Last updated 03/10/2017
Alternative General Ledger Accounts direct sales to different accounts in your accounting software. When applied to a customer in the CRM, the Alternative General Ledger Account automatically appears in the Sales Order when that customer is chosen.
This is a great feature if you always record sales to a specific customer to a specific account, and need to automate this process.
This article assumes that you have already set up your accounting software, and that you have created Alternative GL Accounts. If not, please refer to Setting up Alternative General Ledger Account.
To Apply an Alternative GL Account to a customer:
Alternative Tax Rates alter the Tax Rate applied to your Sales. These can be applied to customers so that the correct Tax Rate is applied automatically in a Sales Order.
There are several reasons a customer may be assigned an Alternative Tax Rate:
Alternative tax rates must be set up correctly before they can be applied to customers. For more information on how to do this please see Setting up an Alternative Tax Rates.
To apply an Alternative Tax Rate to a customer:
Great question. The priority order, with 1 being the highest priority, is as follows:
No they don't - for a very specific reason. When you close a register, batches are created which consolidate all transactions - this means that individual POS sales don't get posted to your accounting software at all.
No, however it is possible to change the Tax Rate in the POS. Please refer to Using Multiple Tax Rates in the POS.
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