Note: If you use the No, I will enter prices exclusive of tax setting for Sales prices in WooCommerce, you can ignore the tax rates field during WooCommerce initial connection as it will not have any effect on the data import. If you use Yes, I will enter prices inclusive of tax setting in WooCommerce, we suggest reading further. You can check your settings in WooCommerce from "WooCommerce" > "Settings" and then select "Tax" from the top menu.
The tax rate setting in the connection configuration of WooCommerce integration is important for defining Default sales prices for products on product cards in Katana.
Price per unit on Sales Orders (SO) synced from WooCommerce will always match the Cost for a product on a WooCommerce SO even if it's different from the Default sales price for the product in Katana.
In Katana, default Sales prices for products (defined on product cards) do not include any taxes. Taxes are added to products on Sales orders.
In WooCommerce, the user can select whether taxes are included or not included in product prices. WooCommerce user can change this global store setting in WooCommerce from "WooCommerce" > "Settings" > "Tax".
Therefore, how Default Sales Prices are recorded in Katana for products imported from WooCommerce is dependent on your tax settings in WooCommerce.
- If you use "Yes, I will enter prices inclusive of tax" setting in WooCommerce, then we ask for the default tax rate in order to calculate the Default sales price for products in Katana without the taxes.
- If you use "No, I will enter prices exclusive of tax" setting in WooCommerce, then we ignore the default tax rate when defining Default sales prices for products imported from WooCommerce.
Example 1
- WooCommerce store is using "Yes, I will enter prices inclusive of tax" setting.
- Price of a product in WooCommerce is USD 100 (taxes included).
- Tax rate is 20% VAT.
- Katana imports product data and sets the taxes excluded Default Sales Price in Katana to USD 83.33 (formula: 100/(1+20%))
Example 2
- WooCommerce store is using "No, I will enter prices exclusive of tax" setting.
- Price of a product in WooCommerce is USD 100 (taxes excluded).
- Katana imports product data and sets the taxes excluded Sales Price in Katana to USD 100.