Meeting Title: Pamela PP2G __ Brainforge Date: 2024-09-19 Meeting participants: Pamelakushner, Nicolas Sucari
WEBVTT
1 00:00:54.380 ⇒ 00:00:55.360 Nicolas Sucari: Hi Barmela.
2 00:00:56.400 ⇒ 00:00:57.400 pamelakushner: How are you doing.
3 00:00:58.130 ⇒ 00:00:59.919 Nicolas Sucari: Doing good. How about you?
4 00:01:00.460 ⇒ 00:01:01.880 pamelakushner: Not too bad.
5 00:01:02.830 ⇒ 00:01:04.810 Nicolas Sucari: Excellent! Nice to meet you.
6 00:01:04.810 ⇒ 00:01:07.000 pamelakushner: Where are you at? Physically.
7 00:01:07.520 ⇒ 00:01:09.779 Nicolas Sucari: I’m in Buenos Aires, Argentina.
8 00:01:09.780 ⇒ 00:01:11.190 pamelakushner: Oh, nice.
9 00:01:11.280 ⇒ 00:01:12.460 pamelakushner: Okay. Yeah.
10 00:01:13.290 ⇒ 00:01:14.260 Nicolas Sucari: Where are you?
11 00:01:14.390 ⇒ 00:01:16.839 pamelakushner: I’m in Stamford, Connecticut.
12 00:01:17.210 ⇒ 00:01:18.130 Nicolas Sucari: Nice.
13 00:01:18.130 ⇒ 00:01:18.930 pamelakushner: Yeah.
14 00:01:20.410 ⇒ 00:01:21.440 Nicolas Sucari: Excellent.
15 00:01:21.600 ⇒ 00:01:31.940 Nicolas Sucari: Hey? Thank you for joining I know we I contact you as I think it was last week about that tax issue that we’re having
16 00:01:32.445 ⇒ 00:01:41.779 Nicolas Sucari: with Chuck. I’m from Brainforge. I don’t know if you’re aware of all the work that we are doing with Ben Dan team Chuck.
17 00:01:42.180 ⇒ 00:01:42.570 pamelakushner: Alright!
18 00:01:42.570 ⇒ 00:01:43.280 Nicolas Sucari: Again.
19 00:01:43.660 ⇒ 00:01:46.380 pamelakushner: I am not aware you know what I see.
20 00:01:46.610 ⇒ 00:01:59.039 pamelakushner: They’re not. They’re not known for their huge communication skills love them to death. But so what I see on your on my end is, I see your bill.
21 00:01:59.360 ⇒ 00:02:00.000 pamelakushner: That’s it.
22 00:02:00.552 ⇒ 00:02:02.209 Nicolas Sucari: Okay, okay, so.
23 00:02:02.210 ⇒ 00:02:13.979 pamelakushner: I don’t even know I when you reached out to me, I said, I don’t even know what these guys do, so I don’t. Hopefully. I can help you, but I don’t even know. Why. Don’t you just spend like 2 min telling me what you do? So.
24 00:02:13.980 ⇒ 00:02:42.449 Nicolas Sucari: Yeah, obviously, I can tell you a little bit. I can show you what we are working with them. Just for you to let to so you to know us. We’re paying for John. We are helping Ben, Dan, and yeah, everyone on Pullperston has any data request. We are like your data partners. We do all of the analysis regarding all of the shopify orders, Amazon orders. We’re working with team on all of the marketing stuff. All of the
25 00:02:42.821 ⇒ 00:02:58.039 Nicolas Sucari: yeah, Google ads, that you run Facebook ads, direct mail campaigns. We analyze all that data and we help them to create or to ideate different projects, or where to look at. If you are finding that costs are
26 00:02:58.394 ⇒ 00:03:15.059 Nicolas Sucari: higher at some point for example, with chuck we give we we gave. We gave them advice to open up new warehouses, working with units to ship orders from different places in order to reduce shipping costs and that kind of stuff. So
27 00:03:15.060 ⇒ 00:03:43.150 Nicolas Sucari: we we have, like all of your sales, data, marketing data, shipping data, we process all of that creating different models and different logics. And then we have outputs as dashboards that we share with Ben, Dan, Kim and Jack, for now so that they can understand all of the data that they that you have guys on your on your business. And you can yeah, make decisions better decisions based on all of that data.
28 00:03:43.340 ⇒ 00:03:53.629 pamelakushner: Okay. So you guys are like, it’s a e-commerce in total. It sounds like, you get involved across all all chat inventory management. Also.
29 00:03:53.890 ⇒ 00:04:02.760 Nicolas Sucari: We we are, we are. We haven’t started yet with the inventory management. But we are helping. For example, we help Chuck to gather all of the
30 00:04:03.116 ⇒ 00:04:24.680 Nicolas Sucari: previous data on how you are selling all the stuff so that he can then create those new purchase orders and understand where to ship all of the new products to the different warehouse regarding what we are, what you’re gonna what was the historical data that you were shipping from. So yeah, we’re we’re kind of trying to get involved with more stuff.
31 00:04:24.996 ⇒ 00:04:37.649 Nicolas Sucari: So yeah, that that’s something that I I love to talk to you, because you have a different view on all the business that they have from another point of view. So if you know, or if you’re
32 00:04:37.730 ⇒ 00:04:49.750 Nicolas Sucari: yet struggling with some stuff that you’re working on. And you want to tell us that’s great, because maybe we can help you to with some analysis or or stuff we can help you to make better decisions.
33 00:04:49.750 ⇒ 00:04:54.919 pamelakushner: I just my issue is, I don’t see the inventory side of it.
34 00:04:56.280 ⇒ 00:05:06.760 pamelakushner: very well, I I mean, I don’t see the inventory side really at all, because it’s all automated. So my problem is.
35 00:05:07.880 ⇒ 00:05:30.460 pamelakushner: I hope that I have. I just have to hope that I have all the invoices that come into my accounting software that those all jive with what they have on the other side. That’s my biggest problem. So obviously, you know, Ireland, you know, Asia. So I I am constantly struggling with do do I have the right accounts payable on my side?
