Quotation Endpoints: Create, Update, and Price Quotes

These endpoints manage the full quotation lifecycle between Medusa and ERPNext. They cover creating a Quotation from a Medusa draft order, updating approval status, refreshing item lists, generating PDF URLs, and fetching real-time prices for cart items. All endpoints are guest-accessible.

Create quotation

POST Guest

POST https://<erpnext-site>/api/method/medusa_integration.api.create_quotation

Creates an ERPNext Quotation from a Medusa draft order. The customer is resolved by customer_id — first against the Customer doctype, then against Leads. If the party is a Lead and create_so is true, the Lead is automatically converted to a Customer before the quotation is saved. A billing address is created or updated if provided.

Taxes are applied from item tax templates automatically. Only templates associated with the configured company are included.

Request body

customer_id

string

required

Medusa customer ID. Must match a Customer or Lead with a medusa_id field in ERPNext.

draft_order_id

string

required

Medusa draft order ID. Stored as medusa_draft_order_id on the Quotation.

quotation_id

string

required

Medusa quotation ID. Stored as medusa_quotation_id on the Quotation.

items

object[]

required

Line items to add to the quotation.

Show properties

variant_id

string

required

Medusa variant ID. Resolved to an ERPNext item code via the Website Item’s medusa_variant_id field.

quantity

integer

default:"1"

Quantity to add.

billing_address

object

Billing address to create or update for the customer.

Show properties

address_1

string

Street address line 1.

city

string

City.

country_code

string

ISO 3166-1 alpha-2 country code (e.g. "om").

postal_code

string

Postal/ZIP code.

is_default

boolean

When true, sets this as the primary billing address, replacing any existing primary.

create_so

boolean

default:"false"

When true and the party is a Lead, converts the Lead to a Customer before saving the quotation.

Response fields

message

string

"Quotation created successfully" on success.

quotationId

string

The ERPNext name (ID) of the created Quotation.

Example

curl --request POST \
  --url "https://erp.example.com/api/method/medusa_integration.api.create_quotation" \
  --header "Content-Type: application/json" \
  --data '{
    "customer_id": "cus_01HXYZ",
    "draft_order_id": "dor_01ABC",
    "quotation_id": "quot_01ABC",
    "items": [
      { "variant_id": "var_01DEF", "quantity": 2 }
    ],
    "billing_address": {
      "address_1": "123 Main Street",
      "city": "Muscat",
      "country_code": "om",
      "postal_code": "100",
      "is_default": true
    },
    "create_so": false
  }'

Update quotation

POST Guest

POST https://<erpnext-site>/api/method/medusa_integration.api.update_quotation

Updates the workflow state of a Quotation to "Approved" or "Rejected". When approved with create_so: true, a Sales Order and Payment Request are automatically created and the payment URL is returned.

Approval submits the Quotation. Rejection submits and then cancels it. Both actions are irreversible through this endpoint.

Request body

quotation_id

string

required

Medusa quotation ID (stored as medusa_quotation_id on the ERPNext Quotation).

approval

string

required

Approval decision. Accepted values: "Approved" or "Rejected".

order_id

string

Medusa order ID. Stored as medusa_order_id on the Quotation when approved.

create_so

boolean

default:"false"

When true and approval is "Approved", creates a Sales Order from the Quotation and generates a Payment Request.

is_courier_required

boolean

When create_so is true, sets custom_is_courier_required on the Sales Order.

location_and_contact_no

string

Delivery location and contact number. Set as custom_location_and_contact_no on the Sales Order when create_so is true.

Response fields

When approval: "Approved" and create_so: true:

message

string

"Quotation updated successfully, Sales Order created & Payment URL generated"

quotation_id

string

ERPNext Quotation name.

sales_order_id

string

ERPNext Sales Order name.

payment_id

string

ERPNext Payment Request name.

payment_url

string

Payment gateway URL for the customer to complete payment.

Otherwise:

message

string

"Quotation updated successfully"

Quotation ID

string

ERPNext Quotation name.

Example

curl --request POST \
  --url "https://erp.example.com/api/method/medusa_integration.api.update_quotation" \
  --header "Content-Type: application/json" \
  --data '{
    "quotation_id": "quot_01ABC",
    "approval": "Approved",
    "order_id": "ord_01XYZ",
    "create_so": true,
    "is_courier_required": true,
    "location_and_contact_no": "Muscat, +968 91234567"
  }'

Update quotation (new items)

POST Guest

POST https://<erpnext-site>/api/method/medusa_integration.api.update_quotation_new

Replaces the full item list on an existing Quotation. Also sets the unapproved items and increased items tables, and applies delivery charges for non-Muscat addresses. Triggers the quotation export to Medusa after saving.

Request body

quotation_id

string

required

Medusa quotation ID (medusa_quotation_id on the ERPNext Quotation).

items

object[]

required

Replacement item list for the quotation.

Show properties

variant_id

string

required

Medusa variant ID.

quantity

integer

required

Quantity.

rate

number

required

Unit rate.

amount

number

required

Line total.

unapproved_items

object[]

Items that were not approved, stored in the unapproved_items child table.

