Configuration

The Configuration module in the Kitchen365 Console v2.0.0 lets admin users manage store-level settings — tax classes, tier pricing rules, shipping methods, tax methods, payment methods, and timezone display preferences.

Use these settings to control how tax is calculated, how special pricing applies to customer groups, which delivery options appear on quotes/orders and your website, which tax provider calculates tax, which payment options customers can use, and how dates and times are shown across the Console.

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Access

How to open Configuration

1. Log in to the Kitchen365 Console.
2. In the left sidebar, expand Configuration.
3. Choose one of the sub-menu items:

Sub-menu	Navigation Path	What You Can Do
Tax Classes	Configuration > Tax Classes	Create and manage tax classes for customers and products.
Tier Pricing	Configuration > Tier Pricing	Set special pricing rules by customer group and product conditions.
Shipping Methods	Configuration > Shipping Methods	Enable and configure delivery options for Console and website.
Tax Methods	Configuration > Tax Methods	Choose and configure the tax provider used to calculate tax.
Payment Methods	Configuration > Payment Methods	Add, configure, and restrict the payment options offered in the Console and on your website.
Timezone Changes	Configuration > Timezone Changes	Choose the time zone used for dates and times in the Console.

Permissions

Tax Classes and Tier Pricing require view, create, update, and delete permissions on the tenant website. Shipping Methods, Tax Methods, Payment Methods, and Timezone Changes are available to authorized admin users. Tax Methods appears only for websites on Console v2.0.0. Contact your administrator if a menu item is missing.

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a. Tax Classes

Tax classes define how tax is applied to customers and products. They are used when setting up customer groups, catalog products, and during quote or order tax calculations.

Type	When to Use
Customer	Assign to customer groups or customers for tax rules.
Product	Assign to products in the catalog for tax rules.

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i. Tax Classes List

Open Configuration > Tax Classes to view all tax classes.

Column	Description
Tax Class Name	Name of the tax class.
Tax Class Type	Customer or Product.
Created Date	When the tax class was created (shown in EST).
Action	Edit and Delete icons for each row.

All columns except Action are sortable — click a column header to sort ascending or descending.

Search Bar

• Located at the top-left of the table.
• Placeholder: "Search..."
• Filters tax classes in real time.

Add Tax Class Button

• + Add Tax Class — Opens the Create Tax Class modal. Requires create permission.
• Located at the top-right of the table.

Pagination

• Located at the bottom of the table.
• Shows "Showing X to Y of Z entries".
• Page size options: 10 / 25 / 50 / 75 / 100 entries.

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ii. Create Tax Class

1. Go to Configuration > Tax Classes.
2. Click + Add Tax Class.
3. Fill in the fields below and click Save.

All fields marked with a red asterisk (*) are required.

Field	Description
Class Name *	Name for the tax class (e.g., Taxable Goods, Exempt).
Tax Class Type *	Customer or Product — cannot be changed later.

A success message appears when the tax class is saved and the list refreshes.

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iii. Edit Tax Class

1. Click the Edit icon on the tax class row.
2. Update the Class Name if needed.
3. Click Save.

The Edit Tax Class modal opens with the current values pre-filled.

important

Tax Class Type cannot be changed when editing. Only Class Name can be updated.

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iv. Delete Tax Class

1. Click the Delete icon on the tax class row.
2. Review the confirmation modal — it shows the Class Name.
3. Confirm to permanently delete the tax class.

Notes:

• The delete icon appears only when the tax class can be removed (not linked to other records).
• If the tax class is assigned to a customer group or product, remove those links first.

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b. Tier Pricing

Tier Pricing lets you offer different prices to different customer groups — for example, a 10% dealer discount on cabinet categories.

When a rule is Active, within its date range, and its conditions match, product prices are adjusted automatically on quotes and orders.

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i. Tier Pricing List

Open Configuration > Tier Pricing to view all pricing rules.

Column	Description
Rule Name	Internal name for the rule.
Description	Optional notes about the rule.
Status	Active (green badge) or Inactive (red badge).
Priority	Lower number = evaluated first when multiple rules match.
Start Date	Date the rule becomes active.
End Date	Date the rule expires.
Multiplier	Price factor — e.g., 0.90 = 10% off, 1.00 = no change.
Action	Edit and Delete icons.

