# Member & Subscription

# Overview



# Subscription Plans & Prices

<details id="bkmrk-account-book-subscri"><summary>Account Book Subscriptions</summary>

 </details><details id="bkmrk-user-subscription-te"><summary>User Subscription</summary>

Text here

</details><details id="bkmrk-special-applications"><summary>Special Applications</summary>

</details>

# Admin Control Panel

<details id="bkmrk-subscription-renewal"><summary>Subscription Renewal</summary>

</details><details id="bkmrk-upgrade-%26-plan-add-o"><summary>Upgrade &amp; Plan Add-on</summary>

</details><details id="bkmrk-payment-history-%C2%A0"><summary>Payment History</summary>

</details><details id="bkmrk-user-management-%C2%A0"><summary>User Management</summary>

</details>

# Partners Subscription Portal

##### <span style="color: rgb(0, 0, 0);">**Uniq365 Partner's Subscription Portal** is a dedicated online platform designed for partners to manage their customer's subscription-related activities. This portal typically provides a range of features that allow partners to interact with the services or products they are subscribed to, track usage, and perform administrative</span><span style="color: rgb(0, 0, 0);"> tasks.</span>

##### <span style="color: rgb(0, 0, 0);">You may access the portal through this link: [https://member.uniq365.com/Membership/MemberShipIndirectUsers/Login](https://member.uniq365.com/Membership/MemberShipIndirectUsers/Login)</span>

[![image.png](https://doc.uniq365.com/uploads/images/gallery/2025-01/scaled-1680-/XuEimage.png)](https://doc.uniq365.com/uploads/images/gallery/2025-01/XuEimage.png)

Log in first using the partner's email and password.

<details id="bkmrk-dashboard-copy-subsc"><summary>DASHBOARD</summary>

<span style="color: rgb(0, 0, 0);">**[![image.png](https://doc.uniq365.com/uploads/images/gallery/2025-01/scaled-1680-/wYbimage.png)](https://doc.uniq365.com/uploads/images/gallery/2025-01/wYbimage.png)Copy Subscription URL.** Every partner has their own link that they can put into their website for hassle free subscription of Uniq365. This website will redirect their customers to Customer Subscription Portal.</span>

<span style="color: rgb(0, 0, 0);">**Commission.** In the commission part of the dashboard the partner will be able to see the Percent, Receipt and their Receivable for monitoring. <span style="mso-spacerun: yes;"> </span></span>

<span style="color: rgb(0, 0, 0);">**Customer.** In the customer part of the dashboard the partner can monitor the current status of the subscription of their customer. This is to monitor the number of customers who are new, for renewal or expired.</span>

<span style="color: rgb(0, 0, 0);">**Distributor.<span style="mso-spacerun: yes;"> </span>**In the distributor part of the dashboard, it shows basic information of the distributor.</span>

</details>
<details id="bkmrk-how-to-add-customers"><summary>CUSTOMERS</summary>

<span style="color: rgb(0, 0, 0);">[![image.png](https://doc.uniq365.com/uploads/images/gallery/2025-01/scaled-1680-/0Zjimage.png)](https://doc.uniq365.com/uploads/images/gallery/2025-01/0Zjimage.png)On this tab it shows all the list of the partner’s customer. It shows company information such as Country, Code, Name of the Person to contact, Company Name, Email, Expiration Date and the receivable amount from customer.</span>

##### <span style="color: rgb(0, 0, 0);">**HOW TO ADD CUSTOMERS**</span>

<span style="color: rgb(0, 0, 0);">[![image.png](https://doc.uniq365.com/uploads/images/gallery/2025-01/scaled-1680-/t4aimage.png)](https://doc.uniq365.com/uploads/images/gallery/2025-01/t4aimage.png)</span>

<span style="color: rgb(0, 0, 0);">Under customer tab you can click add then it will prompt the steps that you need to do in order to proceed with creating a customer.</span>

##### <span style="color: rgb(0, 0, 0);">**STEP 1: CUSTOMER DETAILS**</span>

<span style="color: rgb(0, 0, 0);">**[![image.png](https://doc.uniq365.com/uploads/images/gallery/2025-01/scaled-1680-/ngximage.png)](https://doc.uniq365.com/uploads/images/gallery/2025-01/ngximage.png)**</span>

**Fill in the above information**

- Usercode.
- Username.
- Email Address.
- Phone Number.
- Password.
- Confirm Password.
- Company Name.
- Company Address.
- Select Package.

<span style="color: rgb(0, 0, 0);">Once all these following information are filled after selecting package it will direct you to **STEP 5 for Payment.** Steps 2-4 will be following the default for the package that has been selected in the first step. If you want to review the following inclusions of the package you may revisit Steps 2-4.</span>

##### <span style="color: rgb(0, 0, 0);">**STEP 2: USER DETAILS**</span>

<span style="color: rgb(0, 0, 0);">[![image.png](https://doc.uniq365.com/uploads/images/gallery/2025-01/scaled-1680-/Yjcimage.png)](https://doc.uniq365.com/uploads/images/gallery/2025-01/Yjcimage.png)</span>

<span style="color: rgb(0, 0, 0);">In Step 2: User details, partners can modify the number of users for each type. </span>

##### <span style="color: rgb(0, 0, 0);">**TYPES OF USERS**</span>

<span style="color: rgb(0, 0, 0);">A. **FINANCE USER**. User who are assigned this access can only access the finance tab, which comprises the General Ledger, Cash Book, Accounts Receivables and Accounts Payable module.</span>

<span style="color: rgb(0, 0, 0);">B. **OPERATIONS USER**. User who are assigned this access can only access the operational tabs, which comprises the Sales, Procurement and Inventory module.</span>

<span style="color: rgb(0, 0, 0);">C. **MOBILE USER**. User who are assigned this access can only access the system via a mobile device to run mobile sales and warehouse functions.</span>

<span style="color: rgb(0, 0, 0);">D. **FULL USER.** User who are assigned this access can only access the all the tabs and modules which are accessible to FINANCE, OPERATIONS and MOBILE users</span>

