How to Set-Up Product Mappings

How to Set-Up Product Mappings

In order to properly calculate tax on your business’s products and services, they must be mapped to a CereTax taxability category (psCode).  Product mappings can be managed in either your billing or e-commerce platform or configured within CereTax.  To configure product mappings within CereTax, follow the steps below.

Create the Rule Type

1. Once logged into CereTax, navigate to Rules > Manage Rule Types

2. Select the Profile that this Rule Type is for. If there is only one Profile, this should already be displayed as the default

3. Click + Rule Type

4. Enter the Rule Type Name

5. Select the Rule Level. For this type of configuration, the Rule Level will be Invoice Line

6. Click Create Rule Type

If there are multiple Profiles within your CereTax account and this Rule Type is needed for each Profile, complete these steps for each Profile.

Set the Criteria and Action Elements

1. Click the Edit icon next to the newly created Rule Type

2. Set the Criteria element as Item Number by dragging the itemNumber field to the Criteria Element Table

3. Set the Action element as psCode by dragging the psCode field to the Action Element Table

4. Click Save Elements

Create the Rule

1. Navigate to Rules > Manage Rules

2. Select the Profile that this Rule Type is for. If there is only one Profile, this should already be displayed as the default.

3. Click Set-up New Rule

 4. Fill out the following fields on the Create Rule form:

• ‍Rule Name: Enter a name for your rule, ex. “Installation”. This field has a maximum value of 50 characters‍
• Description: If desired, enter a descriptionfor this product/service. This field has a maximum value of 200 characters‍
• Start Effective Date: Enter the start date this product mapping is in effect for, ex. 01/01/2024‍
• End Effective Date: Enter the end date or this product mapping, ex. 12/31/2099‍
• Rule Type: Select the Rule Type that was created in the previous step‍
• Status: Select Active

Add the Criteria Elements

1. Click + Add criteria

2. Fill out the following fields on the Add Criteria form:

• ‍Criteria Element: select “itemNumber” from the drop-down
• ‍Operator: select “equals” from the drop-down
• Select Value‍
• Enter the Product ID for the Product/Service that is getting mapped.  This must match the value from your billing or e-commerce platform

3. Click Add Criteria

Add the Action Elements

 1. Click + Add action

2. Fill out the following fields on the Add Action form:

• ‍Action Element: select “psCode” from the drop-down
• Select Value. Then search for and select the psCode (taxability category) that this product/service is getting mapped to

3. Click Add Action

Save & Sync the Rule

1. Once returned to the Create Rule screen, click Create Rule.

2. Once returned to the main Manage Rules screen, click Sync Rules