Organization Sales Setup

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Accounts Accounting Entries Products Customers Sales quotes Sales invoices Suppliers Purchase invoices

HTTP Operation Type Object
Query organizationSalesSetupByOrgId

Description

The organizationSalesSetupByOrgId operation allows developers to fetch detailed sales setup information for a specific organization. This setup includes key parameters necessary for managing sales, purchase invoices, inventory, and discount configurations effectively.

The details retrieved by this operation include:

  • Discount groups and tariff IDs
  • Default journal types and session IDs for purchase and sales invoices
  • Stock, serial number, and batch number configurations
  • Valuation methods and tax group settings

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How to use organizationSalesSetupByOrgId ?

graphQL Query
query ($id: ID!) {
    organizationSalesSetupByOrgId(id: $id) {
        salesInvoiceDefaultPresetTextId
        salesCreditNoteDefaultPresetTextId
        salesDeliveryNoteDefaultPresetTextId
        salesOrderDefaultPresetTextId
        useSalesTracking
        useVATRatesForDOM
        defaultSalesPostingInvoiceJournalTypeId
        defaultSalesPostingInvoiceSessionId
        defaultPurchasePostingInvoiceJournalTypeId
        defaultPurchasePostingInvoiceSessionId
        askGenerateNonIdentifiedSalesInvoicesByDefault
        nonIdentifiedSalesInvoiceMaxAmount
    }
}
graphQL Variables

{
    "id":"{{X-OrganizationId}}"
}
Example Response
{
    "data": {
        "organizationSalesSetupByOrgId": {
            "salesInvoiceDefaultPresetTextId": "01234567-89ab-cdef-0123-456789abcdef",
            "salesCreditNoteDefaultPresetTextId": "41234567-89ab-cdef-0123-456789abcdef",
            "salesDeliveryNoteDefaultPresetTextId": "52234567-89ab-cdef-0123-456789abcdef",
            "salesOrderDefaultPresetTextId": "63234567-89ab-cdef-0123-456789abcdef",
            "useSalesTracking": true,
            "useVATRatesForDOM": false,
            "defaultSalesPostingInvoiceJournalTypeId": "81234567-89ab-cdef-0123-456789abcdef",
            "defaultSalesPostingInvoiceSessionId": "71234567-89ab-cdef-0123-456789abcdef",
            "defaultPurchasePostingInvoiceJournalTypeId": "a1234567-89ab-cdef-0123-456789abcdef",
            "defaultPurchasePostingInvoiceSessionId": "882f7366-8927-49c3-aa01-2162ea3d2439",
            "askGenerateNonIdentifiedSalesInvoicesByDefault": true,
            "nonIdentifiedSalesInvoiceMaxAmount": 400
        }
    }
}
Key Value
Authorization Bearer Current access Token How to find?
X-TenantId Current tenant id Why deprecated ?
X-OrganizationId Current organization Id How to find?
x-api-key Primary or secondary subscription key of your app How to find?

organizationSalesSetupByOrgId

Fields Type Description
id UUID Id
     
Sales    
salesDeliveryNoteDefaultPresetTextId UUID Id of the default preset text for delivery notes
salesOrderDefaultPresetTextId UUID Id of the the default preset text for orders
salesInvoiceDefaultPresetTextId UUID Id of the default preset text for sales invoices
salesCreditNoteDefaultPresetTextId UUID Id of the default preset text for sales credit notes
salesReceiptDefaultPresetTextId UUID Id of the default preset text for sales receipts
     
useSalesTracking Boolean Indicates if sales tracking is enabled
useVATRatesForDOM Boolean Indicates if VAT rates for DOM are used
     
Spain (simplified invoice)    
askGenerateNonIdentifiedSalesInvoicesByDefault Boolean Use simplified invoices for individual customers by default
nonIdentifiedSalesInvoiceMaxAmount Decimal Warning limit for simplified invoice amounts
     
Posting Sales Invoices    
defaultSalesPostingInvoiceJournalTypeId UUID Default journal type ID for sales invoices
defaultSalesPostingInvoiceSessionId UUID Default session ID for sales invoices
     
Posting Purchase Invoices    
defaultPurchasePostingInvoiceJournalTypeId UUID Default journal type ID for purchase invoices
defaultPurchasePostingInvoiceSessionId UUID Default session ID for purchase invoices
Info
  • salesReceiptDefaultPresetTextId:
    • Unused for the French market
    • Unused for the Spanish market
    • Unused for the German market
    • (PT content to be validated with product team)
  • useVATRatesForDOM

    This allows you to select VAT rates for DOM in sales entities.

    • Not used for Spanish Market
    • Not used for German Market
    • Not used for Portuguese Market
  • defaultSalesPostingInvoiceSessionId
    • Not used for French Market
    • Not used for Spanish Market

    Used to define the Session preference for posting a sales invoice to your accounting records.

    • Not used for Portuguese Market
  • defaultPurchasePostingInvoiceSessionId
    • Not used for French Market
    • Not used for Spanish Market

    Used to define the Session preference for posting a purchase invoice to your accounting records.

    • Not used for Portuguese Market
Simplified Invoices
  • askGenerateNonIdentifiedSalesInvoicesByDefault
  • nonIdentifiedSalesInvoiceMaxAmount:
    • Unused (Spain only).
    • askGenerateNonIdentifiedSalesInvoicesByDefault: When true, simplified invoices are used for individual customers by default.
    • nonIdentifiedSalesInvoiceMaxAmount: Warning threshold for simplified invoice amounts.
    • Unused (Spain only).
    • Unused (Spain only).