##### **CAN I ADD/REDUCE NEW USERS AT ANYTIME?**

<p class="callout success"><span style="color: rgb(0, 0, 0);">Yes, you may add any number of new users in your Subscription Plan. Any users added half-way in the subscription period will be pro-rated to the duration left till the next expiry. For example, in 3 months into your subscription period you may add a new user. This new user will be billed for only 9 months till the end of the mother-contract.</span></p>

<p class="callout danger align-left"><span style="color: rgb(0, 0, 0);">No, you may not reduce the number of users halfway through a subscription period. </span><span style="color: rgb(0, 0, 0);">You must wait till the end of subscription period and then reduce according to your </span><span style="color: rgb(0, 0, 0);">needs, only during renewal.</span></p>

##### <span style="color: rgb(0, 0, 0);">**STEP 3: ACCOUNT BOOK DETAILS, EXTRA STORAGE &amp; SPECIAL APPLICATION IF ANY**</span>


<span style="color: rgb(0, 0, 0);">[![image.png](https://doc.uniq365.com/uploads/images/gallery/2025-01/scaled-1680-/nMlimage.png)](https://doc.uniq365.com/uploads/images/gallery/2025-01/nMlimage.png)</span>

<span style="color: rgb(0, 0, 0);"><span class="output-sentence" id="bkmrk-depending%C2%A0on%C2%A0the%C2%A0pac-1"><span class="MuiBox-root css-avfhld"><span id="bkmrk-depending%C2%A0on%C2%A0the%C2%A0pac-2"><span data-testid="output-sentence-0"><span class="css-1ko3g0e" id="bkmrk-depending%C2%A0on%C2%A0"><span data-testid="output-word-0-0-0"><span class="css-1g9q2al">Depending </span></span><span data-testid="output-word-0-0-1"><span class="css-1g9q2al">on </span></span></span><span class="css-1ko3g0e" id="bkmrk-the%C2%A0package%C2%A0"><span data-testid="output-word-1-0-0"><span class="css-1g9q2al">the </span></span><span data-testid="output-word-1-0-1"><span class="css-1g9q2al">package </span></span></span><span class="css-1ko3g0e" id="bkmrk-they%C2%A0have%C2%A0"><span data-testid="output-word-2-0-0"><span class="css-10o52y0">they </span></span><span data-testid="output-word-2-0-1"><span class="css-10o52y0">have </span></span></span><span class="css-1ko3g0e" id="bkmrk-selected%2C%C2%A0"><span data-testid="output-word-3-0-0"><span class="css-h5d7i9">selected, </span></span></span><span class="css-1ko3g0e" id="bkmrk-the%C2%A0details%C2%A0"><span data-testid="output-word-4-0-0"><span class="css-10o52y0">the </span></span><span data-testid="output-word-4-0-1"><span class="css-h5d7i9">details </span></span></span><span class="css-1ko3g0e" id="bkmrk-on%C2%A0"><span data-testid="output-word-5-0-0"><span class="css-10o52y0">on </span></span></span><span class="css-1ko3g0e" id="bkmrk-the%C2%A0quantity%C2%A0"><span data-testid="output-word-6-0-0"><span class="css-10o52y0">the </span></span><span data-testid="output-word-6-0-1"><span class="css-h5d7i9">quantity </span></span></span><span class="css-1ko3g0e" id="bkmrk-of%C2%A0"><span data-testid="output-word-7-0-0"><span class="css-10o52y0">of </span></span></span><span class="css-1ko3g0e" id="bkmrk-storage%C2%A0"><span data-testid="output-word-8-0-0"><span class="css-10o52y0">storage </span></span></span><span class="css-1ko3g0e" id="bkmrk-and%C2%A0"><span data-testid="output-word-9-0-0"><span class="css-10o52y0">and </span></span></span><span class="css-1ko3g0e" id="bkmrk-account%C2%A0books%C2%A0"><span data-testid="output-word-10-0-0"><span class="css-10o52y0">account </span></span><span data-testid="output-word-10-0-1"><span class="css-h5d7i9">books </span></span></span><span class="css-1ko3g0e" id="bkmrk-will%C2%A0be%C2%A0"><span data-testid="output-word-11-0-0"><span class="css-10o52y0">will </span></span><span data-testid="output-word-11-0-1"><span class="css-10o52y0">be </span></span></span><span class="css-1ko3g0e" id="bkmrk-displayed%C2%A0"><span data-testid="output-word-12-0-0"><span class="css-1tmeul0">displayed </span></span></span><span class="css-1ko3g0e" id="bkmrk-here."><span data-testid="output-word-13-0-0"><span class="css-0">here.</span></span></span></span> </span></span></span><span class="output-sentence" id="bkmrk-in%C2%A0any%C2%A0event%2C%C2%A0they%C2%A0c"><span class="MuiBox-root css-avfhld"><span id="bkmrk-in%C2%A0any%C2%A0event%2C%C2%A0they%C2%A0c-1"><span data-testid="output-sentence-1"><span class="css-1ko3g0e" id="bkmrk-in%C2%A0"><span data-testid="output-word-0-1-0"><span class="css-0">In </span></span></span><span class="css-1ko3g0e" id="bkmrk-any%C2%A0event%2C%C2%A0"><span data-testid="output-word-1-1-0"><span class="css-0">any </span></span><span data-testid="output-word-1-1-1"><span class="css-1tmeul0">event, </span></span></span><span class="css-1ko3g0e" id="bkmrk-they%C2%A0"><span data-testid="output-word-2-1-0"><span class="css-0">they </span></span></span><span class="css-1ko3g0e" id="bkmrk-can%C2%A0access%C2%A0"><span data-testid="output-word-3-1-0"><span class="css-10o52y0">can </span></span><span data-testid="output-word-3-1-1"><span class="css-h5d7i9">access </span></span></span><span class="css-1ko3g0e" id="bkmrk-more%C2%A0storage%C2%A0"><span data-testid="output-word-4-1-0"><span class="css-h5d7i9">more </span></span><span data-testid="output-word-4-1-1"><span class="css-10o52y0">storage </span></span></span><span class="css-1ko3g0e" id="bkmrk-if%C2%A0"><span data-testid="output-word-5-1-0"><span class="css-10o52y0">if </span></span></span><span class="css-1ko3g0e" id="bkmrk-they%27ve%C2%A0"><span data-testid="output-word-6-1-0"><span class="css-h5d7i9">they've </span></span></span><span class="css-1ko3g0e" id="bkmrk-used%C2%A0"><span data-testid="output-word-7-1-0"><span class="css-h5d7i9">used </span></span></span><span class="css-1ko3g0e" id="bkmrk-up%C2%A0"><span data-testid="output-word-8-1-0"><span class="css-h5d7i9">up </span></span></span><span class="css-1ko3g0e" id="bkmrk-all%C2%A0"><span data-testid="output-word-9-1-0"><span class="css-h5d7i9">all </span></span></span><span class="css-1ko3g0e" id="bkmrk-of%C2%A0their%C2%A0"><span data-testid="output-word-10-1-0"><span class="css-h5d7i9">of </span></span><span data-testid="output-word-10-1-1"><span class="css-10o52y0">their </span></span></span><span class="css-1ko3g0e" id="bkmrk-subscription%C2%A0"><span data-testid="output-word-11-1-0"><span class="css-h5d7i9">subscription </span></span></span><span class="css-1ko3g0e" id="bkmrk-storage-by-modifying"><span data-testid="output-word-12-1-0"><span class="css-0">storage by modifying the desired add ons on this step.</span></span></span></span></span></span></span></span>

