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Categories CRM App
Created by Guest
Created on Oct 12, 2021

Set Default Tax Rates based on country if no sales ledger

When creating quotes or sales orders for prospect companies (company without a sales ledger) the tax will default to whatever the system default is. This can cause some users to use the wrong tax code as the customer may be an overseas customer who gets a different tax code than the default. A system option to set tax codes based on country for when a company does not have a sales ledger to obtain the default could help overcome this challenge.

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