Sales quote line items
A line of a sales quote, with the catalog item, quantity, price, discount, tax, and totals in the quote currency.
- API name:
salesquoteitems - Domain: Sales
- Modules: Sales analytics, Sales, Stores
Fields
The API name is what the API, MCP and the CLI use.
| Name | API name | Type | Required | Description |
|---|---|---|---|---|
| ID | id | Record ID | Yes | |
| Quote | salesquoteId | Reference | Yes | |
| Position | rank | Order rank | Yes | |
| Item | productitemId | Reference | ||
| Quantity | quantity | Quantity | Quantity in the catalog unit after any unit conversion on the line. | |
| Item | serviceitemId | Reference | ||
| Item | customitemId | Reference | ||
| Material | materialId | Reference | ||
| Catalog | catalog | Constant | Fixed option from the allowed set for this field. | |
| Unit | catalogunit | Unit | ||
| Dimensions | dimensions | Dimensions | Size of the piece sold or bought when the catalog is a material. | |
| Discount (%) | discountPercent | Percent | Yes | Share of the extended price taken off the line, before tax. Stored as a fraction from 0 to 1. |
| Unit price | unitPrice | Unit price | Price for one unit, before line discount. Includes tax only when the document price basis is gross. | |
| Price source | priceSource | Constant | Shows whether the unit price is manual, from a price list, or from a contract. | |
| Budget line | projectbudgetlineId | Reference | ||
| Amount | amount | Unit price | Monetary amount in the applicable currency for this record. | |
| Header discount | amountHeaderDiscount | Unit price | Yes | Amount in the document or line currency. |
| Subtotal | subtotal | Unit price | Yes | Sum of line amounts before tax and withholding on this document. |
| Tax | tax | Unit price | Yes | Tax amount for this scope, in document currency, from the configured tax engine. |
| Withholding | withholding | Unit price | Yes | Withholding tax amount retained on this scope, in document currency. |
| Total | total | Unit price | Yes | Document total after discounts, tax, and withholding in document currency. |
| Fulfillment site | siteIdFulfillment | Reference | ||
| Price list | salespricelistId | Reference | List the price came from. Empty when the price was typed. | |
| Description | description | Text Area | ||
| Created by | createdBy | User | ||
| Created at | createdAt | Date and Time | Yes | |
| Updated by | updatedBy | User | ||
| Updated at | updatedAt | Date and Time | Yes | |
| Sent by | sentBy | User | ||
| Sent at | sentAt | Date and Time | ||
| Blocked by | blockedBy | User | ||
| Blocked at | blockedAt | Date and Time | ||
| Archived by | archivedBy | User | ||
| Archived at | archivedAt | Date and Time |
Relations
Owned records (solid line) are deleted with their owner. Grouped records (dashed line) can exist alone.
| Field | Points to | Kind |
|---|---|---|
Quote salesquoteId | Sales quotes | owned by |
Budget line projectbudgetlineId | Project budget lines | reference |
Fulfillment site siteIdFulfillment | Sites | reference |
Price list salespricelistId | Sales price lists | reference |
Actions
What you can do with a record. Every action also sends the webhook event salesquoteitems.<action>. Reads (find, get, count) work on every table.
| Name | API name | Description | Where |
|---|---|---|---|
| Create | create | Add a new line item. | App · API · MCP · CLI |
| Edit | update | Save changes to this line item. | App · API · MCP · CLI |
| Delete | delete | Delete this line item and the data that belongs with it. This cannot be undone. | App · API · MCP · CLI |