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Modules:GlobalBlue Tax Free

Contents

Introduction

Commercial module developed by Practics Business Solutions, Openbravo Gold Partner.

The scope of the present module is to allow the creation, void and print of a Tax Free invoice throught Openbravo Web POS.

Considerations

Installation

After Openbravo ERP is up and running, the Global Tax Free module should be installed. Log into the system using the System Administrator role and go to General Setup -> Application -> Module Management. Click the Add Modules tab and find the Global Tax Free module within the list of all modules available in the central repository.

Note: Keep in mind that the Global Tax Free module is a commercial module which means your Openbravo ERP instance must be activated and a valid license for this module from Practics Business Solutions, Openbravo Gold Partner, is needed before the module can be installed..

Master data configuration

To able the module to work properly some additional information must be provided to existing Openbravo Entities.

Note: Some data must be provided by Global Tax Free Provider, then you need to register a valid account with him.

Country and Region

Countryandregion.png

New Global Blue section has been added two with the following fields:


Client

Gbclient.png On the organization window, under the Global Blue section, we've added next fields:

Organization

On the organization window, under the Global Blue section, we've added next fields:

Gborganization.png

Under the Global Blue Italy section, we've added next fields:


Note: this information must supplied for each Organization defined as Retail Store, if their WEB Pos Terminals will generate Tax Free Invoices


Channel TouchPoint

For each Pos Terminal that must generate Tax Free Invoices, the next fields under Blobal Blue section must be set:

The next fields under Blobal Blue Italy section must be set:

Gbtouchpoint2.png

Business Partner

On the Business Partner window, under the Global Tax Free section, we've added next fields:

All of These are captured when We add a new Business Partner on WEB Pos.

Gbbpartner.png

Product Category

On the Product Category window, under the Global Tax Free section, we've added next fields:

Gbprodcat.png


Product

On the Product window, under the Global Tax Free section, we've added next fields:

Gbproduct.png

Note: Diva Product Category and Otello Tax Exempt Goods Category are mandatory for their respective countries and they must be set when needed.


Process Request

Three new Process Request must be configured and Scheduled.

GB Get Desk Configuration

This process gathers information from Global Blue by a given Desk ID. This information should be used later, for example: to check minimum amount for a Country if needed. This process must be executed first, to allow other two to communicate with Global Blue. The information is stored on window Global Blue Desktop Configuration.

Global desk.png

GB Get Countries

This process gathers all country list related to Tax Free Integration. It may be executed after GB Get Desk Configuration, from day to day, at the begining of Journey. The information is stored on window Global Blue Desktop Configuration.

Global countries.png

GB Get Blocked Countries

This is third and last Process to be scheduled after GB Get Countries finish. European Union countries and other may be blocked to avoid Issuing a Tax Free Voucher. This process must be scheduled after GB Get Countries


Openbravo Web POS

Business Partner creation

On the Business Partner window, we've added the following fields required to create a Tax Free Invoice from Spanish Customs System:

Note: the country of the default delivery address created will be the default country assigned by Openbravo Web POS, then It must be different from the country filled here.

Pos newcustomer.png

If we are creating a Business Partner outside European Union, some fields will turn mandatory, additionaly to those that Openbravo Web POS has by default: First Name, Last Name, Address, Tax ID, and Birth Date. They are mandatory for the some Country Customs System. If we leave some of these empty a pop-up will be shown.

Note: required fields to issue Tax Free Voucher may be different from Web POS mandatory fields. The Business Partner information needed to issue a Tax Free Voucher it is highlight in a blueish background color.

Gathering Traveller Data

While we are creating a Business Partner, two new buttons may appear to help gather data from Global Blue Integration System or a Passport Reader external device.

Gathering Global Blue Traveller Data

Pos searchpassport.png

If we select a Passport Issuing Country and fill Passport N#, a yellow button called Search appears. When it is pressed, a search through Global Blue Integration System. If traveller information is found, many information will be filled automatically. If not, nothing will occurs and we must continue with the Business Partner creation.

Pos passportdatafound.png

Passport Reader

If we've a passport reader, when we press Read Passport button a new window is shown. If we read passport data through external passport reader, the passport information is readed. When we press Done button, this is returned to Business Partner window.

Pos readpassport.png

How it Works

Pop-up after receipt has been send to backoffice and paid

The module asks if We want to generate a Tax Free Invoice after a receipt has been paid and send correctly synchronized with Openbravo ERP. A pop-up will be shown if the next occurrences are met:

Pos taxfree ask.png

Manually Create a Tax Free Invoice

This action will be found on Openbravo Web POS menu.

To manually create a Tax Free Invoice from a Given receipt, we must find the desired ticket througs Receipts menu option.

Then press Create a Tax Free Voucher menu option.

Synchronization with Global Tax Free Integration System

At this moment, receipt information will be send to Global Tax Free Integration System.

Pos issue voucher done.png

Void a Tax Free Invoice

This action will be found on Openbravo Web POS menu. With this action we will void a previously generated Tax Free Invoice from a given receipt.

Note: this action will void a given receipt to be tax deductible on Customs Agency

To Void Tax Free Invoice from a Given receipt, we must find the desired ticket througs Receipts menu option.

Then press Void Tax Free Voucher menu option.

At this moment, receipt information will be send to Global Tax Free Integration System.

Pos void voucher done.png

Print a Tax Free Invoice

This action will be found on Openbravo Web POS menu. With this action we will print a generated Tax Free Invoice from a given receipt.

To Print Tax Free Invoice from a Given receipt, we must find the desired ticket througs Receipts menu option.

Then press Print Tax Free Voucher menu option.

A printed version of the Tax Free Invoice will be send to the configured printer device.


Country Customs Settings

Every Country needs special information that must be filled before issuing a Tax Free Voucher. Here they are the most relevant

Spain Customs

Italy Customs

The accepted values are:

only applied on the difference between the purchase amount and the sales amount.

Retrieved from "http://wiki.openbravo.com/wiki/Modules:GlobalBlue_Tax_Free"

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