Reference · built on requestOperator by FibricSales, quotes & revenue

Quote to Order

Matches each accepted quote to the ERP sales order and proposes creating the order, or correcting its lines, when they differ.

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About

Quote to Order starts when a quote is accepted: a Business Central salesQuote with an acceptedDate, or a HubSpot quote whose hs_status is APPROVED and hs_payment_status is PAID. It then looks for the sales order that should exist for it, by externalDocumentNumber in Business Central, by a filtered record query in NetSuite, or by order name and customAttributes on a Shopify or BigCommerce order.

If no order exists, it proposes making one. If one exists, it compares every line: item, quantity, unitPrice, discountPercent, and unit of measure. Differences are listed side by side. A person approves the creation or the correction. Nothing is written to the ERP until they do.

This is a reference listing. It documents what Fibric would read from Quote to Order and what it could propose, based on the vendor's published interfaces. Fibric builds it under a managed deployment when you request it; selecting it here installs nothing.

Inputs

  • Accepted quotes in Business Central: salesQuotes with an acceptedDate, and their salesQuoteLines with itemId, quantity, unitPrice, and discountPercent
  • HubSpot quotes in hs_status APPROVED with hs_payment_status PAID, and the line items associated to the quote with hs_sku, quantity, and price
  • Sales orders in Business Central with externalDocumentNumber, status Draft, In Review, or Open, and each salesOrderLine's lineObjectNumber, quantity, and unitPrice
  • NetSuite sales orders through the REST record service, filtered with the q parameter, or through a SuiteQL query
  • Storefront orders that carry the quote: Shopify Order name, customAttributes, tags, and lineItems with sku and quantity; BigCommerce order products with sku and quantity
  • The customer behind the quote, by customerNumber, so an order created under a different customer number is caught

Proposed actions

  • Target capability: propose turning an accepted Business Central quote into an order through the salesQuote makeOrder action
  • Target capability: propose creating a sales order through POST salesOrder with the quote's customerId, externalDocumentNumber, and one salesOrderLine per quote line
  • Target capability: propose a line correction through PATCH salesOrderLine, showing the quote value beside the order value for quantity, unitPrice, and discountPercent
  • Target capability: propose a task on the CRM deal naming the mismatch when the difference belongs with the customer rather than the ERP

Proposed actions are target capabilities. Every action runs propose-first and needs a validated deployment and the appropriate permissions.

What you can build

  • HubSpot approved quote to a Business Central order

    When hs_payment_status turns PAID, look for a salesOrder with the quote number in externalDocumentNumber and propose POST salesOrder with the quote's line items if none exists.

    With HubSpot, Microsoft Dynamics 365 Business Central

  • Store order versus the quote

    Match a Shopify order that carries the quote number in customAttributes to the Business Central quote and propose a correction where lineItems quantity or sku differ.

    With Shopify, Microsoft Dynamics 365 Business Central

  • NetSuite order lookup by quote number

    Query NetSuite sales orders with the REST record q filter or SuiteQL for the quote reference, and propose a task on the deal when no order is found.

    With NetSuite, HubSpot

  • BigCommerce order products check

    Compare each order product's sku, quantity, and base_price with the accepted quote lines and propose the line fix in the ERP with both values shown.

    With BigCommerce, Microsoft Dynamics 365 Business Central

Requirements

  • An ERP whose quotes and orders are readable and writable by API: Business Central salesQuotes and salesOrders, or NetSuite through REST record and SuiteQL
  • A quote source with an accepted state: Business Central acceptedDate or HubSpot hs_status APPROVED
  • A stable key that links quote to order, such as externalDocumentNumber or a customAttribute on the store order
  • One approver in order management for each creation or correction
Authentication
An ERP API user allowed to create and update sales orders, a CRM private-app or OAuth token with quote read scope, and a store API token with read_orders.

Limits

  • It creates or corrects the order document. It does not ship, invoice, or post anything.
  • Matching depends on the key you choose. An order keyed by nothing but the customer name is shown as a possible match, never corrected.
  • Lines that use a unit of measure the ERP does not define for the item are flagged for a person, not converted.
  • A quote accepted in the CRM but never copied to the ERP is proposed as a new order, with the quote lines listed for review.

Access and pricing

Reference listing. Fibric builds the operator under a managed deployment when you request it. Your quote covers the build, capabilities, usage, and support.

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Questions and answers

What does order management approve?
Either a new order or a set of line corrections. For a new order the proposal lists every line with item, quantity, and price taken from the quote. For a correction it shows the quote value and the order value side by side. Approve, edit, or reject.
Which system wins when the quote and the order disagree?
Neither, on its own. The proposal shows both values and the person picks. The accepted quote is treated as what the customer agreed to, so the default suggestion is to align the order to it, but that is a suggestion.
What record is kept?
Per quote: the quote id, the order found or created, each line compared with both values, the proposal, who approved it, and when. For a created order the entry holds its number and how to delete it while it is still Draft.
Ask about Quote to Order

Ask about the capabilities and requirements in this listing.

For project-specific requirements, contact Fibric.

This operator is developed, published, and supported by Fibric. Third-party names and logos identify the systems an integration connects to; they are the property of their respective owners, who are not affiliated with Fibric and do not sponsor or endorse this listing. Trademark policy