Quotation

A price offered to a customer before the sale, which can become an order.

Area: Sales and returns · Why it is here: retail core · Fields: 81 · Submitted (booked) records: send docstatus: 1 to book it as you create it, or submit a draft with submit.

Read and write it

Every call runs as your app's own user, with its key in one header, at the retailer's own address. The user reads and writes only what its role allows: your app's user, and the rights the retailer gives it.

Read a list (only name unless you ask for fields):

curl -s "https://⟨site⟩/api/resource/Quotation?fields=%5B%22*%22%5D&limit_page_length=20" \
  -H "Authorization: token ⟨api key⟩:⟨api secret⟩"

Read one, with its tables:

curl -s "https://⟨site⟩/api/resource/Quotation/⟨name⟩" -H "Authorization: token ⟨api key⟩:⟨api secret⟩"

Create one (the required fields first), if your app's role may:

curl -s -X POST "https://⟨site⟩/api/resource/Quotation" -H "Authorization: token ⟨api key⟩:⟨api secret⟩" \
  -H "Content-Type: application/json" -d '{"naming_series": …, "quotation_to": …, "transaction_date": …, "order_type": …, "company": …, "currency": …}'

Change one with PUT /api/resource/Quotation/⟨name⟩ and the fields you change; a table sent there replaces its rows, so send its existing rows too. All the record calls and their answers: the API reference.

Fields

Read from the product at POS 2.1.0.667 (till app 60147699c): its own fields, the fields iVendNext adds to it, and iVendNext's changes to any of them. Read-only fields are set by iVendNext; a hidden one is not on the form but can be read. Every record also has name (its id, in the address), owner, creation, modified, modified_by and docstatus (0 a draft, 1 submitted, 2 cancelled), all read-only.