Search Bar

• Placeholder: "Search..."
• Filters rules in real time.

Add Rule Button

• + Add Customer Price Multiplier Rule — Opens the create form. Requires create permission.

Pagination

• Page size options: 10 / 25 / 50 / 75 / 100 entries.

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ii. Create Tier Pricing Rule

1. Go to Configuration > Tier Pricing.
2. Click + Add Customer Price Multiplier Rule.
3. Complete Rule Information and Conditions.
4. Click Save Rule.

Rule Information

All fields marked with a red asterisk (*) are required.

Field	Description
Rule Name *	Internal name (e.g., Dealer Cabinet Discount).
Description	Optional notes about the rule.
Active *	Active to apply the rule, Inactive to turn it off.
Customer Groups *	One or more groups this rule applies to.
Priority	Number ≥ 0. Lower values take precedence. Default: 0.
From Date	Optional start date.
To Date	Optional end date — must be after From Date.
Multiplier *	Must be greater than 0. 1.00 = full price, 0.85 = 15% off.

Conditions

Use Conditions to control which products the multiplier applies to.

Condition Type	Operators Available	Description
Product Category	Contains, Does Not Contain	Target specific catalog categories. Searchable dropdown.
Is Sample	Contains, Does Not Contain	Target sample or non-sample products (Yes / No).
Add Combination Conditions	—	Build nested rules with All or Any logic.

• All — every condition in the group must match.
• Any — at least one condition in the group must match.

Click Save Rule to create the rule. On success, you are redirected to the Tier Pricing list.

Click Cancel to return to the list without saving.

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iii. Edit Tier Pricing Rule

1. Click the Edit icon on a rule row.
2. The Edit Customer Price Multiplier Rule form opens with existing data pre-filled.
3. Make your changes and click Update Rule.

The form matches the create form. Click Cancel to go back without saving.

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iv. Delete Tier Pricing Rule

1. Click the Delete icon on a rule row.
2. Confirm in the delete modal (shows the rule name).
3. The rule is permanently removed.

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c. Shipping Methods

Shipping Methods controls how customers receive orders — on your B2C website and in the Console when creating quotes and orders.

What appears in the list

This page shows only the shipping methods selected and assigned to your website during setup — not every method Kitchen365 supports. To add a new method, contact your Kitchen365 administrator.

Each method can be enabled separately:

Channel	Used For
Console	Quotes and orders created in the Kitchen365 Console.
B2C Website	Customer checkout on the storefront.

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i. Available Shipping Method Types

Your website may include some or all of the following method types:

Method Type	Description
Flat Rate Shipping	Fixed charge by order subtotal, per item, or weight — with optional handling fee.
Free Shipping	Zero-cost shipping when order conditions are met.
Commerce Pundit Free Shipping	Promotional free-shipping method with configurable rules.
Kitchen365 Flat Shipping	Flat rates by order amount, min/max order value, and location.
Local Pickup	Customer pickup — no delivery charge.
Custom Flat Shipping	Flexible rates with dynamic min/max ranges and location-based pricing.
UPS	Live UPS rates using package weight, dimensions, and service codes.
FedEx	Live FedEx rates using carrier credentials and product data.
Freight (Navisphere)	Live freight quotes via C.H. Robinson Navisphere for heavy/large shipments.

The Edit form fields differ by method type. Flat-rate methods use price tables and location rules; carrier methods include API credentials, ship-from settings, and weight limits.

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ii. Shipping Methods List

Open Configuration > Shipping Methods to view and manage your methods.

Column	Description
ID	Internal identifier for the shipping method.
Name	Display name shown to customers and staff.
Enabled (console)	Yes or No — available in quotes and orders.
Enabled (website)	Yes or No — available at website checkout.
Sort Order	Display order — lower numbers appear first.
Action	Edit icon to open configuration.

Click the Edit icon on a row to configure that method.

How Methods Appear on Quotes and Orders

When creating a quote or order, the Shipping Method dropdown shows methods that are:

• Console Enabled = Yes
• Eligible for the customer's shipping address
• Compatible with the products in the cart

Each option shows the method name and calculated rate (e.g., Pickup ($55.00)).