##### <span style="color: rgb(0, 0, 0);">**STEP 4: OCR, SMS, WHATS APP AND E-INVOICE LIMIT.**</span>

 <span style="color: rgb(0, 0, 0);">[![image.png](https://doc.uniq365.com/uploads/images/gallery/2025-01/scaled-1680-/I65image.png)](https://doc.uniq365.com/uploads/images/gallery/2025-01/I65image.png)</span>

<span style="color: rgb(0, 0, 0);">In Step 4, Any excess of usage in the package that the customer availed it will be subject to corresponding charges.</span>

##### <span style="color: rgb(0, 0, 0);">**STEP 5:** **SUBSCRIPTION SUMMARY** </span>



<span style="color: rgb(0, 0, 0);">[![image.png](https://doc.uniq365.com/uploads/images/gallery/2025-01/scaled-1680-/Sxgimage.png)](https://doc.uniq365.com/uploads/images/gallery/2025-01/Sxgimage.png)</span>

- <span style="color: rgb(0, 0, 0);">Select the payment type in the dropdown, options are either monthly or yearly.</span>
- <span style="color: rgb(0, 0, 0);">Tick the box to agree to the A2000ERP Service Agreement &amp; Privacy Policy before saving.</span>

<span style="color: rgb(0, 0, 0);">[![image.png](https://doc.uniq365.com/uploads/images/gallery/2025-01/scaled-1680-/32Jimage.png)](https://doc.uniq365.com/uploads/images/gallery/2025-01/32Jimage.png)</span>

- <span style="color: rgb(0, 0, 0);">After saving information, a pop-up message will appear so you can select the account book type and the industry type.[![image.png](https://doc.uniq365.com/uploads/images/gallery/2025-01/scaled-1680-/Mthimage.png)](https://doc.uniq365.com/uploads/images/gallery/2025-01/Mthimage.png)</span>
- <span style="color: rgb(0, 0, 0);">Once hit save, a message will prompt indicating that system is currently generating account book. Please wait and do not do anything. If there is any interruption during the generation of account book, please reach out to us. </span>

</details><details id="bkmrk-customer-invoice-onc"><summary>CUSTOMER INVOICE</summary>

[![image.png](https://doc.uniq365.com/uploads/images/gallery/2025-01/scaled-1680-/Bcvimage.png)](https://doc.uniq365.com/uploads/images/gallery/2025-01/Bcvimage.png)

[![image.png](https://doc.uniq365.com/uploads/images/gallery/2025-01/scaled-1680-/z1Dimage.png)](https://doc.uniq365.com/uploads/images/gallery/2025-01/z1Dimage.png)

<span style="color: rgb(0, 0, 0);">Once the subscription package has been finalized. Partners may assist in printing invoice double click any column in the line and download the preview of invoice. They can download the invoice, but the billing and collection will be done by the distributors.</span>

</details><span style="color: rgb(0, 0, 0);"><span class="output-sentence" id="bkmrk--11"><span class="MuiBox-root css-avfhld"><span id="bkmrk--12"><span data-testid="output-sentence-0"><span class="css-1ko3g0e" id="bkmrk--13"></span></span></span></span></span></span>

<details id="bkmrk-receipt-commission-%C2%A0"><summary>RECEIPT COMMISSION</summary>

[![image.png](https://doc.uniq365.com/uploads/images/gallery/2025-01/scaled-1680-/iIqimage.png)](https://doc.uniq365.com/uploads/images/gallery/2025-01/iIqimage.png)

<span style="color: rgb(0, 0, 0);">All the receipts of commission from customers and distributors will reflect here. Once the distributor processed the commission it will be visible here in the receipt invoices.</span>

##### <span style="color: rgb(0, 0, 0);">**HOW TO VIEW CUSTOMER INFORMATION**</span>

<span style="color: rgb(0, 0, 0);">**[![image.png](https://doc.uniq365.com/uploads/images/gallery/2025-01/scaled-1680-/ilRimage.png)](https://doc.uniq365.com/uploads/images/gallery/2025-01/ilRimage.png)** To view the full information of the customer, you may double click on any column in the customer line to edit customer information.  
</span>

<span style="color: rgb(0, 0, 0);">[![image.png](https://doc.uniq365.com/uploads/images/gallery/2025-01/scaled-1680-/k7yimage.png)](https://doc.uniq365.com/uploads/images/gallery/2025-01/k7yimage.png)  
</span>

<span style="color: rgb(0, 0, 0);">Under customer's home tab, you will be able to see the customer profile and usage balances.</span>

<span style="color: rgb(0, 0, 0);">**STEP 1**: Customer Details</span>

<span style="color: rgb(0, 0, 0);">[![image.png](https://doc.uniq365.com/uploads/images/gallery/2025-01/scaled-1680-/Ysrimage.png)](https://doc.uniq365.com/uploads/images/gallery/2025-01/Ysrimage.png)</span>

