Manage negotiable quotes
This topic describes the calls required to initiate a negotiable quote and to prepare it to be converted to an order.
All negotiable quote calls require an admin authorization token.
REST Endpoints:
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POST /V1/negotiableQuote/request
POST /V1/negotiableQuote/submitToCustomer
POST /V1/negotiableQuote/decline
POST /V1/negotiableQuote/pricesUpdated
GET /V1/negotiableQuote/:quoteId/comments
GET /V1/negotiableQuote/attachmentContent
PUT /V1/negotiableQuote/:quoteId/shippingMethod
NegotiableQuoteManagementInterface Parameters:
The following table lists the parameters defined in CompanyInterface
.
Name | Description | Format | Requirements |
---|---|---|---|
quoteId |
Identifies the target quote for the operation. | integer | Required |
quoteName |
The name of the quote to be created. | string | Required |
comment |
The comment to add to the quote. | string | Optional |
files |
An array of files to add to the quote | array | Optional |
The buyer or the seller can optionally attach up to 10 files to provide details about the quote. Each file must be converted into base64.
The files
array contains the following parameters
Name | Description | Format | Requirements |
---|---|---|---|
base64_encoded_data |
A string in base 64 that defines the contents of the added file | string | Required |
type |
Defines the type of file, such as text/plain or application/pdf |
string | Optional |
name |
The name of the file to be uploaded, such as quote.txt or quote.pdf . |
string | Required |
Request a negotiable quote
Before negotiable quote can begin, the following conditions must be met:
- A regular Magento quote has been created (
POST /V1/customers/:customerId/carts
orPOST /V1/customers/carts/mine
) - The quote contains items (
POST /V1/carts/:quoteId/items
)
If the negotiable quote requires a shipping address (for negotiation or tax calculations), you can add it to the standard quote before initiating the negotiable quote (POST /V1/carts/:cartId/shipping-information
)
Requesting a negotiable quote requires an admin authorization token.
Service Name:
negotiableQuoteNegotiableQuoteManagementV1
Sample Usage:
POST <host>/rest/<store_code>/V1/negotiableQuote/request
Payload:
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{
"quoteId": 3,
"quoteName": "First quote",
"comment": "Requesting a 5% discount",
"files": [
{
"base64_encoded_data": "VGhhbmsgeW91IGZvciByZWFkaW5nIHRoZSBNYWdlbnRvIEIyQiBkb2N1bWVudGF0aW9uLg==",
"name": "quote.txt"
}
]
}
Response:
true
, indicating the request was successful
Magento creates a negotiable quote in the Created
state.
Submit a negotiable quote to a buyer
When you submit a negotiable quote to the buyer, the status for the buyer changes to “Updated”. The buyer can subsequently edit or update the quote.
The seller can send a request to submit the quote to the buyer. The request can be submitted only for quotes in the following system states:
- Created
- Processing by admin
- Submitted by customer
When the quote is submitted to the buyer:
- Magento checks catalog prices (price per item), cart rules, and discounts then recalculates the prices and taxes. The shipping price and the negotiated price are not affected (if they are entered into the quote).
- Items that are no longer active or available for this buyer are removed from quote and prices are recalculated.
- The quote state is changed to Submitted by admin.
Service Name:
negotiableQuoteNegotiableQuoteManagementV1
Sample Usage:
POST <host>/rest/<store_code>/V1/negotiableQuote/submitToCustomer
Payload:
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{
"quoteId": 3,
"comment": "It'd be our pleasure. Please proceed with your order."
}
Response:
true
, indicating the request was successful
Update a quote
Use the PUT /V1/negotiableQuote/:quoteId
call to update a quote. See Update a negotiable quote for use cases.
Recalculate prices
The process of completing a negotiable quote can take days, or even longer. During that time, the prices for the items in the quote may have changed directly or indirectly. For example, someone could have changed prices in the shared catalogs or adjusted price rules, and the prices in the negotiable quote are stale. This call refreshes item prices, taxes, discounts, cart rules in the negotiable quote. Quotes that are locked for the seller will not be updated.
The request can be applied to one or more quotes at the same time.