Situation	What Happens
Rates are recalculating	Message: "Recalculating shipping rates..."
No method qualifies	Error message from method settings may appear.
Custom Shipping Rate enabled	Allows manually entering a shipping charge.

See Quote Management and Order Management for shipping selection during quote and order creation.

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iii. Edit Shipping Method

1. Click the Edit icon on the method row.
2. Update settings for your store.
3. Click Save.

Basic Settings (common to most methods)

Field	Description
Console Enabled	Yes or No — show in quotes and orders.
Website Enabled	Yes or No — show at website checkout.
Title	Label shown when selecting shipping (required on most methods).
Display Name / Method Name	Customer-facing name for the method.
Sort Order	Controls display order in shipping lists.
Displayed Error Message	Message when this method is unavailable for the cart or address.

Flat Rate Shipping — Additional Fields

Field	Description
Order Type	Per Item or Per Order — how the rate is calculated.
Price	Base shipping price.
Calculate Handling Fee	Fixed or Percent.
Handling Fee	Extra fee added to the shipping charge.
Ship to Applicable Countries	All Allowed Countries or Specific Countries.
Ship to Specific Countries	Select countries when using specific countries mode.

Custom Flat Shipping — Additional Fields

Field	Description
Dynamic Rate (Min/Max/Price)	Rate ranges by order value — add one or more rows.
Min Rate	Minimum order value for the range.
Max Rate	Maximum order value for the range.
Rate Type	Fixed (dollar amount) or Percent.
Location-Based Rates	Set Country, State, Zipcode, and Price per location.
Base Price	Default price when no location rate matches.
% shipping apply?	Apply percentage-based shipping when enabled.
% shipping apply if cart value greater than	Cart total threshold for percent shipping.

Zipcode tips: Enter a single zip, a range with a dash (e.g., 111111-999999), or leave empty to match all zip codes in the selected state.

Door & Sample Shipping Options

Available on flat-rate methods for cabinet and sample products:

Field	Description
Full Door Shipping Setting Enabled	Apply per-quantity charges for full-door sample products.
Full Door Shipping Price Per Qty	Price per full-door sample unit.
Quarter Door Shipping Setting Enabled	Apply per-quantity charges for quarter-door samples.
Quarter Door Shipping Price Per Qty	Price per quarter-door sample unit.
Enable Sample Door Shipping	Enable sample-door shipping rules at the location level.

Kitchen365 Flat Shipping — Additional Fields

Field	Description
Minimum Order Amount	Minimum cart value for this method.
Maximum Order Amount	Maximum cart value for this method.
Calculate Rate By	How rates are calculated (order, item, etc.).

Local Pickup — Additional Fields

Field	Description
Notice	Pickup instructions shown to the customer.
Description	Additional details about the pickup option.

Carrier Methods — UPS, FedEx, Freight (Navisphere)

Setting Area	Description
API Credentials	Client ID, Client Secret, and carrier account settings.
Ship-From Location	Origin state, postal code, and country for rate requests.
Weight Limits	Minimum and maximum package/order weight (lbs).
Service Codes	Allowed carrier services (e.g., UPS Ground).
Package Dimensions	Default length, width, height used in rate requests.
Product Attribute Mapping	Product attribute that controls method eligibility.
Destination Options	Residential, commercial, lift gate, and limited access settings (Navisphere/FedEx).

Click Save to update the shipping method. The Confirm changes dialog shows what will change before anything is saved — see Confirm Changes Dialog. A success message confirms the save.

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iv. Products and Shipping

The Shipping Methods page defines which delivery options are available. Products carry the data those methods use to calculate rates.

Product / Cart Data	How It Affects Shipping
Weight & dimensions	Required for UPS, FedEx, and Navisphere live rates.
Free shipping flag	Product or bundle item excluded from shipping charges.
Sample / door product types	Full-door, quarter-door, and sample SKUs trigger special per-qty charges.
Product attributes	Methods can use Select Product Attribute to filter eligible products.
Cart quantity & subtotal	Flat-rate and table-rate methods pick the correct price tier.
Customer address type	Residential or Commercial affects carrier and freight rates.
Shipping address	Country, state, and zip code determine location-based rates.

