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(TP45975 2023.1903)

One of many next generation wizards. 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

  • 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

Other properties that change the wizard

  • Only main subscription products that have the property “Use in customer routines” will be listed in the wizard.

  • Product additions of the these subscription products will be available as options

Related rights

  • Subscription - Change price

  • Change facility for person and/or subscriptions

Message templates (used for instructions)

  • "Wizard - Create subscription - Step 1 Choose subscription product"

  • "Wizard - Create subscription - Step 2 Subscription details"

  • "Wizard - Create subscription - Step 3 Payer"

  • "Wizard - Create subscription - Step 4 Payment details"

  • "Wizard - Create subscription - Step 5 Summary"

Templates can be found in the “Wizards” category in Configuration > Settings > Messages

Some HTML tags can be used in the message templates

  • <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

1 - Choose subscription product

If the wizard is launched by pressing a subscription in the product menu in the Point of Sale, that product is preselected in the wizard. If not, all subscriptions with the property “Use in customer routines” are available.

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.

2 - Subscription details

A summary of the selected subscriptions and additions is presented. Review with the customer.

3 - Payer

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

4 - Payment details

If the selected subscription product uses direct debit or recurring card payments, this is where you add the payment details.

5 - Summary

Review with the customer.

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