Overview

   This article will detail how to do mass tax changes in Cloud Retailer.  


Procedure

To change your tax rate:

  1.  In the back office, click on the Admin tab and select Sales tax jurisdictions.  (using the search bar and searching the word tax will reduce the number of options you have to look through)
  2.  Double click on the tax rate you would like to change.
  3. Change the tax rate as needed.
  4. Click Save when you are done.

Please Note:  This change will take effect immediately at the POS , so you need to update this outside of business hours.  We strongly recommend that you do this after you close the store the day prior to the tax change taking effect.  This gives you the opportunity to test with plenty of time to address any questions or issues that could come up prior to the next business day.
The "Description" on the "Sales Tax Jurisdiction Data" is what will be shown on the receipt.

If the change is not as simple as updating a tax percentage, and you instead need to update the actual tax assigned to multiple products, then you can use the product import utilities to do this (found on the Tools tab > Product import). You create an excel spreadsheet by exporting product data from a report and then use Excel to mass update the spreadsheet. Once done, simply re-import the data back in. In the case of a tax type change you'd do the following:
  1. Run a Product Price List report.  Filter for all products for a specific location where the tax will be changing (if it's not all products), export the report to a CSV file.
  2. Make a copy of this file so you can easily go back to the previous Tax setting if this is intended to be a temporary Tax change.
  3. Open the CSV file with excel.  Be careful that you do not trim any leading digits from your UPC codes by opening the file using the Data import function of excel to ensure the product code column is treated as text (screenshot below)
  4. Remove any data columns that you do not plan on importing.  If a data column is absent from the file it will not update that field when importing, if it's there, it will.  For this example, the only columns you need are the product "Code" and the "Tax" columns to update the tax.
  5. Import the file using the "Product Import" utility and choose the location where you want to update the product attributes.

Again, in this instance, verify that it worked as expected.  You can do this by looking at product records and also ringing product up at the POS and verifying the tax calculation.


Here is a video covering some of the above information: