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Add initial zones documentation for end users
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# Overview | ||
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<!-- TODO: | ||
General settings overview. | ||
--> | ||
Solidus's **Settings** section includes a number of pages that help you manage | ||
store-wide settings, including tax rates, shipping methods, and payment methods. | ||
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This article introduces each settings page and how the settings affect your | ||
store. | ||
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## Zones | ||
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Before you set up your shipping and tax settings, you should start by setting up | ||
zones. A zone is a group of states or countries that your store needs to ship to | ||
and/or tax. A country or state could exist in multiple zones or none at all. | ||
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For more information on how to use zones, see the [Zones][zones] article. | ||
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[zones]: zones.html | ||
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## Taxes | ||
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With Solidus, you can create tax rates and tax categories that correspond with | ||
each item in your store and each location that you ship to. | ||
each item in your store and each location that you ship to. |
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# Zones | ||
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Solidus manages locations using a concept called **Zones**. | ||
Solidus's **Zones** settings allow you to create zones that your store uses to | ||
manage what taxes and shipping methods are available to customers. For example, | ||
a customer in *Zone A* might be charged tax, while a customer in *Zone B* should | ||
never be charged tax. | ||
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When you add or edit a zone, the following settings are available: | ||
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- **Name**: The name of the zone. Zones are not exposed to customers. | ||
- **Description**: The long description for the zone. | ||
- **Type**: Sets the type of zone: either **Country**- or **State**-based. | ||
- **Countries** or **States**: A list of countries or states (depending on the | ||
**Type** of zone). You can add or remove any country or state from the zone. | ||
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<!-- TODO: | ||
Add screenshot of zones settings, emphasizing the countries/states | ||
setting being used. | ||
--> | ||
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## What is a zone? | ||
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In Solidus, any regions that you ship to are grouped using zones. Zones are | ||
groups of states or countries. Zones might only have one member (such as a zone | ||
that only consists of the United States) or many members (a zone that consists | ||
of all of the non-contiguous United States: Hawaii and Alaska). | ||
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Zones allow you to set shipping rules and tax rates for specific places. They | ||
also allow you group states or countries in a non-geographic way: for example, | ||
if you ship to all of the United States but use different carriers when shipping | ||
to Alaska and Hawaii. | ||
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Zones are especially useful if you need to comply with regional tax laws in | ||
multiple states or countries. | ||
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You can create zones that are either country- or state-based. | ||
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## Zones and taxation | ||
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When you configure tax rates, you must assign each tax rate a zone. This helps | ||
you comply with local taxes for any region that you ship to. | ||
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You can only assign one zone per tax rate. However, if you have to comply with | ||
more complicated tax rules, you can create multiple tax rates for a single zone | ||
in conjunction with special tax categories, taxes with unique start or end | ||
dates, and taxes that require other special calculations. | ||
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### Zones and taxes in the United States | ||
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If you are a U.S.-based company and ship within the United States, taxes vary | ||
from state to state, and many counties and municipalities have their own | ||
additional sales taxes. You should speak to a tax professional about which tax | ||
rules apply to your store. | ||
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You could also automate your U.S. tax rates by using a web service that provides | ||
U.S. tax rates. For example, you could use [Tax Cloud][tax-cloud] and the | ||
[`solidus_tax_cloud`][solidus-tax-cloud] extension. | ||
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Talk to your development team about automating Solidus's tax calculations using | ||
an API. | ||
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[solidus-tax-cloud]: https://github.com/solidusio-contrib/solidus_tax_cloud | ||
[tax-cloud]: https://taxcloud.net | ||
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## Zones and shipments | ||
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Zones affect the shipping methods available to customers in certain regions. | ||
Shipping methods require at least one zone, but they could include any number of | ||
zones. | ||
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### Shipping methods require a zone | ||
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Shipping methods require a zone. Zones can be as inclusive or exclusive as the | ||
carriers you use for shipments. | ||
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For example, if you only want to allow UPS to ship packages domestically, you | ||
could set its zone to your home country only. You could be even more restrictive | ||
and make a state-based zone that only includes a few states that you wish to | ||
ship to. | ||
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No matter what countries or states your zones include, note that each shipping | ||
method requires at least one zone before it can be used. | ||
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### Shipping methods can include multiple zones | ||
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If you use carriers that ship to multiple regions (for example, throughout North | ||
America, Europe, and Africa), you could configure your shipping methods to | ||
include multiple zones. | ||
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This feature is useful in cases when you use multiple carriers that ship to | ||
different regions. For example, if you use USPS to ship to the United States and | ||
Canada, but you use FedEx to ship to the United States and Canada as well as to | ||
Europe and Africa. |