Customer and Credit Management Plugin Deactivation
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. If for some reason, you no longer require a plugin, Tagrain makes it simple by allowing you to deactivate the plugin. However, upon deactivation:
All the features and functionality added that were added to the application upon plugin activation will be removed.
The data pertaining to this plugin is retained 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 where the plugin data is primarily associated with the reference numbers and auth numbers for the credit card transactions done.
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.
Steps To Deactivate A Plugin
You can deactivate / unsubscribe a plugin from the Purchase Subscription screen. You can approach this screen either from the Plugins screen or from the Manage Accounts section.
The process of deactivating a plugin remains the same for all the plugins except the following plugins
-- Clover Connect Payment Processor Plugin
-- Elavon Payment Processor Plugin
-- Moneris Payment Processor Plugin
-- Multiple Units of Measure Plugin
-- Hospitality for Quick Serve and Fine Dining Plugin
From the Plugins Screen
Navigate to Home > plugins to open the plugins Grid View Screen. This screen is divided into the following five 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 Deactivate button on the Customer and Credit Management plugin tile to open the deactivation pop up screen. This screen will give you two choices:
OK And Continue Selecting
Click this button if you wish to remove more plugins from your existing Tagrain edition.
Review And Checkout
Click this button if you wish to remove only this plugin from your existing Tagrain edition.
To keep things simple and easy to understand, we are deactivating only the Customer and Credit Management plugin 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 selected for deactivation.
When you approach the Purchase Subscription page from the Plugins screen, you will see that your plugin is pre-selected (un-ticked) for deactivation.
Review your order summary and click on the Confirm & Pay button in the Cart Detail section to proceed with deactivation.
You can also deactivate a plugin by clicking the More Details button on the tile and following the review and check out process.
Clicking the More Details button, opens a pop up screen.
Left Pane More Details Popup Screen
The left pane of the popup screen has the following sections:
Description
This tab contains a brief overview of what the plugin does.
FAQs
This tab contains curated FAQs trending for the plugin.
Screenshots
This tab contains screenshots from the application displaying how the plugin is used
Right Pane More DEtails Popup Screen
In the right pane, you should see the following:
-- Plugin Name
-- Plugin Price (Monthly and Annual)
-- Deactivate button
Click the Deactivate button to initiate the plugin deactivation process. On clicking the Deactivate button, you will be redirected to the deactivation pop up screen where you can click the Review & Checkout button to proceed to the Purchase Subscription page to complete the deactivation process.
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.
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 Already Active section on the Purchase Subscription page. You should see your plugin listed there. This page will also show you the plan you are subscribed to along with the number of Stores and POS available. Remove the tick from the activation checkbox to mark the plugin as Inactive.
When you approach the Purchase Subscription page from the Manage Account section, you will have to manually select (un-tick) the plugin for deactivation.
Review your order summary and click the Confirm & Pay button in the Cart Detail section to proceed with plugin deactivation.
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.
Purchase Subscription Screen Explained
The Purchase Subscription Screen is divided into the following four sections –
Choose your subscription tab
This tab lists the plugins that are available for you to activate and include in your subscription. In case of plugin deactivation, you will not be required to visit this tab
Already Active tab
This tab lists all the plugins that are already active in your subscription. You have the option to select these plugins for deactivation. You should see your plugin listed here 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 removed from the New Subscription section of the cart details.
Amount Payable
There is no amount payable in case you are only deactivating a plugin and not updating your Store / POS count.
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. However, in the case of payment processor plugins (Clover, Elavon, and Moneris) the data pertaining to these plugins is primarily associated with the reference numbers and auth numbers for the credit card transactions done, and so the data is retained and never purged from the application.
The plugin - Multiple Units of Measure, once activated, cannot be deactivated.
The plugin - Hospitality for Quick Serve and Fine Dining is included in both the editions - Community and Enterprise
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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