00:00:07:04 - 00:00:07:13
Right.
00:00:07:13 - 00:00:10:22
So what I want to talk about
next is about configuring
00:00:10:22 - 00:00:13:22
payment options and taxation.
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I want to start off with basic taxation
methods. So.
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It allows for like when we're talking
basic taxation.
00:00:23:06 - 00:00:27:06
It allows for comprehensive management
of taxes across multiple storefronts.
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Via global and individual platform
settings.
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Administrators can create
and adjust tax categories.
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They can configure fixed tax rates
if that's applicable to where you are
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in the world, and you can apply
those taxes to both products,
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and you can apply them to other areas
or other fees as well.
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So if you delivery charges are taxed,
you can put them on there.
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If you're handling fees
that you might have applied
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or taxed, you can put it on there as well.
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So you can apply the
taxes to different places.
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So if I just search for tax.
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I'll go in my tax settings to begin with.
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Now this is just sort of
there's obviously a lot of settings here.
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We're not going to go through those all,
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but just to give you, an overview
of what kind of things are on here.
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So you have the ability to change how
taxes are displayed on your storefront.
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So some countries might want taxes to just
be included in the product by default.
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You don't need to say that
taxes are included.
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It's just assumed
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you might get others where tax is excluded
and you need to say so,
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or you don't need to say so.
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A lot of those, options will be found
on the tax settings here.
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You've also got the
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ability to specify
what the tax is based on.
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So the tax address
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where it's actually calculating the tax
from whether it's oh yeah.
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Two whether it's billing address
shipping address
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or a default address if applicable,
which is just
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by default going to use an address
which you put into this screen here.
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And no, it's.
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And then coming further down
you have the ability to specify
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whether tax applies to other things
other than the product.
00:02:15:15 - 00:02:17:03
Pricing.
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So this is where you can say,
oh, we're going to be taxing delivery
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or are we going to be taxing,
processing fees on payment
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methods or handling and processing fees,
which I'll get on to a bit later on.
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So you can specify
whether they need to be taxed as well.
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Okay.
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So if I go to tax categories next,
this is just where
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we can create different.
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Bands of tax essentially.
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So we're not actually deciding
what to do with them here.
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What we actually do with
these bands will be decided by the tax
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methods we utilize,
just to make it nice and confusing.
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But we do create the tax categories
as a way of assigning different
00:03:02:14 - 00:03:03:20
things to different places.
00:03:03:20 - 00:03:06:19
So you might have a tax category,
which is to do with shipping,
00:03:06:19 - 00:03:09:11
or you might have a tax category,
which is to do with
00:03:09:11 - 00:03:11:23
shipping to a certain place.
00:03:11:23 - 00:03:14:08
For example.
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And creating one of those is nice
and easy.
00:03:16:09 - 00:03:19:27
It is just add value as a name
and say where it is in the West.
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We're not deciding
anything else at this stage.
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I'm. If I
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then go to tax providers
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now, this is where we actually configure
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where these taxes are using
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what the where those categories are used
and what the rates are going to be.
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They're applied to them.
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So we do have a couple of
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external plug ins to external tax
00:03:50:28 - 00:03:52:05
calculation providers.
00:03:52:05 - 00:03:54:07
I'll get onto those in a moment.
00:03:54:07 - 00:03:58:12
However, what I'm focusing on in
this section more is the basic ones.
00:03:59:13 - 00:04:02:03
So we have these fixed rates tax
00:04:02:03 - 00:04:06:01
and we have tax by country and state.
00:04:06:01 - 00:04:09:29
And that if you need to apply a certain
tax rate to a certain location.
00:04:11:22 - 00:04:14:06
So they're both pretty easy to specify.
00:04:14:06 - 00:04:16:21
First off
you need to specify which sort of taxation
00:04:16:21 - 00:04:18:27
method
you want to use as your primary source.
00:04:19:29 - 00:04:21:18
Go to configure.
00:04:21:18 - 00:04:24:19
And then if it's the basic fixed
tax provider,
00:04:24:19 - 00:04:27:19
you can just assign
a different tax band to
00:04:28:07 - 00:04:30:16
the different
00:04:30:16 - 00:04:33:16
categories.
00:04:34:25 - 00:04:37:25
If you're on tax by country
00:04:38:00 - 00:04:41:18
or state or any other place,
you just adding a bit more information,
00:04:41:29 - 00:04:45:24
you specifying whether it's a country,
whether it's a region within the country,
00:04:45:24 - 00:04:50:02
whether a certain postcode associating
that with a particular category.
00:04:50:25 - 00:04:53:10
And then you're saying what
that percentage of taxation
00:04:53:10 - 00:04:56:10
is going to be.
00:04:57:19 - 00:05:00:17
Now that's just setting up the actual
tax bands.
