Always Pick Party Wise Tax Region

YouTube Link: How to Configure Party Wise Tax Region Selection in the Sale Bill ?

How to Configure Party Wise Tax Region Selection in the Sale Bill?

In this tutorial, when you select a party, the software automatically retrieves the tax region linked to that party, ensuring the application of accurate tax rates based on the customer's location.

Linking Parties with Tax Regions

  1. Navigate to the Setup/Party Wise Settings/Set Tax Regions + Customers

  2. Choose the Customer you wish to link to a Tax Region.

  3. Update the details by Click 'Refresh' to ensure the information is up-to-date.

  4. Lastly, press the spacebar in the "Tax Region" field, select the desired region from the dropdown list, and save the Changes.

Please link the customer to the desired Tax Region.

Configuration Settings

  • Navigate to the "Sale Voucher Configuration".

  • Select Relevant Billing Series.

  • Activate the option "Always Pick Party Wise Tax Region".

Keep this feature Enable to observe its Impact Billing

Demonstrating the Feature

  1. Create a "Sale Bill".

  2. Upon selecting a Customer, the software will automatically identify the applicable tax region.

The software has automatically selected the tax region based on the party-wise linking.

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