Quote write-back: send priced quotes to your system

Quote write-back sends a priced Elastly quote to your system as a quote record. Only the quote is written: Elastly creates the quote with its lines, its own fields and the defaults you confirmed. Price levels and other records are never touched. You authorise write-back once, after a preview, and you can revoke it at any time.

Before you authorise

• A published pricing policy

  Quotes are created only once a pricing policy is published.

• Write permission on the role

  The role Elastly connects as needs edit access to quotes. Connecting grants read access only.

• A paid plan

  Writes are read-only during the trial. Pushing turns on when you pick a plan.

Authorise quote writes

Open the connector page and find the Writes card. It lists the write targets your system offers, each off until you authorise it.

1. Turn the target on

   Turning a target on starts a preview. If the role lacks the write permission, the Allow writes dialog lists the permissions to add, offers Download role with the write permissions included, and Check and apply tests the role again.

2. Review the preview

   The Authorise writes sheet states what Elastly writes, the custom columns it fills, which records it writes to and what is never touched. Example lines from your recent quotes show the rate before and the Elastly price after.

3. Confirm the defaults

   Choose the values Elastly uses for fields your quotes need, described below.

4. Authorise

   Select Authorise. A preview is valid for 15 minutes; after that a new one is prepared.

What is written

• The quote

  Customer, currency, sales rep, expiry date and memo, plus the header defaults you confirmed.

• Each line

  Item, quantity, units and rate, with location, department and class.

• Elastly columns

  Elastly price and Elastly decision on each line, where the two columns are installed.

• Never touched

  Item price levels, items, customers, sales orders and invoices.

The defaults you confirm

Many forms require a location, department or class on every line, and some require a header field such as a quotation type. Elastly proposes each default from the value used most on your recent quotes.

1. Line location, department and class

   Each line takes the value from the customer's sales rep. The default applies when the sales rep has none.

2. Required header fields

   A required list field that every recent quote fills is proposed with its most frequent value.

Push a quote

On a priced quote, select Push to your system. The quote shows Pushing while the write runs. A revised quote offers Push for the new version, which replaces the lines of the same quote record, so your system holds one quote per Elastly quote.

1. Checked before the write

   If the quote was changed in your system since the last push, nothing is overwritten. Review the quote there, then revise it in Elastly.

2. Read back after the write

   Elastly reads the quote back after every push. If a rate changed after the push, for example by a script in your system, the push is reported with the line that changed and the quote stays linked.

3. Retry when it fails

   A push that fails shows Push failed with the reason, and Retry push sends it again.

Revoke write access

Revoke the target on the Writes card. Pushes from Elastly quotes stop until someone authorises again. Quotes already pushed keep their rate and Elastly columns, and reads and syncs keep running.

Worked example: NetSuite estimates

In NetSuite, Elastly writes estimates. Each estimate gets an external ID from Elastly, so a later push updates the same estimate instead of creating a new one.

• Role

  Transactions › Estimate (Edit), plus Lists › Departments, Classes, Employees and Employee Record (View) to read line defaults from the sales rep.

• Rate

  Each line uses the Custom price level with the Elastly rate, so the rate is kept exactly and the item's price levels are not changed.

• Elastly columns

  Two transaction line fields: Elastly price, with the ID custcol_elastly_rate, and Elastly decision, with the ID custcol_elastly_decision_id.

• Line defaults

  NetSuite does not copy header department, class or location to lines written through its REST API, so Elastly sets them on each line.

To install the Elastly columns, open the connector's More actions menu and select Download pricing bundle. The bundle is a SuiteCloud Development Framework project that adds the two columns to sales transactions; deploy it to your account. A column that your estimate form does not show is dropped by NetSuite without an error, so Elastly reports any column it could not store after each push. Show both columns on the forms you quote with.