above it */} First, you will be introduced to your Reach representative, who will assist with the setup, configuration, and activation of the Reach embedded solution. Once everyone is ready, a go-live call will be scheduled. **However, before the call, there are a few steps we require you to complete to prepare your store.** If you are using Shopify Plus with multiple entities, there are additional steps required during setup and the go-live call. These will be pointed out to you. Your Reach representative will contact you with any instructions specific to you and your business. # What do you need to do? Your representative will guide you through every step of the go-live call, but before the call, there are a few things you need to prepare: 1. [Give Reach your collaborator access code and store URL](https://docs.withreach.com/docs/shopify-getting-started#give-reach-your-collaborator-access-code-and-store-url) 2. [Install the Reach data app](https://docs.withreach.com/docs/shopify-getting-started#install-the-reach-data-app) 3. [Verify your product setup](https://docs.withreach.com/docs/shopify-getting-started#verify-your-product-setup) 4. [Verify or add your ship-from address](https://docs.withreach.com/docs/shopify-getting-started#verify-or-add-your-ship-from-address) 5. [Add Reach's disclaimer and Terms of Service](https://docs.withreach.com/docs/shopify-getting-started#add-reachs-disclaimer-and-terms-of-service) 6. [Install the Avalara Tax Compliance app](https://docs.withreach.com/docs/shopify-getting-started#install-the-avalara-tax-compliance-app) 7. [Install the Shopify Flow app](https://docs.withreach.com/docs/shopify-getting-started#install-the-shopify-flow-app) If you're using **multiple entities on Shopify Plus**, you will also need to [set up new Markets](https://docs.withreach.com/docs/shopify-getting-started#set-up-the-new-markets-feature) and [verify theme compatibility](https://docs.withreach.com/docs/shopify-getting-started#verify-theme-compatibility) with the new Markets. *** ## Give Reach your collaborator access code and store URL Reach requires access to your store to begin the configuration process. Shopify offers partner support through collaborator accounts. To access your store through a collaborator account, Reach requires your collaborator access code and your Shopify URL (for example, "yourstorename.myshopify.com"). Follow the steps below to find and share your access code and store URL: 1. In your Shopify admin, go to **Settings** and select **Users**. 2. Select **Users** or **Users & permissions**, depending on your store type. 3. Select **Security** and copy the four-digit collaborator access code. 4. Send the code and your Shopify store URL to Reach. Reach will submit a collaborator request; you need to accept it in your Shopify admin under **Users**. It is important to accept Reach's collaborator request; your Reach representative cannot configure your store until the request is accepted. *** ## Install the Reach data app The Reach data app connects to your Shopify store, providing Reach access to order, product, dispute, fulfillment, and Shopify Payments data. Your Reach representative will send you a link to install your custom Reach data app. *** ## Verify your product setup ### Tax variants Marking items as non-taxable can cause incorrect tax calculations. Only gift cards or gift certificates can be marked as non-taxable, as they are exempt from taxation in all jurisdictions. All other products must have the **Charge tax on this product** option set to **Yes** for taxes to function correctly, regardless of whether you're using Shopify Tax or Avalara's tax services. To verify if you have products marked as non-taxable, go to your Shopify admin: 1. Navigate to **Settings**, then select **Taxes and duties** in the side navigation bar. 2. If you have items marked as non-taxable, you will see a warning stating: **You are not charging taxes on some product variants**.

3. Click **Edit variants**. 4. Under **Charge taxes**, select the checkbox to the right of any item for which you'd like to resume charging tax. If you do not see checkboxes, you do not have sufficient permissions to edit products. 5. Click **Save**. ### Product categories Next, ensure your products are properly categorized. If you are using Shopify Tax, product categories can determine tax rates or exemptions. They are also necessary for store navigation and improved metadata. For more information on categorizing your store's products, read Shopify's Standard Product Taxonomy. *** ## Verify or add your ship-from address To ensure your taxes are accurate, please verify that your ship-from address (i.e., your warehouse) is correct and all address fields are completed, including the street address, city, state/province, and country. To verify your ship-from address: 1. Go to your Shopify admin, and click **Settings**, 2. Select **Locations **from the side navigation menu. 3. Under **All locations**, verify the address is correct.

How to update your ship-from address ▼

Select the address under All locations.
In the Location details section, click Address.
Update the address and click Save.

Ensure all address fields are complete to avoid errors.

