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This Wizard is currently in a test phase and is not yet available to configure and start using. |
(TP45975 2023.1903)One
of many next generation wizards. This wizard provides a simple and safe way to create a subscription, making it possible for the system administrator to add instructions to each step.
It can be enabled by BRP staff by checking “Next generation wizards” and add “Create subscription wizard” in the list “Next generation wizard options” on the role.
Settings that change the behavior of the wizard
Setting | Description |
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adultAge |
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Minimum age to be allowed to register mandate. | |
denyForeignToSignAGSubscription | If True - direct debit subscriptions will not be shown if customer has foreign ID card. |
forcePersonOrganizationUpdateOnNewSubscription | If True - always ask about connection to organization when selling membership. |
useCommission | If True - a field for commission will be shown. |
createNewSubscriptionWizardDefaultProduct | Sets the default product group for the “choose subscription” step. |
mandatoryMedgivandeOnAgSubscription | If True - RCP and direct debit mandates must be created if required by the subscription product. |
removeOrganizationOnOrganizationCustomerTypeChange | If True - 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. |
Other properties that change the wizard
Only main subscription products that have the property “Use in customer routines” wizards” will be listed in the wizard.
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Product additions of the these subscription products will be available as options regardless of if they have the “Use in wizards” property set.
Related rights
Subscription - Change price
Change facility for person and/or subscriptions
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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)
Launching the wizard
If the wizard is launched by
Pressing a subscription with the property “Use in wizards” in the product menu in the Point of Sale. When you click a subscription product without “Use in wizards” set will open the classic wizard.
Pressing the plus sign above the subscriptions to the left in the person overview.
Selecting the option to create a new subscription at the end of the wizard for creating or updating a person
Steps in the Wizard
1 - Choose subscription product
If you launched the wizard
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by
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clicking on a subscription with the property “Use in wizards” in the product menu in the Point of Sale, that product is then preselected in the wizard. If not, all subscriptions with the property “Use in customer
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routines/wizards” are available to choose.
If the customer has identification for another customer type, that can be changed, so that other prices are presented.
The products listed can be filtered by product group.
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2 - Subscription details
A summary of the selected subscriptions and additions is presented. Review with the customer.
Renew
If the main product is renewed by default, the product additions that are subscriptions will also be set as renew.
If the main product is not renewed by default, the product additions that are subscriptions will also be set as do not renew.
If the checkbox “Renew” is changed in the wizard, this will change both the main product and product additions that are subscriptions.
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3 - Payer
Add information about the payer, if it is not the same as the user.
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4 - Payment details
If the selected subscription product uses direct debit or recurring card payments, this is where you add the payment details.
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5 - Summary
Review with the customer.
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If a discount code is applied in the Point of Sale before the wizard is launched
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