style="padding: 0px 0px 0px 30px;"|✔ Add Multiple Language Translations To Product Short Description
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 30px;"|✔ Add And Customize Labels Displayed On Item Tiles:
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 45px;"|✔ Provide Label Header And Text
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 45px;"|✔ Set Color of Label Background/Header/Text
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 30px;"|✔ Define Number Of Tiles To Display At Once Depending On Screen Size
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 30px;"|✔ Define Items Limit That Can Be Displayed
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 30px;"|✔ Enable Popup Confirmation After Adding Item To Cart
 +
|}
 +
{|
 +
|style="padding: 0px 0px 10px 30px;"|✔ View Logs Of Related/Recommended Items Added To Cart
 
|}
 
|}
  
 
*'''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 Products To Cart
+
|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 Products Using Tiles Slider
+
|style="padding: 0px 0px 0px 30px;"|✔ Move Between Multiple Related/Recommended Items Using Tiles Slider
 
|}
 
|}
 
{|
 
{|
−
|style="padding: 0px 0px 10px 30px;"|✔ Display Labels Of Discounted Products On Tiles - Requires <u>Discount Center For WHMCS</u> [https://www.modulesgarden.com/products/whmcs/discount-center (read more)]
+
|style="padding: 0px 0px 0px 30px;"|✔ Display Custom Labels On Tiles
 +
|}
 +
{|
 +
|style="padding: 0px 0px 10px 30px;"|✔ Display Discounted Products And Addons Labels On Tiles - Requires [https://www.modulesgarden.com/products/whmcs/discount-center Discount Center For WHMCS]
 
|}
 
|}
  
 
*'''General Info:'''
 
*'''General Info:'''
 
{|
 
{|
−
|style="padding: 10px 0px 0px 30px;"|✔ Integrated With <u>Discount Center For WHMCS</u> - Create And Manage Discounts In Fully Automatic Manner [https://www.modulesgarden.com/products/whmcs/discount-center (read more)]
+
|style="padding: 10px 0px 0px 30px;"|✔ Integrated With [https://www.modulesgarden.com/products/whmcs/discount-center Discount Center For WHMCS] - Create And Manage Discounts In Fully Automatic Manner
 
|}
 
|}
 
{|
 
{|
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|}
 
|}
 
{|
 
{|
−
|style="padding: 0px 0px 0px 30px;"|✔ Supports PHP 7.1 Up To PHP 7.3
+
|style="padding: 0px 0px 0px 30px;"|✔ Supports WHMCS Themes "Six", "Twenty-One", "Allure" And "Lagom WHMCS Client Theme"
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 30px;"|✔ Supports PHP 8.1 Back To PHP 7.4
 
|}
 
|}
 
{|
 
{|
−
|style="padding: 0px 0px 0px 30px;"|✔ Supports WHMCS Template Six And Lagom
+
|style="padding: 0px 0px 0px 30px;"|✔ Supports WHMCS V8.9 Back To WHMCS V8.6
 
|}
 
|}
 
{|
 
{|
−
|style="padding: 0px 0px 0px 30px;"|✔ Supports WHMCS V7.5 And Later
+
|style="padding: 0px 0px 0px 30px;"|✔ Requires ionCube Loader V12 Or Later
 
|}
 
|}
 
{|
 
{|
−
|style="padding: 0px 0px 30px 30px;"|✔ Easy Module Upgrade To [https://www.modulesgarden.com/products/whmcs/product-cross-selling#open-source-version Open Source Version]
+
|style="padding: 0px 0px 30px 30px;"|✔ Easy [https://www.docs.modulesgarden.com/How_To_Upgrade_WHMCS_Module Module Upgrade] To [https://www.modulesgarden.com/products/whmcs/product-cross-selling#open-source-version Open Source Version]
 
|}
 
|}
  
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{|
 
{|
 
|style="padding: 0px 0px 15px 15px;"|'''7. Now you have to activate the module in your WHMCS system. '''<br />
 
|style="padding: 0px 0px 15px 15px;"|'''7. 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 '' 'Product Cross-Selling' '' and press '' 'Activate' '' button.
+
Log in to your WHMCS admin area. Go to '' 'System Settings' '' → '' 'Addon Modules'. '' Afterwards, find '' 'Product Cross-Selling' '' and press '' 'Activate' '' button.
 
|}
 
|}
 
{|
 
{|
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*Select '''Background Color''' to attract the client attention   
 
