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Generating Tax on Manual Orders

Issue:

Tax is not generating when creating a manual order.

Resolution:

For tax to generate on a product added to a manual order, the following steps must be taken when creating the manual order:

1. Go to the contact record

2. On the left-hand navigation pane, go to Sales & Marketing -> Orders

3. Click Add New Order

4. Fill in the name

5. Fill in the Zip/Postal Code in theShip To Address

6. Fill in any other required fields

7. Save the record.

If the Zip/Postal Code is not filled in for the Ship To Address before the FIRST save, the tax will not calculate.

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