Orders / B2B quotes synchronization with taxes and discount

Owned by Dev Team
Last updated: Aug 31, 2022 by Olena Mykhailova (Deactivated)
4 min read

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

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