I have an ERP customer who is inquiring about taxable and non-taxable products.
Ask- majority of client customers that are non taxable and client also use customer in some cases and, in other cases a combination of customer/product to indicate whether tax apply or not. Client wants to migrate to cloud where tax is already configured and they need to load tax exempt customer as well as info related customer/product association that is non taxable.
Customer believes they can download a template from Manage Customers to fill it with tax exempt customer (ie: at party level or account).
Question: what template to use for non-taxable customer/product combination?
Would someone kindly provide some guidance?