Purchase Orders

How to define discount?

To create discount follow the steps mentioned below:

1. Go to Foundation module and click on discount sub module.

2. Click on plus icon to create discount

3. Fill details like name, code, type(Percentage or Flat) and choose duration.

4. 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:

5. Click on setting icon of created discount from right hand end

6. Choose user group and define rate 

7. Click on Save

Know More: Mapping discount with Products/Goods

 

How to define tax?

To define and create tax please follow the steps mentioned below:

1. In FeetPort web console go to foundation module and click on tax sub module.

2. Now by default you will be able to see tax tab

3. To create tax click on plus icon from right hand top side

4. Fill name, rate and type of tax

5. Click on create

 

You have now create 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

Mapping discount with Products/Goods

To map discount with products/goods please follow the steps mentioned below:

1. Go to Foundation module an click on collection

2. Choose product or item collection and click on edit

3. Now select discount from drop down

4. Click on update

Discount has been configured with item 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. Go to foundation module and click on collection 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

 

Configuring tax with activity

Since 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. Go to foundation module and click on activity.

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 setup taxes?

To setup taxes 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 TAX tab click on the + icon to Add new tax.
  3. Fill details like Tax Name, Rate and select Type of tax.
  4. Finally, click on CREATE.

 

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. In the navigation menu of your web console go to Configure 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 setup GST in an organization please follow the steps mentioned below:

  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 scheme.
  3. Give your discount a Name, Code, select a Type and Duration.
  4. Finally, click on Create.

 

How to create discount for flat amount?

To create a discount for a flat amount please follow the steps mentioned below:

  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 scheme.
  3. Give your discount a Name and Code.
  4. Give Type as Flat.
  5. Finally, click on Create.

 

How to configure Tax exemption?

In order to configure Tax Exemption, Please 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.