Geocoding App

Disclaimer 

App Technical Description 

The app converts customer addresses into latitude and longitude coordinates, determines the corresponding county based on these coordinates, and stores this information as order metadata in Commerce7. The data is then used to generate county-level sales tax reports.

For quick access to the topic you are looking for, click the corresponding link below:

• Setup Instructions
• How to add or review Geocoding Addresses
• How to manually add a Geocoding to an order
• How to run a Sale Tax Report

Setup Instructions

1. Install the App on Commerce7

• From the Commerce7 Admin Panel, go to Apps & Extensions, then select Apps. (You must have Admin Owner role to install the app)
• Search for Geocoding by Treefrog Digital, click on the app, and then click 'Install App'.

2. Once installed, click on the Settings tab, then click on General Settings

• The app will automatically set up your store's geocoding for pickup orders.  It assigns the County, Latitude, and Longitude to new orders based on your store address. Please review the store address provided here to ensure it is accurate.
• If you need to change or set a different county, you can do so on this page.

How to add or review Geocoding Addresses

Once installed, the app will automatically add geocoding to any order placed in-store. To review the list of addresses:

1. From your Admin Panel head to Store → Geocoding
2. On the Dashboard, you’ll be able to see a count of monthly lookups and total lookups

3. To review the list of addresses, click on Addresses
4. You will see a list of address lookups, displaying the address, county, latitude, longitude, and the date the address was added.

How to manually add a Geocoding to an order

In some cases, you may need to manually add geocoding to an order (for example, orders created before the app was installed).

1. From the Admin Panel, click Store.
2. Select Orders.
3. Click on the order you want to update.
4. On the Order Detail Page, click More Actions.
5. Select Geocoding Lookup.

6. Once the app adds the geocoding, a small Success notification will appear at the bottom of the page.

7. To confirm that geocoding has been added, click on the custom field tab and review the details.

How to run a Sales Tax Report

The app can generate a sales tax report broken down by county - perfect for compliance and accounting purposes. To run the report:

1. From your Admin Panel head to Store → Geocoding
2. Click on Report, then click on Sales Tax Report
3. To export your report, specify a date range:

• Select the Start Date for your report.
• Select the End Date for your report.
• Select a State Code

4. If matching records are found, they will appear in the data table.

5. Click Export, then click on Export Report.

• The system will process your request. This may take a few seconds or a few minutes, depending on the date range and the amount of information being exported.
• Your report will be exported to a CSV file

5. You will receive a copy of the report by email once processing is complete. 

• Note: The download links in the email will expire 24 hours after they are sent.
• If you have Admin Owner permissions, you can check the report progress from the Report Export Log page. Go to: Apps & Extensions - Apps - Geocoding - Settings - Reports Export Logs