Now let's Setup Taxes. After that, we need to fill out Company Profile, such as: Name, Address, Phone...
Depending on the countries you live, you may have one or to taxes combine. For example, in Canada, there are GST and PST. GST is so called Good and Services Tax for federal government. PST is so called Provincial Sales Tax for provincial. In other country, we call it TAX1 same as GST, and TAX 2 same as PST.
When an order check-out, its Sub_Total is multiplied with the combination of both taxes. For example, if Sub_Total = 100.0$, setup GST = 5%, setup PST = 8%. Then the calculation is : Total Tax = Sub_Total x ( TAX1_GST_PERCENTAX + TAX1_GST_PERCENTAX) = 100.0 x (0.05 + 0.08) = 13.0$
It displays on the shopping cart as Total Tax = 13.0$.
• To setup the Tax1 or Gst, and Tax2 or Pst - Table x_shop_property screen.
-> Open table x_shop_property. Click on any row of the first column key to open Data Entry screen.
-> At field TAX1_GST_PERCENTAX, enter = 0.05; In other country, consider as TAX1. If you don't have tax 1, then enter = 0.0
-> At field TAX2_PST_PERCENTAX, enter = 0.08; In other country, consider as TAX2. If you don't have second tax, then enter = 0.0. That's it.
• To setup the Tax Exemption for Member - Table x_customer
If a member has tax exemption, such as in Canada called PST exemption for certain businesses. Then on your website, you must create a web page for example, called Our Tax_Shipping Policy. In this page, you explain your policy for tax and shipping. Such as, if members have PST exemption, then they should register first before order. After register, member login [Member Home] -> Click on Member Collaboration = Register Your Tax Exemption Number. Where the member will enter the registration number of PST. It then updates the field = TAX2_PST_EXEMPT in table x_customer. See in Member Collaboration will show you how to create that.
When this member with tax exemption orders, the shopping cart checks this value, if there is, it reduces total tax from 13% to 5% ( PST=8% exempt) for that member only. Other members still have to pay 13% of total tax. NOTE In order to get tax exemption, before ordering, this member must login first. If not, the shopping cat will show no tax exemption.
That's it for taxes.
• When an email invoice is sent, or an invoice, a report generated, or email sent from Get Invoice Quote Tool, it will look up company profile in the table x_company_profile, for Name, Address, Phone...
Picture: Table x_company_property allows you to setup a profile for your company that is used for report generation, email invoice, Sales Invoice Quote Tool...
| X_COMPANY_PROPERTY | DESCRIPTION |
| * NAME | Is the Key. Name of your company. |
| Company main email contact. | |
| * ADDRESS | Company main address contact. |
| * PHONE | Company main phone contact. |
| * FAX | Company main fax contact. |
| * WEBSITE | Company website. |
| * ACCOUNT_MANAGER_NOTES | The Account Manager Name + His/her Phone + Extension ... |
| * EMAIL_ACCOUNT_MANAGER | The Account Manager Email |
| * INSIDESALES_NOTES | Name of the Inside Sales Rep + His/her Phone + Extension ... |
| * EMAIL_INSIDESALES_NAMES | Email of the Inside Sales Rep |
| * MAP | The web address of the map of your company. Go to GOOGLE, search for Map f your company address. Then copy that web address in here. It is used for direction of your location. |
• Table x_company_property lets you create the Company Profile.
• To add Taxes, use table x_shop_property. Member must register Tax exemption first before order.