Line Item Management

Line item management is a critical component of our system, allowing you to efficiently handle line item data. On this page, we will explore various line item management endpoints that enable you to programmatically manage line item information.

The Line Item Model

The line item model encompasses all the information related to individual items in orders or invoices. It includes details such as the item name, quantity, price, and additional attributes that help you manage these items.

Properties

  • Name
    name
    Type
    string
    Description

    The name of the line item. Required.

  • Name
    quantity
    Type
    double
    Description

    The quantity of the line item. Required.

  • Name
    price
    Type
    double
    Description

    The price of the line item. Required.

  • Name
    sequence
    Type
    integer
    Description

    Sequence number of the line item in an order or invoice. Optional, defaults to 5.

  • Name
    receivedQuantity
    Type
    double
    Description

    The quantity of the line item that has been received. Optional.

  • Name
    description
    Type
    text
    Description

    A description of the line item. Optional.

  • Name
    image
    Type
    text
    Description

    URL of an image representing the line item. Optional.

  • Name
    unit
    Type
    string
    Description

    The unit of measure for the line item. Optional.

  • Name
    tax
    Type
    double
    Description

    The tax applied to the line item. Optional.

  • Name
    status
    Type
    string
    Description

    The status of the line item. Optional.

  • Name
    note
    Type
    text
    Description

    A note associated with the line item. Optional.

  • Name
    code
    Type
    string
    Description

    A code associated with the line item. Optional.

  • Name
    binName
    Type
    string
    Description

    The name of the bin where the item is stored. Optional.

  • Name
    externalId
    Type
    string
    Description

    An external identifier for the line item. Optional.

  • Name
    externalValue
    Type
    string
    Description

    An external value associated with the line item. Optional.

  • Name
    metadata
    Type
    json
    Description

    Additional metadata associated with the line item. Defaults to an empty JSON object ''. Optional.

  • Name
    markup
    Type
    double
    Description

    The markup percentage for the line item. Optional.

  • Name
    cost
    Type
    double
    Description

    The cost of the line item. Optional.

  • Name
    isRevenue
    Type
    boolean
    Description

    Indicates whether the line item is considered as revenue. Optional.

  • Name
    orderTax
    Type
    boolean
    Description

    Indicates if tax is applied to the order. Optional.


GET/public/lineItems

List all Line Items

This endpoint enables you to retrieve a paginated list of all line items from an order, purchase or invoice by ID.

By default, it displays a maximum of ten line items per page.

Required attributes

  • Name
    filter
    Type
    array
    Description

    Provide the ID of the order, purchase, invoice, or estimate to retrieve the line items. This is a mandatory field. The filter attribute supports the following types: 'order', 'purchase', 'invoice', 'estimate'. Use the type as a key in the filter object, followed by the respective ID as its value. For example, to filter by an order ID, you would use filter[order]=<order-id>.

Optional attributes

  • Name
    limit
    Type
    integer
    Description
    Limit the number of clients returned.
  • Name
    offset
    Type
    integer
    Description
    Offset the number of results to skip before starting to return them.
  • Name
    orderBy
    Type
    string[]
    Description
    Specify the ordering of the results. Default is ['createdAt:DESC'] .
  • Name
    search
    Type
    string
    Description
    A search term to filter the results.

Request

GET
/public/lineItems
curl -G https://api.invoiss.com/public/lineItems \
-H "Authorization: {token}" \
-d "limit=10&filter[order]={order_id}"

Response

{
	"items":[
{
	"id":"94981392-a044-454b-a2d5-e8187a23bfdc",
	"image":null,
	"name":"Sample Item",
	"description":"Item Description",
	"price":101,
	"quantity":69,
	"orderTax":null,
	"unit":null,
	"status":null,
	"code":null,
	"sequence":5,
	"externalId":"external-id-1",
	"externalValue":null,
	"markup":null,
	"isRevenue":null,
	"cost":null,
	"receivedQuantity":null,
	"metadata":{

},
	"item":null,
	"order":{
	"number":"3DPMDX-Draft",
	"type":"ORDER",
	"metadata":{

},
	"externalId":null,
	"company":{
	"name":"Tester Company"
},
	"companyLocation":null,
	"client":{
	"name":null,
	"contact":"Test Tester",
},
	"serviceDate":null,
	"createdAt":"2023-12-22T11:16:47.000Z",
	"updatedAt":"2023-12-22T11:16:47.000Z",
	"paidTotal":0
},
	"purchase":null,
	"category":null,
	"uom":null,
	"prices":[

	],
	"modifierGroups":[

	],
	"tax":null
}
	],
	"count":1
}

POST/public/lineItems

Create or Update a Line Item

This endpoint allows you to add a new line item or update an existing one. To create or update a line item, you must provide essential information such as name, quantity, and price.

Required attributes

  • Name
    quantity
    Type
    number
    Description

    The quantity of the line item.

  • Name
    name
    Type
    string
    Description

    The name of the line item.

Optional attributes

  • Name
    sequence
    Type
    number
    Description

    The sequence number of the line item in the order.

  • Name
    receivedQuantity
    Type
    number
    Description

    The quantity of the line item received.

  • Name
    description
    Type
    string
    Description

    A description of the line item.

  • Name
    image
    Type
    string
    Description

    URL of an image representing the line item.

  • Name
    unit
    Type
    string
    Description

    The unit of measure for the line item.

  • Name
    price
    Type
    number
    Description

    The price of the line item.

  • Name
    tax
    Type
    number
    Description

    The tax applied to the line item.

  • Name
    status
    Type
    string
    Description

    The status of the line item.

  • Name
    note
    Type
    string
    Description

    A note associated with the line item.

  • Name
    binName
    Type
    string
    Description

    The name of the bin where the item is stored.

  • Name
    item
    Type
    ID
    Description

    The unique identifier of the item.

  • Name
    uom
    Type
    ID
    Description

    The unit of measure identifier.

  • Name
    category
    Type
    ID
    Description

    The category identifier of the line item.

  • Name
    order
    Type
    ID
    Description

    The order identifier to which the line item belongs.

  • Name
    store
    Type
    ID
    Description

    The store identifier where the line item is available.

  • Name
    purchase
    Type
    ID
    Description

    The purchase identifier related to the line item.

  • Name
    modifierGroups
    Type
    array
    Description

    Groups of modifiers applied to the line item.

  • Name
    prices
    Type
    array
    Description

    Different price validators for the line item.

  • Name
    code
    Type
    string
    Description

    A code associated with the line item.

  • Name
    externalId
    Type
    string
    Description

    An external identifier for the line item.

  • Name
    externalValue
    Type
    string
    Description

    An external value associated with the line item.

  • Name
    metadata
    Type
    object
    Description

    Additional metadata associated with the line item.

  • Name
    markup
    Type
    number
    Description

    The markup percentage for the line item.

  • Name
    cost
    Type
    number
    Description

    The cost of the line item.

  • Name
    isRevenue
    Type
    boolean
    Description

    Indicates whether the line item is considered revenue.

  • Name
    orderTax
    Type
    boolean
    Description

    Indicates if tax is applied to the order.

Request

POST
/public/lineItems
curl https://api.invoiss.com/public/lineItems \
-H "Authorization: {token}" \
-d '{
"inputs": [
	{
	"name": "New Line Item",
	"quantity": 20,
	"price": 15.99
	}
]
}'

Response

{
	true
}