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Setup Checklist
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1. POS TASKS
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Ensure that Taxes are set up in RTP|One or Siriusware.
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| Table of Contents |
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Setup Checklist
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1. POS TASKS | |||||||||||||||||||||||||||||||||||||||||||
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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 widgets Setting
Language Strings
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1. Create Tax Rules
2. Create Tax Settings
3. Apply Tax Setting to Products
4. Configure Taxes by Shipping Location (Unity users only)
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Infrastructure Task 2 -
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Commerce Task 3 -
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Language String, Setting, HTML widget, etc. Task 4 -
Setting
Language Strings
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1. Create Tax Rules
2. Create Tax Settings
3. Apply Tax Setting to Products
4. Configure Taxes by Shipping Location (Unity users only)
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Prerequisite Tasks
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POS Tasks
Ensure that Taxes are set up in RTP|One or Siriusware.
If your resort used Unity AND you wish to apply taxes by shipping location, the RTP|One administrator must configure taxes by shipping location in RTP|One, and each region, province/state, or postal code must match the tax rates you configure in Aspenware Commerce.
Infrastructure Tasks
Infrastructure Task that must be completed first. Remove section if not required
Commerce Tasks
AW Commerce task that must be completed first
Settings, Language Strings and/or HTML Widgets for this Feature
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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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Setting
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Value
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shoppingcartsettings.displaytax
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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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String resource
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Value
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shoppingcart.totals.taxlabel
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Tax (Estimated)
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checkout.totals.tax
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Tax
HTML Widgets
AW Commerce HTML Widgets that must first be completed
Detailed Setup Guide
Create Tax Rules
Create Tax Settings
Apply Tax Setting to Products
1. Create Tax Rules
This step configures whether the store will use and display inclusive tax or exclusive tax across the store.
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NOTE: An online store can only display inclusive or exclusive tax to customers and doesn’t support displaying tax for both products with inclusive tax and exclusive tax. If both tax types (inclusive and exclusive) are required, it is recommended to set up the store for exclusive tax and to price products that are inclusive of tax with inclusive tax in RTP|One only. In this scenario, exclusive tax will be calculated and displayed to the customer in the online store, but products with inclusive tax will not show the inclusive tax on the shop. |
Determine which of the following two options are desired for your store:
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.
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).
3. Apply Tax Setting to Products
Go to the Catalog > Products and Search for the desired product.
Click Edit.
Scroll down to the Price section on the page.
Ensure that Tax exempt is unchecked.
From the Tax category drop-down, select the tax category that applies to the product.
Click Save at the top of the Edit product details page.
4. Configure Taxes by Shipping Location (Unity users only)
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IMPORTANT: For resorts using Unity, Aspenware Commerce supports Taxes by shipping location, which will apply the tax rate configured for the shipping address entered by the guest during checkout. Resorts using RTP|Connect cannot utilize this feature and need to use Fixed Rate taxes, since RTP|Connect cannot specify a shipping address when creating an RTP|One order, which is required for tax by shipping location in RTP|One. |
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IMPORTANT: The RTP|One administrator must also configure taxes by shipping location in RTP|One, and each region, province/state, or postal code must match the tax rates you configure in Aspenware Commerce. |
For resorts using Unity, to apply taxes by shipping location, go to Configuration > Tax Providers.
Click Configure next to the ‘Manual’ tax provider.
Select 'By Country'
Configure tax by location for each region, state/province, or postal code. (These should have already been created by the RTP|One administrator and created in Commerce using the previous steps.
This will be the tax that is assigned to/set up in the product shell under 'Price.'
If taxes are NOT priced by location, then you will want to set this up with a flat rate (i.e. flat 7.45% tax). This requires a new tax category, you will assign a tax rate to United States as a whole.
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5. Display Itemized Taxes to Guest
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Prerequisite Tasks
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POS Tasks
Ensure that Taxes are set up in RTP|One or Siriusware.
If your resort used Unity AND you wish to apply taxes by shipping location, the RTP|One administrator must configure taxes by shipping location in RTP|One, and each region, province/state, or postal code must match the tax rates you configure in Aspenware Commerce.
Infrastructure Tasks
Infrastructure Task that must be completed first. Remove section if not required
Commerce Tasks
AW Commerce task that must be completed first
Settings, Language Strings and/or HTML Widgets for this Feature
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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.
Setting | Value |
shoppingcartsettings.displaytax | True |
(Optional) To enable itemized taxes in your store, go to Settings > All Settings (Advanced), search for the ecommercesettings.taxes.displayitemized setting and set to True. Click Update. If you also want the Tax Category Name to be displayed on the confirmation letter, set TaxSettings.DisplayTaxRates to ‘True’ as well.
