Revision as of 14:55, 5 November 2015

Product Addons let you offer additional items which the client has a yes/no choice over and are billed seperately from the product. Configurable Options on products allow you to give your clients variables which alter the price of that product. In this article, we will look at when you would use them and how.

When should I use configurable options instead of addons?

• If you want to offer a choice of options for a single thing - for example Disk Space, Operating System, Locations, etc...
• If you want the total amount to be billed as a single item and not seperately
• When you want the billing cycle of the addon to match the billing cycle of the product

When should I use addons instead of configurable options?

• If the item is a one off service
• If it can be selected independently of other items
• If it should be billed on it's own cycle - eg. a dedicated IP might be billed annually regardless of the package cycle
• Not subject to prorata at a product level or client-wide signup anniversary prorata.

Product Addons

Creating a New Addon

1. Begin by going to Setup > Products/Services > Product Addons > Add New
2. Enter a Name and Description, then choose the Billing Cycle to bill for
3. Enter the prices next for each of your activated currencies - setup fees to be charged at the initial time of order only and recurring amounts to be charged every cycle
4. Tick the Tax Addon box if tax rules should be applied to this addon
5. Tick Show on Order if you want the addon to be displayed during the initial order process. Leaving it unchecked means clients can choose to order it later from the client area only.
6. Tick Auto Activate on Payment if you want to automatically activate the addon as soon as the order is paid for
7. Ticking Suspend Parent Product will cause the parent product to which the addon belongs to be suspended should it become overdue on payment per your automation settings.
8. If an Associated Download is selected, once the addon's status is Active, the chosen file(s) will become available for the client to download under the parent product's Downloads tab in the client area (Services > My Services > View Details > Downloads tab). For more information refer to Product Download Distribution.
9. Choose a Welcome Email if you want to send an email notification relating to the new addon when activated
10. Addon Weighting – By default addons are listed on the order form alphabetically (set addon weighting value to 0), this display order can be customised by entering a weighting for each addon. A value of 1 would mean the addon was displayed at the top of the list, an addon with a weighting of 2 displayed beneath it and so on...
11. Finally, choose the products the addon applies to and can be ordered for and then hit Save Changes

Managing Addons

• To manage existing addons, go to Setup > Products/Services > Product Addons
• From here you can view, edit and delete existing addons
• You will not be able to delete an addon if it is in use by customers
• Modifying addons gives you exactly the same layout and options as adding a new one

Assigning Addons to Customers

• In addition to clients being able to order addons from the client area, admins can issue addons to customers
• Refer to Products Management#Addons for details

Configurable Options

Information on Configurable Options can be found on their own page.