Actions34
- Banking Operation (India) Actions
- Catalog Operation Actions
- Contact Operation Actions
- HRMS Operation (India) Actions
- Purchase Operation (India) Actions
- Sales Operation (India) Actions
- Tax Operation (India) Actions
Overview
This node facilitates the creation of a sales quote specifically for the India region within a business workflow. It allows users to input detailed contact information, itemized product or service details, and additional optional fields such as billing and shipping addresses, payment preferences, and terms and conditions. This node is beneficial in automating the generation of formal sales quotes that can be sent to customers, streamlining the sales process, and ensuring compliance with regional tax regulations like GST.
Practical examples include:
- Automatically generating a quote for a customer inquiry with detailed line items and applicable GST rates.
- Creating quotes with customized billing and shipping addresses for different branches or clients.
- Including payment links and notifications to facilitate faster customer responses.
Properties
| Name | Meaning |
|---|---|
| Contact | Collection of contact-related fields including: Business Country (list of countries), Business Name, Contact ID, Contact Name, Email, GSTIN (tax identification), Mobile number, Mobile Country Code (country calling code), Place of Supply (Indian states and territories). |
| Items | Multiple item entries each containing: Description, Discount (numeric), GST Rate (various percentage options and special categories), HSN/SAC Code (tax classification), Item ID, Item Name, Item Type (Goods or Service), Non Taxable Per Item, Price Type (Inclusive or Exclusive of GST), Quantity, Rate, Taxable Per Item, Variant ID. |
| Seller Branch ID | Identifier string for the seller's branch; required to specify which branch is issuing the quote. |
| Additional Fields | Optional collection including: Bank ID, Billing Address (with lines, city, country, pincode, state), Billing Currency (wide range of currency codes), Estimate Date, Estimate Number, Notification (Yes/No), Payment Link (Yes/No), Shipping Address (similar structure to billing address plus GSTIN), Terms and Conditions (default legal text), Validity Date. |
Output
The node outputs JSON data representing the created quote. This includes all the structured information submitted: contact details, itemized list with tax and pricing information, branch details, and any additional fields provided. The output can be used downstream in workflows for record keeping, sending to customers, or further processing.
If binary data output is supported, it would typically represent attachments such as PDF versions of the quote, but this is not explicitly indicated here.
Dependencies
- Requires an API key credential and authentication token to connect to the external Ledgers API service.
- Needs proper configuration of credentials including API URL, email, password, and API key.
- The node interacts with the Ledgers API endpoints for login, branch data retrieval, and quote creation.
- Network connectivity to the API endpoint is necessary.
Troubleshooting
- Authentication Failures: Errors indicating failed login usually mean incorrect API key, email, or password. Verify credentials and ensure they are correctly configured in n8n.
- Missing Required Fields: The node requires certain mandatory fields like Contact and Items collections and Seller Branch ID. Omitting these will cause errors.
- Invalid GST Rates or Codes: Using unsupported GST rates or invalid HSN/SAC codes may result in API rejection. Use the provided options or valid manual entries.
- API Endpoint Issues: If the API URL is incorrect or the service is down, requests will fail. Confirm the API endpoint and network status.
- Data Format Errors: Ensure that collections and nested fields follow the expected structure; malformed inputs can cause failures.
Links and References
- GST Rates and HSN/SAC Codes Reference
- Ledgers API Documentation (generic reference, actual URL depends on user setup)
- n8n Documentation - Creating Custom Nodes
This summary is based solely on static analysis of the provided source and property definitions without runtime execution or internal credential names.