On the Order Entry Page follow these steps to process an order using AvaTax:
Selectthe Campaign from the drop down.
Fill in the customers correctBilling Information.
Fill in the Customers correctShipping Information.
Inside of the"Shipping Information"section you mustclickon theVerify Addressbutton.
AvaTax will check the address and determine if the address is a valid location.(See Image Below)
If AvaTaxcan notverify the address, then a pop up box will appear with anerror message.(See Image Below)
Note:If an error message appears on the screen, please confirm with the customer that the address is correct. If AvaTax is unable to verify the address then the Call Center Rep will not be able to process the order.
Calculate Tax Option
In theSelect Productssection you can add the product(s) and add the shipping from the drop down. There is also aredCalculate TaxButton In the "Products" section.
Byclickingon theredCalculate Taxbutton this will calculate and combine the Sales Tax on the product(s) with the Freight Tax for the shipping fee. You will then be able to see the total amount with taxes included.
To see your AvaTax Transaction Records do the following: