Create a New Standard Item: /items
Purpose
This API creates a new item of type STANDARD and stores its details including codes, inventory settings, pricing method, and sale properties.
Use Case
Used by systems that need to automate or manage inventory by programmatically creating standard items for sale or warehouse purposes.
Path Parameters
No path parameters required for this endpoint.
Query Parameters
No query parameters required for this endpoint.
Request Body
{
"items": {
"id": "ITEM_ID",
"type": "ITEM_TYPE",
"name": "ITEM_NAME",
"codes": [
{
"name": "CODE_NAME",
"value": "CODE_VALUE"
}
],
"uoms": [
{
"name": "UOM_NAME",
"used_for_sale": "BOOLEAN"
}
],
"sale": {
"enabled": "BOOLEAN",
"pricing_method": "PRICING_METHOD",
"charge": {
"type": "CHARGE_TYPE"
},
"pricing": {
"type": "PRICING_TYPE"
},
"default_sale_price": "DEFAULT_SALE_PRICE"
},
"inventories": {
"enabled": "BOOLEAN",
"warehouse_isEnabled": "BOOLEAN",
"warehouses": [
{
"name": "WAREHOUSE_NAME",
"quantity_available": "QUANTITY_AVAILABLE",
"accounting_code": "ACCOUNTING_CODE"
}
],
"inventory_properties": {
"quantity_available_for_sale_determination": "SALE_DETERMINATION_STRATEGY",
"quantity_available_for_sale": "SALE_AVAILABILITY"
}
}
}
}
| Attribute | Type | Description |
|---|---|---|
| id | String | Optional unique identifier for the item. |
| type | String | Type of item to create (STANDARD). |
| name | String | Name of the item. |
| codes | Array | List of identifying codes such as UPC. |
| isEnabled | String | Whether the item is available for sale. |
| pricing_method | String | Pricing method for sale (STANDARD). |
| type | String | Charge type (ONE_OFF). |
| type | String | Sale pricing strategy (PER_UNIT_PRICING). |
| default_sale_price | Float | Default sale price of the item. |
| isEnabled | String | Whether inventory tracking is enabled. |
| warehouse_isEnabled | String | Whether warehouse support is enabled. |
| name | String | Name of the warehouse. |
| quantity_available | String | Quantity available in the warehouse. |
| accounting_code | String | Accounting code for inventory. |
| quantity_available_for_sale_determination | String | Determination logic for quantity available. |
| quantity_available_for_sale | String | Quantity available category (UNLIMITED, etc.). |
Response
Returns the full details of the newly created item, including system-generated metadata, identifiers, and item-specific properties like codes and KPIs.Item includes essential information such as a unique identifier (id), current status (ACTIVE), display and internal names, and descriptive text outlining the item's purpose or characteristics. The type is defined as STANDARD, and the item is assigned a base_uom (Unit of Measurement) of "UNIT". Metadata fields track its creation and update history, such as created_by, created_on, last_updated_by, and last_updated_on, with version control and a globally unique identifier (uuid). Visual representation is supported through an image_uri, while form configuration and extensibility are handled by linked custom_form, custom_attributes, and custom_objects.Additional item configuration includes codes like UPCs, defined currencies indicating how the item can be transacted (e.g., used for sale or purchase in AUD), and inventory details such as associated warehouses, quantities on hand, and stock control settings. The sale and purchase sections elaborate on the financial setup, including pricing methods (PER_UNIT_PRICING), tax configurations, accounting codes, default pricing, dimensional specifications (width, height, length, weight), and associated profiles (e.g., discount, shipping). Advanced options like back-order support, tax exemption, charge types, and optional pricing variants are also configurable.
Response Body
{
"item": {
"status": "ITEM_STATUS",
"id": "ITEM_ID",
"name": "ITEM_NAME",
"display_name": "DISPLAY_NAME",
"description": "ITEM_DESCRIPTION",
"type": "ITEM_TYPE",
"base_uom": "BASE_UOM",
"origin": "ITEM_ORIGIN",
"invoice_note": "INVOICE_NOTE",
"created_by": "CREATED_BY",
"created_on": "CREATED_TIMESTAMP",
"last_updated_by": "LAST_UPDATED_BY",
"last_updated_on": "LAST_UPDATED_TIMESTAMP",
"uuid": "ITEM_UUID",
"version": "ITEM_VERSION",
"image_uri": "IMAGE_URI",
"group": {},
"manager": "ITEM_MANAGER",
"custom_form": {
"uuid": "CUSTOM_FORM_UUID",
"name": "CUSTOM_FORM_NAME"
},
"custom_attributes": [],
"custom_objects": [],
"codes": [
{
"name": "CODE_NAME",
"value": "CODE_VALUE"
},
{
"name": "CODE_NAME",
"value": "CODE_VALUE"
}
],
"uoms": [],
"currencies": [
{
"name": "CURRENCY_NAME",
"used_for_sale": "BOOLEAN",
"default_for_sale": "BOOLEAN",
"used_for_purchase": "BOOLEAN",
"default_for_purchase": "BOOLEAN"
}
],
"sale": {
"enabled": "BOOLEAN",
