Administrators can set up tax charges or any additional charge exception needed for a specific customer. Taxes can be added based on customer's basis. Users can define if the tax should be applied to flowers, plants, hard goods, or all product divisions.

Follow these steps:

This option allows to indicate if a customer marked as non-taxable cab have a tax rate in certain situations.

What is a non-taxable customer?

A customer with taxes associated from the Customer Setup screen but with the Charge Sales tax option disabled,

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How does this option work?

If the setting is on, an option will be available from the Add Order and Add Prebook screens to allow salespeople to decide wheter whether a tax must be applied to the customer. If the user selects the option, the system will apply the tax configured for that customer and will apply it to the Prebook or Order (with items already added). If this option is set for a Prebook, the system will transfer the taxes to the invoice once it is billed, and the user will be able to decide wheter the tax must be applied before the invoice is confirmed.

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This option will allow you to override the global tax for a certain kind of charges.

You can restrict the number of taxes that can be associated to a given customer to one tax per customer.

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To Activate this, go to Setup>>Settings>>Tax and check the option Associate One Tax per Customer.

Before activating this option, you should confirm that your existing customers only have one tax asociated since even if you activate this option, the system will continue charging existing customers with all the taxes they have associated.

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The system allows to associate taxes to customers. To do this, follow the next instructions.