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Filter by label (Content by label)showLabelsfalsemax10sorttitleshowSpacefalselabelssetup, settings, customer, tax, adding-taxes to-add-tax

Overview

Excerpt

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. To add the tax for a specific customer refer

to

to Customer Setup.

 

Instructions

Ui expand
titleHow to Add or Edit a Tax

Follow these steps:

  1. Go
to
  1. to Setup
>
  1.  > Settings
> The
  1.  > Company Setup.
  2. Click on the "Tax" link.
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  1. The Tax Settings

window

  1.  window will pop-up, enable the tax by clicking on the checkbox

. NotePlease note: 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

  1. .

 
Image Removed

  2. If needed, you can "Add new tax" to the list. 

  3. Add a Name, Percentage,

and

  1. and Product Division, and then click

on

  1. on Save. 


Image Removed Tip
titleAccounting Code

If needed, users will be able to add the accounting code while creating or editing a tax. This could be useful for integration with external systems.

Image Removed

  2. You can "Edit" or "Delete" a tax located under
the
  1. the Actions
column
  1.  column. 
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Panel
titleRelated Articles
Ui expand
titleAdditional Charge Exception

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

  1. If you need to add any additional charges click on the "Add a new exception" click to add an additional charge.
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The
  1. The Additional Exception
window
  1.  window will pop-up, select an "Additional Charge", "Tax" and put in a "Percentage". Click
on
  1. on Save. 
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  1. This will then appear as shown below, you can "Edit" or "Delete" the additional charge under
the
  1. the Actions
column
  1.  column. 

Image Removed

 

 

 
Ui expand
titleSingle Tax per Customer Restriction

 



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titleRelated Articles

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Tip
titleAccounting Code

If needed, users will be able to add the accounting code while creating or editing a tax. This could be useful for integration with external systems.

Image Added