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Setup Checklist
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1. POS Tasks
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1. Follow the POS standard product setup requirements from Configuration: Product Shell
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2. Aspenware Commerce Tasks
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Setup Checklist
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1. POS Tasks | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
1. Follow the POS standard product setup requirements from Configuration: Product Shell
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Configure Core Product 1. Configure Core product according to product shell standards Configuration: Product Shell with the following additional setup:
2. Add product classification(s)
Update Settings
Additional commonly utilized setup
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Dynamic Pricing Module Configuration 1. Configure Create Pricing Season Type(s)
23. Assign Configure Season Type to product (s)
3. Create Pricing Season(s) Assign Season Type to product
4. Configure Products for Dynamic Pricing
5. Price Product Using Pricing Tool
6. Export/Import Excel Pricing Spreadsheet
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1. Configure Core Product
The following types of products can be set up for dynamic pricing:
Products where price changes depending on the reservation date (e.g. during a certain season, a product is sold at a higher price).Products that are not available every day of the season but do not use inventory pools to narrow available dates.Products that you wish to display the pricing calendar in order to display how much inventory is left throughout the season.^Jenni This should be in Overview and not needed here?
Before dynamically pricing a product, ensure the following is true:
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2. Add Product Classification(s)
Go to Aspenware Commerce > Product Classifications and click Add assignment.
Select the product you created above.
Scroll to ‘Dynamic Pricing Days to Arrival’ and click the Assign checkbox.
Optionally if you’d like to show the large pricing calendar view, scroll to ‘Show pricing calendar view’ and click Assign checkbox.
Optionally you can decide if you want to allow non-consecutive multi-day selection or if you’ll allow consecutive multi-day selections. If neither option is not necessary for your product, skip to the next step.
If you’d like to allow non-consecutive multi-day selections, scroll to ‘Is Non-Consecutive Multi-Day Product’ and click Assign checkbox.
If you’d like to require consecutive multi-day selection, scroll to ‘Is Consecutive Multi-Day Product’ and click Assign checkbox.
Click Add.
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3. Optional Product Setup
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“Season Types” group seasons together to assign to products (e.g. a Lift Ticket Season Type may be assigned to lift ticket products and include a Lift Ticket Weekdays Season and a Lift Ticket Weekends Season.)
Go to Aspenware Commerce > Dynamic Pricing > Seasons
Click Seasons (button in the upper right corner)
Click Season Types (button in the upper right corner)
Specify the Season Type Name and click Add.
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NOTE: Currently, each season can only be assigned to one season type. If product A and product B both use the Saver Season, but product A’s seasons are Saver, Off-Peak, and Holiday, and product B’s seasons are Saver and Regular, then create a different season type to assign to product A and B. Two Saver seasons will also need to be created, one for the season type that will be assigned to Product A, and another for the season type that will be assigned to Product B. |
^Jenni? what is this?
2. Assign Season Type to product
Go to Aspenware Commerce > Dynamic Pricing > Seasons > Season Types > Assign Products to Season Types
Select the desired Product
Select the Season Type
Click Add
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3. Create Pricing Seasons
Pricing Seasons are created so that dates can be blocked together when updating pricing for a product in the dynamic pricing tool. These should be set up prior to pricing the product. Pricing seasons are assigned to pricing season types that are assigned to products.
Go to Aspenware Commerce Plugins > Dynamic Pricing
Click Seasons (button in the upper right corner) and specify:
Name: Enter the name for the season (ie: weekends, weekdays, whole season, etc)
Display Order: (optional) used to determine the display order in Admin.
Season Type: Select the Season Type created above.
Click Add.
Select Set Datesbeside the newly created season (table is organized by display order).
Navigate to the first month and year with dates included in this season. Highlight the appropriate dates in the left column.
Select multiple dates in a row using the Shift key; select multiple non-consecutive dates using the Command key on a Mac and Control on a PC. When all the desired dates in the month are selected, select the > arrow key in the center of the modal.
Continue for each month within the season you are planning to have sales for and when complete, select Save.
Season names, display orders, season types can be edited and de-activated/activated by selecting Edit. To edit dates, select Set Dates.
4. Configure Products for Dynamic Pricing
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Setup Override Windows
On the Seasons page, click Dynamic Pricing and search for the desired product.
Select Edit Override Windowswithin the desired product’s row.
Days to arrival windows are defined here (e.g. rules like unique pricing for day-of purchasers, within 48-hour purchasers, outside of 48 hours, etc.)