Field	Field name	Type	Required	Read-only	Hidden	Links to
Title	`title`	Data			yes
Series	`naming_series`	Select	yes			one of: SAL-QTN-.YYYY.-
Quotation To	`quotation_to`	Link	yes			DocType
Party	`party_name`	Dynamic Link
Customer Name	`customer_name`	Data		yes	yes
Date	`transaction_date`	Date	yes
Valid Till	`valid_till`	Date
Order Type	`order_type`	Select	yes			one of: Sales, Maintenance, Shopping Cart
Company	`company`	Link	yes			Company
Amended From	`amended_from`	Link		yes		Quotation
Currency	`currency`	Link	yes			Currency
Exchange Rate	`conversion_rate`	Float	yes
Price List	`selling_price_list`	Link	yes			Price List
Price List Currency	`price_list_currency`	Link	yes	yes		Currency
Price List Exchange Rate	`plc_conversion_rate`	Float	yes
Ignore Pricing Rule	`ignore_pricing_rule`	Check
Scan Barcode	`scan_barcode`	Data
Items	`items`	Table	yes			Quotation Item
Total Quantity	`total_qty`	Float		yes
Total Net Weight	`total_net_weight`	Float		yes
Total (Company Currency)	`base_total`	Currency		yes
Net Total (Company Currency)	`base_net_total`	Currency		yes
Total	`total`	Currency		yes
Net Total	`net_total`	Currency		yes
Tax Category	`tax_category`	Link				Tax Category
Sales Taxes and Charges Template	`taxes_and_charges`	Link				Sales Taxes and Charges Template
Shipping Rule	`shipping_rule`	Link				Shipping Rule
Incoterm	`incoterm`	Link				Incoterm
Named Place	`named_place`	Data
Sales Taxes and Charges	`taxes`	Table				Sales Taxes and Charges
Total Taxes and Charges (Company Currency)	`base_total_taxes_and_charges`	Currency		yes
Total Taxes and Charges	`total_taxes_and_charges`	Currency		yes
Grand Total (Company Currency)	`base_grand_total`	Currency		yes
Rounding Adjustment (Company Currency)	`base_rounding_adjustment`	Currency		yes
Rounded Total (Company Currency)	`base_rounded_total`	Currency		yes
In Words (Company Currency)	`base_in_words`	Data		yes
Grand Total	`grand_total`	Currency		yes
Rounding Adjustment	`rounding_adjustment`	Currency		yes
Rounded Total	`rounded_total`	Currency		yes
Disable Rounded Total	`disable_rounded_total`	Check
In Words	`in_words`	Data		yes
Apply Additional Discount On	`apply_discount_on`	Select				one of: Grand Total, Net Total
Additional Discount Amount (Company Currency)	`base_discount_amount`	Currency		yes
Coupon Code	`coupon_code`	Link				Coupon Code
Additional Discount Percentage	`additional_discount_percentage`	Float
Additional Discount Amount	`discount_amount`	Currency
Referral Sales Partner	`referral_sales_partner`	Link				Sales Partner
Taxes and Charges Calculation	`other_charges_calculation`	Text Editor		yes
Bundle Items	`packed_items`	Table				Packed Item
Pricing Rule Detail	`pricing_rules`	Table		yes		Pricing Rule Detail
Customer Address	`customer_address`	Link				Address
Address	`address_display`	Small Text		yes
Contact Person	`contact_person`	Link				Contact
Contact	`contact_display`	Small Text		yes
Mobile No	`contact_mobile`	Small Text		yes
Contact Email	`contact_email`	Data		yes	yes
Shipping Address	`shipping_address_name`	Link				Address
Shipping Address	`shipping_address`	Small Text		yes
Company Address Name	`company_address`	Link				Address
Company Address	`company_address_display`	Small Text		yes
Company Contact Person	`company_contact_person`	Link				Contact
Payment Terms Template	`payment_terms_template`	Link				Payment Terms Template
Payment Schedule	`payment_schedule`	Table				Payment Schedule
Terms	`tc_name`	Link				Terms and Conditions
Term Details	`terms`	Text Editor
Auto Repeat	`auto_repeat`	Link		yes		Auto Repeat
Letter Head	`letter_head`	Link				Letter Head
Group same items	`group_same_items`	Check
Print Heading	`select_print_heading`	Link				Print Heading
Print Language	`language`	Data		yes
Lost Reasons	`lost_reasons`	Table MultiSelect		yes		Quotation Lost Reason Detail
Competitors	`competitors`	Table MultiSelect				Competitor Detail
Detailed Reason	`order_lost_reason`	Small Text
Status	`status`	Select	yes	yes		one of: Draft, Open, Replied, Partially Ordered, Ordered, Lost, Cancelled, Expired
Customer Group	`customer_group`	Link			yes	Customer Group
Territory	`territory`	Link				Territory
Campaign	`campaign`	Link				Campaign
Source	`source`	Link				Lead Source
Opportunity	`opportunity`	Link		yes		Opportunity
Supplier Quotation	`supplier_quotation`	Link				Supplier Quotation
Opportunity Item	`enq_det`	Text		yes	yes

Table: Competitor Detail

The rows of competitors. Each row also has idx (its place), parent, parentfield and parenttype.

Field	Field name	Type	Required	Read-only	Hidden	Links to
Competitor	`competitor`	Link	yes			Competitor

Table: Packed Item

The rows of packed_items. Each row also has idx (its place), parent, parentfield and parenttype.

Field	Field name	Type	Read-only	Hidden	Links to
Parent Item	`parent_item`	Link	yes		Item
Item Code	`item_code`	Link	yes		Item
Item Name	`item_name`	Data	yes
Description	`description`	Text Editor
From Warehouse	`warehouse`	Link			Warehouse
To Warehouse (Optional)	`target_warehouse`	Link			Warehouse
Conversion Factor	`conversion_factor`	Float
Qty	`qty`	Float	yes
Rate	`rate`	Currency	yes
UOM	`uom`	Link	yes		UOM
Use Serial No / Batch Fields	`use_serial_batch_fields`	Check
Serial and Batch Bundle	`serial_and_batch_bundle`	Link			Serial and Batch Bundle
Serial No	`serial_no`	Text
Batch No	`batch_no`	Link			Batch
Actual Batch Quantity	`actual_batch_qty`	Float	yes
Actual Qty	`actual_qty`	Float	yes
Projected Qty	`projected_qty`	Float	yes
Ordered Qty	`ordered_qty`	Float	yes
Packed Qty	`packed_qty`	Float	yes
Incoming Rate	`incoming_rate`	Currency	yes
Picked Qty	`picked_qty`	Float	yes
Page Break	`page_break`	Check	yes
Prevdoc DocType	`prevdoc_doctype`	Data	yes	yes
Parent Detail docname	`parent_detail_docname`	Data	yes	yes