"enable_back_order": "BOOLEAN",
"invoice_note": "SALE_INVOICE_NOTE",
"accounting_code": {},
"default_sale_price": "DEFAULT_SALE_PRICE",
"shipping_profile": "SHIPPING_PROFILE",
"width": {
"uom": "WIDTH_UOM",
"value": "WIDTH_VALUE"
},
"height": {
"uom": "HEIGHT_UOM",
"value": "HEIGHT_VALUE"
},
"length": {
"uom": "LENGTH_UOM",
"value": "LENGTH_VALUE"
},
"weight": {
"uom": "WEIGHT_UOM",
"value": "WEIGHT_VALUE"
},
"tax_exempt_when_sold": "BOOLEAN",
"pricing_method": "PRICING_METHOD",
"tax_configuration": {
"sale_price_entered_inclusive_of_tax": "BOOLEAN"
},
"charge": {
"type": "CHARGE_TYPE",
"properties": [
{
"name": "CHARGE_PROPERTY_NAME",
"value": "CHARGE_PROPERTY_VALUE"
},
{
"name": "CHARGE_PROPERTY_NAME",
"value": "CHARGE_PROPERTY_VALUE"
}
]
},
"payment_properties": [
{
"name": "PAYMENT_PROPERTY_NAME",
"value": "PAYMENT_PROPERTY_VALUE"
},
{
"name": "PAYMENT_PROPERTY_NAME",
"value": "PAYMENT_PROPERTY_VALUE"
},
{
"name": "PAYMENT_PROPERTY_NAME",
"value": "PAYMENT_PROPERTY_VALUE"
},
{
"name": "PAYMENT_PROPERTY_NAME",
"value": "PAYMENT_PROPERTY_VALUE"
}
],
"discount_profile": {},
"pricing": {
"type": "PRICING_TYPE",
"version": "PRICING_VERSION",
"latest_used_pricing_version": "LATEST_USED_VERSION",
"pricing_module": []
},
"use_on_sale_price": "BOOLEAN",
"sale_price_variant": "SALE_PRICE_VARIANT",
"sale_price": "SALE_PRICE",
"start_date": "SALE_START_DATE",
"end_date": "SALE_END_DATE"
},
"inventories": {
"enabled": "BOOLEAN",
"enable_warehouse_management": "BOOLEAN",
"warehouses": [],
"default_warehouse": "DEFAULT_WAREHOUSE",
"inventory_properties": {
"enable_low_stock_notification": "BOOLEAN",
"low_stock_threshold_based_on": "LOW_STOCK_THRESHOLD",
"enable_reordering": "BOOLEAN",
"reordering_threshold_based_on": "REORDERING_THRESHOLD",
"quantity_available_for_sale_determination": [
"SALE_QUANTITY_STRATEGY"
],
"quantity_available_for_sale": "SALE_QUANTITY",
"enable_preorder": "BOOLEAN",
"enable_serialization": "BOOLEAN",
"enable_batch_tracking": "BOOLEAN",
"enable_inventory_costing": "BOOLEAN",
"use_atp_value_as_quantity_available_for_webhook": "BOOLEAN",
"default_cost_per_unit": "DEFAULT_COST"
}
},
"kpis": {
"total_orders": "TOTAL_ORDERS",
"active_orders": "ACTIVE_ORDERS",
"total_revenue": "TOTAL_REVENUE",
"total_collected": "TOTAL_COLLECTED",
"total_outstanding": "TOTAL_OUTSTANDING",
"total_overdue": "TOTAL_OVERDUE"
}
}
}
| Attribute | Type | Description |
|---|---|---|
| status | String | Status of the item |
| id | String | Unique item identifier |
| name | String | Name of the item |
| display_name | String | Display name of the item |
| description | String | Description of the item |
| type | String | Type of the item (e.g., STANDARD) |
| base_uom | String | Base unit of measure |
| origin | String | Origin or source of the item |
| invoice_note | String | Invoice note for the item |
| created_by | String | Creator of the item |
| created_on | String | Timestamp when the item was created |
| last_updated_by | String | Last user who updated the item |
| last_updated_on | String | Timestamp of last update |
| uuid | String | Unique UUID of the item |
| version | String | Version number |
| image_uri | String | URI of the item's image |
| group | Object | Group information (empty object) |
| manager | String | Manager of the item |
| custom_form | Object | Custom form associated with the item |
| custom_attributes | Array | List of custom attributes (empty array) |
| custom_objects | Array | List of custom objects (empty array) |
| codes | Array | List of item codes (e.g., UPC-CODE, ITEM-NUMBER) |
| uoms | Array | List of unit of measures (empty array) |
| currencies | Array | Currency usage and defaults for sale/purchase |
| sale | Object | Sale configuration and pricing details |
| inventories | Object | Inventory settings and properties |
| kpis | Object | Key performance indicators for the item |
Configure Standard Sale Information for an Item: /items/{item_id}/sale
Purpose
This API sets or updates the standard sale configuration of a specific item. It allows defining pricing, tax settings, charge method, and sale duration for an item, ensuring that it is properly configured for transactions in different currencies.
Use Case
Use this endpoint when creating or updating an item’s sale configuration, especially for enabling its availability in a catalog with specific tax rules, pricing models, and charge properties. For instance, an administrator may use this to assign a fixed sale price with GST applied and define the item's validity period for promotional pricing.
Path Parameters
| Parameter | Type | Description |
|---|---|---|
| item_id | string | Unique identifier of the item. |
Query Parameters
No query parameters required for this endpoint.
