| Note |
|---|
This Wizard is currently in a test phase and is not yet available to configure and start using. |
(TP49723 / 2023.1903)
Available in Beta. This wizard , which is available in Beta, can be enabled by BRP staff for a specific role by enabling “Next generation wizard”on a role and adding “Unfreeze subscription” to the next generation wizard optionslaunched from the person overview if the “New subscription wizard” is enabled on role.
Settings that change the behavior of the wizard
minSubscriptionFreezePeriod: If set, will be used to validate against the freeze end date that the user selects from the wizard. If the subscription also has a freeze rule with minimum freeze length set, then the lowest amount of the two will be used for validation.
Related rights
...
“Subscription - Override subscription freeze rules” lets users unfreeze subscriptions that would otherwise violate its freeze rule.
...
Setting | Description |
|---|---|
useCustomerFlow | Must be enabled. |
useCollectionOfOrderItems | This setting is only used to allow the users to view whether a subscription has been picked up or not. “Picked up” check box in Booking > Bookings is only visible if this setting is enabled. |
useRetroactivePriceCalculationForCollectedSubscriptions | Should be enabled if the price should be changed upon pick-up in the case that the customer can’t verify the chosen customer type. |
maxDaysForSubscriptionToBePickedUp | Maximum number of days after which a subscription purchased online can be picked up in the wizard (default 14) |
maxDaysToExtendCollectedSubscriptions | Maximum number of days to extend a picked up subscription during pickup. |
pickUpOnlinePurchaseSetPickFacilityAndDimensions | If enabled (default true), the facility and dimensions of the subscription is changed to that of the pick up facility. |
Products that are picked up at the facility
An item is identified as an item that needs to be picked up only if it is a Product booking / Subscription booking, an internet payment and if the property Use in wizards is enabled.
Related rights
“Invoice” is required for creating an invoice in the payment step
Message templates (used for instructions)
Unfreeze subscription Wizard - Pick up online purchase - Step 1 Select subscriptionUnfreeze subscription (Products)
Wizard - Pick up online purchase - Step 2 PaymentUnfreeze subscription - Step 3 Confirmation(Payment)
Templates can be found in the “Wizards” category in Configuration > Settings > Messages
...
<br> for a new line
<ul> for an unordered list item (bullet without number)
<li> for an ordered list item (bullet with number)
Steps in the Wizard
A subscription will be available for pickup if
The purchase is made online
“useCustomerFlow” is enabled
...
0 - Update information about the customer
When the wizard is launched by clicking the alert on the person overview, the create and update person wizard is first launched so that you can verify the personal information, the, customer type, take a photo and hand out a member card. You can then proceed with the steps for picking up the online order.
1 - Select
...
products
The subscription which launched the wizard will be bought online is pre-selected. The user will be able to select additional frozen subscriptions that they pay for or use.
...
Pay in point of sale (an active Point of Sale unit is required)
Create invoice (the right “Invoice” is required)
Open in order panel (so that you can add services or classes to the order before paying)
3 - Summary
...
When the subscription is picked up
This checkbox (which is only visible if the setting “useCollectionOfOrderItems” is active) on the subscription booking will be checked:
...