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dynamiczip:faq:exempt_customer_faq

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dynamiczip:faq:exempt_customer_faq [2015/04/16 23:29]
127.0.0.1 external edit
dynamiczip:faq:exempt_customer_faq [2017/09/07 18:47] (current)
conni
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 ====== How does DynamicZip handle tax exempt customers? ====== ====== How does DynamicZip handle tax exempt customers? ======
 +
 DynamicZip allows you to flag customers as tax exempt via the  [[dynamiczip:​windows:​DZ Customer Supplement window]]. Here are some steps you can follow for setting up a customer as tax exempt. ​ DynamicZip allows you to flag customers as tax exempt via the  [[dynamiczip:​windows:​DZ Customer Supplement window]]. Here are some steps you can follow for setting up a customer as tax exempt. ​
  
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   - Open the Customer Maintenance window (Cards >> Sales >> Customer).   - Open the Customer Maintenance window (Cards >> Sales >> Customer).
   - Enter or lookup the Customer ID.   - Enter or lookup the Customer ID.
-  - Press Ctrl+1 to open the [[dynamiczip:​windows:​DZ Customer Supplement window]]+  - Press Ctrl+1 to open the DZ Customer Supplement window. ​
   - Change the [[dynamiczip:​glossary:​Base Taxable Status]] to Exempt.   - Change the [[dynamiczip:​glossary:​Base Taxable Status]] to Exempt.
   - Press Save.   - Press Save.
-  - Close the [[dynamiczip:​windows:​DZ Customer Supplement window]]+  - Close the DZ Customer Supplement window. ​
   - Use the [[dynamiczip:​windows:​DZ Assign Customer Tax Schedules window]] to ensure that every address card for this customer is updated with an [[dynamiczip:​glossary:​exempt tax schedule]]. **IMPORTANT:​** This step is necessary because the customer has only been flagged as tax exempt and their Tax Schedule ID fields must now be updated.   - Use the [[dynamiczip:​windows:​DZ Assign Customer Tax Schedules window]] to ensure that every address card for this customer is updated with an [[dynamiczip:​glossary:​exempt tax schedule]]. **IMPORTANT:​** This step is necessary because the customer has only been flagged as tax exempt and their Tax Schedule ID fields must now be updated.
  
dynamiczip/faq/exempt_customer_faq.txt ยท Last modified: 2017/09/07 18:47 by conni