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Bulk Apply Tax to Order Confirmations

Overview​

This feature bulk applies taxes from the current product master that have not yet been reflected in order confirmations, and recalculates the tax and total amounts.

Purpose​

Use this feature when taxes set in the product master have not yet been reflected in order confirmations.

It reduces the effort required for individual updates and saves time in order processing.

Feature Description​

What Bulk Tax Application Updates​

Bulk tax application applies the taxes currently set in the product master to order confirmations created before those tax settings were configured.

If one or more taxes can be added to the line items in an order confirmation, that order confirmation is updated, and the tax and total amounts are recalculated.

Target orders​

Orders that are subject to bulk tax application are those that meet the following conditions.

  • Orders created within the specified order period
  • Orders with any of the following statuses
    • OC Created
    • OC Approved
    • Please create an OC

The order period is determined by the order date, not the creation date of the order confirmation.

Conditions for line items to which tax is added​

Taxes are added to line items that meet the following conditions.

  • The tax set in the product master has not yet been applied to the line items of the order confirmation
  • The tax corresponding to the buyer's country is set in the current product master related to the line item

The same tax is not applied repeatedly to a line item that already has the same tax applied.

Taxes are not added to line items where the tax corresponding to the buyer's country is not set in the product master.

For details on creating a tax master, see Create a Tax Master.

Orders where tax and total amount are not updated​

Orders excluded from the bulk tax application, and orders that are not updated among the target orders, are as follows.

Excluded orders​

The following orders are not included in the Target Orders of the results report.

  • Orders where the order confirmation is not created
  • Orders where the order confirmation is confirmed
  • Canceled or archived orders
  • Orders created outside the specified order period

Target orders that are not updated and skipped​

The following orders, even if they meet the target conditions, their taxes and total amounts are not updated, and they are aggregated as Skipped in the results report.

  • Order confirmations with no additional applicable taxes
  • Orders for which a Delivery Invoice or Billing Invoice related to the order has been created
  • Orders for which subsequent processing related to inventory and shipping, such as Undelivered SKUs and Paid Undelivered SKU, has been created
  • Orders with statuses related to payment processing, such as Stripe Credit Card Payment

Execution results and results report​

When you start bulk tax application, DEXTRE checks the eligible orders and applies taxes.

Once processing is complete, the processing results are displayed in the job list, and the executing user is notified by email.

You can check the processing results from the Result Report button in the job list.

The displayed aggregation is on an order confirmation basis.

  • Target Orders: The number of order confirmations that are within the specified order period and correspond to the status subject to processing
  • Succeeded: The number of order confirmations where taxes were added to the line items, and the tax amount and total amount were recalculated by bulk tax application
  • Skipped: The number of order confirmations among the target orders where the tax and total amount were not updated
  • Failed: The number of order confirmations where an error occurred during the bulk tax application processing and the processing was not completed
  • Processed: The number of order confirmations for which processing determination has been completed, including Succeeded, Skipped, and Failed

If necessary, you can download the report file in CSV or XLSX format from the job details.

The report file contains the processing results for each order.

You can also download the same report file from the notification email.

Instructions​

Open the Bulk Tax Application Page​

  1. Click Transactions menu > Order Management.
  2. Click the Bulk Apply Tax button.
    The "Bulk Apply Tax to Order Confirmations" page opens.

Start bulk tax application​

  1. Enter the dates for Order Period Start and Order Period End.
    You can select a date from the calendar.

    The order period is determined by the order date, not the creation date of the order confirmation.

  2. After reviewing the entered dates, click the Start button. When processing is complete, the results appear in the job list.

    You can check the processing results from the Result Report button.

Download the report file​

  1. On the Bulk Apply Tax to Order Confirmations page, click the Details button for the target job.
    The "Job Details" modal opens.
  2. Click the Download CSV Report or Download XLSX Report button.
    You can download the report file in CSV or XLSX format.

You can also download the same report file from the notification email.

Important Notes​

Check the tax settings in the product master before execution​

The tax added by bulk tax application is based on the tax set in the current product master.

If no tax for the buyer's country is set in the product master, no tax is added to the order confirmation.
For how to set taxes on products, see the following manuals.

Orders with subsequent processing are skipped​

If a Delivery Invoice or Billing Invoice related to the order has been created, or if subsequent processing such as Undelivered SKUs or Paid Undelivered SKU has been created, the order is still included in the target orders. However, its taxes and total amounts are not updated, and it is counted as Skipped in the results report.

For orders that are not updated, check Orders where tax and total amount are not updated.