Bulk Pricing Updater Addon - Revision history

James.white: /* Using this Addon */

2022-11-10T09:53:56Z

‎Using this Addon

SarahK: /* Installation */

2022-03-16T20:46:01Z

‎Installation

SarahK: /* Installation */

2022-03-16T20:43:32Z

‎Installation

SarahK at 20:02, 15 March 2022

2022-03-15T20:02:05Z

SarahK at 21:27, 13 January 2022

2022-01-13T21:27:57Z

SarahK: /* Usage */

2021-07-22T19:59:40Z

‎Usage

SarahK: /* Usage */

2021-07-22T19:54:14Z

‎Usage

SarahK at 19:53, 22 July 2021

2021-07-22T19:53:48Z

SarahK at 19:39, 22 July 2021

2021-07-22T19:39:03Z

SarahK at 19:20, 22 July 2021

2021-07-22T19:20:08Z

@@ Line 42: / Line 42: @@
 * You '''cannot''' provide a new price ''and'' an amount to increase existing prices. You must '''only''' choose one of these options.
 * Unchecking all of the '''Addon''' checkboxes will only update domains with no active addons. Checking multiple options will perform an <tt>AND</tt> search.
-* The new price will be inclusive of configurable options.
+* The new recurring amount is the service price including discounts and configurable options.
 === Updating Domain TLD Pricing ===

@@ Line 32: / Line 32: @@
 # Click '''Activate''' for '''Bulk Pricing Updater'''.
 # Click '''Configure'''.
-# Select the desired role groups.
+# Select the admin role groups who will have access to this addon.
 # Click '''Save Changes'''.

@@ Line 31: / Line 31: @@
 # Go to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Addon Modules]]''' or, prior to WHMCS 8.0, '''Setup > Addon Modules'''.
 # Click '''Activate''' for '''Bulk Pricing Updater'''.
 # Click '''Configure'''.
 # Select the desired role groups.

@@ Line 1: / Line 1: @@
-''' - Addon Name:''' Bulk Pricing Updater<br />
+== About this Addon Module ==
-You can use the '''Bulk Pricing Updater''' addon to apply system-wide price changes to existing clients' products, addons, and domains.
+You can use the '''Bulk Pricing Updater''' addon to apply system-wide price changes to existing clients' products, addons, and domains based on criteria you set, like the product, billing cycle, status, current price, or addons.
-==Questions and Answers==
+By default, changes to the pricing of products, addons, and domain TLDs in WHMCS do '''not''' apply to existing clients. Existing clients will remain at the prices they agreed to at the time of placing an order.
-'''What does the addon do?'''
+<table class="table" style="text-align:center;margin:1em 1em 1em 0;background:#F9F9F9;border:1px #AAA solid;border-collapse:collapse;width:100%;">
-This addon allows you to make changes to your existing clients' product, addon, and domain renewal prices based on set criteria. This could, for example, include the product, billing cycle, status, current price, or addons.
+You can use the '''Bulk Pricing Updater''' addon to apply system-wide price changes to existing clients' products, addons, and domains.
 ==Installation==
@@ Line 30: / Line 32: @@
 # Click '''Activate''' for '''Bulk Pricing Updater'''.
-==Access==
+=== Access and Permissions ===
-You must grant access to this feature to the appropriate admin role groups. To do this, go to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Addon Modules''' or, prior to WHMCS 8.0, '''Setup > Addon Modules'''.
+You must grant access to this addon to the appropriate admin role groups.
-==Usage==
+# Go to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Addon Modules]]''' or, prior to WHMCS 8.0, '''Setup > Addon Modules'''.
 You can access and use this addon by navigating to '''Addons > Bulk Pricing Updater''' and following the displayed instructions.
@@ Line 43: / Line 50: @@
 * The new price will be inclusive of configurable options.
-===Updating Domain TLD Pricing===
+=== Updating Domain TLD Pricing ===
 <div class="docs-alert-warning">
@@ Line 68: / Line 75: @@
 * When updating prices for domain TLDs, do not select ''Annually'' or ''Biennially''. They are product billing cycles. You will need to run an update for each pricing term you offer.
-===Recommendations===
+=== Recommendations ===
 * We recommend applying changes only to the ''Pending'' and ''Active'' statuses. ''Expired'' and ''Cancelled'' domains won't be billed again.
 * If you use multiple currencies, perform a separate update for each currency.
 * If you have clients on older or special pricing that you do not want to change, you can use the current price field to restrict a change to only users with a specific current price.
 ==Changelog==

