Create Sales Offer

• Create Sales Offer v1
• Create Sales Offer v2

Endpoints

Estonia: https://aktiva.merit.ee/api/v1/sendoffer
Poland: https://program.360ksiegowosc.pl/api/v1/sendoffer

Query Payload

Example payload: example send offer

Field	Type	Comment
Customer	CustomerObject
DocDate	Date
ExpireDate	Date	if DocType 2 or 3, ExpireDate=DueDate
DeliveryDate	Date
DocType	Int	1=quote, 2=sales order, 3=prepayment invoice
DocStatus	Int	1=created, 2=sent, 3=approved, 4=rejected, 5=comment received, 6=invoice created, 7=canceled
OfferNo	Str 35	Recuired
RefNo	Str 36	Please validate this number yourself.
CurrencyCode	Str 4
DepartmentCode	Str 20	If used then must be found in the company database.
ProjectCode	Str 20	If used then must be found in the company database.
OfferRow	Array of OfferRow objects
TaxAmount	Array of VAT objects	Required
RoundingAmount	Decimal 18.2	Use it for getting PDF invoice to round number. Does not affect TotalAmount.
TotalAmount	Decimal 18.2	Amount without VAT
Payment	Payment object
ContactInfo	String 4K
Hcomment	String 4K	If not specified, API will get it from client record, if it is written there.
Fcomment	String 4K	If not specified, API will get it from client record, if it is written there.
ProcCodes	Array of Strings	Poland only. Values: SW, EE, TP, TT_WNT, TT_D, MR_T, MR_UZ, I_42, I_63, B_SPV, B_SPV_DOSTAWA, BMRW_PROWIZJA, MPP
PolDocType	Int	Poland only. Values: 1-RO, 2-WEW, 3-FP, 4-OJPK

Customer Object

3 use cases:

1. new customer – you will create new client record when this name was not found
2. existing customer by name – if this name exists in our system, Merit will take info from client record instead of reading it from the payload.
3. customer by ID – every time you add new customer, the CustomerId is returned, you can use this ID instead of name, the object = { CustomerId: <guid-of-the-customer }.

Parameter	Type	Comment
Id	Guid	If filled and customer is found in the database then following fields are not important. If not found, the customer is added using the following fields.
Name	Str 150	Required when customer is added
RegNo	Str 30
NotTDCustomer	Bool	Required when customer is added. EE True for physical persons and foreign companies. PL True for physical persons. Allowed “true” or “false” (lowercase).
VatRegNo	Str 30
CurrencyCode	Str 30
PaymentDeadLine	Int	If missing then taken from default settings.
OverDueCharge	Decimal 5.2	If missing then taken from default settings.
Address	Str 100
City	Str 30
County	Str 100
PostalCode	Str 15
CountryCode	Str 2	Required when adding
PhoneNo	Str 50
PhoneNo2	Str 50
HomePage	Str 80
Email	Str 80
SalesInvLang	Str 8	Invoice language for this specific customer.(ET,EN,RU,FI,PL,SV)
GLNCode	Str 14
PartyCode	Str 20
RefNoBase	Str 36
EInvPaymId	Str 20
EInvOperator	Int	1 - Not exist, 2 - E-invoices to the bank through Omniva, 3 - Bank ( full extent E-invoice), 4- Bank (limited extent E-invoice)
BankAccount	Str 50

OfferRowObject

Every offer has its rows. Row has its quantity and price, it also has its general ledger record and that’s why it has its own tax calculation.

Field	Type	Comment
Item	ItemObject	Sometimes the volume of transactions in the sales software is very high and there is no need to duplicate all the data in accounting. In those cases, you could consider using the same item code for the items with the same VAT rate. Items with different VAT rates must have a different item codes. Also, for the VAT declarations to work, goods and services may not be summed up and must have different item codes.
Quantity	Decimal 18.3
Price	Decimal 18.7
DiscountPct	Decimal 18.2
DiscountAmount	Decimal 18.2	Amount * Price * (DiscountPCt / 100). This is not rounded. Will be substracted from row amount before row roundings.
TaxId	Guid
LocationCode	Str 20	Used for stock items and multiple stocks. If used then must be found in the company database.
DepartmentCode	Str 20	If used then must be found in the company database.
ItemCostAmount	Decimal 18.2	Required for credit invoices when crediting stock items.
GLAccountCode	String 10	If used, must be found in the company database.
ProjectCode	String 20	If used, must be found in the company database.
CostCenterCode	String 20	If used, must be found in the company database.