Setting | Value |
ecommercesettings.taxes.displayitemized | True |
taxSettings.DisplayTaxRates | True |
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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:
String resource | Value |
shoppingcart.totals.taxlabel | Tax (Estimated) |
checkout.totals.tax | Tax |
(For Displaying Itemized Taxes) If you use a % at the end of the tax category name be sure to edit the following Language String to remove the % from the Value. Go to Configuration>Languages select to Edit English, and select the String resources tab. Search for the following string and configure as shown (remove the %.)
String resource | Value |
Messages.Order.TaxRateLine | Tax {0}: |
HTML Widgets
AW Commerce HTML Widgets that must first be completed
Detailed Setup Guide
Create Tax Rules
Create Tax Settings
Apply Tax Setting to Products
Configure Taxes by Shipping Location (Optional - Unity users only)
Display Itemized Taxes to Guest (Optional)
1. Create Tax Rules
This step configures whether the store will use and display inclusive tax or exclusive tax across the store.
| Info |
|---|
NOTE: An online store can only display inclusive or exclusive tax to customers and doesn’t support displaying tax for both products with inclusive tax and exclusive tax. If both tax types (inclusive and exclusive) are required, it is recommended to set up the store for exclusive tax and to price products that are inclusive of tax with inclusive tax in RTP|One only. In this scenario, exclusive tax will be calculated and displayed to the customer in the online store, but products with inclusive tax will not show the inclusive tax on the shop. |
Determine which of the following two options are desired for your store:
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.
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).
3. Apply Tax Setting to Products
Go to the Catalog > Products and Search for the desired product.
Click Edit.
Scroll down to the Price section on the page.
Ensure that Tax exempt is unchecked.
From the Tax category drop-down, select the tax category that applies to the product.
Click Save at the top of the Edit product details page.
4. Configure Taxes by Shipping Location (Optional - Unity users only)
| Note |
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IMPORTANT: For resorts using Unity, Aspenware Commerce supports Taxes by shipping location, which will apply the tax rate configured for the shipping address entered by the guest during checkout. Resorts using RTP|Connect cannot utilize this feature and need to use Fixed Rate taxes, since RTP|Connect cannot specify a shipping address when creating an RTP|One order, which is required for tax by shipping location in RTP|One. |
| Note |
|---|
IMPORTANT: The RTP|One administrator must also configure taxes by shipping location in RTP|One, and each region, province/state, or postal code must match the tax rates you configure in Aspenware Commerce. |
For resorts using Unity, to apply taxes by shipping location, go to Configuration > Tax Providers.
Click Configure next to the ‘Manual’ tax provider.
Select 'By Country'
Configure tax by location for each region, state/province, or postal code. (These should have already been created by the RTP|One administrator and created in Commerce using the previous steps.
This will be the tax that is assigned to/set up in the product shell under 'Price.'
If taxes are NOT priced by location, then you will want to set this up with a flat rate (i.e. flat 7.45% tax). This requires a new tax category, you will assign a tax rate to United States as a whole.
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5. Display Itemized Taxes to Guest (Optional)
Aspenware Commerce supports displaying itemized taxes to the guest. Using this feature enables the Aspenware Commerce Administrator to break out taxes in the cart, order summary, and confirmation letter. Follow these steps to enable itemized taxes and customize your tax category names.
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IMPORTANT: In order to itemize taxes, you must use ‘Exclusive Tax’ (see setup instructions above.) Itemized taxes are not supported for inclusive taxes. |
Ensure that itemized taxes in your store are enabled (See Settings above) so that Tax Category Name is used for tax labels displayed in the store.
Tax Category Name is configurable, so the administrator can choose a meaningful label to display to the guest. To configure a tax category name, go to Configuration > Tax Categories.
Click Edit to update the names as desired.
Click Update.
START WORK HERE!! Add the applicable tax to all taxable products in your store. For example, if lift, lesson, and pass products all carry a tax rate of 5%, and rental products are taxed at 12%, you need to configure two taxes and assign the 5% tax to lift, lesson, and pass products, and the 12% tax to rental products.
The corresponding products in RTP or Siriusware must also be configured with only one tax, at the matching rate. For the example above, the lift product component in RTP and DCI in Siriusware must have a tax of 5%. The rental product component/DCI must have a tax of 12%.
For more information on general tax configuration for RTP|ONE, see the Tax topics in RTP Configuration Documentation. For more information on general tax configuration for Siriuware, see the Tax topics in Siriusware Configuration Documentation
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NOTE: Aspenware Commerce supports one tax per product, so ensure you have one tax rate configured for all your applicable tax rates for each product type. |
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