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Supply Chain & Retail Solutions API guide

Quote Line

quote_line API resource representing individual line items in sales quotes, including products, customers, pricing, and quote status.

Overview​

The quote_line resource represents individual line items in sales quotes. This resource stores detailed quote information including products, customers, pricing, and quote status.

→ For business context (purpose, usage notes, how this resource is used in the solution), see Quote line dataset in the User Guide.

Resource Endpoint​

/api/v2/ingest/object/{prefix}QUOTE_LINE{suffix}
/api/v2/ingest/object/{prefix}QUOTE_LINE{suffix}

Supported Methods​

MethodReturn TypeDescription
POSTResponseIngest (create/update) quote line records via UPSERT operation

Request Headers​

HeaderRequiredDescription
AuthorizationYesYour Personal Access Token (PAT) from platform.peak.ai
Content-TypeYesMust be application/json

Properties​

Primary Keys​

  • quote_id (string) - Unique identifier for the quote
  • product_id (string) - Foreign key reference to products
  • region_id (string) - Geographic region the quote applies to

Attributes​

About Required + Nullable: every attribute key must appear in each payload (Required: Yes). Nullable: Yes means the value can be null when you don't have data; Nullable: No means a non-null value is required. See Schema definition structure for the underlying rules.

AttributeData TypeRequiredNullableDescription
quote_idstringYesNoUnique identifier for each quote.
product_idstringYesNoUnique identifier of the product. Used to join product metadata to the table.
original_quote_idstringYesYesUnique identifier of the original quote replaced. Null if this is an original quote; populated if this is a re-negotiated quote.
quote_statusstringYesYesStatus of the quote. Used in model training to understand which quotes have been won and lost. Allowed values: won, lost, pending, archived.
price_list_idstringYesYesPrice list used for this quote.
quoted_attimestampYesYesTimestamp when the record was quoted. Used in model training to understand seasonal effects on the optimal quote price.
decided_attimestampYesYesTimestamp when the quote was decided. Date on which the quote was won, lost, cancelled or replaced. Null if quote is still open.
customer_idstringYesYesUnique identifier of the customer. Used to join customer metadata to the table.
merchant_idstringYesYesUnique identifier of the merchant. Used to join merchant metadata to the table. Can be null if the quote is direct to contractor.
project_idstringYesYesUnique identifier of the project. Used to join project metadata to the table.
region_idstringYesYesUnique identifier of the region. Used as a feature in model training as optimal prices vary between regions. Null if region is not selected during quote creation.
quantityfloatYesYesQuantity of the product in the quote. Used as a feature in model training as the quantity demanded impacts the optimal price.
selling_pricefloatYesYesSelling price for the product. The price on the quotation for the product. Used to calculate the discount applied to the quote for model training.

Relationships​

Outbound References​

This resource has relationships to:

  • sale - Quote lines can be converted into sales

Inbound References​

  • product - Foreign key product_id references product
  • customer - Foreign key customer_id references customer
  • merchant - Foreign key merchant_id references merchant
  • project - Foreign key project_id references project
  • region - Foreign key region_id references region

JSON Representation​

{
  "solutionName": "QP_OOTB",
  "data": [
    {
      "quote_id": "Q-2025-001",
      "product_id": "PROD-001",
      "original_quote_id": null,
      "quote_status": "won",
      "price_list_id": "PL-STD-2025",
      "quoted_at": "2025-01-20T14:30:00Z",
      "decided_at": "2025-01-25T09:15:00Z",
      "customer_id": "CUST-001",
      "merchant_id": "MERCH-001",
      "project_id": "PROJ-001",
      "region_id": "EMEA-UK",
      "quantity": 100,
      "selling_price": 189.99
    }
  ],
  "operationType": "UPSERT"
}
{
  "solutionName": "QP_OOTB",
  "data": [
    {
      "quote_id": "Q-2025-001",
      "product_id": "PROD-001",
      "original_quote_id": null,
      "quote_status": "won",
      "price_list_id": "PL-STD-2025",
      "quoted_at": "2025-01-20T14:30:00Z",
      "decided_at": "2025-01-25T09:15:00Z",
      "customer_id": "CUST-001",
      "merchant_id": "MERCH-001",
      "project_id": "PROJ-001",
      "region_id": "EMEA-UK",
      "quantity": 100,
      "selling_price": 189.99
    }
  ],
  "operationType": "UPSERT"
}

Example Request​

curl -X POST \
  'https://ingestion.peak.ai/api/v2/objects/QP_QUOTE_LINE_OOTB' \
  -H 'Authorization: YOUR_API_KEY' \
  -H 'Content-Type: application/json' \
  -d '{
    "solutionName": "QP_OOTB",
    "data": [
      {
        "quote_id": "Q-2025-001",
        "product_id": "PROD-001",
        "original_quote_id": null,
        "quote_status": "won",
        "price_list_id": "PL-STD-2025",
        "quoted_at": "2025-01-20T14:30:00Z",
        "decided_at": "2025-01-25T09:15:00Z",
        "customer_id": "CUST-001",
        "merchant_id": "MERCH-001",
        "project_id": "PROJ-001",
        "region_id": "EMEA-UK",
        "quantity": 100,
        "selling_price": 189.99
      }
    ],
    "operationType": "UPSERT"
  }'
curl -X POST \
  'https://ingestion.peak.ai/api/v2/objects/QP_QUOTE_LINE_OOTB' \
  -H 'Authorization: YOUR_API_KEY' \
  -H 'Content-Type: application/json' \
  -d '{
    "solutionName": "QP_OOTB",
    "data": [
      {
        "quote_id": "Q-2025-001",
        "product_id": "PROD-001",
        "original_quote_id": null,
        "quote_status": "won",
        "price_list_id": "PL-STD-2025",
        "quoted_at": "2025-01-20T14:30:00Z",
        "decided_at": "2025-01-25T09:15:00Z",
        "customer_id": "CUST-001",
        "merchant_id": "MERCH-001",
        "project_id": "PROJ-001",
        "region_id": "EMEA-UK",
        "quantity": 100,
        "selling_price": 189.99
      }
    ],
    "operationType": "UPSERT"
  }'

Important Notes​

  • Foreign Key Dependencies: Can reference products, customers, merchants, projects, and regions
  • Quote Revisions: The original_quote_id field allows tracking quote revisions and amendments
  • Status Tracking: Track the lifecycle of quotes from creation through acceptance or rejection
  • Pricing Context: Captures the actual quoted price which may differ from list prices
  • Custom Attributes: Custom attributes can be added with POST /api/v2/schema/{objectName}/add-attribute, where {objectName} is this table's fully qualified warehouse name ({prefix}QUOTE_LINE{suffix} — for example, QP_QUOTE_LINE_OOTB), as returned by Describe a solution's schema
  • Data Validation: All attributes are validated according to their defined data types

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