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 | |
|---|---|
| PREREQUISITE |
2. Commerce Tasks | |
Ensure that the products to which you are assigning validated prompt(s) are set up in Aspenware Commerce. REQUIRED | PREREQUISITE |
| 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
Update/create stored procedure updates in RTP|One. This is required in order for the validations to take place.
HINT: Email ski-support@aspenware.com for help gathering requirements and creating custom stored procedures in advance of configuring these prompts in Aspenware Commerce. When emailing support, provide answers to the following form of questions:
Requirements Summary: Explain the business requirements you are trying to accomplish through this product to the best of your ability
Is this transferrable? Does the customer need to be validated?
What are you expecting this prompt to be validating off of?
If Voucher… (Consider using Voucher functionality)
Provide Template id
Provide Type
Answer: Does the SKU added to the cart need to match the product header added to the voucher?
If General Program Profile
Provide GPP id
Provide rules for how customers are assigned GPPs in RTP
If the desire is to create a new table of data /codes to validate off of
Provide details on the types of codes that will be created and validated off of
Provide whether code will be single-time use or unlimited use code. Unless using vouchers, cannot be several-time use code. Can either be 1 time or unlimited valid for a period of time
Do you want to allow the same code to be entered more than once in the same transaction, or be limited to 1 entry.
Product
Provide a product or component that you expect a customer to have on their profile to validate against.
Access Profile
Provide an access profile that you expect a customer to have on their profile to validate against.
Other?
Provide details
Product header code: Pre-build the product in RTP and provide the product header code
Aspenware Commerce Product Link: Pre-build the product in Aspenware Commerce and provide the product link
Obtain RTP|One prompt code(s) for use in Aspenware Commerce configuration.
Commerce Tasks
Ensure that the products to which you are assigning validated prompt(s) are set up in Aspenware Commerce
Detailed Setup Guide
This section describes all required steps to set up the feature after prerequisite tasks have been completed.
Configure Regular (Non-SheerID) Validated Prompts
Assign Prompt to Product
1. Configure Regular (Non-SheerID) Validated Prompts
Go to Aspenware Commerce > Product Prompts in Admin.
Select Add Product Prompt and enter the following details:
Text: Prompt text (what you want to be visible to customers.)
Code: RTP|One prompt code.
Prompt type: Select ‘String’
Validate On Checkout Assignment: Check if the prompt in RTP|One is set up to check valid customer assignments. Do not check if the guest should enter a code.
Is Validation prompt: Check
Is Required: Check
Prevent Duplicates: This disables the ability to use the same prompt value again within the same transaction. Recommended for single-use vouchers.
Click Add.
2. Assign Prompt to Product
Return to the Product Prompts page.
Click View Assigned Product Prompts.
Click Add Product Prompt Assignment.
Choose the desired product from the list of products.
From the Product Attribute drop-down, select All if the same validation prompt applies to the entire product, or if a validation prompt should only be assigned to one attribute selection, select the attribute to assign the prompt to.
Select the Product Prompt you just created in the previous section.
Click Add.
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