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1. POS Tasks | |||||||||||||
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Products that require assignment are created in POS and require assignment and possibly have age ranges added to POS -
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2. Aspenware Commerce Tasks | |||||||||||||
Products that require assignment are created in Aspenware Commerce and attributes are finalized -
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Confirm that the products that will have Requires Assignment assigned to them are set up with the Age Rules if necessary.
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Update relevant language strings
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Update Content Blocks on Assignment step of checkout via HTML Widgets -
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Ensure Requires Assignment Product Classification is set up at the product level.
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Configure the Assigned to attribute on the PDP
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Configure Add-On Product to Require Separate Assignee than Core Product
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Configure “Fenced” Assignment through Assignment Validated Prompt
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1. POS Tasks
If this product is sold onsite and the POS product requires assignment, and/or has age rules applied to it, confirm that the product requires assignment in the POS and that age ranges are set up.
2. Commerce Tasks
Confirm that the Aspenware Commerce products that will have requires assignment assigned to them are fully configured.
Confirm that the products that will have Requires Assignment assigned to them are set up with the Age Rules if necessary.
3. Settings, Language Strings and/or HTML Widgets for this Feature
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NOTE: For the Assignment text HTML widgets, the text between the code elements, i.e. <p> and </p> is configurable.
Detailed Setup Guide
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Configure Product to Require Assignment in Checkout
(Optional) Configure Product to Offer Assignment Option on PDP
(Optional) Configure Add-On Product to Require Separate Assignee than Core Product
(Optional) Configure “Fenced” Assignment through Assignment Validated Prompt
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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 Classifications. Click 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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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.
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 attribute 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.
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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: 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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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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