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Capturing Additional Customer Data
Capturing Additional Customer Data
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Table of Contents

Setup Checklist

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AE:Set-up ChecklistAE:
Set-up Checklist
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1.

POS TASKS

POS Task 1

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titleExample of POS Task

Products that need age ranges assigned are created in POS and have age ranges added to POS

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2. INFRASTRUCTURE TASKS

Infrastructure Task 2 -

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titleExample of Infrastructure Task
​Confirm that the Azure function app is setup and configured to the desired frequency.

COMMERCE TASKS

Add or update the setting OrderSettings.CollectMissingCustomerInfo to True -

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3. COMMERCE TASKS

Commerce Task 3 -

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titleExample of Commerce Task

Confirm that the Aspenware Commerce products that will have inventory assigned to them are fully configured with the correct attributes -

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Language String, Setting, HTML widget, etc. Task 4

Update the following language strings -

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titleExample of Setting Task
​Ensure the setting ‘ecommercesettings.productinventory.cachetime’ is set to your desired cache time - StatuscolourBluetitleoptional

Inventory is mapped to product or product variant in the Inventory Pool plugin

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Code is entered

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If using location in RTP, location code is entered

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If multi day product, number of days is defined

‘Aspenware.Commerce.MissingCustomerInfo’ and ‘Aspenware.Commerce.MissingCustomerInfo.Description’

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Configuration Task 5 -

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titleExample of Configuration Task

Select customer form fields to capture as additional data from the customer settings page. -

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If using non default lock time of 900 seconds, the desired lock time is configured. StatuscolourBluetitleoptional

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titleDetailed Setup

Prerequisite Tasks

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AE:Prerequisites Tasks ExcerptAE:
Prerequisites Tasks Excerpt
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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

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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 featureAE:
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

  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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titleExample 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:

    1. Calculate from Trip Start (this age range type is likely already configured), or 

    2. Calculate from Today’s Date (age range based on purchase date), or

    3. 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.

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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.

Info

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.

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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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.

    • Define the store-wide setting ‘OrderSettings.CollectMissingCustomerInfo’ and set it to True.

Info

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 strings 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.

  • Expand the section Customer Form Fields. Check the fields you would like enabled/required.

  • Click Save at top right after making or changing selections.

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Note

IMPORTANT: Gender, County, Country, and Fax Number should not be checked, as they are currently excluded from this enhancement. When this feature is turned on, because RTP|One requires a full address profile and cannot store a partial profile, we have to send some default values to the customer address profile. Country defaults to USA (currently not configurable) and County, Province, and State are sent with blank values.

DO NOT disable Date of Birth settings.

Info

NOTE: Resorts using Siriusware who wish to be able to recover the original phone number supplied by the guest should set “OrderSettings.CollectMissingCustomerInfo “ to TRUE, and click on “Phone Number Enabled” in Customer fields, per CAPTURE OF CERTAIN FIELDS. This will display the supplied number in the original form in the Customer Record in Aspenware Commerce.