Vertex Smart Categorization
Smart Categorization recommends a Vertex tax category for each supported product. Confidence indicators show reviewers where to focus, so they can approve or adjust recommendations before exporting validated mappings. Vertex tax experts separately refine recommendations over time.
Broad categories create tax risk, one product at a time.
When a product is mapped too broadly, the tax outcome follows. Some items get taxed when they shouldn't be. Others miss an exemption. Across a large catalog, those errors add up and become harder to defend.
Taxability you can defend down to the product.
From your first catalog mapping to every new product after it.
Onboard products faster.
Get category recommendations for bulk product files, with less repetitive research and setup.
Focus review where it matters.
High, Medium and Low confidence indicators and supporting attributes show which items need a closer look.
Keep mappings consistent.
Business units, sellers and channels follow one review process and map to the same Vertex categories.
Stay in control of every decision.
Reviewer actions, notes, and mapping history are recorded, while your team makes the final call. Vertex tax experts monitor model performance.
Features
Specific categories, not broad ones.
Recommendations go to the most specific Vertex category your product data supports.
Sort by confidence, pick from the category tree.
Sort the review queue by High, Medium or Low, and choose an alternative directly from the Vertex category tree.
Product attributes in view.
Where reliably sourced, attributes such as ingredients, packaging, weight, size and volume appear next to the recommendation.
Bulk and concurrent uploads.
Files up to 30 MB or 100,000 rows each, with several uploads running at once.
