Catalogue: currencies, products, options, add-ons, bundles, promotions and domain pricing

The catalogue is everything you sell and the prices you sell it at. It lives under the Settings gear: Currencies (and exchange rates) under Payments, and Products/Services, Configurable Options, Product Add-ons, Product Bundles and Domain Pricing under Products and Services, with Promotions back under Payments. Every price in CoreInto is a row for one thing, one currency and one billing term; where there is no row, that term is not offered in that currency. This chapter goes through each page, every field on it, and what each choice does in the store and on invoices. The store itself, the cart and what happens when an order is placed are in Orders; invoices and payments are in Billing.

How prices work

• A product, add-on or configurable option choice has a price table: one row per currency and per billing term, each with a setup fee and a price. Terms are Monthly, Quarterly, Semi-annually, Annually, Biennially and Triennially for recurring items, or a single "One payment" term for one-off items.
• A domain extension has prices per year (1 to 10 years, or only the years you allow) for registering, transferring and renewing, in each currency.
• Domain extras (DNS management, email forwarding, ID protection) have one yearly price per currency.
• A box left empty, or a term left unticked, means "not offered". The store only shows terms that have a price in the visitor's currency, and a product with no price at all in that currency is not listed.
• Amounts are kept exactly (two decimal places); nothing is ever rounded with floating point.
• Things in use are never deleted: a product with services is retired, an add-on on a client's account is retired, an option choice a service uses is hidden, an extension with domains stays.

Settings > Currencies

Prices are set in each currency. The first currency (chosen at installation) is the default. Every other currency has a rate: how many of that currency make one unit of the default currency (for example, if the default is USD and 1 USD = 280.5 PKR, the rate of PKR is 280.5). Rates are used to work out prices in other currencies and to total income across currencies.

The currency table

Each row can be edited in place and saved with its own Save button.

Buttons on a row:

• Save: saves that row.
• Make Default: shown on non-default currencies, and only while no invoice exists yet. The chosen currency becomes the default and every other rate is restated against it. Once invoices exist the default cannot change.
• Delete: shown on a currency that is not the default and that no client and no invoice uses. Deleting a currency deletes its prices too.

Add a currency with the "Add a currency" form (code, before, after, format, rate).

Exchange rates

The Currencies card says whether automatic updates (twice a day) are on, with the time of the last update and of the next one, and has a button to turn them on or off. The Exchange rates card and has the button "Update Rates Now". The button fetches today's rates for every non-default currency from open.er-api.com against the default currency, writes them to the table, and tells you which rates changed. If "Recalculate prices in other currencies" is on, it then recalculates every stored price in the other currencies from the default currency's prices (see below).

The automation does the same every day in the task exchange-rates when the setting is on. The two settings are on Settings > Automation Settings, tab Currency:

The task needs cURL on the server. If the rate service cannot be reached, the button shows why and nothing changes.

Currency by country

This card appears when you have more than one currency. It lets clients in your own country pay in your local currency while clients everywhere else pay in another currency (for example, Pakistani clients pay in PKR and everyone else pays in USD). It applies to everything sold: products, add-ons, domains and domain extras.

Rules:

• To charge other countries in another currency you must choose a home country, and the world currency must differ from the local one; otherwise the page refuses the change.
• A client's currency is set once, when they sign up or order for the first time, and stays with them. Existing clients keep their currency when you change these settings. Staff adding a client can choose "Automatic, by country" to apply the same rule, and the API does the same when it creates clients.
• Visitors who are not signed in see the store in the currency of their country. CoreInto works out the country from the "Prices for" switch in the store if they used it, else from where their connection comes from (Cloudflare's header when the site is behind Cloudflare, otherwise the lookup service chosen by "Find a visitor's country from their address" in General Settings, Localisation), else from the default country. The switch itself is described in Orders.
• A signed-in client sees and pays in their account's currency. While currencies follow the country and the account has not been billed yet (no invoice, no transaction, no credit), that currency follows the country on the account: a client who moves their country on Account Details, or whose profile staff change, is moved to the currency for the new country. After the first invoice the currency stays, whatever the country.
• At checkout, if a new client's country means another currency than the cart was priced in, the order is not placed; the checkout shows the prices in the right currency and asks the client to place the order again.

Domain extensions have no separate "international" price list. A client in the home country pays the extension's prices in the local currency; everyone else pays its prices in the world currency, so the two price lists per extension are the two currencies. The extension's page points this out and links back here.

