The Inventory section is responsible for Tax Management and Terms/Conditions of available modules of the CRM
Task Management
Here is the page of Tax Calculator which allows you to set up Taxes which will be then used within the CRM processes of buying/selling products
Fits tab responds for Taxes
In here you can see the list of taxes you have set in the CRm
To add a new Tax press the “Add new tax” button above the list
A window opens and here you will see a form for new tax creation
Choose:
- Tax Name
- Status (Active/Disabled)
- Type of Tax Calculation (Simple / Compound / Deducted)
- Tax type (Fixed / Variable)
- Tax Value
After that press the “Save” button below and then a new tax will be visible on the list
To edit an already existing Tax aim the cursor at the desired one and an “edit” button will show up, use it to make changes.
Here is an example of the edit window
Terms and Conditions
Here you can find Terms and Conditions for any module within the CRM
On the top of the page select o module form the list and all the Terms will be uploaded in the text box below
