Orders / B2B quotes synchronization with taxes
Preconditions:
a) Configured and enabled tax rule - 8.2500 Rate Percent for example
b) Configured and enabled Cart Price Rules - Discount Amount 10%
c) Enabled mapping for B2B Opportunity and Opportunity
Calculation Method Based On - Total (Magento applies tax to all items in the cart separately, adds them together, and then applies rounding.)
-Example: Quote page (Admin Panel)
-Example: Salesforce B2B Quote Opportunity (Shipping not included)
Grand Total = Subtotal + Tax Fee
-Example: Salesforce Order Opportunity (Shipping included)
Grand Total = Subtotal + Tax Fee + Shipping Fee
Calculation Method Based On - Unit price (calculation means that Magento calculates taxes on each quantity of each product in the cart, then rounds those-up and adds them together.)
-Example: Quote page (Admin Panel)
-Example: Salesforce B2B Quote Opportunity (Shipping not included)
Grand Total = Subtotal + Tax Fee
-Example: Salesforce Order Opportunity (Shipping included)
Grand Total = Subtotal + Tax Fee + Shipping Fee
Calculation Method Based On - Row Total (calculation means that Magento taxes each row item without discounts and adds the other rows to form a taxed total price)
- Example: Quote page (Admin Panel)
-Example: Salesforce B2B Quote Opportunity (Shipping not included)
-Example: Salesforce Order Opportunity (Shipping included)
Grand Total = Subtotal + Tax Fee + Shipping Fee
Orders synchronization with taxes - Apply Customer Tax
After discount (Magento applies tax After the product’s price reduction is applied by shopping cart price rules and coupons)
-Example: Order page (Admin Panel)
-Example: Salesforce Order Opportunity (Shipping included)
Grand Total = Subtotal + Tax Fee + Shipping Fee - Discount
Before discount (Magento applies tax Before the product’s price reduction is applied by shopping cart price rules and coupons)
-Example: Order page (Admin Panel)
-Example: Salesforce Order Opportunity (Shipping included)
Grand Total = Subtotal + Tax Fee + Shipping Fee - Discount
Quote synchronization with taxes and Negotiated Price (Percentage Discount, Amount Discount, Proposed Price)
-Example Quote page (Admin Panel) - Tax always applies after negotiated Price
-Example: Salesforce Order Opportunity (Shipping included)
Grand Total = Subtotal + Tax Fee + Shipping Fee
Orders synchronization with taxes - apply Discount On Prices
Excluding tax (discounts applied on product price excluding tax)
Total Due = Subtotal - Discount (10% from Subtotal) + Tax (8.25% from Subtotal) + Shipping
-Example: Order page (Admin Panel)
-Example: Salesforce Order Opportunity (Shipping included)
Grand Total = Subtotal + Tax Fee + Shipping Fee - Discount
Including tax (discounts applied on product price including tax)
Total Due = Subtotal + Tax (8.25% from Subtotal) - Discount (10% from Subtotal + tax) + Shipping
-Example: Order page (Admin Panel)
-Example: Salesforce Order Opportunity (Shipping included)
Grand Total = Subtotal + Tax Fee + Shipping Fee - Discount
