QuoteWerks & Avalara Avatax

For use with: QuoteWerks v4.0 build 17 to v23.0 build 5.13

About the User: this project was commissioned by a client who manufactures, and sells (direct and through distributors) industrial cleaning equipment throughout North America.

Project Brief: due to the complex nature of some state and local tax laws across North America, the client frequently found themselves quoting the incorrect tax rates on sales quotations which caused confusion, increased workload to resolve inconsistencies and ultimately affected profitability on sales. in order to ensure accuracy, the client approached us as proven QuoteWerks integration developers to develop an integration with Avalara Avatax.

Features:

• Validating the address information on the QuoteWerks Document and resolving this with details from the Avalara Avatax database.
• Writing the resolved address to the QuoteWerks document.
• Reading the Tax Rate information for the resolved address from the Avalara Avatax database and writing this to the QuoteWerks document.
• A comprehensive set of Configuration options to allow field mappings to be modified, etc.

Benefits:

• A considerable amount of time saved using an automated process to get accurate address and tax details.
• Time saved in answering queries and resolving issues around processing quote and orders with incorrect address and tax details.
• Once configured, very easy to train users on the features.
• Additional functions which work seamlessly with QuoteWerks’ out-of-the-box features.