Orderwave's posterous

Orderwave 2.0 - Web-based order management, fulfillment, and automation suite. 
« Back to blog

Manually edit tax amounts in the terminal

Orderwave internally keeps track of the tax rate on your items/orders, so when it comes time to calculate charges, Orderwave takes the work off of your hands and calculates the individual tax amounts for you.  But what about when one of the tax rates is wrong?  Or you’re no longer shipping the product to a destination where you charge tax?  You may need to give a custom tax refund.

This is what the items look like on a typical order in the terminal:

Image001

In this example, this order has already been charged and we’re going to give a tax refund.  You can see that Orderwave keeps track of the tax that was charged (in the tax column) for each item.  If you wanted to refund an item, you could just check it off and recalculate:

Image002

After recalculating, you’ll see the total in the “process” button:

Image003

You can see that the tax is already calculated, and the total for all 7 of the items + the tax is $22.66.  Now let’s edit the tax so that we can give a tax refund on this order.  All you have to do is click on the tax amount for the item.

Image004

Whenever you click on the tax amount and turn it into a field, you’re instructing Orderwave that you’d like to manually override the tax amount.  When you haven’t turned it into a field, you’re letting Orderwave calculate it.

Let’s set this up for a full tax refund:

Image005

There’s 3 important parts of this. 1) both items are “checked” 2) the item prices are $0.00 and 3) the taxes have been clicked and turned into fields.

Image006

Now when the transaction is performed, the transaction amount will correctly be filed as a tax refund.

Comments (0)

Leave a comment...