36 00:05:30.460 ⇒ 00:05:31.030 Nicolas Sucari: Okay.
37 00:05:31.030 ⇒ 00:05:33.169 pamelakushner: Okay? So that’s my struggle
38 00:05:33.210 ⇒ 00:05:37.819 pamelakushner: on my biggest struggle, because the e-commerce stuff, as far as like
39 00:05:37.890 ⇒ 00:05:41.900 pamelakushner: the shopify the paypal pretty much.
40 00:05:42.600 ⇒ 00:05:48.210 pamelakushner: I feel like I. I understand it really well. But the inventory I don’t see.
41 00:05:48.420 ⇒ 00:05:51.640 pamelakushner: because they have nowhere. You know they have Ada X.
42 00:05:52.590 ⇒ 00:05:54.180 pamelakushner: And they have unleashed.
43 00:05:54.630 ⇒ 00:05:55.230 Nicolas Sucari: Yeah.
44 00:05:55.890 ⇒ 00:05:58.769 pamelakushner: So cost of goods sold inventory. I don’t really.
45 00:05:58.770 ⇒ 00:05:59.360 Nicolas Sucari: Yeah.
46 00:05:59.360 ⇒ 00:06:01.179 pamelakushner: I don’t really touch it, you know.
47 00:06:02.340 ⇒ 00:06:23.379 Nicolas Sucari: Yeah, yeah, I get it. I get it. But yeah, we we haven’t started working on inventory yet. Ideally, we will. We’ll start taking a look at that at some point with Chuck, maybe. And obviously when we start with that, having more knowledge of what’s going on there that you have will be great.
48 00:06:23.663 ⇒ 00:06:44.090 Nicolas Sucari: I can show you a little bit what is like our out, our output, and what we are, what we are sharing with with them so that you can take a look. Let me share my screen just a minute, and then I I can ask you about the tax issue that you’re having but it’s pretty straightforward, I think. So. This is a platform that we use. It’s called real
49 00:06:44.090 ⇒ 00:07:09.487 Nicolas Sucari: real data is a partner of us that let us create a cool dashboards and they work really fast. So let’s say, we wanna understand all of these shopify customers. We created a dashboard getting all the data from shopify. And we have here different measures and dimensions that we use to check different kind of data and do analysis. So, for example, we want to see,
50 00:07:09.850 ⇒ 00:07:28.729 Nicolas Sucari: how? Where are the shopify customers based by state code, and we want to see specifically which ones are in Florida. We can easily like filter down all the Florida ones. And we can see all of the emails, all of the Ids. We can see what are the product names that they are buying
51 00:07:29.066 ⇒ 00:07:52.599 Nicolas Sucari: which class is like the top ones they are buying, and all different kind of stuff that it’s useful for the business in order to make decisions. To then understand what marketing campaigns they need to do. So we provide these kind of dashboards to Kim, chuck ben and Dan, so that we do some analysis and help them. Yeah, make that decision on on the business.
52 00:07:52.600 ⇒ 00:08:01.751 pamelakushner: See, I know this stuff based on my sales taxes. So I know Florida and Texas and California are my big, you know, my big buyers.
53 00:08:02.300 ⇒ 00:08:09.929 pamelakushner: And, strangely enough, sometimes Alabama is even up in there. So and I I gene it more from just a sales tax perspective.
54 00:08:10.290 ⇒ 00:08:11.550 Nicolas Sucari: Yeah, perfect. Yeah.
55 00:08:12.290 ⇒ 00:08:20.320 Nicolas Sucari: that’s great. Yeah. Also, we yeah, we have like a lot of different dashboards. Maybe all orders is one that you
56 00:08:20.410 ⇒ 00:08:41.629 Nicolas Sucari: could see. So we are selling. We we can see here where we are selling, which platform shopify is kind of the top one who is fulfilling that orders. This is all information of different orders, and all of the measures that we have. So we have like in the last 3 months. We have 5.6 K total orders
57 00:08:41.975 ⇒ 00:08:56.839 Nicolas Sucari: the average total sales is $352 in the last 3 months, and we use all of these information to do different analysis the shipping staff that we created with the new warehouses. We have a shipments dashboard
58 00:08:56.840 ⇒ 00:09:11.090 Nicolas Sucari: that we analyze all of that information. Who is the shipping service that we are using ups usps where? What is source? So we have ship station which warehouse we are using to ship stuff.
59 00:09:11.090 ⇒ 00:09:24.519 Nicolas Sucari: Here we have yeah, Fang and Jacksonville. But we just added to we are getting the data, and we’re gonna bring it into so that we can analyze specifically on what are the warehouses that we’re shipping now? So yeah, we have, like all of this information. And we
60 00:09:24.859 ⇒ 00:09:42.499 Nicolas Sucari: meet with Kim and Chuck weekly, so that we discuss a little bit on these numbers. We understand if there are new things that they, they are willing to work on. For example, that purchase orders that Chuck was needing. He needed some information for the past 2 years on
61 00:09:42.860 ⇒ 00:10:02.699 Nicolas Sucari: where? Where the products were sent from so that he can create those new purchase orders for the next year. So we provided that information with Kim. We’re working on some direct mail campaigns understanding, different zip codes. And where to target those customers. So that’s kind of our our job here.
62 00:10:03.200 ⇒ 00:10:09.149 Nicolas Sucari: Finally, it’s making yeah, better decisions for you. Try to reduce some costs and try to get new customers.
63 00:10:09.370 ⇒ 00:10:20.230 pamelakushner: Tell me about Jacksonville for one second. I’ve heard them just mention it. So what is happening in in Jacksonville? What exactly is happening? Do we have actual warehouse space down there.
64 00:10:20.830 ⇒ 00:10:39.640 Nicolas Sucari: I think this warehouse is we have. We have a warehouse there, but it’s it’s like having really few orders right now. So in the past 3 months it has 234 shipments only. We are opening. Well, we already opened 2 new warehouses, one in California
65 00:10:39.640 ⇒ 00:11:00.040 Nicolas Sucari: and one in Dallas. I think it’s Dallas, Texas. Yes, I can send you the addresses of the warehouses. But that that 2 warehouses are from Unis. So you you know the partner Unis, that is shipping. Yeah. Those ones are only for Unis, and they ship certain kind of products.
