USER`S MANUAL
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1. are introduced in Front end and Back office of the store Objective This document is aimed at educating the users of this Module to have enough knowledge on the Installation process making use of the configuration options attached with the module and about the complete functionality involved in it Support and Contact Info We at Taxamo are highly dedicated in providing the best solution available in the market We respect our customers and will address their queries in timely fashion Please Contact us at mailto support taxamo com Page 4 of 14 Magento Extension for Taxamo USER MANUAL Module Overview This Module for Taxamo is built to work with Magento Ecommerce platform it connects with Taxamo s server for calculating the Tax Price which is applied on each transaction that will be carried out through the store In order for the Tax price VAT to be calculated this module has to do the connectivity through available API scripts By posting the necessary information Parameters into Taxamo s server through API the system paves way for Taxamo s server to calculate the VAT price Tax amount and receives back the same which is presented on the store as the Tax amount and added to the transaction Module Installation 5a How to Install the Taxamo Module The Taxamo Module can be installed into a Magento Store by following these guidelines Login to Magento Back office Navigate through System gt Magento Connect gt Ma2. doing Synchronization via Dictionary API Here the Magento does a regular check on Taxamo s database for every 5 mins to find if any product type is being newly introduced if in case it finds a new value it auto updates the same in our Magento s system This way the Product Type will stay up to date around the clock and any time in future 9e Informative Flag The transaction can be marked as informative to avoid Vat being applied to it Informative Flag can also be applied to a specific line item in the cart Basically Informative Flag will apply for Physical Products that are sold along with the virtual goods These products are still recorded in Taxamo only for the purpose of Tax Submission Expected Errors 1 This module upon successful installation via Magento Connect Manager and while submission required information such as API URL and Private Token on module configuration page will end up with 404 Error This is usual and occurs when you install a module from magento back office this occurs due to cache that was set on the web browser To overcome this one should logout and login again into the back office After Logging in refresh the cache from cache management and navigate to Taxamo tab Then Click to open the module configuration page 2 During B2B Transaction if the Taxamo setting for Allow EU B2B transaction is set as disabled then the system will throw an error message and the transaction will be left incomplete S
3. i Y Module to add Ajax captcha functionality for magento 5b How to Enable and Disable the Module To Enable or Disable the Taxamo Module 1 Navigate to System gt Configuration gt Advanced Find the Taxamo Module from the list of Modules that were currently installed into Magento 3 You can find a switch option to enable or disable the module 4 Now Enable or Disable the module 5 Finally click Save Config button to save the configuration Page 6 of 14 Magento Extension for Taxamo Advanced USER MANUAL Save Config Clorida_Taxamo Cm_RedisSession Mage_Admin Mage_AdminNotification Mage_Api Mage_Api2 Mage_Authorizenet Mage_Backup Mage_Bundle Mage_Captcha Mage_Catalog Mage_Catalogindex Mage_Cataloginventory Mage_CatalogRule Mage_CatalogSearch Mage_Centine Enab Enab Enab Enab Enab Enab Enable Enab Enab Enab Enab Enab Enable Enab Enab Enable Module Configuration Page 6a Controls available on Module Configuration Page and their use This page contains controls for making the module functioning along with Magento 1 CoN o Ur eM Enabled Select Yes No to make the module functioning or inactive Test Mode Select Yes No to allow the script to choose between Test and Live key If chosen Yes the Test key will be considered for authentication If chosen No then the Live Token will be considered for authentication API URL Field that
