Difference between revisions of "Product Groups"
| Line 1: | Line 1: | ||
| − | Products are | + | Products are organized into groups. Each group can contain an unlimited number of both products and product bundles. |
| − | A common use for product groups is grouping similar or related products together. This can allow them to | + | A common use for product groups is grouping similar or related products together. This can allow them to display side-by-side for comparison, depending on the order form template you select. |
| − | For each product group you can define the following: | + | For each product group, you can define the following information: |
| − | * '''Name''' | + | * '''Name''' — The name that the system displays for the group to both admin users and customers '''(required)'''. |
| − | * '''Headline''' | + | * '''Headline''' — A headline for newer order form templates '''(optional)'''. |
| − | * '''Tagline''' | + | * '''Tagline''' — A tagline for newer order form templates '''(optional)'''. |
| − | * '''Features''' | + | * '''Features''' — A list of features that apply to all products within the product group. Some newer order form templates use this. |
| − | * '''Available Payment Gateways''' | + | * '''Available Payment Gateways''' — Allows you to customize which active payment gateways you can use with orders and invoices containing products from this group. |
| − | * '''Order Form Template''' | + | * '''Order Form Template''' — Allows you to define which order form template to use for the product group and product configuration steps of the order process for products within this group. |
| − | * '''Hidden''' | + | * '''Hidden''' — Hides the product group from display in the client side '''Shopping Cart''' product group list. Note that this is still accessible using the group ID. |
| − | * '''Direct Cart Link''' | + | * '''Direct Cart Link''' — A direct link to the shopping cart, which will preselect the current product group. |
==Creating a Product Group== | ==Creating a Product Group== | ||
| − | To create a product group, navigate to '''Setup > Products/Services''' and click | + | To create a product group, navigate to '''[[Products_and_Services|Setup > Products/Services]]''' and click '''Create a New Group'''. |
| − | Fill out the fields | + | Fill out the fields, and then click '''Save Changes''' to complete the process. |
===Headline/Tagline=== | ===Headline/Tagline=== | ||
| − | + | New order form templates use specified headlines or taglines. | |
| − | + | Older order form templates use the product group name as the display title. | |
===Features=== | ===Features=== | ||
| Line 30: | Line 30: | ||
Adding product group features allows some newer order form templates to display features that relate to all the products within the group. | Adding product group features allows some newer order form templates to display features that relate to all the products within the group. | ||
| − | <div class="docs-alert- | + | <div class="docs-alert-warning"> |
| + | <span class="title">Note</span><br /> | ||
| + | When creating a new product group, you must save it for the first time and then edit it again before you can add features. | ||
| + | </div> | ||
| − | You can add, remove and | + | You can add, remove and reorder features. |
| − | To add a feature, enter the display text for it and | + | To add a feature, enter the display text for it and press enter or click '''Add New'''. |
| − | The feature | + | The system will add the feature to the bottom of the list. You can reorder features by clicking and dragging the crosshair icon to the left of the feature label. |
| − | To delete a feature, click the X icon | + | To delete a feature, click the X icon to the right of the features. To edit a feature, you will need to delete and recreate it. |
===Available Payment Gateways=== | ===Available Payment Gateways=== | ||
| − | By default, all active payment gateways are available to all orders and invoices | + | By default, all active payment gateways are available to all orders and invoices that you create within WHMCS. |
| − | You can however restrict the use of certain gateways on a per product group basis. | + | You can, however, restrict the use of certain gateways on a per-product-group basis. |
| − | Any gateways with a check beside their name will | + | Any gateways with a check beside their name will display as possible choices for orders containing products within a given group. To prevent a gateway's use with products from a product group, uncheck the checkbox next to the name. |
| − | <div class="docs-alert-warning"> | + | <div class="docs-alert-warning"> |
| + | <span class="title">Warning</span><br /> | ||
| + | If an order or invoice contains multiple products from multiple different product groups, only payment gateways that the two product groups share in common will display. For this reason, it's important that product groups share '''at least''' one payment gateway in common. If a client orders items from two groups that don't have a gateway in common, it would result in no payment gateways being available for payment. | ||
| + | </div> | ||
===Order Form Template=== | ===Order Form Template=== | ||
| − | + | You can customize the order form template for the product group product selection page and the product configuration steps of the order process on a per-product-group basis. | |
| − | To do this, | + | To do this, select the '''Use Specific Template''' option in the product group configuration. A list of available order form templates will display. |
| − | The template you select | + | The system will use the template you select to display products when the product group is selected from the list of available product categories in the shopping cart, and for the product configuration steps of any products or bundles in the group. |