<span style="color: rgb(0, 0, 0);">Under the Update Subscription, the following steps are familiar as it is similar to adding a customer. You will be able to update the current subscription of the customer.</span>

<span style="color: rgb(0, 0, 0);">**STEP 2:** User Details</span>

<span style="color: rgb(0, 0, 0);">[![image.png](https://doc.uniq365.com/uploads/images/gallery/2025-01/scaled-1680-/Rd1image.png)](https://doc.uniq365.com/uploads/images/gallery/2025-01/Rd1image.png)</span>

<span style="color: rgb(0, 0, 0);">You may add any number of new users in your Subscription Plan. Any users added half-way in the subscription period will be pro-rated to the duration left till the next expiry. </span>

<span style="color: rgb(0, 0, 0);">**STEP 3:** Account Book Details, Extra Storage &amp; Special Application If Any</span>

<span style="color: rgb(0, 0, 0);">[![image.png](https://doc.uniq365.com/uploads/images/gallery/2025-01/scaled-1680-/FHFimage.png)](https://doc.uniq365.com/uploads/images/gallery/2025-01/FHFimage.png)</span>

<span style="color: rgb(0, 0, 0);">The information for the number of account book and storage will be reflected here depending on the package that they have availed. If in any case that they have reached their subscribed storage they can avail extra storages as desired.</span>

<span style="color: rgb(0, 0, 0);">**STEP 4:** OCR, SMS, WhatsApp And E-Invoice Limit.</span>

<span style="color: rgb(0, 0, 0);">[![image.png](https://doc.uniq365.com/uploads/images/gallery/2025-01/scaled-1680-/efNimage.png)](https://doc.uniq365.com/uploads/images/gallery/2025-01/efNimage.png)</span>

<span style="color: rgb(0, 0, 0);">For the OCR and WhatsApp feature, 50 scans and 50 messages, respectively are considered free, if in any case their transaction will exceed that they can modify here with corresponding charges. </span>

<span style="color: rgb(0, 0, 0);">**STEP 5:** Subscription Summary</span>

<span style="color: rgb(0, 0, 0);">[![image.png](https://doc.uniq365.com/uploads/images/gallery/2025-01/scaled-1680-/VR4image.png)](https://doc.uniq365.com/uploads/images/gallery/2025-01/VR4image.png)</span>

</details>

# Partners Subscription URL

##### <span style="color: rgb(0, 0, 0);">Partner subscription URL can be found in Partner's Subscription Portal.<span style="mso-fareast-language: EN-SG; mso-no-proof: yes;"><span style="color: rgb(0, 0, 0);"> They may copy this link to for customer's easier registration of account. Link: </span><span style="color: rgb(53, 152, 219);">[https://member.uniq365.com/Membership/Membership/Subscription?partnerId=SG24101003](https://member.uniq365.com/Membership/Membership/Subscription?partnerId=SG24101003)</span></span></span>

[![image.png](https://doc.uniq365.com/uploads/images/gallery/2025-01/scaled-1680-/fY4image.png)](https://doc.uniq365.com/uploads/images/gallery/2025-01/fY4image.png)

##### <span style="color: rgb(0, 0, 0);">**Step 1: Account Information**</span>

- <span style="color: rgb(0, 0, 0);"><span style="font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol;"><span style="mso-list: Ignore;"><span style="font: 7pt 'Times New Roman';"> </span></span></span>**First Name.** Fill in the First Name</span>
- <span style="color: rgb(0, 0, 0);"><span style="font: 7pt 'Times New Roman';"> </span>**Last Name.**<span style="text-indent: -18pt;"> Fill in the Last Name</span></span>
- <span style="color: rgb(0, 0, 0);"><span style="font: 7pt 'Times New Roman';"> </span>**Email address**<span style="text-indent: -18pt;">. Supply the information with an active email address. Any form of email will do.</span></span>
- <span style="color: rgb(0, 0, 0);">**Password.**<span style="text-indent: -18pt;"> It must include at least 1 upper letter, 1 lower letter, and 1 number, 1 special character and 8 alphanumeric(s) in length.</span></span>
- <span style="color: rgb(0, 0, 0);">**Phone number**<span style="text-indent: -18pt;">. Supply the information with an active and valid phone number.</span></span>

<span style="color: rgb(0, 0, 0);">Once all the account information is confirmed valid and accurate. To proceed you may click NEXT.</span>

[![image.png](https://doc.uniq365.com/uploads/images/gallery/2025-01/scaled-1680-/Mrsimage.png)](https://doc.uniq365.com/uploads/images/gallery/2025-01/Mrsimage.png)

##### <span style="color: rgb(0, 0, 0);">**Step 2: Verification**</span>

<span style="font-size: 11pt; line-height: 107%; font-family: Calibri, 'sans-serif'; color: rgb(0, 0, 0);">Shortly after clicking NEXT a verification email will be sent to your email; a sample email will be below. Kindly encode the verification code then click verify.</span>

[![image.png](https://doc.uniq365.com/uploads/images/gallery/2025-01/scaled-1680-/7VSimage.png)](https://doc.uniq365.com/uploads/images/gallery/2025-01/7VSimage.png)

[![image.png](https://doc.uniq365.com/uploads/images/gallery/2025-01/scaled-1680-/bzTimage.png)](https://doc.uniq365.com/uploads/images/gallery/2025-01/bzTimage.png)

##### <span style="color: rgb(0, 0, 0);">**Step 3: Company Information**</span>

<span style="color: rgb(0, 0, 0);"><span style="font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol;"><span style="mso-list: Ignore;">·<span style="font: 7pt 'Times New Roman';"> </span></span></span>**Industry type.** Choose from the dropdown the industry that your company belongs to.</span>

<span style="color: rgb(0, 0, 0);"><span style="font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol;"><span style="mso-list: Ignore;">·<span style="font: 7pt 'Times New Roman';"> </span></span></span>**Financial Start.** Enter the start of your financial period.</span>

<span style="color: rgb(0, 0, 0);"><span style="font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol;"><span style="mso-list: Ignore;">·<span style="font: 7pt 'Times New Roman';"> </span></span></span>**Company Name.** Encode the name of your company.</span>

