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 |
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 - NEED TO EDIT STILL
If using Braintree
Decide on supported payment methods
CC/Paypal/Apple Pay/Google Pay
If using Google Pay within Braintree
Use debug merchant id for test: 01234567890123456789
In prod braintree go to Settings > Processing > Google Pay and enable Google Pay.
In production, you'll also need to submit a support request with Google to register your domain and receive a merchant id. - fill out this form: https://services.google.com/fb/forms/googlepaymentAPI/
Send Aspenware test site and prod site to Google
Google approves submissions for APIs
They will need to ensure it adheres to their Acceptable Use Policy
Once approved, you’ll send Google an email address to be used for production access
Once they approve you, you can sign up for a developer account payments.developers.google.com/signup
Send Aspenware your merchant ID
If using Apple Pay within Braintree
Set up Apple Developer Account and Merchant and Certificate and upload your Certificate in Braintree
Download the Certificate Signing Request https://www.braintreegateway.com/merchants/xgw9z8r4t7g55n5g/processing/apple_pay/csr
Sign in to your Developer Center in Safari. (You may need an Apple Developer Account to do this.)
Create an Apple Pay Merchant ID - You'll first need a developer center account to do this I believe. They recommend using separate Apple Pay Merchant IDs for sandbox and production to ensure that your sandbox app cannot create production transactions.
Generate a new Apple Pay Certificate in Apple's developer portal - again you'll do this within your developer center
Select Apple Pay Certificate and click Continue
In the dropdown, choose the appropriate Apple Merchant ID for your Braintree environment (Sandbox or Production) and click Continue
Under Payment Processing Certificate, click Create Certificate
Upload the CSR that you downloaded from Braintree in step 1.: Note: You must use the CSR we provide. Do not create a CSR file yourself.
Download the new Apple Pay Certificate and upload it when setting up Apple Pay in braintree go to Settings > Processing > Apple Pay
Then host the domain association file from Apple on the shop
If using Square
You will need a Square Merchant account. If you don't already have one, you can sign up here: https://squareup.com/signup/
Important: Your merchant account must have at least one location with enabled credit card processing. Please refer to the Square customer support if you have any questions about how to set this up.
Sign in to your Square Developer Portal at https://connect.squareup.com/apps; use the same sign in credentials as your merchant account.
Click on '+New Application' and fill in the Application Name. This name is for you to recognize the application in the developer portal and is not used by the extension. Click 'Create Application' at the bottom of the page.
In the Square Developer admin go to 'Credentials' tab. Copy the Application ID and paste it into Application ID below.
In the Square Developer admin go to 'OAuth' tab. Click 'Show Secret'. Copy the Application Secret and paste it into Application Secret below. Click 'Save' on this page.
Copy this URL: https://shop.YOURRESORT.com/Plugins/PaymentSquare/AccessToken. Go to the Square Developer admin, go to 'OAuth' tab, and paste this URL into Redirect URL. Click 'Save'.
On this page click 'Obtain access token' below; the Access token field should populate. Click 'Save' below.
Choose the business location. Location is a required parameter for payment requests.
Fill in the remaining fields and save to complete the configuration.
Notes: For Nop 3.9, you need to set the API to earlier than 3/13 version. You will also need to be added as an admin on the square account to be able to complete setup.
Infrastructure Tasks
Infrastructure Task that must be completed first. Remove section if not required
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 bullet should provide navigation instructions i.e. Catalog >Attributes >Product attributes
Sub-bullet for step 1. Every step and click should be detailed so that someone could follow with little prior experience.
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
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:
Calculate from Trip Start (this age range type is likely already configured), or
Calculate from Today’s Date (age range based on purchase date), or
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.
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.
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
Sub-bullet for step 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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