perfex-sales-documents

Perfex CRM sales documents

Invoices, estimates, proposals and credit notes carry line items. These tools follow the {resource}_{action} pattern (for example invoices_create, estimates_get, proposals_update, credit_notes_list, payments_list). Follow the general perfex-crm skill for lookups, confirmations and error handling; this skill adds the document-specific rules.

Before creating a document

1. Resolve the customer with customers_search and use its id (clientid). Ask if the match is ambiguous.
2. Get the currency id from list_currencies and, if the user mentions tax, the tax names or ids from list_taxes. Do not invent ids.
3. Use get_current_datetime for today's date and for due dates expressed relatively ("net 30").
4. For catalog products or services, look them up with items_search and reuse their description and rate.
5. Show the user a draft (customer, date, due date, currency, each line with quantity, rate and line total, and the expected subtotal) and confirm before calling _create.

Line items

• Pass line items in data.items as an array of objects with description, optional long_description, qty, rate, and optional unit. Subtotal and total are calculated by the CRM from the items.
• {resource}_get returns the current line items in an items array, each with its itemid.
• On {resource}_update, include itemid to edit an existing line, omit itemid to add a new line, and list the itemids to remove in a removed_items array. Fields you leave out of data are not changed.
• Always read the document with _get before editing its lines so you work from the current items.

Payments

• Find payments with payments_list or payments_search; read the related invoice with invoices_get when you need the balance or status.
• Recording or changing a payment only updates the CRM's records. It never moves money. Confirm amount, date, payment mode (from list_payment_modes) and invoice before writing.