Difference between revisions of "Bulk Pricing Updater"

From WHMCS Documentation

(Created page with "This page explains how to adjust the renewal price for existing domains using the Bulk Pricing Updater Tool. Instructions for how to adjust the price for a single TLD can be f...")
(No difference)

Revision as of 16:39, 1 October 2015

This page explains how to adjust the renewal price for existing domains using the Bulk Pricing Updater Tool. Instructions for how to adjust the price for a single TLD can be found at Domain Pricing.

In WHMCS it is easy to cascade your price changes out to existing clients using the Bulk Pricing Updater Tool.

1. Begin by navigating to Setup > Addon Modules

2. Locate and Activate the addon named Bulk Pricing Updater (it may already be active in which case you can skip this step)

Bulkpricingupdater-activate.png

4. Now navigate to Addons > Bulk Pricing Updater to actually access the addon module

5. First you need to select the Products/Services you want to apply a change to, which in this case is Domain TLDs.

Bulkpricingupdater-step1.png

5.This is where you can then set your criteria and perform the pricing update. This should be done as follows:

Bulkpricingupdater-step2.png

  • 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
  • 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, and click Update Pricing to perform the change

Bulkpricingupdater-step3.png

The system will confirm success with a report something along the lines of the following:

Bulkpricingupdater-stepcomplete.png

You can repeat this process as many times as needed to cover all the different domain registration periods you offer, and/or pricing tiers.