Create Taxes
Click 'Sale' Tab → Click 'Create Taxes' Tab
Form Information
- Select the Tax Type as attach to Invoice or attach to Products
- Enter the Tax Code
- Mark the check box as Vat Receipt or not
- If you mark the check box, you have to enter Vat Registration Number & Company Registration Number
- Select the Apply to Invoice Type as automatically or manually
- (after select tax type as attach to invoice, you will have this selection)
- Enter the Tax Value
- Select the Tax Status as Enable or Disable
- If you wish to save the tax, click on 'Save' button
Create Charges
Click 'Sale' Tab → Click 'Create Charges' Tab
Form Information
- Provide the Charge Name
- Select the Type as Value and Percentage
- Enter the Value
- Select Apply to Invoice option as Automatically or Manually
- Select Apply to option as Sub Total or Grand Total
- Select the Status as Enable or Disable
- If you wish to save the charge, click on 'Save' button
Attach Charges for Order Types
Click 'Sale' Tab → Click 'Attach Charges for Order Types' Tab
Form Information
- You must save one of the order type as Default, tick the check box (default)
- Click on' Attach' button to attach charges to the selected order type
- Select the Other Charges Type
- Click on 'Update' button to attach the charge type to selected order type
Create Sales Agent - Bulk Upload
Click 'Sale' Tab → Click 'More' Tab → Select 'Manage Sales Agent'
Form Information
- Click on 'Download' button to download the CSV template
- Here you can edit the CSV file and can add sales agents according to the template ( Refer the CSV Formatting Guidelines)
- Click on 'Browse' button to browse the file from your device
- If you wish to upload the sales agent details , click on 'Upload' button