Setup Checklist
This section is a comprehensive and high level summary of all tasks and prerequisites required for this feature to function properly. This section is purposed for use after an administrator is familiar with configuring this feature as an “audit” checklist. For detailed set-up instructions, jump down to “Prerequisite Tasks” and “Detailed Setup Guide” and then follow up with this checklist to ensure all steps are completed.
1. POS TASKS | |
|---|---|
POS Task 1 REQUIRED | PREREQUISITE |
2. INFRASTRUCTURE TASKS | |
Infrastructure Task 2 - REQUIRED | PREREQUISITE |
3. COMMERCE TASKS | |
Commerce Task 3 - REQUIRED | PREREQUISITE |
Language String, Setting, HTML widget, etc. Task 4 - OPTIONAL | PREREQUISITE |
Configuration Task 5 - REQUIRED | DETAILED SETUP |
Prerequisite Tasks
This section describes all requirements that must be completed before you can begin setting up this feature. Once these tasks are complete continue to the next section.
POS Tasks
If using Stored Value:
Set up stored value product header
Obtain existing stored value payment method code
Obtain new GL stored value clearing account
Do admin for stored value to make payment methods available for use at nop location
If store value is not desired, but guests have stored value on their accounts, use the HTML Widget to hide. Add to temporary CSS widget -
stored-value, .stored-value + .or { display: none !important; } |
|---|
If using Gift Cards and Vouchers:
Set up gift card product header code.
Obtain the existing gift card payment method code
Set up new GL gift card clearing account
Set up voucher product header code.
Obtain existing voucher payment method code
Set up new GL voucher clearing account
Admin for gift cards to make payment methods available for use at nop location
Admin for vouchers to make payment methods available for use at nop location
Infrastructure Tasks
If using alternate payments setup GL Export
Install Nop4U
Create GL export with additional payment clearing accounts along with credit account
Commerce Tasks
AW Commerce task that must be completed first
Settings, Language Strings and/or HTML Widgets for this Feature
This feature may require updates to the following settings, language strings and/or HTML Widgets. Learn more about how to update and create Settings, Language Strings, and HTML widgets follow the links to the respective section.
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
1. Step 1 Header
First
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