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• Ensure that Product Header Codes are configured for any retail items. Each size/color combination needs its own PCHproduct header code. Make a note of these codes for Commerce configuration.

• Configure retail inventory for retail products.

• Configure tax rates for retail products in both Aspenware Commerce and RTP|One. If using RTPConnect, a fixed-rate tax must be created. If using Unity, you have the option to set tax rates by shipping location (different tax rates by region, state/province, or postal code.)  The tax rates by region, state/province, or postal code must be configured exactly the same in both Aspenware Commerce and RTP|One.  Please refer to the tax setup and rules in the INSERT LINK TO TAXES DOCTaxes documentation.

• If shipping fees are needed, set up Product Header Code(s) for those shipping fee items.

• If delivery locations are needed, set up delivery location codes locations and methods and make note of these codesof these codes.
  

Infrastructure Tasks

• If you would like to enable order-level shipping charges, Aspenware must configure your RTP|One shipping product header code in Unity rtp-config.json.  Please provide your Aspenware Representative with the product header code for your general shipping product. (Must be set up prior to selling a product live.)

• If you wish to enable the retail inventory sync scheduled task, which updates inventory in Aspenware Commerce from RTP|One on-hand inventory nightly, Aspenware must configure your retail inventory location code in Unity rtp-config.json.  Please provide your Aspenware Representative with the retail inventory location code you wish to use for the ecomm ecommerce inventory location.   (Must be set up prior to selling a product live.) The retail inventory location code does not need to be the same as the sale location code.  The sale location code can continue to be your existing ecomm e-commerce sale location, and the retail inventory code can be any retail store, or the warehouse , if you have a retail warehouse location configured in RTP|One. 

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• If you do not have a ‘Retail Product’ template already set up, configure a retail product template for your store. In Admin, go to System > templates > product template

  1. Name:  Retail product  

  2. View Path:  ProductTemplate.Retail

  3. Display order:  {any numeric value}

     

• If you are planning to use discounts for retail products, configure any discounts (See the Discount Configuration to configure.)

• Configure tax rates for retail products in both Aspenware Commerce and RTP|One. If using RTPConnect, a fixed-rate tax must be created. If using Unity, you have the option to set tax rates by shipping location (different tax rates by region, state/province, or postal code.) The tax rates by region, state/province, or postal code must be configured exactly the same in both Aspenware Commerce and RTP|One.  Please refer to the tax setup and rules in the INSERT LINK TO TAXES DOC ONCE PUBLISHEDTaxes Configuration Guide.

Detailed Setup Guide

1. Configure Retail Product

2. Configure Retail Product Attributes

3. Configure Retail Tax

4. Configure Retail Shipping/Delivery

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Products must be created for each unique product being sold in the store. Color and size variants will be configured in the Configure Retail Product Attributes section.

• Go to Catalog > Products page in Admin.

• ClickAdd new to create a new product.

• Under the Product Info section update the following fields:

  1. Product name: Enter the name of the product that will be displayed to the guest.

  2. Short description and Long Description: 

     1. Short descriptions allowed- appears on the right on the PDP above ‘add to cart.’

     2. Long descriptions are not supported on retail product detail pages. 

  3. Email Content: This is the content that will display in the email for guests who purchase this product, and will not display on the product detail page. 

     1. Click Tools, then Source Code, and paste/enter text.

     2. Click OK to close the source code window and add any additional formatting in the editor.

  4. SKU (Product Header): If there is only one RTP|One Product Header for the retail item (if there are no size or color combinations), enter the RTP|One Product Header in the SKU field at the product level. If the RTP|One Product Headers are defined at the attribute combination level, which is the case for any retail product with more than one size or color, leave the SKU field blank at the product level.  You’ll configure the product header codes at the attribute combination level for any product with more than one size or color. 

  5. Categories: A product can be organized under one or multiple categories. (See Category configuration for category set up.) 

     1. Subcategories for retail (such as shirts, hats, accessories) are not formally supported but might work depending on your configuration.

     2. A multi-category assignment can also be used.

  6. Published: Check to publish the product. If the product is published and belongs to a published category, it will be accessible publicly.

