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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 (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)

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