简要描述：

  • 创建报价单

请求URL:

  • /api/v2/quotations

请求方式：

  • POST

请求头：

请求参数:

字段名 是否必填 描述
quotation[name] true 报价单名称
quotation[title] false 报价单主标题
quotation[sub_title] false 报价单副标题
quotation[quotation_no] false 报价单编号
quotation[status] false 报价单状态
quotation[customer_id] false 对应客户
quotation[contact_id] false 对应联系人
quotation[opportunity_id] false 对应商机
quotation[quotation_date] false 报价日期
quotation[effective_date_fr] false 有效开始日期
quotation[effective_date_to] false 有效结束日期
quotation[product_total_amount] false 产品费用合计
quotation[whole_discount] false 整单折扣
quotation[additional_discount_amount] false 额外优惠金额
quotation[total_amount] false 报价总金额
quotation[note] false 备注
quotation[user_id] false 负责人
quotation[creator_id] false 创建人
quotation[want_department_id] false 所属部门
quotation[subsidiary_id] false 乙方主体id
quotation[custom_field_template_id] false 业务类型id
quotation[address_attributes][contact_id] false 乙方联系人id
quotation[address_attributes][contact_email] false 乙方联系人邮箱
quotation[address_attributes][contact_phone] false 乙方联系人手机
quotation[product_assets_attributes][][product_id] false 关联产品id
quotation[product_assets_attributes][][recommended_unit_price] false 产品售价
quotation[product_assets_attributes][][quantity] false 产品数量
quotation[product_assets_attributes][][remark] false 产品描述
quotation[assist_user_ids] false 协作人ids

请求参数json例子:

{
    "quotation": {
        "name": "test q111",
        "status": 63907481,
        "whole_discount": "1",
        "total_amount": "6.000",
        "title": "2333",
        "effective_date_fr": "2024-08-09",
        "effective_date_to": "2024-08-23",
        "quotation_date": "2024-08-09",
        "additional_discount_amount": "10.000",
        "product_total_amount": "16",
        "sub_title": "",
        "address_attributes": {
            "contact_phone": "15201643883",
            "contact_email": "xxx@qq.com",
            "contact_id": 11784641
        },
        "custom_field_template_id": 22424,
        "product_assets_attributes": [
            {
                "product_id": 9825099,
                "quantity": 1,
                "recommended_unit_price": "11.0",
                "remark": null
            },
            {
                "product_id": 10418965,
                "quantity": 1,
                "recommended_unit_price": "5.0",
                "remark": null
            }
        ],
        "customer_id": 590157333,
        "opportunity_id": 10532678,
        "contact_id": 129504908,
        "user_id": 12492788,
        "want_department_id": 11515617,
        "subsidiary_id": 7,
        "assist_user_ids": [
            11978981,
            11978984
        ]
    }

返回示例:

正确时返回:

{
  "code": 0,
  "message": "接口请求成功",
  "data": {
    "id": 100286,
    "name": "test q111",
    "title": "2333",
    "sub_title": "",
    "quotation_no": null,
    "status": "63907481",
    "customer_id": 590157333,
    "contact_id": 129504908,
    "opportunity_id": 10532678,
    "quotation_date": "2024-08-09",
    "effective_date_fr": "2024-08-09",
    "effective_date_to": "2024-08-23",
    "product_total_amount": "16.0",
    "whole_discount": "1.0",
    "additional_discount_amount": "10.0",
    "total_amount": "6.0",
    "note": null,
    "user_id": 12492788,
    "before_user_id": null,
    "creator_id": 12492788,
    "department_id": 11515617,
    "before_department_id": null,
    "organization_id": 11508919,
    "version": null,
    "parent_id": null,
    "real_revisit_at": "2024-08-09T11:28:23.996+08:00",
    "revisit_remind_at": null,
    "approve_status": 3,
    "submit_applying_at": null,
    "finish_approve_at": null,
    "created_at": "2024-08-09T11:28:24.001+08:00",
    "updated_at": "2024-08-09T11:28:23.995+08:00",
    "lastest_updator_id": 12492788,
    "custom_field_template_id": 22424,
    "subsidiary_id": 7,
    "lock_status": 0
  }
}
}

备注:

文档更新时间: 2025-04-29 14:18   作者：曹勇