*Select '''Background Color''' to attract the client attention   
  
−
*Add '''Image''' that will be displayed on this product's customized tail ''(required)''<br/> '''''Note:''' It is advised to upload square-shaped images to avoid their deformation. Accepted image formats: '.gif .png .jpg .jpeg'. ''
+
*Add '''Image''' that will be displayed on this product's customized tail ''(required)''<br/> '''''Note:''' It is advised to upload square-shaped images to avoid their deformation. Accepted image formats: '.gif .png .jpg .jpeg .svg'. ''
  
 
*Change the '''Status''' to enabled to allow showing this product as suggested in the client area
 
*Change the '''Status''' to enabled to allow showing this product as suggested in the client area
  
−
*Provide a short '''Description''' of the product, it will let the client get the gist of its usage and purpose<br/>
+
*'''Required Recommended Products''' - enter the minimum number of items, from the group of recommended ones, the client will have to purchase with the main product to be able to complete the order
 +
 
 +
*'''Required Related Products''' -  enter the minimum number of items, from the group of related ones, the client will have to purchase with the main product to be able to complete the order
 +
 
 +
*Provide a short '''Description''' of the product, it will let the client get the gist of its usage and purpose
 +
 
 +
*Choose one of your custom '''Labels''', it will appear at the top left corner of the product icon. Learn more about creating labels [[#Labels|here]].<br/>
 
Press '' 'Confirm' '' when ready.
 
Press '' 'Confirm' '' when ready.
 
|}
 
|}
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|}
 
|}
 
{|
 
{|
−
|style="padding: 0px 0px 10px 15px;"|In this way, enable and configure as many products as you wish.
+
|style="padding: 0px 0px 30px 15px;"|In this way, enable and configure as many products as you wish.
 
|}
 
|}
 +
=====Translations=====
 
{|
 
{|
−
|style="padding: 0px 0px 15px 15px;"|Then, move to the '' 'Cross-Selling Details' '' configuration of an active product.
+
|style="padding: 10px 0px 15px 15px;"|Manage translations so you can now add related and recommended item descriptions in any language you wish. <br/>
 +
Press the icon to manage translations per single product. Then press '' 'Add Translation'.''
 
|}
 
|}
 
{|
 
{|
−
|style="padding: 0px 0px 30px 25px;"|[[File:PCS_9.png]]
+
|style="padding: 0px 0px 20px 25px;"|[[File:PCS_8_2.png]]
 
|}
 
|}
 +
{|
 +
|style="padding: 0px 0px 20px 25px;"|[[File:PCS_8_3.png]]
 +
|}
 +
{|
 +
|style="padding: 0px 0px 15px 15px;"|Choose language you are going to use in the client area and then paste the description content in the selected language.<br/>
 +
Confirm when ready.
 +
|}
 +
{|
 +
|style="padding: 0px 0px 20px 25px;"|[[File:PCS_8_4.png]]
 +
|}
 +
{|
 +
|style="padding: 0px 0px 20px 15px;"|You may add as many language versions ans you only need. Edit (1.) the existing ones, delete (2.) single translations or use mass delete (3.) option.
 +
|}
 +
{|
 +
|style="padding: 0px 0px 30px 25px;"|[[File:PCS_8_5.png]]
 +
|}
 +
<!--{|
 +
|style="padding: 0px 0px 20px 15px;"|Clients will see the product descriptions in the client area in the language of their choice.
 +
|}
 +
{|
 +
|style="padding: 0px 0px 30px 25px;"|[[File:PCS_8_6.png]]
 +
|}-->
 +
 
====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 Products' '' and the other dedicated to '' 'Recommended Products'.''<br/> Both of them are configured in the very same way. To start, simply press the button '' 'Add Related Product'. ''
+
|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_9.png]]
 
|}
 
|}
 
{|
 
{|
 
|style="padding: 0px 0px 30px 25px;"|[[File:PCS_10.png]]
 
|style="padding: 0px 0px 30px 25px;"|[[File:PCS_10.png]]
 
|}
 
|}
−
=====Related Products=====
+
=====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 Products'.''
+
|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 a product 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.''
+
*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.''
  
