Business Configuration[Tax]

Business Configuration[Tax]

Taxes Configurations  

The Tax Configuration module allows you to enable or disable various tax options across all modules based on your business requirements.

These configurations can be found at the following path:
Dashboard → Tools → Configuration → Business Configuration → Taxes

Q1. Configuration "Enable Interstate Purchase"

 Purpose:

The Enable Interstate Purchase option allows you to activate IGST taxes when dealing with interstate suppliers.

Steps to Make the "Interstate Purchase" Transaction

1. To Enable the Configuration "Enable Interstate Purchase"

  1. Go to Tools → Configuration

  2. Select Business Configuration

  3. Enable the checkbox “Enable Interstate Purchase"

  4. Click Save to apply the changes

 

 

2. To Map the "interstate" in supplier?  

If a supplier is located in another state, you can map them as Interstate by selecting Purchase Type = “Interstate” in the Supplier setup or while creating a purchase entry.

Steps to map a supplier as Interstate:  

  1. Go to Master → Supplier

  2. Add a new supplier or Edit an existing supplier

  3. Set the Purchase Type to “Interstate”

  4. Save the changes

Note:  The Purchase Type → Interstate option will appear in the Supplier master only when “Enable Interstate Purchase” is enabled in the settings.

  

3. How do I apply Interstate Purchase during a transaction?  

When creating a Purchase Invoice, simply choose Purchase Type = “Interstate”.
This automatically applies IGST to the transaction.
(Refer to the screenshot mentioned.)

 

4. IGST Application in Purchase Invoice  

When Purchase Type = Interstate, the system automatically calculates and displays IGST in the Purchase Invoice screen.
Ensure that the supplier is correctly mapped as an interstate supplier for accurate tax calculation. 

5. Verify the GST Calculation in Reports  

To cross-check the applied IGST:

  1. Go to Reports → Purchase → Purchase Summary

  2. Review the GST details for the corresponding purchase entry

This report helps confirm whether IGST has been correctly applied for interstate purchases. 

 

 

 6. What happens if I clear the “Enable Interstate Purchase” checkbox?  

If you uncheck this option, the system will hide IGST taxes, and interstate purchase tax options will not be available. 

 

Q2. Configuration“Enable Interstate Sales”   

Purpose  

The Enable Interstate Sales option allows the system to apply IGST automatically when selling to customers located in other states.

This ensures correct tax calculation for interstate transactions.

 

1.Steps to Enable Interstate Sales:  

  1. Go to Tools → Configuration

  2. Select Business Configuration

  3. Enable the checkbox “Enable Interstate Sales”

  4. Click Save to apply the changes

 

 

2. To Set the Interstate “Sales Type” for Customers  

 

To mark a customer as an interstate customer:

Steps to Set Sales Type:  

  1. Go to Master → Customer

  2. Add a new customer or Edit an existing customer

  3. Set Sales Type = “Interstate”

  4. Save the changes

This ensures that IGST is applied automatically during sales transactions to this customer.

 

 

3. Creating a Sales Invoice for an Interstate Customer  

When generating a Sales Invoice:

  • The system will automatically apply IGST on the invoice

  • Verify that the tax breakup reflects IGST instead of CGST/SGST

 

 

4. Verifying IGST Calculation in Reports   

To confirm that IGST has been applied correctly:

Steps to Check Reports:  

Go to Reports → Sales → Sales → Daily Sales Report (Bill No. Wise)

Here, you can verify:

  • Sales tax breakup

  • Whether IGST has been captured accurately

  • Bill-wise GST details




Q5. Configuration“Enable Import in Purchase”

Purpose:  

The Enable Import in Purchase option activates all features required to handle import purchases.
When enabled, the system can manage:

  • Foreign currency transactions

  • International supplier dealings

  • Import-related purchase options

 

1.To enable the “Enable Import in Purchase” option?  

  1. Go to Tools ->Click Configurations-> Business Configuration ->In the search bar, type "Enable Import in Purchase"->Click Save.

 

 

2.To Enable the "Purchase Type" as "International"

Go to Master ->Supplier ->Add/Edit "Supplier" - >Purchase Type as "International"

 

3.Purchase Invoice for a foreign Distributor  

 

 

4.To Verify the Purchase Invoice for a Foreign Distributor in Reports  

Steps:  

  1. Go to the Reports Module
    Navigate to: Reports → Purchase → Transaction

  2. Open Purchase Summary or Purchase Detail
    Choose one of the following based on the level of detail you need:

    • Purchase Summary
      Shows total amounts, supplier info, document numbers, and overall purchase statistics.

    • Purchase Detail
      Provides line-item information such as item description, quantities, rates, taxes, currency, exchange rate, etc.

