Pick up an online purchase (next generation wizard)

Owned by Karl Lundkvist
Last updated: Nov 28, 2023
4 min read

(TP49723 / 2023.1903)

Available in Beta. This wizard can be launched from the person overview if the “New subscription wizard” is enabled on role.

Settings that change the behavior of the wizard

  • Enable the setting “Use customer flow”

  • Enable the setting “useCollectionOfOrderItems” / Use order pick-up

    • This setting is only used to allow the users to view whether a subscription has been picked up or not. “Picked up” check box in Booking > Bookings is only visible if this setting is enabled.

  • Use retroactive price calculation for picked up wizards “useRetroactivePriceCalculationForCollectedSubscriptions”

    • Only if this setting, Use retroactive price calculation for picked up wizards is enabled, the customer would have to pay a fee, otherwise even if  the customer can’t verify a specific customer type at the facility of pick up, there will be no fee. 

  • “maxDaysForSubscriptionToBePickedUp” Maximum number of days after which a subscription purchased online can be picked up in the wizard (default 14)

  • “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 credit. Number of days is zero by default.

  • “Wizard - Pick up online purchase - Set pickup facility and dimension”

    • If enabled (default true), the facility and dimensions of the subscription is changed to that of the pick up facility.

Products that are picked up at the facility

An item is identified as an item that needs to be picked up only if it is a Product booking / Subscription booking, an internet payment and if the setting Use simplified customer routines is enabled.

  • “Invoice” is required for creating an invoice in the payment step

Message templates (used for instructions)

  • Wizard - Pick up online purchase - Step 1 (Products)

  • Wizard - Pick up online purchase - Step 2 (Payment)

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

Only create a custom message template if you wish to override the default template.

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

A subscription will be available for pickup if

  • The purchase is made online

  • “useCustomerFlow” is enabled

Launch the wizard by clicking anywhere on this notification.

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.

 

After verifying the customer type and personal information, choose to Pick up an online purchase.

 

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,

  • Pay in point of sale (an active Point of Sale unit is required)

  • Create invoice (the right “Invoice” is required)

  • Open in order panel (so that you can add services or classes to the order before paying)

 

When the subscription is picked up

This checkbox (which is only visible if the setting “useCollectionOfOrderItems” is active) on the subscription booking will be checked: