Your POS allows you to complete transactions with your clients right then and there. To complete the sale you need to have an accurate calculation of how much is owed by the customer including taxes and discounts you may offer. All charges must be included if they will pay for the products at that moment, which is why we’ll teach you how to do it.
Adding Taxes to the Product #
To attach taxes to a product, first create the Tax inside the browser version of your CRM. For this, go to the settings tab in the Payments section. If you need additional help, please check the article “How to add Taxes Overview”.
To add the Tax to a product in the mobile app, click the apps menu, then head to the Products section.
Create a product by clicking the Plus sign or edit an existing one by clicking on its name.
In Step 1 of the Product Builder, you will see a drop-down menu to Add Tax.
Once you click it, any Taxes you’ve created in the browser version will be available for selection. Select the desired ones and then click done.
Then, configure the tax settings.
Click Next twice and then click Update or Create Item.
Every time you add this product to the catalog, the associated taxes will be applied to the total!
Applying a Discount and Viewing Taxes #
When initiating a sale from the Product Catalog, you can add a discount in the Review Payment point of the process. To do so, tap the product that should be added.
Configure the product description, quantity, and price, and view the applicable taxes. Click Add to advance to the next step.
Select another item from the list and repeat the process above to add multiple items to the sale. Repeat these steps as required.
In the payment review window, you will see a breakdown of the taxes applied to the order. You can also click Add Discount to reduce the cost for your customers.
Toggle the switch to set a percentage-based or fixed discount. Once adjusted, click Done.
You can now see the added discount and taxes with the final price.
Now that you have added the Taxes and Discounts for your client, complete the transaction as normal, and you’re done! No worrying about calculating taxes after a sale or manually noting down the discounts you’ve offered, just straightforward sales from now on!
Frequently Asked Questions #
Where do I create taxes before applying them on mobile? #
Taxes must first be created in the browser version of your CRM under the settings tab in the Payments section. They then become available for selection in the mobile app.
How do I add a tax to a product in the mobile app? #
Open the apps menu, go to Products, create or edit a product, then in Step 1 of the Product Builder use the Add Tax drop-down to select your previously created taxes and configure the settings.
When are the taxes applied to a sale? #
Once a tax is attached to a product, the associated taxes are automatically applied to the total every time that product is added to the catalog and sold.
How do I apply a discount during a sale? #
In the payment review window, click Add Discount, toggle the switch to choose a percentage-based or fixed discount, adjust the amount, then click Done.
Can I see a breakdown of taxes before completing payment? #
Yes. The payment review window displays a breakdown of the taxes applied to the order along with any discount and the final price.
Can I add multiple items to a single sale? #
Yes. After adding one product, select another item from the list and repeat the process to add as many items as needed before completing the transaction.
