Zynk Workflow Documentation

This task will export quotations from Quikflw in Quikflw Quotation XML format to a file.

Settings

Quikflw Connection

Required
The connection to Quikflw to use. See the [Connecting to Quikflw] article if you require further information on how to create/manage the connection to Quikflw.

Export Settings > Date Modified

Required
Only quotations updated after this date will be downloaded. This date is automatically updated each time the task runs with the highest updated date.

Export Settings > Export Status

Required
Default Value : Draft
Status of the quotations to export from Quikflw.
The following status are supported:

Export Settings > Page Size

Required
Default Value : 50
The number of records to include in each page of records. Increasing this value will increase the speed of the download, however, more of memory (RAM) will be consumed.

Output File

Required
The name of the file to export the quotations to.

Zynk Settings

See Common Task Settings.

Examples

Sample output file, for full documentation and samples see Quikflw Quotation XML

<?xml version="1.0" encoding="utf-8"?>
<Quotations xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema">
  <Quotation>
    <Id>9138b32c-eb27-4199-aa05-061c30e86a31</Id>
    <Client>
      <Id>7cf70a56-eadc-45f0-8222-3749411ceab1</Id>
      <Value>Sample Client 1</Value>
    </Client>
    <Contact>
      <Id>e290edb6-2b51-4c67-8b5f-a13462e3afc6</Id>
      <Value>Mr Donald Draper</Value>
    </Contact>
    <Status>
      <Id>1</Id>
      <Value>Draft</Value>
    </Status>
    <Reference>Q</Reference>
    <ClientReference />
    <Number>1000</Number>
    <Version>1</Version>
    <Description>Sample Quotation 1</Description>
    <Note />
    <Discount>0</Discount>
    <Margin>3.47</Margin>
    <TotalVat>44</TotalVat>
    <TotalMargin>10</TotalMargin>
    <TotalCost>110</TotalCost>
    <TotalNet>320</TotalNet>
    <TotalPrice>364</TotalPrice>
    <TotalLabour>200</TotalLabour>
    <TotalLabourCost>20</TotalLabourCost>
    <TotalLabourHours>2</TotalLabourHours>
    <TotalProfit>190</TotalProfit>
    <Profit>59.375</Profit>
    <PriceList>
      <Id>de4731b0-bf42-4995-bad5-d4b10e69fe8c</Id>
      <Value>GBP</Value>
    </PriceList>
    <Currency>
      <Id>1</Id>
      <Value>GBP</Value>
    </Currency>
    <CustomFields />
    <InvoiceAddress>Sample Client 1, 40 Brunswick Square, Bloomsbury, London, WC1N 1AZ</InvoiceAddress>
    <DeliveryAddress>Sample Client 1, 40 Brunswick Square, Bloomsbury, London, WC1N 1AZ</DeliveryAddress>
    <DateQuoted>2018-11-01T00:00:00</DateQuoted>
    <NumberDaysValid>0</NumberDaysValid>
    <Created>2018-11-01T10:29:49.757</Created>
    <LastUpdated>2018-11-05T11:46:21.723</LastUpdated>
    <EstimatedDelivery>2018-11-01T00:00:00</EstimatedDelivery>
    <IsApproved>false</IsApproved>
    <IsClientDraft>false</IsClientDraft>
    <AllowClientToCustomize>false</AllowClientToCustomize>
    <AllowClientEditLineItems>false</AllowClientEditLineItems>
    <AllowClientEditSections>false</AllowClientEditSections>
    <NeedsCheckedClientSubmission>false</NeedsCheckedClientSubmission>
    <IsStripePaid>false</IsStripePaid>
    <Sections>
      <Section>
        <Id>c79e6dca-6883-4789-bdca-9dc7987bd0fb</Id>
        <IncludeInTotal>true</IncludeInTotal>
        <HideFromClient>false</HideFromClient>
        <IsRequired>false</IsRequired>
        <AllowClientToCustomize>false</AllowClientToCustomize>
        <SortPos>0</SortPos>
        <CurrencySymbol>£</CurrencySymbol>
        <Discount>0</Discount>
        <Margin>2.38</Margin>
        <TotalLabour>100</TotalLabour>
        <TotalLabourCost>10</TotalLabourCost>
        <TotalLabourHours>1</TotalLabourHours>
        <TotalVat>22</TotalVat>
        <TotalDiscount>0</TotalDiscount>
        <TotalMargin>5</TotalMargin>
        <TotalCost>105</TotalCost>
        <TotalNet>210</TotalNet>
        <TotalPrice>232</TotalPrice>
        <Items>
          <Product>
            <Id>80d0f5ad-000e-4a15-a246-300163eae039</Id>
            <ProductCode>QL-1</ProductCode>
            <Deleted xsi:nil="true" />
            <Information>
              <Description>Quotation Line Item 1</Description>
              <Category />
              <CustomFields />
            </Information>
            <UsePriceBreaks xsi:nil="true" />
            <Quantity>5</Quantity>
            <SetupCost>0</SetupCost>
            <Vat>0</Vat>
            <Markup>0</Markup>
            <Discount>0</Discount>
            <ListPrice>0</ListPrice>
            <Price>10</Price>
            <ListCost>0</ListCost>
            <Cost>10</Cost>
            <LabourName />
            <LabourHours>0</LabourHours>
            <LabourRate>0</LabourRate>
            <LabourCostRate>0</LabourCostRate>
            <LabourPrice>0</LabourPrice>
            <LabourCost>0</LabourCost>
            <Margin>0</Margin>
            <MarginPrice>0</MarginPrice>
            <Total>50</Total>
            <ImageUrl>/Product Images/NotFound.png</ImageUrl>
            <IsKit>false</IsKit>
            <IsKitItem>false</IsKitItem>
