Sales Orders
Overview
A record of goods or services sold to a customer
The Sales Orders Data Model standardises information related to sales orders across various accounting platforms, making it simpler to manage and access relevant data.
- Unified sales order properties: The model consolidates essential sales order information, such as contact ID, document number, dates, description, payment mode, and currency-related data.
- Financial calculations: The model includes properties for total discount, tax amount, sub-total, and total amount, facilitating accurate financial reporting and analysis.
- Invoice associations: The
invoicesproperty links sales orders to their corresponding invoices, enabling seamless navigation and cross-referencing between the two data models.
Attributes
Properties Supported
| Property | Type | Description |
|---|---|---|
| platform_id | string | Platform’s ID for the sales order |
| contact_id | string | The accounting platform’s unique ID of the contact associated with this sales order |
| document_number | string | Reference number for the sales order |
| posted_date | string | Date of creation of the sales order |
| delivery_date | string | The delivery date for the sales order |
| description | string | Description of the sales order |
| payment_mode | string | The payment mode from which the payment was made |
| currency | string | The ISO-4217 currency code |
| currency_rate | float | Rate between the currency of the payment and the base currency |
| status | enum | The status of the sales order. Values are: DRAFT, SUBMITTED, PARTIALLY_PAID, PAID, OVERDUE, VOID, UNKNOWN |
| total_discount | float | Total value of discounts applied to the sales order |
| tax_amount | float | Total tax amount levied on the sales order |
| sub_total | float | Total pre tax value of the sales order |
| total_amount | float | Total value of the sales order |
| line_items | Line Item | Array of Sales Order Line items associated with the purchase order |
| invoices | Invoice | Array of invoices associated with the sales order |
| addresses | Address | Array of addresses associated with this sales order |
| contact | Contact | The contact associated with this sales order |