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1. POS TASKS | ||||||||||||||||||||||||||||||||||||||||||||||||
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POS Task 1
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Products that need age ranges assigned are created in POS and have age ranges added to POS
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2. INFRASTRUCTURE TASKS
Infrastructure Task 2 -
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3. COMMERCE TASKS
Commerce Task 3 -
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Language String, Setting, HTML widget, etc. Task 4 -
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Setting
Ensure that shoppingcartsettings.displaytax is set to ‘True.’
Language Strings
Configure shoppingcart.totals.taxlabel to ‘Tax (Estimate)’
Configure checkout.totals.tax to ‘Tax’
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Configuration Task 5 - 1. Create Tax Rules
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Inventory is mapped to product or product variant in the Inventory Pool plugin
Code is entered
If using location in RTP, location code is entered
If multi day product, number of days is defined
If using non default lock time of 900 seconds, the desired lock time is configured.
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Go to Configuration > Settings > Tax Settings.
On the Tax settings page, scroll down to the Tax Displaying tab.
To setup exclusive tax, enter the following:
Allow customers to select tax display type: Uncheck
Tax display type: Select ‘Excluding tax’
To setup inclusive tax, enter the following:
Allow customers to select tax display type: Uncheck
Tax display type: Select ‘Including tax’
Click Save.
2. Create Tax Settings
Go to Configuration > Tax Categories.
Scroll down to the Add new record section.
Enter a Name for the new tax category and Display Order.
Click Add new record.
Go to Configuration > Tax providers page in Administration.
Click Configure next to the Manual (Fixed or By Country/State/Zip) provider.
The Tax category created in the previous step will be shown in the Tax category list
Click Edit and enter the Rate.
Click Update to save.
Return to the Tax providers list and if the updated provider is not already set as the primary provider, click Mark as primary provider for Manual (Fixed or By Country/State/Zip).
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Settings
Go to Configuration > Settings > All Settings (advanced) and add the following setting and value if it doesn’t already exist.
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shoppingcartsettings.displaytax | True |
Language Strings
Go to Configuration > Languages, select to Edit English, and select the String resources tab. Add the following language strings if they don’t exist:
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Detailed Setup Guide
Create Tax Rules
Step 2 HeaderCreate Tax Settings
1. Create Tax Rules
Creating Tax Rules
This step configures whether the store will use and display inclusive tax or exclusive tax across the store.
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Exclusive Tax: Exclusive tax amount is available for display in the cart, checkout and confirmation pages and email. The order total is the sum of the subtotal and tax on the order.
Inclusive Tax: Inclusive tax amount is available for display in the cart, checkout and confirmation pages and email. The order total is the sum of the subtotal and the tax on the order included in the price of the products.
Go to Configuration > Settings > Tax Settings.
Scroll On the Tax settings page, scroll down to the Tax Displaying tab.
To setup exclusive tax, enter the following:
Allow customers to select tax display type: Uncheck
Tax display type: Select ‘Excluding tax’
To setup inclusive tax, enter the following:
Allow customers to select tax display type: Uncheck
Tax display type: Select ‘Including tax’
Click Save.
2. Create Tax Settings
Go to Configuration > Tax Categories.
Scroll down to the Add new record section.
Enter a Name for the new tax category and Display Order.
Click Add new record.
Go to Configuration > Tax providers page in Administration.
Click Configure next to the Manual (Fixed or By Country/State/Zip) provider.
The Tax category created in the previous step will be shown in the Tax category list
Click Edit and enter the Rate.
Click Update to save.
Return to the Tax providers list and if the updated provider is not already set as the primary provider, click Mark as primary provider for Manual (Fixed or By Country/State/Zip).
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