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Pickleball Facility Setup
Module 5: Pro Shop Setup
Create Pickleball Taxes
Create Pickleball Taxes

Module 5 (7/15)

Ashley Owens avatar
Written by Ashley Owens
Updated over a week ago

INTRODUCTION

  • Feature Summary: Create a sales tax.

  • Use Cases: Apply a sales tax at the POS checkout.

Module 5 is an fifteen-part quick-start guide highlighting the key steps admins should complete when setting up their Point of Sale. This article is Part 7.

  1. Part 1: Set Up Pickleball POS

  2. Part 2: Create Pickleball Item Categories

  3. Part 3: Create Revenue Categories

  4. Part 4: Create Pickleball Manufacturers

  5. Part 5: Create Pickleball Items

  6. Part 6: Create Item Variants

  7. Part 7: Create Pickleball Taxes

  8. Part 8: Launch the POS

  9. Part 9: Discount Items in the Shopping Cart

  10. Part 10: Manage POS Permissions

  11. Part 11: Create an Item Sales Report

  12. Part 12: Create a Category Sales Report

  13. Part 13: Create an Inventory Valuation Report

  14. Part 14: Create a Reorder Stock Report

  15. Part 15: Create a Sales Report


SETUP REQUIREMENTS

Go to the side menu and click POINT OF SALE > TAXES on the side menu. The Tax Rates page displays. Click the Create Tax Rate button.

On the new page, fill in the form (see below) and then click Save Changes.

Filling in the fields

  • Tax Rate Name - Enter a unique name. This name appears throughout the platform on the drop-down menus.

  • Default For Misc. Fee(s) - If the box is checked, this tax rate becomes the default for Misc. Fees posted on member's accounts . (optional)

  • Percent - Enter the sales tax rate.

  • Tax Option - Click the field and decide how to apply the tax. The tax is added to the retail price, or the retail price already includes the tax.

Reviewing the table

After saving a category, CourtReserve adds a row to the %Tax Rates table. Click Edit to update a tax rate or Delete to remove it from the platform.

Includes vs. Excludes Tax

If a system user assigns a tax to a product or service (e.g. club packages) and selects the Include Tax Item Price option, CourtReserve shows prices and displays the tag includes Tax (see screenshot below).

  • If the system user selects the Add Tax to Item Price option, CourtReserve shows prices and displays the tag +Tax (see screenshot below).

  • If a system user does not assign a tax to a product or service, CourtReserve shows prices without any reference to taxes (see screenshot below).

VIDEO TRAINING & RELATED WEBINARS

CLICK HERE to watch the section of Module 5's video that covers the information in this article.

Watch the entire Module 5 video to learn about Pro Shop and Point of Sale management.

What's next?

  1. Read Module 5, Part 8: Launch the POS

  2. Read Module 5, Part 9: Discount Items in the Shopping Cart

  3. Read Module 5, Part 10: Manage POS Permissions

  4. Read Module 5, Part 11: Create an Item Sales Report

  5. Read Module 5, Part 12: Create a Category Sales Report

  6. Read Module 5, Part 13: Create an Inventory Valuation Report

  7. Read Module 5, Part 14: Create a Reorder Stock Report

  8. Read Module 5, Part 15: Create a Sales Report

  9. Read Module 5, Part 1: Set Up Pickleball POS

  10. Read Module 5, Part 2: Create Pickleball Item Categories

  11. Read Module 5, Part 3: Create Revenue Categories

  12. Read Module 5, Part 4: Create Pickleball Manufacturers

  13. Read Module 5, Part 5: Create Pickleball Items

  14. Read Module 5, Part 6: Create Item Variants
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