−
*Define the product priority, the higher the number the higher the priority level and higher position on the list of suggested products in the client area cross-selling section
+
*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 product description if you wish<br/>
+
*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 items to the '' 'Related Products' '' section of this one product as you need.
+
|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 Products=====
+
=====Recommended Items=====
 
{|
 
{|
−
|style="padding: 10px 0px 15px 15px;"|As mentioned previously, recommended products are added and configured in the very same way as related products.<br/>
+
|style="padding: 10px 0px 15px 15px;"|As mentioned previously, recommended items are added and configured the same way as related items.<br/>
 
|}
 
|}
 
{|
 
{|
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|}
 
|}
 
{|
 
{|
−
|style="padding: 0px 0px 15px 15px;"|Set up the item details:
+
|style="padding: 0px 0px 20px 15px;"|Set up the item details:
 
*Set status to enabled (you may disable it at any time)
 
*Set status to enabled (you may disable it at any time)
  
−
*Select a product 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.''
+
*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/> '''''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 products in the client area cross-selling section
+
*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 items to the '' 'Recommended Products' '' section of this one product as you need.
+
|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 Product Details - alter the item tail details
+
# Edit Item - alter the item tail details
−
# Delete Product - remove this item from the list     
+
# 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 products.''
+
'''''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]]
 +
|}
 +
 +
===Labels===
 +
{|
 +
|style="padding: 10px 0px 15px 15px;"|Here you can create labels that can then be assigned to the selected related and recommended products and addons that appear in the cross selling section in the client area.<br/>
 +
Each label may be distinguished by its own color and displayed text. <br/>
 +
The label will then be added to the top left corner of the displayed product/addon icon for which it has been previously selected.
 +
|}
 +
{|
 +
|style="padding: 0px 0px 20px 25px;"|[[File:PCS_16_1.png]]
 +
|}
 +
{|
 +
|style="padding: 10px 0px 15px 15px;"|Press the '' 'Add New Label' '' button to create the first one. <br/>
 +
Then, set a header that will appear on the label and additional text that appears below the main header on the label. <br/>
 +
Finally, set the color of the texts and the background of the label, and save changes when ready.
 +
|}
 +
{|
 +
|style="padding: 0px 0px 20px 25px;"|[[File:PCS_16_2.png]]
 +
|}
 +
{|
 +
|style="padding: 10px 0px 15px 15px;"|Once the label has been created, it will appear on the list, where you can edit or delete it. <br/>
 +
To learn how to assign the label to a particular product or addon, see the '' '[[#Products|Products]]' '' and ' ''[[#Addons|Addons]]'' ' sections.
 +
|}
 +
{|
 +
|style="padding: 0px 0px 30px 25px;"|[[File:PCS_16_3.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.<br/>
 +
* '''Items Limit''' - define a maximum number of items that will be allowed to chose from
 +
* '''Notification Popup''' - enable this option and a popup will appear informing the user about a new item being added to the cart.
 +
|}
 +
{|
 +
|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 products.<br/>
+
|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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==Client Area==
 
==Client Area==
 
{|
 
{|
−
|style="padding: 10px 0px 15px 15px;"|Related and recommended products 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 selected product to the cart.
+
|style="padding: 10px 0px 15px 15px;"|Here is a list of all order forms that can be used with Product Cross-Selling For WHMCS module to suggest products:
 +
*''Standard Cart''
 +
*''Legacy Boxes''
 +
*''Legacy Modern''
 +
*''Cloud Slider''
 +
*''Universal Slider''
 +
*''Premium Comparison''
 +
*''Pure Comparison''
 +
*''Supreme Comparison''
 +
*''Lagom Theme''<br/>
 +
Once a client wants to order the desired product, a list of all related and recommended items will be displayed as presented below. You need to navigate arrows to check all available services. <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. <br/> Finally, proceed to the '' 'View Cart' '' section.<br/>
 
|}
 
|}
 
{|
 
{|
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{|
 
{|
 
|style="padding: 0px 0px 15px 15px;"|After adding a new product, the list of related and recommended products is updated adequately to the content of the cart. <br/>
 
|style="padding: 0px 0px 15px 15px;"|After adding a new product, the list of related and recommended products is updated adequately to the content of the cart. <br/>
−
Review it again searching for interesting bargains.<br/>
+
The priority of displaying new suggested products depends on the order of items added into the cart.<br/> Products suggested to the last item in the cart will be displayed at the top, then suggestions for the last but one item will appear, and so on.
  
−
'''''Important:''' Visible on the tiles and in the order summary discounted prices are triggered by [https://www.modulesgarden.com/products/whmcs/discount-center Discount Center For WHMCS] module.<br/> Integrate the two modules to enjoy full potential of Product Cross-Selling For WHMCS!''
+
Review them again searching for interesting bargains.<br/>
 +
 
 +
'''''Important:''' Visible on the tiles and in the order summary discounted prices are triggered by [https://www.modulesgarden.com/products/whmcs/discount-center Discount Center For WHMCS] module.<br/> Integrate the two modules to enjoy the full potential of Product Cross-Selling For WHMCS!''
 
