Offering extra or bonus packages in IOS 3

Applies to: IOS 3

Overview
The release of the new Internet Ordering System (IOS 3.0) in June 2019, introduced major enhancements to the functionality associated with 'Extra' or 'Bonus' packages. With IOS 3.0 extras appearing in the cart became customizable - a feature not available in earlier versions. In addition extras could be defined as either 'shop' or 'cart' extras (or both) giving the user the ability to display the bonus packages on the either the main ordering page (the shop), the cart or in both locations. Extras also became responsive to Conditions as defined in the IOS 3 Control Panel giving the user enormous flexibility in controlling when Extra packages are offered.

Key points
Packages may be defined as 'Extras' or 'Bonus' packages where their availability and their price is subject to the customer ordering one or more qualifying packages
The appearance (and disappearance) of Extras may also be controlled by conditions defined in the IOS 3 control panel
Extra packages may be defined as a shop extra, cart extra or both
Cart extras appear as bonus packages in the Cart only if the customer has ordered one or more qualifying packages
Shop extras appear on the main ordering page (the 'Shop') at all times
Cart extras are customizable (unlike earlier versions of IOS)
This document assumes the reader is familiar with the concept of Extras as used in IOS. If this is not the case it is important to please read the following Further information on Extras and detail as to their use in the older IOS is available here:

(See Offering extra packages at checkout What are 'Extras'?
As outlined above, Extra (or Bonus) packages are packages which are linked to one or more qualifying packages. Once a package has been defined as an Extra both it's availability and it's price are conditional on the customer ordering one or more of the qualifying packages. The availability of Extras can also be controlled by Conditions defined in the IOS 3 control panel

Beginning with IOS 3.0, Extra packages can appear on the main ordering page (the 'shop'), at the bottom of the Cart as Bonus packages, or both these locations. Cart extras only appear in the cart if the customer has ordered a qualifying package. Shop extras appear in the Shop at all times however their pricing when ordered is dependent on whether the customer has also ordered a qualifying package.

Cart extras
Cart extras, where the extra packages are presented to the customer in the cart as 'bonus' packages, were introduced with IOS 2.0 but their bahaviour was considerably enhanced in IOS 3.0. Cart extras appear in the cart only if the customer has already ordered one or more qualifying packages however their availability can be further controlled through the use of conditions as detailed below.

Beginning with Version 3 of IOS, cart extras became customizable. Any customization options relevant to the package (pose, background, item option, custom text) is also available to the package when it is defined as an Extra

Example
You have a set of novelty items (magnets, bookmarks,calendar etc) that you wish to offer to the customer only if ordered with either of the 'Deluxe' or 'Premium' packages. You do not want the novelty packages available as regular packages

Defining the extra packages
In tsAdmin, define the novelty packages as a 'Cart Extra'. Offer the package as an extra for the Deluxe and Premium packages at the desired price.

If the customer orders a Deluxe or Premium package, when they go to the cart they will see the novelty packages available as bonus packages. If the customer orders something other than the Deluxe or Premium packages the cart will not display the novelty packages.

Figure 1: Setting the package as a cart extra only

Shop extras
Shop extras appear on the main ordering page along with the regular packages allowing them to be ordered as regular packages at the regular price or at the 'extras' price when ordered in combination with one or more of the qualifying packages.

Example
You have a calendar package that you wish to make available at a regular price of $18 but if the package is ordered in combination with any other package, the price of the calendar drops to $9. You want this behaviour to occur automatically on the ordering page without displaying the calendar package as a bonus package in the cart.

Defining the extra package
In tsAdmin, offer the calendar package as a 'Shop extra only'. Offer the package as an extra for any other package at a price of $9

If the customer orders the calendar on it's own it will be added at $18 and will appear in the cart at $18. If the customer adds another package to the cart, the price of the calendar will automatically drop to $9.

Figure 2: Setting the package as a shop extra only

Notes

The order in which packages are added to the cart is not important. The qualifying packages can be added first then the extra or vice versa
If the qualifying packages are removed from the cart, the extra package will revert to it's regular price automatically
Packages with a regular price of $0 cannot be defined as shop extras
Extra packages and qualifying packages must be from the same shoot key. It not possible to use a package from one shoot key as the qualifying package for an extra for another shoot key
Offering a package as both a Cart and a Shop Extra
It is possible to define a package as an extra appearing both in the Shop and the Cart.

In the Shop, the package will appear immediately but only act as an Extra, invoking extra pricing, if the qualifying package(s) has been ordered. The same package will also appear in the Cart page but only if the qualifying package(s) has already been added to the cart

Figure 3: Setting the package as both a shop and cart extra

Extras based on conditions
Beginning with IOS 3.0, the availability of any package can be controlled with Conditions as defined in the IOS 3 Control Panel. This includes regular packages along with Extras be they Cart or Shop extras.

This powerful new feature gives the photographer great flexibility and control as to when packages appear (and disappear).

Examples
You have a special Mother's Day Extras package that will only appear once the date is x days before Mother's Day and disappears again y days before or after Mother's Day
You have a bonus Novelty Package that you want to offer as an Extra but only if the customer has order $60 or more worth of product
Defining the extra package
To make the Extra package responsive to a condition it is necessary to first define the Condition in the IOS Control Panel then specify the Condition code when defining the Extra package in tsAdmin

Define the Condition as desired in the IOS Control Panel. Note the Condition Code
Define the Extras package in tsAdmin, entering the Condition Code

Figure 4: Setting the package as a cart extra with a condition code MUM19

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