Request Body
{
"items": {
"uoms": [],
"currencies": [
{
"name": "CURRENCY_CODE",
"default_for_sale": "BOOLEAN_STRING",
"used_for_sale": "BOOLEAN_STRING"
}
],
"sale": {
"enabled": "BOOLEAN_STRING",
"invoice_note": "INVOICE_NOTE_TEXT",
"accounting_code": "ACCOUNTING_CODE_NAME",
"default_sale_currency": "CURRENCY_CODE",
"default_sale_price": "DEFAULT_SALE_PRICE",
"isTaxExemptWhenSold": "BOOLEAN_STRING",
"pricing_method": "PRICING_METHOD",
"tax_configuration": {
"sale_price_entered_is_inclusive_of_tax": "BOOLEAN_STRING",
"sale_price_is_based_on": "TAX_BASIS_TYPE",
"tax_code": {
"uuid": "TAX_CODE_UUID",
"code": "TAX_CODE_NAME",
"rate": "TAX_RATE_PERCENTAGE"
}
},
"charge": {
"type": "CHARGE_TYPE"
},
"pricing": {
"type": "PRICING_TYPE",
"pricing_module": [
{
"price": "UNIT_PRICE",
"currency": "CURRENCY_CODE"
}
]
},
"use_on_sale_price": "BOOLEAN_STRING",
"sale_price_variant": "PRICE_VARIANT_TYPE",
"sale_price": "SALE_PRICE_VALUE",
"start_date": "START_DATE_YYYY-MM-DD",
"end_date": "END_DATE_YYYY-MM-DD"
}
}
}
| Attribute | Type | Description |
|---|---|---|
| item_id | String | Optional unique identifier for the item. |
| item_type | String | Type of item to create (STANDARD). |
| item_name | String | Name of the item. |
| item_codes | Array | List of identifying codes such as UPC. |
| sale_is_enabled | String | Whether the item is available for sale. |
| sale_pricing_method | String | Pricing method for sale (STANDARD). |
| sale_charge_type | String | Charge type (ONE_OFF). |
| sale_pricing_type | String | Sale pricing strategy (PER_UNIT_PRICING). |
| sale_default_price | Float | Default sale price of the item. |
| inventory_is_enabled | String | Whether inventory tracking is enabled. |
| warehouse_is_enabled | String | Whether warehouse support is enabled. |
| warehouse_name | String | Name of the warehouse. |
| warehouse_quantity_available | String | Quantity available in the warehouse. |
| warehouse_accounting_code | String | Accounting code for inventory. |
| inventory_quantity_available_for_sale_determination | String | Determination logic for quantity available. |
| inventory_quantity_available_for_sale | String | Quantity available category (UNLIMITED, etc.). |
Response
The response confirms the item's updated sale configuration, including validated accounting information, pricing breakdown, tax configuration, and status flags. This structure ensures that pricing rules and fiscal compliance are correctly applied to the item across relevant modules like invoicing and order management.
Response Body
{
"item": {
"sale": {
"enabled": "BOOLEAN_STRING",
"enable_back_order": "BOOLEAN_STRING",
"invoice_note": "INVOICE_NOTE_TEXT",
"accounting_code": {
"sales_revenue": "ACCOUNTING_CODE_NAME"
},
"default_sale_price": "DEFAULT_SALE_PRICE",
"shipping_profile": "",
"width": {
"uom": "",
"value": ""
},
"height": {
"uom": "",
"value": ""
},
"length": {
"uom": "",
"value": ""
},
"weight": {
"uom": "",
"value": ""
},
"tax_exempt_when_sold": "BOOLEAN_STRING",
"pricing_method": "PRICING_METHOD",
"tax_configuration": {
"sale_price_entered_inclusive_of_tax": "BOOLEAN_STRING"
},
"pricing_profile": {},
"charge": {
"type": "CHARGE_TYPE",
"properties": [
{
"name": "FULFILLMENT_PROPERTY_NAME",
"value": "FULFILLMENT_PROPERTY_VALUE"
}
]
},
"payment_properties": [
{
"name": "PAYMENT_PROPERTY_NAME",
"value": "PAYMENT_PROPERTY_VALUE"
}
],
"discount_profile": {},
"pricing": {
"type": "PRICING_TYPE",
"version": "PRICING_VERSION",
"latest_used_pricing_version": "",
"pricing_module": [
{
"price": "UNIT_PRICE",
"currency": "CURRENCY_CODE",
"last_purchase_price": "",
"average_purchase_price": ""
}
]
},
"use_on_sale_price": "BOOLEAN_STRING",
"sale_price_variant": "",
"sale_price": "",
"start_date": "",
"end_date": ""
}
}
}
| Attribute | Type | Description |
|---|---|---|
| enabled | string (boolean) | Indicates if the item is active for sale. |
| enable_back_order | string (boolean) | Indicates if back orders are allowed. |
| invoice_note | string | Note to include on the invoice. |
| sales_revenue | string | Revenue category assigned. |
| default_sale_price | string | Default sale price configured. |
| shipping_profile | string | Shipping profile (empty if not set). |
| width, height, length, weight | object | Dimensional attributes with uom and value. |
| tax_exempt_when_sold | string (boolean) | Indicates if tax exemption is applied. |
| pricing_method | string | Pricing strategy used. |
| sale_price_entered_inclusive_of_tax | string (boolean) | Whether the sale price includes tax. |
| type | string | Type of charge (e.g., ONE_OFF). |
| name | string | Additional charge property name. |
| value | string | Additional charge property value. |
| name | string | Payment property name. |
| value | string | Payment property value. |
| discount_profile | object | Discount rules, if defined. |
| type | string | Type of pricing model (e.g., PER_UNIT_PRICING). |
| version | string | Version of the pricing configuration. |
| price | string | Defined unit price. |
| currency | string | Currency used in pricing. |
| use_on_sale_price | string (boolean) | If custom sale price is applied. |
| sale_price_variant | string | Variant method used for pricing. |
| sale_price | string | Sale-specific price (empty if not active). |
| start_date | string (date) | Start date of special pricing (empty if not set). |
| end_date | string (date) | End date of special pricing (empty if not set). |
Configure Item Purchase Details: /items/{item_id}/purchase
Purpose
This API allows you to configure or update purchase-related settings for a specific item. It enables defining supplier relationships, unit of measurement (UOM) conversions, currency usage, pricing modules, and tax configurations used during the procurement process. By using this API, you can automate how items are purchased, priced, taxed, and managed across multiple suppliers and currencies.
