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    Home  >   FAQs   >  How to access Vendor account taxes for purchase transaction modules?
    FAQs in this section
    What is the Chart of Accounts? What is the CoA in Vtiger CRM? What are the benefits of CoA? How to Install the CoA extension? What are the types of CRM accounts CoA allows you add? How to add an account to the CoA? What are the fields that have been added to CRM modules with the CoA? What are the modules to which Sales Account and Purchase Account fields are added with the CoA? What are the modules to which Sales Account field is added with the CoA? What are the modules to which Purchase Account field is added with the CoA? What are the Default Tax Modes added in Tax Management with the CoA? What is Org account taxes? What is Contact account taxes? What is Item account taxes? What are the Tax Modes added to sales transaction modules? What are the Tax Modes added to purchase transaction modules? What are CoA Tax Modes for sales transaction modules? What are Org account taxes for sales transaction modules? How to access Org account taxes for sales transaction modules? How to access Contact account taxes for sales transaction modules? How to access Item account taxes for sales transaction modules? What are CoA Tax Modes for purchase transaction modules? What are Vendor account taxes for purchase transaction modules? What are Contact account taxes for purchase transaction modules? What are Item account taxes for purchase transaction modules? How to access Contact account taxes for purchase transaction modules? How to access Item account taxes for purchase transaction modules? What are Contact account taxes for sales transaction modules? What are Item account taxes for sales transaction modules? What is CoA? What are Inventory modules? What is an Item? What is a Purchase account? What is a Sales account? What are Tax Modes? What are Tax Types? Who is a Vendor? What are Sales transaction modules? What are Purchase transaction modules?

    How to access Vendor account taxes for purchase transaction modules?

    Table of Contents
    Follow these steps to access Vendor account taxes:
    • Step 1: Setting up a Purchase account
    • Step 2: Linking a Purchase account to a Vendor
    • Step 3: Automated tax updation with Vendor account taxes

    Step 1: Setting up a Purchase account



    Follow these steps to add a Purchase account:
    Note: For instance we have considered the Purchase account Retail with tax types SGSTand INP.
    1. Log into your CRM account.
    2. Click the User Menu.
    3. Click Settings.
    4. Look for Inventory.
    5. Click Chart of Accounts.
    6. You will be directed to the Chart Of Accounts page.
    7. Click + Add Account button.
    8. You will be directed to the Add New Account window.
    9. Add or select the below information:
    1. Account Name - Retail
    2. Account Code - 102
    3. Account Type - Purchases
    4. Select Tax - SGST, INP
    1. Click Save.
    You have now successfully added Retail with tax types SGST and INP.
    Step 2: Linking a Purchase Account to a Vendor



    Follow these steps to link a Purchase account to a Vendor:
    Note: For instance we are linking the Purchase account Retail to the Vendor Global
    1. Login to your CRM account.
    2. Click the User Menu.
    3. Click Inventory.
    4. Look for Order Fulfillment.
    5. Select Vendors. 
    6. Select Global.
    7. Under Vendor Details in the Purchase Account field, select Retail.
    You have now successfully added Retail as Global’s Purchase account.
    Step 3: Automated tax updation with Vendor account taxes



    Follow these steps for automated tax updation with Vendor account taxes:
    1. Login to your CRM account.
    2. Click the User Menu.
    3. Click Inventory.
    4. Look for Order Fulfillment.
    5. Select Purchase Orders. 
    6. Select Deal.
    7. Under Purchase Order Details in the Vendor Name field, select Retail.


     
    1. Under Item Details:
    1. Select an Item.
    2. Select the Tax Mode Vendor account taxes.
    3. Under Tax, SGST and INP taxes derived from Global’s Purchase account Retail are autofilled.
    With the CoA, Vendor account taxes has now successfully autofilled Global’s Purchase account Reatil’s taxes for Deal.

     
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