Table: Payment Schedule

The rows of payment_schedule. Each row also has idx (its place), parent, parentfield and parenttype.

Field	Field name	Type	Required	Read-only	Links to
Payment Term	`payment_term`	Link			Payment Term
Description	`description`	Small Text
Due Date	`due_date`	Date	yes
Mode of Payment	`mode_of_payment`	Link			Mode of Payment
Invoice Portion	`invoice_portion`	Percent
Discount Type	`discount_type`	Select			one of: Percentage, Amount
Discount Date	`discount_date`	Date
Discount	`discount`	Float
Payment Amount	`payment_amount`	Currency	yes
Outstanding	`outstanding`	Currency		yes
Paid Amount	`paid_amount`	Currency
Discounted Amount	`discounted_amount`	Currency		yes
Payment Amount (Company Currency)	`base_payment_amount`	Currency

Table: Pricing Rule Detail

The rows of pricing_rules. Each row also has idx (its place), parent, parentfield and parenttype.

Field	Field name	Type	Read-only	Hidden	Links to
Pricing Rule	`pricing_rule`	Link	yes		Pricing Rule
Item Code	`item_code`	Data	yes
Margin Type	`margin_type`	Data	yes	yes
Rate or Discount	`rate_or_discount`	Data	yes	yes
Child Docname	`child_docname`	Data	yes	yes
Rule Applied	`rule_applied`	Check	yes

Table: Quotation Item

The rows of items. Each row also has idx (its place), parent, parentfield and parenttype.

Field	Field name	Type	Required	Read-only	Hidden	Links to
Item Code	`item_code`	Link				Item
Customer's Item Code	`customer_item_code`	Data		yes	yes
Item Name	`item_name`	Data	yes
Description	`description`	Text Editor
Item Group	`item_group`	Link		yes	yes	Item Group
Brand	`brand`	Link		yes	yes	Brand
Image	`image`	Attach			yes
Quantity	`qty`	Float	yes
Stock UOM	`stock_uom`	Link		yes		UOM
UOM	`uom`	Link	yes			UOM
UOM Conversion Factor	`conversion_factor`	Float	yes	yes
Qty as per Stock UOM	`stock_qty`	Float		yes
Qty (Warehouse)	`actual_qty`	Float		yes
Qty (Company)	`company_total_stock`	Float		yes
Price List Rate	`price_list_rate`	Currency		yes
Price List Rate (Company Currency)	`base_price_list_rate`	Currency		yes
Margin Type	`margin_type`	Select				one of: Percentage, Amount
Margin Rate or Amount	`margin_rate_or_amount`	Float
Rate With Margin	`rate_with_margin`	Currency		yes
Discount (%) on Price List Rate with Margin	`discount_percentage`	Percent
Discount Amount	`discount_amount`	Currency
Rate With Margin (Company Currency)	`base_rate_with_margin`	Currency		yes
Rate	`rate`	Currency
Net Rate	`net_rate`	Currency		yes
Amount	`amount`	Currency		yes
Net Amount	`net_amount`	Currency		yes
Item Tax Template	`item_tax_template`	Link				Item Tax Template
Rate (Company Currency)	`base_rate`	Currency		yes
Net Rate (Company Currency)	`base_net_rate`	Currency		yes
Amount (Company Currency)	`base_amount`	Currency		yes
Net Amount (Company Currency)	`base_net_amount`	Currency		yes
Pricing Rules	`pricing_rules`	Small Text		yes	yes
Rate of Stock UOM	`stock_uom_rate`	Currency		yes
Is Free Item	`is_free_item`	Check		yes
Is Alternative	`is_alternative`	Check
Has Alternative Item	`has_alternative_item`	Check		yes	yes
Valuation Rate	`valuation_rate`	Currency		yes
Gross Profit	`gross_profit`	Currency		yes
Weight Per Unit	`weight_per_unit`	Float		yes
Total Weight	`total_weight`	Float		yes
Weight UOM	`weight_uom`	Link		yes		UOM
Warehouse	`warehouse`	Link				Warehouse
Against Blanket Order	`against_blanket_order`	Check
Blanket Order	`blanket_order`	Link				Blanket Order
Blanket Order Rate	`blanket_order_rate`	Currency		yes
Against Doctype	`prevdoc_doctype`	Link		yes	yes	DocType
Against Docname	`prevdoc_docname`	Dynamic Link		yes
Projected Qty	`projected_qty`	Float		yes
Item Tax Rate	`item_tax_rate`	Code		yes	yes
Additional Notes	`additional_notes`	Text
Page Break	`page_break`	Check

