Purchase Orders

How to define a Discount in FeetPort ?

FeetPort provides you the option to add discount to be given on products and services. This can be done by a web user from FeetPort web portal.

To create discount follow the steps mentioned below:

  1. From Navigation Menu, go to Configuration module.
  2. Click on Purchase Orders sub-module.
  3. Click on the Discount tab.
  4. Click on plus '+' icon to create discount.
  5. Fill details like Discount Name, Code, Type (Percentage or Flat) and choose Duration.
  6. Click on Create to complete discount creation.

 

 

After creating discount, it has to be mapped with user groups so mobile users can provide discounts on product while taking orders.

To configure it please do these setting:

  1. Click on Setting icon of created discount from right hand end.
  2. Click on create to complete discount creation.
  3. Choose user group and define rate.
  4. Click on Save.

Know More: Mapping discount with Products/Goods

 

 

How to define Tax in FeetPort?

Various Taxes can be set up for an organisation in FeetPort. Web User can set and define tax preferences through following the steps mentioned below:
  1.  From Navigation Menu, go to Configuration module and click on Purchase Orders sub module.
  2.  Now you will be able to see Tax tab.
  3.  To create tax click on plus '+'  icon from right hand top side.
  4.  Fill Tax Name, Rate and Type of tax.
  5.  Click on Create.

 

You have now created a tax which can be mapped with activity for use. Tax exemption tab is used for create a order which can be exempted from tax ie: Charity. Default tax preferences will define default tax calculation for activity  and you may add GST number from GST setting tab if your company has a GSTIN.

Know More: Mapping tax with Products/goods

Configuring tax with activity

How to map discount with Products/Goods ?

To map discount with products/ goods, please follow the steps mentioned below:
  1. From Navigation Menu, go to 'Collection' module and then Products sub module.
  2. Choose product or item from collection and click on edit ? icon.
  3.  Now select Discount from drop down.
  4.  Click on Update.
  5. Discount has been configured with item/ product for users. Now the relevant user group can provide discount as defined.

 

Know More: Mapping discount with Products/Goods

Mapping Tax with Products/goods

To map the tax with activity follow these steps mentioned below:
  1.  From Navigation Menu, go to Products module under Configuration sub-module.
  2. Open Product collection and click on edit icon for making tax applicable.
  3. Check Tax applicable box and then choose relevant tax group.
  4. Click on Update.

 

 

Know More: How to create or define tax?

Configuring tax with activity

 

How to configure tax with activity?

We have configured tax and made it applicable with items, now we have to map it with activity. In order to do it please follow below mentioned steps:

  1. From Navigation Menu, go to Configuration module and then Activities sub-module.
  2. Choose the activity and click on Order tab icon at right hand top.
  3. Check Tax box.
  4. Check GST box and fill the details.
  5. Click on Update.

Know More: How to define tax?

Mapping tax with Products/goods

How to configure default Tax preferences for Indian organisations?

To configure GST for Indian organizations please follow the steps mentioned below:

  1. In the navigation menu of your web console go to Configure and click on Purchase Orders.
  2. In Default tax preferences tab select Intra State Tax Rate/Inter State Tax Rate options.
  3. Finally, Save it.

 

How to setup GST in an organisation?

To setup GST in an organization please follow the steps mentioned below:
  1. From Navigation Menu,  go to Configuration and click on Purchase Orders.
  2. Click on GST settings tab.
  3. Select if your business is registered for GST and fill your GST Identification Number.
  4. Finally, Save it.

 

How to create percentage discount?

To create Percentage Discount, follow the below steps:
  1. In the navigation menu of your web console go to Configure and click on Purchase Orders.
  2. Click on the Discount tab and then click on + to Add new Discount.
  3. Give your discount a Name, Code, select a Type and Duration. Select Percentage as discount type.
  4. Finally, click on Create.

 

How to create discount for a flat amount?

To create a discount for a flat amount, please follow the steps mentioned below:
  1. From Navigation Menu of your web console, go to Configuration and click on Purchase Orders.
  2. Click on the Discount tab and then click on + to Add new Dsicount.
  3. Give your discount a Name and Code.
  4. Choose discount Type as Flat.
  5. Select the duration period for implementing the discount.
  6. Finally, click on Create.

How to configure Tax exemption?

In order to configure Tax Exemption,  follow the below steps:

  1.  From Navigation Menu, click on the Purchase Orders under Configuration module.
  2. Click on the Tax Exemption tab.
  3. Click on the plus '+' icon to add. 
  4. Now enter Tax Exemption Name and Description.
  5. Click Create.

How to configure discounts with User Groups or Users?

Discount created can be assigned to the user through User Groups This can be done by following steps: 
  1. From Navigation Menu, go to Configuration module.
  2. Click on Purchase Orders sub-module.
  3. Click on the Discount tab.
  4. Click Settings ⚙️ icon to set Discount Rate Configuration.
  5. Select User Group and Discount Rate.
  6. Add Field for configuring multiple User Groups or Rates.
  7. Click on Save to complete the assigning process.

How to delete Discounts in FeetPort?

Discounts created in FeetPort for respective products an services can be edited any time by following below mentioned steps:

  1. From Navigation Menu, go to Configuration module.
  2. Click on Purchase Orders sub-module.
  3. Click on the Discount tab.
  4. Click on the checkbox  against any of the listed discount.
  5. Click o Delete icon on top right hand side and a new pop-up window will appear.
  6. Click DELETE to delete discount.

    How to update a Discount in FeetPort?

    To update the Discounts in FeetPort, follow the below steps:

    1. From Navigation Menu, go to Configuration module.
    2. Click on Purchase Orders sub-module.
    3. Click on the Discount tab.
    4. Click on the Discount from the list to edit it.
    5. Make changes in Discount Name, Code, Type and Time duration as per your choice.
    6. Click on Update to save changes.

    How to Delete Taxes from FeetPort?

    Various taxes can be deleted by following below steps:

    1.  From Navigation Menu, go to Configuration module and click on Purchase Orders sub module.
    2.  Now you will be able to see Tax tab.
    3. Click on Delete icon in front of the listed Taxes.
    4. Click again on DELETE on confirmation dialog box and he selected tax will be deleted.

    How to update Tax details in FeetPort?

    Tax Details in FeetPort web portal can be updated as per following steps:

    1.  From Navigation Menu, go to Configuration module and click on Purchase Orders sub module.
    2.  Now you will be able to see Tax tab.
    3. Click any of the listed Taxes.
    4. A side window will appear to edit details.
    5. After required changes, click on Update to save the changes.