create_sales_quotation
Create a pre-order price quote for a prospective customer in TallyPrime, specifying items, quantities, rates, and due dates, to be converted later into a sales order.
Instructions
Create a Sales Quotation in TallyPrime — a pre-order price quote to a prospective customer, one step before create_sales_order. Same item-line shape as create_sales_order, including the same orderNumber (REFERENCE) and per-item dueDate requirements — confirmed live that Tally classifies Sales Quotation as an Order-class voucher (PARENT 'Sales Order' in get_voucher_types) and rejects it the same way without them. Same voucher-type-active prerequisite as create_delivery_note. Follow up with create_sales_order once the customer accepts.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| date | Yes | Quotation date in DD-MM-YYYY format | |
| items | Yes | One entry per line. | |
| narration | No | Narration / description | |
| orderNumber | Yes | REQUIRED — the order reference shown as 'Order no.' in Tally's UI. Independent of voucherNumber. | |
| partyLedger | Yes | Prospective customer ledger name | |
| voucherNumber | No | Explicit voucher number. Normally omit and let Tally auto-number — but some Tally configurations stop auto-numbering certain voucher types via the XML gateway (confirmed live for item-invoice types; unconfirmed either way for Sales Quotation). If creation fails with a blank EXCEPTIONS:1, check get_vouchers for the highest existing number of this voucher type and retry with voucherNumber set to the next one. Distinct from orderNumber. |