How To: Setup and use Vat Relief Qualified

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Customers may qualify for VAT relief when purchasing specific stock items.

Setup VAT Relief Qualified (VRQ)

For the system to exempt the item from VAT on sales order, VRQ must be enabled for the stock item, the customer AND the sales order's brand.

Enable VRQ against a Stock Item

  1. Open a Stock screen (show me how).
  2. Open the [ Stock | Detail | Options ] tab.
  3. Tick the VAT Relief Qualified option.
  4. Press Ctrl+S or click the disk icon is the button bar's SAVE button    to save.

Note: groups of stock items can be marked as VRQ using the Block change options, see How To: Block Update Selected Stock Items.

Enable VRQ against a Customer

  1. Open a Customer screen (show me how).
  2. Load the required customer record.
  3. Press Alt+E or click the green triangle icon is the buttonbar's EDIT button to enter edit mode.
  4. Tick the VAT Relief Qualified checkbox in the Options area of the [ Customer | General ] tab.
  5. Press Ctrl+S or click the disk icon is the button bar's SAVE button    to save.

Enable VRQ against a Brand

  1. Open a System Data screen (show me how).
  2. Double click on the [ Sales Order Processing | Branding ] line.
  3. Press Alt+E or click the green triangle icon is the buttonbar's EDIT button to enter edit mode.
  4. Tick the VRQ checkbox.
  5. Press Ctrl+S or click the disk icon is the button bar's SAVE button    to save.

Note: if setting up a new brand see How To: Setup Branding.

Using VRQ in Sales Orders

If the VRQ option is enabled against the stock item, customer and brand.

  1. Create a new sales order, see How To: Create a New Sales Order.
  2. Add the brand to the sales order in the Additional tab.
  3. Add stock items to the sales order, the VAT relief will be applied to the VRQ qualifying stock items.
  4. Press Ctrl+S or click the disk icon is the button bar's SAVE button    to save when finished editing the sales order.

If the VRQ option is enabled against the stock item and brand but NOT the customer.

  1. Create a new sales order, see How To: Create a New Sales Order.
  2. Add the brand to the sales order in the Additional tab.
  3. Add VRQ stock item to the sales order.
  4. In the Confirm popup the user is asked to select whether the customer qualifies for VAT relief.
    1. Yes (default): to add the VAT relief to the stock item in the order, or
    2. No: keep the VAT rate against the item.
  5. Press Ctrl+S or click the disk icon is the button bar's SAVE button    to save when finished editing the sales order.

Notes:

  • Where the Brand option is unticked, but the Stock and/or Customer options are ticked, the system will not prompt the user and will leave the VAT Rate on the sales order line as defined against the stock item (i.e. it will not be exempt).
  • Copying and/or moving a sales order to another customer will not re-check the validity of the VRQs defined against the sales order lines. It will simply retain the settings from the original sales order. Users will need to amend lines manually (by deleting and re-adding them) in these scenarios.
  • VRQ is not supported in Electronic Point of Sale (EPOS).

See Also

Visit KhaosWikiX at http://wiki.keystonesupport.net/wiki_kcx/ to see the following:

Contact the Khaos Team