Pick up an online purchase (next generation wizard)
- Karl Lundkvist
- Emilia Stern
This Wizard is currently in a test phase and is not yet available to configure and start using.
This documentation will be updated when they are ready to activate.
(TP49723 / 2023.1903)
Available in Beta. This wizard can be launched from the person overview if the “Create or Update person” is enabled on role.
Settings that change the behavior of the wizard
Setting | Description |
|---|---|
useCustomerFlow | Must be enabled. |
useCollectionOfOrderItems | 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. |
useRetroactivePriceCalculationForCollectedSubscriptions | Should be enabled if the price should be changed upon pick-up in the case that the customer can’t verify the chosen customer type. |
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. |
pickUpOnlinePurchaseSetPickFacilityAndDimensions | 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 Subscription booking, an internet payment and if the property Use in wizards is enabled.
Related rights
“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
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.
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:
