RMS Taxes - change tax per invoice?

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Subject Author Date RMS Taxes - change tax per invoice? eric Wood 10-23-2008  RE: RMS Taxes - change tax per invoice? Kinnard 10-26-2008  Re: RMS Taxes - change tax per invoice? dc 10-28-2008
Posted by eric Wood on October 23, 2008, 11:16 am Please log in for more thread options Hello. We have a unique setup whereas we are both a contractor and a retailer. Some jobs require us to pay the taxes to the city where the installation is, while people who walk into the store need to pay retail taxes. We currently calculate sales tax based off the customers zip code, which works well. If, for some reason, the zip code is entered in incorrectly or is not known it will automatically collect the retail tax (which is higher than the others...so at least we are overcollecting). Here's the problem. If customer XYZ comes into the store and purchased $500 work of product to be delivered and installed the sales rep would enter their info in, which would automatically make the SHIP TO address the same as the BILL TO address, which in turn would charge the correct tax. This works well. Now, if that SAME person comes back into the store and purchase something small such as a chemical for $3...when the sales rep pulls up their profile they would automatically be charged the tax for the zip code which their previous order was shipped to (possibly another city)...when it should be charging the RETAIL tax. This is a problem. One workaround is to have the sales rep add a ship to address which is blank, which in turn would charge the retail tax. So, my question is two parts. First the "solution". Second the "bandaid". 1. Would it be possible to automatically (via customization orpurchased software) be able to automatically force the sales person to select a tax code, instead of assuming the customer profile is correct? 2. Would it be possible to add a custom button on the right hand side of the screen which would say something like "retail tax" that would automatically choose a predefined "ship to" address which is associated with every customer (but not default) that would charge the right tax? For example, it would be the same as choosing to add a shipping address...but would be scripted. Any ideas would be really helpful here. Thank You! Eric Posted by Kinnard on October 26, 2008, 9:45 pm Please log in for more thread options Eric, essentially you need to be able to manually adjust the sales tax on an invoice which you cannot do with RMS. I had a similar situation with a garden center. I ended up having to switch my customer to a different POS package, and Microsoft admitted it could not be done and refunded my money. Kinnard Kinnard L. Kohler Retail Management Systems of Arkansas 300 South Rodney Parham Road Parham Place - Suite 1 Little Rock, AR 72205-4747 (Tel) 501-412-5686 (Fax) 501-374-3636 Email: kinnardkohler@sbcglobal.net "eric Wood" wrote: > Hello. > > We have a unique setup whereas we are both a contractor and a retailer. > Some jobs require us to pay the taxes to the city where the installation is, > while people who walk into the store need to pay retail taxes. > > We currently calculate sales tax based off the customers zip code, which > works well. If, for some reason, the zip code is entered in incorrectly or > is not known it will automatically collect the retail tax (which is higher > than the others...so at least we are overcollecting). > > Here's the problem. If customer XYZ comes into the store and purchased $500 > work of product to be delivered and installed the sales rep would enter their > info in, which would automatically make the SHIP TO address the same as the > BILL TO address, which in turn would charge the correct tax. This works well. > > Now, if that SAME person comes back into the store and purchase something > small such as a chemical for $3...when the sales rep pulls up their profile > they would automatically be charged the tax for the zip code which their > previous order was shipped to (possibly another city)...when it should be > charging the RETAIL tax. This is a problem. > > One workaround is to have the sales rep add a ship to address which is > blank, which in turn would charge the retail tax. > > So, my question is two parts. First the "solution". Second the "bandaid". > 1. Would it be possible to automatically (via customization orpurchased > software) be able to automatically force the sales person to select a tax > code, instead of assuming the customer profile is correct? > 2. Would it be possible to add a custom button on the right hand side of > the screen which would say something like "retail tax" that would > automatically choose a predefined "ship to" address which is associated with > every customer (but not default) that would charge the right tax? For > example, it would be the same as choosing to add a shipping address...but > would be scripted. > > Any ideas would be really helpful here. Thank You! > > Eric Posted by dc on October 28, 2008, 10:49 pm Please log in for more thread options Merchants Consulting in Seattle has a small destination sales tax addon that has a 'Select Tax' custom button. > Hello. > > We have a unique setup whereas we are both a contractor and a retailer. > Some jobs require us to pay the taxes to the city where the installation > is, > while people who walk into the store need to pay retail taxes. > > We currently calculate sales tax based off the customers zip code, which > works well. If, for some reason, the zip code is entered in incorrectly > or > is not known it will automatically collect the retail tax (which is higher > than the others...so at least we are overcollecting). > > Here's the problem. If customer XYZ comes into the store and purchased > $500 > work of product to be delivered and installed the sales rep would enter > their > info in, which would automatically make the SHIP TO address the same as > the > BILL TO address, which in turn would charge the correct tax. This works > well. > > Now, if that SAME person comes back into the store and purchase something > small such as a chemical for $3...when the sales rep pulls up their > profile > they would automatically be charged the tax for the zip code which their > previous order was shipped to (possibly another city)...when it should be > charging the RETAIL tax. This is a problem. > > One workaround is to have the sales rep add a ship to address which is > blank, which in turn would charge the retail tax. > > So, my question is two parts. First the "solution". Second the > "bandaid". > 1. Would it be possible to automatically (via customization orpurchased > software) be able to automatically force the sales person to select a tax > code, instead of assuming the customer profile is correct? > 2. Would it be possible to add a custom button on the right hand side of > the screen which would say something like "retail tax" that would > automatically choose a predefined "ship to" address which is associated > with > every customer (but not default) that would charge the right tax? For > example, it would be the same as choosing to add a shipping address...but > would be scripted. > > Any ideas would be really helpful here. Thank You! > > Eric Similar Threads Posted Change "Sales Receipt" to Invoice March 10, 2006, 10:35 am How to Delete and change The Transaction(invoice) July 16, 2006, 7:37 am How to change Sales Receipt for Invoice May 13, 2007, 8:53 pm change a work order to a sales invoice February 15, 2007, 4:52 pm Change item cost on closed invoice January 2, 2008, 7:15 pm Taxes on SO should auto apply Taxes to an Item May 9, 2006, 4:21 pm Price Change Export - ILCs change August 17, 2006, 4:26 pm Taxes August 17, 2006, 4:01 pm Customer Taxes January 13, 2007, 9:55 am Discounts and taxes May 2, 2007, 2:04 pm