It’s a perfect demonstration of how you can leverage the API’s capabilities in real-world scenarios, significantly simplifying the quoting process.
Now, this application also allows you to import a complete set of demo data into the current company if it does not yet have any data.
Click here to access the example : Sample quotes
This section outlines the foundational role of Products in the scope of sales transactions.
Products serve as the foundational elements for creating and managing sales transactions.
The Products entity is pivotal in creating and managing Sales Quotes, Sales Orders, Sales Delivery Notes, and Sales
Products, both identified as Product in the API context and in the product interface, serve as the foundational elements for creating and managing sales transactions.
In the scope of sales documents, such as quotes, orders, delivery notes, and invoices, the Products entity plays a pivotal role.
Each product entry can include a comprehensive set of details, from basic identifiers like the product code and name, to more complex attributes like tax codes, discount rates, and stock levels.
This enables seamless generation and manipulation of various sales documents, ensuring both accuracy and consistency across transactions.
Additionally, the Products entity can be associated with various pricing models, such as standard rates, special discounts, promotional offers, and tiered pricing strategies. These associations help in automating the calculation of final costs in sales documents, making the process more efficient and less prone to errors.
Sales Tariffs, known as SalesTariff in the API context and Prices in the product interface, form the structural framework essential for crafting and administering pricing strategies within sales endeavors.
Each tariff (salesTariffs) is built upon a calculation type (new enforced price, % increment, value increment), under which specified products are categorized.
For each product added to the tariff (salesTariffLines), a value indicator is determined based on the calculation type.
Moreover, it’s feasible to modulate the value indicator according to ranges of minimum to maximum quantities (salesTariffLineStretch)
Sales Discounts, known as SalesDiscount in the API context and Discounts in the product interface.
This resource is crucial for managing discount strategies within your sales workflow.
It allows for the configuration of various types of discounts, such as volume-based discounts, seasonal discounts, or special promotional discounts, providing flexibility in sales promotions and revenue management.
The ProductPrice service is designed to provide detailed pricing and discount information for a product.
This pricing and discounting information is calculated based on a variety of rules and parameters, ensuring the most accurate and tailored result for your specific needs.
The service returns both the calculated discount and price for the product.
The service takes into account: