Setting Up Your First Product

From WHMCS Documentation

When you configure a new product on your WHMCS system, it appears automatically in the order form (unless you choose to hide it).

You can also view this video tutorial on how to set up a product:

Watch the video tutorial for this feature

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 () > 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:

  1. Click Create a New Group.
  2. Enter a name for the group. Products are organized by groups on the order form.
  3. Enter a Product Group Headline and Product Group Tagline.
  4. Select an Order Form Template.
  5. Check the boxes for the Available Payment Gateways that you want to use.
  6. 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.
  7. Click Save Changes.

Create a Product

To create a new product:

  1. Click Create a New Product.
  2. Choose a Product Type.
  3. Choose the Product Group that you just selected.
  4. Enter a Product Name.
  5. Select a Module. For example, for hosting plans hosted on a Plesk server, select Plesk.
  6. 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.
  7. Click Continue and then configure the tabs on the page that appears.
  8. After you configure the additional tabs, click Save Changes.

Available Tabs
The sections below only detail some of the tabs and settings that are available. For a full list of settings, see Products/Services.

Details Tab

Product 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 customise them or create your own.

For descriptions of the other settings in this tab, see Products/Services.

Pricing Tab

Product 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/Services.

Module Settings Tab

Product Pricing Tab

You may want to 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.
    • 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.