<span style="color: rgb(0, 0, 0);"><span style="font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol;"><span style="mso-list: Ignore;">·<span style="font: 7pt 'Times New Roman';"> </span></span></span>**Address. <span style="mso-spacerun: yes;"> </span>**Encode the complete address of your company.</span>

<span style="color: rgb(0, 0, 0);"> </span>

<span style="color: rgb(0, 0, 0);">Make sure that all the information is verified before clicking next.</span>

[![image.png](https://doc.uniq365.com/uploads/images/gallery/2025-01/scaled-1680-/2lvimage.png)](https://doc.uniq365.com/uploads/images/gallery/2025-01/2lvimage.png)

##### <span style="color: rgb(0, 0, 0);">**Step 4: Package Information** </span>

<span style="color: rgb(0, 0, 0);"><span style="font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol;"><span style="mso-list: Ignore;">·<span style="font: 7pt 'Times New Roman';"> </span></span></span>**Subscription Package.** Select the subscription package you want to avail.</span>

<span style="color: rgb(0, 0, 0);"><span style="font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol;"><span style="mso-list: Ignore;">·<span style="font: 7pt 'Times New Roman';"> </span></span></span>**Subscription Package Details. <span style="mso-spacerun: yes;"> </span>**Once the subscription package is selected, details regarding how many users, years of subscription and other inclusion of the package will appear.</span>

<span style="color: rgb(0, 0, 0);"><span style="font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol;"><span style="mso-list: Ignore;">·<span style="font: 7pt 'Times New Roman';"> </span></span></span>**Amounts and discount.** The amount that will be paid as well as the discount availed will be shown.</span>

<span style="font-size: 11pt; line-height: 107%; font-family: Calibri, 'sans-serif'; color: rgb(0, 0, 0);">After verifying all the information, Click the Uniq 365 ERP Service Agreement and Privacy Policy. If you agree to the policy, please tick the box so you can proceed to sign up. Before you clicked, **Sign Up**, please makes sure that all your details from 1-4 are correct because once you clicked you can never go back with the previous as it will direct you to the next phase which is Payment.</span>

[![image.png](https://doc.uniq365.com/uploads/images/gallery/2025-01/scaled-1680-/xVeimage.png)](https://doc.uniq365.com/uploads/images/gallery/2025-01/xVeimage.png)

##### <span style="color: rgb(0, 0, 0);">**Step 5: Payment** </span>

<span style="color: rgb(0, 0, 0);"><span style="font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol;"><span style="mso-list: Ignore;">·<span style="font: 7pt 'Times New Roman';"> </span></span></span>You may enter your card information to proceed with the payment.</span>

# Customer Subscription Portal

##### **Uniq365 Customer's Subscription Portal** is a dedicated online platform designed for customers to manage their own subscription-related activities. With this portal, you can easily manage your account, update your subscription details, view billing information, and make changes whenever you need. To access the Customer Subscription Portal, you may go to: [https://member.uniq365.com/Membership/MemberShip/Login](https://member.uniq365.com/Membership/MemberShip/Login)

<span style="color: rgb(0, 0, 0);">Login to the membership portal using the given user ID (email address) and password.</span>

<span style="color: rgb(0, 0, 0);">[![image.png](https://doc.uniq365.com/uploads/images/gallery/2025-01/scaled-1680-/cHPimage.png)](https://doc.uniq365.com/uploads/images/gallery/2025-01/cHPimage.png)</span>

<span style="color: rgb(0, 0, 0);">If you had forgotten the password, click on FORGET PASSWORD to request a reset.</span>

<details id="bkmrk-dashboard-this-shows"><summary>DASHBOARD</summary>

##### [![image.png](https://doc.uniq365.com/uploads/images/gallery/2025-01/scaled-1680-/hsMimage.png)](https://doc.uniq365.com/uploads/images/gallery/2025-01/hsMimage.png)

<span style="color: rgb(0, 0, 0);">This shows summary of the customer's account information such as the usage, users, OCR, SMS, WhatsApp balances and other subscription that they are availing. This dashboard shows a comprehensive overview of your subscription date, expiration and usage statistics, and other important subscription-related information. It also allows you to update your information. </span>

<span style="color: rgb(0, 0, 0);">The **Service Level Agreement (SLA)** can be downloaded in this tab. A service-level agreement is an agreement between two or more parties, where one is the customer, and the others are service providers. This is to assert particular aspects of the service, quality, availability, responsibilities that are agreed between the service provider and the service user. </span>

</details><details id="bkmrk-how-to-renew-subscri"><summary>HOW TO RENEW SUBSCRIPTION?</summary>

<span style="font-size: 11pt; line-height: 107%; font-family: Calibri, 'sans-serif'; color: rgb(0, 0, 0);">You may renew your subscription any time before the subscription period ends. The system will send reminders of your due subscription 30 days, 15 days, 7 days before your expiry. Your users will also see this reminder when they log into the system. To renew you need to login under the SUBSCRIPTION ADMIN and follow the steps in the renewal process. This ADMIN is the highest authority and has the absolute access to the entire system and is the only one who can manage this subscription. </span>

<span style="font-size: 11.0pt; line-height: 107%; font-family: 'Calibri','sans-serif'; mso-ascii-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin; mso-hansi-theme-font: minor-latin; mso-bidi-font-family: 'Times New Roman'; mso-bidi-theme-font: minor-bidi; mso-ansi-language: EN-SG; mso-fareast-language: EN-US; mso-bidi-language: AR-SA;">[![image.png](https://doc.uniq365.com/uploads/images/gallery/2025-01/scaled-1680-/avNimage.png)](https://doc.uniq365.com/uploads/images/gallery/2025-01/avNimage.png)</span>

##### <span style="color: rgb(0, 0, 0);">**RENEW SUBSCRIPTION** </span>

**St<span style="color: rgb(0, 0, 0);">ep 1: </span>**<span style="color: rgb(0, 0, 0);">Customer Details</span>

<span style="color: rgb(0, 0, 0);">[![image.png](https://doc.uniq365.com/uploads/images/gallery/2025-01/scaled-1680-/53pimage.png)](https://doc.uniq365.com/uploads/images/gallery/2025-01/53pimage.png)</span>

