Difference between revisions of "Addons and Configurable Options"
From WHMCS Documentation
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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. | 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. | ||
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| + | *Configurable options are defined in groups | ||
| + | *Groups of options can then be applied to one or more products | ||
===When should I use configurable options instead of addons?=== | ===When should I use configurable options instead of addons?=== | ||
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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 | *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== | |
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#Go to '''Setup > Configurable Options > Create a New Group''' | #Go to '''Setup > Configurable Options > Create a New Group''' | ||
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#The page will reload showing the group details and allowing you to move on to managing options | #The page will reload showing the group details and allowing you to move on to managing options | ||
| − | + | ==Managing Options== | |
#Go to '''Setup > Configurable Options''' and click the edit icon next to the option group you want to modify | #Go to '''Setup > Configurable Options''' and click the edit icon next to the option group you want to modify | ||
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#Once you are entirely finished, click '''Back to Groups List''' to complete the process | #Once you are entirely finished, click '''Back to Groups List''' to complete the process | ||
| − | ===Hiding Options | + | ===Option Types=== |
| + | WHMCS offers a variety of different configurable allowing for choice of the most appropriate input format. Below is a summary: | ||
| + | |||
| + | ====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 | *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 | ||
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*'''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. | *'''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. | Information on [[Product Addons]] can be found on their own page. | ||
Revision as of 14:14, 21 October 2011
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.
- Configurable options are defined in groups
- Groups of options can then be applied to one or more products
Contents
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, Locations, etc...
- 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
Setting up a New Group
- Go to Setup > Configurable Options > Create a New Group
- 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
- Go to Setup > Configurable Options and click the edit icon next to the option group you want to modify
- 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
- 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:
Quantity
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
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.