How to set up regional and city taxes?
Users from the US region can now easily set the tax percentage
for the states/provinces.
Select the “Settings” module from the
left panel and tap on the “Quotes & Invoices” under “Configuration
"+ New Tax" under "Tax Settings."
3. Fill in the necessary details: “Tax Name,” “Tax
Rate %,” “Is Local Tax,” “Applicable To,” and tap on the “Save
Select the “Quotations” module from the
left panel and tap on the “+ New Quote.”
“+ Add Item” details to add the necessary parts and services, and tax
details are computed based on the pre-defined settings.
Capturing the taxes in the pre-settings helps for the
hassle-free tax update on the quotation module.
Set up QuickBooks Online integration
Zuper is integrated with QuickBooks Online to make your accounting and inventory management go hand-in-hand. With this seamless integration. Insight: This help document is applicable to QuickBooks Online. With this integration you can: Sync all your ...
How to set Default Email Templates?
Navigation: Settings --> Organization Settings --> Job Settings / Quotation and Invoice Settings --> Default Job Card Email Template / Default Quote Email Template / Default Invoice Email Template You can now easily set the default email templates ...
How to set Customizable Job Card and Job Assignment Conflict Alert in the dispatch board?
Settings --> Organization Settings --> Job Settings --> turn on "Alert Conflict on Assignment." Pre settings: 1. Select the "Settings" module from the left panel. 2. Set "Yes" for the "Alert Conflict on Assignment." By enabling the above ...
How to set up SOS alerts?
In case of an emergency, the Field Engineer triggers an SOS from the Zuper Pro app. In addition, an SMS containing the latest location of the Field Engineer will be sent to all the mapped users in the SOS configuration settings.
How to set Unit of Measurements for the parts & services?
The user can now efficiently display/edit the unit of measurement for the Parts. The text entered for the parts & services is free text. The user can enter his preferred unit of measurements here for the parts or services. 1. Select the “Parts & ...