Create a Deal Template for Cart pages in Dash

In B2BDash, you can create Deal Types and Deal Templates for common products, services, or projects. This will allow you to save time when creating Deals and recording sales.

To Add Deal Types and Templates follow the steps below:

STEP 1

Create a payment template (Deal)

Go to the Admin Panel and select Payments > Add a New Payment type.

Type your deal name and hit save

STEP 2

Add a payment template.

Go to the Admin Panel > Payments > and select Payment Templates > Add New Payment Template

STEP 3

Select "Deals" from the left menu

So you've now created a deal template! Next step will be to add a cart page where you can use the deal templates on. Think of Deal Templates as the internal view of your client's payments while Cart pages are the client facing view of the deals.

STEP 4

Last step would be to setup your tax rates. List any tax rates such as GST, Sales Tax, VAT, etc that you need to charge your clients.

Click Save once done.