Create Sales Order with Unleashed Software API

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Create Sales Order with the Unleashed Software API

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Getting Started#

Create a workflow to Create Sales Order with the Unleashed Software API. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

Configure the Create Sales Order action
1. Connect your Unleashed Software account
2. Select a Customer ID
3. Configure Exchange Rate
4. Select a Order Status
5. Select a Warehouse ID
6. Select a Tax Code
7. Optional- Configure Comments
8. Configure Number of Line Items
Select a trigger to run your workflow on HTTP requests, schedules or app events
Deploy the workflow
Send a test event to validate your setup
Turn on the trigger

Integrations#

Create Sales Order with Unleashed Software API on New Requests (Payload Only) from HTTP / Webhook API

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Create Sales Order with Unleashed Software API on New Submission (Instant) from Jotform API

Jotform + Unleashed Software

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Create Sales Order with Unleashed Software API on New Scheduled Tasks from Pipedream API

Pipedream + Unleashed Software

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Create Sales Order with Unleashed Software API on New Download Counts from npm API

npm + Unleashed Software

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Details#

This is a pre-built, source-available component from Pipedream's GitHub repo. The component is developed by Pipedream and the community, and verified and maintained by Pipedream.

To contribute an update to an existing component or create a new component, create a PR on GitHub. If you're new to Pipedream component development, you can start with quickstarts for trigger span and action development, and then review the component API reference.

Create Sales Order on Unleashed Software

Description:Creates a new sales order. [See the documentation](https://apidocs.unleashedsoftware.com/SalesOrders)

Version:0.0.1

Key:unleashed_software-create-sales-order

View on GitHub

Code#

import unleashedSoftware from "../../unleashed_software.app.mjs";

export default {
  key: "unleashed_software-create-sales-order",
  name: "Create Sales Order",
  description: "Creates a new sales order. [See the documentation](https://apidocs.unleashedsoftware.com/SalesOrders)",
  version: "0.0.1",
  type: "action",
  annotations: {
    destructiveHint: false,
    openWorldHint: true,
    readOnlyHint: false,
  },
  props: {
    unleashedSoftware,
    customerId: {
      propDefinition: [
        unleashedSoftware,
        "customerId",
      ],
    },
    exchangeRate: {
      propDefinition: [
        unleashedSoftware,
        "exchangeRate",
      ],
    },
    orderStatus: {
      propDefinition: [
        unleashedSoftware,
        "salesOrderStatus",
      ],
    },
    warehouseId: {
      propDefinition: [
        unleashedSoftware,
        "warehouseId",
      ],
    },
    taxCode: {
      propDefinition: [
        unleashedSoftware,
        "taxCode",
      ],
    },
    comments: {
      propDefinition: [
        unleashedSoftware,
        "comments",
      ],
    },
    numLineItems: {
      type: "integer",
      label: "Number of Line Items",
      description: "The number of line items to enter",
      reloadProps: true,
    },
  },
  async additionalProps() {
    const props = {};
    if (!this.numLineItems) {
      return props;
    }
    for (let i = 1; i <= this.numLineItems; i++) {
      props[`line_${i}_productId`] = {
        type: "string",
        label: `Line Item ${i} - Product ID`,
        options: async ({ page }) => {
          const { Items: products } = await this.unleashedSoftware.listProducts({
            page: page + 1,
          });
          return products?.map(({
            Guid: value, ProductDescription: label,
          }) => ({
            value,
            label,
          })) || [];
        },
      };
      props[`line_${i}_quantity`] = {
        type: "string",
        label: `Line Item ${i} - Quantity`,
      };
      props[`line_${i}_unitPrice`] = {
        type: "string",
        label: `Line Item ${i} - Unit Price`,
      };
    }
    return props;
  },
  async run({ $ }) {
    const lineItems = [];
    let subtotal = 0, taxTotal = 0;
    const taxRate = await this.unleashedSoftware.getTaxRateFromCode({
      $,
      taxCode: this.taxCode,
    });

    for (let i = 1; i <= this.numLineItems; i++) {
      const lineTotal = +this[`line_${i}_unitPrice`] * +this[`line_${i}_quantity`];
      const lineTax = lineTotal * (taxRate / 100);
      lineItems.push({
        Product: {
          Guid: this[`line_${i}_productId`],
        },
        OrderQuantity: +this[`line_${i}_quantity`],
        UnitPrice: +this[`line_${i}_unitPrice`],
        LineTotal: lineTotal,
        LineTax: lineTax,
        LineNumber: i,
      });
      subtotal += lineTotal;
      taxTotal += lineTax;
    }
    const response = await this.unleashedSoftware.createSalesOrder({
      $,
      data: {
        Customer: {
          Guid: this.customerId,
        },
        ExchangeRate: +this.exchangeRate,
        OrderStatus: this.orderStatus,
        Warehouse: {
          Guid: this.warehouseId,
        },
        Comments: this.comments,
        Subtotal: subtotal,
        Tax: {
          TaxCode: this.taxCode,
        },
        TaxRate: taxRate,
        TaxTotal: taxTotal,
        Total: subtotal + taxTotal,
        SalesOrderLines: lineItems,
      },
    });

    $.export("$summary", "Successfully created sales order");
    return response;
  },
};

Configuration#

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI and CLI.

Label	Prop	Type	Description
Unleashed Software	`unleashedSoftware`	`app`	This component uses the Unleashed Software app.
Customer ID	`customerId`	`string`	Select a value from the drop down menu.
Exchange Rate	`exchangeRate`	`string`	The exchange rate to use for the order
Order Status	`orderStatus`	`string`	Select a value from the drop down menu:`ParkedPlacedBackorderedCompleted`
Warehouse ID	`warehouseId`	`string`	Select a value from the drop down menu.
Tax Code	`taxCode`	`string`	Select a value from the drop down menu.
Comments	`comments`	`string`	The comments to add to the sales order
Number of Line Items	`numLineItems`	`integer`	The number of line items to enter