Difference between revisions of "Addons and Configurable Options"

From WHMCS Documentation

(New page: Configurable Options on products allow you to give your clients variables which alter the price of that product. Addons let you offer additional items which the client has a yes/no choice ...)
 
 
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Configurable Options on products allow you to give your clients variables which alter the price of that 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.
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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.  
  
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===When should I use configurable options instead of addons?===
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== Configurable Options ==
  
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*If you want to offer a choice of options for a single thing - for example Disk Space, Operating System, Locations, etc...
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Use [[Configurable Options]] when:
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*If you want the total amount to be billed as a single item and not seperately
 
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*When you want the billing cycle of the addon to match the billing cycle of the product
 
  
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===When should I use addons instead of configurable options?===
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*You want to offer a choice of options for a single item.
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*You want the total amount to be billed as a single item and not separately.
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*The billing cycle of the addon must match the billing cycle of the product.
  
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*If the item is a one off service
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Configurable options are the best method for, for example, selling options like disk space or the choice of an operating system.
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*If it can be selected independantly of other items
 
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*If it should be billed on it's own cycle - eg. a dedicated IP might be billed annually regardless of the package cycle
 
  
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==Configurable Options==
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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'''.
  
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*Configurable options are defined in groups
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== Product Addons ==
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*Groups of options can then be applied to one or more products
 
  
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===Setting up a New Group===
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Use [[Product Addons]] when:
  
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#Go to '''Setup > Configurable Options > Create a New Group'''
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* The item is a one-time service.
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#Enter a name & description (used for admin reference only) and choose the products it applies to (you can do this later aswell)
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* You want customers to select it independently of other items.
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#Then click '''Save Changes'''
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* 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.
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#The page will reload showing the group details and allowing you to move on to managing options
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* 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.)
  
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===Managing Options===
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Product addons are the best method for, for example, selling SSL certificates or dedicated IP addresses.
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#Go to '''Setup > Configurable Options''' and click the edit icon next to the option group you want to modify
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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'''.
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#At the top of the page you can edit the name, description and assigned products
 
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#To add a new one, click '''Add New Configurable Option'''
 
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#A popup will open and ask you to enter an option name and choose a type. The type can be one of 4 things:
 
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#*'''Dropdown''' - this will show a dropdown of options on the order form
 
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#*'''Radio''' - this will show a radio button selection of options on the order form
 
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#*'''Yes/No''' - this will show a checkbox on the order form allowing the option to be turned on or off
 
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#*'''Quantity''' - this will show an input field on the order form allowing the user to enter the number of the item they want
 
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#Next, enter the first sub-option value you want to offer for this option (pricing is set after saving)
 
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#Then click '''Save Changes'''
 
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#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
 
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#If for the option type, you chose '''Yes/No''' or '''Quantity''' then only one sub-option is necessary
 
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#For '''Dropdown''' or '''Radio''' types, to add another sub-option, again use the '''Add Option''' field at the bottom of the page
 
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#After every addition, hit '''Save Changes''' to reload and set the new sub-options pricing
 
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#Once you have completed configuring your options, click '''Close Window'''
 
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#This will refresh the underlying page to show the option you just setup
 
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#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)
 
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#Once you are entirely finished, click '''Back to Groups List''' to complete the process
 
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==Product Addons==
 
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===Creating a New Addon===
 
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#Begin by going to '''Setup > Product Addons > Add New'''
 
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#Enter a '''Name''' and '''Description''', then choose the '''Billing Cycle''' to bill for
 
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#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
 
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#Tick the '''Tax Addon''' box if tax rules should be applied to this addon
 
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#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.
 
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#Tick '''Auto Activate on Payment''' if you want to automatically activate the addon as soon as the order is paid for
 
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#Choose a '''Welcome Email''' if you want to send an email notification relating to the new addon when activated
 
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#Finally, choose the products the addon applies to and can be ordered for and then hit '''Save Changes'''
 
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===Managing Addons===
 
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*To manage existing addons, go to '''Setup > Product Addons'''
 
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*From here you can view, edit and delete existing addons
 
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*You will not be able to delete an addon if it is in use by customers
 
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*Modifying addons gives you exactly the same layout and options as adding a new one
 
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===Assigning Addons to Customers===
 
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*In addition to clients being able to order addons from the client area, admins can issue addons to customers
 
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*Refer to [[Products Management#Addons]] for details
 

Latest revision as of 20:13, 16 November 2022

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

Use Configurable Options when:

  • You want to offer a choice of options for a single item.
  • You want the total amount to be billed as a single item and not separately.
  • The billing cycle of the addon must match the billing cycle of the product.

Configurable options are the best method for, for example, selling options like disk space or the choice of an operating system.

You can work with configurable options at Configuration () > System Settings > Configurable Options, or, prior to WHMCS 8.0, Setup > Products/Services > Configurable Options.

Product Addons

Use Product Addons when:

  • 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.)

Product addons are the best method for, for example, selling SSL certificates or dedicated IP addresses.

You can work with product addons at Configuration () > System Settings > Product Addons, or, prior to WHMCS 8.0, Setup > Products/Services > Product Addons.

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