Connect 10.6

Contents

New
Feature 1 – Tax per Item
      General
      TAX RATE VS TAX GROUP
      TAX PER ITEM – DETAILED SETTINGS
           1. Enable tax per item for the Venue
             2. Add Tax Group
             3. Add Tax Rate
             4. Items – assign taxes
             5. Discounts
             6. Additional Tax settings on Vendor Role
             7. Orders Page – Tax per Item view
             ** SAMPLE CASES
Feature 2 – Possibility to complete individual orders with status “Pending”
Fixed



New: [ps2id id=’ew1′ target=”/]
Feature 1 – TAX PER ITEM [ps2id id=’kk19′ target=”/]

GENERAL: [ps2id id=’k2l32l3′ target=”/]
– the feature allows to add tax per individual item(s) 
– below you’ll find 4 brief steps – How to add Tax per Item

1.Settings > Venue > enable Tax per Item (the button is visible only for Super Admin users)
2.create Tax Groups
3.create Tax Rates that are assigned to Tax Groups
4.finally - assign Tax Group(only1) or Tax Rates (might use more than 1) to individual items

– next, Connect sends those information to Activate so that the app can show the correct taxes
(Go to Tax per Item – detailed settings to read a full description of Tax per Item settings) 


TAX RATE VS TAX GROUP – What’s the difference?  [ps2id id=’k23-0′ target=”/]


TAX PER ITEM – DETAILED SETTINGS: [ps2id id=’setlfmf’ target=”/]
Now, let’s go with the flow (and changes in UI). This is more detailed description of Tax per Item settings. 

  1. Enable tax per item for the Venue [ps2id id=’kwkm34′ target=”/]
    – Visible only for Super Admin users
    – You need to log into Connect as Super Admin -> search for your Venue -> log in and go to Settings > Venue
    Note! Once Tax per Item is enabled for the Venue, it is
    not possible to revert the change via Connect 

– choose “Enabled”
– by default the button is Disabled

– if Enabled – all the previous setup tax buttons on Vendor Role are hidden
Note! Don’t forget to click “Save Changes” at the bottom of Venue settings. 

2. Add Tax Group [ps2id id=’94kfm’ target=”/]
– Go to Connect > Options > Tax Groups

– When your Tax Group is created, you can define your Tax Rate.
– Click on a Tax Group by choosing from the list on Tax Groups page.
– Then, go to “Assigned Tax Rates” tab and click “Add Tax Rate” button.

Note! To be able to add a Tax Rate to Tax Group, you need to create & define Tax Rates (for more detailed description go to point 3 – Add Tax Rate)

3. Add Tax Rate [ps2id id=’trate’ target=”/]
– To do it go to Options → Tax Rates → click the blue “Create button”

 

Add Tax Rate
Name - fill in with any name (up to 20 characters). This field is required. 
Code - the field accepts only 2 characters, optional
Tax Rate - decide what your tax rate is, i.e. 5. The final tax value depends on “Value Type” toggle (either percentage or flat) 
Tax Type - decide if your tax is Inclusive or Exclusive. Inclusive = tax is calculated and included in item price (tax is “hidden” in item price). Exclusive = tax is calculated and added to the item price separately. The customer pays the item price + additional tax amount is visible in the app. It’s possible to tap the “Exempt” tax button on Activate. 
Status - Active/ Inactive
Value Type - decide if the value entered in “Tax Rate”, i.e. 5, will be percentage or flat tax value. It is required to choose one option. 
Threshold Logic - the value of the threshold, by default it is null = not set. You can change it to “full”. 
Threshold -  this is the value of the threshold. By default it is empty = 0. 

