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Set-up Checklist
Set-up Checklist
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1. POS Tasks

  • Ensure that Product Header Codes are configured for any retail items. Each size/color combination needs its own PHC. Make a note of these codes for Commerce configuration.

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  • Configure retail inventory for retail products.

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  • Configure tax rates for retail products in RTP|One.

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  • If shipping fees are needed, set up Product Header Code(s) for those shipping fee items.

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  • If delivery locations are needed, set up delivery location codes and make note of these codes.

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2. Infrastructure Tasks

  • If you would like to enable order-level shipping charges, Aspenware must configure your RTP|One shipping product header code in Unity rtp-config.json.  )

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  • If you wish to enable the retail inventory sync scheduled task, which updates inventory in Aspenware Commerce from RTP|One on-hand inventory nightly, Aspenware must configure your retail inventory location code in Unity rtp-config.json. 

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    • Add these two permissions in RTP|OneTest and RTP|One:

      • GRANT SELECT ON dbo.ProductLocation TO awunityrole

      • GRANT SELECT ON dbo.ProductHeaderLocation TO awunityrole

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3. Commerce Tasks

  • Ensure that the ‘Retail Product’ template is set up.

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  • Configure tax rates for retail products in Aspenware Commerce.  

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  • Configure any discounts used for the Retail item(s).

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1. Configure Retail Product

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2. Configure Retail Product Attributes

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3. Configure Retail Tax

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4. Configure Retail Shipping/Delivery

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Prerequisite Tasks

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Prerequisites Tasks Excerpt
Prerequisites Tasks Excerpt
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Info

NOTE: The inventory sync scheduled task must can only be scheduled to run once per day after the RTP|ONE overnight cycle completes. See RTP|ONE retail inventory sync details below.

Commerce Tasks

  • If you do not have a ‘Retail Product’ template already set up, configure a retail product template for your store. In Admin, go to System > templates > product template

    1. Name:  Retail product  

    2. View Path:  ProductTemplate.Retail

    3. Display order:  {any numeric value}

  • If you are planning to use discounts for retail products, configure any discounts (See the Discount Configuration to configure.)

  • Configure tax rates for retail products in both Aspenware Commerce and RTP|One. If using RTPConnect, a fixed-rate tax must be created. If using Unity, you have the option to set tax rates by shipping location (different tax rates by region, state/province, or postal code.) The tax rates by region, state/province, or postal code must be configured exactly the same in both Aspenware Commerce and RTP|One.  Please refer to the tax setup and rules in the Taxes Configuration Guide.

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Note

IMPORTANT: Do not configure Autofulfill on any of your retail products, since retail orders must always be fulfilled by the retail order processor fulfillment staff, when that staff person packs and ships the retail item(s).

  • Go to Catalog > Products page in Admin.

  • ClickAdd new to create a new product.

  • Under the Product Info section update the following fields:

    1. Product name: Enter the name of the product that will be displayed to the guest.

    2. Short Description and Long Description: 

      1. The Short description appears on the product card only. The short description is not displayed on the PDP.

      2. The Long description appears in the Dynamic Box on the PDP directly above the ‘add to cart' button. HTML is supported.

    3. Email Content: This is the content that will display in the email for guests who purchase this product, and will not display on the product detail page. 

      1. Click Tools, then Source Code, and paste/enter text.

      2. Click OK to close the source code window and add any additional formatting in the editor.

    4. SKU (Product Header): If there is only one RTP|One Product Header for the retail item (if there are no size or color combinations), enter the RTP|One Product Header in the SKU field at the product level. If the RTP|One Product Headers are defined at the attribute combination level, which is the case for any retail product with more than one size or color, leave the SKU field blank at the product level.  You’ll configure the product header codes at the attribute combination level for any product with more than one size or color. 

    5. Categories: A product can be organized under one or multiple categories. (See Category configuration for category set up.) 

      1. Subcategories for retail (such as shirts, hats, accessories) are not formally supported but might work depending on your configuration.

      2. A multi-category assignment can also be used.

    6. Published: Check to publish the product. If the product is published and belongs to a published category, it will be accessible publicly.

