New Articles

  1. Overview of Tax Profiles

    Provides information about working with tax profiles, including default rates and exceptions to those rates (such as non-taxable items).
  2. Handling Tax Rate Changes

    Explains how to update tax profiles when tax rates change.
  3. Linking Tax Profiles to Company Records

    Provides steps to link a tax profile to a company record.
  4. Linking Tax Profiles to Postal Codes

    Details steps for connecting postal codes to a tax profile.
  5. Flagging Companies as Tax Exempt

    Explains how to mark a customer company as exempt from tax calculations.
  6. Setting Up Tax Profiles

    Details steps and recommendations for setting up the most effective tax profiles for your company.
  7. Returning Shipments to Vendors

    Provides steps for recording products shipped back to a vendor.
  8. Receiving Returned Orders

    Provides steps for receiving return shipments from customers.
  9. Receiving Incoming Shipments

    Provides steps for receiving incoming product, whether purchased from vendors or returned by customers.
  10. Handling Shipments that Contain the Wrong Item

    Explains best practices for resolving shipment mistakes.