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Customer Portal - Update Subscription

Update Subscription is where the UNIQ365 Customers can process any amendments of their current/existing subscription. They have the option to update their desired number of User Types and classification, No of Books to Configure and enable other custom functionality.

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1. STEP 1, CUSTOMER DETAILS
It shows the primary Customer Details such as User Code, Given Name, Email, Phone No, Company and Package Selection.
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2. STEP 2, USER TYPE DETAILS
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.

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TYPES OF USERS

  • 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.
  • OPERATIONS USER. User who are assigned this access can only access the operational tabs, which comprises the Sales, Procurement and Inventory module.
  • MOBILE USER. User who are assigned this access can only access the system via a mobile device to run mobile sales and warehouse functions.
  • 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

CAN I ADD/REDUCE NEW USERS AT ANYTIME? 

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

 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.


3. STEP 3, ACCOUNTBOOK DETAILS, EXTRA STORAGE & SPECIAL APPLICATION(CUSTOMIZATION)

Depending on the package they have selected, the details on the quantity of storage and account books will be displayed here. 
In any event, they can access more storage if they've used up all of their subscription storage by modifying the desired add-ons for this steps.

 

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4. STEP 4,OCR, SMS, WHATSAPP AND E-INVOICE LIMIT

Any excess of usage in the package that the customer availed it will be subject to corresponding charges.

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5. Step 5, SUBSCRIPTION SUMMARY

The Subscription Summary will give you an overview of the Summary Payment from Total Number of Users, Total Number of Accountbook, Total Storages and Summary of Special Applications including OCR.

  • Payment Type will be classified by Monthly and Yearly as an Option which includes identification of Duration.
  • Once all are in place and countercheck, the user needs to agree with the Uniq365 Service Agreement & Privacy Policy before renewing.
  • An indication of the validity timeline of the renewal is also indicated on the below right most part of the user interface.

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6. STEP 6, PAYMENT
Renewal Payment Option via CREDIT CARD or PAYNOW.

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