Override Window setup depends on pricing window rules. Specify the following for all of the days to arrival windows for the product:
Window Title: Enter a descriptive name for the window (ie: “Day of Pricing”)
Display order: Set to 101 for the window that is closest to the start date, 102 for the next furthest window out, and so on. For example, 101 for Day of Pricing, then 102 for the 7 days out until the day before pricing, 103 for the 14 days to 8 days before pricing, etc. 100 should not be set as “Base” will appear automatically and is reserved for 100.
Days out start: This is the number of days from the arrival date when the pricing will apply. For example, if setting up an ‘outside of 48 hours’ window, set this to 2 and it will apply two days out from the arrival date if there isn’t a more specific (closer to arrival date) level set that applies to the reservation date.
Days out end: Set to 100000. Do not set this to a value higher than 100000.
Track Quantity: Check this for all override windows. Checking this will cause the Type drop-down to appear.
Type: select ‘Price’, do not select 'Percent.'
Click Add.
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Once all Override Windows are added, and if you are not using tiered pricing, the product can be priced. (If you are using Tiers scroll down to the “Setup Pricing Tiers (Optional)” section.)
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NOTE: If all “Days Out Start” date ranges are not fully encompassed then the earlier date will be used. For example, in the screenshot above if a guest buys a product 3 days prior, then the pricing will fall under the “3 - 2 days out price” window. |
^Jenni - Does this note make sense? And are there any risks to not have all dates overlapping? Like could $0 tickets be sold? I feel like I’ve seen $0 tix sold with this config.
Setup Pricing Tiers (Optional)
Tiers can be used to set limited quantities at discounted pricing.
Go to Aspenware Commerce > Dynamic Pricing > Search for your product > and click Edit Tiers.
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Tier Title: enter “Tier 1” for the initial tier customers will buy from
Description:enter “Tier 1” for the initial tier customers will buy from
Display Order: enter “1” for the initial tier customers will buy from
Then click Add.
Repeat this process by adding “+1” for each required tier. In the example below products will sell through tier 1 then through tier 2.
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5. Price Product Using Pricing Tool
Go to Aspenware Commerce > Dynamic Pricing in Admin.
Search for the product using the Product name field (e.g. type “ticket” to find lift tickets).
Find the desired product’s row and click Edit Pricing.
Set Base Pricing
Base pricing is used to show the %savings the customer is receiving by buying online. Configuring base pricing is required.
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In the pop-up enter the price that will be used as the base price aka ‘window rate’ and click Update.
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NOTE: Depending on the amount of attributes and the number of dates being input this can take a few minutes for the data to save into the system. |
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Optionally, individual date(s) can also be modified by selecting the date(s) on the calendar then clicking Edit Date Range. There is also a “Month View” toggle on the calendar that can be used to see a wider set of date ranges.
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Quantity: enter 10,000. If sales surpass this number then products will be sold for $0. (see BLUE highlighted area in screenshot below).
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#: enter the quantity to be sold at this tier (see GREEN and BLACK highlighted areas in the screenshot below)
Once all fields are completed click Update
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NOTE: If you are using multiple override windows and tiers, tiers always have their own individual available quantities. So if 1 day out sells through tier 1 and begins selling into tier 2, day of pricing will still start at Tier 1. |
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Optionally, individual date(s) can also be modified by selecting the date(s) on the calendar then clicking Edit Date Range. There is also a “Month View” toggle on the calendar that can be used to see a wider set of date ranges.
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NOTE: You will need to manually clear the cache in admin in order for your price changes to appear in the store to guests. |
Jenni - Does “Show Grid” do anything and should we bother mentioning here?
6. Export/Import Excel Pricing Spreadsheet
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Once a product is “dummy priced,” or priced with real values, the pricing export can be download and re-imported.
Go to Aspenware Commerce > Import Pricing search for the desired product using the product name, category or both.
If the product is set up with tiered pricing, there will be two buttons under Import Pricing. Products that have tiers require downloading and uploading two separate spreadsheets.
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3. End Date: enter the last date you want to update
4. Click Prepare Import Spreadsheet
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NOTE: only dates and attributes you have priced or “dummy priced” will show up in the excel file. |
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Once the pricing spreadsheet updates are completed and saved in a CSV format, it can now be uploaded.
Go to Aspenware Commerce > Import Pricing search for the desired product using the product name, category or both.
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3. End Date: enter the last date you want to update
4. Click Import Pricing Spreadsheet
5. Click Ok
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NOTE: Likely you will define the same date range as downloaded before. Once uploaded a message will appear detailing how many rows were affected; you can check your Excel file to ensure the total number of rows matches. |
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If the product being priced doesn’t have tiers, the import is complete. Be sure to check the product in the Dynamic Pricing plugin to ensure prices were properly updated as expected.
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