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| [[File:Streamcreed6.jpg|800px]] | | [[File:Streamcreed6.jpg|800px]] |
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| + | === How to Configure === |
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| + | 9. In order to create and configure a product, go to 'System Settings' → 'Products/Services'. |
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| + | 10. Click "Create New Group" and click save. |
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| + | 11. Click "Create a New Product". |
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| + | [[File:Xtreamui7.png|800px]] |
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| + | 12. Fill in the above information. Make sure you select "XtreamResell" as the module. Click Continue. |
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| + | [[File:Step8.jpg|800px]] |
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| + | 13. Fill in product Description. You can leave Welcome email as the default. We will setup a Email template later and you can come back and change the Welcome Email. Click continue. |
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| + | [[File:Step9.jpg|800px]] |
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| + | 14. If the product is for a free trial you would use the above settings. "Auto Terminate/Fixed Term" is the number of days to auto terminate the product. If its a 24 hour trial you would set that to 1 and 2 for 48 hours. Leave that as 0 for Paid Subscriptions. |
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| + | [[File:step10.jpg|800px]] |
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| + | 15. For Paid subscriptions you would use something similar to the above. Select "Recurring". The customer would then receive Recurring invoices on a Monthly, Quarterly etc, etc period. Set your pricing. Make sure "Auto Terminate/Fixed Term" is set to 0. Click save changes. |
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| + | 16. Fill in the below information. make sure you add a / of the end of your url's. If you are setting up a trial and wish to select all trial products from the panel select "trial_username". Click save. Your Trial products will now show in the drop down boxes |
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| + | [[File:Xtreamui8.png|800px]] |
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| + | 17. Note for "trial_username" I have selected the contents of the "Trial_ID" drop down box. If its a trial you must select that drop down box. |
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| + | [[File:step15.jpg|800px]] |
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| + | 19. If you don't want the user to choose their own username or password you can check these boxes. This will generate a "Numeric" username and password. We did this because people find it easier to read numbers then complex randomly generated alpha, numeric ones. |
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| + | [[File:step14.jpg|800px]] |
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| + | 20. Because this is a free trial we select "Automatically setup the product as soon as an order is placed" and click save. |
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| + | [[File:Xtreamui9.png|800px]] |
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| + | 21. For Paid Subscriptions. We select "official_username" for "Line Type". We then select products from the drop down boxes. NOTE: in the previous tab where you added your prices they should match. i.e If you only set Monthly pricing then you will only setup Monthly here. |
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| + | [[File:step17.jpg|800px]] |
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| + | 21. Because this is a paid subscription we set "Automatically setup the product as soon as the first payment is received". So once whmcs receives payment it will automatically setup the user. |
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| + | [[File:step18.jpg|800px]] |
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| + | 22. In the next tab "Custom Fields". in the field "Field Name" enter "Username" NOTE: Its starts with a capital U. If the line is for a mac you would enter "MAC" here. NOTE: All in capitals.(if you are setting up a mac in the previous step you would select "official_mac or trial_mac from the "line Type" drop down box. |
| + | If you want the user to choose their own username you would check all three boxes. "Required Field" "Show on Order Form" "Show on Invoice". |
| + | If you selected "Random Username" in the previous section you will only check. "Required Field" "Show on Invoice" |
| + | If you want to use the password generated by XUI make sure in the previous section you have not checked "Random Username" and select "Required Field" "Show on Invoice" here. |
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| + | 23. Click "save" your product has now been setup. |