ItemObject

Field	Type	Comment
Code	Str 20	Required
Description	Str 150	Required More than 150 characters will be cut off
Type	Int	1 = stock item, 2 = service, 3 = item. Required.
UOMName	Str 64
DefLocationCode	Str 20
EANCode	Str 20

PaymentObject

You can mark the invoice already paid. This is useful when you create invoice only when internet bank payment is successful, or you have received cash.

Field	Type	Comment
PaymentMethod	Str 150	Name of the payment method. Must be found in the company database.
PaidAmount	Decimal 18.2	Amount with VAT (not more) or less if partial payment
PaymDate	Date	YYYYmmddHHii

TaxObject

Every invoice has section of taxes. Those taxes have to be calculated grouped and summed by TaxId. Every row has its own tax calculation, you have to group and sum them up.

This is because you can have different tax rates for different articles.

API always counts it as well to assure you have correct calculation.

Field	Type	Comment
TaxId	Guid	Required. Use gettaxes endpoint to detect the guid needed
Amount	Decimal 18.2

Endpoints

Estonia: https://aktiva.merit.ee/api/v2/sendoffer
Poland: https://program.360ksiegowosc.pl/api/v2/sendoffer

Query Payload

Field	Type	Comment
Customer	CustomerObject
DocDate	Date
ExpireDate	Date	if DocType 2 or 3, ExpireDate=DueDate
DeliveryDate	Date
OfferNo	Str 35	Recuired
DocType	Int	1=quote, 2=sales order, 3=prepayment invoice
DocStatus	Int	1=created, 2=sent, 3=approved, 4=rejected, 5=comment received, 6=invoice created, 7=canceled
ContactInfo	String 4K
RefNo	Str 36	Please validate this number yourself.
CurrencyCode	Str 4
DepartmentCode	Str 20	If used then must be found in the company database.
Dimensions	Array of Dimensions objects	If used then must be found in the company database.
OfferRow	Array of OfferRow objects
TotalAmount	Decimal 18.2	Amount without VAT
RoundingAmount	Decimal 18.2	Use it for getting PDF invoice to round number. Does not affect TotalAmount.
TaxAmount	Array of VAT objects	Required
Payment	Payment object
Hcomment	String 4K	If not specified, API will get it from client record, if it is written there.
Fcomment	String 4K	If not specified, API will get it from client record, if it is written there.
ReserveItems	bool	true , false
PrepaymPct	Decimal 18.2
Payer	PayerObject

Customer Object

3 use cases:

1. new customer – you will create new client record when this name was not found
2. existing customer by name – if this name exists in our system, Merit will take info from client record instead of reading it from the payload.
3. customer by ID – every time you add new customer, the CustomerId is returned, you can use this ID instead of name, the object = { CustomerId: <guid-of-the-customer }.

Parameter	Type	Comment
Id	Guid	If filled and customer is found in the database then following fields are not important. If not found, the customer is added using the following fields.
Name	Str 150	Required when customer is added
RegNo	Str 30
NotTDCustomer	Bool	Required when customer is added. EE True for physical persons and foreign companies. PL True for physical persons. Allowed “true” or “false” (lowercase).
VatRegNo	Str 30
CurrencyCode	Str 30
PaymentDeadLine	Int	If missing then taken from default settings.
OverDueCharge	Decimal 5.2	If missing then taken from default settings.
Address	Str 100
City	Str 30
County	Str 100
PostalCode	Str 15
CountryCode	Str 2	Required when adding
PhoneNo	Str 50
PhoneNo2	Str 50
HomePage	Str 80
Email	Str 80
SalesInvLang	Str 8	Invoice language for this specific customer.(ET,EN,RU,FI,PL,SV)
GLNCode	Str 14
PartyCode	Str 20
RefNoBase	Str 36
EInvPaymId	Str 20
EInvOperator	Int	1 - Not exist, 2 - E-invoices to the bank through Omniva, 3 - Bank ( full extent E-invoice), 4- Bank (limited extent E-invoice)
BankAccount	Str 50
ShowBalance	Bool

Offer Row Object

Every offer has its rows. Row has its quantity and price, it also has its general ledger record and that’s why it has its own tax calculation.