Use Case
This endpoint is primarily used by procurement or inventory management systems to set up item purchase configurations at the time of item creation or update. For example, a procurement manager can enable supplier management, define preferred suppliers, specify purchase pricing in multiple currencies, and establish tax settings for each supplier. It is particularly useful for organizations that manage global purchasing operations where multiple currencies and tax configurations are involved.
Path Parameters
| Parameter | Type | Description |
|---|---|---|
| item_id | String | Unique identifier of the item whose purchase configuration is being created or updated. |
Query Parameters
This API does not accept query parameters.
Request Body
{
"items": {
"currencies": [
{
"name": "currency_name",
"default_for_purchase": "boolean_value",
"used_for_purchase": "boolean_value"
}
],
"purchase": {
"enabled": "boolean_value",
"supplier_management_enabled": "boolean_value",
"suppliers": [
{
"id": "supplier_id",
"name": "supplier_name",
"rate_option": "rate_option_type",
"accounting_code": "accounting_code_name",
"purchase_order_note": "purchase_note",
"default_purchase_currency": "currency_code",
"default_purchase_price": "numeric_value",
"tax_exempt_when_purchase": "boolean_value",
"tax_configuration": {
"purchase_price_entered_inclusive_of_tax": "boolean_value"
},
"pricing": {
"type": "pricing_type",
"pricing_module": [
{
"price": "numeric_value",
"currency": "currency_code",
"price_type": "price_type"
}
]
}
}
]
}
}
}
| Attribute | Type | Description |
|---|---|---|
| items | Object | Root object containing purchase configuration details for the item. |
| currencies | Array | List of currencies supported for purchasing the item. |
| name | String | Name or code of the currency (example: AUD, USD). |
| default_for_purchase | Boolean | Indicates if this currency is the default for purchases. |
| used_for_purchase | Boolean | Indicates whether this currency can be used for purchases. |
| purchase | Object | Container for all purchase configuration settings. |
| enabled | Boolean | Enables or disables purchasing for this item. |
| supplier_management_enabled | Boolean | Determines if supplier management is enabled. |
| suppliers | Array | List of suppliers linked to the item for purchasing. |
| id | String | Unique identifier of the supplier. Leave blank for default. |
| suppliers.name | String | Supplier name. |
| rate_option | String | Defines how pricing is applied (example: PER_UNIT). |
| accounting_code | String | Accounting code associated with the supplier’s purchases. |
| purchase_order_note | String | Default note to include in purchase orders. |
| default_purchase_currency | String | Default currency code for purchases from this supplier. |
| default_purchase_price | String | Default purchase price for the item. |
| tax_exempt_when_purchase | Boolean | Indicates if the item is tax exempt when purchased. |
| tax_configuration | Object | Contains tax-related settings for purchases. |
| purchase_price_entered_inclusive_of_tax | Boolean | Specifies whether purchase prices include tax. |
| pricing | Object | Defines the pricing model used for supplier purchases. |
| type | String | Pricing type (example: PER_UNIT_PRICING). |
| pricing_module | Array | Collection of pricing rules and configurations. |
| price | String | Price value associated with the rule. |
| currency | String | Currency for the specified price. |
| price_type | String | Type of price (example: PRICE, DISCOUNT_PERCENTAGE). |
Response
On successful request, the API returns the updated purchase configuration for the specified item, including supplier details, tax configurations, and pricing modules. The response confirms that purchasing has been enabled for the item and reflects all active supplier settings. It provides computed and system-mapped fields such as pricing versions, accounting code mappings, and validated tax structures. A successful response means the item is now ready for procurement operations using the configured parameters.
