How do I set up and manage the JM Care Plan integration with Flawless POS?

Modified on Tue, 7 Oct at 4:11 PM

Access Settings:
- Go to Store > Admin > Apps.
- Find the JM Care Plan tile.
- Click the three-dotted button and select Update Configuration.
Enter Credentials:
- Input API Key, API Secret, Store Code (provided by JM Care Plan).
Set Up Pricing Rules:
- Configure by SKU, Cost, MSRP.
- Quotes auto-apply pricing if SKU matches.
Add During Checkout:
- Add product → tap Add CarePlan.
- Select plan (e.g., 3-Year, Lifetime).
- Plan appears as a separate line item with Plan ID on the receipt.
Notes:
- Apply discounts before adding Care Plan.
- For Special Orders/Pickup Later, re-add Care Plan at pickup.
Custom Pricing:
- Override JM defaults by entering SKUs and pricing in Admin > JM Care Plan.
- If SKU not configured, system uses JM default pricing.
Returns:
- Item returns require the Care Plan to be selected too.
- Refunds prorated by time since purchase.
Reporting:
- Sales appear in Employee Sales Breakdown, Commission Breakdown, and COGS Breakdown Reports.
Save and Finalize:
- Click OK to save your settings.