66 00:11:01.150 ⇒ 00:11:08.720 pamelakushner: Okay, so how does just really quick? So how does product get to Jack? Does the product ships out of Jacksonville by Unis?
67 00:11:09.100 ⇒ 00:11:15.329 pamelakushner: Is that? Right? So how does the product get to Jacksonville? Are we shipping it from? Yeah, Hank, or how is that happening.
68 00:11:15.820 ⇒ 00:11:37.800 Nicolas Sucari: That’s the information that we are not yet started to work on. That’s something that we need to discuss with Chuck like how we are fulfilling all of these warehouses. That’s kind of like the previous step that happens before we start shipping all of the products to actual clients. And that’s kind of the job that we need to do for inventory stuff right?
69 00:11:37.980 ⇒ 00:11:41.650 pamelakushner: Yeah. Well, I’m just yeah. Like I said, I’m
70 00:11:41.680 ⇒ 00:11:43.520 pamelakushner: trying to figure out
71 00:11:43.770 ⇒ 00:11:45.779 pamelakushner: the invoices that
72 00:11:45.980 ⇒ 00:11:50.409 pamelakushner: how this is flowing with my invoices and my pos and things. So
73 00:11:50.790 ⇒ 00:11:57.549 pamelakushner: anyway, you’ll see when we go into the the county software. I can show you what’s going on in my accounting software
74 00:11:57.720 ⇒ 00:11:59.990 pamelakushner: in 0. Do you guys go into 0.
75 00:12:00.590 ⇒ 00:12:10.280 Nicolas Sucari: So I have access. Let’s go 1st to unleashed. So this is unleashed. I I don’t know if you ever access this, but I think yes, right.
76 00:12:10.990 ⇒ 00:12:11.370 pamelakushner: Yeah.
77 00:12:11.370 ⇒ 00:12:12.170 Nicolas Sucari: Or not.
78 00:12:12.290 ⇒ 00:12:13.779 pamelakushner: So this is unleashed.
79 00:12:14.390 ⇒ 00:12:18.619 Nicolas Sucari: Yeah, exactly. This is on list. And what’s happening with the taxes is that
80 00:12:18.890 ⇒ 00:12:24.130 Nicolas Sucari: if we go to the tax system here, how we are assigning each of the
81 00:12:25.180 ⇒ 00:12:28.890 Nicolas Sucari: different accounting tax for different states, I think.
82 00:12:29.314 ⇒ 00:12:50.830 Nicolas Sucari: Or series. We have like these, for example, in Indiana we have the tax. O 9 that’s assigned to Indiana, and this is 7 and for Florida we have a tax O 2, and we have this bunch of other options. But I think this information chuck create this manually by adding here a new
83 00:12:50.830 ⇒ 00:13:15.280 Nicolas Sucari: description, a new tax code, and any account a new new tax but we are receiving some of them once. I don’t know from 0, I think. And we have these empty, and we cannot like assign any tax Id to this. I know Knox County, Arizona, and then we have, like a bunch of duplicates. We need to delete these. But Broward County. We don’t have like these ids.
84 00:13:15.280 ⇒ 00:13:18.020 pamelakushner: Hey? Can we? Okay, can we back up a second.
85 00:13:18.020 ⇒ 00:13:18.470 Nicolas Sucari: Yeah.
86 00:13:18.470 ⇒ 00:13:21.079 pamelakushner: So this is for this is
87 00:13:21.560 ⇒ 00:13:22.840 pamelakushner: for
88 00:13:24.000 ⇒ 00:13:32.000 pamelakushner: us selling parts to who, I mean, why are we doing sales tax? Isn’t this the wholesale level? At this point.
89 00:13:33.918 ⇒ 00:13:52.679 Nicolas Sucari: I think. Yes, I mean, I think this is this is needed in order to close all of the orders and then have the right inventory, because if we don’t add the tax ids to these kind of cities. Then, what’s happening is we had a message here at the top, or let me see if it’s at the bottom. Yeah, here.
90 00:13:52.680 ⇒ 00:13:54.570 pamelakushner: I saw, I saw that. So
91 00:13:54.620 ⇒ 00:14:00.280 pamelakushner: does okay? So this is unleashed does unleash top to shopify.
92 00:14:01.963 ⇒ 00:14:03.930 Nicolas Sucari: I’m not sure I’ve I’ve.
93 00:14:03.930 ⇒ 00:14:09.460 pamelakushner: Is why I’m I’m trying to figure out. Why do we need taxes at this level?
94 00:14:10.740 ⇒ 00:14:11.860 Nicolas Sucari: Unleashed.
95 00:14:11.930 ⇒ 00:14:26.165 Nicolas Sucari: I think, because Chuck is managing all of the inventory in unleashed. And if we don’t add this here, we cannot close the status of that stock orders. Once they are shipped, we cannot mark them as
96 00:14:27.060 ⇒ 00:14:29.800 Nicolas Sucari: Yes, completed, and that is kind of
97 00:14:29.880 ⇒ 00:14:42.139 Nicolas Sucari: getting the orders on a limbo state, where we can see that an inventory state. But we cannot finally close and get rid of that orders or that product from inventory.
98 00:14:43.320 ⇒ 00:14:45.299 Nicolas Sucari: That’s my understanding to that?
99 00:14:46.660 ⇒ 00:14:47.580 Nicolas Sucari: yeah.
100 00:14:47.580 ⇒ 00:14:54.369 pamelakushner: Alright. I’m just trying to understand the process here, and where these orders are going out to
101 00:14:54.970 ⇒ 00:14:59.050 pamelakushner: the the warehouses and then out to the customers right.
102 00:14:59.290 ⇒ 00:15:00.530 Nicolas Sucari: Yes, exactly.
103 00:15:00.530 ⇒ 00:15:05.429 pamelakushner: So here’s my thing. I’m attracting sales, taxes
104 00:15:05.730 ⇒ 00:15:07.460 pamelakushner: in shopify.
