BackOffice ERPInstall

Summary

Update an existing estimate in the BackOffice ERP system by providing its ID and new details such as customer information, billing and shipping addresses, status, items, and other relevant fields.

Inputs

• Estimate Id (required) — Exact estimate ID number or a name/keyword to smart search the estimate.
• Customer (required) — Customer name, email, keyword, or numeric ID associated with the estimate.
• Billing Street (required) — Street address for billing.
• Number (required) — Estimate number; can be left empty to auto-generate.
• Date (required) — Estimate date in YYYY-MM-DD format or leave empty for today.
• Currency (required) — Currency code for the estimate.
• Status (required) — Status code of the estimate (e.g., Draft, Sent).
• Billing City — Billing city name.
• Billing State — Billing state name.
• Billing ZIP Code — Billing zip code.
• Billing Country — Billing country code.
• Include shipping="no" — Boolean flag to include shipping address.
• Show shipping on estimate — Boolean flag to display shipping details on the estimate.
• Shipping street — Shipping street address.
• Shipping city — Shipping city name.
• Shipping state — Shipping state name.
• Shipping zip — Shipping zip code.
• Shipping country — Shipping country code.
• Expirydate — Expiry date of the estimate.
• Tags — Comma-separated tags for the estimate.
• Reference no — Reference number associated with the estimate.
• Sale agent — Sale agent identifier.
• Discount type — Discount type, either 'before_tax' or 'after_tax'.
• Adminnote — Administrative notes for the estimate.
• Items — Existing items on the estimate with their IDs.
• Removed items — Items to be removed from the estimate.
• Newitems — New items to add to the estimate.
• Clientnote — Client notes to attach to the estimate.
• Terms — Terms associated with the estimate.

Output shape

a single record containing the updated estimate data or error details

Supports smart search for IDs where you can provide names or keywords instead of numeric IDs. If multiple matches occur for an ID search, a message with potential matches is returned. The operation requires and validates required fields and applies default values; it may return errors on missing mandatory information or duplicate matches.

Examples

Example 1: Update estimate with exact ID and modify customer, billing address, and status

Set 'Estimate Id' to an exact ID or name, update 'Customer' to a desired customer name or ID, fill in required billing fields and set 'Status', optionally modify items or add notes.