This program covers 4 different linking scenarios:
Accommodation, Items, Recipes and BDI are now done in the same program.
For Items, Recipes and BDI the linking can be based on category or individual record or the record can be search for.
This is a many to many scenario. In contrary to the previous version, a link per item, recipe or BDI is no longer possible in the program itself.
If the user has a clever set up of the different item, recipes and BDI's, the user can always just click select all instead of looking record by record.
However, it is always possible to e.g. submit a whole category, and make item by item corrections when needed. In particular under F&B categories it might well happen that certain items are tax free (fresh veggies e.g.) and within the same category certain items are taxable.
Although E-Hors advises to create separate categories for that, the user might have reasons to combine all veggies into 1 category. In that case the user needs to select item by item.
Important Note: If the user selects more than 1 record, all taxes that are selected for these records are visible. This DOES NOT mean that all taxes apply to all records, it just shows which taxes are used for these records.
No matter what the user selects from the grid Taxes, when clicked "Submit" all selected records (Accommodation or Items or Recipes or BDI's) will have all selected taxes.
If your purpose is to check which tax is linked to accommodation, items, recipe or BDI, you don't select all, select one only and do not click Submit to avoid mistake.
To link
Accommodation
- When you open the program Tax & Sc Linking, Accommodation button is selected by default.
- Left Box: Select the top box to "Select ALL" accommodations.
- Right Box: Select the tax(es) applicable to the selected accommodations.
- Click Submit when done.
5. When the linking is done, there will be a text "linked" next to the accommodation name.
Item Category
- Select the button "item category"
- Linking of taxes is now easier and faster, if a category Fruit & Vegetables has the same taxes, you can just do the linking one time.
- Select the Item Category that you want to link. If you opt to do it one by one, you can also search for the item that you want to link and do it one by one. But that is not the efficient way.
- But if you want to double-check what are the taxes linked to an item, you should not select All. Select one item at a time.
- Click Submit when done.
Recipe Type
1. Select the Recipe Type or search for the recipe name.
2. If all the recipes under the selected recipe types are having the same tax, it will be easier to do the linking in one go.
3. Tick the "select all" box.
4. Select the tax applicable for selected recipes.
5. Click Submit when done.
BDI Category
1. Select the BDI Category of the BDI that you want to link. You can also search the BDI name.
2. Left Box: Tick the "select all" box.
3. Right box: Select the tax(es) applicable for the selected BDI's.
4. Click Submit when done.
To Check Which Tax(es) is linked to an accommodation, recipe, item & BDI
- Select one data only. Select the data that you want to check from Accommodation ,Recipe Type,Item Category or BDI Category.
- After selecting one data, ehors will show on the right box the tax(es) linked to the selected data.
- If your purpose is to view which tax is linked, do not click submit.
To edit the linking
If you want to add more than one taxes for a particular item. It is safer not to tick the "select All" button.
Select ONE DATA only then select the taxes applicable for the selected item.
