Key Concepts > E-Commerce > E-Commerce Addendum

1.0 Addendum: Sample of Basic Magento Taxes Setup (US)

•	Sales > Tax > Customer Tax Classes

o	State Sales Tax

o	Tax Exempt

•	Sales > Tax > Product Tax Classes

o	Merchandise

o	Non-Taxable

•	Sales > Tax > Manage Tax Zones and Rates

o	Sales Tax; United States; Washington; No; *; 8.3

o	No Tax; United States; ; No; ; 0.0

•	Sales > Tax > Manage Tax Rules

o	State Sales Tax; State Sales Tax; Merchandise; Sales Tax; 1; 1

o	Tax Exempt; Tax Exempt; Non-Taxable; No Tax; 1; 1

•	Customers > Customer Groups

o	General; State Sales Tax

o	NOT LOGGED IN; State Sales Tax

•	System > Configuration > Customers > Customer Configuration

o	Create New Account Options

▪	Enable Automatic Assignments to Customer Group: Yes

▪	Tax Calculation Based On: Shipping Address

•	System > Configuration > Sales > Tax

o	Tax Classes

▪	Tax Class for Shipping: None (Consult your tax laws)

o	Calculation Settings (Recommended)

▪	Tax Calculation Method Based On: Total

▪	Tax Calculation Based On: Shipping Address (Consult your tax laws)

▪	Catalog Prices: Excluding Tax

▪	Shipping Prices: Excluding Tax (Consult your tax laws)

▪	Apply Customer Tax: After Discount

▪	Apply Discount On Prices: Excluding Tax

▪	Apply Tax On: Custom price if available

o	Default Tax Destination Calculation (Recommended)

▪	Default Country: United States (Sample)

▪	Default State: Washington (Sample)

▪	Default Post Code: * (Sample)

o	Price Display Settings

▪	Display Product Prices In Catalog: Excluding Tax

▪	Display Shipping Prices: Excluding Tax

o	Shopping Cart Display Settings (Recommended)

▪	Display Prices: Excluding Tax

▪	Display Subtotal: Excluding Tax

▪	Display Shipping Amount: Excluding Tax

▪	Include Tax In Grand Total: Yes

▪	Display full Tax Summary: Yes

▪	Display Zero Tax Subtotal: Yes

o	Orders, Invoices, Credit Memos Display Settings (Recommended)

▪	Display Prices: Excluding Tax

▪	Display Subtotal: Excluding Tax

▪	Display Shipping Amount: Excluding Tax

▪	Include Tax In Grand Total: Yes

▪	Display full Tax Summary: Yes

▪	Display Zero Tax Subtotal: Yes

2.0 Addendum: Web Services

IMPORTANT: This section is for informational and troubleshooting purposes only. Unless you were specifically instructed to follow these steps, skip to the Order Processing section below.

Your POSitive software product, along with the PCLink application, communicates with your Magento website using Magento’s Web Services (SOAP). As previously mentioned in the General Settings section above we’ve already setup the SOAP User Name and SOAP API Key from within the Magento Admin page and should not be altered.

The steps to setup the SOAP Roles and Users in Magento are included here for troubleshooting purposes only.

1.	Setup an Admin Role

1)	System > Web Services > SOAP/XML-RPC – Roles

2)	Click Add New Role, enter “Admin”, click Save Role

3)	Click Role Resources, select All from the Resource Access droplist, click Save Role

2.	Add a User

1)	System > Web Services > SOAP/XML-RPC – Users

2)	Click Add New User, complete the form as follows:

o	User Name and API Key – This will be your SOAP User Name and SOAP API Key in your POSitive software product located on the Web Store Setup screen

o	Enter whatever you want in the First Name, Last Name and Email fields

o	Ensure that Active is selected from the This account is droplist

3)	Click Save User

3.	Assign user to the Admin Role

1)	Click the User Role menu option on the left

Select Admin and click Save User

3.0 Addendum: Magento Attribute Sets

In Magento, the attribute_set is the collection of attributes applied to any given product. On the POSitive side of things, attributes differ per category, because that's how UDFs are assigned. PCLink creates a new attribute_set entry for any category that has UDF set up. If a given category does not have UDF assigned to its products, then PCLink simply uses the "default" attribute_set.

4.0 Addendum: POSitive Commerce Bridge for Magento Features & Known Issues

What POSitive does

What POSitive does not do

•	Disables inventory items from being visible on the front-end website but still visible on the back-end à

•	ß Remove inventory items. Instead, it marks the item’s status as Enabled or Disabled but remains in the Magento Manage Products list.

•	Uploads the promo price à

•	ß but it does not upload the Start/End date of the promo price (bug report submitted)

•	Uploads Departments and Categories

•	Remove or hide ANY Departments/Categories. This is a manual process that can be done from within Magento

•

Uploads a Top Level Category that you add in PRM > Maintenance > Departments > Edit Dept > POSitive Commerce tab > Top Level Group. In Magento, it acts as a super department or category, changes the actual department to a subcategory, and changes the category to a sub subcategory. It displays on the website as follows:
[Top Level Group] > [Department] > [Category]

•	Re-Arrange the Department/Categories when you use Dept/Catg Sort in PRM. Only the initial upload sorts the categories. They can be re-sorted from within Magento

•	Weight Rounding (e.g. PRM will round 1.5 lbs to 2lbs)

•	Upload PRM’s Sub-Categories – However, you can add additional categories to a product so it will display in multiple categories

•	Prompt to upload when you change the promo price of an item already from within the Internet Inventory List

•	Upload Department/Category Descriptions

•	Upload Department/Category Images

Possible Future Features

•	Product “meta” info (Supported by Magento, but not implemented in PCLink yet)

•	Featured Items (Possible solution is doing this by Category according to Magento. But it is not currently implemented by PCLink/Magmi )

•	Product Tags (Also, Customers Tagged Product is a feature in Magento but Tags in general are not supported in POSitive)

•	Inventory sub-categories (Not implemented in PCLink)