Product Groups

Product groups organize products and product bundles on the order form, allowing them to display side-by-side for comparison in some order form templates.

  • Each group has a separate page, and you can group products in categories or across several pages.
  • For example, you may wish to list your shared hosting plans separately from reseller plans.

You can access this feature at Configuration () > System Settings > Products/Services.

You must create at least one group before you can create any products.

Product Groups

To create a product group, click Create a New Group at Configuration () > System Settings > Products/Services and configure the settings below.

For more information, see Create a Product Group.

After creating a product group, you can edit it by clicking the edit icon for the product group in the Products/Services list.

Group Settings

You can configure the following product group settings:

SettingDescription
Product Group NameEnter the name that the system will display for the group to both admins and customers. The name that you enter here will display on the order form.
URLEnter a friendly form of the product group URL, which you can use to link directly to the product group.
  • This value must contain at least one letter.
  • You can also view this as Product Group Cart Link in the Links tab for individual products:
    The Links tab for a product
For more information, see Friendly URLs.
Product Group HeadlineEnter a headline for the group. Older order form templates may use the product group name as the headline instead.
Product Group TaglineEnter a tagline for the group.
Order Form TemplateSet the order form template for this group if you do not want to use the system default. The system will use this order form template to display products in this product group from the list of available product categories in the shopping cart and for the product configuration steps of any products or bundles in the group.
If the ?carttpl=xxx URL parameter specifies an order form template to use, that value will take precedence over this setting.
Available Payment GatewaysSelect the active payment gateways to use with orders and invoices containing products from this group.
  • By default, all active payment gateways are available to all orders and invoices that you create within WHMCS.
  • If an order or invoice contains multiple products from multiple different product groups, only payment gateways that all product groups share in common will appear.
Make certain that product groups share at least one payment gateway in common. If a client orders items from two groups that don’t have a gateway in common, no payment gateways will be available for payment.
HiddenCheck to hide the product group in the Client Area Shopping Cart product group list. The group remains accessible using the group ID in a direct link.

Group Features

You can only edit Group Features information after you save the product group for the first time.

Adding product group features allows some order form templates to display features that relate to all the products within the group.

  • To add a feature, enter the display text for it and press enter or click Add New. The system will add the feature to the bottom of the list.
  • To edit a feature, delete and recreate it.
  • To reorder features, click and drag the crosshair icon to the left of the feature label.
  • To delete a feature, click the X icon to the right of the features.

Sorting

You can sort groups using the crosshair icon to the left of the appropriate row at Configuration () > System Settings > Products/Services.

Sorting in Products/Services

You cannot move products between groups using this method.

The sort order that product groups display in here also determines which product group is the default product group in the Client Area. You can drag a product group to the top of the list to set it as the default.

For more information, see Change the Default Product Group.

Last modified: November 19, 2024