Show properties

variant_id

string

required

Medusa variant ID.

quantity

integer

required

Quantity.

rate

number

required

Unit rate.

amount

number

required

Line total.

increased_items

object[]

Items whose quantities were increased, stored in the custom_increased_items table.

Show properties

variant_id

string

required

Medusa variant ID.

old_quantity

integer

required

Previous quantity.

new_quantity

integer

required

Updated quantity.

billing_address

object

required

Billing address used to determine delivery charges. If the city is not Muscat, a delivery charge is appended to the taxes table.

Show properties

city

string

required

Delivery city.

Response fields

message

string

"Quotation updated successfully"

Quotation ID

string

ERPNext Quotation name.

Example

curl --request POST \
  --url "https://erp.example.com/api/method/medusa_integration.api.update_quotation_new" \
  --header "Content-Type: application/json" \
  --data '{
    "quotation_id": "quot_01ABC",
    "items": [
      { "variant_id": "var_01DEF", "quantity": 2, "rate": 12.5, "amount": 25.0 }
    ],
    "unapproved_items": [],
    "increased_items": [],
    "billing_address": { "city": "Salalah" }
  }'

Fetch quotation PDF URL

POST Guest

POST https://<erpnext-site>/api/method/medusa_integration.api.fetch_quotation_pdf_url

Returns a print URL for a Quotation using the configured print format. The URL points to ERPNext’s printview and renders the quotation as a PDF in the browser.

Request body

quotation_id

string

required

ERPNext Quotation name (e.g. "QTN-2024-00001").

Response

Returns a plain string URL on success:

https://erp.example.com/printview?doctype=Quotation&name=QTN-2024-00001&format=Alfarsi%20Quote%20Print&no_letterhead=0&_lang=en

Returns an error object if the quotation is not found:

{
  "error": "Quotation with ID QTN-2024-00001 not found."
}

Example

curl --request POST \
  --url "https://erp.example.com/api/method/medusa_integration.api.fetch_quotation_pdf_url" \
  --header "Content-Type: application/json" \
  --data '{"quotation_id": "QTN-2024-00001"}'

Get Medusa prices

GET / POST Guest

POST https://<erpnext-site>/api/method/medusa_integration.api.get_medusa_prices

Returns the standard and negotiated prices for a list of Medusa product or variant IDs. Each item is resolved to an ERPNext item code via the Website Item. When a draft_order_id is provided, the associated Payment Request URL is also returned.

Prices are suppressed (returned as 0) if they exceed the configured price_visibility_threshold from the Homepage Landing settings.

Request body

items

object[]

required

List of products to price.

Show properties

medusa_product_id

string

Medusa product ID. Looked up against Website Item.medusa_id.

medusa_variant_id

string

Medusa variant ID. Looked up against Website Item.medusa_variant_id. Used as fallback if product ID does not resolve.

price_list

string

ERPNext price list name. Defaults to the customer’s default price list if not specified.

customer_id

string

Medusa customer ID. Used to resolve negotiated prices from the customer’s specific price list entries.

draft_order_id

string

Medusa draft order ID. When provided, the response is wrapped to include the associated payment URL.

Response fields

Without draft_order_id: a dictionary keyed by medusa_product_id or medusa_variant_id.

<medusa_id>

object

Price entry for the given Medusa ID.

Show properties

item_code

string

Resolved ERPNext item code.

standard_price

number

Standard selling price (0 if hidden by threshold).

negotiated_price

number

Customer-specific price, or 0 if none exists.

With draft_order_id:

prices

object

Same per-item dictionary as above.

payment_url

string | null

Payment URL from the Payment Request linked to the Sales Order for this draft order, or null if none.

Example

curl --request POST \
  --url "https://erp.example.com/api/method/medusa_integration.api.get_medusa_prices" \
  --header "Content-Type: application/json" \
  --data '{
    "items": [
      { "medusa_product_id": "prod_01ABC" },
      { "medusa_variant_id": "var_01DEF" }
    ],
    "customer_id": "cus_01HXYZ"
  }'

Store Endpoints

Admin Utilities

Quotation Endpoints: Create, Update, and Price Quotes

Create quotation

Request body

Response fields

Example

Update quotation

Request body

Response fields

Example

Update quotation (new items)

Request body

Response fields

Example

Fetch quotation PDF URL

Request body

Response

Example

Get Medusa prices

Request body

Response fields

Example

Build docs developers (and LLMs) love

Store Endpoints

Admin Utilities

Documentation Index

​Create quotation

​Request body

​Response fields

​Example

​Update quotation

​Request body

​Response fields

​Example

​Update quotation (new items)

​Request body

​Response fields

​Example

​Fetch quotation PDF URL

​Request body

​Response

​Example

​Get Medusa prices

​Request body

​Response fields

​Example

Build docs developers (and LLMs) love

Create quotation

Request body

Response fields

Example

Update quotation

Request body

Response fields

Example

Update quotation (new items)

Request body

Response fields

Example

Fetch quotation PDF URL

Request body

Response

Example

Get Medusa prices

Request body

Response fields

Example