105 00:15:08.150 ⇒ 00:15:08.940 Nicolas Sucari: Okay.
106 00:15:09.070 ⇒ 00:15:13.019 pamelakushner: So I don’t do anything with sales, taxes.
107 00:15:13.770 ⇒ 00:15:15.190 pamelakushner: and 0.
108 00:15:16.190 ⇒ 00:15:25.309 Nicolas Sucari: Okay, yeah, that’s that’s was my question. Because I access your platform. And I was not able to see anything regarding taxes. It’s kind of empty
109 00:15:25.360 ⇒ 00:15:28.009 Nicolas Sucari: the serial platform for me.
110 00:15:28.482 ⇒ 00:15:32.289 Nicolas Sucari: I don’t know but this is shopify. So you’re managing taxes from here.
111 00:15:33.880 ⇒ 00:15:40.499 pamelakushner: Shopify is managing tech. Well, we’re do. I’m doing it in conjunction with shopify. So if you can go into our account.
112 00:15:40.580 ⇒ 00:15:42.942 pamelakushner: I can show you what’s happening with
113 00:15:44.071 ⇒ 00:15:50.010 pamelakushner: go x out of that. This is bt, swim. This is our portal. Okay.
114 00:15:50.010 ⇒ 00:15:50.710 Nicolas Sucari: Yeah, this is.
115 00:15:51.290 ⇒ 00:15:53.610 pamelakushner: Go to the gear.
116 00:15:53.690 ⇒ 00:15:54.730 pamelakushner: which is.
117 00:15:56.330 ⇒ 00:15:58.119 pamelakushner: you have a different portal than
118 00:15:58.170 ⇒ 00:15:58.865 pamelakushner: mine.
119 00:15:59.560 ⇒ 00:16:00.250 Nicolas Sucari: This one so.
120 00:16:00.250 ⇒ 00:16:03.489 pamelakushner: Yeah, yeah. There you go, yep, and then go to taxes.
121 00:16:06.050 ⇒ 00:16:07.620 Nicolas Sucari: Okay, yeah, I can.
122 00:16:07.690 ⇒ 00:16:08.480 pamelakushner: Oh, yeah.
123 00:16:08.480 ⇒ 00:16:09.000 Nicolas Sucari: Wasn’t.
124 00:16:09.000 ⇒ 00:16:11.649 pamelakushner: You’re done, you don’t have full access.
125 00:16:12.470 ⇒ 00:16:15.909 Nicolas Sucari: Okay, maybe you can. Can you share and.
126 00:16:15.910 ⇒ 00:16:16.580 pamelakushner: Sure.
127 00:16:16.580 ⇒ 00:16:17.310 Nicolas Sucari: Show me!
128 00:16:17.500 ⇒ 00:16:21.840 pamelakushner: Sure. Let me see if I can figure out how to share my screen. Okay, now.
129 00:16:27.410 ⇒ 00:16:29.720 pamelakushner: okay, can you see my zoom on? There?
130 00:16:30.230 ⇒ 00:16:30.980 Nicolas Sucari: Yes.
131 00:16:30.980 ⇒ 00:16:33.029 pamelakushner: Okay, let’s see. Now.
132 00:16:36.070 ⇒ 00:16:38.486 pamelakushner: maybe down here. Where’s my
133 00:16:40.320 ⇒ 00:16:41.800 pamelakushner: Can you still see.
134 00:16:42.170 ⇒ 00:16:44.240 Nicolas Sucari: Yes, yes, I’m seeing your chrome.
135 00:16:44.640 ⇒ 00:16:47.829 pamelakushner: Alright. Can you tell me? Can you see my shopify now?
136 00:16:48.480 ⇒ 00:16:49.120 Nicolas Sucari: Yes.
137 00:16:49.120 ⇒ 00:16:53.620 pamelakushner: Okay. So I’m gonna go down here and I’m gonna pull up
138 00:16:53.910 ⇒ 00:16:54.780 pamelakushner: my taxes.
139 00:16:54.780 ⇒ 00:16:55.530 Nicolas Sucari: Okay.
140 00:16:55.530 ⇒ 00:17:00.220 pamelakushner: And then United States. And then this tells me
141 00:17:01.730 ⇒ 00:17:03.360 pamelakushner: on
142 00:17:05.310 ⇒ 00:17:10.680 pamelakushner: where I’m collecting tax. Oh, everyone that we’re everywhere, that I’m collecting taxes.
143 00:17:10.790 ⇒ 00:17:24.089 pamelakushner: Okay? So this will also tell me if it thinks I’m gonna hit. You know, sales tax nexus. They’re gonna tell me if I have have to are hitting sales tax nexus in the new State, which I’m not
144 00:17:24.491 ⇒ 00:17:41.559 pamelakushner: see? It says you’re collecting sales tax a hundred percent out of states. Blah, blah. Okay? So this all works for me. And then I can go in and pull reports that give me tax, the tax sales tax and then I file them based on sales in shopify.
145 00:17:42.420 ⇒ 00:17:46.850 pamelakushner: So I don’t know where the inventory piece is in.
146 00:17:47.340 ⇒ 00:17:51.159 pamelakushner: Let me go out of here, cause. So you see, you’re gonna have to have this turned on.
147 00:17:52.970 ⇒ 00:17:53.900 Nicolas Sucari: Okay.
148 00:17:53.900 ⇒ 00:17:57.819 pamelakushner: If you wanna if you want to see the sales piece of it.
149 00:17:58.380 ⇒ 00:18:00.319 pamelakushner: you’re gonna have to turn that on.
150 00:18:01.480 ⇒ 00:18:03.039 Nicolas Sucari: Yeah, yeah, that’s fine. Okay.
151 00:18:03.040 ⇒ 00:18:03.860 pamelakushner: Okay.
152 00:18:04.020 ⇒ 00:18:11.429 pamelakushner: And then I just go home, and then I pull. You know I pull orders and I can pull.
153 00:18:11.940 ⇒ 00:18:13.610 pamelakushner: you know, any month
154 00:18:13.910 ⇒ 00:18:15.000 pamelakushner: on.
