Manage Zone Types and Zones for Shipping and Tax

This example shows how to create a zone type and zone for shipping and tax.

Create a new zone type which is limited to one country, specify which geography types you want to select for a zone, and create a zone.

Create a Zone Type

When you're creating a zone you can either create the zone under an existing zone type, or create a new zone type and then create the zone. In this example, a suitable zone type doesn't exist in the application, and so you create a new zone type.

When you're creating a new zone type you can allow zone types to span across countries, however the zone type you're creating in this example is limited to geographies within the United States.

1. On the Manage Zone Types page, click Actions > New.

2. On the Create Zone Type page, enter a name for the zone type in the Zone Type field.

3. Click the Bounded by country option.

4. In the Boundary section, click the Country list.

5. Click Search.

6. Enter United states in the Name field.

7. Click Search.

8. Select the United States row.

9. Click OK.

10. In the Boundary section, click Zone Created Allowed for the State, County, City, and Postal Code geography types.

11. Click Save and Close to go back to the Manage Zone Types page.

Edit a Zone Type

1. On the Manage Zone Types page, select a zone type.

2. Click Actions > Edit.

3. Click the Bounded by country option.

4. In the Boundary section, click the Country list.

5. Click Search, select a country, and click OK.

6. In the Boundary section, click Zone Created Allowed for the State, County, City, and Postal Code geography types.

7. Click Save and Close to go back to the Manage Zone Types page.

Create a Zone

Now that you have created a zone type, you want to create a zone for the zone type. In this example, the zone contains State geographies.

1. On the Manage Zone Types page, click Next.

2. Click Actions > New.

3. On the Create Zone page, enter a name for the zone in the Zone field.

4. Enter a unique name for the zone in the Code field.

5. Enter the date you want the zone to be effective from in the Start Date field.

6. Enter the date you want the zone to be inactive from in the End Date field.

7. Now you need to enter the geographical boundaries of the zone by adding geographies. In the Associated Geographies section, click Actions and then click New.

8. Enter State in the Geography Type field.

9. Enter CA in the Geography Name field.

10. Click Search.

11. Highlight the California geography, and click Save and Close.

12. Repeat steps 7 to 11 for every geography you want to enter for the zone.

13. Click Save and Close.

14. Create as many zones as you require for your zone type.

15. Click Save and Close on the Manage Zones for Zone Type page.

Edit a Zone

1. On the Manage Zone Types page, click Next.

2. Select a Zone.

3. Click Actions > Edit.

4. Modify the required changes.

5. Click Save and Close.