DutyCalculator - Installation and Configuration Date: 23 Oct 201, Version 0.4.10 Requirements Magento Community version 1. and higher or Enterprise version 1.9.1 and higher Installation Follow this link and copy Magento Connect extension key. Go to System > Magento Connect > Magento Connect Manager and "Paste extension key to install". Go to System > Magento Connect > Magento Connect Manager and upload package file using "Direct package file upload". Clear Magento cache under System > Cache Management menu. Log out of the admin and then log back in. Configuration DutyCalculator configuration is located under System > Configuration > DutyCalculator Extensions > Charge Import Duty & Taxes. First, you will need to input your DutyCalculator API key. Now you can begin to configure your settings. If you wish to show the tax rate % in the order, you can switch it on here. Please note you will be charged the "Get HS code" rate, per SKU in the order, during checkout if this option is set as 'Yes'. Then you need to select for which destination countries you would like to use the extension for. For a list of all destination countries covered by the extension go here. Also you can set the shipping methods for which you would like to use the extension. If multiple options are selected extension will be used for all of them.
Then you need to select the desired service delivery type: Duty Delivery Paid, Delivery at Place, or offer the customer the option. If you choose Delivery Duty Paid the extension will include import duty & taxes to the grand order total and will charge customer any import duty & taxes due. If you select Delivery at Place, the extension will only show any import duty & taxes due on shopping cart page and checkout page or inform the buyer but will not charge this. If you select Delivery Duty Paid, you can set a custom service fee to be added to the shipping and handling fee. This can be percentage based or flat rate. To make sure that extension uses the correct product weight unit, you will need to set up weight unit in the configuration. By default the weight is measured in pounds. If your products do not have their weight set, you can override the weight setting for all products in few minutes by selecting Override products weight and entering the weight that should be used for all products. Alternatively, you can set the weight for each product individually. If you use the Rapid Classification Tool, here you can specify which attributes will be included in the product catalog download file from Magento. By default the product description is included. If you have fields that include make and type of material, it is recommended to include these as well.
If you wish to respect Free Trade Agreements on applicable imports, you can chose to do so, but please note that you must have the country of manufacture for your products for this to work. If you use the extension to generate Commercial Invoice and Packing List you can activate this here and provide the required details for these documents. By default the product name is included. If you have fields that include make and type of material, it is recommended to include these as well. If you would like to display the product price incorporating the duties and taxes on the product view page, you can switch on Consolidated price. Please be aware that this is experimental.
Guidance with operations Classification of goods To be able to have accurate import duty and taxes, each configurable product needs to be classified and mapped to a DutyCalculator category. This can be done product by product within Magento, or you can do it for the entire product catalog using DutyCalculator rapid classification tool. Classification of goods from within Magento In Magento admin panel Go to Catalog > Manage Products. Then select Add new product or edit existing product. Under "Prices" tab you can select a DutyCalculator category for each product. The extension will suggest most relevant DutyCalculator categories based on the product name. If the product has been created as configurable product it will also set a category for all sub-products.
Classification of goods Using Rapid Classification Tool In Magento admin panel go to Catalog > DutyCalculator Rapid Classification Tool. You have options to include only enabled products, exclude not visible individually sub products (if the product is a configurable product and its sub products are not visible individually in search or catalog it will exclude such products and save time during classification). Also, there is an option to include all products or only products that haven t been classified previously (include only products that have no DutyCalculator ID option). Click on "Export File" button and download the CSV file. Go to www.dutycalculator.com. Log in under your account. Under "Classify products" menu choose "Rapid classification tool". Click on "Upload New File" and upload CSV file you have from Magento, enter all data, as "Data delimiter" - select Comma (,). The tool will autosuggest classifications based on keyword matching. You can review and adapt these classifications and, when ready, click on "Generate result file for Magento" button. Also, DutyCalculator team can classify the file for you, just select Let experts classify the file for you and your catalog will be classified within 2-4 business days for catalogs under 1000 unique line items. Larger catalogs may take longer. Once you are done with classification of items on DutyCalculator side - you'll need to go back to Magento admin panel Catalog > DutyCalculator Rapid Classification Tool section and upload the file which you've just generated on the DutyCalculator website.
Orders & fulfillment User experience During order checkout Charge Import Duty & Taxes extension pings DutyCalculator to get import duty & taxes based on shipping address, shipping cost and products in the shopping cart. If the extension is configured as Delivery Duty Paid - import duty and taxes will be included in the grand total and added to the final charges. This is also reflected in the email confirmation that the buyer receives.
If the extension is configured as Delivery Duty Unpaid import duty and taxes will not be included into the customers invoice. Import duty and taxes will be displayed on shopping cart and checkout pages to inform the buyer of any import duty & taxes.
Orders & fulfillment Backend experience If the extension is configured as Delivery Duty Paid, after order has been placed Charge Import Duty & Taxes extension will include import duty & taxes in admin panel for selected order. After you "Ship" the order in Sales section of Magento admin - DutyCalculator generates Commercial Invoice and Packing List, which are necessary for customs, if it turned on in the configuration. Commercial Invoice and Packing List can be downloaded when you are viewing information about shipments and click on button "Print". Also when viewing the table with all the orders, you can mark with a checkbox few orders and select "Print commercial invoices & packing lists" from "actions" dropdown on top right of the orders table.
Here is an example of the Commercial invoice.
Here is an example of the Packing list.
If you need to create credit memo for the order Charge Import Duty & Taxes will add amount of charged import duty & taxes to refund amount. Reporting functionality All orders, including import duty & tax calculation results, commercial invoice and packing list are stored on DutyCalculator.com for your reporting purposes. The reporting section is available in the dropdown menu which becomes active when you hover over your email on the top right of the screen. The section is called "Transactions". You can extract reports as well. Contact us at customers@dutycalculator.com for questions. Follow us on twitter for any service updates: @dutycalculator