Preorders

(TP58946 “Preorders in BRP Cloud”)

Documentation for the feature in BRP online (Swedish)

Visa/skapa/importera förbeställningar

Utnyttja avtal/förbeställning som befintlig kund

Purpose

Configuration

Settings:

On organization:

Enable “Allow preorders” under the finance tab on organization sov.

Manage preorders

Are done from the Pre-orders tab on the organization sov.

In the list are all preorders for that organization.

There are two ways to create preorders:

1) Manually create them in the gui.

Click the Add pre-order button and fill on the form.

There are three actions in the dialog:

Close: Closes the dialog and sends notifications for all created preorders.

Add: Creates the preorder, closes the dialog and sends notifications for all created preorders.

Add & New: Creates the preorder and resets the form for creating a new preorder.

2) Importing a file

Click the Import preorders button, choose a product and import the file. The file is a csv file (more info about the file can be found here: Visa/skapa/importera förbeställningar )

Deleting preorders

Are only allowed by the organizations customer responsible

Which products can be choosen as preorder products?

The product has to:

• Be a subscription product

• Have a price for the same pricelist the organization has configured. If none then a default price is expected.

• Be available in the same facility the user is currently logged in at.

• Be configured to be used by the new wizards.

• Not be a product addition.

• Not require autogiro

Pick up a preorder

To use a preorder, go to the person sov for the person that should pick up the preorder.

Click the “Use business agreement/pre-order”-button at the bottom of the sov. The button is available if:

• The person is connected to an organization that has preorders enabled.

• The setting activateOrgPreordersFunctionality is enabled

• There is a register unit connected

• The sov is not opened as a dialog (for instance when opening a person sov in POS)

If the connected organization does not have a customer responsible the user will get an error message regarding that.

Also if the person already has an active subscription, see convertToOrganizationCustomerNumMonthLeftLimit

Choose a preorder

When the button is clicked the user should then select the preorder to use/pick up. The listed preorders are preorders that:

1. Belong to the connected organization, are still valid and match the person on either:

   1. personnumber

   2. name (first name and last name)

   3. birthdate

   4. email

If there is no match from 1 above all valid preorders for that organization will be listed.

Use the preorder

Click next when the correct preorder has been found. The choose customer type flow will start with organization customer type pre-selected. When clicking next the subscription flow will start with the selected preorder-product pre-selected at the top. When the flow finishes the preorder will be marked as consumed.