Overview
If you are selling to exempt customers, it will be important to map customers to the relevant Zamp exemption code.
Mapping Individual Customers
If assigning an exemption code to an individual customer, you can assign it via the customer record with the following process:
Click Customers.
Select All Customers.
For the exempt customer, click Edit at the far-right.
Under the left-hand navigation menu, click Account Information
Under Tax Exempt Code, enter the intended code.
All transactions for this customer will now have the entered exemption code.
Mapping Customer Group Exemptions
You can also assign Zamp exemption codes to entire customer groups for ease of exemption management. This can be done with the following process:
Click Customers.
Select Customer Groups.
Click Edit, or Select > Edit.
Enter the supported exemption code under the Zamp Tax Exempt Code.
Then, assign customers to the group with the exemption code.
Any customer added to this customer group will now have the assigned Zamp Tax Code.
Exemption Hierarchy
If a customer has an exemption code, and belongs to an exempt customer group, transactions for that customer will use the code assigned to the individual customer first.