Fill prices from exchange rates

Also shown when you have more than one currency. Use it when you have priced everything in one currency and want the other currencies filled in at today's rates, for the parts of the catalogue you choose.

Terms the source currency does not offer are left as they are. Rates are stated against the default currency, so a conversion from one non-default currency to another goes through the default. The result message says how many price lists were filled. Nothing outside the chosen scopes changes.

Settings > Products/Services

Products are listed in groups. The page shows each group with its products: name, type, the "From" price (the cheapest term in the default currency, or "no price"), stock and the number of services using the product. Badges mark hidden, retired and featured products. Buttons: Add Group, Add Product, and per group Edit Group and Add Product Here.

Permissions: settings.products to see the page, settings.product_groups for groups, settings.products_create, settings.products_edit and settings.products_delete for products.

Product groups

A group is a page in the store at /store/{name-in-the-address}, for example /store/shared-hosting.

Buttons: Save, Cancel, Duplicate Group (makes a hidden copy with the same features; products are not copied), Delete Group (only when the group holds no products; move or delete them first).

Adding a product

Add Product asks for the group, the type and the name, then opens the full form. A new product is hidden until you untick "Hidden". Types: Shared hosting, Reseller hosting, VPS or server, Software licence, Other. The type sets the defaults: shared and reseller products ask for a domain when ordered, and the welcome email is hosting_welcome for shared and reseller, server_welcome for servers, license_welcome for software licences and service_welcome for other. A software licence is set up with the Licensing module and asks for no domain (see Licensing); a software seller's Add Product offers that type first. The admin Services menu lists them under Software Licences.

The product form

The form has seven tabs. Save Changes saves all of them at once. Duplicate (needs settings.products_create) makes a hidden copy with the prices, option groups, upgrade targets, recommendations and custom fields; Delete (needs settings.products_delete) deletes a product that no service uses; if services use it you are told to retire it instead.

Details

Pricing

Everything that decides what is charged and when, in this order:

A product that is not free needs at least one price in the default currency.

Setup

The settings "Random usernames for new services", "No fraud check for clients with an active order" and "Automatic setup only for clients with an active order" exist on the Ordering tab of General Settings but are not yet used by the code.

Options and upgrades

Four cards of tick boxes: Configurable option groups (each with its number of options and an edit link), Add-ons offered with this product, Upgrades and downgrades (the products this one may move to, grouped by product group, with whether the billing term and the options may change and the upgrade email), and Recommend with this product (cross-sells shown in the cart).

Free domain

In the cart the domain line shows "free with hosting" and costs nothing when the product's term and the domain's extension both match. The setting "A free domain renews free only while its product is active" (General Settings, Domains) belongs to the renewal side.

Other

Links

Shown once the product is saved: the address of the product's order page, one address per offered term with ?term= filled in, an address with ?domain=example.com to prefill a domain, and the address of the whole group. Use them on your website or in emails.

Custom fields

Below the form, "Manage Custom Fields" opens Settings > Custom Client Fields scoped to this product (/settings/custom-fields?product=ID). These are questions asked when the product is ordered, such as a preferred username. Each field has a name, a type (Text, Link, Password, Dropdown, Tick box, Text area), help text (also shown when the pattern fails), an optional pattern the value must match, choices for a dropdown, an order, and the switches Required, Staff only (clients do not see it; a staff-only field cannot be required), Ask at sign-up and checkout (the field appears on the order page) and Print on invoices. Answers are stored with the service when the order is placed. Deleting a field deletes every stored answer.

Settings > Configurable Options

Configurable options are choices clients make when ordering, each with its own price: extra memory, more IP addresses, an operating system, a control panel licence. They are organised in option groups; a group is attached to one or more products.

Permission: settings.config_options.

Option groups

The group page lists its options (name, type, number of choices, order) with Add Option. Delete Group is refused while any service uses one of its options; hide the options instead.

An option

Choices and prices

Each choice is a block with a name, an order, Hidden and (for saved choices) Remove, followed by a price table like a product's (setup fee and price per currency and term, with "One payment" as well as the recurring terms, since one-payment products use it). The last, empty block adds a new choice; save to get another.

