Zamp for NetSuite: Mapping Customers

Overview

Zamp will determine whether or not we should be calculating tax for a given customer based on a Tax Item field on your customer records. This is ultimately your choice! Transactions will still post to Zamp regardless for reporting, but another tax calculation source can be used.


Learn how to map your customers to use Zamp calculations, and mapping exemption codes.

Configuring the Customer Record

SIngle Custom Record

  1. Through Lists > Relationships > Customers, select the customer you wish to calculate Zamp Taxes for
  2. Click Edit
  3. Click Financial
  4. Look for the Tax Item field, and select Zamp Tax Code from the dropdown

Mapping a Customer Exemption

If you customer is exempt from tax, you will also primarily map this from the customer record.

  1. Through Lists > Relationships > Customers, select the customer you wish to calculate Zamp Taxes for
  2. Click Edit
  3. Click Financial
  4. Look for the Zamp | Exemption Codes, and select the applicable exemption category from the dropdown

Bulk Customer Records

An update to map customers to the correct tax item can also be done via the Mass Update feature in NetSuite. Refer to the following for an example on how to accomplish this

  1. In your Center Tab, navigate to Lists > Mass Update > Mass Updates
  2. Under General Updates, navigate to Customer
  3. Define your Critera
  4. Select Mass Update Fields
  5. Look for Tax item, and check the box
  6. Find Zamp Tax Code under the dropdown
  7. Click Preview
  8. Click Perform Update

Zamp Tax Code selected as the Tax Item determines if Sales Taxes calculated for a transaction created for this customer using Zamp. This overrides any other tax settings on the customer record such as the "Taxable" checkbox. If you intend to use Zamp for tax calculations, you must adhere to these settings.