Setup taxes, shipping and payment processing

Prior to beginning this process you should review your tax requirements, decide what currencies you will accept and the areas of the country, world to be served, etc.

Configure store taxes

This section provides instructions on setting up support for taxes under your web store.

If I own an online store, do I need to charge sales tax?

In general, in the US, if you are an online retailer with a physical location in a state, you must collect sales tax from customers in that state. You are not required to collect sales tax on sales to customers in another state. Check with your accountant or tax attorney for specific, up-to-date information.

How do I configure taxes?

Select Store ConfigTaxes menu item of the CubeCart administration tool.

The The Apply Tax ONLY the following area setting allows you to indicate the County/State/Zones were the taxes are to be charged. Tax Class section lets you create and edit the different type of taxes you will charge. 

Tip: Taxes are not calculated on a purchase until a shopper has registered entering his/her address so the appropriate tax can be applied.

 

Editing and deleting taxes

You can edit and delete a tax under the Tax Class section by clicking on the Edit or Delete link under the Action field next to the tax you wish to edit/delete.

Tip: If the desired Country or County/State/Zone is not available under the Apply Tax ONLY the following area section, you can add it under the Store ConfigCountries & Zones section of the CubeCart Administration tool.

 

 

Configure shipping

The CubeCart shipping modules allow you to configure a number of different shipping method, e.g., weight based shipping, UPS, USPS, international express delivery, etc. When you enable a shipping module and configure the settings, the associated shipping method becomes available to customers when they check out from your store.

Tip: For the majority of the shipping methods you will need to assign a shipping weight to the individual products for shipping to be calculated correctly. Shipping fees do not appear on an order until the user has registered, entered their address information, and is checking out.

Shipping Methods

You can select from 10 shipping modules including: By Percent, By Price, By Weight, Flat Rate, Free Shipping, Per Category, Per Item, Royal Mail, UPS, and the United States Postal Service.

By Percent

Under this method, shipping is calculated by charging shipping as a percentage of the total order price.  

By Price

This shipping method is used to give free shipping on orders over a certain amount.

By Weight

This shipping method is for shipping based on product weight. If you offer this method, make sure you have set the correct weight unit under Store ConfigGeneral Settings, in the Stock Settings section.

The "By Weight" module stands alone. It is not connected to any particular method, like UPS. For shipping by weight to work correctly, all the following must be true:

·        All products must have a weight value assigned to them.

·        If you use a zone, you must fill out all fields; i.e., 1st Class, 2nd Class, etc.

·        Country code(s) must be uppercase and comma separated with no spaces in the string.

·        Your weight unit is set in ACP (Lbs, Kg).

You set the ship-by-weight rates as follows:

up_to_this_weight:charge_ amount,up_to_this_weight:charge_ amount,

Example . . . 1:1.29,2:2.45,3:4.67,

Would mean up to one pound charge $1.29, up to 2 pounds charge $2.45, etc.

Flat Rate

This shipping method allows you to charge a flat shipping rate for all orders.

Free Shipping

This shipping method is used to give free shipping to all orders.

Per Category

This shipping method allows you to assign shipping costs on a per category basis. When this method is enabled you can add/edit these costs in the categories section of store the administration tool. Under the Per category shipping method, Shipping is calculated by category. If items are being purchased from a combination of categories, then the higher per-shipment rate applies.  For example:

Category

Per Shipment

Per Item

Per Shipment (International)

Per Item (International)

Gloves

1.20

0.50

6.50

3.45

Shoes

1.95

0.95

8.25

6.30

If a combination of items are being purchased the higher shipping rate shall apply:
e.g. 1 Pair of shoes + 1 Pair of gloves = 1.95 + 0.95 + 0.50 = 3.40
e.g. 1 Pair of shoes + 1 Pair of gloves = 8.25 + 6.30 + 3.45 = 18.00 (International)

Status

Select “Enabled” from the dropdown to enable this shipping method.  Select “Disabled” to disable the method.

National Countries

List the ISO codes for national shipping countries separated by comma. These are countries NOT to apply international shipping charges to.

International Countries

List the ISO codes for international shipping countries separated by comma. These are countries to apply international shipping charges to.

Excluded Countries

List the ISO codes for countries to be excluded separated by comma. These are countries you will not ship to.

Tax Class

Select the tax that applies from the dropdown.

Once the updates have been completed click on the  Edit Config  button.

Per Item

This shipping method allows you to assign shipping costs on a per item basis.

