Place a negotiable quote order
This topic describes how REST calls can be used to place items in a shopping cart, initiate and complete the process of negotiating a quote, and reimbursing the buyer’s credit upon receipt of payment.
Prerequisites
- You have installed and enabled Magento Commerce for B2B.
- You have created a company and a company user.
- You have an integration or admin authorization token to make calls on behalf of seller, and a customer token to make calls on behalf of the company user.
Prepare the order
The steps in this section are similar to those in the Order processing tutorial, except that different products are added to the cart.
Create a shopping cart
In this example, the customer is a company user (buyer).
Endpoint:
POST /V1/carts/mine
Headers:
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Content-Type application/json
Authorization Bearer <customer token>
Payload:
None
Response:
The response is the quoteId: 5
Add items
This example adds 15 Pursuit Lumaflex Tone Bands and 10 Harmony Lumaflex Strength Band Kits to the cart. You must make two calls to add these products.
Endpoint:
POST <host>/rest/default/V1/carts/mine
Headers:
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2
Content-Type application/json
Authorization Bearer <customer token>
Payload 1:
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{
"cartItem": {
"sku": "24-UG02",
"qty": 15,
"quote_id": "5"
}
}
Response 1:
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{
"item_id": 12,
"sku": "24-UG02",
"qty": 15,
"name": "Pursuit Lumaflex™ Tone Band",
"price": 16,
"product_type": "simple",
"quote_id": "5"
}
Payload 2:
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{
"cartItem": {
"sku": "24-UG03",
"qty": 10,
"quote_id": "5"
}
}
Response 2:
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{
"item_id": 13,
"sku": "24-UG03",
"qty": 10,
"name": "Harmony Lumaflex™ Strength Band Kit ",
"price": 22,
"product_type": "simple",
"quote_id": "5"
}
Set the shipping address
You can determine shipping costs after initiating a negotiable quote, but doing it now provides a more detailed picture of the final costs to the buyer. If you want to defer setting the shipping address until after the negotiable quote has been created, use the /V1/negotiable-carts/:cartId/estimate-shipping-methods call.
Endpoint:
POST <host>/rest/default/V1/carts/mine/estimate-shipping-methods
Headers:
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Content-Type application/json
Authorization Bearer <customer token>
Payload:
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{ "address": {
"region": "California",
"region_id": 12,
"region_code": "CA",
"country_id": "US",
"street": [
"100 Big Tree Avenue"
],
"postcode": "99999",
"city": "San Francisco",
"firstname": "Melanie",
"lastname": "Shaw",
"customer_id": 2,
"email": "mshaw@example.com",
"telephone": "(415) 555-1212",
"same_as_billing": 1
}
}
Response:
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[
{
"carrier_code": "flatrate",
"method_code": "flatrate",
"carrier_title": "Flat Rate",
"method_title": "Fixed",
"amount": 125,
"base_amount": 125,
"available": true,
"error_message": "",
"price_excl_tax": 125,
"price_incl_tax": 125
},
{
"carrier_code": "tablerate",
"method_code": "bestway",
"carrier_title": "Best Way",
"method_title": "Table Rate",
"amount": 5,
"base_amount": 5,
"available": true,
"error_message": "",
"price_excl_tax": 5,
"price_incl_tax": 5
}
]
Set shipping and billing information
You can also set shipping and billing information after initiating a negotiable quote by calling POST /V1/negotiable-carts/:cartId/shipping-information.
