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Setup Checklist
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1. POS TASKS
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POS Task 1
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2. INFRASTRUCTURE TASKS
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Table of Contents |
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Setup Checklist
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1. POS Tasks | |||||||||||||||||||||||||||||||||||||||||||
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Create ‘IsRenewal’ Product Classification -
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Create Product Shell(s) for all renewal products (note these products cannot have core product attributes added to them)
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Confirm the following product classifications are added-
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Update the following language strings
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The ‘Renewal Homepage Banner’ is configured in HTML widgets
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1. Create Renewal Product(s)
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colour | Red | title | Required2. Add Product Classifications to Renewal Product(s)
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Required Requires Assingment
Is Renewal Product
Renewal Lock
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Complete product setup, adding waivers, and other set up.
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NOTE: To adjust shop’s display order for renewal products: Display order is determined by the display order of product headers associated to the product component in product component link setup in RTP. |
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Commerce Tasks
Create the' IsRenewal' Product Classification if it doesn’t already exist
Go to Catalog > Attributes > Specification attributes and click Add New to create a new attribute if it doesn’t already exist.
Name it ‘IsRenewal’
Save it
Product Shells for Renewal products renewal product(s) should be created according to the configuration guide.
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Confirm that the following product classification(s) are created.
The ‘Is Renewal Product’ Product Classification must be added as a classification if not already set up as a product classification.
To set the ‘Is Renewal Product’ Product Classification up as a new classification go to Aspenware Commerce>Product Classifications and select Add Classification and define the following fields as follows
Name: Is Renewal Product
Description: Assign this classification to renewal products.
Select the checkbox for Is Renewal
Click Add.
The ‘Renewal Lock’ Product Classification must be added as a classification if not already set up as a product classification.
To set the ‘Is Renewal ‘Renewal Lock’ Product Classification up as a new classification go to Aspenware Commerce>Product Classifications and select Add Classification and define the following fields as follows
Name: Renewal Lock
Description: Assign this classification to renewal products.
Select the checkbox for Renewal Lock
Click Add.
Language Strings
Go to Configuration > Languages > English > String Resources, whereyou can set specific language strings that apply to the renewal page. Use the following language strings to edit what customers see in the following scenarios.
If a customer does not have any eligible products, they will see configurable messaging on the renewals or linked product page.
If they are not logged in, they will not see any products and will be shown configurable messaging on the page.
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An HTML widget can be enabled that displays below the category bar and shows configurable messaging that links to the renewal or linked products page for logged in customers and to the login page for users who are not signed in. From Nop Templates > Plugins > HTML Widgets > Manage HTML Widgets, select to edit, or create a new widget for, ‘Renewal Homepage Banner’ widget. From Tools > source code, you can paste in or edit the HTML. The HTML that is configurable is in blue below.
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Renewal Homepage Banner |
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Detailed Setup Guide
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Step 1 Header
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Create Renewal Products
Add Product Classifications to Renewal Product
1. Create Renewal Products
This task assumes that the prerequisite task of configuring the product shell for the renewal products has been configured according to this Configuration Guide.
Go to Catalog > Products and choose to Edit the product.
Assign the product to a category that has been set up to be hidden. (Instructions on hiding a category here)
These products are set up as very simple products, so define the SKU and Price in the Product info section, unless they are going to be leveraging Aspenware Payment Plan functionality.
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NOTE: IF a product is a renewal product and is going to leverage Aspenware Payment Plan functionality, the following setup is recommended because these products cannot have the product defined on the product info tab and must have the SKU and price defined in the attribute combination table.
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Go to the Attributes section and click Add a new attribute Add a new attribute to add the AssignedTo attribute. This will lock down the assigned customer so that guests cannot change these options.
From the Attribute drop-down, select ‘AssignedTo’
Enter ‘{ "lock": true } [Assigned To]’ in Text Prompt field
Set Control Type to 'Text'
Click Save and Continue Edit
From here, add additional simple Add desired add-on products to the product. Renewal products A renewal product cannot have a core attribute that has more than one optionadded to it, but can have add on attributes. Follow the configuration guide for simple add-on products to add standard add-ons to the renewal product.
Add the AssignedTo attribute to this product
On the assigned to attribute, add. This will lock down the assigned customer so that guests cannot change these options. Ensure that your control type is “Textbox”
In all other attributes, re-enter the name of the attribute. Text needs to be included in the text prompt fields for all attributesAttributes used to associate add-on products to renewal products must use the Control type of ‘Checkboxes’
to the renewal product.
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IMPORTANT: For renewal products, something needs to be typed in the Text prompt field for EVERY attribute, though this will not show for customers. |
You can set up add-on products on Renewal products, but they must be control type checkbox and can only use non attributed add on products ( See page 16)
Next from the Specification attributes tab, add the IsRenewal specification attribute to the product. Check Show on product page before adding. This specification attribute ensures that people cannot add these products to their cart if they access these products from a page other than the gated renewal page.
Next, from the Aspenware Commerce Plugins>Product Classifications>Add Assignment page in Admin, select the hidden Category and the renewal product requiring assignment from the category and product dropdowns. Next. open the Specification attributes section and select Add attribute to add the ‘IsRenewal’ specification attribute. This will ensure that if someone does somehow locate the standard PDP for this renewal product they will not able to add to the cart, and this product can only be added to the cart through the gated renewal page.
Choose ‘Custom text’ from the Attribute type drop-down.
Select the ‘IsRenewal’ attribute.
Type ‘Yes’ in the Value field.
Check Show on product details page
Save it.
Save the overall renewals product.
2. Add Product Classifications to Renewal Product.
Go to Aspenware Commerce > Product Classifications > Add Assignment, and select the hidden Category where the renewal product lives, and the renewal Product requiring assignment.
In the Classification table, click the Assign checkbox for Renewal product and Renewal lock classifications
Products flagged with these twonext to the following classifications
'Requires Assignment''
‘Is Renewal Product’
'Renewal lock'
Click Add.
HINT: Products flagged with the renewal classifications will only be available on the (store URL)/renewal or (store URL)/linkedproducts pages if the logged-in customer has previously purchased an RTP product component that links to this current product via
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product component
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link configuration.
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