JM Care Plan Integration in Flawless POS

The JM Care Plan integration allows you to seamlessly offer protection plans during the checkout process and manage care plan sales across your business. This feature supports automated pricing rules, reporting, and accurate accounting. You can also have a look at the video below where we take you through the Care Plan's processes.

JM Care Integration

How to Set It Up 

Enable the JM Care Plan integration:

1. Go to Store → Admin → Apps.

2. Locate JM Care Plan from the list of installed apps.

3. Click the three-dot button on the top-right corner and select Update Configuration.
   

4. In the configuration window, enter your:

   • JM Care API Key
   • JM Care API Secret
   • JM Care Store Code

Note: These credentials are provided directly by JM Care Plan. If you do not have them, please reach out to JM Care support.

Setting Up Price Ranges

Once the credentials are entered, pricing rules can be configured based on SKU, cost and MSRP.

These rules typically look like this: 

Note: When generating quotes, the system will pull the data from JM. If the SKU matches one from your configured list, the corresponding price will be applied automatically. This ensures pricing accuracy by relying on SKU matching rather than manual data entry.

Adding a JM Care Plan During Checkout 

If you’re including a JM Care Plan in the sale, follow this quick example to see how it works. For this example, we’ll walk through checking out an order for a customer and adding a Care Plan before finalizing the sale. 

Add any product to the cart

Once added, look directly underneath the Serial Number or SKU of the product in the cart. You’ll see the “Add CarePlan” option.


Choose a JM Care Plan.

A list of available care plans will appear based on what you’ve configured in your JM CarePlan setup.
For this example, we’ll choose the Jewelry 3-Year Plan priced at $79.99.

Finalize and complete the sale.

The Sale Transaction Date defaults to the current day. Once all items are reviewed, proceed with Checkout and Submit the sale. On the receipt, the JM Care Plan will appear as a separate line item. You can use the Plan ID on the receipt to look up the transaction in the backend via Zing.

Important Note: If the item is marked as a Special Order or marked for Pickup Later, the Care Plan cannot be added during the initial transaction. In these cases, the Care Plan will be removed automatically and must be added when the item is picked up. 

Adding Custom Pricing for JM Care Plans 

If you want to set your own custom pricing for specific JM Care Plan SKUs, you can do so in the JM Care Plan configuration within Admin.

For example, let’s say you add these SKUs:

• JMJLRY02 – for items valued between $100–$199.99 USD

• JMJLRY04 – for items valued between $400–$599.99 USD

• JMJLRY19 – for items valued between $25,000–$29,999.99 USD
  

When a Care Plan with one of these SKUs is added to the cart:

• The system will use the price you specified in Admin (Cost and MSRP fields) instead of the default JM pricing.

• If the SKU is not in your configured list, the system will use the default pricing pulled directly from JM.
  

This allows you to override JM’s default rates for specific SKUs while still keeping JM pricing for all others.

Returning an item with Warranty included

When processing a return for an item which has a warranty attached, you'll notice that the item cannot be selected for the return unless its associated warranty is also selected for return:

Once the warranty is selected as well, the refund amount for the care plan will be calculated based on the time that has passed since the purchase. For example, if an order was made 7 months ago, the care plan refunded amount will be less than what has originally been paid:

Where to Find Care Plan Sales

Sales made with JM Care Plans will reflect across several key areas in Flawless POS:

1. Employee Sales Breakdown Report
   

2. Employee Sales Commission Breakdown Report
   

3. Cogs Breakdown Report
   

4. Care Plans Sales Activity Report (New)

   • This dedicated report displays:
     

     • Sale #

     • Customer name

     • Salesperson

     • Plan Type & Term (e.g., 3-Year or Lifetime)

     • Plan #

     • Start Date and Expiration (for non-lifetime plans)

     • MSRP (retail price of the plan)

Care Plan Sales in the General Ledger

Every sale that includes a JM Care Plan will be posted to the General Ledger, with a separate line item for warranty revenue. This is tracked under a dedicated Warranty Revenue account.

Here’s a breakdown from a sample sale:

• JM Care Plan amount debited to Accounts Receivable

• Warranty revenue credited to Warranty Revenue (GL account)

• Other sale and tax values also logged accordingly

Here's an example of how the warranty revenue would look like if the Warranty Revenue account is mapped:

Troubleshooting

If you encounter any issues when trying to integrate the JM Care Plan, please reach out to  Flawless POS customer support for technical assistance.