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NOTE: this functionality is released in the next module versions:

for Magento 2.4.3: tnw/sforceb2b version 2.7.91
for Magento 2.4.4: tnw/sforceb2b version 2.8.7

Orders / B2B quotes synchronization with taxes

Preconditions:

a) Configured and enabled tax rule - 8.2500 Rate Percent for example

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b) Configured and enabled Cart Price Rules - Discount Amount 10%

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c) Enabled mapping for B2B Opportunity and Opportunity

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-Example: Salesforce B2B Quote Opportunity (Shipping not included)

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-Example: Salesforce Order Opportunity (Shipping included)

Grand Total = Subtotal + Tax Fee + Shipping Fee

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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)

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-Example: Salesforce Order Opportunity (Shipping included)

Grand Total = Subtotal + Tax Fee + Shipping Fee - Discount

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  • 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)

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-Example: Salesforce Order Opportunity (Shipping included)

Grand Total = Subtotal + Tax Fee + Shipping Fee - Discount

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Quote synchronization with taxes and Negotiated Price (Percentage Discount, Amount Discount, Proposed Price)

-Example Quote page (Admin Panel) - Tax always applies after negotiated Price

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-Example: Salesforce Order Opportunity (Shipping included)

Grand Total = Subtotal + Tax Fee + Shipping Fee

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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)

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-Example: Salesforce Order Opportunity (Shipping included)

Grand Total = Subtotal + Tax Fee + Shipping Fee - Discount

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  • 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)

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-Example: Salesforce Order Opportunity (Shipping included)

Grand Total = Subtotal + Tax Fee + Shipping Fee - Discount

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