Accurate shipping rates

Configure shipping methods here in Configuration and ensure product weight and details are set in Catalog Management. Both are needed for correct rates on quotes, orders, and website checkout.

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d. Tax Methods

Tax Methods controls how tax is calculated on quotes, orders, and website checkout — either by an external tax provider or by tax rules you enter yourself.

Console v2.0.0

Tax Methods appears in the sidebar only for websites on Console v2.0.0. If your website was just upgraded, log out and log back in to see it.

Tax Method	Provider	How Tax Is Calculated
Stripe Tax	external	Live tax rates from Stripe Tax, based on the customer's address.
TaxJar	external	Live tax rates from TaxJar, with optional nexus locations.
US Rules (Internal)	internal	Rates by country, state, and zip code from rules you enter in the Console.

One tax method at a time

Only one tax method can be enabled at a time. Enabling a tax method automatically turns off all other tax methods, including their Console and website channels.

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i. Tax Methods List

Open Configuration > Tax Methods to view the tax methods added to your website.

Column	Description
Name	Identifier of the tax method (e.g., stripe-tax).
Provider	external (tax provider service) or internal (rules in the Console).
Enabled	Main switch — turns the tax method on or off.
Enabled (console)	Use this method for quotes and orders in the Console.
Enabled (website)	Use this method at website checkout.
Sort Order	Display order — lower numbers appear first.
Action	Edit (pencil) and Remove (trash) icons.

• The Enabled (console) and Enabled (website) switches are locked while Enabled is off.
• A message confirms each change (e.g., "stripe-tax enabled for console").

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ii. Add a Tax Method

1. Go to Configuration > Tax Methods.
2. Click Add Tax Method.
3. In the Add Tax Method dialog, select one tax method. Use "Search tax methods..." to filter the list.
4. Click Add & Configure.

• The dialog lists every tax method Kitchen365 supports, with each method's provider and default tax base mode. Methods already on your website show an Added badge and cannot be selected.
• Custom (Manual) may appear in the dialog with an Added badge. It is managed by Kitchen365 and is not shown in the Tax Methods list.
• After adding, the message "Method name added — enter its details to enable it" appears and the Edit Tax Method form opens.
• A newly added tax method is disabled until you turn it on — see Turn On a Tax Method.

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iii. Edit Tax Method

1. Click the Edit icon on the tax method row.
2. Complete the sections for your provider. Click a section heading to expand or collapse it.
3. Click Submit, review the Confirm Changes Dialog, and click Yes, save changes.

On success, the message "Tax method updated" appears and you return to the list. Fields marked with a red asterisk (*) are required.

General (all tax methods)

Field	Description
Name	Tax method identifier — read-only.
Provider	external or internal — read-only.
Enabled (console)	Yes or No. Follows Enabled and can only be changed while the method is enabled.
Enabled (website)	Yes or No. Follows Enabled and can only be changed while the method is enabled.
Sort Order	Display order in the list.
Is Default	Yes marks this as your default tax method.
Tax Base Mode	The formula for the taxable amount, shown by its label (e.g., Subtotal). Click the + (Add new mode) button next to it to create a new one — see Tax Base Modes.

Stripe Tax — Provider Config

Field	Description
Secret Key *	Your Stripe secret key. Stored encrypted.
Publishable Key *	Your Stripe publishable key (e.g., pk_test_...).
Endpoint *	Stripe Tax API URL (e.g., https://api.stripe.com/v1/tax/calculations).
Currency *	3-letter currency code (e.g., usd, cad). Must match your Stripe account currency.
Amounts In Cents *	Yes if amounts are sent in cents, No for dollars.
Tax Behavior *	Exclusive — tax is added on top of the price. Inclusive — tax is already included in the price.
Address Source *	Shipping or Billing — which customer address is used to find tax rates.
Product Tax Code *	Stripe tax code for products (e.g., txcd_99999999 for general tangible goods).
Shipping Tax Code *	Stripe tax code for shipping charges (e.g., txcd_92010001).
Taxability Override *	Use none unless you need a special Stripe taxability setting.