155 00:18:18.000 ⇒ 00:18:18.860 Nicolas Sucari: Okay.
156 00:18:18.860 ⇒ 00:18:22.000 pamelakushner: By date. And then, whatever I get my sales taxes.
157 00:18:22.190 ⇒ 00:18:24.829 pamelakushner: So that’s you know.
158 00:18:25.030 ⇒ 00:18:30.499 pamelakushner: That’s my, that’s my world. And then I file with all the States.
159 00:18:30.920 ⇒ 00:18:33.399 Nicolas Sucari: But so you don’t use unleashed or
160 00:18:33.460 ⇒ 00:18:39.400 Nicolas Sucari: other platform to create those tax ids. It’s just automatically coming from shopify right.
161 00:18:40.150 ⇒ 00:18:47.629 pamelakushner: Yes, and it works really well, surprisingly well. There’s thousands of tax codes.
162 00:18:47.770 ⇒ 00:18:48.990 pamelakushner: as you know.
163 00:18:49.500 ⇒ 00:18:56.990 pamelakushner: in all the States and all the local and municipalities thousands and they actually do a really good job of tracking it.
164 00:18:57.730 ⇒ 00:19:00.020 pamelakushner: So I’m not understanding
165 00:19:00.540 ⇒ 00:19:10.499 pamelakushner: why, unless somehow, the only thing I’m thinking is somehow you need that information because it’s feeding back into shopify when things are sold.
166 00:19:10.510 ⇒ 00:19:18.789 pamelakushner: Do you need in shopify? Do you need that sales tax information? I don’t know how those systems all relate back to each other. That’s my problem.
167 00:19:19.050 ⇒ 00:19:37.959 Nicolas Sucari: Yeah, that’s that was what I’m try. I was trying to investigate, and why I contacted unleash support because he thought, that tax ids were coming from 0 platform. But they aren’t so yeah, I I was just trying to figure out we need that tax ids in
168 00:19:38.505 ⇒ 00:19:43.260 Nicolas Sucari: in unleashed, really to close that loop of the shipping
169 00:19:43.590 ⇒ 00:19:50.279 Nicolas Sucari: of the of the inventory, and when when once we ship some orders to close that. But I don’t know where we are getting.
170 00:19:50.280 ⇒ 00:19:54.460 pamelakushner: You’re shipping to. You’re shipping to warehouses. You’re not shipping to those.
171 00:19:54.460 ⇒ 00:19:55.480 Nicolas Sucari: Yeah, yeah.
172 00:19:55.480 ⇒ 00:20:03.900 pamelakushner: Those should be tax exempt, but or tax, maybe not exempt tax free. They’re tax free transactions.
173 00:20:05.120 ⇒ 00:20:28.830 Nicolas Sucari: Exactly. But I think the issue is once we once that inventory gets sent to the actual customer when once the products are sent from that warehouse to the actual customer. That’s the step that we are missing something, and we need to close it, because, if not, we can’t try. We we don’t know when that product has left the warehouse, and we can’t.
174 00:20:28.830 ⇒ 00:20:29.290 pamelakushner: Yeah.
175 00:20:29.290 ⇒ 00:20:29.840 Nicolas Sucari: That number.
176 00:20:29.840 ⇒ 00:20:32.930 pamelakushner: I understand that. So now, how does that?
177 00:20:34.800 ⇒ 00:20:37.180 pamelakushner: Okay, I got you. So
178 00:20:38.130 ⇒ 00:21:05.419 pamelakushner: there’s no, there’s no reporting. There’s no there’s no monetary thing that’s happening there with sales, taxes. All they want to do it sounds like is to be able to identify it because it’s going to 1, 2, 3, 4 5 Zip code in Florida, and they need to know that zip code to know where it’s going. It sounds like it’s not a sales tax issue so much as just where it’s going. That’s what I’m getting from this.
179 00:21:05.780 ⇒ 00:21:06.600 pamelakushner: Yeah, I don’t.
180 00:21:06.600 ⇒ 00:21:07.400 Nicolas Sucari: Think?
181 00:21:08.028 ⇒ 00:21:29.359 Nicolas Sucari: Yeah, even though this information is super valuable for me, because I now know that you’re only using the tax stuff for sales in shopify, and I can go back with Chuck and try to understand what’s what we need there in a list. Maybe it’s just marking all of those tax as as yeah, no tax or anything like that.
182 00:21:29.360 ⇒ 00:21:30.070 pamelakushner: So maybe we can.
183 00:21:30.070 ⇒ 00:21:31.420 Nicolas Sucari: That look, yeah.
184 00:21:31.420 ⇒ 00:21:39.349 pamelakushner: Will it let you go into that software and make mark them like a wholesale sale or a, you know, A, b 2 b sale, or something that
185 00:21:41.820 ⇒ 00:21:57.299 Nicolas Sucari: I’m not sure but maybe we can try. I mean, I’m gonna ask Jack, what are the options there? If we can mark that differently and see if that help us close that loop and have the updated yeah, or or the is is the live
186 00:21:57.500 ⇒ 00:22:01.460 Nicolas Sucari: value of that inventory that we are seeking there.
187 00:22:02.200 ⇒ 00:22:04.749 pamelakushner: Okay. I’m sorry I’m I’m not.
188 00:22:04.750 ⇒ 00:22:05.540 Nicolas Sucari: No, no.
189 00:22:05.540 ⇒ 00:22:05.940 pamelakushner: But.
190 00:22:05.940 ⇒ 00:22:07.080 Nicolas Sucari: Super helpful.
191 00:22:07.080 ⇒ 00:22:11.542 pamelakushner: Use. I don’t use those systems. You know what what I get from them is.
192 00:22:12.430 ⇒ 00:22:13.663 pamelakushner: I get
193 00:22:16.880 ⇒ 00:22:21.639 pamelakushner: This is what I get. I get this. This is my sales.
194 00:22:22.500 ⇒ 00:22:23.180 Nicolas Sucari: Okay.
195 00:22:23.180 ⇒ 00:22:28.049 pamelakushner: This is when it’s sold to release the you know, per cost of goods sold.
