How to set up B2C Widget checkout in Sync?

TB Sync · sales-channels · Last updated October 21, 2026 · Version 1

This process works in apps: TB Sync, TB POS, TB Books

This article will teach you how to set shop-by search, financing, the out-the-door price, services, tax, and checkout options for the B2C Widget.

B2C Widget settings live on the Settings tab of the sales channel. Search cards show the selling price per tire or wheel, an editable quantity (default 4), and an out-the-door total that includes the channel tax plus matching auto-add rules and mandatory services. Checkout uses that same total. The shop chooses whether a finished checkout becomes a Books quote or a work order.

Steps

• Open Sync → Sales Channels and open the B2C Widget channel. Open Settings. The Widgets tab is only the embed code.
• Under B2C Widget Categories, leave Tires, Wheels, or Packages on. Under Shop By, leave Shop by Vehicle, Shop by Tire Size, or Shop by Brand on. Wheel size and wheel brand use those same switches. Packages start from Shop by Vehicle. Search Filters is the sidebar list for tires, wheels, and parts. Drag a filter to change its order.
• Under Checkout & Orders, choose Create quote or Create work order. Create quote saves a Books quote and does not reserve stock. Create work order creates a work order and reserves the tires until you invoice or void it.
• Turn on Allow ship to address only if you ship tires. Turn on Require appointment only if checkout must book a service slot. Turn on Collect payment only if checkout should charge a card, then set the deposit percent. Card payments need Stripe. 100 charges the full total.
• Under Add to cart button, set the label on search results. Leave it blank to keep ADD TO CART. Product cards also show Compare and Details. Under Search result financing, set the financing name and months. The default is special financing for 6 months. Each card shows the installed total divided by the months. Add a Financing URL only if Learn how should open an application page. A blank URL hides that line.
• Under Widget auto-add rules, leave checked the mount, disposal, and other fee rules that belong in the out-the-door price. Uncheck a rule to keep it in POS and Books and take it off this website. Rules are created in POS or Books → Settings → Auto-add Rules.
• Under Tire quoter services, check Optional for a checkout add-on or Mandatory for the out-the-door price. A service that already has an auto-add rule is charged once. See How do mandatory and optional services work on the B2C Widget?.
• Under Checkout tax rate, leave the organization default or pick another rate for this channel. Canadian shops see Checkout tax province instead (blank uses the default installer location province). See How is tax charged on B2B and B2C Widget checkout?.
• Under Installer Locations, check every licensed shop location customers may choose. At least one is required. The first checked location is the widget default.
• Save the channel, open the widget preview, confirm a product card shows price per unit plus out the door for 4, then add to cart and complete checkout.

Conclusion & best practices

Customers only see the locations you selected. The out-the-door price on the search card is what checkout charges. Tax, auto-add rules, and mandatory services change that total before the shopper pays. If ship-to-address is off, checkout goes straight to those licensed shops. Paste the embed from the Widgets tab. A site you already have does not need a custom domain. See How to embed website widgets from a sales channel in Sync?.