Content Comparison

Setup Checklist

Prerequisite Tasks

POS Tasks

• POS Task that must be completed first

Infrastructure Tasks

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

Commerce Tasks

• AW Commerce task that must be completed first

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RTP|One

• If products are taxed exclusively, setup Product Header(s) for exclusive tax, ensuring it matches what is configured in Aspenware Commerce.

• If products are taxed inclusively, setup Product Header(s) for inclusive tax, ensuring it matches what is configured in Aspenware Commerce.

• If your resort uses Unity AND you wish to apply taxes by shipping location, the RTP|One administrator must configure taxes by shipping location in RTP|One, and each region, province/state, or postal code must match the tax rates you configure in Aspenware Commerce.

• If you wish to display itemized taxes, ensure that the corresponding products in RTP|One must also be configured with only one tax, at the matching rate.
  

Siriusware

• If products are taxed inclusively, setup Item(s) for Siriusware inclusive tax, ensuring it matches what is configured in Aspenware Commerce.

• If products are taxed exclusively, setup Item(s) for Siriusware exclusive tax, ensuring it matches what is configured in Aspenware Commerce.

• If you wish to display itemized taxes, ensure that the corresponding products in Siriusware must also be configured with only one tax, at the matching rate.

Settings and Language Strings 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

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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: [Internal] Configuration page Setup Guide

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• To display tax in the cart during checkout, go to Configuration > Settings > All Settings (advanced) and add the following setting and value if it doesn’t already exist. 

Setting	Value	Example
shoppingcartsettings.displaytax	When set to “True”, the line item for taxes will be displayed on the shopping cart and checkout and are defaulted to the language strings shoppingcart.totals.taxlabel for the shopping cart and checkout.totals.tax for checkout. When set to “False”, the line item for taxes will not be displayed on the shopping cart. Note: checkout will display the tax line whether this setting is True or False. NOTE: Depending on this setting, inclusive vs exclusive taxes, and the setting for 'taxsettings.hidetaxinordersummary”, the cart display may vary.	True Image Added False Image Added
taxsettings.hidetaxinordersummary	When set to “True”, checkout will display the taxes $__. When set to “False”, checkout will always display a $0 value in checkout. NOTE: Depending on this setting, inclusive vs exclusive taxes, and the setting for shoppingcartsettings.displaytax, the cart display may vary.	True Image Added False Image Added

• (Only supported for Exclusive Tax) To enable itemized taxes in your store, go to Settings > All Settings (Advanced), search for the ‘ecommercesettings.taxes.displayitemized’ setting and set it to ‘True’. Click Update. If you also want the Tax Category Name to be displayed on the confirmation letter, set ‘TaxSettings.DisplayTaxRates’ to ‘True’ as well. This is REQUIRED for stores that sell Retail products and have tax set to “By Country” in Tax Providers.

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Language Strings

• To configure the language string for the tax component of the shopping cart, go to Configuration > Languages, select to Edit English, and select the String resources tab. Add the following language strings if they don’t exist:

• (For Displaying Itemized Taxes) If you use a % at the end of the tax category name be sure to edit the following Language String to remove the % from the Value. Go to Configuration>Languages select to Edit English, and select the String resources tab. Search for the following string and configure as shown (remove the %.)

Detailed Setup Guide

1. Create Tax Rules

2. Create Tax Settings

3. Apply Tax Setting to Products

4. Display Itemized Taxes to Guest (Optional)
   

1. Create Tax Rules

This step configures whether the store will use and display inclusive tax or exclusive tax across the store. 

Determine which of the following two options are desired for your store:

1. Exclusive Tax: Exclusive tax amount is available for display in the cart, checkout and confirmation pages and email. The order total is the sum of the subtotal and tax on the order.

2. Inclusive Tax: Inclusive tax amount is available for display in the cart, checkout and confirmation pages and email. The order total is the sum of the subtotal and the tax on the order included in the price of the products.

• Go to Configuration > Settings > Tax Settings. Toggle the display to ‘Advanced’

• On the Tax settings page, scroll down to the Tax Displaying tab.

  1. To setup exclusive tax, enter the following:

     1. Allow customers to select tax display type: Uncheck  

     2. Tax display type: Select ‘Excluding tax’ 

     3. Price Include tax: Uncheck

  2. To setup inclusive tax, enter the following:

     1. Allow customers to select tax display type: Uncheck 

     2. Tax display type: Select ‘Including tax’ 

     3. Price Include tax: Check

• Click Save.
  

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2. Create Tax Settings

• Go to Configuration > Tax Categories.

• Scroll down to the Add new record section.

• Enter a Name for the new tax category and Display Order.

• Click Add new record.

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• Go to Configuration > Tax providers page in Administration.

• Click Configure next to the Manual (Fixed or By Country/State/Zip) provider.

• The Tax category created in the previous step will be shown in the Tax category list

• Click Edit and enter the Rate.

• Click Update to save. 

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• Return to the Tax providers list and if the updated provider is not already set as the primary provider, click Mark as primary provider for Manual (Fixed or By Country/State/Zip). 
  

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3. Apply Tax Setting to Products

• Go to the Catalog > Products and Search for the desired product. 

• Click Edit.

• Scroll down to the Price section on the page.

• Ensure that Tax exempt is unchecked if the product is taxed.

• From the Tax category drop-down, select the tax category that applies to the product.
  

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• Click Save at the top of the Edit product details page.

4. Display Itemized Taxes to Guest (Optional)

Aspenware Commerce supports displaying itemized taxes to the guest. Using this feature enables the store to display taxes broken out by tax category in the cart, order summary, and confirmation letter. Follow these steps to enable itemized taxes and customize your tax category names.

• Ensure that itemized taxes in your store are enabled (See Settings above) so that Tax Category Name is used for tax labels displayed in the store.

• Tax Category Name is configurable, so the administrator can choose a meaningful label to display to the guest. To configure a tax category name, go to Configuration > Tax Categories.

• Click Edit to update the names as desired.

• Click Update.

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• Add the applicable tax to all taxable products in your store (See Step 3 above.) For example, if lift, lesson, and pass products all carry a tax rate of 5%, and rental products are taxed at 12%, you need to configure two tax categories and assign the 5% tax to lift, lesson, and pass products, and the 12% tax to rental products.

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