196 00:22:28.270 ⇒ 00:22:32.900 pamelakushner: So all I do is I go, and I approve these because these are coming. You know, these are coming
197 00:22:32.920 ⇒ 00:22:44.189 pamelakushner: to me. Cost of goods sold releasing inventory. Okay, so these these things are, and and they have all these journals, but I don’t know I have. No, this is each part.
198 00:22:45.840 ⇒ 00:22:46.230 Nicolas Sucari: Hmm.
199 00:22:46.230 ⇒ 00:22:48.300 pamelakushner: So so like. Where this went.
200 00:22:49.040 ⇒ 00:22:51.560 pamelakushner: This is automatic from
201 00:22:53.372 ⇒ 00:22:55.660 pamelakushner: probably. What unleashed.
202 00:22:56.540 ⇒ 00:22:58.890 Nicolas Sucari: Yeah, I think this is automatically from our list.
203 00:22:59.050 ⇒ 00:23:04.259 Nicolas Sucari: So can you go here on 0 and let me see if I can open up to.
204 00:23:04.590 ⇒ 00:23:07.789 Nicolas Sucari: Is there? Is there any place where we are like
205 00:23:08.010 ⇒ 00:23:10.170 Nicolas Sucari: setting those taxes here on 0 right.
206 00:23:10.765 ⇒ 00:23:12.550 pamelakushner: You know I.
207 00:23:12.550 ⇒ 00:23:13.990 Nicolas Sucari: Go to accounting.
208 00:23:14.160 ⇒ 00:23:16.530 pamelakushner: At 1 point sales tax.
209 00:23:16.530 ⇒ 00:23:20.549 Nicolas Sucari: And you go. Yeah, says type report, or I think it’s in advanced
210 00:23:21.123 ⇒ 00:23:21.669 Nicolas Sucari: if you.
211 00:23:21.670 ⇒ 00:23:22.100 pamelakushner: Oh!
212 00:23:22.100 ⇒ 00:23:23.180 Nicolas Sucari: Advanced.
213 00:23:23.620 ⇒ 00:23:26.580 pamelakushner: Yeah, because there’s not gonna be any sales taxes in here.
214 00:23:30.110 ⇒ 00:23:34.069 pamelakushner: when I put. And I will say this when I put an invoice in there
215 00:23:34.490 ⇒ 00:23:37.120 pamelakushner: for their other company. Do you work with Black and Decker?
216 00:23:38.140 ⇒ 00:23:39.740 pamelakushner: Their other company.
217 00:23:39.740 ⇒ 00:23:40.430 Nicolas Sucari: Yeah, yeah.
218 00:23:40.640 ⇒ 00:23:46.829 pamelakushner: Okay. So when I do an invoice and it’s it’s business. It’s it’s wholesale. It wants a tax rate.
219 00:23:46.980 ⇒ 00:23:52.049 pamelakushner: When I create the invoice in 0 it. It wants a and I just put exempt.
220 00:23:53.070 ⇒ 00:23:53.770 Nicolas Sucari: Okay.
221 00:23:59.120 ⇒ 00:24:01.310 Nicolas Sucari: I know. Okay, yeah. It says, exempt.
222 00:24:01.770 ⇒ 00:24:05.439 Nicolas Sucari: Okay? And if you go to click, click on accounting advanced
223 00:24:05.610 ⇒ 00:24:08.980 Nicolas Sucari: where it says at the top advanced. Yeah.
224 00:24:09.540 ⇒ 00:24:12.560 Nicolas Sucari: And if you go to tax rates.
225 00:24:14.560 ⇒ 00:24:15.549 Nicolas Sucari: yeah, there
226 00:24:16.540 ⇒ 00:24:20.670 Nicolas Sucari: you scroll down a little bit below that green stuff.
227 00:24:21.020 ⇒ 00:24:24.709 Nicolas Sucari: Do you have a hundred 47 there tax rates.
228 00:24:26.710 ⇒ 00:24:30.050 Nicolas Sucari: Okay, so this is this is what we need to update. I think
229 00:24:30.350 ⇒ 00:24:33.359 Nicolas Sucari: this is exactly what we are getting in unleashed. Yeah.
230 00:24:33.870 ⇒ 00:24:36.049 pamelakushner: Why is this even in here.
231 00:24:37.170 ⇒ 00:24:38.959 Nicolas Sucari: I have no idea but my accent.
232 00:24:38.960 ⇒ 00:24:42.139 pamelakushner: Think about this for a sec. Why is this in here? I these are
233 00:24:43.280 ⇒ 00:24:51.290 pamelakushner: how how you know what and this is like. These could have changed 15 times since these were set up. This is not live.
234 00:24:52.530 ⇒ 00:24:55.589 pamelakushner: Yeah, this means nothing to you guys.
235 00:24:56.620 ⇒ 00:24:59.409 Nicolas Sucari: I know. I know I just.
236 00:24:59.410 ⇒ 00:25:13.749 pamelakushner: Saying, you’re gonna put these in like this municipality could have changed their tax rate. You know, these are historical. I didn’t even put these in here. These are 3, 4 years old, I mean, we can put them in. But I’m just saying that this is not live real time.
237 00:25:14.430 ⇒ 00:25:23.629 Nicolas Sucari: Okay, what I’m gonna try to do is understand? If we can get rid of this linking between unleashed and 0, so that so that the inventory there?
238 00:25:24.750 ⇒ 00:25:35.699 Nicolas Sucari: that doesn’t get yeah. It didn’t get blocked by this, because I don’t know why. But this is what we need to update if we want that loop to close down on unleashed. I think.
239 00:25:37.220 ⇒ 00:25:43.180 pamelakushner: I mean, I I’m just. I just want you to know that nobody is monitoring these rates. Yeah.
240 00:25:43.370 ⇒ 00:25:48.249 pamelakushner: I am not paying anything off these rates. It seems silly to spend.
241 00:25:48.250 ⇒ 00:25:51.219 Nicolas Sucari: Yeah, yeah, to keep updating this? Yeah, exactly.
242 00:25:51.450 ⇒ 00:25:53.169 Nicolas Sucari: That’s fine. Excellent.
