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1. POS TASKS | |||||||||||||||||||||||||||||||
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1. Set up Subscription Product Headers and Hotlists
2. Set up Validated Customer Procedure
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2. INFRASTRUCTURE TASKS | |||||||||||||||||||||||||||||||
Infrastructure Task 2 -
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3. COMMERCE TASKS | Commerce Task 3 - |||||||||||||||||||||||||||||||
1. Ensure that Subscriptions Plugin is Installed
2. Add the Is Subscription Classification
3. Create Dummy Product for Subscription Monthly Payment Product
4. Configure Subscription Types
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Language String, Setting, HTML widget, etc. Task 4 -
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Configuration Task 5 -
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Configure subscription product headers in RTP|One as simple products that contain a single access component. Because these are ongoing charges that are triggered from the Aspenware Commerce subscription tool to Payeezy or Square, the only charge that will be reconciled to RTP|One is the first deposit charge paid when the order is first placed. Subsequent monthly charges are not sent back to RTP|One. Therefore, the product pricing setup in RTP|One is very simple.
Configure two Freeze and Cancel hotlists in RTP|One and make note of the respective codes. When a charge fails, or when membership is frozen or canceled, subscription access is hotlisted with either the Cancel or Freeze hotlist, depending on the reason. Hotlists are also removed when subscription statuses go back to “active.”
Configure subscription product headers with access.
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NOTE: Only supports later hotlisting a single access code, so only one access component should be assigned to subscription products. |
Set up Freeze hotlist
Set up Cancel hotlist one access component as hotlisting supports single access code use.
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NOTE: The cancel hotlist code will be set to RTP|One in the event that a subscription is canceled by an admin OR if the card on file fails a monthly payment. If clarification is needed as to whether the guest is still in the window where they can update their card and re-activate their access, check the Aspenware Admin tool to see if the Subscription status for the enrollment is failed-declined or canceled. If it is failed-declined, the guest can simply update their card in my account to remove the hotlist. |
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Validated Customer Procedure - Like validated prompt but allows restriction on assignment. These require custom SQL and Aspenware support.
Custom configuration can be added to the RTP|One stored procedure that prevents assigning the same person the same product type on the same day in subsequent orders.
If taking advantage of this rule, may need to add a rule to product headers.
Can be built in a way to use onsite
Redemption product header creation may be required (for onsite redemption, add the same validated customer procedure as used online.)
Infrastructure Tasks
Infrastructure Task that must be completed first. Remove section if not required
Commerce Tasks
AW Commerce task that must be completed first
Settings, Language Strings and/or HTML Widgets for this Feature
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Settings
AW Commerce Settings that must first be completed
Language Strings
AW Commerce Language Strings that must first be completed
HTML Widgets
AW Commerce HTML Widgets that must first be completed
Detailed Setup Guide
Step 1 Header
Step 2 Header
1. Step 1 Header
First bullet should provide navigation instructions i.e. Catalog >Attributes >Product attributes
Sub-bullet for step 1. Every step and click should be detailed so that someone could follow with little prior experience.
Sub-bullet for step a. Include screenshots of the step and use skitch to mark up screenshots. It can be downloaded here: https://www.techspot.com/downloads/5705-skitch.html
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Hint: Age Range Types should also be adjusted year over year. If age ranges are calculated based on Trip Start, then they will not need to be updated. Once completed for all required age range types move on to create Age Range. |
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Note: When possible use notes, warnings, and hints within info panel macros. See https://aspenware.atlassian.net/wiki/pages/resumedraft.action?draftId=781156460 for more details on these. |
2. Step 2 Header
First bullet should provide navigation instructions i.e. Catalog >Attributes >Product attributes
Sub-bullet for step 1
Sub-bullet for step a
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DELETE CONTENT AFTER THIS LINE
go to the Glossary page and add the key terms Excerpt Include that you added for your configuration guide.
To add the feature terms to the Glossary, navigate to the glossary and add a header for your feature using an H2. Select the + and then select …view more. Search for Excerpt Include and in the Page Containing the Excerpt search for “Configuration: [FEATURE]” select to hide panel, preview and add.