TaxJar — Provider Config

Field	Description
API Token *	Your TaxJar API token. Stored encrypted.
Endpoint *	TaxJar API URL.
Line ID * / Line Quantity *	Default values used for cart lines.
Amounts In Cents *	Yes if amounts are sent in cents, No for dollars.
Exemption Type *	Customer exemption type. If you are not sure, leave it as non_exempt.
Product Tax Code *	TaxJar product tax code.
Nexus ID *	Your TaxJar nexus identifier.

Nexus Addresses (TaxJar, optional) — click Add Nexus Address to add a location where you collect tax. Each address needs Nexus ID, Street, City, State, Zip, and Country. Click Remove on a card to delete it.

Origin / Ship-From Address (Stripe Tax and TaxJar)

Your warehouse or head-office address, used as the ship-from location for tax calculations.

Field	Rules
From Street *	Street address.
From City *	City.
From State *	Letters only (e.g., NY).
From Zip *	Numbers only, at least 5 digits.
From Country *	Letters only (e.g., US).

Cart Line Defaults (Stripe Tax)

Field	Description
Line Quantity *	Default quantity when a cart line has no quantity.
Line Reference *	Default reference when a cart line has no SKU or ID.

US Rules — Tax Rules

The Tax Rules section has one Rules field, holding your tax rates by country and state, with an optional default rate and zip code overrides. Use * as the fallback for any state not listed. The help text under the field shows the format with examples.

• Click Format to make the rules easier to read, or Minify to compact them.
• Valid JSON appears under the field label when the rules are correctly formatted.
• As the section description says, if you are not a developer, leave this section unchanged — incorrect edits can break tax calculation.

Custom Mappings

Stripe Tax and TaxJar include a collapsed Custom Mappings section. It contains advanced settings used to build the tax request. If you are not a developer, leave this section unchanged — incorrect edits can break tax calculation.

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iv. Turn On a Tax Method

Stripe Tax, TaxJar, and US Rules do not have an Enabled field on the edit form. After entering the details:

1. Go back to Configuration > Tax Methods.
2. Switch Enabled on for the tax method.
3. Check Enabled (console) and Enabled (website), and switch them as needed.

important

Turning on a tax method turns off any other tax method that was enabled. Confirm that your provider details are complete before enabling, so that tax is not interrupted on quotes, orders, and checkout.

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v. Remove a Tax Method

1. Click the Remove (trash) icon on the tax method row.
2. Review the Remove tax method dialog — it shows the method's name, provider, and enabled settings.
3. Click Remove.

• Removing a method deletes its provider credentials and origin address from your website. Adding it again later starts from the default settings.
• If the method is your default tax method, or the only tax method enabled for your website, the dialog warns that orders would calculate no tax. The button changes to Remove anyway — click it only if you are sure.

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vi. Tax Base Modes

A Tax Base Mode is a formula that defines the taxable amount of an order — for example, subtotal only, or subtotal plus shipping minus discount.

How to open: on the Edit Tax Method form, click the + (Add new mode) button next to Tax Base Mode. Click Back on the Tax Base Modes page to return to the edit form.

Column	Description
Label	Name shown in the Tax Base Mode dropdown.
Mode ID	Unique identifier (e.g., subtotal_plus_shipping).
Formula	The taxable-amount formula (e.g., s + sh - d).
Description	Optional notes.
Active	Yes or No — only active modes can be selected on a tax method.

Use "Search..." to filter by label, mode ID, or formula.

Formula Guide

Click Formula Guide to open the Formula Combination Guide.

Variable	Meaning
s	Subtotal
sh	Shipping
d	Total discount
id	Item discount
sd	Shipping discount
a	Assembly fee — already inside the subtotal, so only subtract it

Operators: +, -, *, / and parentheses ( ).

Example	Taxable Amount
s	Subtotal only
s - d	Subtotal minus discount
s + sh	Subtotal plus shipping
s + sh - d	Subtotal plus shipping minus discount
s + sh - id	Subtotal plus shipping minus item discount
s - a	Subtotal, assembly fee left untaxed
s + sh - a	Subtotal plus shipping, assembly fee left untaxed
s + sh - d - a	Subtotal plus shipping minus discount, assembly fee left untaxed

Create a Tax Base Mode

1. Click + Add Mode.
2. Read the warning — "Please read the formula guide before performing any actions."
3. Fill in the fields and click Submit.