• A dropdown or radio option has as many choices as you like. When the client picks nothing, the first visible choice applies.
• A yes/no option has exactly one choice: its price when ticked.
• A quantity option has exactly one choice: its price per unit. The cart multiplies it by the quantity.
• The price added to the product is the choice's price for the product's billing term; a choice without a price for that term adds nothing.
• Removing a choice a service uses hides it instead of deleting it.
• "Work out the other currencies from (default) at today's rates when saving" applies to every choice on the page.

Delete Option is refused while a service uses it; hide it instead.

Settings > Product Add-ons

Add-ons are extras sold with a product and billed alongside it, such as SSL certificates, backups or extra IP addresses. The list shows each add-on's payment type, how many products it can be added to and how many clients have it.

Permission: settings.addons.

In the cart a recurring add-on takes the same billing term as its product when it has a price for that term; otherwise its first priced term. A one-payment add-on uses its one-payment price.

Below the form, "Manage Custom Fields" (/settings/custom-fields?addon=ID) defines fields kept with each add-on a client has, such as a licence key or a setting, with the same field form as products. Nothing fills these fields in yet: they can be defined, but no page asks for or shows their values.

Delete Add-on is refused while clients have it; retire it instead.

Settings > Product Bundles

A bundle sells several products together at set terms and prices through one link. The list shows each bundle's items, uses (and the limit) and validity dates; a bundle past its end date is marked "ended".

Permission: settings.bundles.

A bundle needs a name and at least one product.

Settings > Promotions

Promotion codes give a discount in the cart. The list has two tabs, Current and "Ended or used up", and shows each code's discount, whether it repeats, uses and end date. Orders that used a deleted code keep their discount.

Permissions: settings.promotions to see, settings.promotions_edit to add and change, settings.promotions_delete to delete.

How the discount is worked out on a matching line: Percentage off takes the percentage of the first payment including the setup fee (and of the renewal when it repeats); Fixed amount off takes that amount, never more than the line; Price override makes the line cost the set amount; Free setup removes the setup fee. The discount appears as a separate negative line on the invoice ("Promotion CODE: item"). The cart tells the client why a code cannot be used (not valid yet, expired, used up, new or existing clients only, already used, needs something else in the order, or applies to nothing in the cart). Each use counts when the order is placed.

Settings > Domain Pricing

Domain Pricing holds the extensions (TLDs) you sell, how each is registered, its registry rules, and its prices per year. The list shows each extension's register, transfer and renew price for its shortest term in the default currency, who registers it, its rules (documents needed, staff task, allowed years) and how many domains clients have with it.

Permission: settings.domain_pricing.

Adding extensions

The page has the extension table on the left and two cards on the right. In the table the Order column has a grip and up/down arrows: the order here is the order clients see in the domain search, the price table and the home page (drag rows, or use the arrows). The Premium Domains card turns premium names on with a markup percentage: when a registrar module reports a premium price for a name, the client is offered it at that price plus the markup; with the switch off, premium names count as taken. The Lookup Provider card says how availability is checked today (the registrar module, or the WHOIS/RDAP lookup) with a link to the Domains tab of General Settings.

Type extensions separated by spaces or commas (.com .net .org .co.uk) and press Add. The leading dot is optional; international extensions are converted to punycode. Extensions already set up are skipped. Set the prices next.

An extension

The extension itself cannot be renamed. The form has these fields:

Prices

Under "Prices" there is one table per currency with a row for Register, Transfer and Renew and a column per allowed year. Leave a box empty where that term is not offered. "Work out the other currencies from (default) at today's rates when saving" converts the default currency's prices into the others.

Buttons: Save Changes, Back, "Copy to a new extension" (type the new extension and press Duplicate: the new extension gets this one's settings and all its prices) and Delete Extension (shown only when no client has a domain with it).

Presets from a registrar module

When a registrar module is set up under Settings > Domain Registrars, its page can list "Extensions with their registry rules": the extensions the module knows, each with its home country, years, automatic registration and documents rule. Tick the ones to sell and press "Use the ticked extensions". New extensions are added pointing at that registrar with those rules; existing ones are pointed at it and given the rules, keeping their prices. Then set the prices here. The PKNIC module brings the .pk extensions this way.

Domain extras (price per year)

At the bottom of the Domain Pricing page, "Domain extras" sets one yearly price per currency for DNS management, Email forwarding and ID protection. 0.00 means free; empty means not offered. Each extension chooses which of the three it supports. In the cart an extra costs its yearly price times the years of the registration and renews with the domain.