Order Lifecycle

The order lifecycle is the commercial spine of PLM. A customer enquiry becomes a quote, an accepted quote converts to a sales order, the order is costed against its BOM, and the approved order is released to MES as a production order. Sample plans and labor cost estimation run alongside to validate feasibility and margin.

The flow

Quotes

A quote is the first commercial artifact. It starts as a draft, is submitted for review, and is accepted or rejected by the client. An accepted quote can be converted into a sales order in one call.

GET /api/v1/quotes
Authorization: Bearer <access_token>

Create a quote

client_id

string

required

The client this quote is for.

style_id

string

Optional style this quote prices.

lines

array

required

Quote line items with quantity and unit price.

POST /api/v1/quotes
Authorization: Bearer <access_token>

{
  "client_id": "uuid",
  "style_id": "uuid",
  "lines": [
    { "description": "Crew neck tee", "quantity": 1000, "unit_price": 4.20 }
  ]
}

Response (201):

{
  "id": "uuid",
  "ref": "QT-2026-0042",
  "status": "draft",
  "total": 4200.00
}

Move a quote through its states

PUT /api/v1/quotes/{quote_id}/submit
PUT /api/v1/quotes/{quote_id}/accept
PUT /api/v1/quotes/{quote_id}/reject

Convert to a sales order

Once accepted, convert the quote directly into a sales order. Line items and pricing carry over.

POST /quotes/{quote_id}/convert-to-sales-order
Authorization: Bearer <access_token>

Response (201):

{
  "order_id": "uuid",
  "order_ref": "SO-2026-0042",
  "status": "open"
}

Use PUT /api/v1/quotes/{quote_id} to revise pricing while the quote is still in draft. Submitted quotes should be revised through a new version rather than edited in place.

Sales Orders

The sales order is the confirmed commercial commitment. It tracks order quantities, delivery dates, and links to the costing and production order.

GET /api/v1/orders
POST /api/v1/orders
GET /api/v1/orders/{document_id}
PATCH /api/v1/orders/{document_id}
Authorization: Bearer <access_token>

Most orders are created via convert-to-sales-order. Use POST /api/v1/orders directly only when there is no originating quote.

Costing Management

Costing turns the BOM into a cost sheet — material, labor, and overhead rolled into a unit cost and margin. Cost sheets are versioned and run through a submit → approve workflow before the order can be released to production.

GET /api/v1/costings
POST /api/v1/costings
GET /api/v1/costings/{costing_id}
PATCH /api/v1/costings/{costing_id}
Authorization: Bearer <access_token>

Approval workflow

POST /api/v1/costings/{costing_id}/submit
POST /api/v1/costings/{costing_id}/approve
POST /api/v1/costings/{costing_id}/reject
POST /api/v1/costings/{costing_id}/withdraw

Analysis and versioning

target_margin

number

Target margin to evaluate the cost sheet against.

POST /api/v1/costings/{costing_id}/margin-analysis
GET  /api/v1/costings/compare
POST /api/v1/costings/{costing_id}/versions
GET  /api/v1/costings/dashboard

Cost sheets can be saved as reusable templates and instantiated for new orders:

POST /api/v1/costings/templates
POST /api/v1/costings/from-template/{template_id}

Approved cost sheets post to Finindex via the cost-sheet GL endpoints (POST /api/v1/cost-sheets/{cost_sheet_id}/post-gl). See /finindex.

Labor Cost

Labor estimation prices the sewing operations behind a style. It can be run standalone or pulled into a cost sheet.

POST /api/v1/labor-cost/estimate
POST /api/v1/labor-cost/compare
Authorization: Bearer <access_token>

Sample Plans

Sample plans schedule and track the pre-production samples (proto, fit, PP) that validate a style before bulk production is released.

GET    /api/v1/sample-plans
POST   /api/v1/sample-plans
PATCH  /api/v1/sample-plans/{plan_id}
DELETE /api/v1/sample-plans/{plan_id}
Authorization: Bearer <access_token>

See the API Reference tab for the full endpoint list.

Procurement

Source the materials the costed BOM demands.

MES Production

Where the approved order is produced.

​Order Lifecycle

​The flow

​Quotes

​Create a quote

​Move a quote through its states

​Convert to a sales order

​Sales Orders

​Costing Management

​Approval workflow

​Analysis and versioning

​Labor Cost

​Sample Plans

​Next

Procurement

MES Production

Order Lifecycle

The flow

Quotes

Create a quote

Move a quote through its states

Convert to a sales order

Sales Orders

Costing Management

Approval workflow

Analysis and versioning

Labor Cost

Sample Plans

Next