Sales APIs
Description
Sales process APIs covering the full quote-to-invoice flow: customers, opportunities, sales quotes, sales orders, invoicing, credit notes, contracts, pricing, forecasting, and recurring billing.
Tags and resources
Advance invoice plan
Defines pre-shipment invoice milestones on a sales order, enabling advance invoicing before goods are delivered.
Advance invoice plan
Advance invoice plan linked to a sales order, grouping advance invoice records for milestone-based billing.
Customer
A customer (buyer) in RamBase. Central to the sales process, linked to sales orders, invoices, contacts, addresses, and pricing agreements.
Customer group
Groups customers for pricing, reporting, or access control purposes.
Delivery project
Provides an overview of costs, man-hours, and revenue across a set of related sales orders for project-based delivery tracking.
Deviation
Customer deviations (non-conformances) registered against deliveries or sales orders.
Item price agreement
Pricing agreements for specific customers and/or products, supporting discounts, surcharges, and fixed prices.
Price list
Price lists defining product sales prices, which can vary by currency or customer segment.
Price rounding ruleset
Rulesets defining how sales prices are rounded, configurable per currency and price range.
Project order
A project order groups sales activities to track revenue, costs, and progress for a specific project or customer engagement.
Recurring invoice plan
Defines the schedule and pricing for recurring customer invoicing, used for subscription or contract-based billing.
Recurring price
Recurring price plans defining usage-based, tiered, or one-time pricing for subscription products.
Recurring sales quote
Recurring sales quotes that regenerate automatically at defined intervals, used for contract or subscription-based sales.
Report
Reports related to the sales module (e.g., sales backlog, forecast, invoice statistics).
Sales contract
A written agreement with a customer for recurring deliveries at defined prices and quantities. Linked to recurring sales quotes and orders.
Sales credit note
A credit document issued to a customer for returned goods, billing adjustments, or corrections. Reduces the customer's outstanding balance.
Sales forecast
Gross sales forecasts tracking expected future revenues, used for sales planning and the S&OP process.
Sales invoice
The final billing document issued to the customer. Typically created from a shipping advice. Generates an accounts receivable transaction.
Sales opportunity
Tracks business opportunities through the sales pipeline. Linked to customers, contacts, and opportunity stages.
Sales opportunity stage
Pipeline stages for sales opportunities (e.g., Prospecting, Proposal, Negotiation, Closed).
Sales order
The core sales document authorizing the sale of items to a customer. Can originate from a sales quote or sales order request. Leads to a shipping advice and sales invoice.
Sales order change request
Tracks customer-initiated changes to a specific sales order item. Can be declined or forwarded to create a new sales order item.
Sales order request
Records the original customer request before a (potentially modified) sales order is created. Allows tracking of the original request vs. the final order.
Sales quote
A price offer issued to the customer in response to a quote request, or created directly. If accepted, it converts to a sales order.
Sales quote request
The initial step in the sales quote flow. A customer requests pricing for one or more items. Can lead to creation of a sales quote.