4. Magento Extension for Taxamo USER MANUAL taxamo User s MANUAL Magento Extension for Taxamo Manual Version 1 0 Published by Taxamo http www taxamo com doc plugins magento Page 1 of 14 Magento Extension for Taxamo USER MANUAL Statement of Confidentiality All data and information contained in or disclosed in this document are confidential It embodies proprietary know how and represents a valuable asset to its originator and intellectual proprietor Taxamo Therefore all rights therein are expressly reserved By accepting this material the recipient agrees that this material and the information contained therein are held in confidence and in trust and will not be used copied or reproduced in whole or in part nor its contents revealed in any manner to others without the written permission of Taxamo Consequently the recipient shall safeguard the confidentiality of said information and not use it for any other purpose than for their self usage Recipient shall enjoin this comportment on its employees having access to the information Page 2 of 14 Magento Extension for Taxamo Table of Contents About this Guide Objective Support and Contact Info Module Overview Module Installation 5a How to Install the Taxamo Module 5b How to Enable and Disable the Module Module Configuration Page 6a Controls available on Module Configuration Page and their use API Conn
5. Taxamo Module Taxamo_Product_Type attribute will be created and 4 values Ebook Eservice Default Enewspaper will be associated with it Using this attribute Taxamo product type administrator can assign the product type for each individual product that is available in the store SKU lap1 Weight 1 0000 Set Product as New from Date fe Set Product as New to Date B Status Enabled v URL Key lap1 Create Permanent Redirect for old URL Visibility Catalog Search v Country of Manufacture Y Taxamo Product Type e newspaper None default e service e book Page 8 of 14 Magento Extension for Taxamo USER MANUAL API Connectivity 7a Parameter s sent to Taxamo for Location Identification To identify the location of buyer Taxamo does a check to match any of the two parameters that are supplied to it for identifying the buyer s country and charge accordingly Below are the parameters passed to Taxamo Buyer s IP Address Country Code submitted on Billing Address Force Country Code sent upon Self Declaration Vat Number Credit Card Number BIN e Phone No country code OCRI Of the above if any two matches the Taxamo will calculate the Tax Price if not then there will be no Tax Price calculation denotes parameters with highest level evidence by Taxamo and Vat is calculated accordingly 7b Product Line Parameter s sent to Taxamo for Tax Price Calculation Product Amount Cur
6. contains the url for making connectivity with the Taxamo s server Test Private Token Where you can enter the Private Token for Test Mode Test Public Token Where you can enter the public Token for Live Mode Live Private Token to enter Private Token key to connect with Taxamo in a Live Mode Live Public Token to enter Public Token key to connect with Taxamo in a Live Mode Tax Label Enter the label name in which the Tax price should be printed or displayed on the store Page 7 of 14 Magento Extension for Taxamo USER MANUAL 9 Global Product Type Control By checking the box and selecting the product type using the select control we instruct the system to consider the chosen product type to be assigned commonly for all products available in the store 10 After making any changes on the Module configuration page we should save the settings by clicking on Save Config Button Taxamo Enabled Yes v STORE VIEW Configurations O Test Mode Yes v STORE VIEW API URL https api taxamo com STORE VIEW TEST Public Token public_test_mJQpsp 3joCQw0qJ W1IwsBglis9N STORE VIEW TEST Private Token priv_test_VIOIPAlmwRhpVkahBTi_WCjsn8IMM10L STORE VIEW LIVE Public Token STORE VIEW LIVE Private Token STORE VIEW Tax Label VAT STORE VIEW Product Type Configs a Enable default product type No v STORE VIEW Product types e book STORE VIEW 11 Product type as attribute Upon installing the
7. d for a transaction will be displayed in MY ORDERS page in User Dashboard Tax amount will be represented by the Tax Label that was defined in the module configuration page ITEMS ORDERED PRODUCT TEST PRODUCT Back to My Orders SKU PRICE QTY SUBTOTAL TPooi 1 000 00 Ordered 1 000 00 1 Subtotal 1 000 00 Shipping amp Handling 0 00 VAT 55 00 Grand Total 1 055 00 Page 12 of 14 Magento Extension for Taxamo Back Office Features 9a Transaction key on Order table USER MANUAL The Transaction key will be generated when we invoke the Create Transaction method i e the system will notify the Taxamo using the method Create Transaction and on notification Taxamo will have the Transaction key generated and which will be collected by the system and stored in the Order table for store owners administrator s reference 4 Orders Create New Orde Page 4 of pages View 20 x perpage Total 1 records found GJ New Order RSS F epote wl esau Select Visible Unselect Visible O items selected aws DE Order PurchasedOn Bilito Name Ship to Name G T Base G 1 Purchased iTaxamo Transaction Key Status Action iso Frome From From i To F To To 100000001 Jan 6 2015 10 26 46 JohnJ JohnJ 546 60 st GooEwveamssnorsciurcs F Penano View AM 9b Tax Amount and Tax Percentage The Tax Amount and the percentage that was received from Taxamo will be st
