Manage defaults /visma-net-erp/help/sales/manage-defaults section Multiple default values that can be specified in this workspace and in the Inventory and Supplier ledger workspaces, help the users easily create new documents, process them, and minimize errors. 2026-02-19T17:09:06+01:00 # Manage defaults Multiple default values that can be specified in this workspace and in the Inventory and Supplier ledger workspaces, help the users easily create new documents, process them, and minimize errors. The default values can be set for automatic VAT calculation for sales orders, for shipment addresses and shipment processing options, and for automatic packaging suggestions. About sales VAT on sales orders and invoices /visma-net-erp/help/sales/manage-defaults/about-sales-vat-on-sales-orders-and-invoices page Items ordered from particular states are subject to the relevant state sales tax. 2026-02-19T17:09:06+01:00 # About sales VAT on sales orders and invoices Items ordered from particular states are subject to the relevant state sales tax. Items ordered from particular states are subject to the relevant state sales tax. The rate and the amount of sales tax depend on many factors, including the types of items purchased, the delivery address of the customer, the address of the selling branch, and the business presence of your organisation in the state of the customer. If automatic calculation of VAT is configured in your system, the system determines the applicable VAT for each sales order or invoice based on the VAT categories of the items sold and the VAT zones assigned to customer locations. To minimise VAT-related errors that users make when they enter sales orders, cash sales, and invoices, you can provide proper default values for the VAT zones used for VAT calculation, as described in this topic. ## VAT on sales orders You enter customer sales orders by using the [Sales orders (SO301000)](/visma-net-erp/help/sales/sales-windows/sales-orders-so301000/) window. The system assigns the default VAT zone to the sales order (displayed in the **Customer VAT zone** field on the **Financial details** tab) as follows: 1. From the VAT zone specified for the quote if the order is created from a quote that has a VAT zone specified. 1. From the VAT zone of the customer location specified on the order, if specified. You can select VAT zones for customer locations in the [Customer locations (CR303010)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/customer-locations-cr303010/) window. 1. From the VAT zone determined by the postcode of the delivery address if no VAT zone is specified for this customer location and if the order is shipped by a common carrier. > [!NOTE] > On the order, the **Ship via** code denotes how the order is shipped. To check whether the ship via code denotes a delivery method of a common carrier, use the [Ship via codes (CS207500)](/visma-net-erp/help/inventory/inventory-windows/ship-via-codes-cs207500/) window. 1. From the VAT zone associated with the selling branch if no VAT zone is specified for this customer location and if the order is not shipped by a common carrier. (If the **Branch accounting** functionality is not activated in your system, the VAT zone assigned to your organisation is used.) If you know exactly which VAT zone should be used on a specific order, you can select it in the **Customer VAT zone** field from the list of all configured VAT zones. ## VAT on invoices When a sales order is shipped, the system generates an invoice. Invoices of this type have all the details copied from the associated sales orders. Also, you can manually create invoices to invoice customers for services rendered, or you can enter cash sales when the customer immediately pays for the services. You can create an invoice by using the [Sales invoices (AR301000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/sales-invoices-ar301000/) or the [Customer invoices (SO303000)](/visma-net-erp/help/sales/sales-windows/customer-invoices-so303000/) window. Cash sales can be created in the [Cash sales (AR304000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/cash-sales-ar304000/) window. The system assigns the default VAT zone for the invoice or cash sale (displayed in the **Customer VAT zone** field on the **Financial details** tab) as follows: 1. From the VAT zone of the customer location specified on the document. You can select VAT zones for customer locations in the [Customer locations (CR303010)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/customer-locations-cr303010/) window. 1. From the VAT zone associated with the selling branch if no VAT zone is specified for this customer location. (If the **Branch accounting** functionality is not activated in your system, the VAT zone assigned to your organisation in the [Branches (CS102000)](/visma-net-erp/help/organisation-structure/organisation-structure-windows/branches-cs102000/) window is used.) If you know exactly which VAT zone should be used on a specific invoice or a cash sale document, you can select it in the **Customer VAT zone** field from the list of all configured VAT zones.

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