Addons and Configurable Options - Revision history

SarahK at 20:13, 16 November 2022

2022-11-16T20:13:03Z

SarahK at 21:45, 18 February 2022

2022-02-18T21:45:32Z

SarahK at 20:50, 7 February 2022

2022-02-07T20:50:57Z

SarahK: /* Friendly Display Names */

2021-08-31T15:56:13Z

‎Friendly Display Names

Joshua: /* Slider */

2021-07-12T04:13:09Z

‎Slider

Lawrence: /* Product Addons billing cycle workflow */

2021-05-18T13:30:30Z

‎Product Addons billing cycle workflow

SarahK: /* Managing Options */

2020-08-04T13:34:54Z

‎Managing Options

SarahK: /* Setting up a New Group */

2020-08-04T13:34:26Z

‎Setting up a New Group

SarahK: /* Product Addons billing cycle workflow */

2020-08-04T13:34:09Z

‎Product Addons billing cycle workflow

DanR at 19:48, 9 June 2020

2020-06-09T19:48:14Z

@@ Line 1: / Line 1: @@
-Depending on your purpose, you may wish to use product addons or you may wish to use configurable options. Configurable options on products allow you to give your clients ways to alter the price of that product while product addons do not.
+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 ==
@@ Line 5: / Line 5: @@
 Use [[Configurable Options]] when:
-*You want to offer a choice of options for a single item, like disk space, the server operating system, or locations.
+*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.
 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'''.
@@ Line 19: / Line 21: @@
 * 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.)
 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'''.

@@ Line 1: / Line 1: @@
-===What are Addons and Configurable Options?===
+Depending on your purpose, you may wish to use product addons or you may wish to use configurable options. 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 are defined in groups
+== Configurable Options ==
-===When should I use configurable options instead of addons?===
+Use [[Configurable Options]] when:
-*If you want to offer a choice of options for a single thing - for example Disk Space, Operating System, Locations, etc...
+*You want to offer a choice of options for a single item, like disk space, the server operating system, or locations.
-*If you want the total amount to be billed as a single item and not separately
+*You want the total amount to be billed as a single item and not separately.
-*When the billing cycle of the addon must match the billing cycle of the product
+*The billing cycle of the addon must match the billing cycle of the product.
-===When should I use addons instead of configurable options?===
+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'''.
-*If the item is a one-off service
+== Product Addons ==
-*Not subject to prorata at a product level or client-wide signup anniversary prorata.
+Use [[Product Addons]] when:
-===Product Addons billing cycle workflow===
+* The item is a one-time service.
+* You want customers to select it independently of other items.
-If the Product Addon has a billing cycle configured in the pricing matrix which matches the parent product in the cart, then matching billing cycle will be used automatically. If a product addon is ordered at a later date via the client area ('''Services > View Available Addons''') it can have a different billing cycle (determined automatically by the shortest configured billing cycle) and next due date from the parent product.
+* 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.)
-For some addons such as SSL certificates, you may wish to ensure this is billed annually regardless of the parent product billing cycle, to do this you should only specify annual pricing for addon in the addon pricing matrix.
+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'''.

@@ Line 27: / Line 27: @@
 To set annual pricing on the addon:
-#Navigate to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Products/Services > Product Addons'''.
+#Navigate to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Product Addons'''.
 #Click '''Edit''' next to the addon.
 #Click '''Pricing'''.
@@ Line 36: / Line 36: @@
 ===Setting up a New Group===
-#Go to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Products/Services > Configurable Options > Create a New Group'''.
+#Go to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Configurable Options > Create a New Group'''.
 #Enter a name and description (for admin reference only) and choose the products it applies to (you can also do this later).
 #Click '''Save Changes'''. The page will reload showing the group details and allowing you to move on to managing options.
@@ Line 44: / Line 44: @@
 To manage options:
-#Go to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Products/Services > 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.
+#Go to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > 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 configurable option, click '''Add New Configurable Option'''.
 #In the new window, enter an option name and choose a type. You can select from the following types:

@@ Line 100: / Line 100: @@
 ===Friendly Display Names===
-Sometimes, a module may require you to format a configurable option valu in a certain way, but this might be difficult for visitors to understand. WHMCS can display a friendly name to visitors on the order form, emails, and invoices, but still send the required machine code to the module.
+Sometimes, a module may require you to format a configurable option value in a certain way, but this might be difficult for visitors to understand. WHMCS can display a friendly name to visitors on the order form, emails, and invoices, but still send the required machine code to the module.
 [[File:Config option friendly.png|thumb|Config Option Friendly Names]]
 To achieve this, use the format "required value|display value". For example:

@@ Line 87: / Line 87: @@
 [[File:OrderFormConfigOptionsSliderNew1.png]]
-The slider provides a graphical method for clients to specify a quantity. Like '''Quantity''', you must supply a minimum and maximum quantity and use it in conjunction with all order form templates (except boxes).
+The slider provides a graphical method for clients to specify a '''Quantity'''. Note that '''Slider''' is not an option type itself. In order to use the slider, you must select the '''Quantity''' option type and supply '''both''' a minimum and maximum value. Once you have set both values, the slider will automatically appear in all order form templates (except boxes).
 ===Hiding Options===

