Xcitium Platform

• Introduction To CRM
  • Login To CRM
• The CRM Admin Console
  • View And Manage The Home Console
  • Configure Your Preferences
  • Use Search Option And Filter Option In CRM
• Marketing And Sales
  • Manage Marketing Campaigns
    • Add Campaign Records
    • Track Campaigns
    • Associate Records From Other Modules To A Campaign
    • Mass Management Of Campaigns
  • Leads
    • Create New Leads
    • Manage Leads
    • Associate Other Records With A Lead
    • Mass Management Of Leads
  • Organizations
    • Add A New Organization
    • Manage Organizations
    • Associate Records From Other Modules To An Organization
    • Mass Management Of Organizations
  • Contacts
    • Add A New Contact
    • Manage Contacts
    • Associate Records From Other Modules To A Contact
    • Mass Management Of Contacts
  • Opportunities
    • Add An Opportunity
    • Manage Opportunities
    • Associate Other Records With An Opportunity
    • Mass Management Of Opportunities
  • Quotes
    • Create Quotes
    • Manage Quotes
    • Associate Records From Other Modules To A Quote
    • Mass Management Of Quotes
  • Invoices
    • Create An Invoice
    • Manage Invoices
    • Associate Asset Records To An Invoice
    • Mass Management Of Invoices
  • Sales Orders
    • Add A Sales Order
    • Manage Sales Orders
    • Associate Records From Other Modules To A Sales Order
    • Mass Management Of Sales Orders
  • Import And Export Records
  • Emails
• Inventory
  • Assets
    • Create An Asset Record
    • Manage Assets
    • Mass Management Of Assets
  • Products
    • Add A Product
    • Manage Products
    • Associate Records From Other Modules To A Products
    • Mass Management Of Products
  • Services
    • Add Services
    • Manage Services
    • Associate Records From Other Modules To Service
    • Mass Management Of Services
  • Price Books
    • Add Price Books
    • Manage Price Books
    • Mass Management Of Price Books
  • Vendors
    • Add A Vendor
    • Manage Vendors
    • Associate Records From Other Modules To Vendors
    • Mass Management Of Vendors
  • Purchase Orders
    • Add A Purchase Order
    • Manage Purchase Orders
• Tools
  • Email Templates
  • Add Website Bookmarks
  • View And Manage Calendars
    • Manage Shared Calendar
    • Update And Manage Calendar Entries
    • Manage Calendar Settings
  • Recycle Bin
• Analytics
  • Generate A Report
  • Manage Reports
• Configure CRM Settings
  • Configure The Picklist Editor
  • Manage Company Details
  • Configure Miscellaneous Settings
    • Outgoing Email Server Settings
    • Edit Terms And Conditions
    • Manage Currencies
    • Manage Tax Calculations
• Custom Views
• About Comodo Security Solutions

Manage Tax Calculations

Allows you to set national and international tax rates to be applied to invoices, products, sales orders and purchase orders.

The taxes like VAT, sales and service taxes are default taxes that ship with Customer Relationship Management (CRM).

You can add a new taxes for 'Product & Services' and 'Shipping & Handling'.

Add new tax

• Click the cog icon at top-right and open 'CRM Settings'

• Click 'Other Settings' > 'Tax Calculations'

• Click 'Add New Tax'

• Create a name for the tax and the tax's percentage. The figure you enter here will be added to the total cost of the purchase.

• Click 'Save'

The tax will be added to the tax list.

• You can enable/disable existing taxes by checking or un-checking the 'Status' box.

• All enabled taxes will be available for inclusion in modules like 'Products' and 'Services'.

Edit a tax

• Click the cog icon then 'CRM Settings'

• Place your mouse cursor on a tax and click the pencil icon beside it

• Change tax name, value and status as required

• Click 'Save'

Include Taxes in Products and Services

While creating a product or a service, you can configure taxes in the 'Pricing Information' block:

• You can select 'Group' tax mode while creating an invoice, sales order, purchase order or quote. Tax values will be automatically displayed and added to net total.

• To set the tax values of particular product(s), set the tax mode as 'Individual'.

See Add a Sales Order and Add a Purchase Order for more details.