Case Study: POS Solution at the Kelly-Moore Paint Company

Transcription

1 Case Study: POS Solution at the Kelly-Moore Paint Company Wednesday, March 26, 2008 Copyright All rights reserved. This content may not be reproduced or repurposed without written permission from ADP Taxware. 1

2 Housekeeping Items Today s webinar will last for 60 minutes, ending at 1pm eastern time. The last 15 minutes of today s program have been reserved for questions & answers. We will launch a brief survey at the conclusion of today s webinar. Those who complete the survey will be entered into a drawing for a TomTom ONE GPS car navigation system. Jim Panagas Vice President of Marketing ADP Taxware Copyright All rights reserved. This content may not be reproduced or repurposed without written permission from ADP Taxware. 2

3 CPE Credit Requirements Log in from same address that you used to register Stay for the full hour Answer 5 out of 6 polling questions Receive your certificate via USPS in approx. 30 days. Are you applying for CPE credit for today s webinar? A. Yes B. No C. Not applicable 3

4 Agenda 1. Introductions 2. Presentation by Carl Sweetland, Kelly-Moore Paint Company, with commentary from rest of panel 3. Polling Questions Throughout Program minute Question & Answer Segment 5. Upcoming Events Copyright All rights reserved. This content may not be reproduced or repurposed without written permission from ADP Taxware. 4

5 Today s Panelists Carl Sweetland Vice President and CIO Kelly-Moore Paint Company Steve Klingler Sr. Vice President of Business Development Tomax, Inc. Tim Walsh Senior Director of Product Management ADP Taxware Gary Rucinski Director, Core Product Development ADP Taxware Anna-mary Cullen Tax Counsel ADP Taxware 5

6 Background Information Kelly-Moore Paint Company 171 Locations in nine states Three manufacturing/ warehousing sites employees 10% Retail and 90% Wholesale Revenue between $300k to $500k Two to ten lanes of traffic Copyright All rights reserved. This content may not be reproduced or repurposed without written permission from ADP Taxware. 6

7 Kelly-Moore s Challenges General Transactions Current site tax rate Retail customers receiving product in different locations Painting Contractor Multiple delivery points Resale Certificates Copyright All rights reserved. This content may not be reproduced or repurposed without written permission from ADP Taxware. 7

8 Why ADP Taxware Proven Solution Saw presentation of working solution Cost comparison versus competition Strong Integration Tomax had already built 80% of the integration that Kelly- Moore required versus other tax solutions Proven partnership with Tomax developers Copyright All rights reserved. This content may not be reproduced or repurposed without written permission from ADP Taxware. 8

9 Polling Questions 1 & 2 Requirements Log in from same address that you used to register Stay for the full hour Answer 3 out of 4 polling questions Receive your certificate via USPS in approx. 30 days. 1. Which Point of Sale system is your company currently using? a) Tomax Retail.net b) Homegrown c) Other d) Not applicable 2. Which tax engine is your company currently using? a) Taxware b) Sabrix c) Vertex d) Homegrown e) Other f) Not applicable 9

10 Current Footprint Sales and Use Tax System All store POS registers point to the internal Sales and Use Tax System server that calculates tax TaxSolver Set up and integrated Currently testing Future Use TaxSolver for all tax preparations Read in greater detail about how Kelly- Moore Paints solved its retail POS challenges by downloading this case study at adptaxware.com. It s posted on the resource library page. Oracle Integration Copyright All rights reserved. This content may not be reproduced or repurposed without written permission from ADP Taxware. 10

11 Polling Questions 3 & 4 Requirements Log in from same address that you used to register Stay for the full hour Answer 3/4 polling questions Receive your certificate via USPS in approx. 30 days. 3. Are your POS transactions... a) Straightforward sales transactions that take place at the store level b) More complicated orders that involve shipping and delivery c) Both d) Not applicable 4. What percentage of your customers buy at wholesale using resale certificates? a) Less than 5% b) 5-20% c) 21-50% d) More than 50% e) Not applicable 11

12 Benefits Correct Taxation all the time Simplified tax reporting Integrated with current retail solution Copyright All rights reserved. This content may not be reproduced or repurposed without written permission from ADP Taxware. 12

13 Polling Questions 5 & 6 Requirements Log in from same address that you used to register Stay for the full hour Answer 3/4 polling questions Receive your certificate via USPS in approx. 30 days. 5. What is the single biggest challenge that your company faces from a retail point of view? a) Keeping up with tax rate changes b) Dealing with sales tax holidays c) Dealing with Max Tax d) Tracking resale and exemption certificates e) Dealing with send sales situations f) All of the above g) Other h) Not applicable 6. Does your company plan to make any significant changes to its POS or tax system... a) Within the next 6 months b) Within the next year c) Within 1-2 years d) Within 3-5 years e) No changes currently planned f) Not applicable 13

14 Questions & Answers Type your questions into the Q&A window on the right hand side of the screen Carl Sweetland Vice President and CIO Kelly-Moore Paint Company Steve Klingler Sr. Vice President of Business Development Tomax, Inc. Tim Walsh Senior Director of Product Management ADP Taxware Gary Rucinski Director, Core Product Development ADP Taxware Anna-mary Cullen Tax Counsel ADP Taxware 14

15 Today s Webinar Brought to you by TAXWARE MR PAINT 15

16 Kelly-Moore Case Study Read about Kelly-Moore Paints and their retail POS solution in greater detail Download a copy of their case study at adptaxware.com It s posted on the Resource Library page. 16

17 Closing Items Reminder: CPE certificates will be ed within 30 days for those of you who met all of the requirements. Complete our on-line survey you could win a TomTom ONE GPS car navigation system. Next webinar: the Ever-Changing Puerto Rico Taxes, Wed., April 16th, 12-1pm EST. 17

18 If you enjoy our Webinar Tour, try our Seminar Series Free, half-day seminars in major cities across the country A great way to learn how your company can meet the challenge of tax compliance For information and on-line registration, go to adptaxware.com and click on the seminars tab 18

19 ADP Taxware Seminar Series Next stop on the tour On-line registration now available! Go to adptaxware.com and click on the seminars tab. Thursday, May 8 th Coors Field Denver, CO 19