Field	Description
Mode ID *	Lowercase snake_case, unique (e.g., subtotal_plus_shipping).
Label *	Name shown in the dropdown (e.g., Subtotal plus shipping). Must be unique.
Formula *	Uses only s, sh, d, id, sd, a with +, -, *, / and parentheses (e.g., s + sh - d).
Description	Optional notes about the mode.
Active	Yes (default) or No.

On success, "Tax base mode created successfully" appears. If the formula is invalid, a message explains the problem — for example, an unknown variable or unbalanced parentheses.

note

Tax base modes cannot be edited or deleted from this page after they are created. Check the Formula carefully before clicking Submit.

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vii. Tax Breakdown on Orders

On order details, and on the Tax field when adding products to a quote or order, an (i) icon appears next to the tax amount. Hover over it to see how tax was calculated.

Row	What It Shows
Item tax	Tax rate (%), tax amount, and the taxable item amount.
Shipping tax	Tax rate (%), tax amount, and the shipping amount — or not taxed.

The icon is not shown when tax is entered manually.

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e. Payment Methods

Payment Methods controls how customers pay — at website checkout and when staff take payment on quotes and orders in the Console. You can add payment gateways, enter your own gateway credentials, add a payment fee, and limit a method to specific customers.

Each method can be enabled separately for each channel:

Channel	Used For
Console	Quotes and orders in the Kitchen365 Console.
B2C Website	Customer checkout on the storefront.

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i. Payment Methods List

Open Configuration > Payment Methods to view the payment methods added to your website.

Column	Description
Name	Method title shown to customers and staff.
Enabled	Main switch — turns the method and all its channels on or off.
Enabled (console)	Offer this method on quotes and orders in the Console.
Enabled (website)	Offer this method at website checkout.
Action	Edit (pencil) and Remove (trash) icons.

• The channel switches are locked while Enabled is off. A - means the method is not available on that channel.
• Your list may also include payment methods set up earlier for your website (for example Cheque or Cash). They are managed the same way.
• A Restricted badge (e.g., "Restricted · 2 groups, 1 customer") means the method is offered only to selected customers — see Customer Apply. "Restricted · nobody selected" means the method is hidden from everyone.

Last website payment method

If you try to turn off the only payment method enabled for your website, a confirmation appears because checkout would have no payment option. Click OK to turn it off anyway, or Cancel to leave it on and enable another method first.

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ii. Add a Payment Method

1. Go to Configuration > Payment Methods.
2. Click Add Payment Method.
3. In the Add Payment Method dialog, select one method. Use "Search payment methods..." to filter by name or gateway.
4. Click Add & Configure.

• Methods already on your website show an Added badge and cannot be selected.
• After adding, the message "Method name added — enter its details to enable it" appears and the Edit Payment Method form opens, where you enter your own gateway credentials.
• A newly added method is disabled, on every channel, until you enable it.

Available Payment Methods

Gateway	Payment Methods
Authorize.Net	Authorize.net Credit Card, Authorize.Net ACH
Stripe	Stripe Credit card, Stripe ACH
PayPal	PayPal
QuickBooks	QuickBooks Credit Card, QuickBooks ACH
Square	Square Payment, Square ACH Payment
NMI	NMI Credit Card, NMI ACH
Clover	Credit Card (Clover)
Offline	Cash On Delivery, Money Order, Bank Transfer, Split Payment

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iii. Edit Payment Method

1. Click the Edit icon on the method row.
2. Expand each section and complete the fields.
3. Click Submit, review the Confirm Changes Dialog, and click Yes, save changes.

On success, the message "Payment method updated" appears and you return to the list. Fields marked with a red asterisk (*) are required.

Section	What It Contains
General	Identity, availability, and ordering.
Channels	Where the method is offered.
Customer Apply	Limit the method to specific customer groups or customers.
Display	How the method is presented at checkout.
Payment Fee	Surcharge added when this method is chosen.
Provider Config	Gateway credentials — online methods only.

tip

If the form cannot be saved, a list of fields to fix appears at the top. A field may sit inside a collapsed section — expand the sections to reach it.

