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
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
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.
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! 😃