7.1
Table Of Contents
- Introduction
- How to
- Common Tasks
- Company Tasks
- Publication Type and Document Tasks
- Add publication types
- Modify the publication type properties
- Delete a publication type folder
- Adding documents to a publication type
- Delete documents from a publication type
- Edit document properties
- Manage production settings
- Output options
- Manage linked files
- Setting up web forms
- Define file upload settings
- Setting up pricing
- Image Collection Tasks
- Order Manager Tasks
- Ordering workflow
- Settings
- General Settings
- Pricing and Ordering
- Production
- Modules
- Enabling B2C (Business to Customer)
- Introduction to Regular Expressions
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2.2.10 Modify Pricing and Ordering parameters
In the Pricing and Ordering section of a company or department a tax rate profile can be selected. The
calculation of shipping rates can be enabled and a payment module can be selected. In addition to this it
defines the shipping rate profiles visible in the order working. If multiple profiles are available the end user
can select the preferred method. The calculation of shipping rates has the following prerequisites:
• The administrator should create one or multiple shipping rate profiles in the Shipping Rates page of the
Settings section. For more information see the Settings section.
• The Calculate Shipping Charges option of the company should be enabled (described below).
• Pricing should be enabled for the company's publication types and documents.
To set the pricing and ordering settings for a company:
1. Click Companies in the Menu bar. The Companies overview page is shown.
2. Click Pricing and Ordering in the side menu, the Pricing and Ordering Settings page appears.
3. Click Edit. The following screen appears:
Edit the pricing and ordering settings and manage the company shipping rate profiles and payment modules in
this window.
4. This page contains the following sections and lets you set the following items:
▪ Tax: Defines the Tax Rate Profile that applies to this company (or department).
▪ Shipping Rates: This section defines the following shipping charge options:
▪ Calculate Shipping Charges: Check the Calculate Shipping Charges checkbox to enable
the calculation of shipping rates for this company (or department). This enables the options
below.
▪ Use System Defaults: If selected the system default rates are used in the ordering
workflow. If this option is selected the Shipping Rate Profile area is enabled.
▪ Shipping Rate Profiles: The shipping rate profiles become available when the Use System
Default checkbox is unchecked. To select one or multiple contiguous profiles use shift click.
Non contiguous items can be selected with alt click.
When multiple shipping rate profiles are assigned, the customer is able to select the
preferred shipping method in the ordering workflow.
How to - Company Tasks
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