Table: Quotation Lost Reason Detail

The rows of lost_reasons. Each row also has idx (its place), parent, parentfield and parenttype.

Field	Field name	Type	Required	Read-only	Hidden	Links to
Quotation Lost Reason	`lost_reason`	Link				Quotation Lost Reason

Table: Sales Taxes and Charges

The rows of taxes. Each row also has idx (its place), parent, parentfield and parenttype.

Field	Field name	Type	Required	Read-only	Hidden	Links to
Type	`charge_type`	Select	yes			one of: Actual, On Net Total, On Previous Row Amount, On Previous Row Total, On Item Quantity
Reference Row #	`row_id`	Data
Account Head	`account_head`	Link	yes			Account
Item (added by iVendNext)	`custom_item`	Link				Item
On Item Row (added by iVendNext)	`custom_on_item_row`	Int
Surcharge (added by iVendNext)	`custom_surcharge`	Link				Surcharge
Surcharge Amount (added by iVendNext)	`custom_surcharge_amount`	Float
Final Amount (added by iVendNext)	`custom_final_amount`	Float
Description	`description`	Small Text	yes
Is this Tax included in Basic Rate?	`included_in_print_rate`	Check
Considered In Paid Amount	`included_in_paid_amount`	Check
Discount Type (added by iVendNext)	`custom_discount_type`	Select				one of: Flat Amount, Percentage
Discount Amount (added by iVendNext)	`custom_discount_amount`	Float
Tax Template (added by iVendNext)	`custom_tax_template`	Link				Item Tax Template
Applied Tax Amount (added by iVendNext)	`custom_applied_tax_amount`	Float
Discountable (added by iVendNext)	`custom_discountable`	Check
Taxable (added by iVendNext)	`custom_taxable`	Check
Refundable (added by iVendNext)	`custom_refundable`	Check
Load on Item Cost (added by iVendNext)	`custom_load_on_item_cost`	Check
Is return (added by iVendNext)	`custom_is_return`	Check		yes
Tax Rate (added by iVendNext)	`custom_tax_rate`	Percent
Tax Per Item (added by iVendNext)	`custom_tax_per_item`	Float
Cost Center	`cost_center`	Link				Cost Center
Tax Rate	`rate`	Float
Account Currency	`account_currency`	Link		yes		Currency
Amount	`tax_amount`	Currency
Total	`total`	Currency		yes
Tax Amount After Discount Amount	`tax_amount_after_discount_amount`	Currency		yes
Amount (Company Currency)	`base_tax_amount`	Currency		yes
Total (Company Currency)	`base_total`	Currency		yes
Tax Amount After Discount Amount (Company Currency)	`base_tax_amount_after_discount_amount`	Currency		yes
Item Wise Tax Detail	`item_wise_tax_detail`	Code		yes	yes
Dont Recompute tax	`dont_recompute_tax`	Check		yes	yes

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