            <IsComment>false</IsComment>
            <HidePrices>false</HidePrices>
            <CanDelete>true</CanDelete>
            <HideOnPdf>false</HideOnPdf>
            <IsRequired>false</IsRequired>
            <SortPos>0</SortPos>
            <AllowClientToCustomize>false</AllowClientToCustomize>
          </Product>
          <Product>
            <Id>78b449ca-68ee-46ec-8ab8-25a182d48987</Id>
            <ProductCode>QL-2</ProductCode>
            <Deleted xsi:nil="true" />
            <Information>
              <Description>Quotation Line Item 2</Description>
              <Category />
              <CustomFields />
            </Information>
            <UsePriceBreaks xsi:nil="true" />
            <Quantity>4</Quantity>
            <SetupCost>0</SetupCost>
            <Vat>0</Vat>
            <Markup>0</Markup>
            <Discount>0</Discount>
            <ListPrice>0</ListPrice>
            <Price>5</Price>
            <ListCost>0</ListCost>
            <Cost>5</Cost>
            <LabourName />
            <LabourHours>0</LabourHours>
            <LabourRate>0</LabourRate>
            <LabourCostRate>0</LabourCostRate>
            <LabourPrice>0</LabourPrice>
            <LabourCost>0</LabourCost>
            <Margin>0</Margin>
            <MarginPrice>0</MarginPrice>
            <Total>20</Total>
            <ImageUrl>/Product Images/NotFound.png</ImageUrl>
            <IsKit>false</IsKit>
            <IsKitItem>false</IsKitItem>
            <IsComment>false</IsComment>
            <HidePrices>false</HidePrices>
            <CanDelete>true</CanDelete>
            <HideOnPdf>false</HideOnPdf>
            <IsRequired>false</IsRequired>
            <SortPos>1</SortPos>
            <AllowClientToCustomize>false</AllowClientToCustomize>
          </Product>
          <Product>
            <Id>390bf781-12a8-4d5b-9e74-2a0c2442a18f</Id>
            <ProductCode>QL-3</ProductCode>
            <Deleted xsi:nil="true" />
            <Information>
              <Description>Quotation Line Item 3</Description>
              <Category />
              <CustomFields />
            </Information>
            <UsePriceBreaks xsi:nil="true" />
            <Quantity>1</Quantity>
            <SetupCost>0</SetupCost>
            <Vat>0</Vat>
            <Markup>0</Markup>
            <Discount>0</Discount>
            <ListPrice>0</ListPrice>
            <Price>30</Price>
            <ListCost>0</ListCost>
            <Cost>30</Cost>
            <LabourName />
            <LabourHours>0</LabourHours>
            <LabourRate>0</LabourRate>
            <LabourCostRate>0</LabourCostRate>
            <LabourPrice>0</LabourPrice>
            <LabourCost>0</LabourCost>
            <Margin>0</Margin>
            <MarginPrice>0</MarginPrice>
            <Total>30</Total>
            <ImageUrl>/Product Images/NotFound.png</ImageUrl>
            <IsKit>false</IsKit>
            <IsKitItem>false</IsKitItem>
            <IsComment>false</IsComment>
            <HidePrices>false</HidePrices>
            <CanDelete>true</CanDelete>
            <HideOnPdf>false</HideOnPdf>
            <IsRequired>false</IsRequired>
            <SortPos>2</SortPos>
            <AllowClientToCustomize>false</AllowClientToCustomize>
          </Product>
          <Product>
            <Id>8ab51d46-c502-47fa-b8d0-fedfb0a2d6a8</Id>
            <ProductCode>PARMA-VIOLETS</ProductCode>
            <Deleted xsi:nil="true" />
            <Information>
              <Description>The sweets are hard, biconcave disc-shaped sweets.</Description>
              <Category>Test</Category>
              <CustomFields />
            </Information>
            <Unit>KGs</Unit>
            <UsePriceBreaks xsi:nil="true" />
            <Quantity>1</Quantity>
            <SetupCost>0</SetupCost>
            <Vat>20</Vat>
            <Markup>100</Markup>
            <Discount>0</Discount>
            <ListPrice>10</ListPrice>
            <Price>10</Price>
            <ListCost>5</ListCost>
            <Cost>5</Cost>
            <LabourName>Andrew</LabourName>
            <LabourHours>1</LabourHours>
            <LabourRate>100</LabourRate>
            <LabourCostRate>10</LabourCostRate>
            <LabourPrice>100</LabourPrice>
            <LabourCost>10</LabourCost>
            <Margin>50</Margin>
            <MarginPrice>5</MarginPrice>
            <Total>110</Total>
            <ImageUrl>/Uploads/d47d3087-9de2-464c-bad4-0982ef0668af/Images/b066fdca-6022-432b-8805-e8547f1dc813.jpeg</ImageUrl>
            <IsKit>true</IsKit>
            <IsKitItem>false</IsKitItem>
            <IsComment>false</IsComment>
            <HidePrices>false</HidePrices>
            <CanDelete>true</CanDelete>
            <HideOnPdf>false</HideOnPdf>
            <IsRequired>false</IsRequired>
            <SortPos>3</SortPos>
            <AllowClientToCustomize>false</AllowClientToCustomize>
          </Product>
        </Items>
      </Section>
    </Sections>
  </Quotation>
</Quotations>

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