AbleCommerce v7.x AvaTax Connector Guide

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1 AbleCommerce v7.x AvaTax Connector Guide Revision: 1.0 December 17, 2009

2 Copyright 2009 Able Solutions Corporation. All rights reserved. AbleCommerce is a division of Able Solutions Corporation. CommerceBuilder is a registered trademark of Able Solutions Corporation. The information contained herein is supplied without representation or warranty of any kind, is subject to change without notice and does not represent a commitment on the part of Able Solutions Corporation. Able Solutions Corporation, therefore, assumes no responsibility and shall have no liability, consequential or otherwise, of any kind arising from this material or any part thereof, or any supplementary materials subsequently issued by Able Solutions Corporation. We have made every effort to ensure the accuracy of this material. If you have any questions or comments, please contact us using one of the methods below. AbleCommerce.com PO Box Vancouver, WA Phone: Toll Free: (USA Only) Fax: info@ablecommerce.com Web:

3 Table of Contents Installation... 1 Version Compatibility... 1 Trust Policy Considerations... 1 Backup Existing Files... 1 Install Modified Files... 2 Enable AvaTax Gateway... 3 Usage and Configuration... 5 Integrating with Item Codes... 5 Integrating with Tax Codes... 6 Using Both Item Codes and Tax Codes... 6 Integration Scenarios... 7 Address Validation... 7 Tax Calculation... 7 Tax Committal... 7 Tax Cancellation... 7 Introduction When installed, the connector will provide tax calculation services through AbleCommerce using the Avalara AvaTax service. It is a full featured integration that includes tax calculation and address validation. It is compatible with all major features of the AbleCommerce shopping cart, for example quantity discounts, shipping charges, and multiple origin/destination addresses. The AvaTax service must be purchased separately from Avalara in order to make use of the connector.

4 Installation The AvaTax connector for AbleCommerce can be implemented with a few simple steps. From an overview perspective the steps are to back up existing files, install modified files, and then enable AvaTax from the AbleCommerce merchant administration. Version Compatibility The AvaTax connector is compatible with AbleCommerce version and above. Note that you must obtain the connector installation patch file that is appropriate for your version of AbleCommerce. There is one version of the patch for 7.0.3, and a second version of the patch for and above. Trust Policy Considerations It is important to be aware of the trust policy that your AbleCommerce website is using prior to the installation of the AvaTax connector. The two most common levels of trust for a website are Full and Medium. If your website is on your own server, you may have Full trust. If your website is on a shared host, you most likely have some variation of Medium trust. This is important because the AvaTax connector library (Avalara.AvaTax.Adapter.dll) requires Full trust. If your website is running under less than Full trust, the AvaTax connector will not work unless the library is installed to the GAC. If you are under a partial (medium) trust scenario and must follow this procedure you can refer to the following Microsoft resource for assistance: It is the Avalara.AvaTax.Adapter.dll file that must be registered into the GAC. If that is done, the connector will work under Medium (or other partial) trust environments. Backup Existing Files Prior to beginning the installation of the patched connector files, create a backup copy of the following files: Admin/Orders/CancelOrder.aspx.cs Admin/Shipping/Warehouses/AddWarehouse.aspx.cs Admin/Shipping/Warehouses/EditWarehouse.aspx.cs ConLib/OnePageCheckout.aspx.cs Alternatively, it would be a good opportunity to create a backup of the entire AbleCommerce installation. This will be the easiest way to undo the patch installation if you have problems after the install.

5 Install Modified Files Start by extracting the contents AbleCommerce_AvaTax_703.zip file. The zip file contains the following folders: Admin (contains new and modified merchant admin scripts) Bin (contains the compiled connector and supporting AvaTax library) ConLib (contains the modified checkout script) The simplest method for installation is to also open the patch folder and your AbleCommerce installation folder side by side. Then select the three folders from the patch and drag them into the install folder like so: You should be prompted to overwrite some folders and files, which is safe and correct if you have followed the backup instructions. Tell Windows to overwrite in all instances to replace the stock files with the files modified for AvaTax. Once the files are in place, the physical aspect of the connector installation is complete. All the remaining configuration and setup tasks will be done from within the browser.

6 Enable AvaTax Gateway Log in to the merchant administration website for your AbleCommerce store. From the menu bar, choose Configure -> Taxes -> Third Party Providers. This will open a screen similar to the one below. If AvaTax Connector installation was successful, you should see Avalara AvaTax as a configuration option. Click the green plus icon to configure AvaTax. A configuration page similar to the one below will be displayed.

7 At the very least, you must provide the Account Number, License, and service URL values given you to with your Avalara account. For details about the meaning of each configuration option, roll your mouse over the heading to read the context sensitive popup help text. Once you provide the required values and click Save, AvaTax should be enabled within AbleCommerce. You will then need to ensure your product catalog is consistent with the requirements of AvaTax.

8 Usage and Configuration Within your Avalara AvaTax dashboard, you have two choices for integration with the AbleCommerce product catalog. You can choose to use item codes or tax codes, or some combination of the two. Integrating with Item Codes Within the AvaTax dashboard, you can define your catalog items and indicate what tax code they should correspond with. In the figure below, the area circled in red (to the left) is the item code. The area circled in green (to the right) is the tax code that will be used by AvaTax for this item. Now for the corresponding item in the AbleCommerce catalog, you must set the SKU field to the same as the item code. This is shown circled in the figure below: When this link is established, anytime the item is Black Printed Unicorn Tee purchased, AbleCommerce will tell AvaTax the item code of TS-BL-Unicorn. AvaTax will find the item code defined and map the product to the tax code PC From there, the appropriate tax rules can be applied by the AvaTax service.

9 Integrating with Tax Codes If you do not define your items within the AvaTax dashboard, you can also tell the tax service what Tax Code to use for a product directly. To do this, you must first configure the tax code within AbleCommerce. Access the tax codes screen by going to Configure > Taxes > Tax Codes from the AbleCommerce merchant menu. In the figure above, the area circled in red shows a tax code of PC being added. Once the code is added here, it will be available when adding or editing products and services in the AbleCommerce catalog. To associate the tax code, simply make the correct selection in the drop down: After this association is made in the AbleCommerce catalog, the value of the tax code will be submitted with the order data submitted to the AvaTax service. The selected tax code will be used in applying tax rules. Using Both Item Codes and Tax Codes You can use either method for connecting AbleCommerce products to the AvaTax tax codes. However, be aware that if a product contains a valid item code (in the SKU field) as well as passes a valid tax code, the item code will take precedence and the tax code will be ignored.

10 Integration Scenarios When the service is configured and running, AbleCommerce will communicate with AvaTax in the following scenarios. Address Validation Quality address data is crucial to accurate tax calculations. In order to ensure the best results, AbleCommerce implements the address validation services of AvaTax in two key points. When you add or edit Warehouses (the store origination address) within AbleCommerce, the address is validated and standardized. Also, when customers are proceeding through the checkout sequence their billing and delivery addresses are also validated and standardized. Tax Calculation When a customer is shopping on the site and proceeds to the checkout phase, taxes for the basket will be calculated and displayed prior to purchase. This calculation process can be repeated many times for a single basket during the shopping session. The recalculation will occur each time the checkout is initiated. Tax Committal When an order is finally submitted, the tax document is finalized with AvaTax. This saves the tax document to your AvaTax sales history and will show up on reports. Tax Cancellation If an order is cancelled within the AbleCommerce merchant interface, the AvaTax service is notified if the order included any calculated taxes. This way you will not incur any tax liability for orders that were not valid.

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