Royal Mail

This shipping method allows you to use Royal Mail for deliveries. Royal Mail delivers letters and packages, covering the whole of the UK.

UPS

This shipping method allows you to use UPS for deliveries. UPS has become the world's largest package delivery company and a leading global provider of specialized transportation and logistics services. They deliver to more than 200 countries and territories worldwide.

You will need to inter your postal/code, packaging code and enable the UPS Products (e.g., next day air, ground, etc.) you want to add.

 

United States Postal Service

This shipping method allows you to use USPS for deliveries. USPS provides domestic and international shipping services.

To get this shipping method to work you must first sign up for an account with USPS http://www.uspswebtools.com/registration/. The live server will not work until you have had two specific successful transactions on the test server.

Adding Shipping Methods

You can enable and configure shipping support for your web store under the ModulesShipping section of the administration tool.

1)     To enable a shipping module, click on the “Configure” link next to the module name,

2)     enter the required configuration information and conduct any required transactions,

3)     select “Enabled” from the Status dropdown and then click on the  Edit Config  button.

Once a shipping module has been enabled the Status box for the module turns from Red to Green.

Editing Shipping Methods

To edit a shipping method, click on the “Configure” link next to the module name, update the configuration information and then click on the  Edit Config  button. Once a shipping module has been disabled the Status box for the module turns from Green to Red.

Disabling a shipping method

To disable a shipping method, click on the “Configure” link next to the module name, select “Disabled” from the Status dropdown and then click on the  Edit Config  button.


Configure payment processing

Payment gateways allow you to accept credit cards online, in real time.

How it works.

Your Online Store

Payment Gateway

Internet Merchant Account

  1. Your customer inputs credit card information in Your Online Store.
  2. The Payment Gateway encrypts data and securely sends it to your Internet Merchant Account.
  3. The transaction is reviewed for authorization by the customer’s issuing bank.
  4. The result is encrypted and sent back through the gateway.
  5. You get the results and decide whether or not to fulfill the order.

Preparation

Select a payment processor

You should take the time to visit the websites of the different payment processors supported by CubeCart and select the one that best fits your unique needs. See the CubeCart administration ModulesGateways link.

Do I need to get a merchant account?

Many payment processors require shop owners to have a merchant account to process credit cards. But, you can also signup with a payment gateway company that provides merchant accounts or that have affiliates that will provide one to you. You should review the specific requirements of the payment processor you will be using for your store.

If you intend to signup with a payment processor that requires you to get your own merchant account, it is relatively easy to do so. All you need to do is inform your financial institution that you want to open a merchant account that can accept credit card payments from your payment gateway.  Your financial institution will need to know what you are selling and how and when your products or services are delivered.  After you receive your merchant account, visit the website for the payment gateway for the latest information.
 

Adding a payment gateway

After you have signed up with an online payment processor (e.g., PayPal, AuthorizeNet, etc.), you can easily install the payment gateway under the ModulesGateway menu item of the CubeCart Administration tool. 

Click on Configure link under the Action filed to setup your selected gateway.

Payment Processing General Data

When you sign up with a Payment processor, you’re given certain information. Typical types of information you enter include the following. Some payment gateways have less information.

§         Name (or account ID, site ID, or login) and password

§         Merchant id

§         Store name

§         Server name and port

§         Payment gateway secure URL

§         Choice of Online (Automatic Capture) or Offline (Authorize Only, Capture Later)

§         Whether or not to store the full credit card number

§         A test mode, depending on the module can be selected:

§         Within the payment module

§         At the payment gateway

§         Using a test URL

§         In test mode, you will also need test credit card numbers. See "Testing Payment Configuration" below.

§         Configuration

§         Enter the IDs and select the mode or option you want. Then, select the new tab (link) to make selections for that mode

§         Payment Methods

§         A field to enter additional text you want to display to your customers on the Payment Information form. PayPal Instant Payment Notification includes a field Message that displays on the Payment Information page.

Testing Payment Configuration

You will want to test your payment configuration, including confirmation from your chosen payment gateway, before your customers use it. When you are in test mode, use these as test credit card numbers:

American Express

341-1111-1111-1111
378-2822-4631-0005

(16 Digits)

Discover

6011-6011-6011-6611

(15 Digits)

MasterCard

5431-1111-1111-1111
5555-5555-5555-4444

(16 Digits)

Visa

4111-1111-1111-1111

(16 Digits)

Tip: Manual credit card processing is supported under CubeCart using the Print Order Form gateway that can be enabled through the Modules → Gateways menu.

 

 

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