Difference between revisions of "Bulk Pricing Updater Addon"

Revision as of 19:53, 22 July 2021

- Addon Name: Bulk Pricing Updater
- Latest Release: 20th November 2020
- Current Version: 3.0
- Compatible With: WHMCS V5.2.0 and later

You can use the Bulk Pricing Updater addon to apply system-wide price changes to existing clients' products, addons, and domains.

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 set criteria. This could, for example, include the product, billing cycle, status, current price, or addons.

When should I use this?

Use this addon whenever you want to increase pricing for existing clients.

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?

This addon ships with WHMCS by default.

Installation

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 () > System Settings > Addon Modules or, prior to WHMCS 8.0, Setup > Addon Modules. Then, click Activate for Bulk Pricing Updater.

Usage

You can access this addon by navigating to Addons > Bulk Pricing Updater.

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 () > System Settings > Addon Modules or, prior to WHMCS 8.0, Setup > Addon Modules.

From Addons > Bulk Pricing Updater you can follow the displayed instructions to perform price updates.

The available options depend on the type of item you choose to update.
You cannot provide a new price and an amount to increase existing prices. You must only choose one of these options.
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.
We recommend applying changes only to the Pending and Active statuses. Expired and Cancelled domains won't be billed again.
Unchecking all of the Addon checkboxes will only update domains with no active addons. Checking multiple options will perform an AND search.
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.
The new recurring price will be inclusive of configurable options.
Once you proceed with an update, you cannot undo the action. Check your settings carefully.
After an update, if it did not apply to the expected number of items, you can refine your criteria further and apply another update.

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.

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.

Changelog

Version 3.0 - 5th September 2014

Added support for performing updates based on Domain Addons
Added support to perform price increases by a relative amount
Redesigned interface for improved workflow
Various other bug fixes

Version 2.0 - 25th September 2011

Add Triennial support
Add currency selection options
Fixed Typo

Version 1.0 - 15th August 2009

Initial Release

@@ 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.
+* You '''cannot''' provide a new price ''and'' an amount to increase existing prices. You must '''only''' choose one of these options.
+* 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.
+* We recommend applying changes only to the ''Pending'' and ''Active'' statuses. ''Expired'' and ''Cancelled'' domains won't be billed again.
+* Unchecking all of the '''Addon''' checkboxes will only update domains with no active addons. Checking multiple options will perform an <tt>AND</tt> search.
+* 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.
+* The new recurring price will be inclusive of configurable options.
+* Once you proceed with an update, you '''cannot undo''' the action. Check your settings ''carefully''.
+* After an update, if it did not apply to the expected number of items, you can refine your criteria further and apply another 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-step2.png]]
-* The options available to you here will vary depending upon the type of item you have requested to update
-* You will also be asked to provide either a New Price to assign matching items to, or an amount to Increase Existing Prices By. You should only ever specify one or the other of these - never both.
-* Select the TLD(s) at the top you would like to change the price for by ticking the checkbox next to the specific TLD, remember, you may want to do each TLD individually if you are wanting to charge different prices for each.
-* Next it's onto selecting the Billing Cycles you want to apply the change to. Don't make the mistake of selecting Annually or Biennially here, those are product billing cycles, instead you're looking for the "Domain" related terms which are a bit further down the list - Domain: 1 Year, Domain: 2 Years, etc... You will need to run an update for each pricing term you offer.
-*Next select the statuses you want to apply the change to, just Pending and Active statuses are what we recommend as Expired and Cancelled domains won't be billed again
-*Tick the appropriate Addon checkboxes; leaving all the tick boxes empty will update only the domains with no active addons. Ticking multiple options will perform an AND search.
-*The next 2 fields are optional - they are currency and current price. If you run multiple currencies then you would need to do a separate update request for each currency, and if you have certain clients on older or special pricing, you can use the current price field to restrict a change to only users with a specific current price, thus allowing you to keep the users on different pricing
-*Last, you enter the new recurring price in the field that you want to assign to the customers. Note: The new recurring price is inclusive of configurable options.
-*'''Step 3''' - Review - This step provides a summary of your criteria and the change that will be made and asks you to confirm everything is correct. If you're happy with the summary, click Perform Update to begin the changes.
-[[File:Bulkpricingupdater-step3.png]]
-* Once you proceed, the action cannot be undone, so be sure to check the proposed changes and criteria.
-*'''Step 4''' - Perform Update - The updates will be performed and the addon will tell you the number of items that were adjusted.
-[[File:Bulkpricingupdater-stepcomplete.png]]
-* Upon completion of an update, if you find it didn't apply to as many items as you had expected, you will be given the option to go back and refine your criteria further should you wish to edit the choices you made and try again.
-You can repeat this process as many times as needed to cover all the different product and/or domain registration periods and domain addon combinations you wish to change.
-The process for updating product pricing is almost exactly the same as updating the pricing for domains. The difference is that you will need to select the Product Names and Billing Cycles instead of TLDs and Registration Periods. The user interface you are presented with is shown below.
 [[File:Bulkpricingupdater-criteria.png|720px]]

Documentation