Sample Usage:
POST <host>/rest/<store_code>/V1/negotiableQuote/pricesUpdated
Payload:
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{
"quoteIds": [3]
}
Response:
true
, indicating the request was successful
Set the shipping method
To set the shipping method, the quote must be in the created
, processing_by_admin
or submitted_by_customer
. In addition, the quote must have a shipping address but no shipping method or shipping price.
Sample Usage:
PUT <host>/rest/<store_code>/V1/negotiableQuote/3/shippingMethod
Payload:
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{
"shippingMethod": "fixedrate"
}
Response:
Decline a quote
The seller can send a request to decline the quote. The request can be submitted only for quotes in the following system states:
- Created
- Processing by admin
- Submitted by customer
When you decline a quote, all custom pricing will be removed from the quote. The buyer will be able to place an order using their standard catalog prices and discounts.
Service Name:
negotiableQuoteNegotiableQuoteManagementV1
Sample Usage:
POST <host>/rest/<store_code>/V1/negotiableQuote/decline
Payload:
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{
"quoteId": 80,
"reason": "Your order is too large. "
}
Response:
true
, indicating the request was successful
Miscellaneous operations
These tasks are not essential for completing a negotiable quote, but might be useful
List all comments for a quote
Magento returns all the comments associated with the specified quote ID. The comments are listed in chronological order, with the oldest comment listed first. A creator_type
value of 3
indicates the buyer made the comment. If the value is 2
, the seller commented.
Sample Usage:
GET <host>/rest/<store_code>/V1/negotiableQuote/87/comments
Payload:
Not applicable
Response:
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[
{
"entity_id": 6,
"parent_id": 87,
"creator_type": 3,
"is_decline": 0,
"is_draft": 0,
"creator_id": 1,
"comment": "Requesting a 5% discount",
"created_at": "2017-06-01 21:14:51",
"attachments": [
{
"attachment_id": 1,
"comment_id": 12,
"file_name": "hello.txt",
"file_path": "/h/e/hello.txt",
"file_type": null
}
]
},
{
"entity_id": 7,
"parent_id": 87,
"creator_type": 2,
"is_decline": 0,
"is_draft": 0,
"creator_id": 1,
"comment": "We cannot discount Configurable Product 1, because the price is already discounted. We can adjust the overall price so the remaining items are discounted 5%. Please let us know whether this is acceptable. ",
"created_at": "2017-06-01 21:29:15",
"attachments": []
},
{
"entity_id": 8,
"parent_id": 87,
"creator_type": 3,
"is_decline": 0,
"is_draft": 0,
"creator_id": 1,
"comment": "That is fine. Please apply the discounts to our order.",
"created_at": "2017-06-01 21:30:30",
"attachments": []
},
{
"entity_id": 9,
"parent_id": 87,
"creator_type": 2,
"is_decline": 0,
"is_draft": 0,
"creator_id": 1,
"comment": "We're taking $27.50 off your quote total. That's 5% of the cost of the other items in your cart.",
"created_at": "2017-06-01 21:40:19",
"attachments": []
},
{
"entity_id": 10,
"parent_id": 87,
"creator_type": 3,
"is_decline": 0,
"is_draft": 0,
"creator_id": 1,
"comment": "Added a shipping address",
"created_at": "2017-06-01 21:43:03",
"attachments": []
},
{
"entity_id": 11,
"parent_id": 87,
"creator_type": 2,
"is_decline": 0,
"is_draft": 0,
"creator_id": 1,
"comment": "OK",
"created_at": "2017-06-01 21:44:16",
"attachments": []
}
]
Retrieve a negotiable quote attachment
Use the attachmentContent
call to retrieve the files (in base64 format) attached to a negotiable quote.
negotiableQuoteAttachmentContentManagementV1
Sample Usage:
GET <host>/rest/<store_code>/V1/negotiableQuote/attachmentContent
Payload:
Not applicable
Response:
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{
"quoteId": 2,
"quoteName": "First quote",
"files": [
{
"base64_encoded_data": "VGhhbmsgeW91IGZvciByZWFkaW5nIHRoZSBNYWdlbnRvIEIyQiBkb2N1bWVudGF0aW9uLg==",
"name": "quote.txt"
}
]
}