New Articles

  1. Using Templates for Shipping Charges

    Explains steps to apply a template to an order for standardized shipping charges.
  2. Creating a Tax Profile

    Presents steps for creating a tax profile.
  3. Understanding Tax Rate Calculations

    Provides information to clarify the logic for tax rate calculations.
  4. Using Templates in Orders

    Provides steps for using templates to speed up order entry.
  5. Overview of Tax Profiles

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

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

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

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

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

    Details steps and recommendations for setting up the most effective tax profiles for your company.