Response Body
{
"item": {
"purchase": {
"enabled": "boolean_value",
"supplier_management_enabled": "boolean_value",
"pricing_profile": {},
"purchase_properties": [
{
"name": "property_name",
"value": "property_value"
}
],
"suppliers": [
{
"id": "supplier_id",
"name": "supplier_name",
"accounting_code": {
"sales_revenue": "accounting_category"
},
"purchase_order_note": "purchase_note",
"default_purchase_currency": "currency_id",
"default_purchase_price": "numeric_value",
"tax_exempt_when_purchase": "boolean_value",
"tax_configuration": {
"purchase_price_entered_inclusive_of_tax": "boolean_value",
"tax_code": {}
},
"pricing": {
"type": "pricing_type",
"version": "version_number",
"latest_used_pricing_version": "version_reference",
"pricing_module": [
{
"price": "numeric_value",
"price_type": "price_type",
"currency": "currency_code"
}
]
}
}
]
}
}
}
| Attribute | Type | Description |
|---|---|---|
| item | Object | Root object containing the item’s purchase configuration details. |
| purchase | Object | Purchase configuration object containing supplier and pricing data. |
| enabled | Boolean | Indicates whether purchasing is active for this item. |
| supplier_management_enabled | Boolean | Indicates whether supplier management is active. |
| pricing_profile | Object | Placeholder object for pricing profile details. |
| purchase_properties | Array | List of key-value properties that define purchase behavior (example: receive mode, term). |
| name | String | Name of the purchase property. |
| value | String | Value assigned to the purchase property. |
| suppliers | Array | List of supplier configurations associated with this item. |
| id | String | Supplier identifier. |
| name | String | Supplier name. |
| accounting_code | Object | Accounting mappings for supplier-related transactions. |
| sales_revenue | String | Accounting category used for cost of goods sold. |
| purchase_order_note | String | Default note attached to purchase orders for the supplier. |
| default_purchase_currency | String | System identifier for the default currency. |
| default_purchase_price | String | Default purchase price defined for this supplier. |
| tax_exempt_when_purchase | Boolean | Indicates if purchases from this supplier are tax exempt. |
| tax_configuration | Object | Tax configuration for purchases. |
| purchase_price_entered_inclusive_of_tax | Boolean | Indicates if purchase prices include tax. |
| tax_code | Object | Tax code details applied to the supplier’s purchases. |
| pricing | Object | Pricing configuration for the supplier. |
| type | String | Type of pricing model used (example: PER_UNIT_PRICING). |
| version | String | Version of the pricing model. |
| latest_used_pricing_version | String | Reference to the latest applied pricing version. |
| pricing_module | Array | List of detailed pricing entries. |
| pricing_module.price | String | The actual price or discount value. |
| price_type | String | Defines if the entry is a base price or discount percentage. |
| currency | String | Currency used for this pricing entry. |
Deactivate an Item by ID:/items/{item_id}/deactivate
Purpose
This API is used to deactivate an existing item in the system. Once deactivated, the item becomes unavailable for ordering, and it is visually marked on the user interface with a red dot to indicate its inactive status.
Use Case
Use this endpoint in scenarios where an item must be discontinued, made temporarily unavailable, or archived from the sales catalog. For example, if a product is out of stock indefinitely or no longer part of the business offering, it can be deactivated to prevent accidental ordering and reflect its status clearly in the UI.
Path Parameters
| Parameter | Type | Description |
|---|---|---|
| item_id | string | Unique identifier of the item. |
Query Parameters
No query parameters required for this endpoint.
Request Body
This endpoint does not require a request body.
Response
Returns a 204 No Content response indicating that the item was successfully deactivated. No response body is returned. Once deactivated, the item will no longer be available for new orders, and its status will be visibly reflected in the UI with a red dot for clear identification.
Response Body
This endpoint does not require a response body.
Reactivate an Item by ID:/items/{item_id}/reactivate
Purpose
This API reactivates a previously deactivated item, making it eligible for use in sales transactions and removing the visual indicator of deactivation from the UI. It restores the item's active state in the catalog.
Use Case
Use this endpoint when an item that was previously disabled or removed from sale needs to be reinstated. For example, a product that was out of stock or discontinued can be brought back into circulation through reactivation. Once reactivated, it can again be used in order processing and will no longer display the red dot indicator in the user interface.
Path Parameters
| Parameter | Type | Description |
|---|---|---|
| item_id | string | Unique identifier of the item. |
Query Parameters
No query parameters required for this endpoint.
Request Body
This endpoint does not require a request body.
Response
Returns a 204 No Content response upon successful reactivation. The item becomes active again, available for order placement, and the red dot deactivation indicator is removed from the user interface.
Response Body
This endpoint does not require a response body.
Create Item Note: items/{item_id}/notes
Purpose
This endpoint allows you to create a new note for a specific item, with the option to attach a file. It is used to record additional information, comments, or documentation against an item, while also supporting file attachments for richer context.
Use Case
- Add textual notes for better documentation of an item.
- Attach files such as receipts, certificates, manuals, or images to an item.
- Facilitate collaboration by maintaining notes with associated documents.
- Enhance audit trails by logging note content with supporting files.
Path Parameters
| Parameter | Type | Required | Description |
|---|---|---|---|
| item_id | string | Yes | Unique identifier of the item to which the note is being added. |
Query Parameters
This endpoint does not support query parameters.
Request Body
The request body must be sent as multipart/form-data because it includes both text and file fields.
| Attribute | Type | Description |
|---|---|---|
| note | string | Content of the note. |
| file | file | File to attach with the note. Accepts common document and image formats. |
Response
On success, the API returns an item object containing the newly created note object with its unique identifier (uuid). This confirms that the note has been successfully created and linked to the specified item. If a file was attached, it is also linked internally to the note, though the response only returns the note’s UUID for reference.
Response Body
{
"item": {
"notes": {
"uuid": "{{note_uuid}}"
}
}
}
| Attribute | Type | Description |
|---|---|---|
| item | object | Container object holding the created note. |
| itemnotes | object | Object representing the created note. |
| uuid | string (UUID) | Unique identifier of the newly created note. |
Add Inventory to Item: /items/{item_id}/inventory/add
Purpose
This API is used to add inventory quantities for a specific item in one or more warehouses. It supports both standard and advanced inventory configurations, including serial or batch tracking, expiry date management, and warehouse-level accounting codes. This operation increases the item’s available stock and updates warehouse level inventory data accordingly.
Use Case
Use this API when you want to record incoming stock for an item. For example, when new stock is received from a supplier, or when manual stock adjustments are needed. It supports inventory addition across multiple warehouses and can handle items with or without serial/batch tracking enabled. This ensures accurate real-time inventory management across the system.