Endpoint:
POST /V1/carts/mine/shipping-information
Headers:
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Content-Type application/json
Authorization Bearer <customer token>
Payload:
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{
"addressInformation": {
"shipping_address": {
"region": "California",
"region_id": 12,
"region_code": "CA",
"country_id": "US",
"street": [
"100 Big Tree Avenue"
],
"postcode": "99999",
"city": "San Francisco",
"firstname": "Melanie",
"lastname": "Shaw",
"email": "mshaw@example.com",
"telephone": "415-555-1212"
},
"billing_address": {
"region": "California",
"region_id": 12,
"region_code": "CA",
"country_id": "US",
"street": [
"100 Big Tree Avenue"
],
"postcode": "99999",
"city": "San Francisco",
"firstname": "Melanie",
"lastname": "Shaw",
"email": "mshaw@example.com",
"telephone": "415-555-1212"
},
"shipping_carrier_code": "tablerate",
"shipping_method_code": "bestway"
}
}
Response:
Show code sample
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{
"payment_methods": [
{
"code": "checkmo",
"title": "Check / Money order"
},
{
"code": "companycredit",
"title": "Payment on Account"
}
],
"totals": {
"grand_total": 373,
"base_grand_total": 373,
"subtotal": 460,
"base_subtotal": 460,
"discount_amount": -92,
"base_discount_amount": -92,
"subtotal_with_discount": 368,
"base_subtotal_with_discount": 368,
"shipping_amount": 5,
"base_shipping_amount": 5,
"shipping_discount_amount": 0,
"base_shipping_discount_amount": 0,
"tax_amount": 0,
"base_tax_amount": 0,
"weee_tax_applied_amount": null,
"shipping_tax_amount": 0,
"base_shipping_tax_amount": 0,
"subtotal_incl_tax": 460,
"shipping_incl_tax": 5,
"base_shipping_incl_tax": 5,
"base_currency_code": "USD",
"quote_currency_code": "USD",
"items_qty": 25,
"items": [
{
"item_id": 12,
"price": 16,
"base_price": 16,
"qty": 15,
"row_total": 240,
"base_row_total": 240,
"row_total_with_discount": 0,
"tax_amount": 0,
"base_tax_amount": 0,
"tax_percent": 0,
"discount_amount": 48,
"base_discount_amount": 48,
"discount_percent": 20,
"price_incl_tax": 16,
"base_price_incl_tax": 16,
"row_total_incl_tax": 240,
"base_row_total_incl_tax": 240,
"options": "[]",
"weee_tax_applied_amount": null,
"weee_tax_applied": null,
"name": "Pursuit Lumaflex™ Tone Band"
},
{
"item_id": 13,
"price": 22,
"base_price": 22,
"qty": 10,
"row_total": 220,
"base_row_total": 220,
"row_total_with_discount": 0,
"tax_amount": 0,
"base_tax_amount": 0,
"tax_percent": 0,
"discount_amount": 44,
"base_discount_amount": 44,
"discount_percent": 20,
"price_incl_tax": 22,
"base_price_incl_tax": 22,
"row_total_incl_tax": 220,
"base_row_total_incl_tax": 220,
"options": "[]",
"weee_tax_applied_amount": null,
"weee_tax_applied": null,
"name": "Harmony Lumaflex™ Strength Band Kit "
}
],
"total_segments": [
{
"code": "subtotal",
"title": "Subtotal",
"value": 460
},
{
"code": "giftwrapping",
"title": "Gift Wrapping",
"value": null,
"extension_attributes": {
"gw_item_ids": [],
"gw_price": "0.0000",
"gw_base_price": "0.0000",
"gw_items_price": "0.0000",
"gw_items_base_price": "0.0000",
"gw_card_price": "0.0000",
"gw_card_base_price": "0.0000"
}
},
{
"code": "shipping",
"title": "Shipping & Handling (Best Way - Table Rate)",
"value": 5
},
{
"code": "discount",
"title": "Discount",
"value": -92
},
{
"code": "tax",
"title": "Tax",
"value": 0,
"extension_attributes": {
"tax_grandtotal_details": []
}
},
{
"code": "grand_total",
"title": "Grand Total",
"value": 373,
"area": "footer"
},
{
"code": "customerbalance",
"title": "Store Credit",
"value": 0
},
{
"code": "reward",
"title": "0 Reward points",
"value": 0
}
],
"extension_attributes": {
"reward_points_balance": 0,
"reward_currency_amount": 0,
"base_reward_currency_amount": 0
}
}
}
View the cart
This is an optional step to show the status of the cart before you begin the negotiable quote process.
