Set up Planet tax-free integration

Integration with Planet tax-free offers several benefits, such as simplification of complex tax-free shopping for eligible customers thanks to automated VAT refunds and reduced number of manual errors.

To use Planet tax-free solution, you need to create the corresponding tax-free profile in Business Central, and attach it to a POS unit.

If you require more precise instructions, follow the provided steps:

1. Click the button, enter POS Tax Free Profiles and select the related link.
   The page which contains all POS tax free profiles created in the environment is displayed. Here, you can link the tax free parameters to each available POS unit.
2. Click New and define all necessary options.
   The Code field is mandatory.
3. In the Handler ID field, select PREMIER_PI for the Planet integrated solution.
   As soon as you specify the handler ID, you need to set the accompanying parameters.

4. Click Set Parameters in the ribbon.
   Populate the parameter-related fields as indicated in the provided screenshot.

5. Select the PROD environment.
   The TEST option should only be used internally by NaviPartner employees, and it requires a different set of parameters.
6. Click the button, enter POS Unit List and select the related link.
7. Open the POS Unit Card associated with the POS unit you will use for the tax-free integration, and attach the profile you’ve created to it by selecting it from the POS Tax Free Profile dropdown list.
8. Open the POS that is going to be using the tax-free integration, and create a new button on it via the POS Layout Setup Wizard.
9. Customize the button and add the caption you wish to it, but make sure that it has the TAX_FREE action attached.