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Schedule the Vertex Tax Rate File Download for Point of Sale
Download the Vertex tax rate file manually or on a schedule so Point of Sale can calculate taxes while offline.
- Modern POS App Build: 10.2.1 or greater
- Platform Support: iPad & iPhone
- Offline Support: Yes
This task applies to merchants supporting both online and offline transactions. For online transactions, taxes are calculated directly by Vertex, so a tax feed is not required. However, in offline mode, merchants must download the tax file from their Vertex portal and either upload the file manually or schedule it to run after a fixed interval.
Manual Upload
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Verify that the Tax Rates field mappings are correctly set, as shown in the screenshot below. To configure this, go to . Proper mapping is necessary due to the flat structure of the Vertex rate file.
- Once successfully mapped, go to .
- Expand Stores.
- To the right of Tax Rates, click Upload.
Automated Upload
- In CMS, go to .
- Create a schedule by clicking on the plus (+) icon and selecting Tax Rates.
- Configure the date and time of the schedule by referring to Scheduling Feeds.
- Under Feed Source Type, select "SFTP."
- Under Host, enter the host URL (for example, "predictspring.exavault.com").
- Under Username, enter the username of your host portal.
- Under Password, enter the password of your host portal.
- Under Folder Name, specify the folder path (for example, "qashopnow/tax/dev")
- Under Filenames, enter the file name.
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(Optional) Click Verify after filling out the fields to verify
the connection to the feed file.
Note By default, the Vertex scheduled job uses SFTP (Port 22) to retrieve files.
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