Creating your first VPS/Dedicated Server Product
In order to sell something using WHMCS, a Product must be configured. In this guide, we will walk through that process.
Navigate to Setup > Products/Services > Products/Services
On this screen, choose Create a New Product from the options area.
In our example we will be creating a new VPS/Server Hosting account. To do this we will want to choose the appropriate Product Type, Product Group, and specify the Name of the new product.
In this example, we will be manually provisioning the servers, so will use the Auto Release Module.
After filling out the information, click on Continue.
The next page shown will allow the configuration of the product itself, including Product Description, Pricing, Module Settings, and many more.
We're going to select some of the basic options to get things going. In this case we will fill out the Product Description and ensure the Require Domain option is ticked (as we determined it necessary for our VPS account).
Choose your desired Welcome Email to be sent at the time of provisioning. WHMCS comes with several pre-made welcome email templates which can be customized via the Setup> Email Templates screen. For this example, we will choose the Dedicated/VPS Server Account Welcome Email.
After filling out this first tab, click on the Pricing tab to set your pricing.
On the pricing tab, we will want to set the options desired for this hosting product. For this example we will only sell this on a monthly basis.
So we will choose the Recurring option and specify our Monthly pricing information as shown. We've also chosen to charge a setup fee in this case.
Note: You can setup as many pricing options as you wish during this step.
After completing this page, continue to the Module Settings tab.
Finally on the Module Settings Page, choose the Module and fill out any of the information for the product setup.
In this example, we are using the Auto Release and chose that earlier, so it's already selected here.
Upon choosing the module, we will need to specify the actions for the Auto Release module. In our case, we wish to have a Support Ticket be automatically opened for any of the listed actions. We choose this from each of the dropdowns.
Additionally, we will select the Admin that the Ticket is Opened upon and the Department to open the tickets to.
The final option to select is the automatic setup behavior. In our case, we will choose to Automatically Setup the Product as Soon as the First Payment is Received.
Click on Save Changes - and you're all done!