Difference between revisions of "Client Groups"

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(→‎Create a Client Group)
 
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Client Groups allow you to group various clients together and quickly identify them at a glance. To create a group navigate to '''Setup > Client Groups''' and fill in the details under the ''Add Client Groups'' heading.
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Client Groups allow you to group various clients together and quickly identify them at a glance.  
  
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*You can assign a colour to the group that will appear in the Client Lists, Support Tickets & Dropdowns (for example to highlight important customers)
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You can access this feature at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Client Groups''' or, prior to WHMCS 8.0, '''Setup > Client Groups'''.
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*You can assign a Group Discount that will apply to all future invoices for those clients
 
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*You can set the group to be exempt from suspensions or terminations
 
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*The [http://wiki.whmcs.com/Client_Management#Billing_Preferences Separate Invoices] feature can be specified for an entire group
 
  
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Client Groups can be managed from the option in the Setup menu.  You can add, edit and remove client groups from this screen. You cannot remove a group that is in use.
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== Create a Client Group ==
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To create a group, fill in the details under '''Add Client Groups'''.
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*You can assign a color to the group. It will appear in client list, support tickets, and menus (for example, to highlight important customers).
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* You can assign a group discount that will apply to all future invoices for those clients. The system applies the discount at the invoice stage, so it will not appear at checkout.
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*You can exempt the group from suspensions or terminations. This does not apply to fixed-term or free trial products.
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*You can enable '''[[Clients:Profile_Tab#Separate_Invoices|Separate Invoices]]''' for an entire group.
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You can add, edit, and remove client groups here. However, you can't remove a group that is in use.
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Use the client's profile area to assign or change their groups.
  
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Clients can be assigned & changed to other groups from the client's Profile area.
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==Domain Pricing Slabs==
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Domain Pricing Slabs let you specify different prices for clients within a client group. For example, you may wish to set lower domain pricing for a particular client group without offering the blanket discount of the group discount feature. You could even use this to give a single customer custom pricing.
  
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==Domain Pricing Slabs==
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If a TLD doesn't have a set custom price, the system charges the client the default base slab pricing.
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Domain Pricing Slabs enable you to specify different prices for clients within a client group. For example you may wish to set lower domain pricing for a particular client group without offering the blanket discount of the group discount feature, it could even be used to give a single customer custom pricing.
 
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If a TLD doesn't have a custom price specified the client will be charged the default base slab pricing.
 
  
 
===Creating a Slab===
 
===Creating a Slab===
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[[File:Slab pricing.png|thumb|Configure Slab Pricing]]
 
[[File:Slab pricing.png|thumb|Configure Slab Pricing]]
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#Begin by creating a client group as described above,
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#Next navigate to '''Setup > Domain Pricing''' and click ''Open Pricing'' next to the first TLD for which you want to set custom pricing,
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To create a slab:
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#Select the group name from the ''Pricing Slab for'' dropdown menu,
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#Click Activate Pricing Slab and OK,
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#Create a group (see above).
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#Enter the custom pricing for this domain, the base slab pricing has been copied across for your convenience, click Save Changes,
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#Go to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Domain Pricing]]''' or, prior to WHMCS 8.0, '''Setup > Products/Services > Domain Pricing'''.
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#Repeat for other domains.
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#Click ''Open Pricing'' next to the first TLD for which you want to set custom pricing.
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That's all there is to it, now when a member of this client group orders these Domains they will receive the custom slab pricing in place of the default price.
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#Select the group name from '''Pricing Slab for'''.
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#Click '''Activate Pricing Slab'''.
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#Click '''OK'''.
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#Enter the custom pricing for this domain. The system copies the base slab pricing for your convenience.
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#Click '''Save Changes'''.
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#Repeat this process for each additional domain.
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Now, when a member of this client group orders these domains, they will receive the custom slab pricing instead of the default price.
  
 
===Deactivating a Slab===
 
===Deactivating a Slab===
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Should you no longer wish to offer custom pricing on a particular domain the slab can be disabled at any time. To do this:
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#Click ''Open Pricing'' next to the TLD,
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If you no longer want to offer custom pricing on a particular domain, you can disable the slab at any time. To do this:
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#Select the group name from the ''Pricing Slab for'' dropdown menu,
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#Click '''Deactivate Pricing Slab'''
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#Click '''Open Pricing''' next to the TLD.
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Any new orders by clients in this group will now be charged the regular price. Any existing domains ordered whilst the custom pricing was in effect will retain that price, to change them use the [[Bulk Pricing Update Utility]].
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#Select the group name from '''Pricing Slab for'''.
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#Click '''Deactivate Pricing Slab'''.
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Any new orders from clients in this group will now receive the regular price. Any existing domains that clients ordered while the custom pricing was in effect will retain that price. To change them, use the '''[[Bulk Pricing Update Utility]]'''.
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===Assigning a Client to a Client Group===
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To assign a client to a client group:
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# Navigate to '''Clients > View/Search Clients''' and select the client.
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# Select the '''[[Clients:Profile Tab|Profile]]''' tab.
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# Use the '''Client Group''' menu to set the required client group.
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# Click '''Save Changes'''.

Latest revision as of 13:06, 7 February 2023

Client Groups allow you to group various clients together and quickly identify them at a glance.

You can access this feature at Configuration () > System Settings > Client Groups or, prior to WHMCS 8.0, Setup > Client Groups.

Create a Client Group

To create a group, fill in the details under Add Client Groups.

  • You can assign a color to the group. It will appear in client list, support tickets, and menus (for example, to highlight important customers).
  • You can assign a group discount that will apply to all future invoices for those clients. The system applies the discount at the invoice stage, so it will not appear at checkout.
  • You can exempt the group from suspensions or terminations. This does not apply to fixed-term or free trial products.
  • You can enable Separate Invoices for an entire group.

You can add, edit, and remove client groups here. However, you can't remove a group that is in use.

Use the client's profile area to assign or change their groups.

Domain Pricing Slabs

Domain Pricing Slabs let you specify different prices for clients within a client group. For example, you may wish to set lower domain pricing for a particular client group without offering the blanket discount of the group discount feature. You could even use this to give a single customer custom pricing.

If a TLD doesn't have a set custom price, the system charges the client the default base slab pricing.

Creating a Slab

Configure Slab Pricing

To create a slab:

  1. Create a group (see above).
  2. Go to Configuration () > System Settings > Domain Pricing or, prior to WHMCS 8.0, Setup > Products/Services > Domain Pricing.
  3. Click Open Pricing next to the first TLD for which you want to set custom pricing.
  4. Select the group name from Pricing Slab for.
  5. Click Activate Pricing Slab.
  6. Click OK.
  7. Enter the custom pricing for this domain. The system copies the base slab pricing for your convenience.
  8. Click Save Changes.
  9. Repeat this process for each additional domain.

Now, when a member of this client group orders these domains, they will receive the custom slab pricing instead of the default price.

Deactivating a Slab

If you no longer want to offer custom pricing on a particular domain, you can disable the slab at any time. To do this:

  1. Click Open Pricing next to the TLD.
  2. Select the group name from Pricing Slab for.
  3. Click Deactivate Pricing Slab.

Any new orders from clients in this group will now receive the regular price. Any existing domains that clients ordered while the custom pricing was in effect will retain that price. To change them, use the Bulk Pricing Update Utility.

Assigning a Client to a Client Group

To assign a client to a client group:

  1. Navigate to Clients > View/Search Clients and select the client.
  2. Select the Profile tab.
  3. Use the Client Group menu to set the required client group.
  4. Click Save Changes.
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