Setting Up Your First Product - Revision history

SarahK: Redirected page to Products and Services

2021-09-13T17:59:13Z

Redirected page to Products and Services

SarahK: /* Module Settings Tab */

2021-07-22T19:11:46Z

‎Module Settings Tab

SarahK: /* Pricing Tab */

2021-07-22T19:11:35Z

‎Pricing Tab

SarahK: /* Details Tab */

2021-07-22T19:11:25Z

‎Details Tab

SarahK: /* Module Settings Tab */

2021-05-13T16:51:57Z

‎Module Settings Tab

SarahK at 15:30, 8 September 2020

2020-09-08T15:30:21Z

SarahK at 20:30, 4 August 2020

2020-08-04T20:30:21Z

John at 09:41, 26 June 2020

2020-06-26T09:41:28Z

John at 08:18, 24 April 2017

2017-04-24T08:18:47Z

John: /* Module Settings Tab */

2015-01-23T13:03:32Z

‎Module Settings Tab

← Older revision		Revision as of 17:59, 13 September 2021
Line 1:		Line 1:
−	~~When you configure a new product on your WHMCS system, it appears automatically in the order form (unless you choose to hide it).~~	+	#REDIRECT[[Products_and_Services]]
−
−	~~You can also view this video tutorial on how to set up a product:~~
−
−	<html><a href="https://www.youtube.com/watch?v=0lqzsTSUGw0&hd=1" class="docs-video-tutorial"><em>Watch the video tutorial for this feature</em><span> <img src="https://assets.whmcs.com/icons/youtube.png"> </span></a></html>
−
−	~~==Creating a New Product==~~
−	~~To set up your first product, you need to set up a product group to contain the product and then create the product itself.~~
−
−	For both of these tasks, begin by navigating to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Products/Services''' or, prior to WHMCS 8.0, '''Setup > Products/Services > Products/Services'''.
−
−	~~==Create a Product Group==~~
−	~~Before you can create a product, you must create a product group to put that product in.~~
−
−	~~To create a new product group:~~
−	#~~Click '''Create a New Group'''.~~
−	~~#Enter a name for the group. Products are organized by groups on the order form.~~
−	~~#Enter a '''Product Group Headline''' and '''Product Group Tagline'''.~~
−	~~#Select an '''Order Form Template'''.~~
−	~~#Check the boxes for the '''Available Payment Gateways''' that you want to use.~~
−	~~#Check '''Hidden''' if you want to hide the product group on the order form. This will prevent purchases from the product group via the client area.~~
−	~~#Click '''Save Changes'''.~~
−
−	~~==Create a Product==~~
−
−	~~To create a new product:~~
−	~~#Click '''Create a New Product'''.~~
−	~~#Choose a '''Product Type'''.~~
−	~~#Choose the '''Product Group''' that you just selected.~~
−	~~#Enter a '''Product Name'''.~~
−	~~#Select a '''Module'''. For example, for hosting plans hosted on a Plesk server, select ''Plesk''.~~
−	~~#Toggle '''Create as Hidden''' to hide or show the product on the client-side order form. Customers can still purchase the product if they have the direct link to that product.~~
−	~~#Click '''Continue''' and then configure the tabs on the page that appears.~~
−	~~#After you configure the additional tabs, click '''Save Changes'''.~~
−
−	~~<div class="docs-alert-success">~~
−	~~<span class="title">Available Tabs</span><br />~~
−	~~The sections below only detail some of the tabs and settings that are available. For a full list of settings, see [[Products_and_Services\|Products/Services]].~~
−	~~</div>~~
−
−	~~===Details Tab===~~
−
−	~~You may want to update these settings in the '''Details''' tab:~~
−	*Use '''Product Description''' to enter the details of the product. This displays on the order form and should both encourage sales and differentiate between this product and others. For example, you may want to list disk space and bandwidth limits.
−	*Use '''Welcome Email''' to select the email to send to clients who order this product. The standard templates will cover most situations, or you can [[Email_Templates\|customise them or create your own]].
−
−	~~For descriptions of the other settings in this tab, see [[Products_and_Services\|Products/Services]].~~
−
−	~~===Pricing Tab===~~
−
−	~~You may want to update these settings in the '''Pricing''' tab:~~
−	*Select the '''Payment Type''' for the product: '''Free''', '''One-Time''', or '''Recurring'''. For example, design services may be a '''One-Time''' product, while most hosting plans use '''Recurring'''.
−	**If you select '''One-Time''' or '''Recurring''', a pricing grid will appear. Use it to configure the product price.
−	***Enable each desired billing cycle by checking '''Enable'''.
−	***For '''One-Time''' products, enable '''One Time/Monthly''' and enter your '''Setup Fee''' and '''Price''' for each currency.
−	***For '''Recurring''' products, check '''Enable''' for your desired billing cycles and enter your '''Setup Fee''' and '''Price''' for each cycle. You can enable as many billing cycles as you wish.
−	**The '''Setup Fee''' specifies the different setup fees for the billing cycle you chose. For example, you may charge setup fees on monthly cycles and offer free setup for yearly cycles.
−
−	~~For descriptions of the other settings in this tab, see~~ [[Products_and_Services~~\|Products/Services]].~~
−
−	~~===Module Settings Tab===~~
−
−	~~You can update these settings in the '''Module Settings''' tab:~~
−	*Select the type of control panel on the server to use for this product from '''Module Name'''. If you selected this during initial product creation, WHMCS will use that value.
−	**For documentation for the available modules, see [[Server Modules]].
−	**If a product has no specific module, set it to [[Auto Release]] ~~to simulate activation and send a welcome email.~~
−	*The specific configuration instructions for the next section of the tab depend on your module.
−	*At the bottom of the tab, choose the automation behavior when the product is purchased.

