Customize taxes based on product and license type

Update: You can now bulk-edit your product tags across all of your products in one action!

  • Go to the Products Table, and click the checkbox to select multiple products

  • Click the pencil icon that appears at the top of the table

  • From the bulk edit list, click on Product Tag and select the tag you want to apply

  • Click save!


This is particularly useful for leaving tax off separate sample SKUs and non-cannabis items!

For Example: CA Excise Tax

  • Go to Settings > Customize Distru > Taxes 

  • Click the little pencil icon next to CA Excise Tax 

  • This will open the Edit Tax Form....

  • On the Tax Tags field create a new tag called 'cannabis'

  • Also, check the boxes for Dispensary, Delivery and Retail

  • Click Update Tax

Product Tags

  • When creating new cannabis products (and for all existing ones):

  • Type 'cannabis' in the, Product Tag field on the Edit Product Form

  • Leave it off any non-cannabis items like batteries, accessories and apparel

  • Placing the cannabis tax tag on all cannabis items will ensure the excise tax is only applied to those items.


Company Categories 

  • When making new companies (and for existing companies):

  • Specify a Category that matches any of the boxes you checked
    on the Edit Tax Form.

  • New sales orders created for companies in those categories will auto-populate with the excise tax at the bottom. 

  • This will ensure it's always applied when it's required, while the tax tag ensures it's only applied to 'cannabis' products! 😃 

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