PRODUCT AND TAXES
APPLYING DEFAULT TAXES ON PRODUCTS OR SALES ORDER
Tax/Duties connected in your nation are installed automatically for general confinements say localization. Default charges set in sales order and invoices originate from every product’s Invoicing tab. Such expenses are utilized when you pitch to organizations that are in a similar nation/state than you.
All the new products/ items made in the Odoo take the default charge set in the Accounting/Invoicing settings.
To change the default charges set for any new item made, go to Invoicing - > Configuration - > Settings.
If you belong to multi-companies, the sales and purchase taxes will have different value according to the company. In that case, you can login into two different companies and change the field for each company.
APPLYING TAXES CONDITIONING CUSTOMER STATUS OR LOCALIZATION
The sales tax is constantly connected to client status or localization. To outline diverse deals charges, Odoo has brought the element Fiscal Positions.
The fiscal position goes about as a lot of principles that maps default charges (as characterized on item structure) into different tax assessments. The fundamental fiscal positions are automatically made agreeing the client confinement/localization. However, one may need to make fiscal positions for explicit use cases. To characterize fiscal positions, go to Invoicing/Accounting ‣ Configuration ‣ Fiscal Positions
ADAPT TAXES TO YOUR CUSTOMER STATUS
In the event that a client falls into a particular tax collection rule, you have to apply a duty mapping. To do as such, create a fiscal position and allot it to your clients.
Odoo will utilize the specific fiscal position for any order/invoice.
ADAPT TAXES TO YOUR CUSTOMER ADDRESS (DESTINATION-BASED)
Contingent upon your localization, sales taxes might be origin based or destination based. Most states or nations expect you to gather charges at the rate of the destination (for example your purchaser's location) while some others require to gather them at the rate viable at the point of origin (for example your office or stockroom).
If you are under the destination-based rule, create one fiscal position per tax-mapping to apply.
- Check the case Detect Automatically
- Select a country group, country, state or city to trigger the duty mapping.
In the event that no fiscal position is determined to the client, Odoo will pick the fiscal position matching to the transportation address on making a request.
Specific use cases
In the event that, for some fiscal positions, you need to evacuate a tax, rather than supplanting by another, simply keep the Tax to Apply field empty/ unfilled.
If, for some fiscal positions, you want to replace a tax by two other taxes, just create two lines having the same Product Tax.
SALE AND PURCHASE IN DIFFERENT UNIT OF MEASURE
Now and again, dealing with products in various unit of measures is vital. For instance, in the event that you purchase items in a nation where the metric measuring standard is of utilization and sell them in a nation where the imperial framework is utilized, you should change over the units. Odoo empowers to work with various units of measure for one item.
For that, go to Sales/Configuration / Settings and Activate Units of Measure under Product Catalog
Upon clicking the create button, you can create new Units of Measure for your products.
Here, you can name the unit of measure, define its category (conversion between two units of measure can happen only if they belong to same category. The Conversion will be made based on the ratios.)
While doing inter-unit exchanges, the rounding adjustments are automatically done by Odoo.