← Older revision		Revision as of 19:11, 22 July 2021
Line 60:		Line 60:

	===Module Settings Tab===		===Module Settings Tab===
−	~~[[File:82firstproduct.png‎\|thumb\|Product Pricing Tab]]~~

	You can update these settings in the '''Module Settings''' tab:		You can update these settings in the '''Module Settings''' tab:

@@ Line 48: / Line 48: @@
 ===Pricing Tab===
 You may want to update these settings in the '''Pricing''' tab:
@@ Line 59: / Line 58: @@
 For descriptions of the other settings in this tab, see [[Products_and_Services|Products/Services]].
-−
 ===Module Settings Tab===
 [[File:82firstproduct.png‎|thumb|Product Pricing Tab]]

@@ Line 40: / Line 40: @@
 ===Details Tab===
 You may want to update these settings in the '''Details''' tab:
@@ Line 47: / Line 46: @@
 For descriptions of the other settings in this tab, see [[Products_and_Services|Products/Services]].
-−
 ===Pricing Tab===
 [[File:First_prod2.png‎|thumb|Product Pricing Tab]]

@@ Line 62: / Line 62: @@
 ===Module Settings Tab===
-[[File:First_prod2.png‎|thumb|Product Pricing Tab]]
+[[File:82firstproduct.png‎|thumb|Product Pricing Tab]]
-You may want to update these settings in the '''Module Settings''' tab:
+You can update these settings in the '''Module Settings''' tab:
-*Use '''Module Name''' to select the type of server you're using for this product. If you selected a '''Module''' during the initial product creation steps, WHMCS will use that here.
+*Select the type of control panel on the server to use for this product from '''Module Name'''. If you selected this during initial product creation, WHMCS will use that value.
 **For documentation for the available modules, see [[Server Modules]].
 **If a product has no specific module, set it to [[Auto Release]] to simulate activation and send a welcome email.
 *The specific configuration instructions for the next section of the tab depend on your module.
-*At the bottom of the tab, choose one of four automation settings for activating the product.
+*At the bottom of the tab, choose the automation behavior when the product is purchased.

