User Record - E-Commerce

The User Record page is organized into sections. The E-Commerce Information section contains a user's override amount and value added tax (VAT) number. The availability of this section is controlled by backend settings. Also, the administrator must also have permission to manage either tax override amounts or VAT numbers.

To add a new user record, go to Admin > Tools > Core Functions > Users. Then, select the Add User link.

A user's user record can be edited in the following manners:

  • Go to Admin > Tools > Core Functions > Users. Then, select the name of the appropriate user.
  • Navigate to the user's Universal Profile. Select the User Record tab from the Universal Profile navigation. Then, select the Edit Record button.

VAT Number

Enter the user's VAT number, up to 25 characters. This is optional and supports letters, numbers, spaces, and hyphens. Administrators must have permission to manage VAT numbers.

Override Amount

From the drop-down list, select whether the override is a tax percentage or a specific monetary amount. Then, enter the rate or amount in the field, up to 15 characters. The override amount is a user specific tax amount or tax rate. This is optional. The override tax amount or rate is applied to each taxable item in the transaction. Administrators must have permission to manage tax override amounts.