How To: Set the Tax Portion of a Pack Item

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When creating a Move With relationship, if the child items are a mix of zero and standard rated items, then the system will calculate the taxable portion of the price of the parent item, based on the value proportions of the child items.

Creating a new Pack Parent Stock Item

  1. Open a Stock screen (show me how).
  2. Press Ctrl+N or click the New item icon is the button bar's NEW button .
  3. Define the parent item (stock code, description, pricing and stock types).
  4. Untick Stock Controlled in the [ Stock | Detail | options ] screen.
    Note: Move With parents cannot be stock controlled items.
  5. Click 'Yes' to the 'Are you SURE...' dialog box. Khaos Control then saves the stock item.

Adding Pack Child Items

  1. Open the [ Stock | Detail | Relationships ] tab.
  2. Press Alt+E or click the green triangle icon is the buttonbar's EDIT button to enter edit mode.
  3. Set the Relationship Type to 'Move with' from the drop down box.
  4. Use the PackBuildAdd1.jpg to add stock items to the pack (the Stock dialog box will appear to make selections from).
    1. Enter the quantity of the selected item that you wish to added to the pack.
    2. Click on OK to close the Quantity popup.
    3. Repeat this procedure to add all items you wish to be included in the pack.
  5. Press Ctrl+S or click the disk icon is the button bar's SAVE button    to save.
  6. Click the Auto set value proportion button. and the value proportion for each item in the pack will be displayed in grid.
  7. In the Warning message click Yes if you're sure that the child items all have a stock value.
  8. If you wish to update the order in which the child items are displayed:
    1. Click on the Stock Relationships Auto Sort button button.
    2. Focus on the child item.
    3. Press either the the MOVE ROW UP button shows a green arrow pointing upwards.   and the MOVE ROW DOWN button shows a green arrow pointing downwards.   to move the child item up or down the list as required.
  9. Click the Stock Relationships Tax Portion Button button to populate the Tax Portion field in the Parent Item Properties screen.

Notes:

  • To calculate the tax portion, all child items must have a sell price defined in their properties screen..
  • When refreshing the tax portion in the case of price changes, ensure there is no stock assigned to sales orders.


See Also

Visit KhaosWikiX at https://support.khaoscontrol.com/wiki_kcx/ to see the following:

Contact the Khaos Team