8. ectivity 7a Parameter s sent to Taxamo for Location Identification 7b Product Line Parameter s sent to Taxamo for Tax Price Calculation 7c Additional Parameters sent to Taxamo 7d Parameters received from Taxamo Front End Features 8a Tax Price displayed on Shopping Cart Page 8b Tax Price displayed on Order Summary Page 8c Tax Price displayed on My Orders Back Office Features 9a Transaction key on Order table 9b Tax Amount and Tax Percentage 9c Automatic status update 9d Product Type Sync via Dictionary API 9e Informative Flag Expected Errors System Compatibility Conclusion USER MANUAL Page 3 of 14 Magento Extension for Taxamo USER MANUAL About this Guide Welcome to Magento Extension User Guide for Taxamo this document provides an overview of Magento Extension developed by Taxamo This guide is intended for Store Owners to know how the installation of this module was done and the user input required on each stages in order to see it functioning The document provides a detailed explanation on installing and using this module on a Magento Ecommerce solution The guidelines will help you in getting this module installed and running flawless without any additional support The guide starts with Module Installation and explains the initial configuration required in order making the connectivity with Taxamo and later on details the features that
9. er s Ip Address Self Declaration Force_Country_Code SMS Option Force_Country_Code but the country code will be identified by Taxamo based on the Verification code submitted to it For a B2B transaction Taxamo considers a transaction as B2B when it receives the VAT Number along with other parameters that are submitted to it for Vat price calculation But the transaction will be complete or successful only if the setting Allow EU B2B transactions is enabled in Taxamo s Setting page Vat Number is the highest level of evidence considered by Taxamo for calculating the Tax price Of all the parameters that we sent only Vat Number is been considered and the tax price is calculated This applies only for B2B transactions Page 11 of 14 Magento Extension for Taxamo CHECKOUT bm ORDER REVIEW PRODUCT LAP2 USER MANUAL YOUR CHECKOUT PROGRESS BILLING ADDRESS CHANGE Edit johnJ Clorida Infotech Edit Charles Thousand Oaks Paris 4000 Edit France T 4154187654 Edit SHIPPING ADDRESS CHANGE john J Clorida Infotech Charles Thousand Oaks Paris 4000 PRICE QTY SUBTOTAL Dim T 4154187654 400 00 1 400 00 SHIPPING METHOD CHANGE Subtotal 400 00 Flat Rate Fixed 0 00 I CHANGE Shipping amp Handling Flat Rate Fixed 0 00 PAENT BETEREZLS Check Money order VAT 22 00 Grand Total 422 00 Forgot an Item Edit Your Cart 8c Tax Price displayed on My Orders Tax Amount thus calculated and store
10. gento Connect Manager 3 Before landing on Magento Connect Manager the system may prompt you to log in Use the same login details that you use for Magento Back office to get in 4 Once after you landed on Magento Connect Manager you will find two options i Install New Module from Magento Connect ii Direct Package Upload 5 You can choose Direct Package Upload since you will be provided with the files in hand 6 After choosing the file and clicking on Upload will start the installation process 7 On successful installation the system will display the message saying that the module is successfully installed 8 Then click on the refresh button to see the Taxamo module installed and listed along with the other Modules that were already installed Page 5 of 14 Magento Extension for Taxamo USER MANUAL Magento MANAGER Extensions Settings Retum to Admin Log Out W Putstore on the maintenance mode while installing upgrading backup creation E Create Backup Database y Install New Extensions Search for modules via Magento Connect EJ Paste extension key to install instan Direct package file upload ou Download or build package file Upload package file Choose File No file chosen Manage Existing Extensions Check for Upgrades Channel Magento Community Edition Clear all sessions after successfull install or upgrade C Package Name Installed Actions Summary OutsourceOnline_Captcha 2 0 6 stable