Path Parameters
| Parameter | Type | Description |
|---|---|---|
| item_id | String | Unique identifier of the item to which inventory is being added. |
Query Parameters
This endpoint does not accept query parameters.
Request Body
{
"item": {
"inventories": {
"warehouses": [
{
"name": "WAREHOUSE_NAME",
"quantity": "QUANTITY_TO_ADD",
"serial_number": "SERIAL_NUMBERS",
"batch_number": "BATCH_NUMBER",
"expiry_date": "EXPIRY_DATE",
"accounting_code": "ACCOUNTING_CODE"
}
]
}
}
}
| Attribute | Type | Description |
|---|---|---|
| item | Object | Root object containing item inventory information. |
| inventories | Object | Object containing inventory details to be added. |
| warehouses | Array | List of warehouse-level inventory entries. |
| name | String | Name of the warehouse where inventory is added. |
| quantity | String | Quantity of the item being added. |
| serial_number | String | Comma-separated list of serial numbers (if serial tracking is enabled). |
| batch_number | String | Batch identifier for the stock (if batch tracking is enabled). |
| expiry_date | String | Expiry date of the batch (if applicable). |
| accounting_code | String | Accounting code used for inventory tracking and ledger mapping. |
Response
On success, the API returns the complete updated item record, reflecting the new inventory quantities in the relevant warehouse(s). It includes all item-level metadata such as item status, type, pricing, purchase and sale configurations, and full inventory structure. The inventories object details updated quantities and provides a real-time snapshot of the item’s stock state after addition.
Response Body
{
"item": {
"status": "ITEM_STATUS",
"id": "ITEM_ID",
"name": "ITEM_NAME",
"display_name": "ITEM_DISPLAY_NAME",
"description": "ITEM_DESCRIPTION",
"type": "ITEM_TYPE",
"base_uom": "BASE_UNIT_OF_MEASURE",
"origin": "ITEM_ORIGIN",
"created_by": "CREATED_BY",
"created_on": "CREATED_TIMESTAMP",
"last_updated_by": "LAST_UPDATED_BY",
"last_updated_on": "LAST_UPDATED_TIMESTAMP",
"uuid": "ITEM_UUID",
"version": "ITEM_VERSION",
"image_uri": "IMAGE_URL",
"group": {},
"manager": "ITEM_MANAGER",
"custom_form": {
"uuid": "CUSTOM_FORM_UUID",
"name": "CUSTOM_FORM_NAME"
},
"custom_attributes": [],
"custom_objects": [],
"codes": [
{
"name": "CODE_NAME",
"value": "CODE_VALUE"
}
],
"uoms": [],
"currencies": [
{
"name": "CURRENCY_NAME",
"isUsedForSale": "true",
"isDefaultForSale": "true",
"isUsedForPurchase": "true",
"isDefaultForPurchase": "true"
}
],
"sale": {
"isEnabled": "true",
"invoice_note": "INVOICE_NOTE",
"accounting_code": {},
"default_sale_price": "SALE_PRICE",
"shipping_profile": "SHIPPING_PROFILE",
"isTaxExemptWhenSold": "false",
"pricing_method": "STANDARD",
"tax_configuration": {
"sale_price_entered_is_inclusive_of_tax": "false"
},
"charge": {
"type": "CHARGE_TYPE",
"price_period": "PRICE_PERIOD",
"properties": [
{
"name": "PROPERTY_NAME",
"value": "PROPERTY_VALUE"
}
]
},
"payment_properties": [
{
"name": "PAYMENT_PROPERTY_NAME",
"value": "PAYMENT_PROPERTY_VALUE"
}
],
"discount_profile": {},
"pricing": {
"type": "PRICING_TYPE",
"version": "PRICING_VERSION",
"latest_used_pricing_version": "LATEST_PRICING_VERSION",
"pricing_module": []
}
},
"purchase": {
"isEnabled": "true",
"supplier_management_isEnabled": "false",
"purchase_properties": [
{
"name": "PURCHASE_PROPERTY_NAME",
"value": "PURCHASE_PROPERTY_VALUE"
}
],
"suppliers": [
{
"id": "SUPPLIER_ID",
"name": "SUPPLIER_NAME",
"accounting_code": {},
"purchase_order_note": "PURCHASE_NOTE",
"default_purchase_currency": "CURRENCY",
"default_purchase_price": "PURCHASE_PRICE",
"isTaxExemptWhenPurchase": "false",
"tax_configuration": {
"purchase_price_entered_is_inclusive_of_tax": "true",
"tax_code": {}
},
"pricing": {
"type": "PRICING_TYPE",
"version": "PRICING_VERSION",
"latest_used_pricing_version": "LATEST_PRICING_VERSION",
"pricing_module": []
}
}
]
},
"inventories": {
"isEnabled": "true",
"warehouse_isEnabled": "true",
"warehouses": [
{
"name": "WAREHOUSE_NAME",
"uuid": "WAREHOUSE_UUID",
"link": "WAREHOUSE_LINK",
"quantity_on_hand": "CURRENT_QUANTITY",
"quantity_promised": "QUANTITY_PROMISED",
"quantity_on_order": "QUANTITY_ON_ORDER",
"quantity_on_return": "QUANTITY_ON_RETURN",
"quantity_on_purchase_return": "QUANTITY_ON_PURCHASE_RETURN",
"quantity_available": "AVAILABLE_QUANTITY",
"uom": "UNIT_OF_MEASURE"
}
],
"inventory_properties": {
"quantity_available_for_sale_determination": [
"QUANTITY_ON_HAND",
"QUANTITY_PROMISED",
"QUANTITY_ON_ORDER"
],
"quantity_available_for_sale": "QTY_AVAILABLE",
"enable_low_stock_notification": "false",
"low_stock_threshold_is_based_on": "",
"enable_reordering": "false",
"reordering_threshold_is_based_on": ""
}
}
}
}
| Attribute | Type | Description |
|---|---|---|
| item | Object | Root object containing item details and updated inventory data. |
| status | String | Current status of the item (example: ACTIVE). |
| id | String | Unique system-generated identifier for the item. |
| name | String | Internal name of the item. |
| display_name | String | Display name for the item used in UI and invoices. |
| description | String | Text description of the item. |
