New user - shipping and sales tax rules

[jofarrell]

Hi,



I am a new user and I am struggling several things, but in particular shipping and sales tax rules. Currently I have one physical item. I am located in California.



Here is what I would like to do for shipping:



- Offer flat rate USPS shipping, either priority or express

- If customer purchases 1 items, I want to charge A1 for shipping priority or A2 for express (I will use flat rate envelope)

- If customer purchases 2-5 items, I want to charge B1 for shipping priority or B2 for express (flat rate medium box)

- If customer purchases 6-8 items, charge C1 for shipping priority or C2 for express (flat rate large box)



Can e-junkie do this? Can the customer indicate what shipping option (priority or express) they want. I am using PayPal currently and am able to do this.





Here is what I would like do for taxes:



- Charge one rate if item is purchased in California, but not in my city or county

- Charge a different if item is purchased in my county

- Charge a different rate if item is purchased in my city



Can e-junkie help with this? Again, Paypal can do this for me.



Thank you for your assistance.



Jim

[E-junkie_Guru]

I'll respond to your tax question first, since that's a shorter answer:

- Enable Sales Tax/VAT in the settings of each product that should charge tax;

- Go to Seller Admin > Cart Sales Tax & VAT Settings;

- Check "Tax buyers from state" and select California;

- Sales Tax/VAT Rate: enter your general tax rate for CA buyers;

- Advanced Sales Tax Settings: here you can enter a list of ZIP codes with the tax rates those ZIPs should be charged, overriding your general CA rate; you can specify partial ZIPs to cover a range, and more-specific ZIPs will override less-specific partial ZIPs -- e.g., if you entered the following:



921,8.5

9212,9.1

92123,9.6



...then ZIPs from 92100 thru 92199 would get an 8.5% tax, except for 92120 thru 92129 which would get 9.1% tax, except for 92123 which would get 9.6% tax.





Now, for your shipping, enable Shipping/Buyer's Address in the settings of each product that should calculate shipping charges and trigger collection of an address during checkout (the product's other Shipping Options settings won't matter in this case, so you can just disregard those).



Go to Seller Admin > Cart Shipping Settings and set up the following:

- Shipping Origin: select United States and enter your ZIP code;

- Shipping Destinations: if you will only ship to certain countries, select them in the list, or otherwise select nothing for Worldwide shipping;

- Leave all other settings blank or 0.00;

- Click Next to save settings and proceed to the Shipping Rules screen.



In the Existing Shipping Rules menu, select and Delete any Rules you may have saved there.



Set up your first shipping rule for domestic Priority shipping on 1 item:

- Shipping Rate Calculator: Flat;

- Shipping Amount: [Enter your A1 rate here];

- Shipping Method Description: Priority;

- Max. Items in Cart: 1

- Country: United States;

- Click Submit to save the Rule.



Next rule for domestic Express shipping on 1 item:

- Shipping Rate Calculator: Flat;

- Shipping Amount: [Enter your A2 rate here];

- Shipping Method Description: Express;

- Max. Items in Cart: 1

- Country: United States;

- Click Submit to save the Rule.



Domestic Priority shipping on 2-5 items:

- Shipping Rate Calculator: Flat;

- Shipping Amount: [Enter your B1 rate here];

- Shipping Method Description: Priority;

- Min. Items in Cart: 2;

- Max. Items in Cart: 5;

- Country: United States;

- Click Submit to save the Rule.



Domestic Express shipping on 2-5 items:

- Shipping Rate Calculator: Flat;

- Shipping Amount: [Enter your B2 rate here];

- Shipping Method Description: Express;

- Min. Items in Cart: 2;

- Max. Items in Cart: 5;

- Country: United States;

- Click Submit to save the Rule.



Domestic Priority shipping on 6-8 items:

- Shipping Rate Calculator: Flat;

- Shipping Amount: [Enter your C1 rate here];

- Shipping Method Description: Priority;

- Min. Items in Cart: 6;

- Max. Items in Cart: 8;

- Country: United States;

- Click Submit to save the Rule.



Domestic Express shipping on 6-8 items:

- Shipping Rate Calculator: Flat;

- Shipping Amount: [Enter your C2 rate here];

- Shipping Method Description: Express;

- Min. Items in Cart: 6;

- Max. Items in Cart: 8;

- Country: United States;

- Click Submit to save the Rule.



If you will ship Internationally at a different rate, repeat setting up the rules above but select Country: All Countries, which will cover the rest of your chosen Shipping Destination countries that don't have a Rule of their own.

[jofarrell]

Hello,



Thank you for getting back to me. I haven't tried the taxes fix, but it makes sense to me.



Regarding the shipping, I had already enabled the Shipping/Buyer's Address setting and set up 6 very similar rules to ones you suggest. However, when I set up the rules, I didn't have the option of shipping rate or amount. I had chosen the "USPS-Priority" and "USPS-Express" rate calculator options instead of "Flat". I will use "Flat" now.



One follow up question, how will the system know if the customer wants the shipping to be Priority or Express. For example, there are two rules that have the max item of 1. If the customer enters 1 for the items to be purchase, will there be some prompt for them to pick which shipping option (which rule) to use?



Best,



Jim

[E-junkie_Guru]

If you'd set up rules using our USPS shipping rate calculators, those would have us perform live rate lookups with USPS.gov for the total weight, number of parcels, and destination of each buyer's order, so there'd be no need to specify a flat rate manually with those methods.



If a buyer's order qualifies for more than one shipping rule, their cart would show a menu for shipping rates they can select. The Shipping Method Description you enter for each rule would be shown as a label alongside the corresponding rate in the buyer's cart.

[jofarrell]

Got it. I think this should work. Thank you for your help!