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Modules:Premier 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 Taxfree invoice throught Openbravo Web POS.

Considerations

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

Ptf country.jpg

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

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:

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

Ptf organization.jpg

Information

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

Ptf orginfo.jpg

Pos Terminal

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

Ptf posterminal.jpg

Payment Type

Ptf pospaymenttype.jpg

Product Category

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

Ptf productcategory.jpg


Product

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

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:

Ptf bp.jpg

Openbravo Web POS

Business Partner creation

On the Business Partner window, we've added the following fields required to create a Taxfree 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.

Pft webpos bp.jpg

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.

Pft webpos bpwarn.jpg

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:

Pft webpos tfpopup.jpg

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.

Pft webpos tfcreate.jpg

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.

Pft webpos tfvoid.jpg

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.

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