Setup Checklist
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2. INFRASTRUCTURE TASKS | Infrastructure Task 2 -
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title | Example of Infrastructure Task |
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Confirm that the Azure function app is setup and configured to the desired frequency. 1. POS TASKS | POS Task 1 Expand |
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| Products that need age ranges assigned are created in POS and have age ranges added to POS |
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title | Prerequisite |
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COMMERCE TASKS | |
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Add or update the setting OrderSettings.CollectMissingCustomerInfo to True - | Status |
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title | Prerequisite |
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title | Example of Commerce Task |
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| Confirm that the Aspenware Commerce products that will have inventory assigned to them are fully configured with the correct attributes - |
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colour | Yellow |
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title | Prerequisite |
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Language String, Setting, HTML widget, etc. Task 4 - Expand |
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title | Example of Setting Task |
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Ensure the setting ‘ecommercesettings.productinventory.cachetime’ is set to your desired cache time Update the following language strings ‘Aspenware.Commerce.MissingCustomerInfo’ and ‘Aspenware.Commerce.MissingCustomerInfo.Description’ -
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title | Prerequisite |
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Configuration Task 5 - Expand |
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| title | Example of Configuration Task |
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Inventory is mapped to product or product variant in the Inventory Pool plugin
Code is entered
If using location in RTP, location code is entered Select customer form fields to capture as additional data from the customer settings page. - | If multi day product, number of days is defined | Red |
title | Required |
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If using non default lock time of 900 seconds, the desired lock time is configured.
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title | Detailed Setup |
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Prerequisite Tasks
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POS Tasks
POS Task that must be completed first
Infrastructure Tasks
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Commerce Tasks
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Settings
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and Language Strings
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for this Feature
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| AE:Setting, Language String and/or HTML Widgets for this feature |
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| AE:Setting, Language String 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
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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From the Aspenware Commerce Plugins>Age Range page in Admin, click View Add Range Types in the upper right corner. Click Add Age Range Type. Enter a name and description for the age range type. To set the date used to compare the customer’s age to the required age range, select: Calculate from Trip Start (this age range type is likely already configured), or Calculate from Today’s Date (age range based on purchase date), or Specify the Calculation Start Date; the customer’s age on this date will be used to determine if they are eligible for the product based on the age ranges
Click Add. Age Range Types can be edited and inactivated, but they cannot be hard deleted without contacting Aspenware. Age Range types that are set to Calculate from Trip Start or Today’s Date will never need to be edited, unless you would like to edit the name. Age Range Types that are calculated from a fixed date however, will need to be edited each year to adjust for the current year. Image Removed 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. |
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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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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To configure the following settings, go to Settings > All settings (advanced) and enter the setting name into the Name field of the Search box.
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NOTE: The setting ”OrderSettings.CollectMissingCustomerInfo” may not be auto-created during installation due to a bug. If you cannot locate this using the search field, you can create it. In the absence of the setting, the feature is OFF. |
Language Strings
Instructions for updating this language string can be found here.
Update 'Aspenware.Commerce.MissingCustomerInfo’ if “Missing Customer Info” is not desired as default.
Update ‘Aspenware.Commerce.MissingCustomerInfo.Description’ if “You are missing…” is not desired as default.
Detailed Setup Guide
1. Select customer form fields to capture
Go to Settings > Customer Settings and make sure the toggle is set to “Advanced” in the top right corner of the page.
Open the section Customer Form Fields. Check the fields you would like enabled/required. Be sure to SAVE at top right after making or changing selections.
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IMPORTANT: Gender, County, Country, and Fax Number should not be checked, as they are currently excluded from this enhancement. |