Package: odoo-addon-account-avatax-sale
This module is a component of the Avatax Integration with odoo app.
Please refer to the corresponding documentation.Table of contentsUsageBug TrackerCreditsAuthorsContributorsMaintainersUsageThe AvaTax module is integrated into Sales Orders and allows computation of taxes.
Sales order transactions do not appear in the in the AvaTax interface.The information placed in the sales order will automatically pass to the invoice
on the Avalara server and can be viewed in the AvaTax control panel.Discounts are handled when they are enabled in Odoo’s settings.
They will be reported as a net deduction on the line item cost.Create New Sales OrderNavigate to: Sales >> Orders >> OrdersClick Create buttonCompute Taxes with AvaTaxThe module will calculate tax when the sales order is confirmed,
or by navigating to Action >> Update taxes with Avatax.
At this step, the sales order will retrieve the tax amount from Avalara
but will not report the transaction to the AvaTax dashboard.
Only invoice, refund, and payment activity are reported to the dashboard.The module will check if there is a selected warehouse
and will automatically determine the address of the warehouse
and the origin location. If no address is assigned to the warehouse
the module will automatically use the address of the company as its origin.
Location code will automatically populate with the warehouse code
but can be modified if needed.Hide Exemption & Tax Based on shipping address – this will provide this
feature support at sale order level.Tax Exemption StatusTax exemption status can be defined on Contacts.In a multi-company environment, the exemption status is defined per
Company, since each individual company is required to secure the
exemption certificates to claim for exemption application,
and this may not be the case for all Companies.If the customer is tax exempt, in the “Avatax” tab, check the “Is Tax Exempt” checkbox.
When checked, the exemption details can be provided.
The Exemption Code is the type of exemption,
and the Exemption Number is an identification number to use on the customer’s State.This exemption status will only be applied for delivery addresses
in the State matching the State of the exemption address.
The same customer can have exemptiions on several states.
For this use additional Contact/Addresses for those states,
and enter the exempention details there.To make this data management simpler, is it possible to set the customer as exempt
country wide, using the corresponding checkbox. In this case the exemption status will
be used for delivery addresses in any state. Using this option has compliance risks, so
plase use it with care.Bug TrackerBugs are tracked onGitHub Issues.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us smashing it by providing a detailed and welcomedfeedback.Do not contact contributors directly about support or help with technical issues.CreditsAuthorsOpen Source IntegratorsFabrice HenrionSodexisContributorsOdoo SAFabrice HenrionOpen Source Integrators (https://opensourceintegrators.com)Daniel Reis <dreis@opensourceintegrators.com>Bhavesh Odedra <bodedra@opensourceintegrators.com>Sandip Mangukiya <smangukiya@opensourceintegrators.com>Serpent CSMurtuza SalehSodexisAtchuthan UbendranMaintainersThis module is maintained by the OCA.OCA, or the Odoo Community Association, is a nonprofit organization whose
mission is to support the collaborative development of Odoo features and
promote its widespread use.Currentmaintainer:This module is part of theOCA/account-fiscal-ruleproject on GitHub.You are welcome to contribute. To learn how please visithttps://odoo-community.org/page/Contribute.