Actions39
- Catalog Operation Actions
- Common Operation Actions
- Contact Operation Actions
- HRMS Operation (India) Actions
- Purchase Operation Actions
- Sales Operation Actions
- Tax Operation (India) Actions
Sales Operation → Create Quote
AI-generatedOverview
This node facilitates the creation of a sales quote in the LEDGERS system. It is designed for users who need to generate detailed quotes for potential sales, including customer contact information, itemized product or service details, and additional optional fields such as billing and shipping addresses, payment options, and terms and conditions. This node is particularly useful for sales teams and businesses managing quotes and invoices digitally, ensuring accurate and structured data submission to the LEDGERS API.
Use Case Examples
- A sales representative creates a quote for a client including multiple items with specific tax rates and discounts.
- A business automates quote generation with customer contact details and shipping information for faster sales processing.
Properties
| Name | Meaning |
|---|---|
| Contact | Collection of contact details for the quote recipient, including business country, name, email, mobile, tax number, and place of supply. |
| Items | Collection of items included in the quote, each with details such as description, discount, item code, name, type, quantity, rate, tax rate, and price type. |
| Seller Branch ID | Identifier for the seller's branch, required for operations in India. |
| Additional Fields | Optional additional fields for the quote such as bank ID, billing and shipping addresses, billing currency, estimate date and number, notification and payment link preferences, terms and conditions, and validity date. |
Output
JSON
quoteId- Unique identifier of the created quote.status- Status of the quote creation operation.message- Additional message or information about the quote creation.
Dependencies
- LEDGERS API key credential for authentication and API access
Troubleshooting
- Authentication failures due to incorrect API credentials or expired tokens. Ensure the API key, email, and password are correct and valid.
- Missing required fields such as Contact or Items may cause the quote creation to fail. Ensure all mandatory fields are provided.
- Invalid country codes or tax rates may result in errors. Verify that the selected options are valid and supported by the API.
- Network or API endpoint issues can cause request failures. Check network connectivity and API URL configuration.