11. ored in the order table Here is where the Store Owner Administrator can have detailed view on Tax calculation made for each items that was placed in an order Items Ordered Product Item Status Original Price Price Qty Subtot _ Tax Amount Tax Percent Di count Amount Row Total Desktop Ordered 150 00 150 00 Ordered 1 150 00 20 0 00 180 00 SKU desktop123 Mobile Ordered 100 00 100 00 Ordered 2 200 0 20 0 00 240 00 SKU mobile123 Lap Ordered 120 00 120 00 Ordered 1 120 00 5 5 0 00 126 60 SKU Lap123 Add Order Comments Subtotal 470 00 ame a 4 Pendin d Shipping amp Handling 3 0 00 Comment EU VAI EE fi rand Total 546 6 E Notify Customer by Email Visible on Frontend O Jan 6 2015 10 26 47 AM Pending Customer Notified 7 Total Paid 0 00 Total Refunded 0 00 TotalDue 546 60 Page 13 of 14 Magento Extension for Taxamo USER MANUAL 9c Automatic status update Status of the Transaction that was recorded in TAXAMO will be affected automatically in accordance to the status that was found in Magento So when an order is placed in Magento the transaction recorded in Taxamo will have status as Unconfirmed and when the order status is changed to complete in magento then with immediate affect the transaction status in Taxamo will be auto updated as Confirmed 9d Product Type Sync via Dictionary API Product Type s are now been auto updated by
12. rency Code Product Type Tax Number applicable for B2B sales can be used by businesses to avoid Tax price on cross border transactions 7c Additional Parameters sent to Taxamo There are some additional parameters which will be sent to Taxamo to be stored in the Transaction Custom ID ORDER Order Description Product Description Quantity Billing Address Page 9 of 14 Magento Extension for Taxamo USER MANUAL 7d Parameters received from Taxamo There are several parameters that are received from Taxamo But we will be storing selected parameters that are required to be found in the order table e Transaction key e Tax Amount Front End Features 8a Tax Price displayed on Shopping Cart Page Logged in User As a logged in user when you add items into cart the system passes the country code that was submitted by the user while registering with Magento Taxamo on receiving the country code along with the buyer s IP address matches both to verify the location If match found then the tax will be calculated and displayed on the shopping cart If not then the tax will not be displayed in shopping cart Guest User In case of a Guest user the tax amount will not be displayed right away in the cart since the system doesn t have the value for the country code which should be passed to Taxamo for Tax Price Calculation But the price will be displayed when Contradictory Evidence is enabled in Taxamo s control panel This i
13. s because Taxamo considers Buyer s IP address as the highest level evidence and calculates the price even when the minimal information is submitted to Taxamo at this stage SHOPPING CART PRODUCT PRICE ary SUBTOTAL TEST PRODUCT 1 000 00 1 1 000 00 SKU TPoot ESTIMATE SHIPPING AND TAX COUNTRY STATE PROVINCE ZIP France v Paris vy 4000 Flat Rate Fixed 0 00 UPDATE TOTAL SUBTOTAL 1 000 00 VAT 55 00 GRAND TOTAL 1 055 00 PROCEED TO CHECKOUT Checkout with Multiple Addresses Page 10 of 14 Magento Extension for Taxamo USER MANUAL 8b Tax Price displayed on Checkout Process The Tax Price calculated on the checkout process will be based on the Buyer s IP Address Billing Country Code Phone No Vat Number If B2B Credit Cart if chosen as the payment option Force Country Code if self Declared When all these values are submitted to Taxamo it checks for 2 piece of evidence to identify the location and sends back the Tax Amount In case of 2 piece of evidence contradicts the system does further checks based on the verification settings that were enabled on Taxamo s admin panel Contradictory Evidence Self Declaration and SMS Option are the 3 verification methods found in Taxamo to identify the location when 2 piece of evidence mismatches All these verification method has unique ways of locating the evidence Contradictory Evidence considers one piece of evidence Buy
14. ystem Compatibility This module works well with Magento 1 9 series and earlier versions of Magento 1 8 Page 14 of 14
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