RelatedSalesDocument

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

COMING SOON This feature is currently in development and will be available in the next version. It’s already documented to keep you informed about its upcoming availability

This feature is currently under development and, although not available in the current version, its preliminary documentation is provided to give you a preview of the enhancements that will be included in an upcoming update.

HTTP	Operation	Type	Object	DTO Why-DTOs?
POST	Read	Query	`relatedSalesDocuments filtered by id` Why?
POST	List	Query	`relatedSalesDocuments`

Description

Related sales documents, known as RelatedSalesDocument in the API context and Related documents in the product interface.
This resource is used to represent relationships between sales documents (for example, when a quote is converted into an order or an invoice).
It stores both the link (originId) and the type of the origin document (originDocumentType), enabling you to navigate between related sales flows.

Unlike the main SalesDocument resources (quotes, orders, invoices), this entity focuses on the relationship itself rather than the transactional content.

Allowed transformations between sales documents

The table below shows which transformations are supported.

Transform from → to	Quote	Order	DeliveryNote	Invoice	Advance Invoice
Quote	❌	✅	✅	✅	✅
Order	❌	❌	✅	✅	✅
DeliveryNote	❌	❌	❌	✅	✅
Invoice	❌	❌	❌	❌	✅

graphQL Query

query ($quoteId: UUID!) {
  relatedSalesDocuments(
    where: {
    or: [
        { documentId: { eq: $quoteId } }
        { originId: { eq: $quoteId } }
    ]
    }
    order: { creationDate: ASC }
  ) {
    edges {
      node {
        documentId
        documentType
        operationalNumber
        documentDate
        originId
        originDocumentType
        status
        totalLiquid
      }
    }
  }
}

Variables

{
  "quoteId": "11111111-aaaa-bbbb-cccc-222222222222"
}

Example of Response

{
  "data": {
    "relatedSalesDocuments": {
      "edges": [
        {
          "node": {
            "documentId": "11111111-aaaa-bbbb-cccc-222222222222",
            "documentType": "QUOTE",
            "operationalNumber": "0011",
            "documentDate": "2025-10-05",
            "originId": null,
            "originDocumentType": null,
            "status": "Draft",
            "totalLiquid": 4620
          }
        },
        {
          "node": {
            "documentId": "33333333-aaaa-bbbb-cccc-444444444444",
            "documentType": "ORDER",
            "operationalNumber": "0020",
            "documentDate": "2025-10-15",
            "originId": "11111111-aaaa-bbbb-cccc-222222222222",
            "originDocumentType": "QUOTE",
            "status": "Draft",
            "totalLiquid": 300
          }
        },
        {
          "node": {
            "documentId": "55555555-aaaa-bbbb-cccc-666666666666",
            "documentType": "ORDER",
            "operationalNumber": "0023",
            "documentDate": "2025-10-16",
            "originId": "11111111-aaaa-bbbb-cccc-222222222222",
            "originDocumentType": "QUOTE",
            "status": "Closed",
            "totalLiquid": 600
          }
        }
      ]
    }
  }
}

Example 2: How to query the number of converted quotes?

graphQL Query

query ($startDate: DateTime!, $endDate: DateTime!) {
  relatedSalesDocuments(
    where: {
      documentDate: { gte: $startDate, lte: $endDate }
      originDocumentType: { eq: QUOTE }
    }
  ) {
    edges {
      node {
        originId
      }
    }
    aggregate(
      aggregateFields: ["originId|DISTINCTCOUNT"]
    ) {
      aggregates {
        value
      }
    }
  }
}

Variables

{
  "startDate": "2025-01-01",
  "endDate": "2025-12-31"
}

Example of Response

{
  "data": {
    "relatedSalesDocuments": {
      "edges": [],
      "aggregate": {
        "aggregates": [
          { "value": 12 }
        ]
      }
    }
  }
}

Key	Value
`Authorization`	Bearer Current access Token How to find?
`X-TenantId`	Current tenant id How to find?
`X-OrganizationId`	Current organization Id How to find?
`x-api-key`	Primary or secondary subscription key of your app How to find?