Whenever an inventory item, particular specialized charges may be required to include such as environmental levies or deposits. Levy codes can be defined as flat or rate charges and assigned to items.

You can open the list of levies from the top Inventory menu.

Code – An alphanumeric code up to 3 characters.

Description – The name of the levy.

GL Account – The Ledger account posted to when a sales order detail has this levy assigned, usually a Liability account for Levy Payable.

Amount – Enter the levy value, which may be configured as either a dollar amount or percentage rate of the order detail extended price.

Taxes

Sales Tax Provider Code – Reference to Avalara Sales Tax integration. See Integrations – Avalara Sales Tax in the manual for more details.

Sales Tax 1-4 – Select any tax jurisdictions to be applied to the levy amount.

Video Instruction

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