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Quote

Price quotation for customer.

API Name: Quote

Fields

Field Type Description
name varchar Quote number (readOnly)
referenceIdentifier varchar Reference number (max 30)
automaticReferenceIdentifier multiIncrement Automatic number (NA-{YY}-{number})
status enum Quote status
account link Customer (required)
billingAddress address Billing address
shippingAddress address Shipping address
dateQuoted datetime Quote date (required, default: now)
deliveryDate date Delivery date
amount currency Amount (calculated)
grandTotalAmount floatCurrency Total amount (calculated)
taxAmount floatCurrency VAT (calculated)
discountAmount floatCurrency Discount (calculated)
paymentMethod enum Payment method
priceMarginPercentage percentage Margin (default: -1, max 100)
textBeforeItems wysiwyg Text before items
textAfterItems wysiwyg Text after items
description text Description
attachments attachmentMultiple Attachments
assignedUser link Assigned user

Enum Values

status:

Value Description Color
Draft Draft -
Presented Presented primary
Ordered Ordered success
Rejected Rejected danger

Relationships

Relationship Type Target Entity Description
account belongsTo Account Customer
items hasMany QuoteItem Items
invoices hasMany Invoice Invoices
salesOrders hasMany SalesOrder Sales Orders
purchaseOrders hasMany PurchaseOrder Purchase Orders