@@ Line 1: / Line 1: @@
-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:
+When you configure a new product on your WHMCS system, it appears automatically in the order form (unless you choose to hide it).
-<html><a href="https://www.youtube.com/watch?v=0lqzsTSUGw0&hd=1" class="docs-video-tutorial"><em>Watch the video tutorial for this feature</em><span>&nbsp;<img src="https://assets.whmcs.com/icons/youtube.png">&nbsp;</span></a></html>
+You can also view this video tutorial on how to set up a product:
-#From the Admin Summary page navigate to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Products/Services''' or, prior to WHMCS 8.0, '''Setup > Products/Services > Products/Services'''.
+To create a new product group:
-#Click ''Create a New Group'' and enter a name for it - products will be organised on the order form based on their group
+#Click '''Create a New Group'''.
-#Next click ''Create a New Product''
+#Enter a name for the group. Products are organized by groups on the order form.
-#Choose the type of product this is - your new group is selected already - enter the name for the product and click ''Continue''
+#Enter a '''Product Group Headline''' and '''Product Group Tagline'''.
-#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.
+#Select an '''Order Form Template'''.
 ===Details Tab===
 [[File:First_prod1.png‎|thumb|Product Details Tab]]
-* 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 [[Email_Templates|customise them or create your own]].
+You may want to update these settings in the '''Details''' tab:
-* That's all for this tab, so next click the Pricing tab.
+*Use '''Product Description''' to enter the details of the product. This displays on the order form and should both encourage sales and differentiate between this product and others. For example, you may want to list disk space and bandwidth limits.
+*Use '''Welcome Email''' to select the email to send to clients who order this product. The standard templates will cover most situations, or you can [[Email_Templates|customise them or create your own]].
 ===Pricing Tab===
 [[File:First_prod2.png‎|thumb|Product Pricing Tab]]
-*Select the '''Pricing Type''' for the product; Free, One-Time or Recurring. Physical good would be one-time whilst most hosting services would be recurring.
-*Use the '''pricing grid''' to enter the price of the product. For one-time pricing types enter a price in the One-Time column, for recurring pricing types there are several billing cycles to choose from depending on how often you want clients to be billed.
+You may want to update these settings in the '''Pricing''' tab:
-*The '''setup fee''' in each column allows you to specify different setup fees depending on the cycle chosen - for example you may charge setup fees on monthly cycles and offer free setup if paid annually - leave this field at 0.00 for no setup fee.
+*Select the '''Payment Type''' for the product: '''Free''', '''One-Time''', or '''Recurring'''. For example, design services may be a '''One-Time''' product, while most hosting plans use '''Recurring'''.
-* If you do not wish to offer a billing cycle enter -1.00 as the price to '''disable''' it. In this screenshot the product will only be available monthly or annually.
+**If you select '''One-Time''' or '''Recurring''', a pricing grid will appear. Use it to configure the product price.
-* That's all for this tab, so next click the Module Settings tab.
+***Enable each desired billing cycle by checking '''Enable'''.
+***For '''One-Time''' products, enable '''One Time/Monthly''' and enter your '''Setup Fee''' and '''Price''' for each currency.
 ===Module Settings Tab===
 [[File:First_prod2.png‎|thumb|Product Pricing Tab]]
-*From the '''Module Name''' dropdown menu select the type of server you're using, in the screenshot we're using cPanel
-*The specific configuration instructions depend upon which module you're using, some of the most common ones are:
+You may want to update these settings in the '''Module Settings''' tab:
-**[[CPanel/WHM]]
+*Use '''Module Name''' to select the type of server you're using for this product. If you selected a '''Module''' during the initial product creation steps, WHMCS will use that here.
-**[[Plesk]]
+**For documentation for the available modules, see [[Server Modules]].
-**[[DirectAdmin]]
+**If a product has no specific module, set it to [[Auto Release]] to simulate activation and send a welcome email.
-**[[Enom SSL Certificates]]
+*The specific configuration instructions for the next section of the tab depend on your module.
-*The documentation for other modules can be found on the [[Server Modules]] page.
+*At the bottom of the tab, choose one of four automation settings for activating the product.

@@ Line 1: / Line 1: @@
 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:
-[[File:Videotutorial.png‎|center|link=http://www.youtube.com/watch?v=LF51Fayo0YU&hd=1|Watch Video Tutorial]]
+[[File:Videotutorial.png‎|center|link=https://www.youtube.com/watch?v=0lqzsTSUGw0&hd=1|Watch Video Tutorial]]
 #From the Admin Summary page navigate to '''Setup > Products/Services > Products/Services'''

@@ Line 35: / Line 35: @@
 **[[Enom SSL Certificates]]
 *The documentation for other modules can be found on the [[Server Modules]] page.
-*If a product has no specific module to be linked to then you can set it to [[Autorelease]] in order to have the activation simulated and therefore welcome email sent automatically
+*If a product has no specific module to be linked to then you can set it to [[Auto Release]] in order to have the activation simulated and therefore welcome email sent automatically
 *Finally there are 4 '''automation settings''' to choose from for product activation, when ordered you can have WHMCS do nothing, wait for manual approval, wait for payment or create the account immediately.
 Now click ''Save Changes'' and your first product has now been created, congratulations!