How to Set-Up Allocations & Product Bundles

How to Set-Up Allocations & Product Bundles

An allocation and product bundle rule enables you to allocate a single line item to multiple PS Codes based on the different products and services the product bundle includes. For example, if you sell a wireless package that includes text, talk, and voice, an allocation rule can beset-up to ensure the bundle is taxed based on the percentage each component represents.

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 a Rule Type Name, like "Product Bundle".

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

 6. Click Create Rule Type.

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 from the Available Element table to the Criteria Element Table.

3. Set the Action elements by dragging the psCode field from the Available Element table 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. “Product Bundle”. This field has a maximum value of 50 characters.‍
• Description: If desired, enter a description for this product bundle. 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 Element(s)

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 and enter the Product ID for the Product/Service that represents the bundled product that is getting mapped.  This must match the value from your billing or e-commerce platform.

3. Click Add Criteria

Add the Allocations

1. Click + Add allocation

2. Select PSCode from the allocation type drop-down.

3. For each allocation row, complete the following:

• Label: Enter a label for the allocation. An allocation label will generally represent a short description of the product or service represented by the allocation, ex. text, voice, data, VOIP, SaaS, etc.
• PS Codes: Select a PS Code for the allocation row
• Percent: Enter an allocation percentage for the allocation row.

The invoice-level Business Type and Customer Type setting can also be overridden in an allocation. To do so, select a Business Type and/or Customer value from the drop-down. By default, two allocation rows will be available. More allocation rows can be added by selecting + Add row.

4. Select Add Allocation to save the allocation details. An allocation can be saved once all rows add up to 100%.

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