00:00:12:24 - 00:00:14:24
This short video is going to take a quick
00:00:14:24 - 00:00:19:00
look at the payment options
that we have available within Infigo
00:00:19:22 - 00:00:22:13
and how you might go about setting up
third
00:00:22:14 - 00:00:25:10
party plug ins.
00:00:25:15 - 00:00:29:11
Now we get to the payment options
from the admin area and we can just type
00:00:29:11 - 00:00:34:04
in pay or payment into the search box
and go to the payment
00:00:34:04 - 00:00:35:17
methods.
00:00:37:10 - 00:00:40:26
Now what you'll see in the resulting
list is a long list,
00:00:40:26 - 00:00:45:16
a lot of options of different payment
methods that we are able to configure.
00:00:46:08 - 00:00:49:20
Now, the vast
majority of these are going to be somehow
00:00:49:20 - 00:00:54:20
linked to a third party application
or a third party product.
00:00:54:20 - 00:00:59:12
So they will all have a slightly different
method of configuration.
00:01:00:03 - 00:01:04:03
As such, we won't cover those exact
details and how to do all of those here.
00:01:04:17 - 00:01:07:08
However,
if you want some additional detail on
00:01:07:08 - 00:01:10:15
some of the most commonly used ones,
I recommend
00:01:10:15 - 00:01:13:27
going to the Infigo helpdesk.
00:01:14:29 - 00:01:15:25
There's a payments
00:01:15:25 - 00:01:19:06
pricing tax
gift cards and discount code section,
00:01:19:24 - 00:01:22:19
and then within that there is a payment
plugin section
00:01:22:25 - 00:01:26:21
as well.
00:01:26:21 - 00:01:29:25
And there's some very detailed articles
in there to show you how to set up
00:01:29:25 - 00:01:35:23
the most popular payment
methods, such as Stripe,
00:01:35:25 - 00:01:44:07
for example.
00:01:45:25 - 00:01:47:25
In this quick video will focus mainly
00:01:47:25 - 00:01:50:23
on the default active payment method,
00:01:51:06 - 00:01:53:22
which is purchase order.
00:01:55:04 - 00:01:58:26
So if you notice, if I look right towards
the end of the column, say a
00:01:58:27 - 00:02:02:07
just before where it says
usage rules, there’s a column
00:02:02:07 - 00:02:05:05
which is named is active
00:02:05:27 - 00:02:08:29
purchase order is the only one
which is currently set to true
00:02:09:07 - 00:02:12:14
meaning that is the only option
currently available to
00:02:13:00 - 00:02:15:00
anyone that utilizes our storefront.
00:02:15:27 - 00:02:18:07
If we want to make other payment
methods available,
00:02:18:07 - 00:02:20:17
then all we need to do
is find the relevant row.
00:02:21:11 - 00:02:24:24
Click on edit and then we can
check on check that method.
00:02:26:03 - 00:02:28:15
Of course, for the vast majority of these,
you will need to do
00:02:28:15 - 00:02:31:21
some additional configuration
as well, such as PayPal.
00:02:31:25 - 00:02:36:03
So if I go and configure,
you get some additional options here
00:02:38:09 - 00:02:41:12
where you'll need to link
that to your existing account
00:02:41:12 - 00:02:45:03
for that particular plugin.
00:02:45:03 - 00:02:47:21
And again,
this article is which will cover
00:02:47:21 - 00:02:52:13
the primary ones of those.
00:02:52:13 - 00:02:56:15
The purchase order is actually a great one
to use for testing purposes,
00:02:57:06 - 00:03:00:23
even if you're not intending to use
purchase order when your site goes live
00:03:01:06 - 00:03:05:17
because it means that you don't
have to actively take any payment.
00:03:06:00 - 00:03:09:26
So if you want to test putting some orders
through and get familiar
00:03:09:26 - 00:03:13:19
with the Infigo workflow prior
to actually going live,
00:03:14:01 - 00:03:17:05
then by using purchase order,
all you need to do is put
00:03:18:24 - 00:03:22:06
a text string
alphanumeric string into the purchase
00:03:22:06 - 00:03:24:24
order box and then you're able
to put the order through.
