Setting up your Shopify store with Reach

What do you need to do?

Reach can make cross-border sales with Shopify simple; what's more, we make the setup simple, too. Whether you are looking to set up multiple markets or utilize a single entity, this guide can help walk you through the next steps to grow your business.

Getting set up

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. Provide your store's collaborator request code and Shopify URL
2. Categorize your products and check product setup
3. Add Reach's disclaimer and Terms of Service
4. Install the Avalara Tax Compliance app if required

If you're using multiple entities on Shopify Plus, you will also need to set up the appropriate markets and confirm your theme is compatible 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 you to share your collaborator access code and provide your Shopify URL (for example, "yourstorename.myshopify.com").

To find your access code:

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, which you need to accept in your Shopify admin under Users.

For more details on how collaborator accounts work, read Shopify's Collaborator accounts page.

Verify 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 find out 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.

Add Reach's disclaimer and Terms of Service

As Reach is the Merchant of Record (MoR), it is required that you 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 if required

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, so you can feel confident your taxes are accurate.

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.

Additional steps for Shopify Plus suppliers with multiple entities

Please 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 name and purpose of the app so we can ensure there will be 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.

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

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.