Selling Contracts via WooCommerce #
What DMSI Service Management Adds
DMSI Service Management registers a custom WooCommerce product type calledservice_contract. When a customer purchases this product type, a service contract is automatically created and linked to their account. This removes the need for manual contract creation after each sale.
Creating a Service Contract Product #
- Go to Products > Add New in the WordPress admin.
- Enter a product name (for example, “10-Hour Support Block”).
- In the Product Data panel, change the product type dropdown to Service Contract.
- Click the Service Contract tab that appears in the Product Data panel.
Service Contract Product Fields #
| Field | Description |
|---|---|
| Hours Allocated | Number of service hours included in this product |
| Renewal Period | Default renewal frequency for contracts created from this product |
| SLA Template | The SLA template automatically assigned to contracts from this product |
What Happens on Order Completion #
When a WooCommerce order containing a service_contract product moves to Completed status:
- The system reads the product’s service contract settings
- A new contract is created and linked to the order’s customer
- The contract is assigned a number in SVC-YYYY-NNNNN format
- Hours are allocated based on the product’s Hours Allocated value
- The SLA template and renewal period from the product are applied
- A
contract-creatednotification is sent to the customer (if enabled)
The customer can view their new contract immediately from the customer portal.