General

Field	Description
Name	Method identifier — read-only.
Gateway	Payment gateway — read-only.
Title *	Name shown to customers and staff (100 characters max).
Sort Order	Display order — 0 or greater.
Enabled	Yes or No — main switch for the method.
Is Default	Yes pre-selects this method.
Is Online	Yes for online gateway payments.
Capture Offline	Yes if payment is collected outside the gateway.
Depends On	Another method this one takes its settings from (e.g., Split Payment depends on online-payment).

Channels

Field	Description
Enabled (console)	Yes or No. Follows Enabled and can only be changed while Enabled is Yes.
Enabled (website)	Yes or No. Follows Enabled and can only be changed while Enabled is Yes.
Console Methods / Website Methods / Website Flags	Advanced settings for the gateway (e.g., card or bank account). Leave unchanged unless advised by Kitchen365.

Display

Field	Description
Description	Short text shown with the method (500 characters max).
Notice	Instructions shown to the customer (1000 characters max).
Method Icon	Icon path (e.g., /icons/cod.svg) or full URL.
Payment Type	Payment type label (100 characters max).
Icon Width / Icon Height	Icon size in pixels, 0–512.
Extra Checkout Fields	Extra fields the customer fills in for offline methods (e.g., a Transaction ID).

Provider Config

Enter the credentials from your gateway account. Offline methods (Cash On Delivery, Money Order, Bank Transfer, Split Payment) do not have this section.

Gateway	Fields (* = required)
Authorize.Net	API Login ID *, Transaction Key *, Client Key *, Accept.js URL *, API Endpoint *, Environment
Stripe	Secret Key *, Publishable Key *, Webhook Secret
PayPal	Client ID *, Client Secret *, Base URL *
QuickBooks	Client ID *, Client Secret *, Base URL *, REST API URL *, Auth URL, Redirect URI, Setting Key, Environment
Square	Access Token *, Application ID *, Location ID *, SDK URL *, Setting Key, Environment
NMI	Secret Key *, Transact URL *, Public ID *, Collect.js URL *, Environment, Sandbox Receipt Email
Clover	Base URL *, Setting Key *, App ID *, Merchant ID, API Access Key

Secret fields (keys, tokens, secrets) are stored encrypted. Leave them as they are to keep the current value.

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iv. Customer Apply

Use Customer Apply to offer a payment method only to specific customer groups or customers — for example, Money Order only for wholesale customers.

Field	Description
Customer Apply	No (default) — offered to every customer. Yes — offered only to the groups and customers selected below.
Apply on Customer Group Level	Yes to offer the method to every customer in the selected groups.
Customer Groups	Searchable list of customer groups (shown by group code).
Apply on Customer Level	Yes to offer the method to individually selected customers.
Customers	Searchable list of customers (name, email, and group).

How it works:

• A customer sees the method if they are in a selected group or are a selected customer.
• Restricted methods are offered in addition to your unrestricted methods — they never hide other methods.
• Turning a switch to No clears the selections under it. The cleared values are listed in the confirm dialog before saving.
• On a quote or order in the Console, restricted methods appear only after a customer is chosen.

important

If Customer Apply is Yes but no group or customer is selected, the method cannot be saved — it would be hidden from every customer.

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v. Payment Fee

Add a surcharge when the customer chooses this method.

Field	Description
Fee Title	Label for the fee shown on the order (100 characters max).
Fee Amount	Fee value — 0 or greater. Decimals allowed.
Fee Calculation	Fixed, Percent on Subtotal, or Percent on Grand Total. Required when Fee Amount is above 0.

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vi. Remove a Payment Method

1. Click the Remove (trash) icon on the method row.
2. Review the Remove payment method dialog — it shows the method's name, enabled settings, and any customer restrictions.
3. Click Remove.

• Removing a method deletes its configuration, credentials, and customer restrictions from your website. Adding it again later starts from the default settings.
• If it is the only payment method enabled for your website, the dialog warns that checkout would have no payment option. The button changes to Remove anyway — click it only if you are sure.

Website update

If a message says the storefront's cached methods did not refresh, your change is saved. The website picks it up on its next refresh.

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vii. Confirm Changes Dialog

When you save a Payment Method, Tax Method, or Shipping Method, a confirmation dialog opens first so you can review your edits.