  7. Product Type: ‘Simple’

  8. Product Template: 'Retail product’

  9. Visible individually: Checked

  10. Available start date: Define this if the product should only be available on in the store for a set time period (e.g. Dec. 1 through Dec. 31). The available start date will be the date that the product becomes visible on the site.

  11. Available end date: Define this if the product should only be available on in the store for a set time period (e.g. Dec. 1 through Dec. 31). The available end date will be the date that the product is not visible on the site. (Core Product Only).

  12. All other fields not noted may remain blank.

• Click Save and Continue Edit.

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• Scroll to the Pictures section (It may be collapsed, click + to expand.)

• Add images for the product.

  1. Upload the file, and once uploaded, click Add Product Picture.

  2. Dimension recommendations for image sizes:

     1. A square photo that is 1x1 (recommended to be 600x600 pixels) and in .jpeg form

  3. The images you add here will display on the PDP as thumbnail options.  They will also be available for an association to the attribute values for color options, as shown below.  

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• On the Edit product details screen for the product, scroll to the Product attributes section

• To add a new attribute (e.g. Size), click Add a new attribute and select the attribute from the drop-down.

  1. Examples of attributes: 

     1. Size

     2. Color

  2. If you do not have these as options in the Attribute drop-down, you will need to add them in Catalog > attributes > product attributes 

• In order to have a product change the picture to match the color attribute selected, you will need to have both size and color attributes on the product.

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• Scroll down to the Values section and assign the image with the appropriate color attribute you would like it to display. 

• Click Save and Continue Edit.

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• Within the attribute combination table, attribute combinations are mapped to SKUs (RTP|One product header codes) and prices. To generate the attribute combinations, go to the Attribute combinations tab under the Product attribute section. 

• Click Generate all possible combinations.

  1. If PHC (SKUS) and/or prices are defined at the attribute combination level, there should now be a combination for every PHC (SKU).
     

     

• Click Edit next to each attribute combination. Update the following fields:

  1. Stock quantity: You may enter the stock quantity if you wish to test out of stock messaging, but remember that the stock quantity for each SKU will be updated daily from the retail inventory sync schedule task, so any values you enter manually will be overwritten by the sync, if the sync is set up for your store.

  2. Allow out of stock: If you select ‘Allow out of stock’ this will allow your product to oversell beyond the on-hand inventory.  If selected, your fulfillment personnel will need to handle the operational matters related to backorders in order to fulfill those retail orders.

  3. SKU (PHC): Enter the correct RTP|One PHC for this attribute combination in the SKU column.

  4. Overridden price: If the product is priced at the attribute combination level, update the Overridden price field with the correct price for that combination.

• Click Save.

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• Edit each attribute combination in this manner until all have been updated. Once, you are finished, each attribute combination should have, at a minimum, a unique SKU(PHC) defined.
  

  

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• For resorts using Unity, if you wish to apply taxes by shipping location, go to Configuration > Tax providers.

• Next to ‘Manual,' click Configure.

  1. Select ‘By Country’ by toggling at the top of the page.

  2. Configure tax by location for each region, state/province, or postal code.  (This will be the tax that is assigned to/set up in the product shell under ‘Price’ in the first step.)

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One or more delivery locations must be set up for each delivery method configured.

• Go to Aspenware Commerce > Delivery to open the Delivery Methods page.

• Click View Delivery Locations.

• Click Add Delivery Location to open the Add Shipping Location page. (The terms ‘Delivery’ and ‘Shipping’ are used interchangeably in Aspenware Commerce.)

• Enter the following details:

  • Name: Enter the name of the delivery location,

  • Description: This can be left blank.

  • Shipping Method: Select the associated shipping method.

  • Code: Enter the RTP|One delivery location Code.

  • All other fields can be left blank.

• Click Add.

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• Click Return to Delivery Methods.

• To assign delivery methods to products click Assign Delivery Methods to Products.

• Choose the appropriate product from the Product dropdown.

• Under Delivery Methods, select the delivery method(s) that should be available for the selected category. Use Ctrl+Click to select multiple methods. If a product should charge delivery fees, make sure the method selected has a location with delivery fees set up associated with it. 

• Click Add.

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