To find out more on what is “Price Threshold” – read the below scenario

  1. EXAMPLE:
    → Threshold = Full, Threshold value = 5
    → result: item is not taxed if the price is less than $5
    → if the price is greater than or equal to 5, then the entire price amount is taxed
    Example: Item price is $5.50. Tax rate is 10%. Tax is $5.50 * 10% = $0.55
    Example: Item price is $4.99. Tax rate is 10%. Tax is none ($0.00) 

Once the Tax Rate is created, assign it to Tax Group

Note1: You CANNOT assign Inclusive and Exclusive Tax Rates to Tax Group. You can assign i.e. 2 Inclusive Tax Rates, but do NOT mix 2 Tax Rates i.e. one Inclusive and one Exclusive. 
Note2: You CANNOT remove the Tax Rate from Connect when it is already assigned to Tax Group. 
Note3: You CANNOT change Tax Type of Tax Rate if it is already assigned to Tax Group or item. 

Tax Rate is defined and assigned to Tax Group. Now, everything is ready to assign the new tax to item. You can assign either Tax Rate or Tax Group, but you cannot assign both: Tax Rate & Tax Group.

4. Items – assign taxes [ps2id id=’kmr55′ target=”/]
 – Items → click your item and go to the new “Taxes” tab

 

Taxes Settings:
 1. Taxable (Yes/No) - decide if you want taxes to be applied to item. You must set Taxable to YES if you want Tax per Item to work. If you don’t choose Taxable = YES, Vendor Role (Taxes) settings will not be working as well. 
Dates:
2. Assign Tax Rates - click the blue button to add a new rate. You can assign more than one tax rate to item, but they need to have the same Tax Type. So, i.e. you can assign two "inclusive" tax rates. 
3. Assign Tax Group - click the blue button to add a new tax group. Only one group can be assigned. 
 Note! 
 ! You cannot assign both: Tax Group & Tax Rate to item. Choose only one. 
 When user wants to assign both at the same time - the alert message shows up -  "You cannot assign single tax rates and tax groups together. Please choose one of them."
 ! It's possible to assign more than one tax rate to item.

Note! You can only assign Tax Rates of the same type. So, i.e. it’s okay to assign 2 inclusive tax rates, but it’s NOT possible to assign first rate - inclusive and second - exclusive. 

 

5. Discount – decide if Discount is/is not Taxable [ps2id id=’pllmm5′ target=”/]
To reach the new setting go to Connect > Options > Discounts
– click “Create” button in top right corner or use the existing Discount
– click on a created Discount and see the new button 

– assign Discount to Vendor & to the correct item. Only then the Discount will be applicable to the given item 
– Tax Rate or Tax Group is applied to the item 
– based on the setting “Is Taxable” there are two possible calculations – read more below 

“Is Taxable” = YES
Tax is applied to the discounted item price 

example: 
– Add Burger Item ($5) + Exclusive Tax 10% to the cart
– Total = $5.50
– Tap “More” button and go to Discounts 

– choose discount, i.e. “Is Taxable 10% item”
– below you will see the “subtotal” = $4.50
– next, go back to “PAYMENTS” tab
– there, you can see that the Tax is recalculated based on the discounted item price subtotal (=$4.50) + tax (=$4.50 * 10%tax)

“Is Taxable” = NO
Discount is applied to item TOTAL (item price + tax) 

example: 
– Add Burger Item ($5) + Exclusive Tax 10% to the cart
– Total = $5.50
– Tap “More” button and go to Discounts
– choose, i.e. “No Taxable 10% item”
– below you will see the “subtotal” = $4.50 
– next, go back to “PAYMENTS” tab
– there, you can see that the Tax is recalculated based on the item price before discount (=$5.00) + tax (=$5.00 * 10%tax)

6. Additional Tax settings on Vendor Role   [ps2id id=’k3m34′ target=”/]
If Tax per Item is enabled for the Venue, Vendor Role previous Tax settings are hidden. Instead, there’s a possibility to assign Tax Group to the whole Vendor Role. This would mean that all items (that don’t have any taxes assigned) belonging to that Vendor would have the same Tax Group – inherited from this Vendor Role.
– Tax per Item must be enabled in Settings > Venue (by Super Admin user)
– Tax Group with Tax Rate(s) assigned needs to be created (Options > Tax Groups)
– Go to Options > Vendor Role and click the Vendor Role you want to update
– Reach “Tax Group” tab

– Result: Tax Group is successfully assigned
Note! You can assign only one Tax Group to Vendor Role
! Note
Tax Group set on Vendor Role does not override Taxes set per item.

