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Setup Checklist

Prerequisite Tasks

POS Tasks

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• POS Task that must be completed first

Infrastructure Tasks

• Infrastructure Task that must be completed first. Remove section if not required

Commerce Tasks

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• Renewal-specific product headers must be created in RTP|One.

Note
IMPORTANT: Renewal product headers must be set to ‘Display’ in RTP|One in order for them to display in the Aspenware Commerce renewal area. Conversely, to take renewal products offline, they must be unpublished in Aspenware Commerce and also set to not display in RTP|One.

Note
IMPORTANT: Renewal product headers must be distinct from standard non-renewal product headers. For example, create both an ‘Adult Season Pass’ product header for non-renewers and a ‘Renewal Adult Season Pass’ product header.

• A ‘Product Component Link’ must be added in RTP|One, linking the previous year’s access component to the current or upcoming year’s linked Product Headers.

  • When creating a ‘Product Component Link' in RTP|One, first select the prior access component code that must be present on a guests' profile to make them eligible for the new renewal.

  • Then choose the linked product header(s) that are “unlocked” based on having the prior access component. These should be distinct renewal product headers.

  • A modal will pop up for each added product header, complete the following information:

    • Display order: will control the order that the product is displayed on the Aspenware Commerce Linked Product page in relation to other eligible renewal products.

    • Link Effective date: Set to yesterday’s date

    • Link Expiration date: Set to when the link is no longer valid

    • Set Eligibility date type: Set based on your preference

    • Eligibility time frame: Set to ‘Fixed Date’ and the defined date should be set to the earliest previous date someone could purchase last years access. i.e. if your passes went on sale 3/1/2020 last season you will want to define the 'fixed date' as 3/1/2020.

Info
NOTE: The shop’s display order for renewal products is determined by the display order of product headers associated to the product component in product component link setup in RTP|One. Any adjustments to the shop’s display order can be made there.

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Commerce Tasks

• Ensure that the Linked Products Plugin is installed by going to Admin > Configuration > Local Plugins and search for “Linked Products”. Check that it is installed and, if not, install it. This plugin is required for linked products.
  

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• Create the' IsRenewal' Specification Attribute 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’

    • Add a new option and input 'True' as the name.

  • Save it

• Product Shells for renewal product(s) should be created according to the configuration guide.

Settings, Language Strings and/or HTML Widgets for this Feature

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

1. Step 1 Header

2. Step 2 Header

1. Step 1 Header

• First bullet should provide navigation instructions i.e. Catalog >Attributes >Product attributes

  1. Sub-bullet for step 1. Every step and click should be detailed so that someone could follow with little prior experience.

     1. 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

Expand
title Example of content within a section
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.

2. Step 2 Header

• First bullet should provide navigation instructions i.e. Catalog >Attributes >Product attributes

  1. Sub-bullet for step 1

     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.

How-to Guide of this page can be found here: /wiki/spaces/DB/pages/1040089511

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• Confirm that the following product classification(s) are created.

  1. The ‘Is Renewal Product’ Product Classification must be added as a classification if not already set up as a product classification.

     1. 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

        1. Name: Is Renewal Product

        2. Description: Assign this classification to renewal products.

        3. Select the checkbox for Is Renewal

     2. Click Add.

  2. The ‘Renewal Lock’ Product Classification must be added as a classification if not already set up as a product classification.

     1. To set the ‘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

        1. Name: Renewal Lock

        2. Description: Assign this classification to renewal products.

        3. Select the checkbox for Renewal Lock

     2. Click Add.

Language Strings

1. Go to Configuration > Languages > English > String Resources to set specific language strings that apply to the renewal page. Use the following language strings to edit what customers see in the following scenarios.

   1. If a customer does not have any eligible products, they will see configurable messaging on the renewals or linked product page. 

   2. If they are not logged in, they will not see any products and will be shown configurable messaging on the page. 

HTML Widgets

• 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.

<div class="renewal-banner" vcloak=""> <h2 class="requires-signin">Renew Your Products Now!</h2> <h2 class="requires-signout"><b><a href="/login?ReturnUrl=/linkedproducts">Login</a></b> to Renew Your Passes!</h2> <p class="requires-signin">Visit the <a href="/linkedproducts">renew products</a> page to see your eligible products.</p> </div>

Detailed Setup Guide

1. Create Renewal Products

2. 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)

  1. 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. 

• Go to the Attributes section and click Add a new attribute to add the AssignedTo attribute. This will lock down the assigned customer so that guests cannot change these options.

  1. From the Attribute drop-down, select ‘AssignedTo’.

  2. Enter ‘{ "lock": true } [Assigned To]’ in Text Prompt field.

  3. Set Control Type to 'Text'.

• Click Save and Continue Edit

• From here, add desired add-on products to the product. A renewal product cannot have a core attribute added 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.

  • Attributes used to associate add-on products to renewal products must use the Control type of ‘CHECKBOXES’. Using the CHECKBOXES control type enables the add-on to be selected or deselected on the PDP during the purchase flow.
    

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• 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 it 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 next to the following classifications

  • 'Requires Assignment''

  • ‘Is Renewal Product’

  • 'Renewal lock'

• Click Add.

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