Configuration: Taxes

Setup Checklist

This section is a comprehensive and high level summary of all tasks and prerequisites required for this feature to function properly. This section is purposed for use after an administrator is familiar with configuring this feature as an “audit” checklist. For detailed set-up instructions, jump down to “Prerequisite Tasks” and “Detailed Setup Guide” and then follow up with this checklist to ensure all steps are completed.

1. POS TASKS
POS Task 1 REQUIRED Example of POS Task Products that need age ranges assigned are created in POS and have age ranges added to POS	PREREQUISITE
2. INFRASTRUCTURE TASKS
Infrastructure Task 2 - REQUIRED Example of Infrastructure Task Confirm that the Azure function app is setup and configured to the desired frequency. - REQUIRED	PREREQUISITE
3. COMMERCE TASKS
Commerce Task 3 - REQUIRED Example of Commerce Task Confirm that the Aspenware Commerce products that will have inventory assigned to them are fully configured with the correct attributes - REQUIRED	PREREQUISITE
Language String, Setting, HTML widget, etc. Task 4 - REQUIRED Setting Ensure that shoppingcartsettings.displaytax is set to ‘True.’ Language Strings Configure shoppingcart.totals.taxlabel to ‘Tax (Estimate)’ Configure checkout.totals.tax to ‘Tax’	PREREQUISITE
Configuration Task 5 - REQUIRED Example of Configuration Task Inventory is mapped to product or product variant in the Inventory Pool plugin REQUIRED Code is entered REQUIRED If using location in RTP, location code is entered REQUIRED If multi day product, number of days is defined REQUIRED If using non default lock time of 900 seconds, the desired lock time is configured. OPTIONAL	DETAILED SETUP

Prerequisite Tasks

This section describes all requirements that must be completed before you can begin setting up this feature. Once these tasks are complete continue to the next section.

POS Tasks

POS Task that must be completed first

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

This feature may require updates to the following settings, language strings and/or HTML Widgets. Learn more about how to update and create Settings, Language Strings, and HTML widgets follow the links to the respective section.

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

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

HTML Widgets

AW Commerce HTML Widgets that must first be completed

Detailed Setup Guide

Create Tax Rules
Step 2 Header

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.

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.
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’

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