00:05:00:17 - 00:05:03:20
We need to still apply the taxation
to the products as well.
00:05:04:01 - 00:05:07:18
That is another thing which is done
on a products by product basis.
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So if I go to my product management again,
00:05:11:07 - 00:05:13:07
back to my product variance settings.
00:05:17:00 - 00:05:17:19
Scroll down a
00:05:17:19 - 00:05:20:19
little bit and you see
we have the ability to select
00:05:20:21 - 00:05:24:14
one or multiple different tax bands
for this particular product.
00:05:24:14 - 00:05:28:07
So you are applying this on a product
by product basis or product group
00:05:28:10 - 00:05:31:10
if that's relevant as well.
00:05:38:28 - 00:05:39:12
Okay.
00:05:39:12 - 00:05:42:22
The next thing to mention here
is about tax plugins.
00:05:43:07 - 00:05:47:10
So we do have
for those where taxation we're in a nation
00:05:47:10 - 00:05:50:01
where taxation is a little bit
more complicated,
00:05:50:01 - 00:05:53:04
and the US is the one that jumps to mind
just due to all the different states
00:05:53:04 - 00:05:54:14
you have to deal with.
00:05:54:14 - 00:05:58:07
We do have integrations with Avatax
00:05:58:07 - 00:06:02:19
which I think is how you pronounce that,
maybe Avatax and TaxJar as well.
00:06:03:06 - 00:06:05:06
And those plugins work.
00:06:05:06 - 00:06:09:28
So if I go to providers
you see there we've got tax jar
00:06:09:28 - 00:06:15:11
and Avalara Avatax
I think Avalara is the one I've set up.
00:06:15:11 - 00:06:16:09
So let's configure.
00:06:18:14 - 00:06:21:00
That you see we
just put in some authentication details.
00:06:21:00 - 00:06:24:26
There's other details further down which
I'll keep hidden for the purposes of this.
00:06:24:26 - 00:06:27:26
Just in case they identify anything.
00:06:28:28 - 00:06:31:15
And then that's just using
that third party service.
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So when you actually create your basket
and start proceeding through the checkout,
00:06:36:20 - 00:06:40:04
it sends all that relevant information
to have a tax
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based on source location, based on,
00:06:45:03 - 00:06:46:07
destination location.
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And we'll feed that live tax rate
back to you.
00:06:49:06 - 00:06:52:12
You've also got the ability in here
to specify a default tax rate.
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So if it fails for whatever reason,
it doesn't mean that there'll be no tax
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added.
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You can specify what that default fallback
00:06:59:09 - 00:07:02:09
rate is going to be.
00:07:02:12 - 00:07:06:07
Now in terms of what the actual end
user will see, it's it's nothing
00:07:06:28 - 00:07:10:22
groundbreaking because it's just
seamlessly integrated into the workflow.
00:07:11:16 - 00:07:14:22
So you'll see here for example,
that I have it's available arrival
00:07:14:22 - 00:07:16:24
VAT as a value added tax.
00:07:16:24 - 00:07:19:24
Appreciates
called the things in different countries.
00:07:19:28 - 00:07:22:00
If I start
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updating those values,
00:07:25:26 - 00:07:27:23
you can see that
value gets updated as well.
00:07:27:23 - 00:07:31:07
And that is a live feed
where the information is getting sent
00:07:31:21 - 00:07:33:17
to the third party platform.
00:07:33:17 - 00:07:36:09
Then we receive back and update it.
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And because that's their bread and butter,
that's their specialism.
00:07:39:09 - 00:07:42:01
You know,
if you've configured that platform right,
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that's what you're going to get.
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All right, I appreciate it.
00:07:51:22 - 00:07:53:07
And proceeding
through these quite quickly.
00:07:53:07 - 00:07:57:17
But just as a reminder, that page I gave
you does have links to additional content.
00:07:57:17 - 00:07:59:27
If you want more information
on any of these.
00:07:59:27 - 00:08:02:27
And another reminder,
00:08:03:09 - 00:08:05:15
do put any questions in there
that you have.
00:08:05:15 - 00:08:08:15
We'll happy to answer those.
00:08:08:24 - 00:08:09:11
Right.
00:08:09:11 - 00:08:12:11
So payment methods.
00:08:16:25 - 00:08:22:14
And okay so we'll start off with some what
I'm going to call core payment methods.
00:08:22:14 - 00:08:26:22
So these are the ones that don't
require integrations with third parties.
00:08:27:13 - 00:08:30:10
And obviously in the vast
majority of cases
00:08:30:10 - 00:08:33:27
within Infigo
storefront and say third party,
00:08:34:22 - 00:08:37:22
integrations are utilized,
00:08:37:22 - 00:08:40:22
especially if you need to take payment
on the storefront.
