docs: added user guide for tax-inclusive pricing (#2580)

This commit is contained in:
Shahed Nasser
2022-11-10 14:44:17 +02:00
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@@ -8,7 +8,7 @@ In this document, youll get an overview of sales channels in Medusa and learn
:::note
Sales Channels are currently in beta mode and need to be [manually enabled in your store using feature flags](https://medusajs.com/blog/medusa-1-3-5-introducing-sales-channel-api#how-to-enable-sales-channels). If youre unsure how that works, please contact your technical team.
Sales Channels are currently in beta mode and need to be [manually enabled in your store using feature flags](../../advanced/backend/feature-flags/toggle.md). If youre unsure how that works, please contact your technical team.
:::

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- [Manage Taxes](./manage.md)
- [Manage Tax Rates](./tax-rates.mdx)
- [Manage Tax Overrides](./tax-overrides.mdx)
- [Tax Inclusive Pricing Overview](./tax-inclusive.md)
- [Tax Inclusive Pricing Overview](./tax-inclusive.mdx)

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---
sidebar_position: 5
hide_footer: true
---
# Tax Inclusive Pricing Overview
:::note
This guide is coming soon.
:::

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---
sidebar_position: 5
---
import UiIcon from '@site/src/components/UiIcon';
# Tax Inclusive Pricing Overview
In this document, youll learn how to change tax-inclusive settings, and how prices are applied based on whether tax-inclusive pricing is enabled or not.
:::note
Tax-inclusive pricing is currently in beta mode and need to be manually enabled in your store using [feature flags](../../advanced/backend/feature-flags/toggle.md). If youre unsure how that works, please contact your technical team.
:::
## Overview
If you sell in multiple countries or regions that share the same currency, you might run into an issue when specifying prices without taxes, as countries that have the same currency might have different tax rates.
In that case, if you want to show the same price for a currency regardless of what region the customer is browsing from, youd have to manually run calculations to specify the correct price for all regions.
Tax-inclusive pricing saves you the manual work. When tax-inclusive pricing is enabled, you can just enter the price you want the customer to see on the storefront. Medusa then takes care of calculating the tax amount applied to the item based on the tax rate.
Tax-inclusive pricing can be managed for the following domains:
- Regions
- Currencies
- Price Lists
- Shipping Options
The settings for these domains can affect other domains associated with them.
:::info
Tax-Inclusive pricing is disabled by default for all these domains.
:::
---
## Tax-Inclusive Pricing for Regions
When tax-inclusive pricing is enabled for a region, it is subsequently enabled for product prices, the tax calculation on the line items in a cart, and the carts subtotal calculations.
### Change Tax-Inclusive Pricing for Existing Regions
To change the tax-inclusive pricing setting for an existing region:
1. Go to Settings → Regions.
2. Select a region to edit.
3. In the first section on the right, click on the <UiIcon lightIcon="https://res.cloudinary.com/dza7lstvk/image/upload/v1667999308/Medusa%20Docs/UI%20Icons/1ordBC6_ssysel.png" darkIcon="https://res.cloudinary.com/dza7lstvk/image/upload/v1667999326/Medusa%20Docs/UI%20Icons/dSwWYBH_stzgoi.png" alt="three dots" /> icon.
4. Click on Edit Region Details from the dropdown.
5. In the window that opens, find the Tax Inclusive Prices field and enable or disable it.
6. Click on the “Save and close” button.
### Set Tax-Inclusive Pricing for New Regions
To set the tax-inclusive pricing setting for a new region:
1. Go to Settings → Regions.
2. Click on the <UiIcon lightIcon="https://res.cloudinary.com/dza7lstvk/image/upload/v1667999131/Medusa%20Docs/UI%20Icons/1hL8NiW_lqmjcq.png" darkIcon="https://res.cloudinary.com/dza7lstvk/image/upload/v1667999150/Medusa%20Docs/UI%20Icons/8LtkPqW_jyqz5i.png" alt="plus" /> icon at the top right of the Regions section.
3. In the form that opens and among other Region details, find the Tax Inclusive Prices field and enable or disable it.
---
## Tax-Inclusive Pricing for Currencies
When tax-inclusive pricing is enabled for a currency, it is subsequently enabled for:
- Prices of product variants in this currency.
- Tax calculation on the line items or products in a cart using this currency.
- Prices in this currency of product variants in a price list.
### Change Tax-Inclusive Pricing for Currencies
To change the tax-inclusive pricing setting for a currency:
1. Go to Settings → Currencies.
2. Under Store Currencies, find the currency youre making the change to.
3. On the right of the currency, enable or disable tax-inclusive pricing.
---
## Tax-Inclusive Pricing for Price Lists
When tax-inclusive pricing is enabled for a price list, it is subsequently enabled for all product variants in that price list.
:::info
If tax-inclusive pricing is not enabled for a price list, but a price for a product variant in the price list uses a currency that has tax-inclusive pricing enabled, then tax-inclusive pricing is subsequently enabled on that price.
:::
### Change Tax-Inclusive Pricing for Existing Price Lists
To change the tax-inclusive pricing setting for an existing price list:
1. Go to Pricing
2. Click on the price list you want to make the change to.
3. Click on the <UiIcon lightIcon="https://res.cloudinary.com/dza7lstvk/image/upload/v1667999308/Medusa%20Docs/UI%20Icons/1ordBC6_ssysel.png" darkIcon="https://res.cloudinary.com/dza7lstvk/image/upload/v1667999326/Medusa%20Docs/UI%20Icons/dSwWYBH_stzgoi.png" alt="three dots" /> icon at the top right of the first section.
4. Choose “Edit price list details” from the dropdown.
5. In the new form that opens, expand the General collapsible and find the “Tax inclusive prices” field and enable or disable it.
6. Click on the “Save and Close” button.
### Set Tax-Inclusive Pricing for New Price Lists
To set the tax-inclusive pricing setting for a new price list:
1. Go to Pricing.
2. Click on the “Add price list” button at the top right.
3. In the new form that opens, expand the General collapsible.
4. Find the “Tax inclusive prices” field and enable or disable it.
---
## Tax-Inclusive Pricing for Shipping Options
When tax-inclusivity is enabled for a shipping option, it is subsequently enabled for the shipping method a customer uses on checkout and for the carts shipping calculations.
Tax-inclusive pricing is enabled or disabled on creation based on whether the Region it is in has the tax-inclusive pricing enabled or not.
---
## Tax-Inclusive Pricing for Products
Tax-inclusivity for products pricing is affected by the tax-inclusive options of currencies, regions, or price lists.
When specifying the price of a product for a currency or a region, the <UiIcon lightIcon="https://res.cloudinary.com/dza7lstvk/image/upload/v1668071655/Medusa%20Docs/UI%20Icons/taxes_hoogia.png" darkIcon="https://res.cloudinary.com/dza7lstvk/image/upload/v1668071655/Medusa%20Docs/UI%20Icons/taxes-dark_mwu0us.png" alt="tax-inclusive" /> icon will be greyed out if its disabled for that currency/region. If its enabled, the icon will be colored.