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 | |
RTP - The add-on product must be a fully configured product in the POS system and able to be sold in ONE|Resort.
| PREREQUISITE |
Siriusware - The add-on product must be a fully configured Item in the POS system and should be able to be sold on Sales.
| PREREQUISITE |
2. Infrastructure Tasks | |
Unity - Connectivity between Aspenware Commerce and the POS system has been fully established through Unity. REQUIRED | PREREQUISITE |
3. Aspenware Commerce Tasks | |
Core Product Configured
| PREREQUISITE |
Feature Setup 1. Create an add-on product
2. Create an attribute that will house the add-on connection to the core product REQUIRED 3. Associate the add-on to an existing core product through an attribute 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.
1. POS Tasks
RTP|ONE - The product must be a fully configured product in the POS system and able to be sold in ONE|Resort.
General tab
Product is active
The appropriate Security level is set at or below the Aspenware User security level.
Optionally set the Validate Customer Procedure if needed for features such as Arrival tablets
Sales Locations
Appropriate Sales Location for Aspenware is assigned
Components
Required Component(s) for the product have been added.
Sales Channels
The appropriate Sales Channel for Aspenware has been added.
Pricing
Pricing date ranges and/or pricing seasons are valid.
Rules
Optionally add any rules the product may require (ie Customer Required, PUB/Skiosk, etc) added to the product
Siriusware - The Item must be a fully configured product in the POS system and should be able to be sold on Sales.
Salespoint Type
Item is available to be sold from Web Sales
Restrictions
Available Sales Dates has the Item priced for the current season
Items
Item is added to the Item Tree being used by the Online Salespoint
Add-on Item is set up as either:
A standalone DCI (example: a rental add-on to a ticket)
Required modifier Item added to main DCI (example: accept or decline insurance)
2. Infrastructure Tasks
Connectivity between Aspenware Commerce and the POS system has been fully established through Unity. This should have been completed during the implementation of your store.
3. Aspenware Commerce Tasks
Create a core product.
Create a hidden category for add-ons if one does not already exist.
NOTE: For steps to create a core product see: Configuration: Product Shell
Detailed Setup Guide
This section describes all required steps to set up the feature after prerequisite tasks have been completed.
Create Add-On Product
Create Attribute to House the Add-on Product Connection to Core Product
Associate Add-on Product to the Core Product
NOTE: It is recommended to save often by clicking Save and Continue Edit in the top menu bar. This will ensure your work is saved in the event you accidentally close or navigate away from the page.
HINT: Image examples below can be clicked to enlarge for easier viewing.
1. Create Add-On Product
To create an add-on product, follow the steps to create a product shell: Configuration: Product Shell
NOTE: Steps to configure images, short and long descriptions, and email descriptions can be skipped when configuring an add-on product shell as these will not be visible to the guest when booking through the core product.
Assign the add-on product to a hidden category.
No attribute value(s) should be added to the attribute on the add-on product attribute editor screen.
WARNING: Add-ons have additional limitations to be aware of:
Short & Long descriptions are not available for add-ons
Email description will not appear on order confirmation emails
The category of an add-on should almost always be assigned to a hidden category
The add-on product must be published
Dynamic pricing is not supported on add-on products
Product images do not apply but icon images can be applied to add-ons at the attribute value level on the core product
2. Create an Attribute to House the Add-On Product Connection to the Core Product
To create an attribute, follow the steps in section 1 of the associated guide: Configuration: Product Attributes
3. Associate Add-On Product to the Core Product
Go to Catalog > Products, find the desired Core product, and click Edit to open the Edit product details page.
Scroll down to the Product attributes section. (Click the + if collapsed.)
Click Add a new attribute to open the Edit product attributes page.
Complete the following fields in the Info dropdown on the Add a new attribute screen.
Select the Attribute to house the connection between the core product and add-on product, created in step 2.
The Text prompt field enables additional information to be given to the user interface about how and where an attribute is displayed. [Add On] is typically added to these products so that the add on selection appears in a separate “Upgrade Your Experience” box.
Leave Is Required unchecked (most commonly used)
Control type is usually configured as “Checkboxes”
Leave Display order as “0”
Leave Enable linked attribute as “Not Set”
NOTE: These fields can vary depending on the appearance desired on the PDP. Details above provides the most commonly used combination for add-ons.
Click Save and Continue Edit.
Once saved, click the Add a new value.
In the modal, for the Attribute value type, choose “Associate to product.”
Then, click Associate a product.
In the modal, type the name of the add-on product that you created in step 1 in the Product name field.
Search for the product. Once found, click Select next to the desired add-on product.
On the initial modal, the name of the add-on product should now appear next to the “Associate a product” button, and the remaining fields can be completed:
Leave Customer enters quantity unchecked
Leave Product quantity as “1”
Enter the Name you want the add-on to display as on the PDP. Separate the attribute title and description with a pipe (|), (e.g. VIP Package | Includes dinner, drink tickets, meet the pros). If no description is necessary, title the product with a | and space only after the value name. (e.g. General Admission | )
Check Is pre-selected if you want the add-on to be preselected on the PDP. Leave as unchecked if you want the add-on to start as unselected on the PDP.
Leave Display order as 0, unless there are multiple attribute options that should be ordered.
Picture: If you don’t want an icon image next to the add-on on the PDP, leave the radio button selected as “no picture”. If you do want an icon image next to the add-on, select from images you have added to the core product. (Product icons will be scaled to 40x40).
Click the Save button.
Go to the core product’s PDP and the add-on will now appear.
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