How do I set up my classes for the Point of Sale?

To begin setting up your Classes, you will want to follow the instructions in the article on Classes. Click here for the detailed instruction on Class setup.

Once you have your Classes in the system, you will want to make sure you have properly set up your taxes to work with classes. We recommend the price that you enter for class registration should not include any physical products but should just be for the instruction part of the class. This will be very helpful in your tax setup to make sure everything is being taxed according to the correct rate.

You can get to your Tax settings by clicking on the gear-shaped button on the right side of the Admin Toolbar and clicking on Settings in the droplist. Then click the POS Settings tab and the Taxes tab.

Tax Settings

Clicking this tab will open the tab for your tax settings. You can enter tax settings for all of the tills in your organization and adjust them again as needed. You can also add additional taxes if you need more than general sales tax for labor and for products.

Your Class Default Tax will apply to your classes. If you have differing tax rates for classes and for labor work, such as repairs, you will want to set the Service default tax to the rate for the repairs or other labor you do.

If you have questions or need help with setup on any part of your Classes, including the tax rate, please give us a call at (877) 909-6699.