How do I Add Tax for Shipping and Handling while Creating Orders in the Orders app?

Updated on January 4, 2018 09:59PM by Admin

As you all know, taxes can be created and charged for your products/services in the Orders Line level.

Now consider the scenario where you would want a separate line for the tax amount that you are supposed to pay to the Canadian Revenue Agency. That is, all goods shipped in Canada has to be charged 5% GST on the shipping and handling costs and this needs to be shown separately from the Products/Items purchased tax. In that case, the possible solution would be to have a separate line that would calculate the charge taxes on shipping rate(shipping and handling rate).

Steps to Add Shipping and Handling Tax

  1. Go to the Orders App.
  2. Click on “More (...)” -> “Settings” -> “Customize App” -> “Master Layout”.
    orders master layout
  3. Drag and drop the “Function” attribute under the "Summary" section from the “Palette”.
    drag and drop function attribute
  4. Click on the field and rename it as “Shipping Tax” from the Inspector Tab.
    rename function attribute
  5. Scroll down and click on the “Create Function” button.
    click on create function
  6. In the Function Editor, click on “Insert Attributes” drop down and select “Function Attributes” -> “Summary” -> “Shipping and Handling”.
    shipping and handling
  7. Now, as we have to add 5% GST to the Shipping and Handling amount, enter 0.05 (5%) multiplied with Shipping and Handling (Shipping and Handling * 0.05).
  8. Click on “Create”.
    click on create
  9. The next step is to add this “Shipping Tax” to the “Total” field.
  10. To do so, click on the “Total” attribute. Scroll down and click on “Edit”.
    edit total
  11. You can now view the existing formula for the Total field. To include the Shipping Tax along with it, click on “+” icon and select “Insert Attributes” drop down “Function Attributes” -> “Summary” -> “Shipping Tax”.
    add shipping tax
  12. Click on “Update”.
    click on update
  13. Finally, click on “Save” button.
    click save
  14. Now, while creating orders, based on the Shipping and Handling amount, the Shipping Tax and Total will be calculated as shown in the image below:
    view shipping tax

Hence, Apptivo provides you with the Order Processing software where you can manage and track your orders and also can customize your own layouts according to your business requirements.