Summary

This article explains how to setup a new SWCS company for use in Canada.

More Information

When a new company is created with the default template 'Standard New Company Template' it's setup with US settings. In order to use this company in Canada a few changes are required before you get started. Follow the steps in each section below.

Note: This article assumes you have the software installed and a new company has been created.

Enable Canadian Preference

1. From the File menu, click Preferences.
2. On the General page, check the box "Use Canadian settings where applicable".
3. Click Close.

Setup Canadian Defaults

1. From the File menu, click Preferences.
2. On the Customers & Vendors page, click the Customer and Vendor Defaults button.
3. Select the appropriate default tax code.
4. Click Close.

Setup Canadian Pricing

1. From the View menu, click Other, then Customer Types.
2. Select the type 'Standard Retail'
3. From the Customer Types menu, click Edit.
4. Select the Price Configuration 'Standard Retail - Canada'
5. Review the settings on the other tabs and make any desired changes.
6. Click OK.

Setup Canadian Sales Tax

1. From the View menu, click Sales Tax Codes.
2. Select 'GST'.
3. From the Sales Tax Codes menu, click Edit.
4. Enter the appropriate tax rate.
5. Click OK.
6. Repeat steps 2 to 4 for the tax code 'PST'.
7. Close the Sales Tax Codes window.

That's all that is required in order to setup for Canadian settings.

APPLIES TO

• Solatech Window Covering Software 4.0
• Solatech Window Covering Software 4.1
• Solatech Window Covering Software 4.2