|}
 
|}
 
{|
 
{|
−
|style="padding: 0px 0px 30px 25px;"|[[File:PCS_18.png]]
+
|style="padding: 0px 0px 30px 25px;"|[[File:DC_PCS.png]]
 
|}
 
|}
 +
<!--
 +
{|
 +
|style="padding: 0px 0px 30px 25px;"|[[File:PCS_18.png]]
 +
|}-->
  
 
=Tips=
 
=Tips=
 
{|
 
{|
−
|style="padding: 10px 0px 30px 15px;"|1. Products of Server/VPS type when added to the cart from the list of related or recommended cannot be instantly configured.<br/>Press '' 'Edit' '' to configure the ordered product.
+
|style="padding: 10px 0px 5px 15px;"|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.)''<br/> Keep in mind that this is a '''temporary limitation''' and will be solved in the future versions of the module.
 +
|}
 +
{|
 +
|style="padding: 0px 0px 5px 15px;"|2. Products of Server/VPS type when added to the cart from the list of related or recommended cannot be instantly configured.<br/>Press '' 'Edit' '' to configure the ordered product.
 +
|}
 +
{|
 +
|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;"|Essential guidance through the process of updating the module is offered '''[https://www.docs.modulesgarden.com/How_To_Update_WHMCS_Module here]'''.<br/><br/>
+
|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 10px 15px;"|'''1. When you have problems with connection, check whether your SELinux or firewall does not block ports.'''
 +
|}
 +
{|
 +
|style="padding: 0px 0px 30px 15px;"|'''2. It is not recommended to use the Product Cross-Selling For WHMCS module with:'''
 +
*'''[https://www.modulesgarden.com/products/whmcs/multibrand Multibrand For WHMCS]'''
 +
*'''[https://www.modulesgarden.com/products/whmcs/resellers-center Resellers Center For WHMCS]'''
 +
*'''[https://www.modulesgarden.com/products/whmcs/lagom-one-step-order-form Lagom One Step Order Form For WHMCS]'''
 +
There should appear problems with compatibility between the modules and their individual workflow might be hampered.<br/>
 +
The works on eliminating all the limitations are in progress.
 
|}
 
|}

Revision as of 15:22, 20 February 2024

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.
Upon the integration with Discount Center For WHMCS, clients will be supplied not only with personalized product suggestions, but also exclusive bargains.

  • 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
✔ Set Minimum Number Of Recommended/Related Products
✔ Choose Custom Label
✔ Toggle Status
✔ Add Multiple Language Translations To Product Short Description
✔ Add And Customize Labels Displayed On Item Tiles:
✔ Provide Label Header And Text
✔ Set Color of Label Background/Header/Text
✔ Define Number Of Tiles To Display At Once Depending On Screen Size
✔ Define Items Limit That Can Be Displayed
✔ Enable Popup Confirmation After Adding Item To Cart
✔ View Logs Of Related/Recommended Items Added To Cart
  • 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 Custom Labels On Tiles
✔ Display Discounted Products And Addons Labels On Tiles - Requires Discount Center For WHMCS
  • General Info:
✔ Integrated With Discount Center For WHMCS - Create And Manage Discounts In Fully Automatic Manner
✔ Supports Default And Custom Order Forms
✔ Multi-Language Support
✔ Supports WHMCS Themes "Six", "Twenty-One", "Allure" And "Lagom WHMCS Client Theme"
✔ Supports PHP 8.1 Back To PHP 7.4
✔ Supports WHMCS V8.9 Back To WHMCS V8.6
✔ Requires ionCube Loader V12 Or 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.
PCS 1.png
2. Upload and extract the extension into the main WHMCS directory.

Extracted files in your WHMCS directory should look like this:

PCS 2.png
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'.

PCS 2 1.png
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'.

PCS 3.png
6. In the next step, set up the 'storage' folder as recursively writable.

This folder is available at 'yourWHMCS/modules/addons/ProductCrossSelling/'.

PCS 3 1.png
7. Now you have to activate the module in your WHMCS system.

Log in to your WHMCS admin area. Go to 'System Settings' → 'Addon Modules'. Afterwards, find 'Product Cross-Selling' and press 'Activate' button.

PCS 4.png
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'.

PCS 5.png
9. You have just successfully installed Product Cross-Selling!

You can access your module at 'Addons' → 'Product Cross-Selling'.

