Establish a connection between Salesforce B2C Commerce QuickStart and AvaTax
This article applies to:Connector for Salesforce B2C Commerce QuickStart
After you install Connector for Salesforce B2C Commerce QuickStart (the AvaTax cartridges), connect Salesforce B2C Commerce QuickStart to AvaTax.
Before you begin
- If you haven't created a company profile in AvaTax, create one now.
- Have your account number and license key with you.
Steps
- In Business Manager, go to Administration > Operations > Services.
- On the Credentials tab, complete the following:
- Name: Enter credentials.avatax.rest.
- URL: To use a development account, enter https://sandbox-rest.avatax.com. To use to a production account, enter https://rest.avatax.com.
- User and Password: Enter your AvaTax username and password.
Alternately, enter your AvaTax account ID in User and AvaTax license key in Password.
- On the Profile tab, complete the following:
- Name: Enter profile.avatax.rest.
- Connection Timeout (ms): We recommend you enter 20,000.
- All other fields: Enter 0.
- On the Service tab, review the following and make changes where needed:
- Name: Enter avatax.rest.all.
- Type: Select HTTP.
- Enabled: Selected by default. Uncheck if you do not want AvaTax to calculate tax. This stops calculation for all sites.
- Service Mode: Select Live.
- Communication Log Enable: Check this box to create a log file of communication between Salesforce B2C Commerce QuickStart and AvaTax.
- Force PRD in non-PRD environments: Selected by default. This allows you to use production data for testing. It doesn't affect your production environment.
- Profile: Select profile.avatax.rest.
- Credentials: Select credentials.avatax.rest.
- On the Credentials tab, complete the following:
- Configure preferences for sites in Business Manager.
- In Business Manager, select the site you want to configure settings for.
- Go to Merchant Tools > AvaTax > AvaTax Settings and on the Account Settings tab, select all appropriate settings for your company's storefront. These settings only apply to the site you're configuring, not all sites.
- Tax Calculation: Enabled by default. Disable to stop calculating taxes with AvaTax on transactions from this site.
- Address Validation: Enabled by default. Disable to stop validating addresses during checkout using AvaTax.
- Save Transaction to AvaTax: Select to save all orders to AvaTax. If not enabled, orders aren't saved to AvaTax, and features such as voiding and modifying transactions aren't available.
- Commit Transactions to AvaTax: Select to have successful storefront orders marked as Committed when posted to AvaTax.
- Company Code: Enter the company code for the company you want to connect to in AvaTax. Find your company code where you update company information in AvaTax.
- Customer Code: Select the value that's sent as the customer code for authenticated customers. For guest customers, Salesforce B2C Commerce QuickStart sends the email ID they enter during checkout.
- Shipping Tax Code: Enter the default tax code to use to calculate taxes for shipping. If not specified, the Avalara tax code FR is used.
- Taxation policy: This selection impacts cross-border tax calculation. Currently, only net calculations are supported. Select which is true for your store.
- Net: Prices of items in a customer shopping cart do not include taxes or import duties.
- Gross: Prices of items in a customer shopping cart include taxes or import duties. (Not currently supported)
- Location Code: If anything is entered in this field, it's used for tax calculation on all your transactions and is given priority over all other ship from address fields.
- ShipFrom address fields: Make sure the values in these fields match the address of the distributor. AvaTax uses this address to calculate taxes on all orders.
- Go to Merchant Tools > Site Preferences > Order > Order Access Settings.
- Set Limit Storefront Order Access to No.
- Go to Merchant Tools > Site Preferences > Promotion > Discount Taxation.
- Select the appropriate Promotion Preference.