I'm just trying to get my head around using the "purchase orders" function in ATUM. I’m not quite sure I’m doing this right, so my apologies if I’m off base and I’m doing it wrong.
Background: We're in the UK and we have suppliers who are VAT registered and will thus include tax (VAT) on our orders, and some smaller suppliers who are not VAT registered and who don't. It can be tricky for an admin person to remember who is and who isn’t registered for VAT when making orders or checking inbound invoices against orders to make sure we are invoiced correctly etc. As an aside: we ourselves are VAT registered and so add VAT to all customer sales where it is applicable (which in our case is for almost everything, except books which are zero-rated in the UK;- the customer-facing side has nothing to do with ATUM of course.
In the "Suppliers" section in ATUM, I see that each supplier has a default "tax rate" field, and the description above it says "Set defaults that ATUM will use when creating Purchase Orders for this supplier."
I’m thus trying to work out how to get ATUM to automatically include or add tax (for taxable items) to a PO based on the tax rate set for the supplier in question - is this possible? I don’t seem to be able to work it out.
In more detail: When creating a purchase order in ATUM, it appears that taxes can be added to a PO in one of two ways: either using the 'add tax' button (when adding an item), or when clicking 'recalculate'. The 'add tax' button gives a pop-up listing tax rates configured in WooCommerce, where as the 'recalculate' button pops up a message saying it’s using the tax rate set for the store itself. Both of these seem to be manual choices, so the person creating the order needs remember if they should be adding tax or not to the order (depending on the supplier). Moreover, neither of these options seem to use or relate to the ‘tax rate’ set for the supplier - i.e. nothing in the PO module actually seems to use the “defaults that ATUM will use when creating Purchase Orders for this supplier” … or am I doing this completely wrong?
I hope I've managed to describe this clearly.