243 00:25:53.430 ⇒ 00:25:55.640 Nicolas Sucari: Okay, we figure it out. So
244 00:25:55.710 ⇒ 00:26:12.010 Nicolas Sucari: I’m gonna ask Jack, what ha, what will happen if we maybe yeah, get rid of all of these ones. Maybe we can delete directly these and see what happens on the inventory level. If you say that this is not gonna affect anything on the taxes that we need to pay.
245 00:26:12.010 ⇒ 00:26:13.430 pamelakushner: Oh!
246 00:26:13.430 ⇒ 00:26:14.210 Nicolas Sucari: You know
247 00:26:14.320 ⇒ 00:26:15.269 Nicolas Sucari: I don’t want to.
248 00:26:15.270 ⇒ 00:26:24.820 pamelakushner: Can we do a test? Can we like delete something that’s like in a city, a a state, and see what happens in an order we could test it. You know what I mean.
249 00:26:25.580 ⇒ 00:26:30.769 Nicolas Sucari: Yeah, but wait, don’t do it. Now. I wanna ask Chuck like, which is
250 00:26:31.340 ⇒ 00:26:40.530 Nicolas Sucari: maybe a product or something that got shipped to one of these cities. And I will ask you to delete one of these ones specifically, so that we can check if that help us
251 00:26:40.650 ⇒ 00:26:43.819 Nicolas Sucari: get the actual level of inventory. Okay.
252 00:26:44.840 ⇒ 00:26:52.580 pamelakushner: Yes, but will you do me a favor in this process? Will you find out like do I need this information? I don’t think I do.
253 00:26:52.580 ⇒ 00:26:53.230 Nicolas Sucari: Okay.
254 00:26:53.630 ⇒ 00:26:57.630 Nicolas Sucari: okay, I’m gonna try to to understand that. And I’ll let you know.
255 00:26:58.170 ⇒ 00:27:01.280 pamelakushner: Because I, as far as I’m concerned, my invoices.
256 00:27:01.380 ⇒ 00:27:04.110 pamelakushner: my invoices to do not
257 00:27:04.890 ⇒ 00:27:13.999 pamelakushner: have any sales tax on them, because shopify is taking care of all of that, and obviously Amazon and Walmart are market facilitators, marketplace.
258 00:27:14.000 ⇒ 00:27:14.440 Nicolas Sucari: Yeah.
259 00:27:14.440 ⇒ 00:27:19.509 pamelakushner: Their own taxes. Blah blah! So I don’t. I don’t like, I said I
260 00:27:22.190 ⇒ 00:27:26.159 pamelakushner: I don’t on my Ap. I wouldn’t have any sales tax.
261 00:27:27.710 ⇒ 00:27:30.300 pamelakushner: So what I get in Ap is
262 00:27:32.350 ⇒ 00:27:35.789 pamelakushner: so like my draft. Well, that’s gonna be all my.
263 00:27:36.070 ⇒ 00:27:36.620 pamelakushner: these are.
264 00:27:36.620 ⇒ 00:27:37.080 Nicolas Sucari: Yeah.
265 00:27:37.080 ⇒ 00:27:39.430 pamelakushner: This is. These are the invoices that I get
266 00:27:39.660 ⇒ 00:27:44.579 pamelakushner: from Ireland and from Asia. These are all my invoices.
267 00:27:44.890 ⇒ 00:27:46.110 pamelakushner: so like
268 00:27:46.140 ⇒ 00:27:48.190 pamelakushner: if I click in one of these.
269 00:27:48.760 ⇒ 00:27:49.580 Nicolas Sucari: Yeah.
270 00:27:49.580 ⇒ 00:27:51.490 pamelakushner: There’s no see, there’s no sales tax.
271 00:27:51.500 ⇒ 00:27:53.100 pamelakushner: There’s no sales tax.
272 00:27:55.680 ⇒ 00:27:56.470 Nicolas Sucari: Okay.
273 00:28:02.730 ⇒ 00:28:04.570 pamelakushner: See that default PIN.
274 00:28:04.610 ⇒ 00:28:15.550 pamelakushner: See that default, and I’ve had to go in here and override this on some of these sporadically Chuck will say, Oh, my God, I can’t get this over, and I will go in and just default it to 0.
275 00:28:16.695 ⇒ 00:28:19.490 pamelakushner: You know this is just inventory.
276 00:28:19.910 ⇒ 00:28:20.620 Nicolas Sucari: Yeah.
277 00:28:21.000 ⇒ 00:28:22.409 pamelakushner: Right moving.
278 00:28:24.800 ⇒ 00:28:25.500 Nicolas Sucari: Okay.
279 00:28:25.930 ⇒ 00:28:27.150 Nicolas Sucari: yeah, I get it.
280 00:28:27.150 ⇒ 00:28:29.470 pamelakushner: This is defaulting to this right now.
281 00:28:30.140 ⇒ 00:28:36.120 Nicolas Sucari: Yeah. And and that tax rate that says tax on purchases. I can see it on that accounting advanced
282 00:28:36.150 ⇒ 00:28:41.679 Nicolas Sucari: on the other place in 0. And it is, yeah, the tax rate is 0% 0%. So that’s fine.
283 00:28:43.410 ⇒ 00:28:44.320 Nicolas Sucari: But yeah.
284 00:28:44.950 ⇒ 00:28:47.619 Nicolas Sucari: the other ones that were created. I don’t know
285 00:28:48.170 ⇒ 00:28:55.820 Nicolas Sucari: who did it, or when that happened, or if it was automatically bringing from somewhere else. But yeah, I think we need to understand if that
286 00:28:55.830 ⇒ 00:29:01.010 Nicolas Sucari: other tax rates that appear there in the other screen here in 0 is affecting anything
287 00:29:01.300 ⇒ 00:29:03.470 Nicolas Sucari: on, on your plate.
288 00:29:03.470 ⇒ 00:29:04.070 pamelakushner: Just.
289 00:29:04.070 ⇒ 00:29:04.930 Nicolas Sucari: Think so.
