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Altering the Price of Unpaid Standard Permits

Introduction

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Sometimesarticle it may be necessary to changedescribes the priceprocess for editing the cost of aan unpaid standard permit beforefor ita hasspecific beenuser. paidThis feature allows administrators with the proper permissions to make one-time price adjustments for anda processed.single transaction without affecting the permit's default price for other users. 

Setup & Configuration

InFor paidan permits,administrator to use this processfeature, requirestheir user role must have the existingEdit paymentUnpaid bePermit adjusted.Cost Beforepermission enabled.

  • Go to System Configuration, Admin Management, then click Manage Roles.

  • Select the permitadministrator hasrole beyou paid,wish theto changemodify.

    can
    • be
  • made directly

    Go to the permitpermissions reservation.list for that role.

  • ChangesLocate madeand enable the Edit Unpaid Permit Cost checkbox.

  • Save the changes to the role.

Using this Feature

Once the permission is enabled, the price of an unpaid permit will only affect the single booking for the current user. The general price of the permit will not be affected, and the next user who books the permit will have the default price assigned to their booking.

Permissions

For an admin to have the option to alter the price of an unpaid permit, they must have the proper permission enabled for their account.

Find the admin permissions page under the menu tree:

  • System Configuration -> Admin Management -> Manage Roles

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Open the permissions list for the admin type, and click the third menu option (with the vehicle).

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The permission will be found near the bottom of the list.

It is called Edit Unpaid Permit Cost.

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Admins with this role will now be able to edit the price of unpaid standard permits.

Editing Permit Prices

One the admin has the permission enabled, unpaid permits can be editedchanged from two locations:different locations in the Admin Portal.

Editing During Permit Reservation
  • Directly on the permit reservation page.
  • From the permit info page.

Permit Reservation Page

WhenWhile booking a permit for a user, admins withclick the permission enabled will see an edit cost button that appears next to the permit cost.price.

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  • PressingIn the buttonfields willthat open the option toappear, enter a new price for the permit.

    image.png

    The menu will show an area for the new price,price and a comment about whyexplaining the pricereason is being updated.

    The permit can then be booked as normal.

    The permit will appear infor the user'schange.

    cart

  • Proceed with the altered price.

    image.png

    Permit Info Page

    Permits that have already been booked but not yet paid for can have their price edited by openingbooking the permit infoas page.normal. ThisThe pageadjusted canprice will be found by clicking on the name of a permit alreadyreflected in the user's cart.

    image.png

    • Editing from the Permit Information Page

    • ThisFor willa permit that is already in a user's cart but remains unpaid, navigate to the cart and click the permit name link to open the permitPermit infoInfo page.Page.

      image.png

    • LikeClick the reservation page, admins with the correct permission enabled will see an edit cost button.

    • Clicking this will openEnter the new costprice menu.and a comment.

    • image.pngClick the Update Permit button to save the change.

    TheViewing changedPrice Change History All changes made to a permit's price are logged for auditing purposes. You can thenview bethese savedchanges by pressingin the updateuser's permitprofile button.

    under

    Commentsthe Recent History and Standard Permit History sections. Any comments entered here or whenduring the permitprice waschange reserved canwill also be found on the permit info page, located below the info boxvisible in the notes box.on the Permit Info Page.

    image.png

    Viewing Price Change History

    Changes

    Best madePractices to& Considerations

    • This feature only affects unpaid permits. Once a payment has been processed, the price cannot be changed using this tool. Any adjustments for paid permits must be handled through a separate financial adjustment.
    • Always enter a clear and specific comment when changing a permit price. This provides an unpaidessential standardaudit permittrail willfor appearother inadministrators theand historyfor sectionresolving ofany thefuture user'sbilling account.

      questions.

      • The changes can be seen in recent history:

      image.png

      And the changes can also be seen in standard permit history:

      image.png

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