@@ Line 26: / Line 26: @@
 Because this addon ships with WHMCS by default, you only need to activate the addon through the Admin Area.
-To do this, navigate to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Addon Modules]]''' or, prior to WHMCS 8.0, '''Setup > Addon Modules'''. Then, click '''Activate''' for '''Bulk Pricing Updater'''.
+To do this:
-==Usage==
+==Access==
-You can access this addon by navigating to '''Addons > Bulk Pricing Updater'''.
+You must grant access to this feature to the appropriate admin role groups. To do this, go to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Addon Modules''' or, prior to WHMCS 8.0, '''Setup > Addon Modules'''.
-<div class="docs-alert-warning">
+==Usage==
-Follow the displayed instructions to perform price updates. You can repeat this process as many times as needed to cover all the different product or domain registration periods and domain addon combinations you wish to change.
+You can access and use this addon by navigating to '''Addons > Bulk Pricing Updater''' and following the displayed instructions.
 * The available options depend on the type of item you choose to update.
@@ Line 48: / Line 44: @@
 ===Updating Domain TLD Pricing===
 * When you select the TLDs to update pricing for, only select TLDs that will have the same price. You must perform this action separately for separate prices.
 * When updating prices for domain TLDs, do not select ''Annually'' or ''Biennially''. They are product billing cycles. You will need to run an update for each pricing term you offer.

@@ Line 36: / Line 36: @@
 </div>
-From '''Addons > Bulk Pricing Updater''' you can follow the displayed instructions to perform price updates. For example:
+From '''Addons > Bulk Pricing Updater''' you can follow the displayed instructions to perform price updates.
-[[File:Bulkpricingupdater-step1.png|500px]]
+* The available options depend on the type of item you choose to update.
-*'''Step 1''' - Choose the type of item you wish to make a pricing update to - this is one of either Products/Services, Addons or Domains. In this example we are going to modify domain pricing, so we'll hit the Domains button.
+You can repeat this process as many times as needed to cover all the different product or domain registration periods and domain addon combinations you wish to change.
-*'''Step 2''' - Specify the criteria for identifying the items you wish to change the pricing on
+The process for updating product pricing is similar to updating the pricing for domains. However, you will need to select the '''Product Names''' and '''Billing Cycles''' instead of TLDs and '''Registration Periods'''.
 [[File:Bulkpricingupdater-criteria.png|720px]]

@@ Line 2: / Line 2: @@
 ''' - Latest Release:''' 20th November 2020<br />
 ''' - Current Version:''' 3.0<br />
-''' - Compatible With:''' WHMCS V5.2.0 & Later
+''' - Compatible With:''' WHMCS V5.2.0 and later
-The Bulk Pricing Updater Addon utility can be used to apply system wide price changes to existing clients' product, addons and domains.
+You can use the '''Bulk Pricing Updater''' addon to apply system-wide price changes to existing clients' products, addons, and domains.
-==Questions & Answers==
+==Questions and Answers==
 '''What does the addon do?'''
-This addon allows you to make changes to your existing clients' product, addon and domain renewal prices based on a number of criteria including product, billing cycle, status, current price, addons, etc...
+This addon allows you to make changes to your existing clients' product, addon, and domain renewal prices based on set criteria. This could, for example, include the product, billing cycle, status, current price, or addons.
 '''When should I use this?'''
-You will need to use this addon any time you want to increase the pricing for your existing clients.
+Use this addon whenever you want to increase pricing for existing clients.
-This is necessary because by default, changing the pricing of products, addons and domain TLDs in WHMCS does not cascade to existing clients. That is, existing customers always remain at the prices they were shown and agreed to at the time of placing an order.
+By default, changes to the pricing of products, addons, and domain TLDs in WHMCS do not apply to existing clients. Existing clients will remain at the prices they agreed to at the time of placing an order.
 '''How do I get it?'''
-The module is included as standard in the WHMCS full release files.
+This addon ships with WHMCS by default.
 ==Installation==
-This module already comes standard in WHMCS. Simply log in to your WHMCS admin area and navigate to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Addon Modules]]''' or, prior to WHMCS 8.0, '''Setup > Addon Modules'''. You will find the module "Bulk Pricing Updater" available to Activate.
+Because this addon ships with WHMCS by default, you only need to activate the addon through the Admin Area.
 ==Usage==
-Once activated, the addon can be accessed by navigating to Addons > Bulk Pricing Updater within your WHMCS admin area.
+You can access this addon by navigating to '''Addons > Bulk Pricing Updater'''.
 <div class="docs-alert-warning">
-<span class="title">Don't See It?</span><br />
+If you do not see this in the list of addons, make sure that your admin role group has access to this feature. To add it, go to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Addon Modules''' or, prior to WHMCS 8.0, '''Setup > Addon Modules'''.
 </div>
-Upon visiting the Addons > Bulk Pricing Updater page you will be guided through the process of performing a price update using a stepped wizard interface as shown below.
+From '''Addons > Bulk Pricing Updater''' you can follow the displayed instructions to perform price updates. For example:
-[[File:Bulkpricingupdater-step1.png]]
+[[File:Bulkpricingupdater-step1.png|500px]]
 *'''Step 1''' - Choose the type of item you wish to make a pricing update to - this is one of either Products/Services, Addons or Domains. In this example we are going to modify domain pricing, so we'll hit the Domains button.