<span style="color: rgb(0, 0, 0);">**Step 2:** User Details</span>

<span style="color: rgb(0, 0, 0);">In this step you can revise the number of users (Add/Reduce) If you are reducing the number of users, please deactivate the users from the respective account book(s) first. You cannot reduce the subscription users below the number of distinct users in all your account books.</span>

##### <span style="color: rgb(0, 0, 0);">**TYPE OF USERS**</span>

<p class="callout info"><span style="color: rgb(0, 0, 0); text-indent: -18pt;">When renewing the subscription, you can choose the type of User Access you want to assign your users. For users who do not need the full system, they can subscribe to the lower cost user type. There are 4 main **TYPES OF USERS** available, and they are:  
</span><span style="color: rgb(0, 0, 0);">A. **FINANCE USER**. User who are assigned this access can only access the finance tab, which comprises the General Ledger, Cash Book, Accounts Receivables and Accounts Payable module.  
</span><span style="color: rgb(0, 0, 0);">B. **OPERATIONS USER**. User who are assigned this access can only access the operational tabs, which comprises the Sales, Procurement and Inventory module  
</span><span style="color: rgb(0, 0, 0);">C. </span><span style="color: rgb(0, 0, 0);">**MOBILE USER.** User who are assigned this access can only access the system via a mobile device to run mobile sales and warehouse functions  
</span><span style="color: rgb(0, 0, 0);">D. **FULL USER.** User who are assigned this access can only access the all the tabs and modules which are accessible to FINANCE, OPERATIONS and MOBILE users.</span></p>

##### **<span style="color: rgb(0, 0, 0);">CAN I ADD/REDUCE NEW USERS AT ANYTIME?</span>**

<p class="callout success"><span style="color: rgb(0, 0, 0);">Yes, you may add any number of new users in your Subscription Plan. Any users added half-way in the subscription period will be pro-rated to the duration left till the next expiry. For example, in 3 months into your subscription period you may add a new user. This new user will be billed for only 9 months till the end of the mother-contract.</span></p>

<p class="callout danger"><span style="color: rgb(0, 0, 0);">No, you may not reduce the number of users halfway through a subscription period. You must wait till the end of subscription period and then reduce according to your needs, only during renewal.</span></p>

<span style="color: rgb(0, 0, 0);">[![image.png](https://doc.uniq365.com/uploads/images/gallery/2025-01/scaled-1680-/BcIimage.png)](https://doc.uniq365.com/uploads/images/gallery/2025-01/BcIimage.png)</span>

<span style="color: rgb(0, 0, 0);">**Step 3:** Account book details, Extra storage &amp; Special application if any. <span class="output-sentence" id="bkmrk-depending%C2%A0on%C2%A0the%C2%A0pac-1"><span class="MuiBox-root css-avfhld"><span id="bkmrk-depending%C2%A0on%C2%A0the%C2%A0pac-2"><span data-testid="output-sentence-0"><span class="css-1ko3g0e" id="bkmrk-depending%C2%A0on%C2%A0"><span data-testid="output-word-0-0-0"><span class="css-1g9q2al">Depending </span></span><span data-testid="output-word-0-0-1"><span class="css-1g9q2al">on </span></span></span><span class="css-1ko3g0e" id="bkmrk-the%C2%A0package%C2%A0"><span data-testid="output-word-1-0-0"><span class="css-1g9q2al">the </span></span><span data-testid="output-word-1-0-1"><span class="css-1g9q2al">package </span></span></span><span class="css-1ko3g0e" id="bkmrk-they%C2%A0have%C2%A0"><span data-testid="output-word-2-0-0"><span class="css-10o52y0">they </span></span><span data-testid="output-word-2-0-1"><span class="css-10o52y0">have </span></span></span><span class="css-1ko3g0e" id="bkmrk-selected%2C%C2%A0"><span data-testid="output-word-3-0-0"><span class="css-h5d7i9">selected, </span></span></span><span class="css-1ko3g0e" id="bkmrk-the%C2%A0details%C2%A0"><span data-testid="output-word-4-0-0"><span class="css-10o52y0">the </span></span><span data-testid="output-word-4-0-1"><span class="css-h5d7i9">details </span></span></span><span class="css-1ko3g0e" id="bkmrk-on%C2%A0"><span data-testid="output-word-5-0-0"><span class="css-10o52y0">on </span></span></span><span class="css-1ko3g0e" id="bkmrk-the%C2%A0quantity%C2%A0"><span data-testid="output-word-6-0-0"><span class="css-10o52y0">the </span></span><span data-testid="output-word-6-0-1"><span class="css-h5d7i9">quantity </span></span></span><span class="css-1ko3g0e" id="bkmrk-of%C2%A0"><span data-testid="output-word-7-0-0"><span class="css-10o52y0">of </span></span></span><span class="css-1ko3g0e" id="bkmrk-storage%C2%A0"><span data-testid="output-word-8-0-0"><span class="css-10o52y0">storage </span></span></span><span class="css-1ko3g0e" id="bkmrk-and%C2%A0"><span data-testid="output-word-9-0-0"><span class="css-10o52y0">and </span></span></span><span class="css-1ko3g0e" id="bkmrk-account%C2%A0books%C2%A0"><span data-testid="output-word-10-0-0"><span class="css-10o52y0">account </span></span><span data-testid="output-word-10-0-1"><span class="css-h5d7i9">books </span></span></span><span class="css-1ko3g0e" id="bkmrk-will%C2%A0be%C2%A0"><span data-testid="output-word-11-0-0"><span class="css-10o52y0">will </span></span><span data-testid="output-word-11-0-1"><span class="css-10o52y0">be </span></span></span><span class="css-1ko3g0e" id="bkmrk-displayed%C2%A0"><span data-testid="output-word-12-0-0"><span class="css-1tmeul0">displayed </span></span></span><span class="css-1ko3g0e" id="bkmrk-here."><span data-testid="output-word-13-0-0"><span class="css-0">here.</span></span></span></span> </span></span></span><span class="output-sentence" id="bkmrk-in%C2%A0any%C2%A0event%2C%C2%A0they%C2%A0c"><span class="MuiBox-root css-avfhld"><span id="bkmrk-in%C2%A0any%C2%A0event%2C%C2%A0they%C2%A0c-1"><span data-testid="output-sentence-1"><span class="css-1ko3g0e" id="bkmrk-in%C2%A0"><span data-testid="output-word-0-1-0"><span class="css-0">In </span></span></span><span class="css-1ko3g0e" id="bkmrk-any%C2%A0event%2C%C2%A0"><span data-testid="output-word-1-1-0"><span class="css-0">any e</span></span><span data-testid="output-word-1-1-1"><span class="css-1tmeul0">vent, </span></span></span><span class="css-1ko3g0e" id="bkmrk-they%C2%A0"><span data-testid="output-word-2-1-0"><span class="css-0">they </span></span></span><span class="css-1ko3g0e" id="bkmrk-can%C2%A0access%C2%A0"><span data-testid="output-word-3-1-0"><span class="css-10o52y0">can </span></span><span data-testid="output-word-3-1-1"><span class="css-h5d7i9">access </span></span></span><span class="css-1ko3g0e" id="bkmrk-more%C2%A0storage%C2%A0"><span data-testid="output-word-4-1-0"><span class="css-h5d7i9">more </span></span><span data-testid="output-word-4-1-1"><span class="css-10o52y0">storage </span></span></span><span class="css-1ko3g0e" id="bkmrk-if%C2%A0"><span data-testid="output-word-5-1-0"><span class="css-10o52y0">if </span></span></span><span class="css-1ko3g0e" id="bkmrk-they%27ve%C2%A0"><span data-testid="output-word-6-1-0"><span class="css-h5d7i9">they've </span></span></span><span class="css-1ko3g0e" id="bkmrk-used%C2%A0"><span data-testid="output-word-7-1-0"><span class="css-h5d7i9">used </span></span></span><span class="css-1ko3g0e" id="bkmrk-up%C2%A0"><span data-testid="output-word-8-1-0"><span class="css-h5d7i9">up </span></span></span><span class="css-1ko3g0e" id="bkmrk-all%C2%A0"><span data-testid="output-word-9-1-0"><span class="css-h5d7i9">all </span></span></span><span class="css-1ko3g0e" id="bkmrk-of%C2%A0their%C2%A0"><span data-testid="output-word-10-1-0"><span class="css-h5d7i9">of </span></span><span data-testid="output-word-10-1-1"><span class="css-10o52y0">their </span></span></span><span class="css-1ko3g0e" id="bkmrk-subscription%C2%A0"><span data-testid="output-word-11-1-0"><span class="css-h5d7i9">subscription </span></span></span><span class="css-1ko3g0e" id="bkmrk-storage-by-modifying"><span data-testid="output-word-12-1-0"><span class="css-0">storage by modifying the desired add ons on this step.</span></span></span></span></span></span></span></span>

