How to create my territories?
The section ''Territories'' is used to determine where you will send your products to determine fees for billing and to determine how much you charge for shipping.
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Log in your administration.
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Click on the button ''My web site''.
Then click the button ''Territories''.
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The top management of territories appear.
Before you create your territories, you must configure the taxes that apply in your country in the section ''My web site'' - ''General Settings'' - ''Configurations of sales taxes''.
For more information about setting up sales tax, click on the question ''How to choose the sales tax?'' of the category ''Configuration and appearance of my Web site'' of the FAQ.
You are now ready to create your territories, here's how :
For the process of creating territory is easier to explain and understand, we will assume that your company is located in the city of Paris in France.
In the page of territorial management, click on ''Create a territory''.
The framework for creating an area will appear.
You can see that the taxes that you configured in the section ''My web site'' - ''General Settings'' - ''Configurations of sales taxes'' is automatically visible in the frame.
- We will create territories by area transportation : Local, Near, Medium and Far.
The transport area ''Local'' :
Click the down arrow in the field ''Area'' and choose ''1-Local''.
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The transport area ''Local'' is the area closest to your business. Example : Your business is located in Paris, your transport area ''Local'' could be the city of Paris only.
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Click the down arrow under the word ''Country'' and choose the countries in the transport area ''Local''. To continue with our example, we will choose the country of France because your business is located in Paris.
Click the down arrow under the words ''Prov/State/Dep'' and choose the Province, the State or the Department of the transport area ''Local''. For our example we will choose ''Ile de France''.
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Note : For our example, we chose only the province of Ile de France, but you can choose as many Province, State or Department that you need for your needs. You can even choose to take all choices Province, State or Department that can offer you, if so select ''All''.
Click the down arrow under the word ''Taxe 1'' and choose to activate or not activate the sales tax.
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Note : If you choose not to enable the sales tax, it will not be added or the amount of invoices for your customers, or the amount of shipping. It is essential that you activate the sales tax or you yourself will take these amounts from your government.
To create the territory, click on ''Create''.
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The framework for creating a territory will revert to its original state, that is to say, ready to create a new territory and the following message in green : The territory has been created.
Note : You can create the number of territories in the transport area ''Local'' as you want, simply repeat the five steps above whenever you want to create a new territory.
The transport area ''Near'' :
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Click the down arrow in the field ''Area'' and choose ''2-Near''.
The transport area ''Near'' is an area a little further away from your business, but in the same country. Example : Your business is located in Paris, your transport area ''Near'' might be the province of Lorraine.
Click the down arrow under the word ''Country'' and choose the countries in the transport area ''Near''. To continue with our example, we will choose the country of France because the area ''Near'' is located in the same country as your business.
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Click the down arrow under the words ''Prov/State/Dep'' and choose the Province, the State or the Department transport area ''Near''. For our example we will choose the Department of ''Lorraine'' is farthest from your business (in Paris), but it is still in the same country.
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Note : For our example, we chose only the province of Lorraine, but you can choose as many Province, State or Department that you want for your needs. You can even choose to take all choices Province, State or Department that can offer you, if so select ''All''.
Click the down arrow under the word ''Taxe 1'' and choose to activate or not activate the sales tax.
4 -
Note : If you choose not to activate the sales tax, it will not be added or the amount of invoices for your customers, or the amount of shipping. It is essential that you activate the sales tax or you yourself will take these amounts from your government.
5 -
To create the territory, click on ''Create''.
The framework for creating a territory will revert to its original state, that is to say, ready to create a new territory and the following message in green : The territory has been created.
Note : You can create the number of territories in the transport area ''Near'' as you want, simply repeat the five steps above whenever you want to create a new territory.
The transport area ''Medium'' :
Click the down arrow in the field ''Area'' and choose ''3-Medium''.
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The transport area ''Medium'' is an area much farther from your business, it is located in another country, but on the same continent. Example : your business is located in Paris, the transport area ''Medium'' might be located in Switzerland.
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Click the down arrow under the word ''Country'' and choose the countries in the transport area ''Medium''. To continue with our example, we will choose Switzerland, as a country, because it is a country other than France, but it's still on the same continent.
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Click the down arrow under the words ''Prov/State/Dep'' and choose the Province, the State or the Department of the transport area ''Medium''. For our example we will choose ''Geneve'' is in another country than France, but on the same continent.
Note : For our example, we have chosen only ''Geneve'', but you can choose as many Province, State or Department as you need for your needs. You can even choose to take all choices Province, State or Department that can offer you, if so select ''All''.
Click the down arrow under the word ''Taxe 1'' and choose to activate or not activate the sales tax.
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Since our sample transport area ''Medium'' is located in Switzerland, the tax that we set does not apply in this country, so you should choose the option ''Inactive''.
To create the territory, click on ''Create''.
5 -
The framework for creating a territory will revert to its original state, that is to say, ready to create a new territory and the following message in green : The territory has been created.
Note : You can create the number of territories in the transport area ''Medium'' as you want, simply repeat the five steps above whenever you want to create a new territory.
The transport area ''Far'' :
1 -
Click the down arrow below the field ''Area'' and choose ''4-Far''.
The transport area ''Far'' is the area farthest from your business. Usually this area is located on another continent. Example : your business is located in Paris, the transport area ''Far'' could be the United States.
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Click the down arrow under the word ''Country'' and choose the countries in the transport area ''Far''. To continue with our example, we will choose the United States (USA) because they are located on another continent than France.
Click the down arrow under the words ''Prov/State/Dep'' and choose the Province, the State or the Department of the transport area ''Far''. For our example, we will elect the State of ''New York''.
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For example we have chosen only ''New York'', but you can choose as many Province, State or Department as you need for your needs. You can even choose to take all choices Province, State or Department that can offer you, if so select ''All''.
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Click the down arrow under the word ''Taxe 1'' and choose to activate or not activate the sales tax.
Since our sample transport area ''Far'' is the United States, the tax that we set does not apply in this country, so you should choose the option ''Inactive''.
To create the territory, click on ''Create''.
5 -
The framework for creating a territory will revert to its original state, that is to say, ready to create a new territory and the following message in green : The territory has been created.
Note : You can create the number of territories in the transport area ''Far'' as you want, simply repeat the five steps above whenever you want to create a new territory.
To see the areas that you just created, click on the button ''Manage the territories''.
All the territories that you've created appear.
To see the results in online store, click on the question ''Now that my territories are created, what are the results in my online store ?'' in the category ''Configuration and appearance of my Web site'' of the FAQ.
To delete a territory, click on the ''Delete'' button beneath the ''Action'' field of the territories you want to delete.
Note :