Field	Type	Comment
Item	ItemObject	Sometimes the volume of transactions in the sales software is very high and there is no need to duplicate all the data in accounting. In those cases, you could consider using the same item code for the items with the same VAT rate. Items with different VAT rates must have a different item codes. Also, for the VAT declarations to work, goods and services may not be summed up and must have different item codes.
Quantity	Decimal 18.3
Price	Decimal 18.7
DiscountPct	Decimal 18.2
DiscountAmount	Decimal 18.2	Amount * Price * (DiscountPCt / 100). This is not rounded. Will be substracted from row amount before row roundings.
TaxId	Guid
LocationCode	Str 20	Used for stock items and multiple stocks. If used then must be found in the company database.
DepartmentCode	Str 20	If used then must be found in the company database.
GLAccountCode	String 10	If used, must be found in the company database.
Dimensions	Array of Dimensions objects	If used, must be found in the company database.
ItemCostAmount	Decimal 18.2	Required for credit invoices when crediting stock items.
SalesAccCode	String 10	If included GLAccountCode then the SalesAccCode not used
PurchaseAccCode	String 10
InventoryAccCode	String 10
CostAccCode	String 10

ItemObject

Field	Type	Comment
Code	Str 20	Required
Description	Str 150	Required More than 150 characters will be cut off
Type	Int	1 = stock item, 2 = service, 3 = item. Required.
UOMName	Str 64
DefLocationCode	Str 20
EANCode	Str 20

DimensionsObject

Field	Type	Comment
DimId	Int
DimValueId	Guid
DimCode	Str

PaymentObject

You can mark the invoice already paid. This is useful when you create invoice only when internet bank payment is successful, or you have received cash.

Field	Type	Comment
PaymentMethod	Str 150	Name of the payment method. Must be found in the company database.
PaidAmount	Decimal 18.2	Amount with VAT (not more) or less if partial payment
PaymDate	Date	YYYYmmddHHii

TaxObject

Every offer has section of taxes. Those taxes have to be calculated grouped and summed by TaxId. Every row has its own tax calculation, you have to group and sum them up.

This is because you can have different tax rates for different articles.

API always counts it as well to assure you have correct calculation.

Field	Type	Comment
TaxId	Guid	Required. Use gettaxes endpoint to detect the guid needed
Amount	Decimal 18.2

PayerObject

Field	Type	Comment
Id	Guid	If filled and payer (customer) is found in the database then following fields are not important. If not found, the payer is added using the following fields.
Name	Str 150	Required when payer is added
RegNo	Str 30
NotTDCustomer	Bool	Required when payer is added. True for physical persons and foreign companies. Allowed “true” or “false” (lowercase).
VatRegNo	Str 30
CurrencyCode	Str 30
PaymentDeadLine	Int	If missing then taken from default settings.
OverDueCharge	Decimal 5.2	If missing then taken from default settings.
RefNoBase	Str 36
Address	Str 100
CountryCode	Str 2	Required when adding
County	Str 100
City	Str 30
PostalCode	Str 15
PhoneNo	Str 50
PhoneNo2	Str 50
HomePage	Str 80
Email	Str 80
SalesInvLang	Str 8	Invoice language for this specific payer.(ET,EN,RU,FI,PL,SV)
Contact	Str 35
GLNCode	Str 10
PartyCode	Str 20
EInvOperator	Int	1 - Not exist, 2 - E-invoices to the bank through Omniva, 3 - Bank ( full extent E-invoice), 4- Bank (limited extent E-invoice)
EInvPaymId	Str 20
BankAccount	Str 50
Dimensions	Array of DimensionsObjects
CustGrCode	Str 20
ShowBalance	Bool

Successful Result

• CustomerId
• InvoiceId
• InvoiceNo
• RefNo
• NewCustomer