Product Bundles - Revision history

SarahK: /* Setting Up a New Bundle */

2022-05-26T19:41:35Z

‎Setting Up a New Bundle

SarahK at 21:31, 14 April 2022

2022-04-14T21:31:56Z

SarahK at 22:30, 1 March 2022

2022-03-01T22:30:11Z

SarahK at 19:41, 18 January 2022

2022-01-18T19:41:01Z

Lawrence: /* Setting Up a New Bundle */

2020-08-25T13:56:58Z

‎Setting Up a New Bundle

Lawrence: /* Setting Up a New Bundle */

2020-08-25T13:56:05Z

‎Setting Up a New Bundle

Lawrence: /* Setting Up a New Bundle */

2020-08-25T13:28:46Z

‎Setting Up a New Bundle

Lawrence: /* Setting Up a New Bundle */

2020-08-25T13:27:59Z

‎Setting Up a New Bundle

SarahK: /* Setting Up a New Bundle */

2020-08-04T13:38:28Z

‎Setting Up a New Bundle

DanR: /* Notes */

2020-06-04T14:42:44Z

‎Notes

← Older revision		Revision as of 19:41, 26 May 2022
Line 37:		Line 37:

	[[File:BundlesConfig1.png\|thumb\|Bundle Item Configuration]]		[[File:BundlesConfig1.png\|thumb\|Bundle Item Configuration]]
−	~~[[File:BundleOrder1.png\|thumb\|Bundle Order Summary showing Discounts]]~~
	[[File:BundleOrderReqs1.png\|thumb\|Bundle Order Summary Requirements Not Met]]		[[File:BundleOrderReqs1.png\|thumb\|Bundle Order Summary Requirements Not Met]]

@@ Line 1: / Line 1: @@
 Product Bundles are a very powerful tool in WHMCS. They can allow you to set up order form links that will automatically take the user through the process of adding two or more products in a single ordering process. They will also provide a way to link to the order form from the pages of your site, with specific preselected configurations, by default.
-You can work with bundles at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Product Bundles'''.
+You can access this feature at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Product Bundles'''.
 ==What a Product Bundle Can Do==

@@ Line 1: / Line 1: @@
 Product Bundles are a very powerful tool in WHMCS. They can allow you to set up order form links that will automatically take the user through the process of adding two or more products in a single ordering process. They will also provide a way to link to the order form from the pages of your site, with specific preselected configurations, by default.
 ==What a Product Bundle Can Do==
@@ Line 40: / Line 42: @@
 To set up a new bundle:
 #Under the '''Options''' heading, choose '''Create New Bundle'''.
 #Enter a name for the bundle, a description (optional), and the valid from and to date (by default, one month from the current date).

@@ Line 58: / Line 58: @@
 Usually, you will link to bundles directly from the product information pages of your site. This is similar to direct order links for individual products (cart.php?a=add&pid=X), but bundles require a bundle ID instead of a product ID. WHMCS provides the link for you to use on the bundle edit screen within the admin area. For example:
-  http://www.yourdomain.com/whmcs/cart.php?a=add&bid=X
+  http://www.example.com/whmcs/cart.php?a=add&bid=X
 You may also choose to offer some bundles on your order form itself. To do this, check the "Show on Order Form" checkbox in the bundle configuration options. Doing this for one or more bundles adds a new order form category,  "Product Bundles", within the cart. This category lists your bundle offerings and with the description you set.

@@ Line 52: / Line 52: @@
 #For a hosting-based product or any that should include a domain, enable any of the domain-related requirements for the bundle item in order to require a domain. For example, select all the Qualifying TLDs, or select a registration period for which the client must order the domain.
-'''NOTE:''' The Price Override field overrides the base product price. Any addons or configurable options the client chooses will be '''addditional''' to the normal price. If you need to discount addons and configurable options as well, a [[Promotions|promotion code]] may be more appropriate.
+'''NOTE:''' The Price Override field overrides the base product price. Any addons or configurable options the client chooses will be '''additional''' to the normal price. If you need to discount addons and configurable options as well, a [[Promotions|promotion code]] may be more appropriate.
 ==Using Bundles==

@@ Line 35: / Line 35: @@
 [[File:BundlesConfig1.png|thumb|Bundle Item Configuration]]
-[[File:BundleOrder.PNG|thumb|Bundle Order Summary showing Discounts]]
+[[File:BundleOrder1.png|thumb|Bundle Order Summary showing Discounts]]
-[[File:BundleOrderReqs.PNG|thumb|Bundle Order Summary Requirements Not Met]]
+[[File:BundleOrderReqs1.png|thumb|Bundle Order Summary Requirements Not Met]]
 To set up a new bundle:

@@ Line 34: / Line 34: @@
 ==Setting Up a New Bundle==
-[[File:BundlesConfig.PNG|thumb|Bundle Item Configuration]]
+[[File:BundlesConfig1.PNG|thumb|Bundle Item Configuration]]
 [[File:BundleOrder.PNG|thumb|Bundle Order Summary showing Discounts]]
 [[File:BundleOrderReqs.PNG|thumb|Bundle Order Summary Requirements Not Met]]

@@ Line 40: / Line 40: @@
 To set up a new bundle:
-#Go to '''Setup > Product Bundles'''.
+#Go to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Product Bundles'''.
-#Under the Options heading, choose '''Create New Bundle'''.
+#Under the '''Options''' heading, choose '''Create New Bundle'''.
 #Enter a name for the bundle, a description (optional), and the valid from and to date (by default, one month from the current date).
-#Check the No Expiry option for unlimited uses, or enter the maximum number of uses (select 0 for unlimited).
+#Check the '''No Expiry''' option for unlimited uses, or enter the maximum number of uses (select 0 for unlimited).
 #Save to create the bundle. A new option, '''Add Another''', will appear in the bundle items section.
 #Click the link to open the item configuration screen.
@@ Line 52: / Line 52: @@
 #For a hosting-based product or any that should include a domain, enable any of the domain-related requirements for the bundle item in order to require a domain. For example, select all the Qualifying TLDs, or select a registration period for which the client must order the domain.
-'''NOTE:''' The Price Override field overrides the base product price. Any addons or configurable options the client chooses will be '''addditional''' at the normal price. If you need to discount addons and configurable options as well, a [[Promotions|promotion code]] may be more appropriate.
+'''NOTE:''' The Price Override field overrides the base product price. Any addons or configurable options the client chooses will be '''addditional''' to the normal price. If you need to discount addons and configurable options as well, a [[Promotions|promotion code]] may be more appropriate.
 ==Using Bundles==

← Older revision		Revision as of 14:42, 4 June 2020
Line 64:		Line 64:
	==Notes==		==Notes==

−	For bundles where there are multiple instances of the same product in the bundle, "[~~https://docs.whmcs.com/~~Products_and_Services\|Allow Multiple Quantities]" on the product should be disabled otherwise the bundle will not work as expected.	+	For bundles where there are multiple instances of the same product in the bundle, "[[Products_and_Services\|Allow Multiple Quantities]]" on the product should be disabled otherwise the bundle will not work as expected.