# Order Intake Quotes, estimates, orders, invoices, customers, products and pricing. ## Operations ```graphql # Order Intake (order-intake) # Quotes, estimates, orders, invoices, customers, products and pricing. # Use convertEstimateToOrder and createJobsFromOrder to move work into production. # Query compileSchemaXML: String! # Compile standalone XML schema syntax into JSON Schema without persisting it; host restrictions apply when embedded customerAccountSummary: CustomerAccountSummaryPayload! # Fetch a customer account summary with orders, estimates, invoices and financial totals entityNotes: EntityNotePage! # Read operational notes with current target permissions generateDefaultDataQuery: String # Generate a default GraphQL data query for an event topic getAddress: AddressState # Fetch a single address by ID getAddressBy: AddressState # Fetch an address by external ID getBusinessUnit: BusinessUnitState # Fetch a single business unit by ID getBusinessUnitBy: BusinessUnitState # Fetch a business unit by external ID or code getContact: ContactState # Fetch a contact by its stable ID getContactBy: ContactState # Fetch a contact by external ID or email getCostCenter: CostCenterState # Fetch a single cost center by ID getCostCenterBy: CostCenterState # Fetch a cost center by external ID or code getCustomer: CustomerState # Fetch a single customer by ID getCustomerBy: CustomerState # Fetch a customer by external ID getEntityNote: EntityNote # Read operational notes with current target permissions getEntityNoteBySource: EntityNote # Read operational notes with current target permissions getEstimate: EstimateState # Fetch an estimate by ID getEstimateBy: EstimateState # Fetch an estimate by external ID getEstimateLine: EstimateLineState # Fetch an estimate line by ID getInvoice: InvoiceState # Fetch a single invoice by ID getInvoiceLine: InvoiceLineState # Fetch a single invoice line by ID getMagicQueryGraphQL: MagicQueryOperation! # Resolves a Magic Query string to the real GraphQL operation and variables it runs, so consumers can graduate from the façade to raw GraphQL getMagicQuerySchema: MagicQuerySchema! # Returns the input JSON Schema and output introspection for a Magic Query noun, so consumers (especially LLMs) can learn its contract before calling magicQuery getOrder: OrderState # Fetch an order by ID getOrderBy: OrderState # Fetch an order by external ID getOrderLine: OrderLineState # Fetch an order line by ID getPayment: PaymentState # Fetch a single payment by ID getPriceBracket: PriceBracketState # Fetch a single price bracket by ID getProduct: ProductState # Fetch a single product by ID getProductTemplate: ProductTemplateState # Fetch a product template by ID getProductTemplateVersion: ProductTemplateVersionState # Fetch a specific published version getPurchaseOrder: PurchaseOrderState # Fetch a single purchase order by ID getPurchaseOrderLine: PurchaseOrderLineState # Fetch a single purchase order line by ID getSupplier: SupplierState # Fetch a single supplier by ID getTaxCode: TaxCodeState # Fetch a single tax code by ID helpChapter: HelpChapter # Read a chapter of the current published manual edition helpChapters: [HelpChapterInfo!]! # List human-facing manual chapters from the running deployment iacGuides: [IaCGuide!]! # Every authoring guide, for a tool that syncs them to a folder iacSchema: IaCSchemaDocument! # The infrastructure-only view of this schema, for declarative tooling iacSchemaDocument: IaCSchemaDocumentPayload! # Fetch the JSON Schema document a SCHEMA-kind validator references, for declarative tooling iacValidate: IaCValidationResult! # Validate an infrastructure artifact listAddresses: AddressConnection! # List addresses with pagination listBusinessUnits: BusinessUnitConnection! # List business units with pagination listContacts: ContactConnection! # List contacts with pagination listCostCenters: CostCenterConnection! # List cost centers with pagination listCustomerPriceOverrides: CustomerPriceOverrideConnection! # List customer price overrides listCustomers: CustomerConnection! # List customers with pagination, filtering, and sorting listDataChangeEventTopics: [DataChangeEventGroup!]