00:03:25:13 - 00:03:28:20
So it means that there's no delay, there's
no need to actually take any payment,
00:03:28:29 - 00:03:33:13
and it just makes it really easy
to test the process.
00:03:33:21 - 00:03:36:04
If we take a look
at how that works on an actual storefront
00:03:36:16 - 00:03:40:00
and just to remind you
that we've only got the purchase
00:03:40:00 - 00:03:42:28
order option
available for payments at the moment.
00:03:44:04 - 00:03:45:28
So if I go through to my basket
00:03:45:28 - 00:03:54:13
and go to checkout,
proceed through our address
00:03:54:13 - 00:04:03:05
and our delivery methods,
and we'll see that once we've
00:04:03:05 - 00:04:07:08
reached the step after delivery methods,
we get payment information.
00:04:07:24 - 00:04:10:13
In our case,
just asking directly for a purchase
00:04:10:13 - 00:04:11:17
order number
00:04:14:20 - 00:04:18:22
and then we're able to continue if we'd
set up some additional payment methods.
00:04:18:22 - 00:04:22:19
So PayPal, Stripe, whatever it may be,
they would appear in the list here
00:04:22:19 - 00:04:23:29
for us to select.
00:04:23:29 - 00:04:27:15
Then the plug ins would take over
and you'd see the appropriate
00:04:28:15 - 00:04:30:25
login or information taking screen
00:04:30:25 - 00:04:33:13
for that particular methodology
00:04:35:17 - 00:04:36:27
in terms of purchase order.
00:04:36:27 - 00:04:39:13
That's all the information we need
so we can click continue
00:04:41:21 - 00:04:50:07
and confirm.
00:04:51:27 - 00:04:56:06
Next, we'll take a quick look at some of
the tax capabilities within Infigo.
00:04:57:06 - 00:04:59:13
So tax levels are managed through
00:04:59:13 - 00:05:02:04
Infigo globally at a platform level.
00:05:02:24 - 00:05:06:05
So this allows you to update a rate
for all storefronts at once
00:05:06:29 - 00:05:09:10
to make a change to the tax name.
00:05:09:10 - 00:05:13:03
or rate, log in to the platform
as a platform administrator,
00:05:13:03 - 00:05:15:24
which is what I've done here
00:05:16:11 - 00:05:17:26
at the storefront chooser.
00:05:17:26 - 00:05:20:10
So I go to switch storefront.
00:05:20:10 - 00:05:23:25
We select our platform.
00:05:23:28 - 00:05:29:25
So this is where I'm actually performing
tasks on a the platform itself. Now.
00:05:30:00 - 00:05:34:24
And then I'm going
to go to configuration tax
00:05:36:08 - 00:05:39:22
and tax categories.
00:05:42:23 - 00:05:44:17
So your tax categories
00:05:44:17 - 00:05:48:09
are the different bands of tax
that can be applied to products.
00:05:48:27 - 00:05:51:18
So you can adjust the predefined bands
or set up
00:05:51:18 - 00:05:55:10
new ones on the screen.
00:05:55:28 - 00:05:58:27
So, for example, if I go to add new
00:05:58:27 - 00:06:01:27
or I'll just give that a name
00:06:03:27 - 00:06:06:04
and then I can control the display order
for that.
00:06:06:04 - 00:06:10:01
So where it appears in the selection list.
00:06:15:27 - 00:06:16:24
Once you've created
00:06:16:24 - 00:06:20:02
your tax categories,
we then go to our tax providers.
00:06:20:26 - 00:06:23:08
So configuration
00:06:23:11 - 00:06:26:15
tax and tax providers,
00:06:28:12 - 00:06:29:27
tax providers are ways
00:06:29:27 - 00:06:33:27
in which you can cost tax
for each of your tax categories.
00:06:34:18 - 00:06:37:18
Generally,
the fixed tax rate provider suits
00:06:37:18 - 00:06:39:19
most of these needs.
00:06:42:01 - 00:06:44:22
That's the one
that's currently set to our primary,
00:06:44:22 - 00:06:48:13
and we'll be in your default storefront.
00:06:48:18 - 00:06:51:04
You can click configure next to that entry
00:06:52:02 - 00:06:55:24
and apply a percentage of tax
for each of your tax categories.
