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In this tutorial, we'll take a look
at how you can set up
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and configure the interaction
between Infigo and Avatax from Avalara.
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This primarily consists
of inputting account
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information
from your Avatax account into in Infigo,
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and is ultimately quite simple
to configure.
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In our example, we're
utilizing a sandbox account within Avatax,
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meaning the process may differ
slightly from your live instance.
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So I'm on a new storefront here,
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and all I've really done is created
a customer and a product.
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First thing we're going to do is ensure
that the Avatax plug in is enabled
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on the Connect Settings screen.
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Next, we'll begin to configure
the settings for our Avatax.
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Plug in.
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So I'm going to go to the Connect
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Plugins screen.
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And then go to configure
next to our Avatax provider.
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Now in
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here we need to enter our account details.
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Note that all four authentication fields
are not required to be filled either.
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Input the username and password
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or you can do the account
ID number, license key,
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and all of these can be located
in your Avatax account.
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In our case, we're working with Avataxes
sandbox mode.
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So we're going to enable
this particular checkbox.
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And scrolling down slightly
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you can check to include freight details.
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So this will include the freight details
as a new line in the transaction
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area of your Avatax account.
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Scrolling
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down a bit further,
we have a range of default settings.
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First, in here
we have the default tax rate.
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This is the percentage tax rate
that will be utilized
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if a value cannot be returned from
Avatax via the integration.
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Below here we can also enter
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a range of default information on company
code,
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customer code and default tax code.
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And again, these relevant
bits of information can be located
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from your Avatax account.
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I'm going to select a required shipping
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tax code.
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And then scrolling down
to the final section here
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we do have the ability
to enter a ship from address.
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And this will be utilized
as a source location for your shipments.
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With all that completed, click on Save.
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Next, let's ensure
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that Avatax is being utilized
as our primary tax provider.
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I do this by searching for tax providers.
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You can see we've got all a list
of all of our available tax providers. And
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I'm just going to find Avatax and click
as click on Mark as primary provider.
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Next I'm going to
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navigate to my tax settings.
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So tax settings
contains a large range of options
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allowing you to fine tune
how tax is utilized.
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And despite the were no settings in here
that are specific to Avatax,
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however, they will work alongside Avatax.
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So a couple of examples
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I can see here.
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I've got my tax based on option
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by selecting something different in here.
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So let's say shipping address
from tax based on.
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This means that the entered
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shipping address on the checkout
screen for your customer will be used
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for the calculation of tax,
and will be passed into Avatax.
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Another example is tax on delivery
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where you see I have the ability to select
controlled by provider.
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We're going to save any changes I've made.
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And next I'm
going to navigate to tax categories.
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Even though they will not directly be used
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we still need to ensure a tax
category is available
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and then assign it to our products
for which tax calculation is a factor.
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So for example, I've got three
on my particular storefront here.
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I'm just going to utilize standard.
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It doesn't really matter which one I use.
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We just need to be able to assign
any of them to a product that requires
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tax calculation.
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So next
I'm going to go to my list of products
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and on the product I created in advance
of creating the video,
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I'm going to go to my product variants
settings.
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I'm going to scroll down
and navigate to the section
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which deals with tax.
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So I'm
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just going to select on my products
one of those tax categories.
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One of these needs to be selected
in order for tax to be calculated
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for this product. When it's ordered.
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And I'm just going to go up
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to the top of the screen
and save those changes.
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I'm then going to go
to customer management.
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So what we're going to do
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next is ensure that we have a customer
with a shipping address.
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Now addresses can be input
during the ordering process of course.
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However we can also predefined addresses
to accounts to simplify the process.
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Other resources in the Infigo Academy
and Help Center.
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We'll show this in more detail.
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So I'm just going to go and edit
to the customer.
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I've made.
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Go to my addresses section
and add a new address.
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I'm going to save that,
and I'm just going to set
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that as my default
shipping and billing address.
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So it's already selected when we're going
through the order process.
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Next let's go ahead and impersonate
this customer
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and proceed with a sample order.
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Let me go ahead and add
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that product to basket.
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And we can see that
tax is being calculated for this order.
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Information is being sent from Infigo
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to Avatax During the interaction
with the Infigo basket.
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Calculations are taking place in Avatax
which is then returning a calculated
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tax rate.
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Once we place this order,
we can head over to our Avatax account
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and obtain some additional details
on how this tax was calculated.
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So I'm just going to go ahead
and place that order.
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So I've just navigate
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to that transaction
within my Avatax account.
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We can see here that this transaction
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contains all the relevant details
from the order placed within Infigo.
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This includes the shipped from
and shipped two addresses and a breakdown
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of all the individual line items
and their associated tax calculations.