Products and Services - Revision history

SarahK: /* Product List */

2024-03-28T21:03:37Z

‎Product List

SarahK: /* Sorting */

2024-03-18T17:46:11Z

‎Sorting

SarahK: /* Sorting */

2024-03-18T14:43:57Z

‎Sorting

PeterM at 11:57, 19 February 2024

2024-02-19T11:57:35Z

SarahK at 17:38, 7 February 2024

2024-02-07T17:38:47Z

SarahK at 17:37, 7 February 2024

2024-02-07T17:37:29Z

SarahK: /* Other */

2023-12-06T20:56:19Z

‎Other

SarahK at 20:56, 6 December 2023

2023-12-06T20:56:02Z

SarahK: /* Details */

2023-12-06T20:54:11Z

‎Details

SarahK: /* Other */

2023-07-27T17:55:30Z

‎Other

@@ Line 282: / Line 282: @@
 * '''Stock''' — The available quantity for the product, if you enabled '''Stock Control''' in the '''[[#Details|Details]]''' tab.
 * '''Auto Setup''' — Whether you selected an automatic setup option for '''Automation Settings''' in the '''[[#Module_Settings|Module Settings]]''' tab.
-* '''Features''' — In WHMCS 8.10 and later, specific available features for this product. Currently, this column lists whether the product includes [[Sitejet Builder]].
+* '''Features''' — In WHMCS 8.10 and later, specific available features for this product.
 === Sorting ===

@@ Line 288: / Line 288: @@
 You can sort groups and products using the crosshair icon in the appropriate row. This is on the left for groups and on the right for products.
-[[File:Drag_and_drop_sorting.png|center|850x250px]]
+[[File:products-and-services-list.png|600px]]
 After moving, a success message will appear on the top right of the page to confirm that the system saved the sort order. It is not possible to move products between groups using the drag-and-drop method.

@@ Line 271: / Line 271: @@
 For more information, see [[Linking to WHMCS]] and [[Friendly URLs]].
-==Sorting==
+== Product List ==
 You can sort groups and products using the crosshair icon in the appropriate row. This is on the left for groups and on the right for products.
-−
 [[File:Drag_and_drop_sorting.png|center|850x250px]]
-−
 After moving, a success message will appear on the top right of the page to confirm that the system saved the sort order. It is not possible to move products between groups using the drag-and-drop method.
-−
 ==Feature Highlights==

@@ Line 102: / Line 102: @@
 ** For '''Recurring''' products, check '''Enable''' for the billing cycles that you want to offer with the product.
 ** For '''Setup Fee''' in each column, enter any setup fees for a given billing cycle. For example, you may charge setup fees on monthly cycles and offer free setup for yearly cycles.
 * '''Allow Multiple Quantities''' — Select whether clients can order multiple instances of this product on the checkout page. The product cannot require additional configuration (like product custom fields or configurable options).
 ** ''No'' — Disables the option to specify a quantity for this product.

@@ Line 120: / Line 120: @@
 ** If you enable this, they would pay the prorated amount plus the next month in advance.
 ** To prorate a product but not enable this feature, set '''Prorata Date''' to a normal value and set '''Charge Next Month''' to <tt>32</tt>.
-* '''On-Demand Renewals''' — Configure product-specific settings for on-demand renewals.<div class="docs-alert-info">We moved these settings to the '''[[Pricing|Products_and_Services#pricing]]''' tab in WHMCS 8.9. For more information, see [[On-Demand Renewals]].</div>
+* '''On-Demand Renewals''' — Configure product-specific settings for on-demand renewals.<div class="docs-alert-info">We moved these settings to the '''Pricing''' tab in WHMCS 8.9. For more information, see [[On-Demand Renewals]].</div>
 ** To use the global configuration in the '''[[Ordering_Tab|Ordering]]''' tab at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > General Settings''', select '''Use System Default'''.
 ** To override the global configuration and '''always''' offer on-demand renewals for the product, select '''Use Product-Specific Configuration''' and check '''Check to allow clients to place renewal orders early'''.

@@ Line 226: / Line 226: @@
 ===Other===
-−
 Use this tab to set miscellaneous settings such as product affiliate rates, product downloads, and overage billing.
-−
 * '''Custom Affiliate Payout''' — Select whether to provide a percentage of the price, provide a fixed amount per sale, or disable commissions. <div class="docs-alert-info">Selecting '''No Commission''' disables commissions for the product. This setting overrides the default commission. However, if you configure either the affiliate or product commission to one-time, that selection will override this setting.</div>
 * '''Affiliate Pay Amount''' — The percentage or amount paid for a purchase of this product, depending on your choice for the setting above.
@@ Line 242: / Line 242: @@
 * '''Soft Limits''' — Enter the soft limits for '''Disk Usage''' and '''Bandwidth'''.
 * '''Overage Costs''' — Enter the overage costs for '''Disk Usage''' and '''Bandwidth'''.
-* '''On-Demand Renewals''' — Configure product-specific settings for on-demand renewals.<div class="docs-alert-info">We added this feature in WHMCS 8.8. For more information, see [[On-Demand Renewals]].</div>
+* '''On-Demand Renewals''' — Configure product-specific settings for on-demand renewals.<div class="docs-alert-info">We added this feature in WHMCS 8.8 and moved these settings to the '''[[#pricing|Pricing]]''' tab in WHMCS 8.9. For more information, see [[On-Demand Renewals]].</div>
 ** To use the global configuration in the '''[[Ordering_Tab|Ordering]]''' tab at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > General Settings''', select '''Use System Default'''.
 ** To override the global configuration and ''always'' offer on-demand renewals for the product, select '''Use Product-Specific Configuration''' and check '''Check to allow clients to place renewal orders early.'''. Optionally, enter the [[On-Demand_Renewals#Renewal_Period_Lengths|maximum length of the on-demand renewal period]] for each billing cycle. Enter <tt>0</tt> to disable on-demand renewals for that billing cycle.

@@ Line 14: / Line 14: @@
 To create a product group:
 # Click '''Create a New Group'''.
 # Specify the following product group information. Some order form templates may not use all of this information:
 ## '''Product Group Name''' — The name that the system displays for the group to both admin users and customers. The name that you enter here will display on the order form.
@@ Line 93: / Line 93: @@
 === Pricing ===
-−
 The '''Pricing''' tab lets you specify the prices and active duration of the product.
-−
 [[File:Cpanel standalone2.png|thumb|Price Grid]]
-−
 * '''Payment Types''' — Select '''Free''', '''One Time''', or '''Recurring'''. If you select '''One Time''' or '''Recurring''', the pricing grid will appear. Enable the desired billing cycles by checking '''Enable'''.
 ** For '''One Time''' products, enable '''One Time/Monthly''' and enter your prices into that column.
@@ Line 120: / Line 120: @@
 ** If you enable this, they would pay the prorated amount plus the next month in advance.
 ** To prorate a product but not enable this feature, set '''Prorata Date''' to a normal value and set '''Charge Next Month''' to <tt>32</tt>.
 === Module Settings ===

@@ Line 69: / Line 69: @@
 === Details ===
 The '''Details''' tab contains general information about a product, including its name and product group:
 * '''Product Type''' — Select a product type. For more information, see the [[#Products|Products]] section above.