From Orders, select Set up module, and click Web
Web Order Type
Enter the default order type for orders placed over the Web. Select the Find icon to look up an order type; order types are defined on the Set up order types window (from Orders, select Set up tables > Order types).
All orders placed over the Web are entered initially as pro forma (PF) orders, allowing you to verify both customer and order information. After verification, you can convert and process an order through its appropriate order processing stages.
Web Sales Tax Authority
The Web Sales Tax Authority options allow you to define the tax codes for orders placed over the Web. If the customer's ship to address (city and/or state) match the ones entered in the Web Sales Tax Authority or the State's tax authority in the Web setup in iMIS, the web view shows the calculated taxes. If these settings do not match, no taxes are assessed. The logic behind this is that you are assessed taxes if the organization you are ordering from is located in the same city and/or state.
■ City - Enter the city from where you want to generate your Web orders.
■ City tax code - Enter the tax code for the city or municipality entered in the City field if taxes are applicable. Tax codes are defined on the Set up tax codes window (from Orders, select Set up tables > Tax codes).
■ State/Province - Enter the state from where you want to generate your Web orders. State/Province codes are defined on the State/province codes window (from Customers, select Set up tables > State/province codes).
■ State tax code - Enter the tax code for the state or province entered in the State/Province field. Tax codes are defined on the Set up tax codes window (from Orders, select Set up tables > Tax codes).
Note: You must enter a tax authority and a tax code for taxes to be calculated and applied. For example, if you specify a State/Province but no State tax code, no tax is calculated.
Use customer's default tax authority
The Use customer’s default tax authority option displays on the Web Order Options window only when the selected Taxation Method is set to Default on the Organization Names window.
Note: If the Canadian or VAT taxation method is enabled, the Use customer’s default tax authority option is not displayed.
Check-out Message
Enter the message you want to display on your order checkout page.
To define web order options
1. From Orders, select Set up module to open the Set up module window.
2. Click Web to open the Web Order Options window.
3. Enter PF for the default Web Order Type.
Note: The pro forma order type (PF) is required.
4. Define your Web Sales Tax Authority options by entering both a tax authority and a tax code.
5. (optional) Enable the Use customer's default tax authority option.
6. Enter the Check-out Message you want to display on your order checkout page.
7. Click Save.