Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Table of Contents

...

Example of POS Task

1. POS TASKS

POS Task 1

Status
colourRed
titleRequired

Expand
title

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

Status
colourYellow
titlePrerequisite

2. INFRASTRUCTURE TASKS

Infrastructure Task 2 -

Status
colourRed
titleRequired

Expand
titleExample of Infrastructure Task
​Confirm that the Azure function app is setup and configured to the desired frequency.

-

Status
colourRed
titleRequired

Status
colourYellow
titlePrerequisite

3. COMMERCE TASKS

Commerce Task 3 -

Status
colourRed
titleRequired

Expand
titleExample of Commerce Task
Confirm that the Aspenware Commerce products that will have inventory assigned to them are fully configured with the correct attributes

-

Status
colourRed
titleRequired

Status
colourYellow
titlePrerequisite

Language String, Setting, HTML widget, etc. Task 4 -

Status
colourRed
titlerequired

Setting

  • Ensure that shoppingcartsettings.displaytax is set to ‘True.’

Language Strings

  • Configure shoppingcart.totals.taxlabel to ‘Tax (Estimate)’

  • Configure checkout.totals.tax to ‘Tax’

Status
colourYellow
titlePrerequisite

Configuration Task 5 - 1. Create Tax Rules

Status
colourRed
titleRequired

Expand
titleExample of Configuration Task

Inventory is mapped to product or product variant in the Inventory Pool plugin

Status
colourRed
titleRequired

Code is entered

Status
colourRed
titleRequired

If using location in RTP, location code is entered

Status
colourRed
titleRequired

If multi day product, number of days is defined

Status
colourRed
titleRequired

If using non default lock time of 900 seconds, the desired lock time is configured.

Status
colourBlue
titleoptional

  • Go to Configuration > Settings > Tax Settings

  • On the Tax settings page, scroll down to the Tax Displaying tab.

    1. To setup exclusive tax, enter the following:

      1. Allow customers to select tax display type: Uncheck  

      2. Tax display type: Select ‘Excluding tax’ 

    2. To setup inclusive tax, enter the following:

      1. Allow customers to select tax display type: Uncheck 

      2. 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). 

Status
colourGreen
titleDetailed Setup

...

Insert excerpt
AE:Setting, Language String and/or HTML Widgets for this feature
AE:Setting, Language String and/or HTML Widgets for this feature
nopaneltrue

Settings

  1. Go to Configuration > Settings > All Settings (advanced) and add the following setting and value if it doesn’t already exist. 

Setting

Value

shoppingcartsettings.displaytax

True

Language Strings

  1. Go to Configuration > Languages, select to Edit English, and select the String resources tab. Add the following language strings if they don’t exist:

...

Detailed Setup Guide

  1. Create Tax Rules

  2. 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. 

...

  1. 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.

  2. 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.

    1. To setup exclusive tax, enter the following:

      1. Allow customers to select tax display type: Uncheck  

      2. Tax display type: Select ‘Excluding tax’ 

    2. To setup inclusive tax, enter the following:

      1. Allow customers to select tax display type: Uncheck 

      2. Tax display type: Select ‘Including tax’ 

  • Click Save.

    Image Added

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.

  • Image Added
  • 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. 

    Image Added
  • 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). 

    Image Added


Insert excerpt
AE:Like this Page Excerpt
AE:Like this Page Excerpt
nopaneltrue

...