Lesson 2 Setting up Payment Methods, Shipping Charges, Taxes

Start the program and go to the Main Zilron StoreCreator screen.
Click on the ‘Edit Store’ button. Several stores are presented to you.
Click on ‘abc’ on the next dialog. Note the name of the store appears at the bottom of this dialog.
Click on the ‘Select’ button.
You are now at the Store Editor screen. This is where you set up and modify information on your products or services, which we will do in Lesson 3.
Click on the ‘Store Profile’ button.

Setting up Payment Options
Select ‘Payment Info’ tab to set up the payment options.
On the top section it displays how you want your customers to pay you. In our example, it should display ‘Visa, MasterCard, Company checks – orders will not be shipped until checks are cleared, Sorry, no C.O.D. accepted.’ You can make any changes here.

At the bottom section, you are going to make these payment options available for your customers to choose.

Enter ‘US $’ in the Currency Unit box. Leave the box to the right unchecked as we do not wish the ‘US $’ to appear after the amount. European customers may wish to check this box if their currency unit appears after the amount.
Leave the ‘No Decimal’ box unchecked.

Now in the Method of Payments box, eight common billing methods have already been entered for you. Note you have to specify the type of payment each method belongs - e.g. credit card, check, fax or purchase order etc.
Select ‘American Express.’
Press the ‘Delete Select Method’ button to remove this payment option.
Also remove ‘Carte Blanche’, ‘Diner’s Club’, ‘Discover’, ‘enRoute’, ‘JCB’, leaving just the ‘MasterCard’ and ‘Visa’ options.

Now we are going to add the ‘Company Checks’ option.
Enter ‘Company Checks’ in the Payment Method box on the left.
Click on ‘Add’ button.
You should now have the three payments options: ‘MasterCard’, ‘Visa’, and ‘Company Checks.’
Select 'Company Checks'.
Click on 'Customize Selected Payment Method' button.



Select 'Check'.
Click Ok.

You should return to the 'Payment Info' tab.
Select 'MasterCard'.
Click on 'Customize Selected Payment Method'.
On the next screen, select 'Credit Card', then Ok button.
Do the same for 'Visa'.

Setting up Shipping Options
To set up the Shipping options, you follow the steps similar to setting up the Payment options.
Click on the ‘Shipping Info’ Tab.



The shipping options you enter in the Shipping Method section become available to your customers to select.
Using the ‘Delete Selected Method’ button to remove all the shipping options.
Enter ‘US Postal’ in the ‘Shipping Method’ box.
Press ‘Add’ button.
Add the remaining shipping methods: ‘ABC Courier’ & ‘Call for special delivery.’

 Select ABC Courier.
Click on 'Customize Selected Shipping Method'.



Select 'Customize Shipping Charge'.
On the next screen, you will be able to define your shipping charge in detail.



Enter the shipping criteria as shown above.
Here, when customers select this shipping method, the shipping charge is calculated based on a minimum charge or a % of the total purchase whichever is more.

For the shipping calculations to work properly, you have to select (highlight) your state and country in the 'Tax Setup' screen - next section.

In the above example, if the customers are ordering within your state, if the purchase is $10, then the shipping charge is the greater of:
 $2.95 or $10 x 5%, i.e. $2.95

Should you wish to charge a maximum once the purchase has reached a certain amount, check the 'Apply Conditional Charge' button. Enter the criteria in each of the three zones.

If you do not define the shipping charge for any shipping methods, the program will use the criteria in the 'Default Shipping Charge Setup'.

Setting up Taxes

Click on the ‘Tax Setup’ button to set up taxes.
You can set up two levels of taxes: Federal/Country level and State/Provincial level.
The defaults are to collect no taxes on either level and all other selections are grayed.

Country Level/Federal Tax setup section:
Uncheck the ‘No Country Level Tax need to be collected’ box.
Notice all the country level tax fields are now available for you to enter information.

Leave the ‘Apply Tax to Shipping charge’ box unchecked.
Enter ‘Federal Sales Tax’ in the ‘Name of the Tax’ box.
Enter ‘5.5’ (do not enter the % sign) in the ‘Tax Rate’ box.
Select ‘USA’ as ‘Your Country.’

State/Provincial Tax setup section:
Uncheck the ‘No State/Provincial Tax need to be collected’ box.

Leave the ‘Apply Tax to Shipping charge’ box unchecked.
Enter ‘Washington State Tax’ in the ‘Name of the Tax’ box.
Enter ‘7.8’ in the ‘Tax Rate’ box.
Click on ‘United States’ button. You will notice the program will populate all the States in the box on the right.
Click on ‘Washington’ state to indicate customers ordering from Washington will have to pay a sales tax of 7.8%.
Click ‘Ok.’

Note: you have to select a state/province and a country for the taxes and shipping charges to work properly.

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