    7. Product Type: ‘Simple’

    8. Product Template: 'Retail product’

    9. Visible individually: Checked

    10. Available start date: Define this if the product should only be available in the store for a set time period (e.g. Dec. 1 through Dec. 31). The available start date will be the date that the product becomes visible on the site.

    11. Available end date: Define this if the product should only be available in the store for a set time period (e.g. Dec. 1 through Dec. 31). The available end date will be the date that the product is not visible on the site. (Core Product Only).

    12. All other fields not noted may remain blank.

  • Click Save and Continue Edit.

Info

NOTE: These time and date settings are based on GMT/UTC, not the store default timezone. 

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  • Scroll to the Shipping section update the following fields: (It may be collapsed, click + to expand)

    1. Shipping enabled: Check this box if the product is “shippable.”

    2. Additional shipping charge: Set this to be the price you wish to apply for shipping charges on the product if you are charging for shipping.   

      1. It’s possible to have different shipping charges for different productsdifferent shipping charges for different products. If this is the desired behavior, refer to Configuration: Delivery/Shipping.

      2. Order-level shipping is only supported for retail products.  Order-level shipping applies the highest-priced shipping charge, and only that one charge, to the entire retail order. 

        1. Previously, line-item shipping fees were applied to retail orders, which was not optimal, since shipping charges for each line item were added together and applied to the order, resulting in over-charging shipping and guest complaints.  Line-item shipping is no longer supported.  Do not configure any retail products to ‘ship separately’.

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  • Update the following fields:

    1. Inventory method: Set to ‘Track inventory by product attributes’ if you wish to use the retail sync from RTP|One in order to update Aspenware Commerce inventory daily from RTP|One on-hand inventory levels for each SKU/Product Header code.    

    2. Display availability: If you are tracking inventory in Aspenware Commerce, check this, since it will provide meaningful messages to the guest if he/she tries to add more products to the cart than are available in on-hand inventory.  

    3. Display stock quantity: If you are tracking inventory in Aspenware Commerce, check this, since it will provide meaningful messages to the guest if he/she tries to add more products to the cart than are available in on-hand inventory.

    4. Allowed quantities: You have the option to set this to allow a guest to add more than 1 item quantity to their cart, it can be set to whatever number of quantities you want to support for add to cart. This WILL NOT update as your inventory is sold/decremented from on-hand.

    5. Leave all other fields as they are.

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Noteinfo

IMPORTANT: The RTP|ONE retail inventory sync is a scheduled task.  

  1. If you wish to enable retail inventory sync, contact your Aspenware Representative to have the database updated with this scheduled task.

  2. It should be scheduled to run once a day, any time after the RTP|One overnight cycle completes.  Because RTP|One inventory is updated nightly from POS sales that day in and inventory maintenance activities each day n the overnight cycle, the retail inventory sync task should must be run after the overnight cycle completes in order to get the most recent on-hand inventory numbers each daynight.   

  3. Retail inventory stock quantities are displayed at the attribute combination level for each SKU (noted below)

  4. On the Inventory tab, be sure to check ‘display availability’ and ‘display stock quantity’ to enable meaningful messages to the consumer when he tries to add more inventory than is available in the Stock Quantity for that item. 

  • Scroll to the Pictures section (It may be collapsed, click + to expand.)

  • Add images for the product.

    1. Upload the file, and once uploaded, click Add Product Picture.

    2. Dimension recommendations for image sizes:

      1. See the HINT below for detailed Retail image specs and guidelines.

    3. The images you add here will display on the PDP as thumbnail options.  They will also be available for an association to the attribute values for color options, as shown below.  

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Info

NOTE: Add-ons are not supported with retail. 

  • On the Edit product details screen for the product, scroll to the Product attributes section

  • To add a new attribute (e.g. Size), click Add a new attribute and select the attribute from the drop-down.

    1. Examples of attributes: 

      1. Size

      2. Color

    2. If you do not have these as options in the Attribute drop-down, you will need to add them in Catalog > Attributes > Product Attributes 

  • In order to have a product change the picture to match the color attribute selected, you will need to have both size and color attributes on the product.

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  • Scroll down to the Values section and assign the image with the appropriate color attribute you would like it to display. 