How to add your ship-from address ▼

In Locations, under All locations, click the Add locations button.
Click the edit icons next to the information fields to add information.
Turn on the Fulfillment toggle to use the inventory at this location to fulfill orders.

Ensure all address fields are complete to avoid errors.

*** ## Add Reach's disclaimer and Terms of Service As Reach is the Merchant of Record (MoR), you must display Reach's disclaimer and Terms of Service on your checkout page. This is enforced by the card schemes (Visa, Mastercard, etc.) and can help prevent customer confusion about the parties involved in the transaction. *** ## Install the Avalara Tax Compliance app Complete this step if you are using Avalara's tax services as indicated by your Reach representative. If you are using Shopify Tax, please disregard this step. The Avalara Tax Compliance app connects Avalara's tax services with your Shopify store. This app applies tax rates, calculates tax amounts, and recognizes tax exemptions. To begin, install the app and grant Reach the required permissions. Your Reach representative will configure and activate the app during your go-live call. *** ## Install the Shopify Flow app The [Shopify Flow](https://apps.shopify.com/flow) app helps Reach block transactions from sanctioned countries based on the consumer's country and bank identification number (BIN). Using Reach payment data, we’ve identified fraudulent BINs and card ranges that Shopify Payments does not cover. To comply with regulations on blocking fraudulent transactions, we’ve added measures using the Shopify Flow app to block these unwanted transactions. Your Reach representative will provide the necessary information to configure your app. Majority of stores do not recieve these fraudlent transactions, these are simply precautionary measures to protect your business. *** ## Additional steps for Shopify Plus suppliers with multiple entities Complete these steps if you are using Shopify Plus with multiple entities. Suppliers who are using a single business entity can disregard these steps. ### Set up the new Markets feature You will need to enable the new Markets feature through the feature test drive. 1. In your Shopify admin, click **Markets**, then click **Enable Markets in Test Drive**. 2. Under **Organization**, select **Feature test drives** and locate the **new Markets** section. 3. Click **Activate features on stores** and select the stores you want to activate with the new Markets experience. 4. Click **Save**. Check for any incompatible apps after enabling the new Markets feature. If you find an incompatible app that you do not need, uninstall it. If you require the app, please provide us with the app's name and purpose so we can ensure there are no conflicting functionalities. ### Create markets based on Reach's business entities To map sales to the correct business entity, you'll need to create a market for each region you are selling into. If your new market has a parent market, it will inherit customizations from the parent market. 1. On the Shopify **Home** page, click **Markets** in the side navigation menu. Shopify Markets page showing the Create market button.

2. Click **Create market**. 3. In the **New market** window, enter the market's name:

Markets

Selling into Canada

Canada

Selling into Australia

Australia

Selling into the United Kingdom

United Kingdom

Selling into the United States

United States

All other countries you to ship that will use Reach

Rest of World (RoW)

Austria, Belgium, Bulgaria, Croatia, Republic of Cyprus, Czech Republic, Denmark, Estonia, Finland, France, Germany, Greece, Hungary, Ireland, Italy, Latvia, Lithuania, Luxembourg, Malta, Netherlands, Poland, Portugal, Romania, Slovakia, Slovenia, Spain and Sweden

If you are selling into any of these countries title the market the European Union (EU)

4. Click **Add condition** and select the checkbox next to each country where the market will sell, then click **Done**. Use the same list as before to select the correct countries for each market. 5. Click **Taxes and duties**, then click **Tax display** and select the appropriate option. For the United States and Canada, you may choose either 'Dynamic tax display' or 'Show as line item'. For all other countries, you can select either 'Dynamic tax display' or 'Show as included'. * **Dynamic tax display:** Select this option to have Shopify include or exclude taxes based on the customer's region. This means that customers will see the final price, with or without taxes, depending on their location. * **Show as included:** Select this option for tax-inclusive countries. This means that the price shown to the customer already includes the applicable taxes. * **Show as line item:** Select this option for tax-exclusive countries. This means the price shown to the customer does not include the applicable taxes. Taxes will be shown as a separate line item. 6. Click **Save**. Repeat these steps for each additional selling entity. ### Verify theme compatibility Check your theme's feature list for market compatibility. If your store does not support new markets, you can try updating the theme to the latest version or finding a theme that supports your needs. If your theme is compatible, you can customize your theme for each market. ***

You are now ready for your go-live call, we look forward to meeting.