! # List all valid data change event topics, grouped by resource listEstimateCostBreakdowns: EstimateCostBreakdownConnection! # List cost breakdowns for an estimate line listEstimateLines: EstimateLineConnection! # List estimate lines with pagination, filtering, and sorting listEstimates: EstimateConnection! # List estimates with pagination, filtering, and sorting listInvoiceLines: InvoiceLineConnection! # List invoice lines with pagination, filtering, and sorting listInvoices: InvoiceConnection! # List invoices with pagination, filtering, and sorting listMagicQueries: [MagicQueryInfo!]! # Lists every available Magic Query noun with a short description and its options — the discovery entry point listOrderLines: OrderLineConnection! # List order lines with pagination listOrders: OrderConnection! # List orders with pagination listPayments: PaymentConnection! # List payments with pagination listPriceBrackets: PriceBracketConnection! # List price brackets with pagination listProductTemplateVersions: ProductTemplateVersionConnection! # List published versions of a template with pagination listProductTemplates: ProductTemplateConnection! # List product templates with optional filters, sorted by name listProducts: ProductConnection! # List products with pagination, filtering, and sorting listPurchaseOrderLines: PurchaseOrderLineConnection! # List purchase order lines with pagination, filtering, and sorting listPurchaseOrders: PurchaseOrderConnection! # List purchase orders with pagination, filtering, and sorting listSuppliers: SupplierConnection! # List suppliers with pagination, filtering, and sorting listTaxCodes: TaxCodeConnection! # List tax codes with pagination magicQuery: JSON! # Executes a Magic Query string and returns the predefined query's JSON result orderFulfillmentCompletion: OrderFulfillmentCompletion! # Assess current policy across every order line using explicitly attributed quantities orderLifecycle: OrderLifecyclePayload! # Fetch a complete order lifecycle: order, lines, estimate, invoices, shipments, and jobs ping: String! # Health check endpoint renderSchemaXML: String! # Render JSON Schema as native XML without dropping unsupported keywords or changing a saved document schemaAuthoringCatalog: JSON! # Compiler-owned vocabulary for the standalone XML JSON Schema dialect, including native form annotations searchEntityNotes: EntityNoteSearchPage! # Read operational notes with current target permissions searchHelp: HelpSearchResult! # Search human-facing manuals using shared semantic and text retrieval # Mutation acceptEstimateAndCreateJobs: AcceptEstimatePayload! # Accept an estimate and create order + jobs with components/operations from production blueprints bulkUpdateOrderStatuses: BulkUpdateOrderStatusesPayload! # Update the status of multiple orders at once completeOrderFulfillment: UpsertOrderPayload! # Explicitly complete an order when all its planned quantities satisfy the current milestone; never fabricate delivery or reopen completed work convertEstimateToOrder: ConvertEstimateToOrderPayload! # Convert an accepted estimate into an order with order lines createAddress: UpsertAddressPayload! # Create a new address createBusinessUnit: UpsertBusinessUnitPayload! # Create a new business unit createContact: UpsertContactPayload! # Create a new contact createCostCenter: UpsertCostCenterPayload! # Create a new cost center createCustomer: UpsertCustomerPayload! # Create a new customer createCustomerPriceOverride: UpsertCustomerPriceOverridePayload! # Create a new customer price override createEntityNote: EntityNotePayload! # Save note changes independently of embedding success createEstimate: UpsertEstimatePayload! # Create a new estimate createEstimateLine: UpsertEstimateLinePayload! # Create a new estimate line createInvoice: UpsertInvoicePayload! # Create a new invoice createInvoiceLine: UpsertInvoiceLinePayload! # Create a new invoice line createJobsFromOrder: CreateJobsFromOrderPayload! # Create jobs from order lines createOrder: UpsertOrderPayload! # Create a new order createOrderGraph: CreateOrderGraphPayload! # Create a complete order — header, customer, billing/shipping addresses, and lines — in a single transaction createOrderLine: UpsertOrderLinePayload! # Create a new order line createPriceBracket: UpsertPriceBracketPayload! # Create a new price bracket createProduct: UpsertProductPayload! # Create a new product createProductTemplate: UpsertProductTemplatePayload! # Create a new product template createPurchaseOrderLine: UpsertPurchaseOrderLinePayload! # Create a new purchase order line createSupplier: UpsertSupplierPayload! # Create a new supplier createTaxCode: UpsertTaxCodePayload! # Create a new tax code deleteAddress: DeleteAddressPayload! # Delete an address deleteBusinessUnit: DeletePayload! # Delete a business unit deleteContact: DeleteContactPayload! # Delete a contact deleteCostCenter: DeletePayload! # Delete a cost center deleteCustomer: DeletePayload! # Delete a customer deleteCustomerPriceOverride: DeletePayload! # Delete a customer price override deleteEntityNote: DeletePayload! # Save note changes independently of embedding success deleteEstimate: DeletePayload! # Delete an estimate deleteEstimateLine: DeletePayload! # Delete an estimate line deleteInvoice: DeletePayload! # Delete an invoice deleteInvoiceLine: DeletePayload! # Delete an invoice line deleteOrder: DeletePayload! # Delete an order deleteOrderLine: DeletePayload! # Delete an order line deletePayment: DeletePayload! # Delete a payment record deletePriceBracket: DeletePayload! # Delete a price bracket deleteProduct: DeletePayload! # Delete a product deleteProductTemplate: DeleteProductTemplatePayload! # Delete a product template deletePurchaseOrder: DeletePayload! # Delete a purchase order deletePurchaseOrderLine: DeletePayload! # Delete a purchase order line deleteSupplier: DeletePayload! # Delete a supplier deleteTaxCode: DeletePayload! # Delete a tax code duplicateEstimateForCustomer: DuplicateEstimateForCustomerPayload! # Duplicate an estimate for a different customer, optionally adjusting prices generateEstimate: GenerateEstimatePayload! # Generate an automated estimate by inferring operations, calculating costs, and creating estimate lines installCanonicalTemplate: UpsertProductTemplatePayload! # Install a canonical product template (shipped with the app) into the calling tenant as a fresh draft instantiateProductTemplate: InstantiateProductTemplatePayload! # Instantiate a published product template into a print job invoiceOrder: InvoiceOrderPayload! # Generate an invoice from an order and its lines issueCreditNote: IssueCreditNotePayload! # Issue a credit note against an invoice publishProductTemplate: PublishProductTemplatePayload! # Publish a product template version recordPayment: OTCRecordPaymentPayload! # Record a payment against an invoice: writes a payment ledger row and rolls the payment up onto the invoice (`paidAmount`, `paid`/`partiallyPaid`, `paidAt`) and its order (`paymentStatus`), atomically reindexEntityNotes: EntityNoteReindexResult! # Queue bounded recoverable indexing work using the current model reviseEstimate: ReviseEstimatePayload! # Create a new revision of an estimate, copying all lines updateAddress: UpsertAddressPayload! # Update an address updateBusinessUnit: UpsertBusinessUnitPayload! # Update a business unit updateContact: UpsertContactPayload! # Update a contact updateCostCenter: UpsertCostCenterPayload! # Update a cost center updateCustomer: UpsertCustomerPayload! # Update a customer updateCustomerPriceOverride: UpsertCustomerPriceOverridePayload! # Update a customer price override updateEntityNote: EntityNotePayload! # Save note changes independently of embedding success updateEstimate: UpsertEstimatePayload! # Update an estimate updateEstimateLine: UpsertEstimateLinePayload! # Update an estimate line updateInvoice: UpsertInvoicePayload! # Update an existing invoice updateInvoiceLine: UpsertInvoiceLinePayload! # Update an invoice line updateOrder: UpsertOrderPayload! # Update an order updateOrderLine: UpsertOrderLinePayload! # Update an order line updatePriceBracket: UpsertPriceBracketPayload! # Update a price bracket updateProduct: UpsertProductPayload! # Update a product updateProductTemplate: UpsertProductTemplatePayload! # Update a product template updatePurchaseOrder: UpsertPurchaseOrderPayload! # Update a purchase order updatePurchaseOrderLine: UpsertPurchaseOrderLinePayload! # Update a purchase order line updateSupplier: UpsertSupplierPayload! # Update a supplier updateTaxCode: UpsertTaxCodePayload! # Update a tax code upsertAddress: UpsertAddressPayload! # Create or update an address upsertBusinessUnit: UpsertBusinessUnitPayload! # Create or update a business unit upsertContact: UpsertContactPayload! # Create or update a contact upsertCostCenter: UpsertCostCenterPayload! # Create or update a cost center upsertCustomer: UpsertCustomerPayload! # Create or update a customer upsertCustomerPriceOverride: UpsertCustomerPriceOverridePayload! # Create or update a customer price override upsertEstimate: UpsertEstimatePayload! # Create or update an estimate upsertEstimateLine: UpsertEstimateLinePayload! # Create or update an estimate line upsertInvoice: UpsertInvoicePayload! # Create or update an invoice upsertInvoiceLine: UpsertInvoiceLinePayload! # Create or update an invoice line upsertOrder: UpsertOrderPayload! # Create or update an order upsertOrderLine: UpsertOrderLinePayload! # Create or update an order line upsertPriceBracket: UpsertPriceBracketPayload! # Create or update a price bracket upsertProduct: UpsertProductPayload! # Create or update a product upsertProductTemplate: UpsertProductTemplatePayload! # Create or update a product template upsertPurchaseOrder: UpsertPurchaseOrderPayload! # Create or update a purchase order upsertPurchaseOrderLine: UpsertPurchaseOrderLinePayload! # Create or update a purchase order line upsertSupplier: UpsertSupplierPayload! # Create or update a supplier upsertTaxCode: UpsertTaxCodePayload! # Create or update a tax code # Subscription dataChangeEvents: DataChangeEvent! # Subscribe to real-time data change events # Call describe_operation(name) for arguments and input types. ``` ## Exact schema Download [complete SDL](/schemas/order-intake.graphql) (408672 bytes). Use the SDL to validate operations; the digest omits argument signatures. ## Guides - [CRM — working with customers, contacts and addresses](/docs/data-model/erp#crm-working-with-customers-contacts-and-addresses) - [Estimates — prepare and revise an offer](/docs/data-model/erp#estimates-prepare-and-revise-an-offer) - [Orders — record what the customer is buying](/docs/data-model/erp#orders-record-what-the-customer-is-buying) - [From a sale to production](/docs/data-model/erp#from-a-sale-to-production) - [Start the printing job](/docs/data-model/production#start-the-printing-job) - [Find product templates and published versions](/docs/data-model/production#find-product-templates-and-published-versions) - [ERP API reference](/docs/data-model/erp-reference) - [Production API reference](/docs/data-model/production-reference) - [Product Template Authoring Guide](/docs/product-templates/authoring) - [Suppliers and purchase orders](/docs/data-model/erp#suppliers-and-purchase-orders) - [Receive and count warehouse stock](/docs/data-model/logistics#receive-and-count-warehouse-stock) - [Supply materials to a printing job](/docs/data-model/logistics#supply-materials-to-a-printing-job) - [Plan the customer delivery](/docs/data-model/logistics#plan-the-customer-delivery) - [Record delivery requirements](/docs/data-model/logistics#record-delivery-requirements) - [Prepare shipments and packages](/docs/data-model/logistics#prepare-shipments-and-packages) - [Record dispatch, receipt and returns](/docs/data-model/logistics#record-dispatch-receipt-and-returns) - [Review fulfilment and complete the order](/docs/data-model/logistics#review-fulfilment-and-complete-the-order) - [Warehousing and Logistics API reference](/docs/data-model/logistics-reference) - [Read locations and carriers](/docs/data-model/logistics#read-locations-and-carriers) - [Read configured costs and check quoting readiness](/docs/data-model/erp#read-configured-costs-and-check-quoting-readiness) - [Record and review actual job costs](/docs/data-model/erp#record-and-review-actual-job-costs) - [Review production and costs](/docs/data-model/production#review-production-and-costs) - [Invoices, credit notes and payments](/docs/data-model/erp#invoices-credit-notes-and-payments) - [Business units and cost centres](/docs/data-model/erp#business-units-and-cost-centres)