<span style="color: rgb(0, 0, 0);">[![image.png](https://doc.uniq365.com/uploads/images/gallery/2025-01/scaled-1680-/BMQimage.png)](https://doc.uniq365.com/uploads/images/gallery/2025-01/BMQimage.png)</span>

**<span style="color: rgb(0, 0, 0);"><span style="font-family: 'Calibri','sans-serif'; mso-ascii-theme-font: minor-latin; mso-hansi-theme-font: minor-latin; mso-bidi-font-family: 'Times New Roman'; mso-bidi-theme-font: minor-bidi;"> </span></span>**<span style="color: rgb(0, 0, 0);">**Step 4**: OCR, SMS, WhatsApp And E-Invoice Limit. </span>

<span style="color: rgb(0, 0, 0);">Any excess of usage in the package that the customer availed it will be subject to corresponding charges.</span>

<span style="color: rgb(0, 0, 0);">[![image.png](https://doc.uniq365.com/uploads/images/gallery/2025-01/scaled-1680-/gb3image.png)](https://doc.uniq365.com/uploads/images/gallery/2025-01/gb3image.png)</span>

<span style="color: rgb(0, 0, 0);">**Step 5:** Subscription Summary</span><span style="color: rgb(0, 0, 0);">-</span>

- <span style="color: rgb(0, 0, 0);">Select the payment type</span>
- <span style="color: rgb(0, 0, 0);">Agree the A2000ERP Service Agreement &amp; Privacy Policy before renewing.  
    - For renewal - use Credit Card or PayNow.  
    - You will be redirected to the payment gateway to make payment</span>
- <span style="color: rgb(0, 0, 0);">Once renewed, you can download the Invoice from the Invoice history and can see the revised expiry date from the Dashboard.</span>

</details><details id="bkmrk-update-subscription-"><summary>UPDATE SUBSCRIPTION</summary>

<span style="color: rgb(0, 0, 0);"><span style="font-size: 12.0pt; line-height: 107%; font-family: 'Calibri','sans-serif'; mso-ascii-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin; mso-hansi-theme-font: minor-latin; mso-bidi-font-family: 'Times New Roman'; mso-bidi-theme-font: minor-bidi; mso-ansi-language: EN-SG; mso-fareast-language: EN-US; mso-bidi-language: AR-SA;">The process for updating a subscription is similar to the renewal process but focuses on making specific changes to the existing plan rather than simply renewing it. This allows customers to add services according to their current needs. The update process typically involves logging into the account, selecting the desired changes, reviewing the impact on pricing and billing, confirming the changes, and processing any necessary payments.</span></span>

</details>
<details id="bkmrk-company-list-under-c"><summary>COMPANY LIST</summary>

[![image.png](https://doc.uniq365.com/uploads/images/gallery/2025-01/scaled-1680-/05limage.png)](https://doc.uniq365.com/uploads/images/gallery/2025-01/05limage.png)

<span style="color: rgb(0, 0, 0);">Under company list, the Company Name, Email, Phone, Data Usage and File Usage can be viewed. You may double click to edit the company info. </span>

<span style="color: rgb(0, 0, 0);">[![image.png](https://doc.uniq365.com/uploads/images/gallery/2025-01/scaled-1680-/dnPimage.png)](https://doc.uniq365.com/uploads/images/gallery/2025-01/dnPimage.png)</span>

