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Overview

The Lexware node integrates with the Lexware API to manage various business-related resources such as articles, contacts, invoices, quotations, and more. Specifically, for the Quotations - Create operation, this node allows users to create new quotation documents within the Lexware system.

This is useful in scenarios where businesses want to automate the generation of quotations based on dynamic data inputs, such as from CRM systems or e-commerce platforms. For example, a sales automation workflow could generate a quotation for a customer with specified line items, payment terms, and tax conditions, then send it for approval or directly to the customer.

Properties

Name Meaning
Title The title of the quotation document.
Introduction An introductory text or message included in the quotation.
Remark Additional remarks or notes related to the quotation.
Voucher Date The date associated with the quotation (e.g., creation or issue date).
Expiry Date The date until which the quotation remains valid.
Contact ID The recipient's contact identifier in Lexware. This is an alternative to manually specifying the address.
Manual Address Manual entry of the recipient's address details instead of using a contact ID. Includes fields like name, supplement, street, city, ZIP code, and country code (ISO format, e.g., DE, AT, CH).
Line Items A collection of individual items included in the quotation. Each item can be of type "Custom" or "Text" and includes: name, description, quantity, unit name, unit price (with currency, price type net/gross, amount, tax rate), and discount percentage.
Total Price The total price of the quotation. Only the currency is required here; amounts are calculated automatically by Lexware.
Tax Conditions Tax-related settings for the quotation, including tax type (net or gross) and an optional note describing the tax type.
Payment Conditions Payment terms for the quotation, including a label (e.g., "10 days - 3%, 30 days net"), duration in days, and optional discount conditions specifying discount percentage and the number of days the discount applies.

Output

The node outputs JSON data representing the created quotation as returned by the Lexware API. This typically includes all relevant details of the newly created quotation such as its unique identifier, status, dates, line items, pricing, and associated contact or address information.

If the node supports binary data output (not indicated explicitly here), it would likely represent generated files such as PDF versions of the quotation.

Dependencies

  • Requires an active connection to the Lexware API via an API key or authentication token configured in n8n credentials.
  • The node depends on the Lexware API being accessible and properly authenticated.
  • No other external dependencies are indicated.

Troubleshooting

  • Common Issues:

    • Missing or invalid API credentials will cause authentication failures.
    • Providing both Contact ID and Manual Address may lead to conflicts; only one should be used.
    • Incorrect date formats for voucher or expiry dates might cause validation errors.
    • Omitting required fields like Title or line items may result in API errors.

  • Error Messages:

    • Unsupported resource: Occurs if the resource parameter is set incorrectly.
    • Validation errors from API: Usually indicate missing or malformed input properties.
    • Authentication errors: Indicate issues with API credentials setup.

  • Resolutions:

    • Verify API credentials and permissions.
    • Ensure only one of Contact ID or Manual Address is provided.
    • Validate date formats and required fields before execution.
    • Review API error messages for specific field issues.

Links and References

Discussion