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Setup Checklist

Prerequisite Tasks

1. POS Tasks

• RTP - The product must be a fully configured product in the POS system and able to be sold in ONE|Resort.

  • General tab

    • Product is active

    • The appropriate Security level is set at or below the Aspenware User security level.

    • Optionally set the Validate Customer Procedure if needed for features such as Arrival tablets

  • Sales Locations

    • Appropriate Sales Location for Aspenware is assigned

  • Components

    • Required Component(s) for the product have been added.

  • Sales Channels

    • The appropriate Sales Channel for Aspenware has been added.

  • Pricing

    • Pricing date ranges and/or pricing seasons are valid.

  • Rules

    • Optionally add any rules the product may require (ie Customer Required, PUB/Skiosk, etc) added to the product

• Siriusware - The Item must be a fully configured product in the POS system and should be able to be sold on Sales.

  • Salespoint Type

    • Item is available to be sold from Web Sales

  • Restrictions

    • Available Sales Dates has the Item priced for the current season

  • Items

    • Item is added to the Item Tree being used by the Online Salespoint

2. Infrastructure Tasks

• Connectivity between Aspenware Commerce and the POS system has been fully established through Unity. This should have been completed during the implementation of your store.

3. Aspenware Commerce Tasks

• The Category that the product will appear under needs to be created and published.

• Optional features such as Roles, Multiple Stores, Discounts, and Tax Category, etc must be configured in advance to be applied to the product.Create a core product.

• Create a hidden category for add-ons if one does not already exist.

4. Settings, Language Strings, and/or HTML Widgets for this Feature

• This setup does not require additional setup for Settings, Language Strings, or HTML widgets.

Detailed Setup Guide

1.

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The Products page can be used to create new products, edit existing products, and delete products.

• To create a product, go to Catalog > Products > Add new

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• Ensure the top left slider is displayed as Advanced. If Basic is showing then click Basic and Advanced will now show.

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2. Complete Required Product info fields

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• Product name: The value input here appears on the product card and PDP. Only {alphanumeric}

  values are accepted.

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• Short and long description: The short description appears on the product card and directly below the product name on the PDP. The long description only appears on the PDP and is separated in this field by manually typing in the pipe character “|”. Both short and long descriptions can utilize most aspects of HTML, but HTML is only visible on the PDP.

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• Email description: Click Tools > Source code and in the pop-up window add your HTML text. Once complete click Ok. The Email description box is the content that displays on order confirmation emails when a guest buys a specific product. If a guest purchases different products in a single order then each product’s email description box’s content is included in the order confirmation email. The email description does not display on the PDP and will never appear on order confirmation emails for add-on products.

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• SKU: Enter the POS product ID in the SKU field. When a guest completes an order this will map to the specified product ID in the POS and sell the guest that product. If the product requires multiple product IDs, (different product IDs based on age-range for example), then leave the SKU field blank as this will be mapped later at the attribute combination level.

• Categories: Click this field to select the category(s) or sub-category(s) that this product should fall under. Only categories that have already been created will appear here. If you are creating an add-on product then select a hidden category. (see category configuration section if you need to add a new category or a hidden category).

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• Published: If checked, this product will be accessible on the site. If the category it is associated with is also published. If unchecked, this product will not be accessible on the site.

• Product type: Leave as “Simple”.

• Product template: Leave as “Simple product”. If you are setting up a Retail product, set to “Retail” and refer to the documentation on setting up a retail product.

• Customer roles: If any guest should be able to view this product, leave the field blank. If this product should only be visible to specific guests, select the corresponding role(s) associated with those guests.

• Limited to stores: If you are running only one store, leave blank. If you are running multiple stores and want this product only visible to guests on specific stores(s), select the corresponding store(s) the product should be displayed on.

• Available start date (UTC): Optionally defines the date & time in UTC the product will become visible on the site. Leave as blank if you want the product to be visible immediately. To set a date click the Calendar icon and select your desired date, to set a time click the Clock icon and set your desired time.

• Available end date (UTC): Optionally defines the date & time in UTC the product will become not visible on the site. Leave as blank if you do not want an automated date & time to remove the product for purchase. To set a date click the Calendar icon and select your desired date, to set a time click the Clock icon and set your desired time.

3. Complete Required Price fields

• Enter the required product info in the Price fields. If the Price drop-down is not expanded, click Price to display the fields in this section.