Endpoint:
GET /V1/carts/mine
Headers:
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Content-Type application/json
Authorization Bearer <customer token>
Payload:
None
Response:
Show code sample
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{
"id": 5,
"created_at": "2017-09-14 21:14:15",
"updated_at": "2017-09-15 16:15:54",
"is_active": true,
"is_virtual": false,
"items": [
{
"item_id": 12,
"sku": "24-UG02",
"qty": 15,
"name": "Pursuit Lumaflex™ Tone Band",
"price": 16,
"product_type": "simple",
"quote_id": "5"
},
{
"item_id": 13,
"sku": "24-UG03",
"qty": 10,
"name": "Harmony Lumaflex™ Strength Band Kit ",
"price": 22,
"product_type": "simple",
"quote_id": "5"
}
],
"items_count": 2,
"items_qty": 25,
"customer": {
"id": 2,
"group_id": 1,
"default_billing": "2",
"default_shipping": "2",
"created_at": "2017-09-11 17:55:52",
"updated_at": "2017-09-14 19:05:40",
"created_in": "Default Store View",
"email": "mshaw@example.com",
"firstname": "Melanie",
"lastname": "Shaw",
"gender": 3,
"store_id": 1,
"website_id": 1,
"addresses": [
{
"id": 2,
"customer_id": 2,
"region": {
"region_code": "CA",
"region": "California",
"region_id": 12
},
"region_id": 12,
"country_id": "US",
"street": [
"100 Big Tree Avenue"
],
"telephone": "(415) 555-1212",
"postcode": "99999",
"city": "San Francisco",
"firstname": "Melanie",
"lastname": "Shaw",
"default_shipping": true,
"default_billing": true
}
],
"disable_auto_group_change": 0,
"extension_attributes": {
"company_attributes": {
"customer_id": 2,
"company_id": 1,
"status": 1
}
}
},
"billing_address": {
"id": 12,
"region": "California",
"region_id": 12,
"region_code": "CA",
"country_id": "US",
"street": [
"100 Big Tree Avenue"
],
"telephone": "415-555-1212",
"postcode": "99999",
"city": "San Francisco",
"firstname": "Melanie",
"lastname": "Shaw",
"customer_id": 2,
"email": "mshaw@example.com",
"same_as_billing": 0,
"save_in_address_book": 0
},
"orig_order_id": 0,
"currency": {
"global_currency_code": "USD",
"base_currency_code": "USD",
"store_currency_code": "USD",
"quote_currency_code": "USD",
"store_to_base_rate": 0,
"store_to_quote_rate": 0,
"base_to_global_rate": 1,
"base_to_quote_rate": 1
},
"customer_is_guest": false,
"customer_note_notify": true,
"customer_tax_class_id": 3,
"store_id": 1,
"extension_attributes": {
"shipping_assignments": [
{
"shipping": {
"address": {
"id": 13,
"region": "California",
"region_id": 12,
"region_code": "CA",
"country_id": "US",
"street": [
"100 Big Tree Avenue"
],
"telephone": "415-555-1212",
"postcode": "99999",
"city": "San Francisco",
"firstname": "Melanie",
"lastname": "Shaw",
"customer_id": 2,
"email": "mshaw@example.com",
"same_as_billing": 0,
"save_in_address_book": 0
},
"method": "tablerate_bestway"
},
"items": [
{
"item_id": 12,
"sku": "24-UG02",
"qty": 15,
"name": "Pursuit Lumaflex™ Tone Band",
"price": 16,
"product_type": "simple",
"quote_id": "5"
},
{
"item_id": 13,
"sku": "24-UG03",
"qty": 10,
"name": "Harmony Lumaflex™ Strength Band Kit ",
"price": 22,
"product_type": "simple",
"quote_id": "5"
}
]
}
],
"negotiable_quote": {
"quote_id": null,
"is_regular_quote": null,
"status": null,
"negotiated_price_type": null,
"negotiated_price_value": null,
"shipping_price": null,
"quote_name": null,
"expiration_period": null,
"email_notification_status": null,
"has_unconfirmed_changes": null,
"is_shipping_tax_changed": null,
"is_customer_price_changed": null,
"notifications": null,
"applied_rule_ids": null,
"is_address_draft": null,
"deleted_sku": null,
"creator_id": null,
"creator_type": null
}
}
}
Complete a Negotiable Quote
In this example, the buyer requests a negotiable quote. The seller applies a discount to the quote and returns the quote to the buyer. The buyer accepts the discount and completes the order.
