bexio Orders
bexio_ordersManage sales orders with actions to list, search, create, update, delete, generate PDFs, and set up recurring repetitions. Create delivery notes or invoices directly from an order.
Instructions
Manage sales orders (kb_order) including recurring-order repetitions and documents derived from an order. Actions: "list" (all orders, optional limit/offset/order_by: id, total, total_net, total_gross, updated_at), "search" (search_criteria required; supported fields: id, kb_item_status_id (5 Pending, 6 Done, 15 Partial, 21 Canceled), document_nr, title, contact_id, contact_sub_id, user_id, currency_id, total_gross, total_net, total, is_valid_from, is_valid_to, updated_at), "get" (order by id, includes positions), "create" (payload; no field is formally required but usually at least contact_id and user_id; positions may be included), "update" (id + payload of fields to change; positions cannot be updated here), "delete" (permanently delete the order by id — cannot be undone), "pdf" (render the order as PDF; optional logopaper for letterhead, optional save_path to write to disk), "get_repetition" (show the recurring-order configuration), "edit_repetition" (id + repetition payload: start, optional end, repetition rule of type daily/weekly/monthly/yearly), "delete_repetition" (stop the recurring order — cannot be undone), "create_delivery" (create a delivery note from the order; optional positions array, omit to copy all positions), "create_invoice" (create an invoice from the order; optional positions array, omit to copy all positions).
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| id | No | Order id (required for every action except "list", "search" and "create") | |
| limit | No | Maximum number of results (default 500, max 2000) | |
| action | Yes | Operation to perform | |
| offset | No | Number of results to skip (pagination) | |
| payload | No | Order fields. The API marks no field as strictly required on create, but at least contact_id and user_id are typically needed. Updates cannot change positions (use the document-positions tool). | |
| order_by | No | Field to order by; append "_desc" for descending (e.g. "id_desc") | |
| logopaper | No | For "pdf": render the PDF on the letterhead paper | |
| positions | No | Positions to copy into the new document; omit to copy ALL positions from the order | |
| save_path | No | For "pdf": write the PDF to this file path instead of returning base64 inline | |
| repetition | No | Recurring-order configuration. Required: start, repetition (end may be null for indefinite runs). | |
| search_criteria | No | Search conditions, combined with logical AND |