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| − | When you configure a new product on your WHMCS system, it appears automatically in the order form (unless you choose to hide it).
| + | #REDIRECT[[Products_and_Services]] |
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| − | You can also view this video tutorial on how to set up a product:
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| − | <html><a href="https://www.youtube.com/watch?v=0lqzsTSUGw0&hd=1" class="docs-video-tutorial"><em>Watch the video tutorial for this feature</em><span> <img src="https://assets.whmcs.com/icons/youtube.png"> </span></a></html>
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| − | ==Creating a New Product==
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| − | To set up your first product, you need to set up a product group to contain the product and then create the product itself.
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| − | For both of these tasks, begin by navigating to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Products/Services''' or, prior to WHMCS 8.0, '''Setup > Products/Services > Products/Services'''.
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| − | ==Create a Product Group==
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| − | Before you can create a product, you must create a product group to put that product in.
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| − | To create a new product group:
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| − | #Click '''Create a New Group'''. | |
| − | #Enter a name for the group. Products are organized by groups on the order form.
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| − | #Enter a '''Product Group Headline''' and '''Product Group Tagline'''.
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| − | #Select an '''Order Form Template'''.
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| − | #Check the boxes for the '''Available Payment Gateways''' that you want to use.
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| − | #Check '''Hidden''' if you want to hide the product group on the order form. This will prevent purchases from the product group via the client area.
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| − | #Click '''Save Changes'''.
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| − | ==Create a Product==
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| − | To create a new product:
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| − | #Click '''Create a New Product'''.
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| − | #Choose a '''Product Type'''.
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| − | #Choose the '''Product Group''' that you just selected.
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| − | #Enter a '''Product Name'''.
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| − | #Select a '''Module'''. For example, for hosting plans hosted on a Plesk server, select ''Plesk''.
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| − | #Toggle '''Create as Hidden''' to hide or show the product on the client-side order form. Customers can still purchase the product if they have the direct link to that product.
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| − | #Click '''Continue''' and then configure the tabs on the page that appears.
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| − | #After you configure the additional tabs, click '''Save Changes'''.
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| − | <div class="docs-alert-success">
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| − | <span class="title">Available Tabs</span><br />
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| − | The sections below only detail some of the tabs and settings that are available. For a full list of settings, see [[Products_and_Services|Products/Services]].
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| − | </div>
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| − | ===Details Tab===
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| − | [[File:First_prod1.png|thumb|Product Details Tab]]
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| − | You may want to update these settings in the '''Details''' tab:
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| − | *Use '''Product Description''' to enter the details of the product. This displays on the order form and should both encourage sales and differentiate between this product and others. For example, you may want to list disk space and bandwidth limits.
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| − | *Use '''Welcome Email''' to select the email to send to clients who order this product. The standard templates will cover most situations, or you can [[Email_Templates|customise them or create your own]].
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| − | For descriptions of the other settings in this tab, see [[Products_and_Services|Products/Services]].
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| − | ===Pricing Tab===
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| − | [[File:First_prod2.png|thumb|Product Pricing Tab]]
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| − | You may want to update these settings in the '''Pricing''' tab:
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| − | *Select the '''Payment Type''' for the product: '''Free''', '''One-Time''', or '''Recurring'''. For example, design services may be a '''One-Time''' product, while most hosting plans use '''Recurring'''.
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| − | **If you select '''One-Time''' or '''Recurring''', a pricing grid will appear. Use it to configure the product price.
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| − | ***Enable each desired billing cycle by checking '''Enable'''.
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| − | ***For '''One-Time''' products, enable '''One Time/Monthly''' and enter your '''Setup Fee''' and '''Price''' for each currency.
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| − | ***For '''Recurring''' products, check '''Enable''' for your desired billing cycles and enter your '''Setup Fee''' and '''Price''' for each cycle. You can enable as many billing cycles as you wish.
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| − | **The '''Setup Fee''' specifies the different setup fees for the billing cycle you chose. For example, you may charge setup fees on monthly cycles and offer free setup for yearly cycles.
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| − | For descriptions of the other settings in this tab, see [[Products_and_Services|Products/Services]].
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| − | ===Module Settings Tab===
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| − | [[File:First_prod2.png|thumb|Product Pricing Tab]]
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| − | You may want to update these settings in the '''Module Settings''' tab:
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| − | *Use '''Module Name''' to select the type of server you're using for this product. If you selected a '''Module''' during the initial product creation steps, WHMCS will use that here.
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| − | **For documentation for the available modules, see [[Server Modules]].
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| − | **If a product has no specific module, set it to [[Auto Release]] to simulate activation and send a welcome email.
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| − | *The specific configuration instructions for the next section of the tab depend on your module.
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| − | *At the bottom of the tab, choose one of four automation settings for activating the product.
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