Taxes

If you require taxes to show with your Quote Builder, you will need to set up applicable taxes before creating your GPL.

General Price List

Click the “Create New GPL” button in the upper left. You will be prompted to name your GPL – this is an internal name for you to track the GPL’s in the system. Save.
This will take you to the Configuration menu for the GPL that you just created.

You can edit your GPL information by clicking the pencil buttons beside name or status. Once edited, you will see a disc to save the changes.

The Quote Builder GPL is made up of categories, subcategories and products/services. Each product/service must reside within a sub category which resides within a category.

An example of the Category > Subcategory > Product/Service hierarchy:

Creating Categories

To create a category, click the “Create New Category” button.

Give the category a name (ex. Merchandise)
If this category as a whole should have tax(es) applied, you can add a tax by clicking the tax from the “Available Taxes” list and clicking the arrow button (or “add all” if applicable).
If taxes are only being applied to parts of this category, you also have the ability to add them at the sub-category level.

Creating Sub-Categories

Enter the category that you created by clicking the “configure” button.

To add sub-categories, click the “Create New Sub-category” button.

Name the Sub-Category (ex. Urns)
Multiple Selection or Single Selection lets you select whether the user can select multiple items from this category, or only a single item
Long Descriptions lets you provide the viewer with a description or heading for the sub-category, which will appear on the website as shown in red:

If the sub-category is to be taxed, you can add a tax by clicking the tax from the “Available Taxes” list and clicking the arrow button (or “add all” if applicable).

The next step is to add products into your sub-categories.

Quote Builder Tax Configuration

Need more help with this?
Don’t hesitate to contact us here.