Quotes

For you as a CRMScript developer, working with quotes means that:

  • You won’t have to worry about miscalculating.
  • The sales details can be automatically updated.

CRMScript classes

There are no native CRMScript classes pertaining to quotes. Use the NetServer classes:

🛈 Note
Objects of type NSQuoteAlternative belonging to a specific quote version.

Frequently used fields

FieldDescription
quote_idID
SaleIdThe corresponding sale
QuoteConnectionIdThe ERP connection used for this quote
ActiveQuoteVersionIdThe latest version
AcceptedQuoteAlternativeIdThe alternative accepted by the customer
UseValuesFromQuoteWhether to update the sale (Earning, Earning_Percent and Amount)
DocumentIdThe quote document
PoNumberThe purchase order number

For a complete list of fields, see the database reference.

How-tos and examples