290 00:29:04.930 ⇒ 00:29:15.550 pamelakushner: You know, I understand that this is this is old and yeah, they were in quickbooks before, and I feel like those rates could have been imported from quick books. When.
291 00:29:15.550 ⇒ 00:29:16.170 Nicolas Sucari: Very.
292 00:29:16.170 ⇒ 00:29:23.810 pamelakushner: A different kind of business when they were doing a retail business from, you know bt swim. So maybe they imported the rates.
293 00:29:24.020 ⇒ 00:29:27.779 pamelakushner: those those I never I never even knew those were in there.
294 00:29:28.520 ⇒ 00:29:29.270 Nicolas Sucari: Okay.
295 00:29:29.450 ⇒ 00:29:52.109 Nicolas Sucari: that’s fine, perfect. Yeah. Super useful, this Pamela. Thank you very much. I’m gonna try. I’m talking to chuck today in a couple of hours. So yeah, I’m gonna let him know about what we talked about and see if we can get rid of those ones, or maybe try with deleting some of those and see if that helps. And if and it doesn’t affect anything on the sales stuff for you. Okay.
296 00:29:52.110 ⇒ 00:29:57.120 pamelakushner: Do a test on on a state. Okay, so do you have any input, on.
297 00:29:58.870 ⇒ 00:30:05.020 pamelakushner: get how these these invoices get what the process is for getting these invoices over here.
298 00:30:06.100 ⇒ 00:30:07.259 Nicolas Sucari: You know.
299 00:30:07.260 ⇒ 00:30:08.460 pamelakushner: No. Okay.
300 00:30:09.030 ⇒ 00:30:09.690 Nicolas Sucari: No.
301 00:30:10.600 ⇒ 00:30:12.219 pamelakushner: Hassiz come over
302 00:30:12.270 ⇒ 00:30:17.759 pamelakushner: automatically from Chuck, he. And so I don’t get involved once again in these things.
303 00:30:18.450 ⇒ 00:30:21.059 Nicolas Sucari: Can you open one of those? Po, so that’s
304 00:30:23.290 ⇒ 00:30:24.190 Nicolas Sucari: okay.
305 00:30:28.120 ⇒ 00:30:29.340 Nicolas Sucari: Okay, yeah.
306 00:30:30.350 ⇒ 00:30:33.670 Nicolas Sucari: So how frequent are you getting those purchase orders?
307 00:30:36.500 ⇒ 00:30:38.880 pamelakushner: On. Let me show you.
308 00:30:40.860 ⇒ 00:30:55.399 pamelakushner: Okay. So I’m going to go awaiting payment. There’s a bunch of old ones from Ireland in there. I’m going to go to Asia because Asia is basically where we’re doing everything. So these are all the ones that I have. This is about how often they come in.
309 00:30:57.530 ⇒ 00:31:01.999 pamelakushner: so it’ll be okay. Here’s 1. Look, here’s a Po. This is what I want to know.
310 00:31:02.090 ⇒ 00:31:04.330 pamelakushner: I get this automatically right.
311 00:31:05.320 ⇒ 00:31:10.146 pamelakushner: We had a credit. So I took it again. So I don’t know if this applies. But
312 00:31:11.510 ⇒ 00:31:13.819 pamelakushner: How do I know that this has
313 00:31:14.240 ⇒ 00:31:17.660 pamelakushner: the fact that it’s in here. Does that mean that
314 00:31:18.160 ⇒ 00:31:19.590 pamelakushner: we have?
315 00:31:20.930 ⇒ 00:31:23.539 pamelakushner: We have received this inventory.
316 00:31:25.830 ⇒ 00:31:26.829 Nicolas Sucari: I’m not sure.
317 00:31:27.010 ⇒ 00:31:28.799 pamelakushner: This is coming from unleashed.
318 00:31:29.430 ⇒ 00:31:36.360 Nicolas Sucari: So if if this is coming from unleashed, I don’t know if this is already means that we had that inventory there, or if we’re
319 00:31:36.390 ⇒ 00:31:39.479 Nicolas Sucari: yeah, or this is just the purchase order for that inventory.
320 00:31:39.650 ⇒ 00:31:41.839 pamelakushner: Look at this auto lookup
321 00:31:43.320 ⇒ 00:31:45.410 pamelakushner: that might be another option.
322 00:31:47.290 ⇒ 00:31:50.249 pamelakushner: Look at that auto lookup. I don’t know.
323 00:31:51.660 ⇒ 00:31:54.210 pamelakushner: Yeah, that might be something else. You need to look at.
324 00:31:55.120 ⇒ 00:31:55.850 pamelakushner: Yep.
325 00:31:56.100 ⇒ 00:31:56.810 Nicolas Sucari: Okay.
326 00:31:56.810 ⇒ 00:31:57.264 pamelakushner: Okay.
327 00:31:58.430 ⇒ 00:32:05.989 Nicolas Sucari: Perfect. Thank you. Yeah, I’ll definitely talk to chuck about this and see if we need to do something about it.
328 00:32:06.472 ⇒ 00:32:07.930 Nicolas Sucari: And I’ll let you know. Okay.
329 00:32:08.180 ⇒ 00:32:18.540 pamelakushner: Yeah, please do. Cause I I’d be curious to know scares me when you start talking about sales taxes like, is there something I should be doing, but I think I’m good on the shopify side at this point.
330 00:32:19.100 ⇒ 00:32:30.519 Nicolas Sucari: Yeah, I think you, too. You’re you’re you’re you’re okay with that. But yeah, I’ll definitely look into it and see if we need to do any change and see how that changes anything. Okay.
331 00:32:30.520 ⇒ 00:32:32.240 pamelakushner: Okay. Thank you very much.
332 00:32:32.710 ⇒ 00:32:36.739 Nicolas Sucari: Thank you, too. Thank you for your time. This was super useful for me.
333 00:32:36.740 ⇒ 00:32:44.919 pamelakushner: Alright nice to meet you guys. I wondered who you were. Alright. Thank you.
334 00:32:45.090 ⇒ 00:32:46.360 Nicolas Sucari: Thank you. Bye, bye.
335 00:32:46.360 ⇒ 00:32:47.070 pamelakushner: Bye.