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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” “Verify customer type” to the next generation wizard options.
Settings that change the behavior of the wizard
Enable the setting “Use customer flow”
Enable the setting “Use order pick up”
“Wizard - Pick up online purchase - Set pickup facility and dimension”
If enabled, the facility and dimensions of the subscription is changed to that of the pick up facility.
“maxDaysToExtendCollectedSubscriptions” Maximum number of days to extend a picked up subscription during pickup
Control how many extra days the customer gets if they pick up the purchase at a later time. For example, if the setting is set to 14 days and the customer collects his online purchase 10 days after he registered online, the customer gets 10 days credit (the subscription's "debited until" is moved forward that many days). But if the customer picks up their online purchase 20 days after registering online, they only get 14 days creditIf the setting "removeOrganizationOnOrganizationCustomerTypeChange" is enabled, the connection from a person to an organization is removed if the customer type is changed from the organization customer type to a different customer type.
Related rights
“Invoice” is required for creating an invoice in the payment step
Any more?
Message templates (used for instructions)
Wizard - Pick up online purchase Verify Customer Type - Step 1 (Products)Verify Customer Type
Wizard - Pick up online purchase Verify Customer Type - Step 2 (Payment)Summary
Templates can be found in the “Wizards” category in Configuration > Settings > Messages
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<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
If the setting for “order pick-up” is enabled only, the pick up checkbox appears on the sov (Backoffice > Booking > Bookings ).
TODO: Image of the “pick up” alert on the person overview
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.
TODO: Image of how you select to continue with the pick up wizard after the update person wizard
1 - Select products
The subscription bought online is pre-selected. The user will be able to select additional frozen subscriptions that they pay for or use.
Unfreeze day field: Let the user select the end date for the freeze.
If the selected subscription has a freeze rule which has the properties minimum and maximum length of a freeze configured, then the wizard will validate whether the chosen end date matches the freeze length of the rule. The user will not be able to proceed to the next step, if there was a violation of the rule, unless they chose to override the freeze rule.
2 - Payment
This step is enabled if there is payment to be made when unfreezing the chosen subscriptions.
The choices are,
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Pay in point of sale (an active Point of Sale unit is required)
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Create invoice (the right “Invoice” is required)
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1 - Verify customer type
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2 - Summary
Inform the customer about the price of their recurring subscription payment, which may have changed with the customer type.
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