|
|
| (25 intermediate revisions by 6 users not shown) |
| Line 1: |
Line 1: |
| − | Configurable Options on products allow you to give your clients variables which alter the price of that product. [[Product Addons]] let you offer additional items which the client has a yes/no choice over and are billed seperately from the product. In this article, we will look at when you would use them and how. | + | WHMCS has two distinct methods for configuring additional items for purchase with a main product: product addons and configurable options. The method you choose will depend on the specifics of your offerings. Configurable options on products allow you to give your clients ways to alter the price of that product while product addons do not. |
| | | | |
| − | *Configurable options are defined in groups
| + | == Configurable Options == |
| − | *Groups of options can then be applied to one or more products
| |
| | | | |
| − | ===When should I use configurable options instead of addons?===
| + | Use [[Configurable Options]] when: |
| | | | |
| − | *If you want to offer a choice of options for a single thing - for example Disk Space, Operating System, Locations, etc... | + | *You want to offer a choice of options for a single item. |
| − | *If you want the total amount to be billed as a single item and not seperately | + | *You want the total amount to be billed as a single item and not separately. |
| − | *When you want the billing cycle of the addon to match the billing cycle of the product | + | *The billing cycle of the addon must match the billing cycle of the product. |
| | | | |
| − | ===When should I use addons instead of configurable options?===
| + | Configurable options are the best method for, for example, selling options like disk space or the choice of an operating system. |
| | | | |
| − | *If the item is a one off service
| + | You can work with configurable options at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Configurable Options]]''', or, prior to WHMCS 8.0, '''Setup > Products/Services > Configurable Options'''. |
| − | *If it can be selected independantly 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
| |
| | | | |
| − | ==Setting up a New Group== | + | == Product Addons == |
| | | | |
| − | #Go to '''Setup > Configurable Options > Create a New Group'''
| + | Use [[Product Addons]] when: |
| − | #Enter a name & description (used for admin reference only) and choose the products it applies to (you can do this later aswell)
| |
| − | #Then click '''Save Changes'''
| |
| − | #The page will reload showing the group details and allowing you to move on to managing options
| |
| | | | |
| − | ==Managing Options==
| + | * The item is a one-time service. |
| | + | * You want customers to select it independently of other items. |
| | + | * You want the option of billing on the item's own cycle. For example, an SSL certificate might be billed annually regardless of the package cycle. |
| | + | * In WHMCS 8.1 and earlier, the item is not subject to prorata at a product level or client-wide signup anniversary prorata. (In WHMCS 8.2 and later, you can choose to use prorata billing with addons.) |
| | | | |
| − | #Go to '''Setup > Configurable Options''' and click the edit icon next to the option group you want to modify
| + | Product addons are the best method for, for example, selling SSL certificates or dedicated IP addresses. |
| − | #At the top of the page you can edit the name, description and assigned products
| + | |
| − | #To add a new one, click '''Add New Configurable Option'''
| + | You can work with product addons at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Product Addons]]''', or, prior to WHMCS 8.0, '''Setup > Products/Services > Product Addons'''. |
| − | #A popup will open and ask you to enter an option name and choose a type. The type can be one of 4 things:
| |
| − | #*'''Dropdown''' - this will show a dropdown of options on the order form
| |
| − | #*'''Radio''' - this will show a radio button selection of options on the order form
| |
| − | #*'''Yes/No''' - this will show a checkbox on the order form allowing the option to be turned on or off
| |
| − | #*'''Quantity''' - this will show an input field on the order form allowing the user to enter the number of the item they want
| |
| − | #Next, enter the first sub-option value you want to offer for this option (pricing is set after saving)
| |
| − | #Then click '''Save Changes'''
| |
| − | #The page will refresh with the sub-option showing pricing fields where you can then enter prices - you should enter pricing for all the cycles that the product has enabled
| |
| − | #If for the option type, you chose '''Yes/No''' or '''Quantity''' then only one sub-option is necessary
| |
| − | #For '''Dropdown''' or '''Radio''' types, to add another sub-option, again use the '''Add Option''' field at the bottom of the page
| |
| − | #After every addition, hit '''Save Changes''' to reload and set the new sub-options pricing
| |
| − | #Once you have completed configuring your options, click '''Close Window'''
| |
| − | #This will refresh the underlying page to show the option you just setup
| |
| − | #Once you have more than one option setup in the group, you can use the '''Sort Order''' column to define the order the options should show in (just like with products)
| |
| − | #Once you are entirely finished, click '''Back to Groups List''' to complete the process
| |
| − | | |
| − | ===Option Types=== | |
| − | WHMCS offers a variety of different configurable allowing for choice of the most appropriate input format. Below is a summary:
| |
| − | | |
| − | ====Dropdown====
| |
| − | [[File:Co dropdown.png|right]] | |
| − | The '''Dropdown''' option type presents a standard combo box, this is useful when there are a large number of items from a client to choose from whilst taking up minimal space on order form.
| |
| − | | |
| − | ====Yes/No====
| |
| − | [[File:Co yesno.png|right]]
| |
| − | Use the '''Yes/No''' option type to display a checkbox for the client to tick or leave unticked, useful for simple opt-in/out questions. Both yes or no are valid items so the form validation will accept the unticked state even if this is a required option.
| |
| − | | |
| − | ====Radio====
| |
| − | [[File:Co radio.png|right]]
| |
| − | When the '''Radio''' option type is selected a list of the available options option are displayed alongside a radio box for the client to choose from. However if there are too many a long list can look messy, consider using a Dropdown instead.
| |
| − | | |
| − | ====Quantity====
| |
| − | [[File:Co quantity.png|right]]
| |
| − | Choose the '''Quantity''' option type and field will be displayed allowing the client free entry of a number. Specify the unit price in the One Time/Monthly column and that will be multiplied by the quantity selected.
| |
| − | | |
| − | ====Slider====
| |
| − | [[File:Co slider.png|right]]
| |
| − | The slider provides a graphical method for clients to specify a quantity. As above choose the '''Quantity''' option type but select the Slider or Modern order form template and the input will be displayed as a slider.
| |
| − | | |
| − | ==Hiding Options==
| |
| − | | |
| − | *Hiding is useful for when you want to remove an option from the order forms that you no longer offer to new signups, but don't want to lose the selections for existing customers
| |
| − | *You can hide entire configurable options or just individual sub-options.
| |
| − | *This can be done in the managing options screen detailed above by ticking the Hidden/Hide box for an option you want to disable
| |
| − | *'''Important Note:''' Once hidden, they remain visible to admin users to allow you to view them for existing customers and so when viewing clients or the order forms while authed as an admin you will still see the hidden options.
| |
| − | | |
| − | ==Product Addons==
| |
| − | Information on [[Product Addons]] can be found on their own page.
| |
WHMCS has two distinct methods for configuring additional items for purchase with a main product: product addons and configurable options. The method you choose will depend on the specifics of your offerings. Configurable options on products allow you to give your clients ways to alter the price of that product while product addons do not.
Configurable options are the best method for, for example, selling options like disk space or the choice of an operating system.
Product addons are the best method for, for example, selling SSL certificates or dedicated IP addresses.