Configuring the Menu Item Tax Class Override

  1. Select the Enterprise, property, or zone, click Configuration, and then click Menu Item Groups.
  2. Insert a record and name it for the tax class override.
  3. Double-click the record to open it.
  4. Select 2 - Tax Override from the Group Type drop-down list in the Group Type Configuration section.
  5. Enter the Threshold Quantity.

    • The base tax class setting is applied if the quantity of an ordered menu item is below the designated threshold value.

    • You can use the Menu Item Definition Quantity field to contribute (or add to) to the Menu Item Group module’s Threshold Quantity value. Once the Threshold Quantity setting has been reached or exceeded, the previous base tax class setting is overridden by the tax class assigned to the Menu Item Group record. See Configuring Menu Item Definitions for more information.

    • For Add-on taxes, the overall price of an item changes when the threshold is met or exceeded.

    • For Inclusive taxes, only the tax rate changes when the threshold is met or exceeded.

  6. From the Tax Class Override drop-down list, select the desired tax class override.

    You can use the lookup function for tax class override, which opens the Tax Classes module.

    Tax Rates and Tax Classes contains more information.

  7. You must add all menu items to a specific Menu Item Group to which you want to apply a tax class override. In the Include section, click Add to assign menu items (or range of items) that you want to be able to apply to this particular tax class override.
  8. Select information for the fields described in the following table:

    Table 13-9 Include Fields

    Field Description

    Type

    Select 4 - By Menu Item.

    This the only option that is applicable as an included item for tax class override. An error message appears if you select family group or major group.

    Start #

    Click in this field, and then enter the start item.

    End #

    Do not enter anything in this field.

    See Items and Select

    Click the link, select the item or item range in the See Items and Select dialog, and then click OK.

    Range

    Items selected in See Items and Select appear in this field.
  9. If a menu item or menu item range was entered in error or is no longer needed, select the row, and then click Delete.
  10. Repeat Steps 7 through 9 as needed.
  11. Click Save.