<span style="color: rgb(0, 0, 0);">[![image.png](https://doc.uniq365.com/uploads/images/gallery/2025-01/scaled-1680-/DwVimage.png)](https://doc.uniq365.com/uploads/images/gallery/2025-01/DwVimage.png)</span>

<span style="color: rgb(0, 0, 0);">Under Company List, Users you can update the password. Just double click to individually modify the password for the account book.</span>

</details><details id="bkmrk-user-list-all-the-us"><summary>USER LIST</summary>

<span style="color: rgb(0, 0, 0);">[![image.png](https://doc.uniq365.com/uploads/images/gallery/2025-01/scaled-1680-/nLcimage.png)](https://doc.uniq365.com/uploads/images/gallery/2025-01/nLcimage.png)</span>

<span style="color: rgb(0, 0, 0);">All the users can be viewed in this list. Using the reset password under user list, the customer will be able to mass update the password in all of the company. If you want to change one company only you can utilize company list reset password.</span>

</details><details id="bkmrk-storage-management-d"><summary>STORAGE MANAGEMENT</summary>


<span style="color: rgb(0, 0, 0);">[![image.png](https://doc.uniq365.com/uploads/images/gallery/2025-01/scaled-1680-/qedimage.png)](https://doc.uniq365.com/uploads/images/gallery/2025-01/qedimage.png)</span>

<span style="color: rgb(0, 0, 0);">**Default Storage.** refers to the standard amount of storage provided as part of your subscription plan. This storage typically covers the core data needs of the organization, including essential transactional records, financial data, and operational information, with a set limit on the volume of data that can be stored.</span>

<span style="color: rgb(0, 0, 0);">**Extra Storage.** refers to the additional space allocated to accommodate growing data requirements This extra storage is essential for handling increased volumes of transactional data, historical records, backups, and the addition of new modules or business units within the ERP system. It helps ensure that the system can continue to function efficiently without running out of space, preventing potential data loss, system slowdowns, or disruptions.</span>

<span style="color: rgb(0, 0, 0);">**Used Storage.** Refers to the amount of data space occupied by the various modules and records within the system, including transactional data, financial records, inventory details, customer information, and employee data. This storage contains sales orders, invoices, and product catalogs, as well as like logs, reports, and system backups.</span>

</details><details id="bkmrk-clone-data-under-clo"><summary>CLONE DATA</summary>

<span style="color: rgb(0, 0, 0);">[![image.png](https://doc.uniq365.com/uploads/images/gallery/2025-01/scaled-1680-/Hrjimage.png)](https://doc.uniq365.com/uploads/images/gallery/2025-01/Hrjimage.png)</span>

<span style="color: rgb(0, 0, 0);">Under Clone Data tab, customer can replicate and manage a data from sourcebook to destination account book. It helps businesses to clone Customer/Supplier, Product, Chart of Account, Warehouse, and other data to streamline financial operations, from recording transactions to generating financial reports.</span>

<span style="color: rgb(0, 0, 0);">[![image.png](https://doc.uniq365.com/uploads/images/gallery/2025-01/scaled-1680-/rxJimage.png)](https://doc.uniq365.com/uploads/images/gallery/2025-01/rxJimage.png)</span>

<span style="color: rgb(0, 0, 0);">**Step 1:** Select a source account book, this is where the base account book.</span>

[![image.png](https://doc.uniq365.com/uploads/images/gallery/2025-01/scaled-1680-/puvimage.png)](https://doc.uniq365.com/uploads/images/gallery/2025-01/puvimage.png)

<span style="color: black;">**S<span style="color: rgb(0, 0, 0);">tep 2:</span>**<span style="color: rgb(0, 0, 0);"> Select a destination account book. </span></span>

<span style="color: rgb(0, 0, 0);">**Step 3:** Choose from the data tab information you want to clone</span>

<span style="color: rgb(0, 0, 0);">**Step 4:** Once finalized the data for cloning, hit Clone.</span>

##### <span style="color: rgb(0, 0, 0);">**INVOICE HISTORY**</span>

<span style="color: rgb(0, 0, 0);">[![image.png](https://doc.uniq365.com/uploads/images/gallery/2025-01/scaled-1680-/C4wimage.png)](https://doc.uniq365.com/uploads/images/gallery/2025-01/C4wimage.png)</span>

<span style="color: rgb(0, 0, 0);">Invoice history provides a comprehensive view of all transactions of the customer may it be subscription, renewal or availing additional subscription. Customer can view their invoice and print using this tab.</span>

<span style="color: rgb(0, 0, 0);">[![image.png](https://doc.uniq365.com/uploads/images/gallery/2025-01/scaled-1680-/Yzfimage.png)](https://doc.uniq365.com/uploads/images/gallery/2025-01/Yzfimage.png)</span>

Click download invoice and it will be downloaded to your device.

[![image.png](https://doc.uniq365.com/uploads/images/gallery/2025-01/scaled-1680-/Ejrimage.png)](https://doc.uniq365.com/uploads/images/gallery/2025-01/Ejrimage.png)

<span style="color: rgb(0, 0, 0);">Once you click Pay, you will be redirected to the payment gateway to make payment.</span>

</details><details id="bkmrk-payment-review-histo"><summary>PAYMENT REVIEW HISTORY</summary>

[![image.png](https://doc.uniq365.com/uploads/images/gallery/2025-01/scaled-1680-/SCKimage.png)](https://doc.uniq365.com/uploads/images/gallery/2025-01/SCKimage.png)

<span style="color: rgb(0, 0, 0);">Once the payment has been processed, it will reflect in the payment history.</span>

</details><details id="bkmrk-change-admin-ownersh"><summary>CHANGE ADMIN OWNERSHIP</summary>

<span style="color: rgb(0, 0, 0);">[![image.png](https://doc.uniq365.com/uploads/images/gallery/2025-01/scaled-1680-/svMimage.png)](https://doc.uniq365.com/uploads/images/gallery/2025-01/svMimage.png)</span>

<span style="color: rgb(0, 0, 0);">If there is change in ownership customer can modify the email address in the Change Admin Ownership tab so that new admin will be recognized by the system.</span>

</details>