Difference between revisions of "Product Bundles"
From WHMCS Documentation
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| − | Product Bundles are a very powerful tool in WHMCS | + | Product Bundles are a very powerful tool in WHMCS. They can allow you to set up order form links that will automatically take the user through the process of adding two or more products in a single ordering process. They will also provide a way to link to the order form from the pages of your site, with specific preselected configurations, by default. |
==What a Product Bundle Can Do== | ==What a Product Bundle Can Do== | ||
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Product bundles allow you to: | Product bundles allow you to: | ||
| − | *Generate shortcut links to add a product to the cart with preconfigured selections | + | *Generate shortcut links to add a product to the cart with preconfigured selections and values. |
| − | *Generate order links that involve adding more than one product to the cart | + | *Generate order links that involve adding more than one product to the cart. |
| − | *Create incentives | + | *Create incentives in which, if they buy two or more items with specific configurations, the user receives a discount. |
==Some Examples== | ==Some Examples== | ||
| − | + | For example, you could create some of these offers using bundles: | |
*Buy Hosting for a Year along with a Domain and Save $x | *Buy Hosting for a Year along with a Domain and Save $x | ||
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*Buy Product X on Billing Cycle Y, and get 50% off Product Z | *Buy Product X on Billing Cycle Y, and get 50% off Product Z | ||
*Buy Product X with 2 domains and get the second domain free | *Buy Product X with 2 domains and get the second domain free | ||
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==Bundle Requirements== | ==Bundle Requirements== | ||
| − | + | One of the key reasons for bundles is to incentivize a user into buying more than one item, often by giving them a discount for ordering in a certain combination. With bundles in WHMCS, you can set up discounts to apply based on any of a number of requirements. Those requirements can be restrictions on any of the following: | |
*Actual Products in the Cart | *Actual Products in the Cart | ||
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[[File:BundleOrderReqs.PNG|thumb|Bundle Order Summary Requirements Not Met]] | [[File:BundleOrderReqs.PNG|thumb|Bundle Order Summary Requirements Not Met]] | ||
| − | + | To set up a new bundle: | |
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| − | '''NOTE:''' The Price Override field overrides the base product price. Any addons or configurable options the client chooses will be | + | #Go to '''Setup > Product Bundles'''. |
| − | + | #Under the Options heading, choose '''Create New Bundle'''. | |
| + | #Enter a name for the bundle, a description (optional), and the valid from and to date (by default, one month from the current date). | ||
| + | #Check the No Expiry option for unlimited uses, or enter the maximum number of uses (select 0 for unlimited). | ||
| + | #Save to create the bundle. A new option, '''Add Another''', will appear in the bundle items section. | ||
| + | #Click the link to open the item configuration screen. | ||
| + | #Choose the type of item you're adding (product or domain). | ||
| + | #Configure the options for that item. Any options you select here from the billing cycle, addons, configurable option values, qualfiying TLDs, registration period, and domain addons become requirements for that bundle. The user must select them to be able to proceed with the bundle order process. The system will also preselect any cycle, addon, and option requirements for the user during the order process. | ||
| + | #Use the '''Price Override''' field to grant a discount for an item when the order has met all of the requirements for the bundle. This requires that all items in the bundle are in the cart and that all the requirements above match this. The price override replaces the price of the product or domain (with separate price override fields for each). This price must include both the main product and any configurable options you have selected (excluding addons). | ||
| + | #When adding a product that contains configurable options to a bundle, select the '''Restrict''' checkbox to preselect the selected option during ordering and require it for the bundle. | ||
| + | #For a hosting-based product or any that should include a domain, enable any of the domain-related requirements for the bundle item in order to require a domain. For example, select all the Qualifying TLDs, or select a registration period for which the client must order the domain. | ||
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| + | '''NOTE:''' The Price Override field overrides the base product price. Any addons or configurable options the client chooses will be '''addditional''' at the normal price. If you need to discount addons and configurable options as well, a | ||
[[Promotions|promotion code]] may be more appropriate. | [[Promotions|promotion code]] may be more appropriate. | ||
==Using Bundles== | ==Using Bundles== | ||
| − | + | Usually, you will link to bundles directly from the product information pages of your site. This is similar to direct order links for individual products (cart.php?a=add&pid=X), but bundles require a bundle ID instead of a product ID. WHMCS provides the link for you to use on the bundle edit screen within the admin area. For example: | |
http://www.yourdomain.com/whmcs/cart.php?a=add&bid=X | http://www.yourdomain.com/whmcs/cart.php?a=add&bid=X | ||
| − | + | You may also choose to offer some bundles on your order form itself. To do this, check the "Show on Order Form" checkbox in the bundle configuration options. Doing this for one or more bundles adds a new order form category, "Product Bundles", within the cart. This category lists your bundle offerings and with the description you set. | |
| − | You may also choose to offer some bundles on your order form itself, | ||
Revision as of 20:24, 7 May 2020
Product Bundles are a very powerful tool in WHMCS. They can allow you to set up order form links that will automatically take the user through the process of adding two or more products in a single ordering process. They will also provide a way to link to the order form from the pages of your site, with specific preselected configurations, by default.