| type | String | Type of item (example: STANDARD, RECURRING). |
| base_uom | String | Base unit of measure for the item. |
| uuid | String | Unique universal identifier of the item. |
| version | String | Version number of the item record. |
| sale | Object | Contains sale-related configuration and pricing settings. |
| purchase | Object | Contains purchase-related settings including supplier details. |
| inventories | Object | Contains current inventory state for the item. |
| warehouses | Array | List of warehouses with stock quantities and related details. |
| quantity_on_hand | String | Total quantity physically available in stock. |
| quantity_available | String | Net available quantity after considering orders and returns. |
| quantity_on_order | String | Quantity currently on order but not yet received. |
| inventory_properties | Object | Inventory configuration properties such as low stock and reorder settings. |
Configure Item Inventory: /items/{item_id}/inventory
Purpose
This API is used to configure and enable inventory management for a specific item. It allows users to define warehouse associations, inventory control options (such as low stock and reordering thresholds), serialization, batch tracking, preorder configurations, and other inventory-related properties. By setting these configurations, the platform ensures accurate tracking of item quantities across warehouses, supports proactive inventory management, and aligns stock control with purchasing and sales operations.
Use Case
- To enable inventory management for an item and associate it with one or more warehouses.
- To configure thresholds for low stock notifications and automatic reordering per warehouse.
- To define preorder configurations for upcoming periods (example: months, quarters).
- To enable or disable inventory control features like serialization, batch tracking, and inventory costing.
- To synchronize available quantities for webhooks and automate reordering logic in warehouse operations.
Path Parameters
| Parameter | Type | Description |
|---|---|---|
| item_id | String | Unique identifier of the item for which inventory configuration is being set. |
Query Parameters
This API does not require any query parameters.
Request Body
{
"item": {
"inventories": {
"isEnabled": "true",
"warehouse_isEnabled": "true",
"warehouses": [
{
"name": "WAREHOUSE_NAME_1"
},
{
"name": "WAREHOUSE_NAME_2"
}
],
"default_warehouse": "DEFAULT_WAREHOUSE_NAME",
"inventory_properties": {
"enable_low_stock_notification": "true",
"low_stock_threshold_is_based_on": "THRESHOLD_TYPE",
"low_stock_threshold_for_individual_warehouses": [
{
"warehouse": "WAREHOUSE_NAME_1",
"low_stock_threshold": "LOW_STOCK_LIMIT"
},
{
"warehouse": "WAREHOUSE_NAME_2",
"low_stock_threshold": "LOW_STOCK_LIMIT"
}
],
"enable_reordering": "true",
"reordering_threshold_is_based_on": "THRESHOLD_TYPE",
"reordering_threshold_for_individual_warehouses": [
{
"warehouse": "WAREHOUSE_NAME_1",
"use_last_purchase_price": "true",
"preferred_supplier": "SUPPLIER_ID",
"reordering_threshold": "REORDER_LIMIT"
}
],
"enable_preordering": "true",
"preorder_period": "PERIOD_TYPE",
"preorder_configuration": [
{
"name": "PERIOD_NAME",
"start_date": "START_DATE",
"end_date": "END_DATE"
}
],
"use_last_purchase_price": "true",
"enable_serialization": "true",
"enable_batch_tracking": "false",
"use_atp_as_quantity_available_for_webhook": "true",
"enable_inventory_costing": "true"
}
}
}
}
| Attribute | Type | Description |
|---|---|---|
| item | Object | Root object representing the item. |
| inventories | Object | Contains all inventory configuration settings for the item. |
| isEnabled | String | Indicates whether inventory management is enabled for the item (true/false). |
| warehouse_isEnabled | String | Specifies whether warehouse-level tracking is enabled (true/false). |
| warehouses | Array | List of warehouses associated with the item. |
| name | String | Name of the warehouse. |
| default_warehouse | String | Name of the default warehouse for the item. |
| inventory_properties | Object | Holds detailed configuration for inventory control and behavior. |
| enable_low_stock_notification | String | Enables notifications when stock reaches a defined threshold (true/false). |
| low_stock_threshold_is_based_on | String | Defines whether the threshold is applied per warehouse or globally. |
| low_stock_threshold_for_individual_warehouses | Array | Lists warehouse-specific low stock thresholds. |
| warehouse | String | Warehouse name for which threshold applies. |
| low_stock_threshold | String | Numeric value defining the low stock limit. |
| enable_reordering | String | Enables automatic reordering based on defined thresholds (true/false). |
| reordering_threshold_is_based_on | String | Determines whether reordering thresholds are warehouse-specific or global. |
| reordering_threshold_for_individual_warehouses | Array | Lists reordering thresholds per warehouse. |
| warehouse | String | Warehouse name where reordering threshold applies. |
| use_last_purchase_price | String | Uses the last purchase price for reorder calculation (true/false). |
| preferred_supplier | String | Supplier identifier to be used for reorder. |