@@ Line 44: / Line 44: @@
 To manage options:
-#Go to '''Setup > Products/Services > 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.
+#Go to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Products/Services > 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 configurable option, click '''Add New Configurable Option'''.
-#A new window will allow you to enter an option name and choose a type. You can select from the following types:
+#In the new window, enter an option name and choose a type. You can select from the following types:
 #*'''Dropdown''' — Show a menu of options on the order form.
 #*'''Radio''' — Show a selection of radio button options on the order form.
@@ Line 55: / Line 55: @@
 #Enter pricing for all the cycles that the product has enabled.
 #*If you selected '''Yes/No''' or '''Quantity''' for the type, then only one sub-option is necessary.
-#*If you selected '''Dropdown''' or '''Radio''' for the type, use the '''Add Option''' field at the bottom of the page to add multiple sub-options.
+#*If you selected '''Dropdown''' or '''Radio''' for the type, use '''Add Option''' at the bottom of the page to add multiple sub-options.
 #After every addition, click '''Save Changes''' to reload the page and set the new sub-options pricing.
 #After you finish configuring your options, click '''Close Window'''. This will refresh the underlying page to show the new option.
 #Repeat this process for each option you want to add.
-#After you set up multiple options in the group, use the '''Sort Order''' column to define the display order for the options.
+#After you set up multiple options in the group, use '''Sort Order''' to define the display order for the options.
 #Click '''Back to Groups List''' to complete the process.
@@ Line 67: / Line 67: @@
 =====Dropdown=====
 [[File:Co dropdown.png|right]]
-The '''Dropdown''' option type displays a standard combo box. This is useful when there are a large number of items to choose from that should require minimal space on the order form.
+'''Dropdown''' displays a standard combo box. This is useful when there are a large number of items to choose from that should require minimal space on the order form.
 =====Yes/No=====
 [[File:Co yesno.png|right]]
-The '''Yes/No''' option type displays a checkbox for the client to select or deselect. This is useful for simple opt-in-or-opt-out questions. Both yes or no are valid values, so the form validation will accept the unchecked state even if this is a required option.
+'''Yes/No''' displays a checkbox for the client to select or deselect. This is useful for simple opt-in-or-opt-out questions. Both yes or no are valid values, so the form validation will accept the unchecked state even if this is a required option.
 =====Radio=====
 [[File:Co radio.png|right]]
-The '''Radio''' option type displays a list of the available options alongside a radio box for the client to choose from. If there are too many options, this can look messy. In that case, we recommend using '''Dropdown''' instead.
+'''Radio''' displays a list of the available options alongside a radio box for the client to choose from. If there are too many options, this can look messy. In that case, we recommend using '''Dropdown''' instead.
 =====Quantity=====
 [[File:Co quantity.png|right]]
-The '''Quantity''' option type displays a field that allows the client to enter a number. Specify the unit price in the One Time/Monthly column. The system will multiply it by the quantity that the client selected.
+'''Quantity''' displays a field that allows the client to enter a number. Specify the unit price in '''One Time/Monthly'''. The system will multiply it by the quantity that the client selected.
-When creating or editing a '''Quantity''' option, you can set maximum and minimum vales. You may also allow clients to enter any quantity by leaving '''both''' the 'Minimum' and 'Maximum' fields blank. However, you can't specify just a minimum or just a maximum value.
+When creating or editing '''Quantity''', you can set maximum and minimum vales. You may also allow clients to enter any quantity by leaving both '''Minimum''' and '''Maximum''' blank. However, you can't specify just a minimum or just a maximum value.
 =====Slider=====
@@ Line 87: / Line 87: @@
 [[File:OrderFormConfigOptionsSliderNew1.png]]
-The slider provides a graphical method for clients to specify a quantity. Like the '''Quantity''' option type, you must supply a minimum and maximum quantity and use it in conjunction with all order form templates (except Boxes).
+The slider provides a graphical method for clients to specify a quantity. Like '''Quantity''', you must supply a minimum and maximum quantity and use it in conjunction with all order form templates (except boxes).
 ===Hiding Options===

@@ Line 21: / Line 21: @@
 ===Product Addons billing cycle workflow===
-If the Product Addon has a billing cycle configured in the pricing matrix which matches the parent product in the cart, then matching billing cycle will be used automatically. If a product addon is ordered at a later date via the client area (Services > View Available Addons) it can have a different billing cycle and next due date from the parent product.
+If the Product Addon has a billing cycle configured in the pricing matrix which matches the parent product in the cart, then matching billing cycle will be used automatically. If a product addon is ordered at a later date via the client area ('''Services > View Available Addons''') it can have a different billing cycle and next due date from the parent product.
 For some addons such as SSL certificates, you may wish to ensure this is billed annually regardless of the parent product billing cycle, to do this you should only specify annual pricing for addon in the addon pricing matrix.
@@ Line 27: / Line 27: @@
 To set annual pricing on the addon:
-Navigate to Setup > Products/Services > Product Addons
+#Navigate to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Products/Services > Product Addons'''.
-Click the Edit icon next to the Addon
+#Click '''Edit''' next to the addon.
-Navigate to the Pricing tab
+#Click '''Pricing'''.
-Enable the Annual pricing and set the desired selling price
+#Enable the annual pricing and set the desired selling price.
 This will ensure the addon is always billed annually even if the parent product billing cycle is different.

← Older revision		Revision as of 19:48, 9 June 2020
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	*Not subject to prorata at a product level or client-wide signup anniversary prorata.		*Not subject to prorata at a product level or client-wide signup anniversary prorata.
−
−

	===Product Addons billing cycle workflow===		===Product Addons billing cycle workflow===