Tag orders based on Customer's Tax Exempt status

The Tax exemption status of a Customer is determined by the Collect tax setting in their customer profile:

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The Customer is tax exempt criteria is a simple and self explanitory one, checking for a Tax exempt status of 'True'.

How to use the criteria

To create a workflow using this criteria, click on the Create New Workflow button from the main Workflows view:

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Define the trigger to determine at which point you would like the workflow to run, we recommend selecting the trigger when orders are created.

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Click the Add criteria to my workflow button:

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The Customer is tax exempt criteria can be found within the Customer category in the Select criteria pop-up window:

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Click the Use in your workflow button on the right to select this criteria.

You will then be presented with the following screen. There are no further conditions to select from:

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Choose the name of the tag you'd like to see on all orders that match this workflow and enter it into the Add tags when the workflow matches section.

In this example we have used the tag Customer is Tax Exempt!:

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Saving and naming your workflow

It's worth giving your workflow a name to help you identify it at a later date, so add a workflow name in the New Workflow section, check the summary of your workflow and if happy, either Test your Workflow against an existing order or hit Save Workflow:

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Is this workflow compatible with Backdating?

Yes, this workflow is available to backdate using our backdating service.

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