DEVDOCS-6056 [new]: Price Lists / MSF International Enhancements, add tax inclusive price lists #550

bc-andreadao · 2024-09-25T21:18:10Z

DEVDOCS-6056 DEVDOCS-6096

What changed?

Add a net new doc for tax-Inclusive and exclusive price lists
Update Price List schemas for with new field
Add links between relevant docs (Price Lists, Pricing, Tax Settings)

Release notes draft

We're happy to announce a beta release for tax-Inclusive and exclusive price lists, which can help you localize your storefronts when you sell internationally.

Anything else?

Merge before PR 1013 (menu change)

docs/store-operations/pricing/msf-international-enhancements.mdx

docs/store-operations/tax/index.mdx

bc-andreadao · 2024-09-26T22:42:44Z

docs/store-operations/pricing/msf-international-enhancements.mdx

+## Limitations
+
+- Stores using [Catalog V2](/docs/store-operations/catalog/migration) have fixed pricing and will use global store settings. 
+- You cannot enter price changes due to product modifier rules, gift wrapping features, and fixed shipping prices into a price list. These inherit global settings and always apply on top of the price list.


Not sure if this sentence is accurate

I think we need to change the wordings here - modifier rules, gift wrapping features, and fixed shipping prices into a price list. These inherit global settings because we apply the prices from modifier rules, gift wrapping features, and fixed shipping on top of the prices in price list true, but it doesnt inherit global settings, its inherits the tax inc/ex setting from the price list that will apply for that instant of channel and customer, even though its not part of the price list yet. I think giving this clarity might help merchants less confused how the global setting prices will apply with price list inc/ex.
cc @megdesko

@bc-vinbase is correct. These will inherit the setting from the price list and will not be treated as the global setting.

Maybe These inherit global settings and always apply on top of the price list. should be changed to These prices will be applied as-is with with the prices entered with tax setting for the current shopper applied or similar?

Maybe we need an example here like

Your store has (in USD)

$5 modifier rule
$1.99 fixed shipping
+$3 for gift wrapping

Those are entered global (ex tax)

You add an inc tax price list that has prices in Australian dollars- for simplicity, let's say it's 2 AUD to 1 USD
So maybe $55.97 AUD for the price of the product
We will currency convert the $5 modifier rule to $10 AUD
$3.98 for fixed shipping
$6 for gift wrapping

These prices will inherit the price list setting, so they'll be added as is, so the cart total for that item with the modifier rule selected will be
55.97 + 5 + 6 + 3.98 = $70.95 AUD

@megdesko Thanks, clarified it and added an example. I assume you meant to use the $10 modifier rule in your final calculation (to total $75.95)

…e/docs into DEVDOCS-6056-tax-incl

bc-andreadao · 2024-09-26T23:21:27Z

cc @bigcommerce/team-multi-storefront @bigcommerce/team-pricing, @bigcommerce/team-tax

benpratt77

Looks good from a tax perspective

docs/store-operations/tax/index.mdx

bc-vinbase

Sorry for the late review, looks great just a minor comment and clarification 💯

bc-vinbase · 2024-10-07T21:22:11Z

docs/store-operations/pricing/msf-international-enhancements.mdx

+
+To localize your storefronts, you can do the following:
+- Specify whether a price list has prices that include or exclude tax when entered.
+- Assign the price list to storefront channels (or customer groups).


at this point is it understood that the store needs to be MSF enabled?

bc-vinbase · 2024-10-07T21:27:37Z

docs/store-operations/pricing/msf-international-enhancements.mdx

+## Limitations
+
+- Stores using [Catalog V2](/docs/store-operations/catalog/migration) have fixed pricing and will use global store settings. 
+- You cannot enter price changes due to product modifier rules, gift wrapping features, and fixed shipping prices into a price list. These inherit global settings and always apply on top of the price list.


I think we need to change the wordings here - modifier rules, gift wrapping features, and fixed shipping prices into a price list. These inherit global settings because we apply the prices from modifier rules, gift wrapping features, and fixed shipping on top of the prices in price list true, but it doesnt inherit global settings, its inherits the tax inc/ex setting from the price list that will apply for that instant of channel and customer, even though its not part of the price list yet. I think giving this clarity might help merchants less confused how the global setting prices will apply with price list inc/ex.
cc @megdesko

bc-vinbase · 2024-10-07T21:28:38Z

docs/store-operations/pricing/msf-international-enhancements.mdx

+- You cannot mix inclusive and exclusive pricing within a single price list.
+- You must [set the display price](https://support.bigcommerce.com/s/article/Product-Display-Settings?language=en_US#settings) to the lowest variant price when a shopper's preselected options don't match to a price. 
+
+If your store doesn't have multiple storefronts, you can still create tax-inclusive or exclusive price lists and assign them to customer groups.


Given MSF feature is turned on :) just clarifying it for myself too

They can still do it via API, no?

reference/price_lists.v3.yml

docs/store-operations/pricing/msf-international-enhancements.mdx

megdesko · 2024-10-08T17:52:37Z

docs/store-operations/pricing/msf-international-enhancements.mdx

+- You must [set the display price](https://support.bigcommerce.com/s/article/Product-Display-Settings?language=en_US#settings) to the lowest variant price when a shopper's preselected options don't match to a price. 
+
+If your store doesn't have multiple storefronts, you can still create tax-inclusive or exclusive price lists and assign them to customer groups.
+


We should also add something about going into Settings > Tax > Store Tax Settings and turning on Keep prices as entered for When calculating the taxes on sales made outside the pricing tax zone

especially for folks on default ex tax stores

I see this below now :-)

megdesko · 2024-10-08T17:54:06Z

docs/store-operations/pricing/msf-international-enhancements.mdx

+
+Price lists will have a `prices_entered_with_tax` setting, which overrides the (default) global store setting. Use this setting to choose whether the price list is tax-inclusive or exclusive, or inherits the global settings. For details, see the [Price List endpoints](/docs/rest-management/price-lists) in the REST Management APIs.
+
+When you're using tax-inclusive price lists, tax-inclusive prices remain the same across all tax zones; the tax amount will vary based on the shopper's location. 


