Add a tax in Roc Services

Roc Services web portal

Use the Roc Services web portal to create a tax and apply the tax to a Quick Item, a catalog item, or all catalog items in a category.

To add a tax in Roc Services, complete the following steps:

  1. Create a tax.
  2. Apply a tax.

Step 1: Create a tax

  1. Log in to https://services.rocpos.com/login.
  2. From the navigation menu, select Settings, and then select Tax.
  3. Select Edit.
  4. For each tax that you want to create, complete the following steps:
    1. Select Add New.
    2. In the Tax Class Name field, enter the name of the tax.
    3. In the Tax Rate (%) field, enter a percentage value for the tax.
    4. To activate the tax, select the Status checkbox.
  5. Select Save Changes.

Step 2: Apply a tax

After you create a tax, you can apply the tax in the following ways:

Apply a tax to a Quick Item

  1. From the navigation menu, select Virtual Terminal, and then select Catalog.
  2. Select Quick Category.
  3. Select .
  4. Select Quick Item.
  5. From the Tax dropdown menu, select the tax that you want to apply to the Quick Item.
  6. Select Save.

Apply a tax to a catalog item

  1. From the navigation menu, select Virtual Terminal, and then select Catalog.
  2. Select the category that contains the catalog item.
  3. Select .
  4. Select the catalog item that you want to apply a tax to.
  5. From the Tax dropdown menu, select the tax that you want to apply to the catalog item.
  6. Select Save.

Apply a tax to all items in a category

  1. From the navigation menu, select Virtual Terminal, and then select Catalog.
  2. Select .
  3. Select the category that contains the items you want to apply a tax to.
  4. From the Tax dropdown menu, select the tax that you want to apply to all items in the category.
  5. Select Save.

Video tutorial