| reordering_threshold | String | Quantity threshold to trigger reordering. |
| enable_preordering | String | Enables preorder functionality for upcoming periods (true/false). |
| preorder_period | String | Defines how preorder periods are categorized (example: MONTHLY, QUARTERLY). |
| preorder_configuration | Array | List of preorder period configurations with names and date ranges. |
| name | String | Descriptive name of the preorder period. |
| start_date | String | Start date of the preorder period (YYYY-MM-DD). |
| end_date | String | End date of the preorder period (YYYY-MM-DD). |
| use_last_purchase_price | String | Enables the system to use the last purchase price for cost valuation. |
| enable_serialization | String | Enables unique serial number tracking for inventory items (true/false). |
| enable_batch_tracking | String | Enables batch tracking for grouped inventory units (true/false). |
| use_atp_as_quantity_available_for_webhook | String | Determines if Available-to-Promise quantity is used in webhook data. |
| enable_inventory_costing | String | Enables calculation of inventory cost based on item movements (true/false). |
Response
Upon successful configuration, the API returns the updated inventory settings for the specified item. The response confirms the warehouses linked to the item, their corresponding UUIDs and stock quantities, as well as applied thresholds for stock alerts and reordering. It also reflects the applied inventory control settings such as low-stock notifications, serialization, and batch tracking preferences. This ensures that the inventory setup is now active and aligned with warehouse-level controls for accurate stock visibility and proactive inventory management.
Response Body
{
"item": {
"inventories": {
"isEnabled": "true",
"warehouse_isEnabled": "true",
"warehouses": [
{
"name": "WAREHOUSE_NAME_1",
"uuid": "WAREHOUSE_UUID_1",
"link": "WAREHOUSE_LINK_1",
"quantity_on_hand": "0",
"quantity_promised": "0",
"quantity_on_order": "0",
"quantity_on_return": "0",
"quantity_on_purchase_return": "0",
"quantity_available": "0",
"uom": "UNIT_OF_MEASURE"
},
{
"name": "WAREHOUSE_NAME_2",
"uuid": "WAREHOUSE_UUID_2",
"link": "WAREHOUSE_LINK_2",
"quantity_on_hand": "0",
"quantity_promised": "0",
"quantity_on_order": "0",
"quantity_on_return": "0",
"quantity_on_purchase_return": "0",
"quantity_available": "0",
"uom": "UNIT_OF_MEASURE"
}
],
"inventory_properties": {
"quantity_available_for_sale_determination": [
"QUANTITY_ON_HAND",
"QUANTITY_PROMISED",
"QUANTITY_ON_ORDER",
"QUANTITY_ON_RETURN",
"QUANTITY_ON_PURCHASE_RETURN"
],
"quantity_available_for_sale": "QTY_AVAILABLE",
"enable_low_stock_notification": "true",
"low_stock_threshold_is_based_on": "THRESHOLD_TYPE",
"low_stock_threshold_for_individual_warehouses": [
{
"warehouse": "WAREHOUSE_NAME_1",
"low_stock_threshold": "LOW_STOCK_LIMIT"
},
{
"warehouse": "WAREHOUSE_NAME_2",
"low_stock_threshold": "LOW_STOCK_LIMIT"
}
],
"enable_reordering": "true",
"reordering_threshold_is_based_on": "THRESHOLD_TYPE",
"reordering_threshold_for_individual_warehouses": [
{
"warehouse": "WAREHOUSE_NAME_1",
"use_last_purchase_price": "true",
"preferred_supplier": "SUPPLIER_ID",
"reordering_threshold": "REORDER_LIMIT"
}
]
}
}
}
}
| Attribute | Type | Description |
|---|---|---|
| item | Object | Root object representing the item. |
| item.inventories | Object | Contains updated inventory configuration. |
| warehouses | Array | List of warehouses linked to the item. |
| warehouses.name | String | Warehouse name. |
| warehouses.uuid | String | Unique identifier for the warehouse. |
| warehouses.link | String | API link to the warehouse resource. |
| quantity_on_hand | String | Quantity physically available in the warehouse. |
| quantity_promised | String | Quantity committed to orders but not yet fulfilled. |
| quantity_on_order | String | Quantity expected from suppliers. |
| quantity_on_return | String | Quantity currently under return processing. |
| quantity_on_purchase_return | String | Quantity being returned to suppliers. |
| quantity_available | String | Total available quantity for sale or allocation. |
| uom | String | Unit of measure used for the item in the warehouse. |
| inventory_properties | Object | Contains applied configuration for inventory management. |
| quantity_available_for_sale_determination | Array | Parameters considered to determine available quantity for sale. |
| quantity_available_for_sale | String | Method used to calculate sale-available stock. |
| enable_low_stock_notification | String | Indicates if low stock alerts are enabled (true/false). |
| low_stock_threshold_is_based_on | String | Defines if thresholds are applied globally or per warehouse. |
| low_stock_threshold_for_individual_warehouses | Array | Lists warehouse-specific low stock limits. |
| enable_reordering | String | Indicates if automatic reordering is active. |
| reordering_threshold_is_based_on | String | Defines whether reorder limits are applied globally or individually. |
| reordering_threshold_for_individual_warehouses | Array | Contains reordering configuration for each warehouse. |