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Placing Order with Tax Rate

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Placing Order with Tax Rate

Once you set up the Tax Rates and Rules you will be able to apply the same while placing the order in Magento Front End. In this section, you will be able to see how the tax rate is applied and synced with Acumatica.

Step 1: Log in to the Magento Front End and check the billing address. Because the tax rate depends on the Zip codes or Areas.

My Account
My Account

Step 2: Place an order for the customer and go to the Shopping Cart. In the cart, you will be able to see the Tax Rate which you have created for the area. Follow the sequence of the screenshots as shown below.

Tax Amount is displayed
Tax Amount is displayed
Proceed to checkout
Proceed to checkout
Click on Next from the Shipping Screen
Click on Next from the Shipping Screen
Tax percentage is calculated on the Subtotal
Tax percentage is calculated on the Subtotal
Payment Method selected
Payment Method selected
Order Placed with Reference Number
Order Placed with Reference Number

Step 3: Go to the Connector Logs in Magento.

Order Created Successfully
Order Created Successfully

Step 4: Click on view at the extreme right grid and upon opening the screen click on the [Entity ID].

Click on the Entity ID
Click on the Entity ID

Step 5: Upon clicking you will be able to view the Tax Amount based on the Tax Rate and the Tax Percentage.

Tax Amount and the Tax Percentage
Tax Amount and the Tax Percentage

Step 6: From the same screen check the Acumatica Order Number.

Acumatica Order Number
Acumatica Order Number

Step 7: Go to the [Connector Logs] of Acumatica to view the details of the order.

Connector Logs
Connector Logs

Step 8: go to the respective Sales Order in the Acumatica and click on the TAXES tab you can view the Taxable Amount and Tax Amount.

Taxable Amount and Tax Amount
Taxable Amount and Tax Amount

Step 9: As per the Mapping in the Magento under manual ID you can view the TAXABLE category.

Taxbale Categories
Taxbale Categories