PCS 6.png

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.
PCS 7.png
Now, specify the product details:
  • Select Background Color to attract the client attention
  • Add Image that will be displayed on this product's customized tail (required)
    Note: It is advised to upload square-shaped images to avoid their deformation. Accepted image formats: '.gif .png .jpg .jpeg .svg'.
  • Change the Status to enabled to allow showing this product as suggested in the client area
  • Required Recommended Products - enter the minimum number of items, from the group of recommended ones, the client will have to purchase with the main product to be able to complete the order
  • Required Related Products - enter the minimum number of items, from the group of related ones, the client will have to purchase with the main product to be able to complete the order
  • Provide a short Description of the product, it will let the client get the gist of its usage and purpose
  • Choose one of your custom Labels, it will appear at the top left corner of the product icon. Learn more about creating labels here.

Press 'Confirm' when ready.

PCS 8.png
Once confirmed, you may move again to the product details to see the image preview and alter it or its background if necessary.
PCS 8 1.png
In this way, enable and configure as many products as you wish.
Translations
Manage translations so you can now add related and recommended item descriptions in any language you wish.

Press the icon to manage translations per single product. Then press 'Add Translation'.

PCS 8 2.png
PCS 8 3.png
Choose language you are going to use in the client area and then paste the description content in the selected language.

Confirm when ready.

PCS 8 4.png
You may add as many language versions ans you only need. Edit (1.) the existing ones, delete (2.) single translations or use mass delete (3.) option.
PCS 8 5.png

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'.
PCS 9.png
PCS 10.png
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'.
  • Set status to enabled (you may disable it at any time)
  • Select an item from the list of available ones
    Note: Products which require a domain cannot be defined as related and are not available on the list of products to choose from.
  • 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
  • The same way change the item description if you wish

'Confirm' the action when ready.

PCS 11.png
Repeat this step and add as many elements to the 'Related Items' section of this one item as you need.
PCS 11 1.png
Recommended Items
As mentioned previously, recommended items are added and configured the same way as related items.
PCS 12.png
Set up the item details:
  • Set status to enabled (you may disable it at any time)
  • Select an item from the list of available ones
    Note: Products which require a domain cannot be defined as recommended and are not available on the list of products to choose from.
    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.
  • 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
  • The same way change the product description if you wish

'Confirm' the action when ready.

PCS 13.png
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:
  1. Priority Up - change the priority level to one point higher (if applicable)
  2. Priority Down - change the priority level to one point lower (if applicable)
  3. Edit Item - alter the item tail details
  4. Delete Item - remove this item from the list
PCS 14.png
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.

PCS 15.png

Labels

Here you can create labels that can then be assigned to the selected related and recommended products and addons that appear in the cross selling section in the client area.

Each label may be distinguished by its own color and displayed text.
The label will then be added to the top left corner of the displayed product/addon icon for which it has been previously selected.

PCS 16 1.png
Press the 'Add New Label' button to create the first one.

Then, set a header that will appear on the label and additional text that appears below the main header on the label.
Finally, set the color of the texts and the background of the label, and save changes when ready.

PCS 16 2.png
Once the label has been created, it will appear on the list, where you can edit or delete it.

To learn how to assign the label to a particular product or addon, see the 'Products' and ' Addons ' sections.

PCS 16 3.png

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.
PCS 15 1.png
Click on the edit icon to set 'Background Color' , 'Image' as well as 'Description' of the particular addon. Once ready, confirm your changes.
PCS 15 2.png

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.
  • Items Limit - define a maximum number of items that will be allowed to chose from
  • Notification Popup - enable this option and a popup will appear informing the user about a new item being added to the cart.
PCS 15 3.png
You can easily change your preferences by selecting the number of items from the dropdown menu.
PCS 15 4.png

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.

PCS 16.png

Client Area

Here is a list of all order forms that can be used with Product Cross-Selling For WHMCS module to suggest products:
  • Standard Cart
  • Legacy Boxes
  • Legacy Modern
  • Cloud Slider
  • Universal Slider
  • Premium Comparison
  • Pure Comparison
  • Supreme Comparison
  • Lagom Theme

Once a client wants to order the desired product, a list of all related and recommended items will be displayed as presented below. You need to navigate arrows to check all available services.
Take a look at the suggested products, compare prices, and select the ones that seem the most attractive to you.
Press the 'Order' button directly on the tile to add the selected product to the cart.
Finally, proceed to the 'View Cart' section.

PCS 17.png
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.
Products suggested to the last item in the cart will be displayed at the top, then suggestions for the last but one item will appear, and so on.

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.
Integrate the two modules to enjoy the full potential of Product Cross-Selling For WHMCS!

DC PCS.png

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!
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.

Common Problems

1. When you have problems with connection, check whether your SELinux or firewall does not block ports.
2. It is not recommended to use the Product Cross-Selling For WHMCS module with:

There should appear problems with compatibility between the modules and their individual workflow might be hampered.
The works on eliminating all the limitations are in progress.

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