Defaulting Sales order Tax Inclusive flag per customer Answered

Luke.phillips

Despite being able to set a Tax Rule per customer the rule is not applied on a Sales order unless the Tax Inclusive flag is set on each order.

Either the tax rule should automatically be applied or the default state of the Tax Inclusive flag needs to be settable per customer. 

 


 

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  • Comment author
    galina.butakova
    • Official comment

    Good day,

    Thank you for your question regarding how the "Tax Inclusive" checkbox behaves when creating a Sales Order.

    To clarify, Cin7 Core automatically applies tax settings based on the configuration defined in your Reference Books → Tax Rules.

    When a customer is added to a new sales task, the system checks which Tax Rule is assigned to that customer. Based on this rule, we determine whether the "Tax Inclusive" checkbox should be checked or left unchecked.

    • If the assigned Tax Rule is configured with Tax Inclusive = Yes, the checkbox will be automatically ticked.
    • If the Tax Rule has Tax Inclusive = No, the checkbox will be left unticked.

    We have completed an additional round of testing to verify this behavior, and we can confirm that the system is working as expected. The checkbox correctly reflects the setting defined in the associated Tax Rule once the customer is added to the sales document.

    We also verified the tax calculation across various scenarios and confirmed that there are no issues with the applied totals, the tax is calculated correctly according to the selected Tax Rule and inclusivity setting.

    We hope this clarifies the process. Please feel free to reach out if you have any further questions.

    Best regards, Galina

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