Advanced Accounting Configuration Options for Commerce7

This article covers the additional steps required to properly map Item Type, Department and Tax Type to your RSVP-based events, Add-Ons and Products.

For properties that plan no pre-charging and upserting paid (or complimentary) reservations into Commerce7, you will need to complete the following steps to ensure your reservation-based events, products and Add-Ons are mapped to the proper Departments, Item Type and Tax Types. To make these changes, you will need to have Admin-level access to CellarPass.

NOTE: We strongly recommend that you configure products exactly as they are setup in Commerce7, meaning matching the Item Type configuration, Tax Type configuration and Department selected on each Add-On, product and reservation-based event. We also recommend that you might want to also set (or review) other configuration needs for Commerce7 during this configuration as you'll want to also set the Item Type and Tax Type (if Sales Tax is enabled).

1. CREATING DEPARTMENTS
You will want to start by creating the Departments that are also setup in Commerce7. 

1. Review your Departments in Commerce7 before building them in CellarPass as they have to match exactly.
2. Select Experiences from the left-main menu.
3. Select Events from the dropdown menu.
4. Click the Event Name to the left of one of your existing RSVP Events.
5. Select the Details view.
6. Scroll to the bottom of the page and locate the Department section.
7. Click the Manage link.
8. This will take you to the Departments Manager.
9. Select the + Add New Department button in the top, right-hand corner of the screen.
10. Enter the Department Title and Department Code in the respective fields. These need to match exactly as they are written in Commerce7.
11. When ready, click the Save button.
12. Click the Cancel button when ready to create another Department.
13. Repeat steps 9 - 12 for all other Departments that need to be created.

2. ASSIGNING DEPARTMENTS TO RESERVATION EVENTS
Once you have completed creating all the Departments needed for Commerce7, you can now assign these Departments to Reservation-based events.

1. Select Reservations from the left-main menu.
2. Select Experiences from the left-main menu.
3. Select Events from the dropdown menu.
4. Select the Details view.
5. Scroll to the bottom of the page and locate the Department section.
6. From the Departments dropdown, select the same Department that is selected in Commerce7.
7. When ready, click the Save button.
8. You can no repeat steps 5 - 8 for your other events.

3. ASSIGNING DEPARTMENTS TO ADD-ONS
Once you have completed creating all the Departments needed for Commerce7, you can now assign these Departments to your Add-Ons

1. Select Experiences from the left-main menu.
2. Select Manage Add-Ons from the dropdown menu.
3. Click the Edit button to the left of one of your existing Add-Ons
4. In the Add-On Editor, locate the Department dropdown and select the appropriate choice.
5. When ready, click the Save button.
6. You can no repeat steps 3 - 5 for your other Add-On Items

5. ASSIGNING DEPARTMENTS TO PRODUCTS (IF ENABLED)

1. Once you have completed creating all the Departments needed for Commerce7, you can now assign these Departments to your Products.

   1. Select Marketing from the left-main menu.
   2. Select Manage Products from the dropdown menu.
   3. Click the Edit button to the left of one of your existing Products.
   4. In the Product Editor, locate the Department dropdown and select the appropriate choice.
   5. When ready, click the Save button.
   6. You can no repeat steps 3 - 5 for your other Products.