API

Sales APIs

Description

The sales process in RamBase is object driven, and offers several process flows for adapting a variaty of businesses.

Tags and resources

Advance invoice plan
Used to create Sales Invoices based on a Sales Order, before the goods are shipped to the customer
Advance invoice plan
Contract
Written agreement between the company and a customer regarding deliveries on a recurring basis. Create, update and delete contracts, and set up notifications.
Credit note
Used for crediting goods, costs, service, and rental to a customer
Customer
The recipient of a good, service or product. Sometimes known as a client, buyer or purchaser
Customer group
Functionality for grouping customers for multiple purposes
Delivery project
Overview of cost/man-hours and revenue on selected sales orders.
Deviation
Get information about the customer deviations registered.
Forecast
Gross sales forecast
Invoice
The sales invoice is the final step in the RamBase process, where the customer gets invoiced. Get information about invoices and create new invoices.
Item price agreement
Offers functionality for specifying pricing agreements like discounts, surcharges and fixes price. Possible to restrict the agreement to some customers and/or some products.
Opportunity
Register business opportunities, and update opportunities.
Order
The sales order object is one of the most cruical objects in the RamBase sales process. The object can be created directly, or might be a result of a sales order request or a sales quote. The sales order is issued by the company to a customer, and authorizes sale of the spcified item(s).
Order change request
Sales order change request is created to keep track of all change requests made by customers. A sales order change request is created for a specific sales order item, and can be either declined or forwarded to a new sales order item.
Order request
A sales order request is usually created directly, without any predecessor objects. The object is mostly created to keep the original customers request, before creating a (likely) changed sales order.
Price list
When specifying a sales price for a product, it might be useful to have several price lists depending on currency or which type of buyer you are selling to
Price rounding ruleset
Rulesets consists of one or more rounding rules. Each rounding rule is defined by currency and price and how to perform the rounding. The rulesets is available several places in RamBase
Project order
Quote
After a sales quote request has been issued, a sales quote might be created as a response to the customer. Note that a sales quote can also be created directly without a request. If the customer accepts the sales quote, the quote is forwarded to a sales order
Quote request
Sales quote requests is the initial object in the RamBase sales process. The customer request a quote for one or several items, which might lead to the creation of a sales quote.
Recurring invoice plan
Recurring price
Recurring sales quote
Report
Sales product
Products with information relevant for sales
Subscription
Get information about subscriptions, subscribers will order the goods automatically, unless canceled by the subscriber in advance.