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.
| PREREQUISITES |
Siriusware - The add-on product must be a fully configured Item in the POS system and should be able to be sold on Sales.
| PREREQUISITES |
2. Infrastructure Tasks | |
Unity - Connectivity between Aspenware Commerce and the POS system has been fully established through Unity. REQUIRED | PREREQUISITES |
3. Aspenware Commerce Tasks | |
Core Product Configured
| PREREQUISITES |
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 - 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
4. 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.
This setup does not require additional setup for Settings, Language Strings, or HTML widgets.
Detailed Setup Guide
This section describes all required steps to set up the feature after prerequisite tasks have been completed.
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 an Add-on product
To create an add-on product, follow the steps to create a product shell: Configuration: Product Shell
Assign the add-on product to a hidden category.
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
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
To create an attribute, following the steps: Configuration: Product Attributes
No attribute value(s) should be added to the attribute on the attribute editor screen.
3. Associate the add-on to the core product
Go to the core product Catalog > Products > click Edit next to the product you wish to associate with an add-on.
Go to Product attributes > Add a new attribute.
Complete the fields in the Info dropdown on the Add a new attribute screen.
NOTE: The following fields can vary depending on the appearance desired on the PDP. Below provides the most commonly used combination for add-ons.
Attribute: Select the attribute created in step 2.
Text prompt: Enter “[Add On]” (most commonly used)
Is Required: Leave unchecked (most commonly used)
Control type: Select “Checkboxes” (most commonly used)
Display order: Leave as “0”
Enable linked attribute: Leave as “Not Set”
Save and Continue Edit:
Once saved, click the Add a new value button > on the pop-up window click the Attribute value type > select “Associate to product” > then click the blue Associate a product button.
In the next pop-up window type the name of the add-on product that you created in Step 1 in the Product name field> click Search > click Select next to the add-on product.
On the initial pop-up window, the name of the add-on product should appear next to the Associate a product button and the remaining fields can be completed:
Customer enters quantity: Leave unchecked
Product quantity: Leave as “1”
Name: Enter the name you want the add-on to display as on the PDP. Use a “|” the same as you would with other attribute values depending on how you want the add-on displayed on the PDP.
Is pre-selected: Mark as checked 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.
Display order: Leave as 0
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).
Save: Click the Save button.
Go to the core product’s PDP and the add-on will now appear.
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