• Share
    • Twitter
    • LinkedIn
    • Facebook
    • Email
  • Feedback
  • Edit
Show / Hide Table of Contents

Creating a quote

Some tooltip text!
• 2 minutes to read
 • 2 minutes to read

Create quote -screenshot

  1. When the user creates a quote by clicking the CREATE A NEW QUOTE link, the following happens.

    08

  2. If there is more than one connection with price lists in the right currency, then the user must select the connection to use:

    09 -screenshot

Product and price list information

This part of the connector interface searches the ERP system’s product and price list information.

If an ERP system does not provide products, the product searches can be delegated to the built-in SuperOffice product registry by using the QuoteConnectorExtender class as a base.

Currencies are specified in ISO 3-letter codes: USD, NOK, SEK, EUR, GBP, etc. See www.currency-iso.org for details. All isoCurrencyCode parameters below are case-insensitive ISO currency like USD or NOK.

The price lists are accessed from the SuperOffice CRM client.

10

The client uses FindProduct to do simple searches. You can set filters on the available price lists.

11

int GetNumberOfActivePriceLists(string isoCurrencyCode )

Is used to warn the user if there are no active price lists in a given currency. Will return no of all active price lists if isoCurrencyCode is empty.

PriceListInfo[] GetActivePriceLists( string isoCurrencyCode )

Used by SuperOffice to provide filters. Gets the available active PriceLists in a specific currency.

Will return all price lists if isoCurrencyCode is empty. Returns an empty array if there is no PriceList with the stated currency available.

PriceListInfo[] GetAllPriceLists( string isoCurrencyCode )

Gets all PriceLists in the given currency, including those inactive. Will return all price lists if isoCurrencyCode is empty. Will return an empty array if there is no PriceList available.

Currently not used.

In This Article
© SuperOffice. All rights reserved.
SuperOffice |  Community |  Release Notes |  Privacy |  Site feedback |  Search Docs |  About Docs |  Contribute |  Back to top