Billing / Config Options

A configurable option is an option that can be associated with a product and which is configurable by a client when ordering the product. For example, asking a Client if he requires a cPanel license or an extra IP address for an instance or additional information, can be done using Configurable Options

The Config. options page lists all configurable options available, that can be associated with products.

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Option types

The following option types are available:

  • Dropdown

    • shows a predefined list of options with or without an associated price

    • only one option can be selected

  • Radio

    • shows all options as an HTML radio group

    • only one option can be selected

  • Yes/No

    • shows a checkbox that when checked means yes and not checked means no

  • Quantity input

    • shows an input of type number, allowing the client to specify a number

    • price is calculated, if defined, based on the number entered

  • Text input

    • shows an input of type text

    • does not have any price associated

A status can be configured for an option in order to control it’s availability further:

  • public will make the option visible for the associate products if all the other conditions are met (see below)

  • private will only allow staff members to associate an option with a product prior to setup

  • retired helps by keeping old selected options associated without the ability to use them for new services

An option can also be marked as Required forcing a client to specify a value for that option when asked. For Quantity input types, there are also additional validation fields that allow setting of a minimum, maximum and step size for the quantity.

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Option billing cycles

A billing cycle for a configurable option determines the way the option is billed based on it’s value.

The billing cycle requires the following configuration:

  • Cycle: select between One Time, Hour, Month, Year

  • Cycle multiplier: enter a number. For example selecting Month and entering 3 as multiplier means every 3 months.

  • Currency: select the currency the prices will be expressed in. Do note that options only appear for products that have the prices in the same currencies.

  • Price: the price for the selected period in the selected currency for the selected option

  • Setup fee: cost of setup if required. Leave zero for no cost.

  • Auto calculate prices: only available when a non default currency is selected, if prices for the default currency are already defined

    • the prices will be calculated automatically based on the prices for the default currency and the exchange rate

Option choices

For Dropdown and Radio, choices will need to be defined and each choice will need to have billing cycles defined. Each choice has a Label and a Value. The label has display purposes only and will appear on invoices and shopping cart while the value is used for billing and setup. Once a choice is added, billing cycles can be created and prices defined for that choice.

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Option association with products

To associate a configurable option with a product, go to the product details at the CONFIGURABLE OPTIONS tab:

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Select one of the available options and click the associate button. Please note the Product cycles match column that indicates whether all the product billing cycles are also available for the configurable option. Not having all the billing cycles matched may not allow this option to be selected all the time by a client when ordering the product.

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Once completed, this option can be selected when ordering a new product

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