Customer and Credit Management Plugin is a software module that once activated allows you to further extend the capabilities of your TAGRAIN edition. For whatever reasons you realize that you no longer require the plugin, Tagrain makes it simple by allowing you to deactivate the Plugin. Even though you deactivate, the Plugin will remain “active” till the end of your current subscription cycle. During this subscription cycle you can always reactivate the Plugin without incurring any additional charge.
In this section, we will look at how to deactivate the “Customer and Credit Management” Plugin in Tagrain. There are two ways to deactivate a Plugin in Tagrain. You can deactivate a Plugin either from the Plugins Section OR from the Manage Account Section.
In this section, we will look at how to deactivate the “Customer and Credit Management” Plugin from the Plugins section.
Step 1. Login to the Tagrain Web application. Navigate to Home > Plugins. The Plugins Grid View screen is displayed. Go to the “Active” section. This section will display all the Plugins that you may have activated over the period. You should see the “Customer and Credit Card Management” Plugin in this section.
Step 2. Click on the “Deactivate” button on the “Customer and Credit Management” Plugin Tile. To read about what this Plugin offers you must click the “More Details” button. The More Details screen will also include screenshots and an FAQ section.
Step 3. Upon clicking the “Deactivate” button on the “Customer and Credit Management” Plugin Tile, you will have 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 just this single plugin from your existing Tagrain edition.
Step 4. Click the “Review and Checkout” button to review your selection. This will bring up the “Purchase Subscription” screen.
This section allows you to define the number of Stores and POS that you want to attach to your business. The increase or decrease in POS will be reflected under the ORDER SUMMARY section. The corresponding change in price will be reflected in the Cart Section (on the right). If you are a Community User, you will have the option to upgrade to Enterprise Edition.
Note: Community Edition only allows for a single store and single POS. Increasing your Store count, or POS count or selecting a plugin will upgrade you to the Enterprise Edition. In the Enterprise Edition you will be paying for the POS and the plugins that you select. You only pay for the POS and not for the Stores.
This section allows you to view the Plugins that were purchased and subscribed to and are already active in the application.
This section allows you to view the order summary of all the Plugins that are to be activated and deactivated.
You will have the option to select your subscription plan - Annual or Monthly only once when you are upgrading from TRIAL to either COMMUNITY or ENTERPRISE Edition. The amounts mentioned in the cart details will be Annual amount or Monthly amount based on the subscription plan that you would have selected.
For the purpose of this article, we have considered Annual Payment.
Step 5. Once you have made your Plugin selection, you need to click the CONFIRM & PAY button. This will bring up the “Review Subscription” screen.
This Review Subscription screen will display information about your:
Subscription Plan
This will display the edition type you are currently subscribed to - COMMUNITY or ENTERPRISE
Subscription Frequency
This will display the bill generation period – MONTHLY or ANNUAL
Subscription Period
This will display the START DATE and the END DATE for the subscription.
New Subscription Details
This will display the total number of stores purchased, total number of POS available, and the total number of Plugins subscribed.
Next Bill Amount
This will display the Total Amount to be paid at the start of the subscription cycle.
Next Bill Date
This will display the Total Amount to be paid at the start of the subscription cycle.
Once you have reviewed your subscription, you may click the “Subscribe” button. The application is smart enough to prorate the subscription and take you to the payment page. However, when deactivating a Plugin, it will skip the “Payment Screen”, as you don’t have to pay anything and will take you directly to the “Payment Result” screen.
Step 6. On the “Payment Result” screen you can validate your subscription information by clicking the “Go to Subscription” button.
The “Customer and Credit Management” plugin that was listed here on the Subscription Page upon activation, is no longer to be seen. The Plugin count has reduced from “1” to “0” as we have dropped the “Customer and Credit Management” Plugin.
Step 7. Upon successful deactivation, the “Customer and Credit Management” Plugin would appear under the “Inactive” section on the Plugins Grid View screen.
Deactivating the “Customer and Credit Management” Plugin will decrease your subscription amount for your next billing cycle. The decrease in amount will depend upon your choice of edition and the billing cycle that you have opted for. In this article, we saw that the Total Subscription (With Customer and Credit Management Plugin Activated) was $456. We deactivated the “Customer and Credit Management” Plugin, the cost of which was USD 9/month, billed annually, ($9x12=$108). Now, with this Plugin deactivated the total bill is $456 - $108 = $348.
Note: The amounts and currency mentioned here are for representational purposes only.