Case Study: Northern Tool + Equipment achieves automated, state-compliant receipts and IT-free expansion with Vertex Inc.'s Vertex O Series

Northern Tool + Equipment - Customer Case Study

Northern Tool + Equipment needed a robust way to handle complex, state- and jurisdiction-specific tax scenarios and to reduce IT involvement as the business expanded. VERTEX (using its Vertex O Series and a connector to Microsoft Dynamics AX) was chosen to give the tax department control over calculations and receipt presentation without frequent code changes.

VERTEX dynamically integrated with Northern Tool + Equipment’s POS so Vertex O Series controls how receipts display, automatically distinguishing true sales-tax items from add-on fees and surcharges. The solution eliminated manual coding for state- and jurisdiction-specific scenarios, required zero custom IT development for receipt rules, ensured statutory compliance on every receipt, and enabled confident expansion into new product lines and jurisdictions with minimal maintenance.

Northern Tool + Equipment