Q1.Configuration "Enable Consignment Sales"  

Purpose:
Consignment Sales enables users to activate the “Consignment” option within the Sales Type configuration. When this configuration is enabled, users can select Consignment as a sales type. No additional processes or workflows are triggered; the functionality is limited strictly to enabling the sales type based on the configuration.

 

Steps to Enable Consignment Sales:  

  1. Go to Tools → Configuration

  2. Select Business Configuration

  3. Enable the checkbox “Enable Consignment Sales”

  4. Click Save to apply the changes.

 

 

2.To Map "Sales Type" as a consignment  to customer?  

Once the Configuration is enabled, you can set a customer as consignment by selecting:
Sales Type = “Consignment” in the Customer Master.

Steps to map the sales type in Customer master

 Go to ->Master → Customer → Add / Edit Customer → Sales Type = “Consignment"

 

 

3.In Sales Bill , Directly We can select the Sales Type as "Consignment"

 

 

 

4.If disabled the “Enable Consignment Sales” Configuration?  

If you disable this option, consignment-related fields and sales types will be hidden, and consignment sales entries cannot be created.

Q2.Configuration "Enable Consignment Purchase"  

Purpose:
The Consignment Purchase enables users to activate the “Consignment” option within the Purchase Type configuration. When this configuration is enabled, users can select Consignment as a Purchase type. No additional processes or workflows are triggered; the functionality is limited strictly to enabling the sales type based on the configuration.

 

1.Steps to Enable Interstate Sales:  

  1. Go to Tools → Configuration

  2. Select Business Configuration

  3. Enable the checkbox “Enable Consignment Purchase"

  4. Click Save to apply the changes.

 

 

2.To Map "Purchase Type" as , a consignment  to Supplier?  

Once the feature is enabled ,In Purchase Type = “Consignment” option will enabled in the Supplier Master.

Steps to map the sales type in Customer master

 Go to ->Master → Supplier→ Add / Edit Supplier→ Purchase Type = “Consignment"

 

 

3.In Purchase Invoice Screen, If the supplier was not mapped with "Purchase type" in supplier master , We can select the Purchase Type as "Consignment" directly from Purchase Invoice Screen.

4.If disabled the “Enable Consignment Purchase Configuration?  

If you disable this option, consignment-related fields and Purchase types will be hidden, and consignment Purchase entries cannot be choosen.



 

 Q 8. Configuration: The “Enable Export in Sales”  

 


Purpose:
The Enable Export in Sales option activates tax settings specifically for Foreign (Export) Customers, allowing you to manage export-related transactions correctly.
Enable this option when you sell goods or services to international customers and require appropriate export tax configurations.
 
To Make the Sales Bill for International Customer

1.To Enable the "Enable Multi-Currency" Configuration

Go to Tools > Configuration > Business Configuration > General

Select the “Multi Currency Enabled” checkbox and click Save to update the changes.

 
2. To Enable Export Sales
Go to: Tools > Configuration > Business Configuration > Taxes
Select the "Enable Import Sales” checkbox and click Save to update the changes.

 
3.To Set Customer Sales Type as "International"
Go to Master ->Customer ->Add/Edit Customer

4.Go to:Sales → Sales Bill ->Select the Customer->Add the Items->Click Save.
5.The Payment Tender screen will appear with the default payment option.
6.To record a payment in a different currency:

Press M (or m) on the Tender screen.
7.In the Currency field, press ENTER.
Select the appropriate Currency Code from the list.
 
 
 
 
8.Specify the Exchange Rate between the currency you entered and your cash handling currency.
9.To be received value appears automatically.
Specify the Cash received in Tender(To be filled manually)
The Balance Tender displays automatically the amount to be returned amount.
Given  
Tender value (ISD): 9,500.001
Exchange rate:
1 ISD = 3 Afghan Afghani (AFN)
Correct conversion  
To convert AFN→ ISD, you multiply by the exchange rate:
3166.667 AFN×3 (Exchange Rate)=9500.001 ISD
 
 

Verify in TruePos Reports:
To verify the transaction, it can be identified in the Daily Sales Bill No. Wise Report with the Bill Type marked as “MC”, which stands for “Multi Currency.”
 

Note - Irrespective of the Currency type selected, the Currency code in the sale bill screen will remain the same as INR(Indian Rupees). The Sale invoice is raised from your place(Local timezone India), only the amount you have collected is with different currency, hence it will display in INR.
Verify in Finance & Accounts
Go to Reports -> General Ledger
Select the required Location
Choose the Transaction Year
Select the Customer Ledger/ Particular Ledger name
Enter the relevant Date range



 
 
 
 

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