Contents
What a Product Bundle Can Do
Product bundles allow you to:
- Generate shortcut links to add a product to the cart with preconfigured selections and values.
- Generate order links that involve adding more than one product to the cart.
- Create incentives in which, if they buy two or more items with specific configurations, the user receives a discount.
Some Examples
For example, you could create some of these offers using bundles:
- Buy Hosting for a Year along with a Domain and Save $x
- Buy Hosting and an SSL Certificate, and get a Domain Free
- Buy Annual Hosting + Product X and Save $20
- Buy Product X, Y & Z together and save 25%
- Buy Product X on Billing Cycle Y, and get 50% off Product Z
- Buy Product X with 2 domains and get the second domain free
Bundle Requirements
One of the key reasons for bundles is to incentivize a user into buying more than one item, often by giving them a discount for ordering in a certain combination. With bundles in WHMCS, you can set up discounts to apply based on any of a number of requirements. Those requirements can be restrictions on any of the following:
- Actual Products in the Cart
- Billing Cycle
- Selected Configurable Options
- Selected Product Addons
- Domain TLD/Extension
- Domain Registration Period
- Domain Addons
Setting Up a New Bundle
To set up a new bundle:
- Go to Setup > Product Bundles.
- Under the Options heading, choose Create New Bundle.
- Enter a name for the bundle, a description (optional), and the valid from and to date (by default, one month from the current date).
- Check the No Expiry option for unlimited uses, or enter the maximum number of uses (select 0 for unlimited).
- Save to create the bundle. A new option, Add Another, will appear in the bundle items section.
- Click the link to open the item configuration screen.
- Choose the type of item you're adding (product or domain).
- Configure the options for that item. Any options you select here from the billing cycle, addons, configurable option values, qualfiying TLDs, registration period, and domain addons become requirements for that bundle. The user must select them to be able to proceed with the bundle order process. The system will also preselect any cycle, addon, and option requirements for the user during the order process.
- Use the Price Override field to grant a discount for an item when the order has met all of the requirements for the bundle. This requires that all items in the bundle are in the cart and that all the requirements above match this. The price override replaces the price of the product or domain (with separate price override fields for each). This price must include both the main product and any configurable options you have selected (excluding addons).
- When adding a product that contains configurable options to a bundle, select the Restrict checkbox to preselect the selected option during ordering and require it for the bundle.
- For a hosting-based product or any that should include a domain, enable any of the domain-related requirements for the bundle item in order to require a domain. For example, select all the Qualifying TLDs, or select a registration period for which the client must order the domain.
NOTE: The Price Override field overrides the base product price. Any addons or configurable options the client chooses will be addditional at the normal price. If you need to discount addons and configurable options as well, a promotion code may be more appropriate.
Using Bundles
Usually, you will link to bundles directly from the product information pages of your site. This is similar to direct order links for individual products (cart.php?a=add&pid=X), but bundles require a bundle ID instead of a product ID. WHMCS provides the link for you to use on the bundle edit screen within the admin area. For example:
http://www.yourdomain.com/whmcs/cart.php?a=add&bid=X
You may also choose to offer some bundles on your order form itself. To do this, check the "Show on Order Form" checkbox in the bundle configuration options. Doing this for one or more bundles adds a new order form category, "Product Bundles", within the cart. This category lists your bundle offerings and with the description you set.