Magento Commerce, 2.2.x

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Setting Up Vertex

Your Vertex Cloud dashboard initially appears in Test Mode. When you are ready to Go Live with Vertex Cloud, you can change the status of your account with the click of a button.

To enter the information that is needed to calculate tax and file returns, you must complete the configuration for each company that is associated with your account. After you finish the basic Vertex Cloud configuration, there are a few additional settings that must be completed from the AdminThe password-protected back office of your store where orders, catalog, content, and configurations are managed. of your Magento installation.

Some Vertex field names differ from those used by Magento. See Vertex Field Mapping for the differences between the two.

To set up your Vertex account:

1. Log in to your Vertex Cloud account. Then in the sidebar, choose Configure.

Configure Vertex
2. Do the following:
3. Repeat these registration steps for each jurisdiction where the company has tax obligations.
4. When the configuration is complete, tap Ready to Save.

Ready to Save

The configuration settings for each company are organized into three columns on the Configure Overview page. The Registrations column is highlighted in red until the forms for all registered locations are complete.

Registrations Column.
5. The basic Vertex configuration is now complete. At this point, you can either skip ahead to the Magento configuration, or continue the Vertex configuration.


Customer Exceptions