Column	What It Shows
Field	The setting you changed.
Current	The saved value.
New	The value that will be saved.

• Secret values show as ••••••. Empty values show as — (empty).
• Click Yes, save changes to save, or Cancel to go back and keep editing.
• If nothing was changed, the dialog shows "No changes to save." with a Close button.

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f. Timezone Changes

Timezone Changes controls how dates and times are displayed across the Console — in list columns, detail pages, and reports.

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i. Timezone Settings Page

Open Configuration > Timezone Changes.

Element	Description
Time Zone *	Searchable dropdown of all supported time zones (e.g., (UTC-05:00) Eastern Standard Time (America/New_York)).
Save	Saves the selected time zone after confirmation.

While the page loads, a spinner appears. When loaded:

• The currently saved time zone is pre-selected.
• If no time zone was saved, your browser's local time zone is used.

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ii. Confirm Timezone Change

When you click Save with a new time zone selected, a confirmation modal appears.

The modal shows a side-by-side preview:

Panel	What It Shows
Current	Current offset, display name, and time zone identifier.
New	New offset, display name, and time zone identifier.

Button	Action
Cancel	Close the modal without saving.
Confirm & Save	Apply the new time zone.

Automatic logout

Changing the time zone updates how dates and times display across the Console. You are automatically logged out after confirming so your session reflects the new settings. Sign in again to continue.

If you select the same time zone already saved, the page shows "No changes to save" and the confirmation modal does not open.

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g. Quick Reference

Setting	Where It Applies
Tax Classes	Customer groups, products, quote/order tax calculation.
Tier Pricing	Quote and order product pricing by customer group.
Shipping Methods	Quote/order shipping dropdown, website checkout.
Tax Methods	Tax on quotes, orders, and website checkout.
Tax Base Modes	Which amounts are taxed (subtotal, shipping, discounts).
Payment Methods	Payment options on quotes, orders, and website checkout.
Timezone	All dates and times shown in the Console.

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Troubleshooting

Problem	What to Do
Configuration menu not visible	Confirm you have Tax Classes or Tier Pricing permissions. Contact your administrator.
Cannot delete a tax class	It is linked to a customer group or product — remove the link first.
Tier pricing rule not applying	Check Active status, valid dates, matching customer group, and conditions.
Multiplier seems wrong	Remember: 0.90 = 10% off, 1.00 = no change, 1.10 = 10% markup.
Shipping method not on quote/order	Set Console Enabled to Yes. Verify address and products match method rules.
"Recalculating shipping rates..." stuck	Confirm products have weight/dimensions (for carriers). Check method configuration.
Custom Shipping Rate not available	Ask your administrator to enable custom shipping for your tenant.
UPS/FedEx/Navisphere rate error	Verify API credentials. Check weight limits and product data.
Timezone change did not take effect	Sign in again after automatic logout. Refresh the page.
"No changes to save" on timezone	You selected the same time zone already in use — pick a different one.
Tax Methods menu not visible	Available only on Console v2.0.0. Log out and log back in after an upgrade.
"Permission denied. Log out and log back in to refresh permissions."	Your permissions changed after you signed in — log out and log back in.
Tax not calculating after adding a tax method	New tax methods are disabled — switch Enabled on in the Tax Methods list.
Another tax method turned off	Only one tax method can be enabled at a time — enabling one turns the others off.
Tax base mode formula rejected	Use only s, sh, d, id, sd, a with +, -, *, / and balanced parentheses. See the Formula Guide.
Payment method missing at checkout	Check Enabled and Enabled (website). If it shows a Restricted badge, it is offered only to selected customers.
Payment method shows for nobody	Customer Apply is Yes but the customer's group or the customer is not selected — add them, or set Customer Apply to No.
Payment method missing on a quote/order	Check Enabled (console). Restricted methods appear only after a customer is chosen.
Cannot save a payment method	Fix the fields listed at the top of the form — expand collapsed sections to find them.
Website still shows old payment settings	Your change is saved — the website picks it up on its next refresh.

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Security Notes

• Only authorized Console users can manage Configuration settings.
• Carrier API credentials are stored securely on the shipping method.
• Payment gateway and tax provider secrets are stored encrypted and shown as ••••••.
• Timezone changes require confirmation and automatically end your session.