Documents
| ID | Description | API |
|---|---|---|
|
INV-045 |
Get Inventory item documents and attachments |
GET inventory/{itemCode}/document?includeData={includeData} |
|
ORD-020 |
Attach a document/file to Sales Order/ RMA / Quote / Back Order. |
POST salesorder/attachment?salesOrderCode={salesOrderCode}&fileName={fileName} |
|
ORD-021 |
Get Sales Order/ RMA / Quote / Back Order attachment by salesOrderCode and optional attachment document code |
GET salesorder/attachment?salesOrderCode={salesOrderCode}&documentCode={documentCode} |
|
ORD-022 |
Delete order attachment by document code |
DELETE salesorder/attachment?documentCode={documentCode} |
Prospects Customers
| ID | Description | API |
|---|---|---|
|
CUS-001 |
POST New Customer or Prospect |
POST customer |
|
CUS-019 |
Get Customer prospects data |
GET customer/prospect?onlyActive={onlyActive} |
|
CUS-038 |
Convert a prospect to customer |
POST customer/convertprospect |
Contacts
| ID | Description | API |
|---|---|---|
|
CUS-003 |
By Customer Code, POST New Contact |
PUT customer/AddContact |
|
CUS-005 |
Update existing customer contacts |
PUT customer/UpdateContact |
|
CUS-009 |
Get Customer Contacts by CustomerCode |
GET customer/Contact?customerCode={customerCode} |
|
CUS-016 |
Get customer data(Customer code, Contact code and API Customer Id) with specified email address |
GET customer?emailAddress={emailAddress}&isShowAll={isShowAll} |
|
CUS-028 |
Get Customer Contacts by Customer Name |
GET customer/contact?customerName={customerName} |
|
CUS-029 |
Get Customer contact by date range (creation date) |
GET customer/contact?dateFrom={dateFrom}&dateTo={dateTo} |
|
CUS-052 |
Get customer data(Only Active : Customer code, Contact code and API Customer Id) with specified email address |
GET customer/active?emailAddress={emailAddress}&isShowAll={isShowAll} |
|
CRM-003 |
Get CRM Contact |
GET crm/contact?contactCode={contactCode} |
|
CRM-019 |
Search CRM contact or customer via phone number or mobile number |
GET crm/contact?phoneNumber={phoneNumber} |
|
CRM-026 |
By Ship To Code, POST New Customer Ship To Contact |
POST crm/shipto/contact |
|
CRM-027 |
By Contact Code or Contact Full Name and Ship To Code, Update Customer Ship To Contact |
PUT crm/shipto/contact |
|
CRM-028 |
Get Customer Ship To Contact by ShipToCode |
GET crm/shipto/contact?shipToCode={shipToCode}&contactCode={contactCode} |
|
CRM-029 |
Get Contacts by date range (creation date) |
GET crm/contact?dateFrom={dateFrom}&dateTo={dateTo} |
Ship To
| ID | Description | API |
|---|---|---|
|
CUS-004 |
Add ShipTo to existing customer with function to set DefaultShipToCode |
PUT customer/AddShipTo |
|
CUS-008 |
Get Customer Ship Tos by CustomerCode |
GET customer/shipto?customerCode={customerCode} |
|
CUS-030 |
Get Customer Ship Tos by Customer name |
GET customer/shipto?customerName={customerName} |
|
CUS-031 |
Get Customer Ship Tos by date range (creation date) |
GET customer/shipto?dateFrom={dateFrom}&dateTo={dateTo} |
|
CUS-037 |
Update customer ship to details |
PUT customer/shipto |
|
CUS-040 |
Get Customer ship to address by customer code or comma separated customer codes |
GET customer/b2b/shipto?customerCode={customerCode} |
|
CUS-047 |
By Customer Code, POST New Ship To |
POST customer/basic/shipto |
|
CUS-053 |
Get Customer Ship To by ShipToCode |
GET customer/shipto?shipToCode={shipToCode} |
|
CRM-023 |
By Ship To Code, POST New Customer Ship To Note |
POST crm/shipto/note |
|
CRM-024 |
By Note Code, Update Customer Ship To Note |
PUT crm/shipto/note |
|
CRM-025 |
Get CRM Notes by ShipToCode |
GET crm/shipto/note?shipToCode={shipToCode}¬eCode={noteCode} |
Activities
| ID | Description | API |
|---|---|---|
|
CUS-023 |
Get customer activity by Customer code |
GET customer/activity?customerCode={customerCode} |
|
CRM-001 |
Get CRM Activity by activity code |
GET crm/activity?activityCode={activityCode} |
|
CRM-009 |
Get Activity List by Status/Type |
GET crm/activity?status={status}&type={type}&entityCode={entityCode} |
|
CRM-010 |
Get CRM Activity(Case, To-Do, Meeting, Call and Callback) by subject |
GET crm/activity?subject={subject} |
|
CRM-011 |
Get CRM Activity(Case, To-Do, Meeting, Call and Callback) by date range (creation date) |
GET crm/activity?dateFrom={dateFrom}&dateTo={dateTo} |
|
CRM-017 |
Get CRM Activity by date range (creation date), status and type. |
GET crm/activity?dateFrom={dateFrom}&dateTo={dateTo}&type={type}&status={status} |
Notes
| ID | Description | API |
|---|---|---|
|
CUS-025 |
Get Customer Notes by Customer code |
GET customer/note?customerCode={customerCode} |
|
CUS-048 |
By Customer Code, POST New Customer Note |
POST customer/note |
|
CUS-049 |
By Note Code, Update Customer Note |
PUT customer/note |
|
CRM-012 |
Get CRM Notes by title |
GET crm/note?title={title} |
|
CRM-013 |
Get CRM Notes by date range (creation date) |
GET crm/note?dateFrom={dateFrom}&dateTo={dateTo} |
|
CRM-030 |
Get CRM Notes by NoteCode |
GET crm?noteCode={noteCode} |
Leads
| ID | Description | API |
|---|---|---|
|
CRM-002 |
Get CRM Leads |
GET crm/lead?leadCode={leadCode} |
|
CRM-005 |
Create a Leads |
POST crm/leads |
Opportunities
| ID | Description | API |
|---|---|---|
|
CRM-006 |
Get list of Opportunity by Customer |
GET crm/opportunity?customerCode={customerCode} |
|
CRM-007 |
Get list of Opportunity by Contact |
GET crm/opportunity?contactCode={contactCode} |
|
CRM-008 |
Get list of Opportunity by Stage |
GET crm/opportunity?stage={stage}&entityCode={entityCode} |
|
CRM-015 |
Get CRM Opportunity by date range (creation date) |
GET crm/opportunity?dateFrom={dateFrom}&dateTo={dateTo} |
|
CRM-016 |
Create Opportunities |
POST crm/opportunity |