Configuration: Age Rules

 

Set-up Checklist

1. POS Tasks

 

1. POS Tasks

 

Products that need age ranges assigned are created in POS and have age ranges added to POS - Required

Prerequisite

Age Range rules in POS are recorded and finalized so that AW Commerce Age Rules will be set to match - Required

Prerequisite

2. Aspenware Commerce Tasks

 

Products that need age ranges assigned are created in Aspenware Commerce and attributes are finalized - Required

Prerequisite

Product has Requires Assignment Classification added to it or if it is an add on product, has Requires Add-On Assignment classification - Required

Prerequisite

Content Blocks on Assignment step of checkout are updated via HTML Widgets - Required

Prerequisite

Age Range Types are created. - Required

  • Likely you’ll need a Season Start Age Range type that is set to the first date of the season and updated each year. (i.e. 12/1/2020).

  • A Product Date Rule that will be used to calculate age on the date their product is for.

  • A Purchase Date Rule that will be used to calculate age on the date of purchase.

Detailed Setup

Age ranges created. - Required

Adult Season Pass 18 - 69 - using age rule type calculation date from season start

Child Season Pass 5-17 - using age rule type calculation date from season start

Senior Season Pass - 70+ using age rule type calculation date from season start

Adult Ticket 18+ as of product date

Child Ticket 5 - 17 as of product date

5 & Under ticket - 0 - 5 as of product date

Tiny Bears lesson 3-5 as of product date

Otters lesson 6 - 8 as of product date

 

Detailed Setup

Age ranges are assigned to products and product variants - Required

Detailed Setup

Prerequisite Tasks

1. POS tasks

  • If this product is sold onsite and the POS product has age rules applied to it, confirm that age ranges are set up on the POS product and record the rules that are used there so that age range rules will match between the POS and Aspenware Commerce. For example, if the age range in the POS is 6 - 12 as of the purchase date in the POS, Aspenware Commerce will also need to be set up as 6 - 12 as of purchase date.

IMPORTANT: If these don’t match, a guest could buy a product that they aren’t eligible to buy online and it will fail to send to the POS.

2. Commerce tasks

  • Confirm that the Aspenware Commerce products that will have age ranges assigned to them are fully configured with the correct attributes. If attributes change after age range rules have been assigned, age range assignments will need to be re-done. See the documentation on setting up products with attribution. See Configuration: Product Attributes.

  • Confirm that the products that will have age ranges assigned to them are set up with the “Requires Assignment” classification. If a product isn’t set up to require assignment, age ranges can not be used to limit guest assignment by correct age. See the documentation on setting up products to require assignment in Configuration: Requiring Assignment.

    1. If the product that will have age ranges assigned to it is an add-on product that should NOT inherit assignment from the core product, confirm that it is set up with the “Requires Add On Assignment” classification. See the documentation on setting up products to require add-on assignment.

3. Settings, Language Strings, and HTML Widgets

HTML Widgets

  • There are several content blocks that are displayed to the guest when creating family members and on the assign products step of checkout explaining that specific guests may not be selectable in the assignment drop-down due to an age rule or other limiting factors. These are managed via HTML widgets and can be customized.

    1. Title: Explain Assignment Limitations - New Group Member

    2. Title: Explain Assignment Limitations - Assignment Page

    3. See the documentation on editing these HTML widgets.

HINT: For the Assignment text HTML widgets, the text between the code elements, i.e. <p> and </p> is configurable.

Detailed Setup Guide

  1. Create Age Range Types. These likely only need to be setup once and then adjusted each year if using season start date as an age range type.

  2. Create Age Ranges. Age Ranges are assigned Age Range Types, so ensure the correct Types are configured.

  3. Assign Age Ranges to products and variants of products. A product must be assigned to an Age Range for it to restrict assignment to the correct age.

1. Create/Edit Age Range Types

  • From the Aspenware Commerce Plugins>Age Range page in Admin, click View/Add Age Range Types in the upper right corner.

  • 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:

    1. Calculate from Trip Start (this age range type is likely already configured), or 

    2. Calculate from Today’s Date (age range based on purchase date), or

    3. 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.

NOTE: Age Range Types can be edited and inactivated, but they cannot be hard deleted without contacting Aspenware. However, 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.

 

Once completed for all required age range types move on to create Age Range.

2. Create/Edit Age Ranges

  • Go to the Aspenware Commerce Plugins>Age Range. This page lists all configured Age Range rules for the store.

  • Click Add Age Range in the upper right corner and specify:

    1. Name

    2. Description 

    3. Age Range Type - Choose the desired age range type created using steps from the previous section.

    4. Start Age - Set to the lowest age that a guest can be either at time of trip or season start (based on Type defined). 

      1. Calculations support 0 years

    5. End Age - Set to the highest age that a guest can be either at time of trip or season start (based on Type defined).

  • Select Add

 

Once Age Range Types and Age Ranges are created, move on to assign age ranges to products and product variants.

3. Assign Age Range to Products and Product Variants

  • Go to Aspenware Commerce Plugins>Age Range page in Admin and click Age Range Assignments in the upper right-hand corner.

  • To create a new assignment, click Add Assignment in the upper right corner.

  • Select the desired Product and Product Attribute (optional). The product drop-down is in alphabetical order.  

    1. If the product has an attribute that enforces different age rules depending on the attribute selection, select the attribute's value from the Product Attribute drop-down (e.g. Child 6 - 12).

    2. Age ranges can be assigned to add-on products as well, but the add-on product must have the Requires Add-On Assignment classification applied to it in the Product Classifications plugin for this to work.

    3. If the age range is at the product level, select All in the Product Attribute drop-down and only set up the age range once. 

  • Select the age range to apply from the Age Range drop-down.

    1. The Age Range drop-down has a list of Age Range Rules configured on the Age Range page. If the desired age range is not in the list, first configure it using the previous steps.

  • Click Add.