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Locations

Use locations to correctly calculate the tax rate and shipping on invoices and orders.

Taxes in CRM

  1. You can find this option in the CRM section > Settings > CRM Settings.
  2. Click on the Locations block on the Start point tab.
  3. Add locations manually or use Import.

Import locations

Select a location source and start import.


Add locations

  1. Click the Add button.
  2. Fill in the Symbolic Code field. It must be different from the symbolic code of other locations.
  3. If you are adding a new city, select the country you imported beforehand in the Parent location field.
  4. If you are adding a town, you can select a region.
  5. Enter the name of the location in all languages.
  6. Save your location.

Now you can use this location to create a tax or to generate a delivery. For example, when you work with an invoice, select the location and the system will automatically calculate the tax.


In brief

  • Go to the CRM section > Settings > CRM Settings.

  • Click on the Locations block on the Start point tab.

  • Add locations manually or use Import.
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