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  1. Orders / B2B quotes synchronization with taxes

Preconditions:

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

b) Enabled mapping for B2B Opportunity and Opportunity

  • Calculation Method Based On - Total (Tax is calculated based on the subtotal of all products in an order)

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 (Tax is calculated for each row of products in the shopping cart)

Example: Quote page (Admin Panel)

Example: Salesforce B2B Quote Opportunity (Shipping not included)

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