Difference between revisions of "Products and Services"
From WHMCS Documentation
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===Configurable Options=== | ===Configurable Options=== | ||
| + | Configurable Options on products allow you to give your clients options 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, Location | ||
| + | *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 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 | ||
| + | ====How do I setup Configurable Options?==== | ||
| + | Setting up configurable options is easy. Here's how: | ||
| + | #Navigate to the Products & Services configuration page and click the edit icon next to the product or service you want to add configurable options to | ||
| + | #Click the Configurable Options tab at the top of the page | ||
| + | #Next to the "Add Config Option" heading, enter the name for your option. In this example we are using "Disk Space" | ||
| + | #Then click Save Changes | ||
| + | #You'll now see Disk Space listed as an option with the first option "Default" and a setup fee and monthly price of zero (0) | ||
| + | #You can now edit the "Default" value to read 500MB (or whatever your default option is going to be eg. Yes, 250GB, cPanel, etc...) | ||
| + | #You can also set a default price but usually this would be a zero price and the default recurring cost would be for the default options | ||
| + | #You can then add furthur options in the box next to the "Add Option" heading, enter the name, then setup fee, then monthly price, and then click Save Changes to add it | ||
| + | #Repeat step 8 until you have added all the options you want and then you can go back to step 3 to add your next configurable option | ||
| + | Note: In the Monthly Price field, you enter the cost per month for that selection. If the user then chooses to pay Annually for the product, it would be multipled by 12. Likewise if they chose to pay Quarterly, it would be multipled by 3. | ||
===Download Distribution=== | ===Download Distribution=== | ||
Revision as of 09:49, 6 March 2008
Contents
Adding a New Product
Hiding a Product
Prorata Billing
Configurable Options
Configurable Options on products allow you to give your clients options 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, Location
- 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 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
How do I setup Configurable Options?
Setting up configurable options is easy. Here's how:
- Navigate to the Products & Services configuration page and click the edit icon next to the product or service you want to add configurable options to
- Click the Configurable Options tab at the top of the page
- Next to the "Add Config Option" heading, enter the name for your option. In this example we are using "Disk Space"
- Then click Save Changes
- You'll now see Disk Space listed as an option with the first option "Default" and a setup fee and monthly price of zero (0)
- You can now edit the "Default" value to read 500MB (or whatever your default option is going to be eg. Yes, 250GB, cPanel, etc...)
- You can also set a default price but usually this would be a zero price and the default recurring cost would be for the default options
- You can then add furthur options in the box next to the "Add Option" heading, enter the name, then setup fee, then monthly price, and then click Save Changes to add it
- Repeat step 8 until you have added all the options you want and then you can go back to step 3 to add your next configurable option
Note: In the Monthly Price field, you enter the cost per month for that selection. If the user then chooses to pay Annually for the product, it would be multipled by 12. Likewise if they chose to pay Quarterly, it would be multipled by 3.