8553f68bb8
This commit improves the structure of the accounting documentation by
- reducing the levels necessary to reach the information
- grouping some docs
- moving content to their parent category page (content in all levels)
- renaming some sections to reflect the structure of the app better
task-3330093
closes odoo/documentation#4479
X-original-commit: c68cc154ed
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
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=================================
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Flexible taxes (fiscal positions)
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=================================
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When running a business, you may need to apply different taxes and record transactions on various
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accounts based on the location and type of business of your customers and providers.
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The **fiscal positions** feature enables you to establish rules that automatically select the right
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taxes and accounts used for each transaction.
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.. seealso::
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- :doc:`../../../finance/accounting/taxes/fiscal_positions`
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- :doc:`../../../finance/accounting/taxes`
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Configuration
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=============
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To enable the feature, go to :menuselection:`Point of Sale --> Configuration --> Settings`, scroll
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down to the :guilabel:`Accounting` section, and enable :guilabel:`Flexible Taxes`.
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Then, set a default fiscal position that should be applied to all sales in the selected POS in the
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:guilabel:`Default` field. You can also add more fiscal positions to choose from in the
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:guilabel:`Allowed` field.
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.. image:: fiscal_position/flexible-taxes-setting.png
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:align: center
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According to the :doc:`fiscal localization package <../../../finance/fiscal_localizations>`
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activated, several fiscal positions are preconfigured and can be set and used in POS. However, you
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can also :ref:`create new fiscal positions <fiscal_positions/mapping>`.
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.. note::
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If you do not set a fiscal position, the tax remains as defined in the **customer taxes** field
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on the product form.
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Use fiscal positions
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====================
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Open a :ref:`POS session <pos/session-start>` to use one of the allowed fiscal positions. Then,
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click the :guilabel:`Tax` button next to the **book-shaped** icon and select a fiscal position from
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the list. Doing so applies the defined rules automatically to all the products subject to the chosen
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fiscal position's regulations.
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.. image:: fiscal_position/set-tax.png
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:align: center
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.. note::
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If a default fiscal position is set, the tax button displays the name of the fiscal position.
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.. seealso::
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:doc:`../../../finance/accounting/taxes/fiscal_positions`
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