2. Cathy Harris ERP Support Specialist at Vertex SMB
Presenter
Cathy Harris ERP Support Specialist at Vertex SMB

3. A Better Alternative to Sales & Use Tax Automation

4. The Vertex SMB Solution
Pay-as-you-go pricing
No upfront fees
Signature-ready PDF returns
Returns-only option
Rate files
Exemption certificate management
Consumer use tax
Tax Calculations
Returns

5. Vertex SMB Dashboard Overview

6. Configure Overview

7. Register Locations

8. Configure Products

9. Configure Products

10. Add Products

11. Product Mapping

12. Taxability Matrix of Product Mapping

13. Customer Exceptions

14. Customer Exemption Entry

15. Helpful Tools

16. Calculate Taxes

17. Results

18. Adjustment File Upload

19. Lookup Tax Rates

20. Managing Tax Returns

21. Signature Ready PDFs

22. Vertex SMB for Microsoft Dynamics GP

23. Installation of Services

24. Adapter Administration

25. Adapter Administration

26. Customer Maintenance

27. Item Maintenance

28. Sales Transaction Entry

29. Change Address to NJ Product Tax Rules

30. Change Address to PA Exempt Customer

31. Integrated Transactions
Sales Order Processing (SOP):
Quote
Order
Fulfillment/Order
Invoice
Return
Back Order
Receivables Management:
Sales/Invoices
Debit Memos
Finance Charges
Service/Repairs
Warranty
Credit Memo
Returns

32. Contact us for a personal demonstration. info@vertexSMB
Contact us for a personal demonstration Follow us on