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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.
Status colour Red title Required 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.
Status colour Blue title optional
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2. INFRASTRUCTURE TASKS
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Infrastructure Task 2 -
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3. COMMERCE TASKS
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Commerce Task 3 -
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Language String, Setting, HTML widgets
Setting
Ensure that shoppingcartsettings.displaytax is set to ‘True.’
Status colour Blue title optional If configuring taxes by shipping location, set ecommercesettings.taxes.displayitemized to 'True.'
Status colour Blue title optional If configuring taxes by shipping location, set taxSettings.DisplayTaxRates to 'True.'
Status colour Blue title optional
Language Strings
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Set shoppingcart.totals.taxlabel to ‘Tax (Estimate)’
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Setup Checklist
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RTP|One
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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.
Siriusware
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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
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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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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.
5. Display Itemized Taxes to Guest
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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.
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2. Commerce Tasks | |||||||||||||||||||||||||||||||||||||||||||||||||
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Language Strings, Settings, HTML widgets Settings
Language Strings
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1. Create Tax Rules to be either Inclusive or Exclusive
2. Create Tax Settings
3. Apply Tax Setting to Products
4. Display Itemized Taxes to Guest
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Prerequisite Tasks
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POS Tasks
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Tasks
RTP|One
If products are taxed exclusively, setup Product Header(s) for exclusive tax, ensuring it matches what is configured in Aspenware Commerce.
If products are taxed inclusively, setup Product Header(s) for inclusive tax, ensuring it matches what is configured in Aspenware Commerce.
If your resort used uses 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.
If you wish to display itemized taxes, ensure that the corresponding products in RTP|One 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%.
Infrastructure Tasks
Infrastructure Task that must be completed first. Remove section if not required
Commerce Tasks
AW Commerce task that must be completed first
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rate.
Siriusware
If products are taxed inclusively, setup Item(s) for Siriusware inclusive tax, ensuring it matches what is configured in Aspenware Commerce.
If products are taxed exclusively, setup Item(s) for Siriusware exclusive tax, ensuring it matches what is configured in Aspenware Commerce.
If you wish to display itemized taxes, ensure that the corresponding products in Siriusware must also be configured with only one tax, at the matching rate.
Settings and Language Strings for this Feature
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Settings
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Settings
To display tax in the cart during checkout, 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
(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.
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Setting
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Value
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ecommercesettings.taxes.displayitemized
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True
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taxSettings.DisplayTaxRates
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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:
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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
(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 %.)
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String resource
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Value
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Messages.Order.TaxRateLine
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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.
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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 (Optional - 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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and add the following setting and value if it doesn’t already exist.
Setting | Value | Example |
shoppingcartsettings.displaytax | When set to “True”, the line item for taxes will be displayed on the shopping cart and checkout and are defaulted to the language strings shoppingcart.totals.taxlabel for the shopping cart and checkout.totals.tax for checkout. When set to “False”, the line item for taxes will not be displayed on the shopping cart. Note: checkout will display the tax line whether this setting is True or False. NOTE: Depending on this setting, inclusive vs exclusive taxes, and the setting for 'taxsettings.hidetaxinordersummary”, the cart display may vary. | True  False  |
taxsettings.hidetaxinordersummary | When set to “True”, checkout will display the taxes $__. When set to “False”, checkout will always display a $0 value in checkout. NOTE: Depending on this setting, inclusive vs exclusive taxes, and the setting for shoppingcartsettings.displaytax, the cart display may vary. | True  False  |
(Only supported for Exclusive Tax) To enable itemized taxes in your store, go to Settings > All Settings (Advanced), search for the ‘ecommercesettings.taxes.displayitemized’ setting and set it 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. This is REQUIRED for stores that sell Retail products and have tax set to “By Country” in Tax Providers.
Setting | Value |
ecommercesettings.taxes.displayitemized | True |
taxSettings.DisplayTaxRates | True |
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Language Strings
To configure the language string for the tax component of the shopping cart, 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}: |
Detailed Setup Guide
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Create Tax Rules
Create Tax Settings
Apply Tax Setting to Products
Display Itemized Taxes to Guest (Optional)
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NOTE: For information on tax setup within the retail configuration, see the Retail Configuration Documentation section. |
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; however, if the price of the product in the shop is inclusive of tax and the product in the POS is setup for inclusive tax, taxes for these products will be calculated correctly in the POS. |
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.
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IMPORTANT: Unity does not support RTP|One Tax configuration for the method called “Inclusive Tax with Discount/Commission Reduction”. |
Go to Configuration > Settings > Tax Settings. Toggle the display to ‘Advanced’
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’
Price Include tax: Uncheck
To setup inclusive tax, enter the following:
Allow customers to select tax display type: Uncheck
Tax display type: Select ‘Including tax’
Price Include tax: Check
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.
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NOTE: Unless configuring tax for Retail products, set this to 'Fixed rate.' |
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 if the product is taxed.
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. 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 store to display taxes broken out by tax category 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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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.
Add the applicable tax to all taxable products in your store (See Step 3 above.) 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 tax categories and assign the 5% tax to lift, lesson, and pass products, and the 12% tax to rental products.
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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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IMPORTANT: If configuring tax for products using Aspenware Payment Plan functionality, see additional configuration steps in the detailed setup guide. |
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