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(TP45975 2023.1903)

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  • adultAge - minimum age to be allowed to register mandate

  • denyForeignToSignAGSubscription - direct debit subscriptions will not be shown if customer has foreign ID card.

  • forcePersonOrganizationUpdateOnNewSubscription - always ask about connection to organization when selling membership

  • useCommission - a field for commission will be shown

  • createNewSubscriptionWizardDefaultProduct - Sets the default product group for the filter

  • mandatoryMedgivandeOnAgSubscription - Should be true so that RCP and direct debit mandates are created if required by the subscription product

  • If 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.

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.

  • 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 pressing a subscription with the property “Use in customer routines/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.

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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.

3 - Payer

Add information about the payer, if it is not the same as the user.

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5 - Summary

Review with the customer.

Info

If a discount code is applied in the Point of Sale before the wizard is launched

  1. The wizard will still show the original (or manually changd) price, without coupon discount, for subscriptions and additional products - even if the coupon is valid for a lower price for these products.

  2. When the wizard is completed, the coupon discount will be applied for the subscription and additional products. The discounted price is visible in the Point of Sale.