Avalara Tax - Order Entry
Last updated
Last updated
The Order Entry page is located under Customer → Order Entry
On the Order Entry Page follow these steps to process an order using AvaTax:
Select the Campaign from the drop down.
Fill in the customers correct Billing Information.
Fill in the Customers correct Shipping Information.
Inside of the "Shipping Information" section you must click on the Verify Address button.
AvaTax will check the address and determine if the address is a valid location. (See Image Below)
If AvaTax can not verify the address, then a pop up box will appear with an error message. (See Image Below)
Calculate Tax Option
In the Select Products section you can add the product(s) and add the shipping from the drop down. There is also a red Calculate Tax Button In the "Products" section.
By clicking on the red Calculate Tax button 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.
Click on Transactions.
Click on the DOC CODE "Document Code".
This will bring you to the transactions page where you will see the Sales Invoice for the Item(s) sold and the freight tax for the shipping.
The Tax Detail will be listed as separate transactions under Line Items:
The Sales Tax on the Product(s).
The Freight Tax on the Shipping.
Log into your Alvalara Account
