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- Open a new record from the Products service.
- Complete the top area of the Products form.
- Specify a name, Product Category, Product Type, and parent product (if
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- applicable).
- applicable).
- Click the Accounting tab.
- Select the Taxable option. Marking a New Product As Taxable
- Complete the other fields on the Products record, as required.
- See
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- Creating a Basic Products Record for more information on setting up new products in Aptify.
- Creating a Basic Products Record for more information on setting up new products in Aptify.
- Save the new Products record.
After save, the Taxable field becomes read-only and cannot be modified.
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Note A user can only identify a product as taxable prior to the first save. After a new Products record is saved, a user can no longer modify the Taxable field. Therefore, you should confirm that a product has the Taxable field configured properly before saving the record.
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By default, Aptify applies sales tax for any product that has the Taxable option selected, assuming that the order's Ship To/Bill To parties match a configured Sales Tax Rate.
However, an organization can conditionally tax certain products by establishing Order Line Filter Rules in one or more Sales Tax Rate. Using filter rules, a product may be taxed under one set of conditions but not another. See Specifying Order Lines Filter Rules
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for details.