Modules:Premier Tax Free

Contents 1 Introduction 2 Considerations 3 Installation 4 Master data configuration 4.1 Country 4.2 Organization 4.2.1 Information 4.3 Pos Terminal 4.3.1 Payment Type 4.4 Product Category 4.5 Product 4.6 Business Partner 5 Openbravo Web POS 5.1 Business Partner creation 5.2 How it Works 5.2.1 Pop-up after receipt has been send to backoffice and paid 5.2.2 Manually Create a Taxfree Invoice 5.2.3 Synchronization with Premier Taxfree Integration System 5.2.4 Void a Taxfree Invoice 5.2.5 Print a Taxfree Invoice

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 Taxfree invoice throught Openbravo Web POS.

Considerations

• The present module allows the emision of a Taxfree invoice, from Spain customs only.

• The module does the specifics validations and gathers requiered information through Openbravo Web POS, as defined by the Spanish Customs System called DIVA.

• The integrator solution chosen for this module has been Premier Taxfree

Installation

After Openbravo ERP is up and running, the Premier 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 Premier Tax Free module within the list of all modules available in the central repository.

Note: Keep in mind that the Premier 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 Premier Taxfree Provider, then you need to register a valid account with him.

Country

Under Location Settings section, we've added two new fields:

• Numeric ISO Code: must contain the numeric representation of Country ISO Code
• Taxfree Country: must be set to true, if this is a country outside European Union

Note: During module installation, a module script is executed that sets both fields for all the countries included on Openbravo default installation.

Organization

On the organization window, under the Premier Taxfree section, we've added next fields:

• Diva Product Category: Contains a list of product categories defined by the Spanish Customs System Diva. You can see the full list on the Annex I of this document. You can set Diva Product Category for a specific Product Category or Product.
• Voucher Print Method: You must especify here who should be printed Taxfree Invoice. At this stage of development, you should select Thermal Printer
• Premier WEB Pos Template: leave it blank

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

Information

On the Information window, under the Premier Taxfree section, we've added next fields:

• Application version: set it to 1.0 for all organizations.
• Partner Code: set a number for all organizations.
• Minimum Taxfree Amount: you must specify the minimum amount of a receipt, taxes included, necessary to generate a Taxfree Invoice. Spanish Customs Agency has set the minimum of 90.16€ (taxes included) at the time of generation of this document.
• Merchant ID: a unique identifier supplied by Premier Taxfree after you have successfully completed its registration process.
• Operator ID: Set a unique numeric id for each organization.

Pos Terminal

For each Pos Terminal that must generate Taxfree Invoices, the next field under Taxfree section must be set:

• Production Mode: must be set to true on a production environment. Let it to false during a test phase or on a test environment.
• Terminal ID:A unique identifier for each Pos Terminal.
• Premier Service URL: The URL of the web serviced provided by Premier Taxfree for the test or production environment.

Payment Type

• For each payment type that can generate a Taxfree Invoice, set the field Synchronization Type under Premier Taxfree section with the value Manual.
• Set to None for the rest.

Product Category

On the Product Category window, under the Premier Taxfree section, we've added next fields:

• Diva Product Category: Contains a list of product categories defined by the Spanish Customs System Diva. You can see the full list on the Annex I of this document. You can set Diva Product Category for an entire Organization or a specific Product.
• Taxfree Exclude: If set, this will exclude all the products belonging to this category to be used on a Taxfree Invoice, for example: services or products that aren't taxfree eligible.

Product

On the Product window, under the Premier Taxfree section, we've added next fields:

• Diva Product Category: Contains a list of product categories defined by the Spanish Customs System Diva. You can see the full list on the Annex I of this document. You can set Diva Product Category for an entire Organization or a specific Product Category.
• Taxfree Exclude: If set, this product will be excluded to be used on a Taxfree Invoice, for example: a service or product that isn't taxfree eligible.

Note: Diva Product Category is a mandatory field for Spanish Customs System (DIVA) and It must be set at Organization level, Product Category or Product.

Business Partner

On the Customer tab , under the Premier Taxfree section, we've added next fields:

• Country of Origin: You must set this to let the system to choose If a defined Business Partner is taxfree eligible or not.
• Premier Passport ID: This is a unique identifier for customer that belongs to Premier Taxfree.
• Premier Passport QR Code: This is a string for a given customer that belongs to Premier Taxfree with personal information like first name, last name, tax identifier, etc. When this field is readed through the Openbravo Web POS business partner window it fills some fields with the information readed from QR Code.

Openbravo Web POS

• We've introduced changes on Business Partner creation window of Openbravo Web POS.
• Three menu options to Create, Void, and Print a Taxfree Invoice has been added on the Openbravo Web POS menu dialog.
• After a receipt has been paid and data has been synchronized to Openbravo Backoffice, If a Business Partner is a Taxfree Invoice eligible, a pop-up will be shown asking us about to generate or not a Taxfree Invoice.

Business Partner creation

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

• Email: to ask for a e-mail account of a newly created Business Partner.
• Country: the Country of Origin of the Business Partner. This allows to the module to know If a given Business Partner is Taxfree eligible or not.

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.

• Birth Date: a Date of Birth of the Business Partner. This must by filled in Spanish format ( dd-mm-yyyy ).
• Premier Pass ID: Premier Taxfree ID for its own customer program.
• Premier QR Code: Some Premier Taxfree must have an ID Card with a given QR Code. This QR code contains personal information like: Premier Pass ID,First Name, Last Name,Birth date,Country of Origin, Tax Id,Address Line 1,Address Line 2,City,Zip Code and Refund Method. If we scan this QR code over this field, this personal data will be copied to its corresponding Openbravo WEB Pos field.

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 Spanish Customs System ( DIVA ). If we leave some of these empty a pop-up will be shown.

How it Works

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

The module asks if We want to generate a Taxfree 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:

• Business Partner has Non European Union as Country of Origin.
• Delivery address of the current receipt is 'Spain'.
• The total amount of receipt including taxes is greather or equal than 90.16€ or the Minimum Taxfree Amount defined on the Business Partner Information tab

• If we don't want to create a Taxfree Invoice we must press No button.
• If we want to create a Taxfree Invoice we must press Yes button. See [Synchronization with Premier Taxfree Integration System] section

Manually Create a Taxfree Invoice

This action will be found on Openbravo Web POS menu.

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

Then press Create a Taxfree Voucher menu option.

Synchronization with Premier Taxfree Integration System

At this moment, receipt information will be send to Premier Taxfree Integration System.

• If receipt information is correct, a pop-up with a Taxfree Invoice ID will be shown and will be printed automatically across the printer device defined.

• If receipt information in not correct, a pop-up will be shown with information related to the issue.

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

Then press Void Taxfree Voucher menu option.

At this moment, receipt information will be send to Premier Taxfree Integration System.

• If receipt information is correct, a pop-up with a receipt document number will be shown and receipt will be voided.

• If receipt information in not correct, a pop-up will be shown with information related to the issue.

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

Then press Print Taxfree Voucher menu option.

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