All negotiable quote calls require an admin authorization token.
Initiate a negotiable quote
In this example, the buyer initiates a negotiable quote, asking for a 2.5% discount.
Initiating a negotiable quote places it in the processing_by_admin state.
Endpoint:
POST <host>/rest/default/V1/negotiableQuote/request
Headers:
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Content-Type application/json
Authorization Bearer <admin token>
Payload:
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{
"quoteId": 5,
"quoteName": "Discount request",
"comment": "Requesting a 2.5% discount"
}
Response:
true
Adjust the negotiable quote
The seller accepts the buyer’s request for a 2.5% discount. The negotiated_price_type value of 1 indicates a percentage discount.
Headers:
1
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Content-Type application/json
Authorization Bearer <admin token>
Endpoint:
PUT /V1/negotiableQuote/5
Payload:
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{
"quote": {
"id": 5,
"extension_attributes": {
"negotiable_quote": {
"negotiated_price_type": 1,
"negotiated_price_value": 2.5
}
}
}
}
Response:
[]
Return the negotiable quote to the buyer
Now that the seller has updated the quote, it must be returned to the buyer. The buyer will then be able to either accept the offer and begin the checkout process, or request further negotiations.
This call places the quote in the submitted_by_admin state.
Headers:
1
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Content-Type application/json
Authorization Bearer <admin token>
Endpoint:
POST /V1/negotiableQuote/submitToCustomer
Payload:
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{
"quoteId": 5,
"comment": "We have applied a 2.5% discount to your order."
}
Response:
true
Get the quote with the new amounts
The price of each item has been reduced by 2.5 percent. In addition, the negotiable_quote section of the response has been updated.
Headers:
1
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Content-Type application/json
Authorization Bearer <admin token>
Endpoint:
GET /V1/carts/5
Payload:
None
Response:
Show code sample
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{
"id": 4,
"created_at": "2017-09-14 20:30:38",
"updated_at": "2017-09-14 20:46:20",
"is_active": true,
"is_virtual": false,
"items": [
{
"item_id": 10,
"sku": "24-UG02",
"qty": 15,
"name": "Pursuit Lumaflex™ Tone Band",
"price": 12.48,
"product_type": "simple",
"quote_id": "4",
"extension_attributes": {
"negotiable_quote_item": {
"item_id": 10,
"original_price": 16,
"original_tax_amount": 0,
"original_discount_amount": 3.2
}
}
},
{
"item_id": 11,
"sku": "24-UG03",
"qty": 10,
"name": "Harmony Lumaflex™ Strength Band Kit ",
"price": 17.16,
"product_type": "simple",
"quote_id": "4",
"extension_attributes": {
"negotiable_quote_item": {
"item_id": 11,
"original_price": 22,
"original_tax_amount": 0,
"original_discount_amount": 4.4
}
}
}
],
"items_count": 2,
"items_qty": 25,
"customer": {
"id": 2,
"group_id": 1,
"default_billing": "2",
"default_shipping": "2",
"created_at": "2017-09-11 17:55:52",
"updated_at": "2017-09-14 19:05:40",
"created_in": "Default Store View",
"email": "mshaw@example.com",
"firstname": "Melanie",
"lastname": "Shaw",
"gender": 3,
"store_id": 1,
"website_id": 1,
"addresses": [
{
"id": 2,
"customer_id": 2,
"region": {
"region_code": "CA",
"region": "California",
"region_id": 12
},
"region_id": 12,
"country_id": "US",
"street": [
"100 Big Tree Avenue"
],
"telephone": "(415) 555-1212",
"postcode": "99999",
"city": "San Francisco",
"firstname": "Melanie",
"lastname": "Shaw",
"default_shipping": true,
