There may be certain scenarios where you would not wish to apply tax

for one order, or for one product offer for orders entered directly

into OrderLogix. Below will walk you through different approaches

which can be taken to accomplish each of these circumstances.

 

1) Not apply tax for one order placed in a taxable state.

 

In some cases, a customer may require to not be charged tax even

though their product is being shipped to a taxable state defined in

the script settings. There are a couple different approaches that can

be taken to accomplish this. The first is available for an order that

does not have a pre-authorization placed for it. After the order has

been submitted with tax applied, the agent can edit each of the items

on the order to remove the price applied for tax. Alternatively, a

separate non-taxable script, can be set up with a separate DNIS for

agents to use when submitting an order for a customer who tax should

not be applied. This will require duplicate set up of the main script

with the exception of selecting any taxable states. This will allow

for a proper order total to be provided to the customer at the time of

sale as well as the ability to place a pre-auth for the order.

 

2) Not apply tax for certain product offers.

 

You also may have cases where some offers should be charged tax and

others should not. This can be accomplished through the use of

subscripts. A secondary script can be set up with any offers in which

tax should not be applied with no taxable states selected. Once this

script is added as a subscript to the main script, a customer can

place an order with offers from the main script and the subscript and

only offers from the main script will have tax applied.