In other words: You have “10% inclusive tax on item Coke” and 15% Exclusive Tax on Vendor Role.
The Coke item will take the 10%inclusive tax set on item level. If this item didn’t have tax per item defined, it would take 15% Exclusive tax from Vendor Role.


7. Orders Page – Tax per Item view [ps2id id=’pl3p5′ target=”/]
– go to Orders – click the order you want to look up
– see the “Tax” section

– Note!
For now Email and downloaded receipt will show info only about Exclusive Tax.

Additionally you will find a list of Taxes applied to that given order.


SAMPLE CASES: [ps2id id=’pl45m5k’ target=”/]

  1. One item has two Tax Rates assigned (two inclusive) [ps2id id=’ksmkd’ target=”/]
    -> I check my Tax Rates in Options > Tax Rates page
    -> Then, I want to assign those two Tax Rates to item
    -> I go to Items -> choose one item -> tab Taxes -> Assigned Tax Rates -> Assign Tax Rate

    -> result – two tax rates of the same type (Inclusive) are successfully assigned
    -> possible actions: click – “Unassign” on the right side of the tax rate to remove it from item -> when more than one Tax Rate is assigned, it means that all Tax Rates are applied to the assigned item (one by one). The first Tax Rate in order gets applied first


    2. Trying to assign two different types of Tax Rates to item

    -> Tax Rates are already created 
    -> I go to Items -> choose one item -> Taxes tab
    -> I go to “Assigned Tax Rates” and click “Assign Tax Rate” button
    -> I choose two Tax Rates of different type  (Inclusive + Exclusive)
    -> Result – see the below screen


    3. Assign one Tax Group to item

    -> I’ve got my Tax Rates created
    -> I go to Connect > Options > Tax Groups and click the blue “Create” button
    -> Fill in the Name + Code (optional)
    -> When created, the new Tax Group shows up on the list. Click it to take more actions
    -> When the Tax Group opens, it’s vital to assign Tax Rates
    -> Go to “Tax Rates” tab

    and click “Add Tax Rate” button
    Note! You can add more than one Tax Rate to Tax Group, but they need to be the same types! So i.e. it’s okay to add 2 “Inclusive” Tax Rates.
    -> result – Tax Rate’s successfully added

    -> then, go to Items -> choose you item -> go to “Taxes” tab and click the blue “Assign Tax Group”
    Note! You cannot assign more than one Tax Group to item

4. Assign one exclusive tax rate – percentage

-> proceed in the same way as steps described in point 1 up to the point when you’re on Items page
-> then, Items -> choose your item -> go to Taxes tab -> click “Assign Tax Rate”
-> I’m choosing value type: percentage, type: Exclusive 

5. Assign one exclusive tax rate  – flat
-> proceed in the same way as steps described in point 1 to the point when you’re on Items page
-> then, in Items -> choose your item -> go to Taxes tab -> click “Assign Tax Rate”
-> I’m choosing value type: flat ($1) , type: Exclusive 

6. Assign two Tax Rates. Value type: flat and percentage. Type: Exclusive

-> proceed in the same way as steps described in point 1 up to the point when you’re on Items page
-> then, Items -> choose your item -> go to Taxes tab -> click “Assign Tax Rate”
-> I’m choosing value type: flat ($1) + percentage (10%) type: Exclusive
-> On Items page (tab: Taxes) it looks like that
Note! The order of Tax Rates is important. When purchasing the item, “Flat1” Tax Rate will be assigned first, and then the other tax.


Feature 2 – Possibility to complete individual orders with status “Pending [ps2id id=’ekm5′ target=”/]
Now, when you make an order with status “Pending”, it is possible to mark it as “Completed” using Orders page.
– Go to Connect > Orders
– Choose order that is in “Pending” status and right click to open it


– next, find the “Complete Order” in bottom left corner


Fixed: [ps2id id=’mrkk45′ target=”/]

  1. Event transfers – fixes. 
  2. Issues with Grand total on Easy Split mode. 
  3. Displayed values on Venues’ standsheets. 
  4. Issues with unassigning items.