Order Markups + Tax Free Products

Hi there,

We've released two new features that give you even greater flexibility when creating quotes and sales orders!

Whole Order Markups

• Add markups to an entire quote or sales order via the new add markup button, applying a percentage based increase to all line items on the order.
• Add multiple markups to a single order in order to cover specific scenarios, such as marking up for various types of distinct overheads.

Tax Free Products

• Mark certain products or line items as being 'tax free', removing them from tax calculations on orders.
• Permanently flag a product as 'tax free' via the new Product is bought/sold tax free option when editing the product.
• Exclude specific line items on an order from tax calculations via the Exclude from tax option found within each line item's options menu.
• Important - using tax free products requires your accounting package integration to have been configured with the correct 'tax free' account or tax codes. Feel free to reach out to our team for any assistance with configuring this inside Factory.

We hope these new features serve you well and help you to accommodate even more unique and specific use cases when using Factory!