00:06:57:01 - 00:06:58:21
So you'll see we already have a rate
applied
00:06:58:21 - 00:07:01:26
for the ones that were already
within our platform.
00:07:02:14 - 00:07:05:02
We have a new band where I enter
00:07:05:02 - 00:07:13:19
a new value.
00:07:14:10 - 00:07:18:10
Once you've finished configuring your tax
categories and providers, switch back
00:07:18:10 - 00:07:22:05
to the storefront admin
to set further tax configurations
00:07:22:11 - 00:07:26:07
on a storefront basis.
00:07:27:09 - 00:07:30:17
So a couple of additional things
to consider when looking at tax.
00:07:31:01 - 00:07:35:11
One is how we actually apply
a tax band to a product.
00:07:35:29 - 00:07:39:15
So we've actually set up some
00:07:39:17 - 00:07:41:18
tax categories as we've already discussed.
00:07:41:28 - 00:07:45:14
Now we need to actually apply
those to a particular product.
00:07:46:20 - 00:07:49:06
So if I just navigate
to any one of my products
00:07:49:06 - 00:07:51:00
on storefront
00:07:54:03 - 00:07:57:10
and what I want to do
is get to the product variant settings.
00:07:57:11 - 00:08:00:14
So I can either do that
through the product variant tab
00:08:01:01 - 00:08:04:10
or as we've seen in other tutorials,
I can actually do this
00:08:04:10 - 00:08:07:15
on the main product
management screen as well.
00:08:08:04 - 00:08:11:29
So I can just click on the little
plus icon next to a particular product
00:08:12:16 - 00:08:16:15
and then the table that appears
is the product variant settings.
00:08:17:23 - 00:08:20:12
So I can edit on that
00:08:22:25 - 00:08:26:02
sticking on the info
tab and scrolling down.
00:08:27:10 - 00:08:29:25
We eventually reach a point here
00:08:29:25 - 00:08:32:03
where you get information on your
00:08:34:02 - 00:08:37:14
tax specification for that
particular product with your options
00:08:37:14 - 00:08:41:18
being either tax exempt
or you can choose one of the available
00:08:41:18 - 00:08:45:04
tax categories.
00:08:46:18 - 00:08:48:19
Make sure you save that before
you actually
00:08:49:19 - 00:08:51:10
leave this page.
00:08:51:10 - 00:08:54:19
And then that's good to go.
00:08:54:26 - 00:08:58:10
You can also apply tax to delivery
settings.
00:08:59:25 - 00:09:05:00
So to do this,
we go to the configuration tab settings
00:09:05:21 - 00:09:08:26
and then tax settings.
00:09:09:01 - 00:09:11:24
If we scroll down a little bit,
there's an option which says delivery
00:09:11:24 - 00:09:14:02
is taxable.
00:09:16:29 - 00:09:19:10
You may also find that
if you're in certain parts of the world
00:09:19:13 - 00:09:22:20
that this also might say
shipping is taxable.
00:09:23:15 - 00:09:28:19
When you highlight that a couple of extra
options appear, you've got the ability to
00:09:30:22 - 00:09:31:08
show the
00:09:31:08 - 00:09:35:05
delivery price, including tax,
and you get the ability
00:09:35:05 - 00:09:40:02
to choose the tax category
that you want to apply to delivery.
00:09:42:27 - 00:09:44:27
So the last thing
we want to have a look at here
00:09:44:27 - 00:09:49:15
is how we might apply different
tax rates by country
00:09:49:26 - 00:09:52:05
or by state or something like that.
00:09:52:26 - 00:09:58:07
And this is done
using something called provider rules.
00:09:58:07 - 00:10:00:15
Before you actually go in
and create some provider
00:10:00:15 - 00:10:02:25
rules, you may want to go and create
some additional
00:10:03:26 - 00:10:06:27
tax categories, first of all, to relate
to the different countries.
00:10:07:12 - 00:10:10:09
So let's say,
for example, of the different states.
00:10:11:05 - 00:10:16:10
So let's say, for example, I had a UK
00:10:21:13 - 00:10:24:26
and Spain.
00:10:26:24 - 00:10:29:13
Next we need to go to the tax
providers option.