"default_billing": true
}
],
"disable_auto_group_change": 0,
"extension_attributes": {
"company_attributes": {
"customer_id": 2,
"company_id": 1,
"status": 1
}
}
},
"billing_address": {
"id": 7,
"region": null,
"region_id": null,
"region_code": null,
"country_id": null,
"street": [
""
],
"telephone": null,
"postcode": null,
"city": null,
"firstname": null,
"lastname": null,
"customer_id": 2,
"email": "mshaw@example.com",
"same_as_billing": 0,
"save_in_address_book": 0
},
"orig_order_id": 0,
"currency": {
"global_currency_code": "USD",
"base_currency_code": "USD",
"store_currency_code": "USD",
"quote_currency_code": "USD",
"store_to_base_rate": 0,
"store_to_quote_rate": 0,
"base_to_global_rate": 1,
"base_to_quote_rate": 1
},
"customer_is_guest": false,
"customer_note_notify": true,
"customer_tax_class_id": 3,
"store_id": 1,
"extension_attributes": {
"shipping_assignments": [
{
"shipping": {
"address": {
"id": 8,
"region": null,
"region_id": null,
"region_code": null,
"country_id": null,
"street": [
""
],
"telephone": null,
"postcode": null,
"city": null,
"firstname": null,
"lastname": null,
"customer_id": 2,
"email": "mshaw@example.com",
"same_as_billing": 1,
"save_in_address_book": 0
},
"method": null
},
"items": [
{
"item_id": 10,
"sku": "24-UG02",
"qty": 15,
"name": "Pursuit Lumaflex™ Tone Band",
"price": 12.48,
"product_type": "simple",
"quote_id": "4",
"extension_attributes": {
"negotiable_quote_item": {
"item_id": 10,
"original_price": 16,
"original_tax_amount": 0,
"original_discount_amount": 3.2
}
}
},
{
"item_id": 11,
"sku": "24-UG03",
"qty": 10,
"name": "Harmony Lumaflex™ Strength Band Kit ",
"price": 17.16,
"product_type": "simple",
"quote_id": "4",
"extension_attributes": {
"negotiable_quote_item": {
"item_id": 11,
"original_price": 22,
"original_tax_amount": 0,
"original_discount_amount": 4.4
}
}
}
]
}
],
"negotiable_quote": {
"quote_id": 4,
"is_regular_quote": true,
"status": "processing_by_admin",
"negotiated_price_type": 1,
"negotiated_price_value": 2.5,
"shipping_price": null,
"quote_name": "Discount request",
"expiration_period": null,
"email_notification_status": 0,
"has_unconfirmed_changes": false,
"is_shipping_tax_changed": false,
"is_customer_price_changed": false,
"notifications": null,
"applied_rule_ids": "2,3",
"is_address_draft": false,
"deleted_sku": null,
"creator_id": 1,
"creator_type": 2,
"original_total_price": 368,
"base_original_total_price": 368,
"negotiated_total_price": 358.8,
"base_negotiated_total_price": 358.8
}
}
}
Set the payment information and place the order
The buyer is now ready to complete the purchase. Since the buyer has already specified the billing address, only the paymentMethod information must be included.
Headers:
1
2
Content-Type application/json
Authorization Bearer <admin token>
Endpoint:
/V1/negotiable-carts/3/payment-information
Payload:
1
2
3
4
5
{ "paymentMethod": {
"po_number": "12345",
"method": "companycredit"
}
}
Response:
The response is the order id: 4
Reimburse company credit
Now that the negotiable quote has been converted into an order, you can issue an invoice and create a shipment in the same manner as a standard B2C order. However, when the company pays for the order, the company’s outstanding balance must be credited.
In this example, the companyId is 1.
Headers:
1
2
Content-Type application/json
Authorization Bearer <admin token>
Endpoint:
POST /V1/companyCredits/1/increaseBalance
Payload:
1
2
3
4
5
6
{
"value": 363.80,
"currency": "USD",
"operationType": 4,
"comment": "Order #3 reimbursed"
}
Response:
true, indicating the reimbursement was successfully applied. Magento sends an email to the buyer.
