We are having problems finding some functions that were previously available in the eshop MBO - please can someone confirm exactly what has changed following the latest update?
In particular we are unable to find:-
- The switch that allows us to select if a customer is a business abroad (this affects VAT)
- The switch that allows us to limit the payment methods based on customer group
- The field that allows a customer to select their default currency
Regards
Danny
Solved! Go to Solution.
Hello,
in order to exempt a new customer from the tax you can just assign this customer to the net/gross prices. When a new customer registers and enters a VAT-Number, you would now, that this is a business which is exempt to taxes. So next step would be:
go to ->customers ->choose new customer ->tab general ->customer account ->verify the VAT-Number entered by the customer and if everithing is ok with it you can assign the tax model (above VAT-ID) to net. This way the customer would only have net prices shown in the shop.
What is not possible right now is, that the customer could choose this option (net or gross) when registering. This has to be assigned by the shop administrator automatically, every time a new customer registers.
I hope this helps.
Hello Danny,
1. ->Settings->Tax calculation->Customise.
Once you are able to customise the tax matrix you can added areas in the next tab "tax area"
2. ->Settings->Delivery and payment->Payment methods->customer groups.
3. ->Design->Insert page element->Select currencies from list or select currencies using icons.
Regards,
Thanks for your response, please comments below.
1. ->Settings->Tax calculation->Customise.
I'm not sure we can acheive what is needed through these settings. When a customer with a registered EU business abroad (and valid VAT number) is logged in to their account, they should be able to place orders without VAT being added. The previous version allowed us to select "EU business abroad" from a drop down list located at Customers->customer no->General->Customer account - has this moved?
2. ->Settings->Delivery and payment->Payment methods->customer groups.
This works, thanks.
3. ->Design->Insert page element->Select currencies from list or select currencies using icons
We have already configured this setting, but is not where a customer can select their individulal default currency when registering (as described in the help screen)?
Is there a list of any switches that have been removed/replaced/moved?
Regards
Hello Danny,
There is not an option called "EU business abroad" but if you add a new tax area in the way that I describe, in version 5 it would appear in this drop down menu that you mean.
There is not an option which customer can select his default currency for his profile. He must choose it in the shopping procedure.
Unfortunately no. We do not have a list comparing version 6 and 5. But you can have a full guide in the back office.
Help->Download guide
Regards,
Hello dsamprod,
It is not possible to assign a tax area to a customer or customer group, but this also not necessary as for now
countries can be added to a tax area.
Here is a little guide for you:
Click to "Settings" >> "Tax calculation" >> "Tax areas"
- define here your tax areas, as default 2 are already predefined "EU Country" and "non EU"
Click now on "Assignment of countries"
- You can find it right under the "Tax areas" tab. Here you have a various list of countries. If more countries are needed click on "Settings" >> "Countries" here you can add them.
Back to "Assignment of countries" after defining the tax area for each country it is finished. Don´t forget the saving part.
Now, if a customer buys a product in your shop and types in his/her address and country, here i recommend to set this field as a required field also, the right tax area will now be chosen and displayed in the shop basket.
Actually right next to the "Countries" tab you can find the "Currencies" tab. After defining your needed currencies click on "Design" >> "Advanced Design" >> green plus button "Insert Page Element" >> right side "Country and currency selection" here you can add currency icons.
The help guide will be constantly updated but not with every single patch.
Regards
Thanks for you answer.
Unfortunately I'm not sure you understand our problem.
Generally speaking, when you sell into the EU you charge VAT at your usual rate. However, if your customer is a non-UK business in the EU and is registered for VAT in their own country, they are allowed to quote their VAT registration number to you in order to be exempted from tax.
I understand your guide and have already considered this option, but it will not allow us to let a registered trade business abroad place an order without being charged VAT, whilst still charging VAT to a standard retail customer from the country.
This was available up to a few weeks ago before the update. I'm sure other people will have the same problem, and as ePages recognised this was an important feature in the first place, there must be a way round this problem after the recent changes.
Regards
Samprod
Hello,
in order to exempt a new customer from the tax you can just assign this customer to the net/gross prices. When a new customer registers and enters a VAT-Number, you would now, that this is a business which is exempt to taxes. So next step would be:
go to ->customers ->choose new customer ->tab general ->customer account ->verify the VAT-Number entered by the customer and if everithing is ok with it you can assign the tax model (above VAT-ID) to net. This way the customer would only have net prices shown in the shop.
What is not possible right now is, that the customer could choose this option (net or gross) when registering. This has to be assigned by the shop administrator automatically, every time a new customer registers.
I hope this helps.