Difference between revisions of "Products Management"

From WHMCS Documentation

(New page: ==Managing a Clients Products/Services== ==Running Module Commands== ==Automated Upgrades/Downgrades== ==Cancellation Process== ==Moving a Product/Service to another Client== ==Deleti...)
 
(Managing a Clients Products/Services)
Line 1: Line 1:
 
==Managing a Clients Products/Services==
 
==Managing a Clients Products/Services==
 +
 +
You can manage a clients products/services from their Clients Profile.  Being by going to Clients > View/Search Clients.  Locate the client you wish to manage and click their name.  You will be taken to the Clients Summary page.  From here, click the Product/Services tab at the top of the clients profile.  You will then be able to see the details for the first of the clients products/services.
 +
 +
You can change the product/service you are viewing using the dropdown at the top of the page.  As soon as you change the selection of the dropdown box, the page will refresh to show the details for that item.  Clients can have an unlimited number of products/services.  The same applies for Domains.
 +
 +
You may make changes to any of the fields on the page and then click the Save Changes button at the bottom of the page to confirm the changes.
 +
 +
If the product is linked to a module, it will also show a row towards the bottom of the page of Module Actions you can perform.  These often include functions like Create, Suspend, Unsuspend, Terminate & Change Password but it depends on the module the item is linked to.
  
 
==Running Module Commands==
 
==Running Module Commands==

Revision as of 21:51, 14 April 2008

Managing a Clients Products/Services

You can manage a clients products/services from their Clients Profile. Being by going to Clients > View/Search Clients. Locate the client you wish to manage and click their name. You will be taken to the Clients Summary page. From here, click the Product/Services tab at the top of the clients profile. You will then be able to see the details for the first of the clients products/services.

You can change the product/service you are viewing using the dropdown at the top of the page. As soon as you change the selection of the dropdown box, the page will refresh to show the details for that item. Clients can have an unlimited number of products/services. The same applies for Domains.

You may make changes to any of the fields on the page and then click the Save Changes button at the bottom of the page to confirm the changes.

If the product is linked to a module, it will also show a row towards the bottom of the page of Module Actions you can perform. These often include functions like Create, Suspend, Unsuspend, Terminate & Change Password but it depends on the module the item is linked to.

Running Module Commands

Automated Upgrades/Downgrades

Cancellation Process

Moving a Product/Service to another Client

Deleting a Product/Service from a Client