Quotes
Master data for validating quote numbers. Workist can recognise quote numbers and validate them against the provided master data.
Column Description
Red names are mandatory. Purple names are at least recommended data.
Header Level
| # | Field Name | Status | Description |
|---|---|---|---|
| 1 | partition_id | Strongly recommended | Reference to a customer ID (client_id1). Not mandatory, but very strongly recommended so that only customer-specific quotes can be selected. |
| 2 | offer_number | Required | Quote number |
| 3 | valid_from | Optional | Valid from |
| 4 | valid_until | Optional | Valid until |
Line Item Level
Workist can also match quotes at line item level. For this purpose, the header fields must be repeated for each line item.
| # | Field Name | Status | Description |
|---|---|---|---|
| 1 | position_number | Recommended | Line item number in the quote |
| 2 | article_id1 | Recommended | Article number |
| 3 | article_id2 | Optional | Alternative article number 2 |
| 4 | article_id3 | Optional | Alternative article number 3 |
| 5 | article_description | Recommended | Article description |
| 6 | quantity | Recommended | Quantity |
| 7 | unit | Recommended | Unit |
Format
Columns that are not needed can be omitted from the data export.
Example file name: example_offer_list.csv
partition_id;offer_number;valid_from;valid_until;position_number;article_id1;article_description;quantity;unit
K001;ANG-2024-001;2024-01-01;2024-12-31;1;ART001;Schrauben M8x20 100er Pack;500;Packung
K001;ANG-2024-001;2024-01-01;2024-12-31;2;ART002;Dübel 8mm 50er Pack;200;Packung
K002;ANG-2024-002;2024-01-01;2024-06-30;1;ART003;Bohrmaschine XL Pro;10;Stück