| − | <div class="docs-alert- | + | <div class="docs-alert-warning"> |
| + | <span class="title">Note</span><br /> | ||
| + | If the <tt>?carttpl=xxx</tt> URL parameter specifies an order form template to use, then that value will take precendence over the product group setting. | ||
| + | </div> | ||
===Featured Product=== | ===Featured Product=== | ||
| − | Some newer order forms also support the concept of featured products | + | Some newer order forms also support the concept of featured products to promote more prominently than other products within a group. |
| − | To set a product as the featured item for a group, navigate to Setup > Products/Services, select the desired product, and check the '''Featured''' checkbox on the '''Details''' tab of the product configuration | + | To set a product as the featured item for a group, navigate to '''[[Products_and_Services|Setup > Products/Services]]''', select the desired product, and check the '''Featured''' checkbox on the '''Details''' tab of the product configuration. Then, click '''Save'''. |
| − | We recommend selecting only | + | We recommend selecting only one featured product per group. |
Revision as of 20:52, 1 June 2020
Products are organized into groups. Each group can contain an unlimited number of both products and product bundles.
A common use for product groups is grouping similar or related products together. This can allow them to display side-by-side for comparison, depending on the order form template you select.
For each product group, you can define the following information:
- Name — The name that the system displays for the group to both admin users and customers (required).
- Headline — A headline for newer order form templates (optional).
- Tagline — A tagline for newer order form templates (optional).
- Features — A list of features that apply to all products within the product group. Some newer order form templates use this.
- Available Payment Gateways — Allows you to customize which active payment gateways you can use with orders and invoices containing products from this group.
- Order Form Template — Allows you to define which order form template to use for the product group and product configuration steps of the order process for products within this group.
- Hidden — Hides the product group from display in the client side Shopping Cart product group list. Note that this is still accessible using the group ID.
- Direct Cart Link — A direct link to the shopping cart, which will preselect the current product group.
Contents
Creating a Product Group
To create a product group, navigate to Setup > Products/Services and click Create a New Group.
Fill out the fields, and then click Save Changes to complete the process.
Headline/Tagline
New order form templates use specified headlines or taglines.
Older order form templates use the product group name as the display title.
Features
Adding product group features allows some newer order form templates to display features that relate to all the products within the group.
Note
When creating a new product group, you must save it for the first time and then edit it again before you can add features.
You can add, remove and reorder features.
To add a feature, enter the display text for it and press enter or click Add New.
The system will add the feature to the bottom of the list. You can reorder features by clicking and dragging the crosshair icon to the left of the feature label.
To delete a feature, click the X icon to the right of the features. To edit a feature, you will need to delete and recreate it.
Available Payment Gateways
By default, all active payment gateways are available to all orders and invoices that you create within WHMCS.
You can, however, restrict the use of certain gateways on a per-product-group basis.
Any gateways with a check beside their name will display as possible choices for orders containing products within a given group. To prevent a gateway's use with products from a product group, uncheck the checkbox next to the name.
Warning
If an order or invoice contains multiple products from multiple different product groups, only payment gateways that the two product groups share in common will display. For this reason, it's important that product groups share at least one payment gateway in common. If a client orders items from two groups that don't have a gateway in common, it would result in no payment gateways being available for payment.
Order Form Template
You can customize the order form template for the product group product selection page and the product configuration steps of the order process on a per-product-group basis.
To do this, select the Use Specific Template option in the product group configuration. A list of available order form templates will display.
The system will use the template you select to display products when the product group is selected from the list of available product categories in the shopping cart, and for the product configuration steps of any products or bundles in the group.
Note
If the ?carttpl=xxx URL parameter specifies an order form template to use, then that value will take precendence over the product group setting.
Featured Product
Some newer order forms also support the concept of featured products to promote more prominently than other products within a group.
To set a product as the featured item for a group, navigate to Setup > Products/Services, select the desired product, and check the Featured checkbox on the Details tab of the product configuration. Then, click Save.
We recommend selecting only one featured product per group.