Setup taxes, shipping, payment processing and affiliates

First, you’ll configure your store’s sales tax, and the countries and zones served.  Then you will setup shipping and the currencies you want to accept.  Finally, in this section, instructions are provided for setting up payment gateways and affiliate programs.

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 United States, if you are an online retailer with a physical location in a state, you must collect sales tax from customers in that state. If you do not have a physical location in a state, you are not required to collect sales tax on sales to customers in that state.

Whether a product is taxable or not depends on your country and jurisdiction. Some things, such as services, certain food products, or some books are not taxed. Check with your accountant or tax attorney for specific, up-to-date information.

How do I configure taxes?

You can configure the taxes charged by your web store through the Store ConfigTaxes menu item of the CubeCart administration tool.

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

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 countries and zones

You can configure the countries and areas (i.e., county, state, and zone) that will be serviced by your store by selecting the Store ConfigCountries & Zones menu item on the CubeCart Administration navigation menu.

Adding a new country

ISO

The two-letter ISO country code for the country you are adding or editing.

Name

The standard country name.

ISO3

The three-letter ISO country code for the country you are adding or editing.

Num Code

The numeric ISO country code for the country you are adding or editing.

Editing or deleting a country

Your can edit or delete a country by clicking on the Edit or Delete link under the Action field in the row of the country you want to delete


Setup currencies

You can configure the currencies you intend to accept and the associated exchange rates under the Store ConfigCurrencies section of the CubeCart Administration tool.

1.      Disable the currencies you will not be accepting by clicking on the Disable link under the Action field next to the currency you want to disable.

2.      If you need to add new currencies, you can do so by entering the currency details at the bottom of the Currencies section and then clicking on the  Add Currency  button.

 

Code

You should enter the ISO standard 4217 three character code for the currency.

Name

You should enter the ISO standard 4217 currency name.

Value

This field lets you set the exchange rate for currencies.  The currency you plan to use as your default currency should be set to 1.00000.

Symbol Left

This field allows you to enter the symbol to be displayed for the currency and to have it shown to the left of the currency value.

Symbol Right

This field allows you to enter the symbol to be displayed for the currency and to have it shown to the right of the currency value.

Decimal Places

This field allows you to enter the number of decimal places for the currency.

Tip: Once you have added the currencies you want to accept, set or change the default currency for your store under the Locale Settings section of the General Settings screen.

 

Configure shipping

The CubeCart shipping modules allow you to configure the shipping options you want to offer your customers. Each module supports a 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.

 

Configure affiliate programs

About affiliate programs

Affiliate programs offer a way for you gain additional clients by paying individuals or companies to refer customers to you in exchange for a referral fee or commission on sales. For example, if you sell flower arrangements, the owner of a greeting card website may join your affiliate program and refer customers to you, earning a commission on each order placed by the customers they refer.

You can elect to have an affiliate program or not. If you do enable an affiliate program, you have the option of rewarding affiliates by paying them a set amount for each shopper they refer who visits your store, a set amount for each referred shopper who completes a form on your website, a set amount for each order generated by their referrals, a percentage commission on the orders generated, or any combination of the four methods.

CubeCart includes three affiliate programs that can be activated through the store administration tool, clixGalore, iDeveAffiate, and TradeDoubler.  Each program offers similar basic capabilities, but differs in how it is managed or the geographic areas served.

clixGalore Affiliate Program

clixGalore has a large affiliate network of over 4500 merchants and tens of thousands of affiliates across the USA, UK, Japan and Australia. clixGalore offers an effective solution using a combination of 'pay for results only' pricing and advanced targeting capabilities.

clixGalore has no joining, setup, or monthly fees. You can join clixGalore and start promoting your website for as little as $75 (this is your opening account balance and used to pay your Affiliate commissions.).  You specify how much you are willing to pay Affiliates for a 'sale', 'lead' or 'click' from the affiliate’s website to your store. When one of the above transactions occurs, the affiliate is paid through clixGalore. The clixGalore service fee is 25% and based on the amount paid to the affiliate. For example, if a store owner pays an affiliate $10 per sale, the affiliate will receive $10, clixGalore will receive $2.5. The total cost to the store owner is $12.5.

iDevAffiliate Affiliate Program

iDeveAffiliate is affiliate tracking software that you purchase and install under your site with us to manage your affiliate program yourself. Using the iDeveAffiliate software provides you greater control over how your program is managed and saves the payment of Program manager fees to a second party, e.g. TradeDoubler or clixGalore. The affiliate software installs in just minutes and is integrated with CubeCart.  The cost of the iDeveAffiliate program software is approximately $99. 

TradeDoubler Affiliate Program

TradeDoubler offers a large affiliate network of over 950 merchants across Europe and more than 88,000 Affiliates.  TradeDoubler provides the facilities and technical infrastructure to:

·        Reward affiliates per click, unique visitor, registration, sales or any other event

·        Invite, manage and remunerate thousands of web sites across 16 European markets

·        Market your affiliate program on TradeDoubler’s performance-based marketing portal

·        Drive and measure quality traffic, leads and sales to your store

·        Track down to product level

·        Pay for performance and optimize ROI

·        Manage affiliated web sites, billing and monitor performance through solid web based infrastructure

·        Optimize activity through TradeDoubler’s experienced and knowledgeable account managers and consultants

·        Pan-European tax compliance and local currency payments

·        Clearing and settlement of commissions

How are referrals tracked?

Typically, an affiliate program uses cookies or cookies in combination with sessions, IP logging, or html 'end of sale' code to track sales.  A web, or HTTP cookie, is a piece of text sent your customer's web browser from our servers and then sent back unchanged by the browser each time the shopper accesses your store. Cookies are used for authenticating, tracking, and maintaining specific information about users, such as the referring affiliate and the contents of their electronic shopping carts.

Setting up and editing your affiliate program

You can set up and configure an affiliate program for your web store under the Modules → Affiliates section of the CubeCart Administration tool.

1)     After you have signed up with an affiliate program or installed the iDeveAffiliate package, access the affiliate module configuration screen to begin the configuration process.

2)     Click on the Configure link under the Action filed next to the program you want to configure. Then select “Enabled” from the Status dropdown and enter your account number.

 

3)     Finally, click on the  Edit Config  button to enable the affiliate program.  Once an affiliate module has been enabled the Status box for the module turns from Red to Green.

To edit an affiliate module, click on the “Configure” link next to the module name, update the configuration information and then click on the  Edit Config  button.

Disabling an affiliate program

To disable an affiliate program, click on the “Configure” link next to the module name, select “Disabled” from the Status dropdown and then click on the  Edit Config  button. Once an affiliate module has been disabled the Status box for the module turns from Green to Red.

 

Table of Contents          -          Managing Your Store

 

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