Enhancement in Membership Plan
Note: In phase 2 of development, auto renewal for the account level will be done.
Implementation in Back Office:
1) The membership allowance period should be limited.
Page Navigation: My Stores >> Customers >> Membership >> Membership Plan
The allowance period for the membership plan should be restricted to Monthly, Quarterly, Half- Yearly, Yearly.
The allowance period Daily, Weekly, Date Range should be removed.
The restricted allowance period needs to be removed from the reports also.
Screen Layout:
2) The allowance period should reset periodically.
A Toggle option “Auto Renewal” should be included in the settings.
On enabling the option, the allowance amount should be reset at the end of the allowance period.
The remaining balance in the current allowance period should not be carry forward to the next allowance period.
The allowance amount should be reset after the end of the allowance period.
Periodic resetting of the allowance amount should occur automatically.
For Example, Consider a membership plan “VIP Customer” with allowance amount of $1000 for the “Half-Yearly” allowance period. The issue date for the plan is 01/01/2020 and the expiry date for the plan be 30/06/2020. At the end of the allowance period [by 01/072020], the allowance amount should be reset to $1000.
3) After the reset of the allowance amount, the expiry date for the membership plan should be updated automatically.
The expiry date should be auto updated based on the allowance period.
For Example, Consider a membership plan “VIP Customer” with allowance amount of $1000 for the “Half-Yearly” allowance period. The issue date for the plan is 01/01/2020 and the expiry date for the plan be 30/06/2020. At the end of the allowance period [by 01/072020], the allowance amount should be reset to $1000. And the expiry date should be auto updated to 31/12/2020 based on the allowance period.
Note:
1) If overdraft amount is used, the overdraft value should be deducted from the allowance amount on next auto renewal.
2) If overdraft amount is not used, the overdraft value should be carry forward and added along with the allowance amount on next auto renewal.
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