Announcement

Collapse
No announcement yet.

Apply tax to product

Collapse
X
 
  • Filter
  • Time
  • Show
Clear All
new posts

  • Apply tax to product

    hello how i can apply tax to a product i didn't find item in documentation
    regards

  • #2
    You can only apply a tax to an item of a quote / sales order. create tax record, create a quote and choose tax or if you wish to apply a custom tax then you can just apply fill in the custom tax without choosing the tax record. once you have done that then any items added to the created quote will have tax or custom tax applied. see attached screenshot.
    Attached Files

    Comment


    • #3
      hello ok
      my sale of order is create via a flowchart
      i try to to do this with a workflow rule
      Click image for larger version

Name:	image.png
Views:	148
Size:	48.3 KB
ID:	88814‚Äč
      that create a good sale of order with good tax rate but tax amount isn't good its not apply ! (tax amount = 0)
      Click image for larger version

Name:	2023-03-06_11h20_24.png
Views:	167
Size:	16.6 KB
ID:	88813
      if create sale of order manualy that ok ok taxe are good
      Thanks for any help
      Attached Files

      Comment


      • #4
        i think that when you generate a sales order you attach/assign to it the tax. double check that you sales order doesn't have any tax attached to it. This workflow only triggers when a sales order is created/saved which means that the sales order created/saved has a tax on it.

        Comment


        • #5
          thanks for your return, you mean create same workflow and choosing an other trigger type ? like scheduled ? or other thing ?

          Comment


          • #6
            no what i meant is that when you create the sales order make sure you don't assign a tax to it. the workflow doesn't generate the sales order ? how the sales order is created ? manually or generated via some code?

            Comment


            • #7
              i create sale order via flowchart
              like this
              Click image for larger version

Name:	2023-03-06_14h03_00.png
Views:	155
Size:	59.1 KB
ID:	88834
              but tax amont still 0

              Comment


              • #8
                that is weird is the tax (TVA 20%) exist in your tax records ?

                Comment


                • #9
                  can you also check if your product / item is not (tax-free) it should not be checked otherwise the system will not assign any tax value to the product.

                  Comment


                  • #10
                    yes the sale order have already create with tax 20% (my first screenhot) but taxe amount isn't calculated, => still 0

                    Comment


                    • #11
                      it seems that you have to specify the rate of the items because the taxRate is not update through the workflow. so when you start the workflow how do you add the item to the sales order ? can you share that part ? because i have just run some tests and it seems if you use a service / add related etc it doesn't work, you have to specify the taxRate for each item/product

                      Comment


                      • #12
                        thanks for your support and patience !
                        Click image for larger version

Name:	2023-03-06_15h39_20.png
Views:	138
Size:	104.8 KB
ID:	88851

                        Comment


                        • #13
                          i add rules to set tax rate to 20% in workflow same result tax amount still 0, if i edit sale order and update it taxe amount will be good

                          Comment


                          • rabii
                            rabii commented
                            Editing a comment
                            so you have a flowchart that create a sales order and then a workflow that update the sales order ? why would need this set up ? you could just do it all in the flowchart. also still don't see where the part that you create related products for the sales order.

                        • #14
                          where is the part that adds the products/items to the sales of order ?

                          Comment


                          • #15
                            yes this screen
                            Click image for larger version

Name:	2023-03-07_08h51_02.png
Views:	120
Size:	19.7 KB
ID:	88887

                            Comment

                            Working...
                            X