toy_holdsa
Differences
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toy_holdsa [2020/03/16 21:10] – mibase | toy_holdsa [2020/04/20 17:52] (current) – mibase | ||
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- | **Settings – Home > Settings** | + | To activate holds Go To **Home - Settings** |
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+ | **##Settings – Home > Settings##** | ||
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+ | ##To activate holds for Click and Collect, set the following 2 settings## | ||
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+ | <color black/ | ||
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+ | <color black/ | ||
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- | * **Toy_holds** = switch on toy holds function | ||
- | * **Mem_toy_holds_off** = set to **Yes** and it will disable member holds | ||
* **Toy_hold_fee** = fee for toy hold | * **Toy_hold_fee** = fee for toy hold | ||
* **Toy_hold_period** = number of days the toy will remain in toy hold wait area | * **Toy_hold_period** = number of days the toy will remain in toy hold wait area | ||
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* **hold_ready** – manual email (press button) sent when admin wants to email hold member that their toy is ready for collection and how long it will be available for | * **hold_ready** – manual email (press button) sent when admin wants to email hold member that their toy is ready for collection and how long it will be available for | ||
- | ===== Version 1 - Toy Holds Process | + | [[hold_v1|Holds Process - Version 1]] |
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- | * Member places hold via Member login by clicking pink Hold Toy button on a toy detail page. | + | |
- | {{admin: | + | |
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- | Pop-up message says: | + | |
- | “To secure your hold please pay $5 per toy. | + | |
- | Total amount due is shown on the My Library page and payment methods are detailed on the Home page. | + | |
- | We will email you once your toy is ready for collection.” | + | |
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- | **OR** | + | |
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- | Staff places toy hold via Holds page. Select toy number on Toy Detail page and Member number on Member Detail page (these numbers will show in Admin shortcuts row second from top of page) then click aqua Holds button on shortcut row. | + | |
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- | {{admin: | + | |
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- | In both cases, Admin Holds page Hold detail will show **PENDING**, | + | |
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- | {{admin: | + | |
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- | * Member pays **toy_hold_fee** amount (can be done following placing the Hold or upon collection) and staff manually changes Paid to **Yes** via Holds or Loans page. | + | |
- | * If toy in library, Admin Home page and Holds page tell staff to put toy aside. | + | |
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- | **OR** | + | |
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- | If toy on loan, Staff hits Send Email Reminder button on Holds > Toy Detail page to email current borrower to let them know no renewals possible (**hold_return**). Hold status auto changes to **ACTIVE** | + | |
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- | {{admin: | + | |
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- | When toy is returned, Mibase alert tells staff to put toy aside. | + | |
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- | In both cases, staff puts toy aside and changes Status from **ACTIVE** to **READY**. | + | |
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- | * Staff then hits Send Email button on Holds > Toy Detail page to email hold member to let them know toy is ready for collection (**hold_ready**). | + | |
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- | {{admin: | + | |
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- | Sending email sets notify_date to today and expire date to date calculated by ‘notify_date + toy_hold_period’. | + | |
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- | **Notes** | + | |
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- | • If toy is not collected by expire date then Status auto changes to **EXPIRED** and toy can be put back on shelf. | + | |
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- | • If toy on loan, Status can’t be set to **READY** | + | |
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- | • Toys with Holds can’t be loaned to another member or renewed. | + | |
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- | ===== Holds Version 2 ===== | + | [[hold_v2|Holds Process |
toy_holdsa.1584353444.txt.gz · Last modified: 2020/03/16 21:10 by mibase