The basic criteria to allocate the TAX RULE in Accounts section is as follows which is optional as per the requirement:
1. SKU
2. Product families
3. Price range
4. Default
Please note it is mandatory to assign Pincode and State for the Warehouse added on Browntape. To add these details follow the below mentioned steps:
Inventory--> Warehouse--> Warehouse list--> Edit/Add Pickup Address (under each warehouse added)-->Save Pickup Address.
Current Tax Rules:
In Current Tax the tax percentage can be assigned in two ways.
A. Default: If you have a common tax percentage for all your products then this would be a preferred option.
1. Select the price range from Zero (0) to infinity in price range column.
2. Select product as Default Product in Product Family (PF) section.
3. Choose the warehouse pincode from the list in Location under Warehouses.
4. Select the VAT percentage as applicable.
5. Select the CST percentage however even if you do not have this variant of tax then select the same percentage as VAT.
6. Click on save in Actions tab.
Please note that if you set a particular price range for a SKU or product from a particular warehouse then this cannot be repeated for the same price range in that warehouse but can be assigned in a different warehouse.
B. Product Families: This is applicable when you have different product variants/ product families with different tax percentage.
For example: If you have a product as ABC for Shoes and XYZ for Bags. Now these products may have different tax percentage which can be covered when you a assign a tax percentage to the product family directly. In above example you can assign the tax percentage to Shoes and Bags as Product families. This can be added for multiple product families.
Bulk Assign Tax Rules
The above process can be completed for SKUs in Bulk as well. You need to download blank csv file format from BULK ASSIGN TAX RULE, fill in the details as needed and then either drag the file or save it to UPLOAD. The percentage will be applicable as set up.
Exceptions:
This can be seen as an exception where in you can choose the number of SKU which has specific tax percentage and allocate the same as per desire warehouse.
To assign exception for tax rules on the basis of SKUs please follow the below steps
1.Search for the SKU code in SKU code section.
2.Select the required warehouse pincode and state from the list in Location section (depending on the number of warehouses available).
3.Assign the tax percentage as VAT and CST and click on SAVE in Actions to complete the process. The data will be updated accordingly which will be visible once the page is refreshed.
Bulk Assign Exceptions
The above process can be completed for the SKUs in Bulk.
To Assign SKU wise Exceptions in bulk you will need to download blank csv file format from BULK ASSIGN EXCEPTIONS, fill in the details as needed and then either drag the file or save it to UPLOAD. The percentage will be applicable as set up.
Also See: Reasons why a Tax Rule (and thus Tax) may not get allocated to an order in Browntape
Get in touch with us to know more
support@browntape.com | +919595073473