There are several things that are involved with calculating the price paid for products and the total price at checkout time. This page consolidates the taxes, discounts, and fees into one admin page. Once they are defined here, they can be applied to products sold on the site.
Note, this documentation should in no way be seen as tax advice or how to properly apply taxes for your specific area and products. If you are not sure about what taxes apply to you, you should probably seek the consultation of a tax expert.
Taxes Grid
You can define multiple levels of taxes that can apply so that a given product can be eligable for one or more taxes to be applied to it. You might not need to apply any taxes to your products, or maybe you need to support regional taxes based on where the puchase is delivered to.
Some products have different tax rates because of the nature of the product such as tobacco. There are products that need more than one tax applied to it like a hotel room for example. Each country has their own specific requirements for how taxes are applied to online sales.
The grid supports direct edit and has a blank row at the end of the list for adding new tax definitions. Adding a new tax definition here does not apply it to any products. You must edit the product (or do an import) to assign it to the taxes that apply to it.
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Name - the name to use for the tax when displaying to users.
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Fixed adding - a fixed currency amount to add to the cost of the product. Can be zero.
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% of cost - a decimal value that represents the tax rate to apply against the product.
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Calculation bizrulebizrule - this is a dropdown of defined rules written in code that can help to do the tax calculation. Syrinx CS does not come with any built IME tax calculations, but you can build your own to fit your needs.
Quantity Discounts Tab
You can define multiple quantity Discounts that can than be applied to products. You typically define a min quantity and price break together and if you have multiple levels of quantity Discounts you can apply more than one quantity discount per product.
For example you can define a 2% discount for quantities greater than 5, and also define a 4% discount for quantities over 10. Both of those can be applied to the same product. Syrinx CS will pick one discount that applies based on quantity. In this example if they buy less than 5 they get no discount. If they bet 5 to 9 they get 2% discount. If they buy 10 or more they get a 4% discount on the items.
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Name - the name displayed to users for this discount.
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Quantity - the minimum quantity they must buy of one item to get this discount.
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Fixed discount - a decimal currency value to deduct as a whole, not per item.
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% of cost - a % of the sale price of the product to deduct from the price of the items.
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Calculation rule - a dropdown list of known quantity discount bizrules to pick from. Syrinx CS does not come with any bizrules for this but you can write one to meet your specific needs. This will calculate the exact discount to apply.
Discount Codes Tab
You can define codes that can be applied at checkout to apply a discount. You apply discount codes to specific products and if the user puchases the product and applies the discount code, they get that discount. Applying the code to products not using the code will result in no discount being applied.
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Name - the name displayed to users for this discount.
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Code - the unique text code you make up that must be typed in by the customer to get this discount.
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Fixed discount - a decimal currency value to deduct as a whole, not per item.
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% of cost - a % of the sale price of the product to deduct from the price of the items.
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Calculation rule - a dropdown list of known coded discount bizrules to pick from. Syrinx CS does not come with any bizrules for this but you can write one to meet your specific needs. This will calculate the exact discount amount to apply.
Handling Fees Tab
Sometimes you want to be able to apply an added handling fee for specific shipping provider delivery methods. In cases where the exact shipping amount is calculated based on number, size and weight of the boxes needed to ship the order, an added handling fee can be added in to help cover extra costs associated with shipping that way.
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Shipping Provider - A drop down edit field containing the list of shipping providers in use by the system. If you don't see a particular mode of shipping that you think you should, its probably because you didn't set it up as an option for the company. Setup the shipping providers and delivery methods before setting up handling fees.
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Delivery Method - The specific method of delivery offered by the provider that this handling fee will apply to.
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Fixed Fee - a decimal currency value to add onto the sales order.
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% of cost - a % of the total sales order cost to add onto the sales order.
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Calculation rule - a dropdown list of known handling fee calculation bizrules to pick from. Syrinx CS does not come with any bizrules for this but you can write one to meet your specific needs. This will calculate the exact handling fee to add onto the sales order.
Regional Taxes Tab
Depending on your taxable regions are, you should define the list of regions that you want to charge sales taxes for. This breaks down into a country, with optional state/province, city, and postal code. For example, you could have a regional tax for all of Canada regardless of location within the country, but have another regional tax for Washington State in the USA. If needed you can specify the tax down to a specific range of postal codes.
When you define multiple regional taxes that overlap a given area, the regional tax that most applies will be applied. Only one regional tax will be used for the sales order. For example, if you define a tax for Washington State of 9% and Seattle of 9.5%, a sales order being delivered to Seattle will get 9.5% applied while everyone else in Washington State will get 9%.
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Country - A drop down of countries to pick which is involved with this regional tax. Required to be set.
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State/Province - A state or province within the given country that the tax will apply to. Optional to be set.
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City - A specific city within the state/province that the tax will apply to. Optional to be set, but if it is set, the State/Province field must also be set.
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Postal Code Range - A comma delimited list of postal codes that the tax will apply to. Optional to be set, but if it is set, the City and State/Province fields must also be set.
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% of cost - a % of the total sales order That the tax should be applied against.