00:10:29:13 - 00:10:32:03
So if again,
I just search for tax in the box here
00:10:32:18 - 00:10:36:28
and go to our tax providers area,
we then need to change
00:10:36:28 - 00:10:40:15
the method that we're utilizing
for our tax providers.
00:10:42:08 - 00:10:42:23
So we see at the
00:10:42:23 - 00:10:45:28
moment
that it's a fixed tax rate provider.
00:10:46:17 - 00:10:50:03
If we want to control it
via country level of our state level
00:10:50:11 - 00:10:52:17
and we need to choose the appropriate
option.
00:10:53:22 - 00:10:56:19
So I'm going to do tax
by country state, and
00:10:58:15 - 00:11:00:13
then I can click select to mark
00:11:00:13 - 00:11:03:23
that as a primary provider.
00:11:05:04 - 00:11:08:03
We can then go to the configure option
next to that option which is selected
00:11:09:26 - 00:11:11:09
and you'll see here
that we have the ability
00:11:11:09 - 00:11:15:03
to add a new tax rate where we can select
00:11:15:03 - 00:11:18:07
the country, we can select the region
within that country.
00:11:19:01 - 00:11:21:27
We can apply a post or a zip code and
00:11:23:01 - 00:11:27:08
the selection of the tax category
that we want to use.
00:11:28:24 - 00:11:32:29
So let's say for example, I want to do UK.
00:11:36:07 - 00:11:37:29
You can choose a region within the UK
00:11:37:29 - 00:11:43:28
if you wish to do so,
then choose a tax band
00:11:46:01 - 00:11:49:05
and put in a tax rate.
00:11:49:28 - 00:12:00:20
If I creates a new one for Spain,
00:12:00:20 - 00:12:03:13
apply a slightly different rate
00:12:04:01 - 00:12:05:12
and then add
00:12:09:20 - 00:12:10:01
a next.
00:12:10:01 - 00:12:13:01
We're going to go to those provider rules
we mentioned a few minutes ago.
00:12:14:09 - 00:12:17:16
So if I go to our tax settings
00:12:20:01 - 00:12:21:22
and we'll move across from the general
00:12:21:22 - 00:12:25:10
to the provider rules, tap
00:12:26:20 - 00:12:29:06
will enable provider rules
00:12:29:06 - 00:12:31:12
and then we have the ability
to add new records.
00:12:31:23 - 00:12:35:07
So the important bit here
is the plug in system name.
00:12:36:02 - 00:12:39:25
So based on the specification type
00:12:39:25 - 00:12:42:27
that we've just set up,
we need that to be referencing
00:12:44:02 - 00:12:49:20
tax dot, country, state, zip.
00:12:52:19 - 00:12:54:01
Then choose one of our countries
00:13:01:29 - 00:13:28:14
and insert.
00:13:32:18 - 00:13:33:05
So that's our
00:13:33:05 - 00:13:36:17
rules set up, but we still need to apply
those on particular products.
00:13:36:26 - 00:13:40:02
So we want to make sure that based on
where
00:13:41:06 - 00:13:44:25
our customer may be located
or where they want to ship this to,
00:13:45:07 - 00:13:48:22
then we want to make sure that it chooses
the correct tax bracket.
00:13:49:16 - 00:13:53:10
So the method of doing
this is the same as we previously saw.
00:13:53:11 - 00:13:57:25
We just need to make sure that we choose
multiple tax categories to choose from.
00:13:58:22 - 00:14:02:07
So if I go to any one of our products
00:14:04:16 - 00:14:05:09
and onto the product
00:14:05:09 - 00:14:10:01
variant settings, right down to our
00:14:12:19 - 00:14:13:25
tax categories, again
00:14:13:25 - 00:14:16:17
you'll see that I
now have my two additional tax categories
00:14:17:13 - 00:14:19:22
and I can multi select those
if I wish to do so.
00:14:20:05 - 00:14:22:00
And what that means is it'll now choose
00:14:22:28 - 00:14:24:22
the appropriate one of those options
00:14:24:22 - 00:14:28:01
based on the location of where the order
00:14:28:01 - 00:14:30:17
is being placed.
00:14:32:24 - 00:14:35:12
However, before you apply that,
00:14:35:12 - 00:14:36:20
you need to make sure that we save it.
