Suretax Integration Plugin

Uses suretax to calculate taxes

To Enable Go to POS -> Settings -> Plugins -> Suretax Integration.

Plugin Configuration

• Set your suretax credentials and endpoint in the plugin configuration
  Account
• Set the zip codes on your warehouses (in the .code field)
• Set the .code (National ID) field on your customers.
  If that field is set, then that will be sent as the customer ID to suretax
  Else the ERPLY id will be sent instead

Usage

Use the POS as normal, no additional steps are necessary
Note that the pay button will be replaced with 'Calculate' and prices will be hidden until calculation is performed

Implementation

• Behaviour
  • When the shopping cart is calculated, sends the details to suretax to receive tax information
    Updates the vat rates in the cart to match (creating new ones if necessary) Triggers another calculation once vat rates are applied
  • When the document is saved, repeats the request to suretax as type '0' and saves the TransID in the attribute SuretaxTransID
• UI
  • Hides prices and total until suretax calculation is finished and successfully applied
  • Shows a ZIP input above the shopping cart to configure shopping (when not in-store-pickup)
  • Shows a status icon in the header which can be clicked to display detailed SureTax information
  • Overrides POS settings (while enabled)
    • Display net prices regardless of account locale
    • Use manual shopping cart calculation

Disclaimers

⚠ Creates new vat rates automatically
Creates new (archived) vat rates on the account if a matching rate does not yet exist
Once created, Vat rates can not be deleted from the account!

⚠ Suretax Integration is a tax integration that was built for a specific client