Numeral

When enabled on a campaign, the Numeral plugin will perform tax rate calculations on your checkout page and your Order Entry page within the CRM. The enabled campaigns will send sales, upsells, rebills, and refunds/voids to Numeral for calculations and reporting.

Enabling and Setting Up the Numeral Plugin

Step 1.

Activate the Numeral plugin

• Pick the Admin section from the navigation sidebar

• Go to the Plugins page (Admin->Plugins)

• Pick the Tax Services tab

• Click the Numeral tile

• Click + Activate.

Step 2. Enter needed information for the plugin

• Enter the API Key received from Numeral

• Enter a Friendly Name for this plugin, to identify it on Campaigns

• Use sendTransactions to save transactions in Numeral. Uncheck this to calculate tax only.

• Use taxIncludedInPrice to calculate VAT

• Use calculateShippingTax to calculate tax on shipping

• Use excludeTestCards to not calculate tax on test orders

Step 3. Press the green Connect button to connect your Numeral account to CheckoutChamp.

Step 4. Add Numeral to Campaigns

Step 5. Setup Numeral product category

• Go to CRM > Products

• Edit a product

• Enter NUMERAL:[the Numeral product category] as a Product Tag (without the brackets). It must begin with "NUMERAL:" (all caps).

• If the proper tag is not entered on a base product then the category sent to Numeral will be GENERAL_MERCHANDISE