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Account Setup
From Dashboard, click Settings on the left sidebar. Then work through the items on the left as listed below.
| Instructions | |
|---|---|
| General | Enter your store information (business address, email, and EIN Number). |
| Team | Ensure everyone who needs to use Dashboard can access it. Add as many users as you like. Learn how to manage your team. |
| Billing | Review your payment plan, payment method, primary billing contact and their information then make changes as needed. |
| Tax documents | View step-by-step screenshots or follow the instructions below. 1. Click Create in the top right, then fill out the fields. 2. Click Save. A new line item will appear. 3. Click Sign. A new page will appear. 4. Click Start. 5. Click where indicated to sign and enter the date. 6. Click Finish. Once signed, the status for the line item will say “Completed.” Zonos will send your Form 1099-K for the tax year to you using the information you enter. |
| Landed cost settings | Select a default country of origin (where most of your products are manufactured) and input a default HS code. These defaults will be used to calculate a duty and tax quote if your products are not assigned a country of origin or HS code at the product level in your ecommerce store. |
| Buffers | Optional — Shipping buffers are a way for you to increase your margin or build certain costs into the amount your customer pays. You can add buffers on the shipping amount either per carrier or per shipping service level. |
| Tax IDs | Using the Zonos Landed Cost guarantee allows you to use our international tax IDs for low-value tax schemes like UK VAT, EU IOSS, and Norway VOEC. Other countries can require a tax ID if you sell above a certain threshold to them annually. If you have your own international tax IDs for Australia (ATO) or New Zealand (IRD), enter them in Dashboard. Additionally, let a member of our team know if you exceed the thresholds for Australia, New Zealand, or Singapore. If you do not meet the thresholds for these countries, you can skip this step. |
| Shipping Rates | First, Connect a carrier. If you want to use live rates from a carrier, click Connect carrier account in the top right. Live rates will use the weight of your products to calculate the cost of shipment. If your products do not have weights in your eCommerce platform, please contact us to help you set up a factor to estimate them. Second, add your warehouse locations by clicking Create warehouse. Optional — Third, if you have a rate sheet (a spreadsheet provided by your carrier, shipper, or 3PL) to upload for your rates, click Create custom service level to add your rate sheet to Dashboard. Lastly, Create a shipping zone. Within the shipping zone that you create, select the countries you want to ship to, the warehouse that ships there, and the shipping service levels you would like to offer to customers in those countries. You can create multiple shipping zones if you want these settings to vary by country. Optional — If you want to create shipping rules (such as free shipping over a certain amount or flat 10 USD shipping), learn how to create flat rate shipping options in the shipping zone. |
| Checkout settings | Customize what options you would like available in your checkout. Leave the Custom URL blank for all app integrations. Under “Notifications”, select which emails you would like Zonos to send your customers. |
| Design | Upload your logo and choose the colors you would like presented on your Checkout page. |
| Privacy | If you sell to Brazil or the EU, configure this page for EU GDPR & Brazil LGPD privacy compliance. |
| Payments | Sign up for Zonos Payments. This is how you will be able to take credit card payments from your international customers. |
| Shipping labels | Optional — If you ship all products in the same size box, you can enter your box dimensions here. Doing so will pre-fill the shipping box dimensions when printing labels from Dashboard. Otherwise, you can skip this step. |
| Catalog | Optional — Without product-specific information, we will return a landed cost using the defaults you have set up in your Landed Cost Settings. However, some information (such as HS codes, country of origin, weights, dimensions, and more) can vary on a product level. If you do not have this information in your eCommerce listings, you can enter additional product information into Catalog, which you can find in Dashboard. Use Import/export on the left sidebar to upload products in bulk. Some eCommerce platforms do not communicate certain product information. In that case, use Catalog to supplement your product information so that it can be used in our calculations. Find out what product information your eCommerce platform passes by default and what information should be entered into Catalog in the doc Product info by platform. You can also use Catalog to restrict items from being sold internationally. |
Optional — Set up cartonization
Cartonization is only available with a Premium platform fee.
Cartonization allows you to quote shipping costs based on your shipping box sizes rather than your item weights or item dimensions. To use cartonization, you must input your item dimensions into Catalog and send us a spreadsheet of your shipping box dimensions.
Account testing
Shipping Rates
To test your shipping rates, create a mock checkout in Dashboard:
- In Dashboard, go to Orders → Mock Checkout.
- Click on the Test product description and modify the order to be reasonable for your items.
- Click Generate checkout.
- Enter a valid international address. If you need to look up an address, use a random address generator.
If your shipping rates were successfully connected, you should see your shipping service levels in the middle of the page.
Shipping labels
If you plan to print your labels from Dashboard:
- Place a test order via Mock Checkout (using the steps above and the instructions in Test orders and iframes if needed).
- Navigate to Orders, and click on your test order.
- Click Create label.
- Enter your shipping information.
- Click Create label.
Your shipping label should generate if done correctly. If it does not, troubleshoot the label error that appears. Shipping service levels added via rate sheet are unable to generate labels via Dashboard. The rate sheet tells us the rate to quote for the shipment, but without a connected account for the service level, we cannot generate a label.
After testing, remember to void your shipping label, then cancel the test order.
Account setup for Zonos Checkout
Get your account up and running with Zonos Checkout.
Use the following to set up your account before going live with Checkout on BigCommerce, Magento, Miva, X-Cart, WooCommerce, or via a custom Zonos JS script.