This is only true if they turn on the setting I mentioned above- otherwise tax unwinding will kick in and sadness will ensue.

I think this is being changed to make it the default for ex tax stores, but depending on when someone sees this doc that may not be completed/ totally rolled out.

Thanks, I added a sentence about the setting, but I believe my doc could be further clarified.

I rethought about the feature, and my current understanding is:

When calculating the taxes on sales made outside the pricing tax zone setting is only important when you want tax-inclusive prices (the setting doesn't matter if you want tax-exclusive prices).

When you want a tax-inclusive price list, there's noWhen calculating the taxes on sales made outside the pricing tax zone setting for the price list. So I'm guessing this pretty-pricing setting would inherit the global value (assuming the global store is also set to tax-inclusive).

If you want a tax-inclusive price list and the global store is tax-exclusive, we'll have to confirm with @bigcommerce/team-tax what the default is. I'm actually taking a closer look at the Tax Settings API reference, and now I'm thinking the setting actually defaults to non-pretty pricing. But people can still choose if they want pretty pricing or not, is that correct? And they would have to do so through the global tax setting?

^ @benpratt77 can you comment on the default value?

Co-authored-by: Meg Desko <[email protected]>

docs/store-operations/pricing/msf-international-enhancements.mdx

github-actions · 2024-10-11T18:38:24Z

docs/store-operations/pricing/msf-international-enhancements.mdx

+
+### Update Cornerstone theme
+
+If you have an empty price for a product (or variant) in a inclusive or exclusive price list, [update to Cornerstore](https://support.bigcommerce.com/s/article/Marketplace-Theme-Updates) version 6.15 or make adjustments to your current theme to handle `null` prices. You can view the changes required in the [Cornerstone reference PR](https://github.com/bigcommerce/cornerstone/pull/2486/files).


⚠️ [remark-lint] _{reported by reviewdog 🐶}
Use an before inclusive, not a retext-indefinite-article retext-indefinite-article

github-actions · 2024-10-11T18:38:24Z

docs/store-operations/pricing/msf-international-enhancements.mdx

+
+### Update Cornerstone theme
+
+If you have an empty price for a product (or variant) in a inclusive or exclusive price list, [update to Cornerstore](https://support.bigcommerce.com/s/article/Marketplace-Theme-Updates) version 6.15 or make adjustments to your current theme to handle `null` prices. You can view the changes required in the [Cornerstone reference PR](https://github.com/bigcommerce/cornerstone/pull/2486/files).


⚠️ [remark-lint] _{reported by reviewdog 🐶}
Cornerstore is misspelt; did you mean Cornerstone? retext-spell retext-spell

bc-andreadao added 2 commits September 25, 2024 16:15

add draft

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bc-andreadao changed the title ~~DEVDOCS-6056 [new]: Price Lists / MSF International Enhancements, ax incl~~ DEVDOCS-6056 [new]: Price Lists / MSF International Enhancements, add tax inclusive price lists Sep 25, 2024

bc-andreadao added 2 commits September 26, 2024 11:18

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bc-andreadao and others added 3 commits September 26, 2024 17:50

Merge branch 'main' into DEVDOCS-6056-tax-incl

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update intro in overview & description for 400 error

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Merge branch 'DEVDOCS-6056-tax-incl' of https://github.com/bigcommerc…

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…e/docs into DEVDOCS-6056-tax-incl

bc-andreadao marked this pull request as ready for review September 26, 2024 23:20

bc-andreadao requested review from megdesko and bc-vinbase September 26, 2024 23:21

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Co-authored-by: Meg Desko <[email protected]>

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DEVDOCS-6056 [new]: Price Lists / MSF International Enhancements, add tax inclusive price lists #550

DEVDOCS-6056 [new]: Price Lists / MSF International Enhancements, add tax inclusive price lists #550

bc-andreadao commented Sep 25, 2024 •

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		- You must [set the display price](https://support.bigcommerce.com/s/article/Product-Display-Settings?language=en_US#settings) to the lowest variant price when a shopper's preselected options don't match to a price.

		If your store doesn't have multiple storefronts, you can still create tax-inclusive or exclusive price lists and assign them to customer groups.


		Price lists will have a `prices_entered_with_tax` setting, which overrides the (default) global store setting. Use this setting to choose whether the price list is tax-inclusive or exclusive, or inherits the global settings. For details, see the [Price List endpoints](/docs/rest-management/price-lists) in the REST Management APIs.

		When you're using tax-inclusive price lists, tax-inclusive prices remain the same across all tax zones; the tax amount will vary based on the shopper's location.


		### Update Cornerstone theme

		If you have an empty price for a product (or variant) in a inclusive or exclusive price list, [update to Cornerstore](https://support.bigcommerce.com/s/article/Marketplace-Theme-Updates) version 6.15 or make adjustments to your current theme to handle `null` prices. You can view the changes required in the [Cornerstone reference PR](https://github.com/bigcommerce/cornerstone/pull/2486/files).

DEVDOCS-6056 [new]: Price Lists / MSF International Enhancements, add tax inclusive price lists #550

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DEVDOCS-6056 [new]: Price Lists / MSF International Enhancements, add tax inclusive price lists #550

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bc-andreadao commented Sep 25, 2024 • edited Loading

What changed?

Release notes draft

Anything else?

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