Create subscription (next generation wizard)

(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

• 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

Other properties that change the wizard

• Only main subscription products that have the property “Use in 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

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)

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 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 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.

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.

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.