Customer and Credit Management Plugin Activation

Customer and Credit Management Plugin Activation

Introduction

Plugins are small, but effective software modules that seamlessly integrate with your Tagrain Edition and contain features that extend the functionality offered by your base Tagrain Edition. You can activate a plugin from the Purchase Subscription screen. You can approach this screen from the Plugins screen or the Manage Account section. Please refer to the article on Subscription Management which explains in detail the journey and the process to activate the plugins. 
Customer and Credit Management plugin when subscribed to and activated allows you to define and manage credit limits of your customers and create additional payment types like On Account and Store Credit

Steps To Activate The Customer and Credit Management Plugin

You can subscribe to and activate the Customer and Credit Management plugin from the Purchase Subscription screen. There are multiple ways you can approach this screen. 

From the Plugins Screen  

You can follow the steps below to activate Customer and Credit Management plugin from the Plugins screen:

Navigate to Home > plugins to open the plugins Grid View screen. This screen is divided into the following sections – 

All
This section of the Plugin Grid View screen displays all the Plugins, irrespective of the fact whether they are active or not.

Active
This section of the Plugin Grid View screen displays the Plugins that the user has already subscribed to and are active.

In-Active
This section of the Plugin Grid View screen displays the Plugins that the user is yet to subscribe to and are not active.

Recommended
This section of the Plugin Grid View screen displays the Plugins that when subscribed may prove useful to the user in upscaling his business.

Integrations
This section of the Plugin Grid View screen displays all the third-party Plugins that can be seamlessly integrated with Tagrain.


Click the Activate button on the Customer and Credit Management plugin tile tto open the Activation Popup screen. This screen will give you two choices:

OK And Continue Selecting
Click this button if you wish to add more plugins to your existing Tagrain edition.

Review And Checkout
Click this button if you wish to add this single plugin to your existing Tagrain edition.


To keep things simple and easy to understand, we have assumed that you are activating only the Customer and Credit Management plugin at this time. 

Click the Review & Checkout button to proceed to the Purchase Subscription page. This page will show you the plan you are subscribed to along with the number of Stores and POS available.  

Navigate to the Choose Your Subscription section. You should see your plugin ticked / selected for activation.

When you approach the Purchase Subscription page from the Plugins screen, you will see that your plugin is pre-selected (ticked) for activation. 


Review your order summary and click on the Confirm & Pay button in the Cart Detail section to proceed with activation.

Plugins can also be activated using the More Details button on the tile. Clicking the More Details button opens a popup screen. 

Left Pane - More Details Popup Screen

The left pane of the popup screen has the following sections:

Description
Displays a description of what the plugin has to offer

FAQs
Displays the frequently asked questions pertaining to the plugin

Screenshots
Displays the screenshots from the application highlighting a plugin feature

Right Pane - More Details Popup Screen

In the right pane, you should see the following:
-- Plugin Name
-- Plugin Price (Monthly and Annual)
-- Activate button 

Click the Activate button, to open the Activation Popup screen.

Click the Review & Checkout button to proceed to the Purchase Subscription page. 

Navigate to the Choose Your Subscription section. You should see your plugin ticked / selected for activation.

Review your order summary and click on the Confirm & Pay button in the Cart Detail section to proceed with activation. 

From the Manage Account Section

You can follow the steps below to activate a plugin from the Manage Account section:

Navigate to the admin section in the top right corner of the screen and click Manage Account. On the Subscription screen that opens, click the Upgrade button to reach the Purchase Subscription page. Navigate to the Choose Your Subscription section on the Purchase Subscription page. 

This page will show you the plan you are subscribed to along with the number of Stores and POS available. You can increase or decrease your Store / POS count. Increasing the POS count will have an impact on your subscription. See: Tagrain Pricing 

You simply need to put a tick against the activation check box on the plugin Tile to mark the plugin as Active.

When you approach the Purchase Subscription page from the Manage Account section, you will have to manually put a tick against the activation check box on the plugin tile to mark the plugin as Active.


Review your order summary and click on the Confirm & Pay button in the Cart Detail section.  to proceed to the Review Subscription screen. Click the Pay button on the Review Subscription screen to proceed with the payment. with activation.

Purchase Subscription Screen Explained

The Purchase Subscription Screen is divided into the following sections – 

Choose Your Subscription
This tab lists the plugins that are available for you to activate and include in your subscription. The plugins that you select for activation are added to the Order Summary tab. If you are here from the Plugins page, your plugin will already be selected for activation. If you are here directly from the Manage Account section, you will have to manually select your plugin for activation. You also have the option to select additional plugins for activation. The effect on pricing due to the updated list of plugins can be seen under New Subscription in Cart Details.

Already Active
This tab lists all the plugins that are currently active in your subscription. You have the option to select these plugins for deactivation. 

Order Summary tab
This section lists all the plugins that have been selected for activation or deactivation. 
Number of stores considered for the New Subscription pricing is mentioned below every plugin that has been selected for activation

Cart Details
The selected plugin will get added to the New Subscription section of the cart details. 
Click here to know more about how plugins affect your subscription amount.

Amount Payable
The amount payable NOW  is calculated based on the number of days from the plugin activation date(today) to the next billing date of your Tagrain subscription. This means that if you activate a plugin somewhere in between your billing cycle, the application will prorate the “amount payable now” from today to the start of the next billing cycle. 

Please note that the number of stores in your setup affects the overall plugin pricing. 
This is explained with an example below. 
Let's say your setup has 2 stores and 2 POS
You are on an Annual Billing Cycle 1st Jan - 31st Dec
On 5th April You want to activate a plugin whose annual price per store is $5.99
The prorated amount for this plugin for two stores will be:
(Total plugin price / 365) X number of days left to you next billing date

The total plugin price will be 2 X 5.99 X 12 = 143.76 (because there are 2 stores)
Number of days left till the end of the billing cycle will be 31st Dec - 5th Apr = 271 (both days included)
The amount you need to Pay Now will be (143.76 / 365) X 271 = 106.74

Plugins in Tagrain are either Subscription Based or License Based. So the price that you pay for your plugins is based on the number of POS terminals that you have in your setup and the number of licences that you have acquired.
The subscription fee for Tagrain and its plugins is non-refundable. A plugin once purchased and activated, shall not be refunded. You may, however, choose to deactivate the plugin if you no longer want to use it. Upon deactivation, all the features and functionality added to the application upon plugin activation are removed. However, the application retains all the data pertaining to the plugin till the end of your current billing cycle. At the start of the next billing cycle, this data is purged from the application, the only exception being the Payment Processor plugins. The data pertaining to these plugins is primarily associated with the reference numbers and auth numbers for the credit card transactions done when the plugin was active, and therefore is retained for reporting purposes and is never deleted.
You can always reactivate the plugin without incurring additional charges during its subscription cycle. There will be no change in your subscription amount in the current billing cycle if you are only deactivating the plugin AND not updating your Store / POS count. 

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