Difference between revisions of "Setting Up Your First Product"
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Revision as of 18:10, 14 November 2011
This guide covers how to create your first product in the WHMCS system, when a product is configured it appears automatically in the order form. A video tutorial on how to setup a product is also available @ http://www.whmcs.com/tutorials.php?i=4
- From the Admin Summary page navigate to Setup > Products/Services > Products/Services
- Click Create a New Group and enter a name for it - products will be organised on the order form based on their group
- Next click Create a New Product
- Choose the type of product this is, your new group is selected already and enter the name for it before clicking Continue >>
- You will now see the product configuration page, from here you can configure all aspects of this products. This guide covers the basics to get you started.
Details Tab
This is the first tab you see, the product name entered in the previous step has been filled out already but we need to flesh this out:
- In the Product Description field enter the details of the product, this will be displayed on the order form so make it enticing to encourage sales, but also descriptive so visitors can tell the difference between this and your other products. For example you may wish to list the disk space & bandwidth limits.
- Use the Welcome Email dropdown menu to select which email will be sent to clients once they've ordered this product. The standard templates will cover most situations but you can customise them or create your own.
- That's all for this tab, so next click the Pricing tab.