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Set Up Vertex for Point of Sale
Configure your taxpayer entity, product classes, and category mappings in the Vertex portal before connecting Vertex to Point of Sale.
- Modern POS App Build: 10.2.1 or greater
- Platform Support: iPad & iPhone
- Offline Support: Yes
- Technical:
- Vertex account with tax rates already configured.
- Product Feed file with a column for Vertex Tax Code.
To begin using Vertex for tax calculations, follow these steps in your Vertex portal. For further details or assistance with the setup process, reach out to a Vertex representative.
Next, set up the tax engine in CMS to connect Vertex to Point of Sale.
Create Taxpayer Entity
The taxpayer entity is the parent configuration that all other settings link to.
- Log in to your Vertex portal and select your app.
- Go to .
- Click Add to create a taxpayer, then enter a unique Company Code and Name for the taxpayer.
- Specify where the taxpayer is registered to collect tax (for example, all US states) and save the taxpayer entity.
Configure Product Classes
Define how different types of products are taxed.
- Go to .
- Click Add and set the Driver Type as "Product Class."
-
Enter a Code and Name for the product class
(for example, Generic for clothing).
The value entered for Code must match the column value configured in CMS for tax.field. Refer to Configure Product Field Mapping for more details.
- Under Taxpayer, select the entity you created in Create Taxpayer Entity.
- Under Taxability, define the taxability for the product class (for example, "Generally Taxable").
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