  • Click Save and Continue Edit.

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  • Within the attribute combination table, attribute combinations are mapped to SKUs (RTP|One product header codes) and prices. To generate the attribute combinations, go to the Attribute combinations tab under the Product attribute section. 

  • Click Generate all possible combinations.

    1. If PHC (SKUS) and/or prices are defined at the attribute combination level, there should now be a combination for every PHC (SKU).

  • Click Edit next to each attribute combination. Update the following fields:

    1. Stock quantity: You may enter the stock quantity if you wish to test out of stock messaging, but remember that the stock quantity for each SKU will be updated daily from the retail inventory sync schedule task, so any values you enter manually will be overwritten by the sync, if the sync is set up for your store.

    2. Allow out of stock: If you select ‘Allow out of stock’ this will allow your product to oversell beyond the on-hand inventory.  If selected, your fulfillment personnel will need to handle the operational matters related to backorders in order to fulfill those retail orders.

    3. SKU (PHC): Enter the correct RTP|One PHC for this attribute combination in the SKU column.

    4. Overridden price: If the product is priced at the attribute combination level, update the Overridden price field with the correct price for that combination.

  • Click Save.

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  • Edit each attribute combination in this manner until all have been updated. Once, you are finished, each attribute combination should have, at a minimum, a unique SKU(PHC) defined.

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  • For resorts using Unity, if you wish to apply taxes by shipping location, go to Configuration > Tax providers.

  • Next to ‘Manual,' click Configure.

    1. Select ‘By Country’ by toggling at the top of the page.

    2. Configure tax by location for each region, state/province, or postal code that requires a unique tax rate.  (This will be the tax that is assigned to/set up in the product shell under ‘Price’ in the first step.)

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Info

NOTE: Delivery Methods are the initial selection a guest will make during checkout (ie: “Pickup” or “Ship”). Each Delivery Method can house 1 or more Delivery Locations (ie: Delivery Method “Pickup” could house the Delivery Locations “Pickup at Pass Office” and “Pickup at Hotel”.)

  • Go to Aspenware Commerce > Delivery to open the Delivery Methods page.

  • Click Add Delivery Method.

  • On the Add Delivery Method page, specify the following: 

    1. Name: Enter thename of the delivery method shown to customers during checkout selection.

    2. Lead Days: For non-date-based products, such as Retail Products, leave this blank.

    3. Shipping Code: Enter the RTP|One delivery method code that correlates to this delivery method.

    4. Ship To Address: Check this box if this delivery method requires the customer to provide a shipping address at checkout.

    5. Override Shipping Fee: check this. It is only ONLY used for Retail Products and required to apply the shipping cost, which will sell the PHC defined in the rtp-config.json Unity file as a separate line item in RTP|One.

  • Click Add.

  • Next, click View Delivery Locations.

  • Click Add Delivery Location to open the Add Shipping Location page. (The terms ‘Delivery’ and ‘Shipping’ are used interchangeably in Aspenware Commerce.)

  • Enter the following details:

    • Name: Enter the name of the delivery location,

    • Description: This can be left blank.

    • Shipping Method: Select the associated delivery method (added above).

    • Code: Enter the RTP|One delivery location Code. (known as Delivery Detail in RTP|One)

    • All other fields can be left blank.

HINT: For Delivery Location (aka Delivery Detail) codes, you’ll need to retrieve these from the db. Work with your Aspenware representative if you don’t have this access.

  • Click Add.

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  • Click Return to Delivery Methods.

  • To assign delivery methods to products click Assign Delivery Methods to Products, or to assign delivery methods to the ‘Retail’ category, click Assign Delivery Methods to Product Categories.

  • Choose the appropriate product from the Product dropdown if assigning to Products, or choose the appropriate category from the Product Category dropdown if assigning to Categories.

  • Under Delivery Methods, select the delivery method(s) that should be available for the selected category or product. Use Ctrl+Click to select multiple methods. If a product should charge delivery fees, make sure the method selected has a location with delivery fees set up associated with it. 

  • Click Add.

Info

NOTE: For additional information on setting up delivery fees, see the Delivery/Shipping Documentation.

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