Sales Tax Calculation : GreeneStep’s platform includes robust features for sales tax calculation designed to ensure compliance and accuracy. It has connectors with Avalara Tax and TaxJar for US Sales Tax Compliance. With Avalara Real-Time Tax Rate Updates you can stay up-to-date with automatic updates to tax rates and rules, reducing the risk of non-compliance due to outdated information.
To track warranty and service for products sold through vendors, it’s important to understand the type of item being sold. Serialized items are easier to track as they have unique serial numbers. Once the warranty is set up, usually for a specified period like one year, you can track any returns or RMAs (return merchandise authorizations) from customers. If an item is serialized, you can trace it back to the vendor it was purchased from. However, if items are not serialized and are part of regular stock, tracking becomes more complex, especially if items are purchased from multiple vendors.
When a customer raises an RMA, you can refer to the sales invoice to determine the warranty period. If the issue requires vendor RMA, you’ll need to contact the supplier, referencing the purchase invoice. Upon receiving the item, you can create credit or debit orders accordingly.
Additionally, you can track service tasks related to warranties by creating tasks associated with the sales invoice. These tasks can be assigned to service teams or users responsible for providing support, ensuring timely follow-ups and resolving customer issues.
When a quote is ready to be converted to an invoice, it first moves to the sales order stage. Once the order is confirmed and possibly an advance payment is received, it can be directly converted into an invoice. This process ensures a smooth transition from quote to invoice without the need for separate creation steps. The process is seamless and can be done with a few clicks.
Handle various tax types, including sales tax, use tax, VAT, GST, and others, making it suitable for global operations.
1. Cardknox ACH Check and Credit Cards Processing
2. Cardknox BBPOS- Note: EVM Terminal needs Customizations for Hosted solution
3. Open Edge ( PayPros ): From Global Payments Inc
4. Paytrace by Vantage B2B
5. Moneris Canada both for CAD and USD Currencies
6. Paypal (Payflow Pro)
7. Authorized.Net
Generate detailed reports for tax liability, helping with audit trails and tax return preparation. This includes summaries and breakdowns by jurisdiction, product, and customer.
