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 | |
|---|---|
RTP|One
Siriusware
| PREREQUISITE |
2. COMMERCE TASKS | |
Language String, Setting, HTML widgets Setting
Language Strings
| PREREQUISITE |
1. Create Tax Rules REQUIRED
2. Create Tax Settings REQUIRED
3. Apply Tax Setting to Products REQUIRED
4. Display Itemized Taxes to Guest 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
RTP|One
If products are taxed exclusively, setup Product Headers for exclusive tax, ensuring it matches what is configured in Aspenware Commerce.
If products are taxed exclusively, setup Product Headers for exclusive tax, ensuring it matches what is configured in Aspenware Commerce.
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.
If you wish to display itemized taxes, ensure that the corresponding products in RTP|One must also be configured with only one tax, at the matching 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
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
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.
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 |
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
Create Tax Rules
Create Tax Settings
Apply Tax Setting to Products
Display Itemized Taxes to Guest (Optional)
NOTE: For information on tax setup within the retail configuration, see the Retail Configuration Documentation section within the appropriate Legacy Documentation for your POS.
1. Create 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.
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. 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.
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.
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 and assign the 5% tax to lift, lesson, and pass products, and the 12% tax to rental products.
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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