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Products that require customer assignment must be flagged as requiring assignment. Both core and add-on products can be set up to require customer assignment. Typically, for a core product that has add ons booked as part of the product “package,” the core product and add-on products are assigned to the same customer, so the assignment is only asked for on the core product, and it is inherited by the add on products as well. This inheritance can be broken, however, and an add-on product can be set up to be assigned to a separate user when this configuration is desired (skip to section 3 below for configuration steps for setting up distinct customer assignment on add-on products).
Go to Aspenware Commerce > Product Classification > Add Assignment and choose both the Category containing the product requiring assignment from the Category dropdown and the desired product from the Product dropdown.
Do not check the associated attribute values.
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In the Classification table, check Assign for the the ‘Requires Assignment’ classification to Assign it to the product.
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NOTE: The ‘Requires Assignment’ classification cannot be added to add-on products. Skip to section 3 below for configuration steps for setting up distinct customer assignment on add-on products. |
Click Add.
Optional Go to the product editor page and navigate to the Product Attribute tab. (Core Product Only)
Select the AssignedTo attribute, enter [Assigned To] in the Text prompt field, do not select Required, and select the Textbox Control Type.
2. (Optional) Configure Product to Offer Assignment Option on PDP
Products can be configured to display the household module to logged in guests, which can be used to assign household members to products, grouping the assigned products under their name in the cart prior to checkout.
Go to Catalog > Attributes > Product attributes and click Add New to create a new attribute if it doesn’t already exist.
Select the ‘AssignedTo’ attribute from the Attribute dropdown.
Enter ‘[Assigned To]’ in the Text prompt field.
Do not check Is Required.
Select the ‘Textbox’ Control Type.
The Display order does not impact this attribute, so set to 0 or the highest number in the sequence based on preference. (Core Product Only)
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IMPORTANT: Do not add the |
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‘AssignedTo’ attribute to any time-based activity products that leverage quantity selection on the product detail page. |
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3. (Optional) Configure Add-On Product to Require Separate Assignee than Core Product
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First bullet should provide navigation instructions i.e. Catalog >Attributes >Product attributes
Sub-bullet for step 1
Sub-bullet for step a
3. (Optional) Configure Add-On Product to Require Separate Assignee than Core Product
An add-on product can be set up to be assigned to a separate guest from the core product assignment, use a “kids ski free add-on” as an example. In order for an add on product to be assigned to a separate person from the core product, the add-on product must have the “Requires Add-On Assignment” product classification. When set up this way, guests who are uniquely assigned to the add-on product can be required to sign waivers, fill out profiles, meet age restrictions, and complete additional tasks that are necessary for that add-on product fulfillment.
Go to Aspenware Commerce > Product Classification > Add Assignment and choose both the Category containing the product requiring assignment, which is likely the ‘Add On’ Category, from the Category dropdown and the desired add-on product from the Product dropdown.
Do not check the associated attribute values.
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NOTE: Assigning the 'Requires Add-On Assignment' Classification should only be done at the product level and should only be added to true Add-On products. It should not be set at the category level or the attribute level. |
In the Classification table, check the ‘Requires Add-On Assignment’ classification to Assign it to the product.
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NOTE: The ‘Requires Add-On Assignment’ classification cannot be added to core products. Go to section 1 above for configuration steps for setting up requires assignment on core products. |
Click Add.
4. (Optional) Configure “Fenced” Assignment through Assignment Validated Prompt
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Validated prompts are typically used to enforce that a guest previously purchased product N. Some validated prompts require a guest to enter a code and click “Validate,” which “checks” their eligibility, but validated prompts that are set up to “Validate on Assignment” take the leg work away from the guest and check guest eligibility on the assignment of the product - only allowing “eligible” guests to be assigned. This eligibility fencing is supported for both Assignment on the PDP and Assignment in Checkout.
HINT: A validated prompt stored procedure must first be set up in RTP|ONE. This can restrict sales so only certain guests can purchase. Talk to your Aspenware Representative to set this up.
Ensure that setup from step 1 is completed for the “fenced” product prior to starting this configuration.
Go to Aspenware Commerce >Product Prompts and select Add a new prompt.
Enter the following details
Text - Prompt text (will not be visible to customers if set to “Validate on Assignment”)
Code - RTP prompt code (Get from Aspenware Representative)
Prompt type - set to Text string
Validate On Checkout Assignment - Check this.
Is Validation prompt - set to True
Is Required - set to True
Prevent Duplicates - this can be checked or unchecked
Click Add.
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Next, select View Assigned Product Prompts and click Add Product Prompt Assignment
Choose the desired product from the Product dropdown.
From the Product Attribute drop down select All if the same validation prompt applies to the entire product, or if a validation prompt should only be assigned to one attribute selection, select the attribute to assign the prompt to.
Click Add.
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