SellTreez: What is a Post-Tax Strategy?

Question: 

What is a post-tax strategy?

Answer: 

A Post-tax strategy means that your product’s total will be calculated with tax included. This also means that your product’s customer-facing sale price, which displays within the SellTreez POS and your integrated eCommerce, will also be calculated. 

Please also note: A post-tax strategy means that a product’s total will be the same whether the client is medical or adult use. Medical patients (Medical Regular and MMID) will not pay less than adult use patients. For example, with a post-tax strategy, if a product’s price is set to $100, the total price will be $100, whether the customer is a medical patient or an Adult-use client. 

With post-tax enabled, the receipt subtotal of medical patients will be higher (larger profits for the retailer) than the same purchase for an adult-use patient because less tax is being applied to the subtotal.

To use a post-tax strategy while still offering a discounted total to medical patients, medical discounts can be created. 

Creating Medical Discounts

Medical discounts can be created as a Cashier Discount or an Automated Discount. Note: Always verify the regulations according to your state and jurisdiction before you create Medical Discounts. 

Cashier Discount

Cashier discounts are required to be manually applied and can stack on top of each other. Two cashier discounts can be created: 

• one in the amount of the local tax for the Medical- Regular and MMID patient 
• one in the amount of Sales tax for MMID patients only

Follow the instructions here on how to begin creating your cashier discounts.

NOTE: If a separate non-stackable discount is available for a product, Treez will choose the best (highest $ amount) discount and apply it to the product, which will give the best discount for the customer. Please reference the Treez discount stacking rules. 

Automated Discount 

To remedy the post-tax cost to medical patients, you can create the following automated discounts:

• Using the customer type condition, a discount giving both Medical-Regular & MMIC patients a discount equivalent to local taxes 
• Using the customer group condition, a discount giving MMIC patients a discount equivalent to sales tax

In applying both of these discounts, you are ensuring that 

• Medical -Regular patients are discounted from local tax
• MMIC patients are discounted from local tax and sales tax

Customer Type Condition

Create a new discount 

1. • Discount Title: Medical-Regular 
   • Percent Discount 
     • % off should equate to the local tax being charged  
   • Stackable
   • Using the customer type condition, select “Medical”. This means the discount will apply to both Medical-Regular and MMIC patients. 

Customer Group Condition

Create a new discount 

1. • Discount Title: State-Medical 
   • Percent Discount 
     • % off should equate to the local tax being charged  
   • Stackable
   • Using the customer group condition, select “MMID- Sales Tax Exempt”. This means the discount will apply to only MMIC patients. 

Please also note: You will have to audit the group on a regular basis because MMID cards do expire.