Case Study: Summit Electric Supply achieves time savings and streamlined tax and exemption management with Vertex Inc.

Summit Electric Supply - Customer Case Study

Summit Electric Supply, a growing provider in the electric tool and supply industry, needed a scalable partner to eliminate the time‑intensive, manual work around tax compliance. Summit has been a Vertex customer since 2007 and implemented Vertex Indirect Tax O Series to remove manual tax handling and streamline exemption certificate management.

Vertex implemented its Indirect Tax O Series to automate tax calculation and tie exemptions to specific customers and individual POs, eliminating burdensome IT work and keeping exemption certificates current. As a result, Summit reclaimed significant company time and resources, removed manual tax tasks, improved customer‑facing support during implementation and growth, and enabled IT to focus on more strategic projects.

Summit Electric Supply

Daniel Meyer

SAP Business Analyst