So our new customer now have to deal with the new tax rule system.
Before we could set a tax group as default so every new entry made would have that tax group.
But now as you can see in the picture the option is not available anymore for us.
So we understand the tax rule but the issue is that some of our sales people don’t populate the addresse properly for example in the province they put QC or Quebec and the automatic tax rule doesn’t pick it up unless it’s Quebec and the same for the country.
So I made a workflow rule upon new customer creation I validate and set the rule but now the issue is that when it’s a customer that is being imported by the CRM synchronization rule doesn’t run because you can’t have a rule run on import (Import is not same as create I guess).
Any idea how we can have a work around for this. Because the now when a salesperson creates an customer in the CRM and he goes right to make a quote he get’s error or he need to manually set the tax. This is very annoying and make it prone to mistakes.
Thanks for the help.