Sales Cycle Integration
Standard whitelisted methods and flows for integrating external order management system and sales cycle using REST API
Last updated
Standard whitelisted methods and flows for integrating external order management system and sales cycle using REST API
Last updated
Frappe Framework generates for all the DocTypes out of the box. This approach can be used for creating the very first document of the sales cycle. In case you are starting with the Sales Order you can use the standard REST API POST request for generating the Order. An example is shown below, you can include custom fields and other doctype details in the body accordingly.
In case you are starting with a Delivery Note use the same method as shown above for Sales Order, just replace the doctype key value to Delivery Note instead of Sales Order. In case you want to make a Delivery Note from a Sales Order use the below endpoint. The source_name
parameter here is the Sales Order ID.
The endpoint returns a Delivery Note JSON object as a response with all the pending items in the order to be delivered.
Again if you are just making a Sales Invoice the best approach will be to use the standard REST API. For this please refer to the example mentioned in the Sales Order section.
For making a Sales Invoice from a Sales Order, use the endpoint mentioned below. The source_name
parameter here is the Sales Order ID.
For making a Sales Invoice from a Delivery Note, use the endpoint mentioned below. The source_name
parameter here is the Delivery Note ID.
Both the enpoints returns a Sales Invoice JSON object with all the pending items to be billed.
For generating a Payment Entry against a Sales Order or Invoice use the below endpoint
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