Sample of Quotes Management

Jumpstart your journey with Sage Active Public API V1!

Our custom-designed sample application is a boon for developers looking to harness Sage Active Public API.

It enables swift quote generation through user-friendly templates – just input quantities and you’re set.
It allows the import of a demonstration dataset specific to each legislation (FR, ES, or DE).
This application isn’t just about ease; it’s a practical starting point, guiding you through implementing the API efficiently in real-world scenarios.

Test the app and then customize it to your liking!

This app is provided as an example and is connected to Sage Active Stage solely for testing purposes.
It is intended to illustrate a use case of Sage Active Public API V1.

You are free to adapt it, draw inspiration from it, and use the source code to develop your own app that you can then deploy on Sage Active environnements.

But first, you can test it online with just a click.

Discover a summary of its features below, optionally configure your Sage Active to take full advantage of the app, and then try it out without delay.

Sample quotes / 1. Sage Active Configuration (Optional)
Sample quotes / 2. Test the app Online

Description

This application is a frontend application that communicates with Sage Active Public API via a backend proxy responsible for redirecting API calls.
It manages user authentication processes and user roles, securing access to the public API.

It facilitates easy creation of quotes using templates, applicable to both clients registered in Sage Active and leads, enabling users to view, modify, or delete these quotes. Additionally, the app permits importing a demonstration dataset tailored to each specific legislation, such as FR, ES, or DE.

Here are the functional and technical advantages of this application:

• Authentication

  • Functional: The user accesses the same data through the app as they would in their Sage Active
  • Technical: The application integrates Authentication / 3. Oauth 2.0 Principles (Single Page App).
    

  

• Import Demo Data

  • Functional: You can easily import a demo dataset into your organization. This includes customers, suppliers, employees, products, accounting accounts, fiscal years, and accounting entries.

  • Technical: Mutations for importing the Standard accounting plan, creating Customers, Suppliers, Employees, Products, Fiscal years, and Accounting Entries.

    Sample quotes / 6. Import Demo Data

  

• Customer Search

  • Functional: Users can search for a customer using a quote or directly by their code or keywords in their name.
    For example, to find the customer “SMITH CORP” using “corp sm” or “smit co”
  • Technical: Use of Customer

  

• Quick Quote Entry

  • Functional: The application uses a template principle to offer the user product grids, where they only need to enter quantities for the products they wish to sell to their client. Users can add products not present in the template and even create new products on the fly.
    For example, to find the product “SILVER RING” using “sil rin” or “rin sil”
  • Technical: Use of Product, ProductPrice, SalesTariff, SalesDiscount

  

• Viewing, Editing, Duplicating, Deleting, Previewing

  • Functional: It is then possible to view the entered quotes, edit or duplicate them, delete them, and even display a PDF preview.
  • Technical: Use of SalesQuotes

  

• Create a Quote for a Lead

  • Functional: Allows the creation of a quote without linking it to an existing customer by entering the lead’s information.
    This feature enables users to generate preliminary quotes for potential clients who are not yet registered as customers.
  • Technical: Use of SalesQuotes