00:08:41:05 - 00:08:43:28
However, in terms of the core
payment options,
00:08:43:28 - 00:08:46:15
these include things
such as purchase order,
00:08:46:15 - 00:08:49:23
which will be the one
that's active on your platform by default.
00:08:51:06 - 00:08:52:06
You've also got options
00:08:52:06 - 00:08:55:06
in there, which, cash on delivery.
00:08:55:07 - 00:08:59:10
You've got a check or money order and
you've got no payment in there as well.
00:08:59:10 - 00:09:01:25
So if you default ones in there,
00:09:01:25 - 00:09:04:07
some of them are best
just used for testing purposes.
00:09:04:07 - 00:09:08:19
Some of them are quite specific
and niche for specific scenarios.
00:09:09:17 - 00:09:13:12
Just focusing on purchase order
is that's definitely
00:09:13:12 - 00:09:16:12
the most commonly used core option.
00:09:19:25 - 00:09:21:19
So what you'll see if we go to configure
00:09:21:19 - 00:09:24:19
our purchase order is.
00:09:26:17 - 00:09:27:25
When the page loads
00:09:27:25 - 00:09:30:25
is a few additional options in there.
00:09:31:00 - 00:09:34:00
And this is.
00:09:34:10 - 00:09:37:10
Just kind of what you want to show
as part of that checkout flow really.
00:09:37:10 - 00:09:41:21
So what you want to do
with a particular order once it's placed.
00:09:42:08 - 00:09:46:05
So for example, by default your purchase
if you're using purchase order
00:09:46:05 - 00:09:49:05
when that order has gone through
it will be marked as paid.
00:09:49:19 - 00:09:52:19
But you can specify it to be marked
as unpaid.
00:09:52:21 - 00:09:57:07
You can say whether it's compulsory
or optional to put in a purchase order,
00:09:57:13 - 00:10:01:03
whether there's an additional fee
that should be added on top of the order
00:10:01:03 - 00:10:02:16
for processing a purchase order.
00:10:03:23 - 00:10:04:12
Remember that
00:10:04:12 - 00:10:07:17
each of these payment options
do have additional configuration
00:10:07:17 - 00:10:10:17
options as well,
so you can fine tune their requirements
00:10:10:26 - 00:10:13:26
if you need to.
00:10:18:07 - 00:10:20:29
And then of course we have the payment
plugins.
00:10:20:29 - 00:10:25:02
Now you'll see there we have a long list
of available payment plugins.
00:10:25:17 - 00:10:28:22
I'd say the most commonly used ones
for my point of view.
00:10:28:24 - 00:10:33:18
Stripe or probably stripe maybe,
00:10:36:11 - 00:10:37:15
Yeah, definitely stripe.
00:10:37:15 - 00:10:40:05
So but they all work
in a relatively simple way.
00:10:40:05 - 00:10:42:07
You're just connecting.
00:10:42:07 - 00:10:45:02
The long and short of it
is you're connecting your existing
00:10:45:02 - 00:10:49:19
accounting information with that provider
into your Infigo platform.
00:10:49:19 - 00:10:51:19
So you'll need to put in the relevant
credentials
00:10:51:19 - 00:10:53:15
and link up the relevant settings.
00:10:53:15 - 00:10:55:18
And then it will just
00:10:55:18 - 00:10:57:28
work as part of the checkout file.
00:10:57:28 - 00:10:58:25
So if they
00:10:59:23 - 00:11:02:07
if the customer
00:11:02:07 - 00:11:05:07
has the ability to select
between different payment options,
00:11:05:10 - 00:11:08:08
they'll get the payment screen
and they'll have the ability to select
00:11:08:08 - 00:11:10:27
if they want purchase order or pay now
or whatever.
00:11:10:27 - 00:11:13:11
And then you'll get the relevant
follow ups.
00:11:13:11 - 00:11:14:11
Great.
00:11:14:11 - 00:11:18:20
However, if you've just got Pay by card
or pay by stripe or whatever,
00:11:19:05 - 00:11:22:01
you're skip that initial screen
because there's only one option
00:11:22:01 - 00:11:24:18
and it will just go straight
to the taking payment screen.
00:11:24:18 - 00:11:28:24
So it's all a smooth checkout process
for your customer.
00:11:28:24 - 00:11:29:04
Okay.
00:11:29:04 - 00:11:32:05
So again, you can see it's got some just
specific configuration settings.
00:11:32:05 - 00:11:36:04
But primarily what you're looking for
is the ability to link to your existing
00:11:36:04 - 00:11:38:14
provider account.
And that's kind of a common theme
00:11:38:14 - 00:11:41:14
for every one of these third party
integrations.
00:11:41:23 - 00:11:44:15
But we're going to go through all of these
individually just to to
00:11:44:15 - 00:11:45:20
time constraints.