How-to Guide of this page can be found here: [Internal] Configuration page Setup Guide
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Work with your Aspenware Representative to configure Subscription Processor Azure Function test and prod. The Subscription Processor Azure Function needs to connect to the Aspenware Commerce database and API, so it needs to be whitelisted/given permission to Nop. Aspenware will configure how often the subscription processor runs (req. every 30 seconds). Charges mostly happen at 12:01 am, however, the processor is set to run frequently. If someone updates their card in my account and they are in a declined status, it will charge them immediately, which will allow someone to fix their card on premise and use facilities immediately.
Commerce Tasks
1. Ensure that Subscriptions Plugin is Installed
Ensure that the Subscriptions plugin has been installed by your Aspenware Representative. Go to Configuration > Local Plugins search for the Subscriptions plugin. If plugin is not installed (matches image below), contact your Aspenware Service Representative.
2. Add the Is Subscription Classification
Add the Is Subscription classification if not already set up as a product classification. Check that the Is Subscription classification is not already set up before adding a new one.
Go to Aspenware Commerce > Product Classifications.
Select Add Classification in the upper right-hand corner.
Enter the following on the Classifications page:
Name : Is Subscription
Description: Assign this classification to Subscription Products Only
Is Subscription: Check
Leave all other checkboxes unchecked.
Click Add. THIS PAGE DOESN’T HAVE AN ADD BUTTON
3. Create Dummy Product for Subscription Monthly Payment Product
Go to Catalog > Products page in Admin.
ClickAdd new to create your new payment product.
Define the following values for this newly created add on product before saving the product:
Product name: This is the product that will be “sold” with each month’s charge and upon successful charge will be in the order table of the successful charge confirmation email. Suggested to name it something like “Subscription Monthly Payment.”
Short and Long description: Leave Blank.
Email description: Include anything that should be sent to customers in their monthly charge email. For example: “Your membership for this month has been successfully charged. Membership charges will occur every month on the same day of the month you originally purchased your membership. Tax is included in the price of the product.”
SKU (Product header): LEAVE BLANK
Categories: Make sure this is not added to a published category.
Published: Check this
Limited to stores: Leave blank
Available start/end dates: Leave blank
Price: Must be $0
Discounts: Leave blank
Tax Exempt: Check this. Subscription product CANNOT BE CONFIGURED WITH TAX.
DO NOT set up product attributes.
Click Save and Continue Edit.
Copy down the Product ID. This can be found in the URL of the product editor page. This ID will be used in the next step to define the subscription charge product in a setting.
Go to Configuration > Settings > All Settings and define the monthly payment charge product you just created as the value for the setting subscriptionsettings.subscriptionproductid
Setting | Value |
subscriptionsettings.subscriptionproductid | ID of the subscription charge product (Taken from the page URL in the previous step.) |
4. Configure Subscription Types
Settings, Language Strings and/or HTML Widgets for this Feature
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Settings
Use this setting as described in Prerequisite Commerce Step 3.
Setting | Value |
subscriptionsettings.subscriptionproductid | ID of the subscription charge product |
Language Strings
Updating the content for the area of My Account where guests can manage and view their subscription credit card.
Go to Configuration > Languages page in Admin.
ClickEdit in the English row.
From the Edit Language details - English page, click the String Resources tab.
The following content is configurable through Language String resources.
Language String | Value | Location |
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account.subscriptions | Subscription Card Management | Within My Account, this is the Title for the page to manage cards associated with subscriptions. |
account.subscriptions.description | {Description around updating cards and terms of memberships} | Within My Account, this is the description for the page to manage cards associated with subscriptions. |
Account.Subscriptions.Selectmessage | Select subscriptions to update the payment credit card. | Within My Account, this is the message to help guests navigate selecting subscription products they would like to update. |
Account.Subscriptions.NoSubscriptions | You have no subscription products. | Within My Account, thisis the message that shows if guest doesn’t have subscription products for themselves or anyone else in their household. |
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HTML Widgets
AW Commerce HTML Widgets that must first be completed
Detailed Setup Guide
Step 1 Header
1. Step 1 Header
First
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