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• Price: If this is a simple product, enter the product’s price here. This will be the selling price sent to the payment provider and POS system. If the store’s theme is configured to display a price on the product card, this will also display as the price on the product card.

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• Discounts: Leave blank if you are not offering discounts on this product. If you are offering discounts on this product, select the desired discount(s) you have pre-configured from this dropdown.

• Tax exempt: If the product is tax-exempt check this box. If the product has tax then uncheck this box.

• Tax category: Appears when “Tax exempt” is unchecked. Select a pre-configured tax category to apply that tax rate to this product.

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4. Complete Required Shipping fields

• Enter the required product info in the Shipping fields. If the Shipping drop-down is not expanded, click Shipping to display the fields in this section.

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• Shipping enabled: Leave unchecked. If setting up a retail product see the Retail product configuration guide.

5. Complete Required Inventory fields

• Enter the required product info in the Inventory fields. If the Inventory drop-down is not expanded, click Inventory to display the fields in this section.

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• Inventory method: Leave as “Don’t track inventory”. If setting up a retail product see the Retail product configuration guide.

• Minimum cart qty: Enter the minimum product quantity a guest must select to add this product to their cart. If a value greater than 1 is entered and the “Allowed quantities” setting below is not configured, then guests will not be able to add the product to their cart.

• Maximum cart qty: Enter the maximum product quantity a guest may add of this product to their cart.

• Allowed quantities:

  • If left blank, then guests will only be able to add one product to their cart at a time by clicking the “add to cart button” on the PDP.

  • If looking to add inventory limitations, enter comma-separated numeric values. This allows guests to add multiple products to their cart at a time, this also dictates the exact value range of product quantities a guest can add to their cart. For example, “1,2,3,5” would only allow the guest to add those exact values to their cart, meaning they could not add a total of 4 or 6 of the same product to their cart. This also only restricts cart values to the core product or each unique product combination. From the example above, a guest could add 5 Adult Passes to their cart and also add 5 Child Passes to their cart and complete checkout since those are interpreted as different products. This also does not prevent a guest from going through checkout multiple times to get around cart quantity restrictions.

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6. Upload Images in Pictures fields

• If the Pictures drop-down is not expanded, click Pictures to display the fields in this section. The Picture fields control the image used on the product card and PDP when the resort’s theme is set up to display here. As described in the product attribute feature configuration article, this is also where icon images are saved so they can later be added to selected attribute values for display on the PDP.

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Step 1 (Required): Adding a product image

• Upload a file: Click Upload a file then select an image from your computer to upload. (specs: 1700 x 700 px and 275 KB)

• Alt: Leave as blank

• Title: Leave as blank

• Display order: Leave as 0

• Add product picture: Click Add product picture and the initial image is now saved to this product.

Step 2 (Required): Adding product image(s)

• If your theme is a single static image: Repeat Step 1 above with the same image already used. You must also repeat the “Upload a file” step even though it looks like you can simply click the “Add product picture” button.

• If your theme scrolls through multiple images on the PDP: Repeat Step 1 but you may choose a different image that guests can scroll through on the PDP. You must also repeat the “Upload a file” step even though it looks like you can simply click the “Add product picture” button.

Step 3 (Optional): Adding icon image(s)

• Upload a file: Click Upload a file then select an image from your computer to upload. (specs: 40 x 40 px.)

• Alt: type “icon” in this field

• Title: type “icon” in this field

• Display order: type “20” in this field

• Add product picture: Click Add product picture

7. Skip the Product attributes fields

8. Skip the Specification attributes fields

9. Skip the Gift card fields

10. Skip the Downloadable product fields

11. Skip the Rental fields

12. Skip the Recurring product fields

13. Complete the SEO fields

• If the SEO drop-down is not expanded, click Seo to display the fields in this section.

• Search engine friendly page name: Enter the value that will define the ending portion of the product’s URL.

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• Meta title: Enter the value that will appear on the product card when the store’s theme is configured to show meta-text. Character limits depend on the theme’s font size/styling and the guest’s screen size.

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14. Skip Related product fields

15. Skip Cross-sells fields

16. Skip Purchased with orders fields

17. Skip Product vouchers fields

18. Click the Save and Continue Edit button

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• Click Save and Continue Edit in the top menu bar to save the changes you have made.