Kaseya Quote Manager Tools
kqm_ · 45 tools · Free 45
Kaseya Quote Manager API; raw JSON passthrough.
Catalog
| Tool | Plan | Access | Description |
|---|---|---|---|
kqm_get_brand_by_id |
Free | Read-only | [KQM] Retrieve a single brand (manufacturer) by its KQM ID. Returns brand name and metadata. Use `kqm_list_brands` to discover valid brand IDs. |
kqm_get_category_by_id |
Free | Read-only | [KQM] Retrieve a single product category by its KQM ID. Use `kqm_list_categories` to discover valid category IDs. |
kqm_get_product_by_id |
Free | Read-only | [KQM] Retrieve a single product by its KQM ID. Returns product name, SKU, brand, category, pricing, and other metadata. Use `kqm_list_products` to discover valid product IDs. |
kqm_get_product_supplier_by_id |
Free | Read-only | [KQM] Retrieve a single product-supplier link by its KQM ID. Use `kqm_list_product_suppliers` to find valid IDs. |
kqm_list_brands |
Free | Read-only | [KQM] List product brands (manufacturers) in the KQM catalog. Returns brand IDs and names used to classify products. Use this to discover valid brand IDs before filtering products by brand. Results are page-based (max 100 per page). |
kqm_list_categories |
Free | Read-only | [KQM] List all product categories in the KQM catalog. Returns a bare array of category objects. This endpoint returns the full set in one call (no pagination) — KQM does not expose `page` or `modifiedAfter` for categories. Use to resolve category IDs referenced on products. |
kqm_list_product_images |
Free | Read-only | [KQM] List product images, optionally scoped to a single product. Returns image URLs and metadata. This list endpoint has no matching `get_by_id` in KQM — use the response `productID` field to join back to `kqm_get_product_by_id`. |
kqm_list_product_suppliers |
Free | Read-only | [KQM] List product-supplier links, optionally scoped to a single product. Each record ties a product to one of its suppliers with per-supplier cost and SKU. Use `kqm_list_products` to find product IDs and `kqm_list_suppliers` to find supplier IDs. |
kqm_list_products |
Free | Read-only | [KQM] List products in the KQM catalog with optional filtering by manufacturer part number or modification time. Use this to discover product IDs before drilling into images, suppliers, or sales-order lines. Pair with `kqm_list_brands`/`kqm_list_categories` for filtering on the client side. |
kqm_list_suppliers |
Free | Read-only | [KQM] List vendors/suppliers in the KQM catalog. Returns supplier IDs and names referenced by products and purchase orders. Use with `kqm_get_supplier_by_id` (in Operations) to drill into an individual supplier. |
kqm_get_brand_by_id parameters
| Param | Type | Required | Default | Description |
|---|---|---|---|---|
id |
integer | yes | The KQM brand identifier. Use `kqm_list_brands` to find valid IDs. |
kqm_get_category_by_id parameters
| Param | Type | Required | Default | Description |
|---|---|---|---|---|
id |
integer | yes | The KQM category identifier. Use `kqm_list_categories` to find valid IDs. |
kqm_get_product_by_id parameters
| Param | Type | Required | Default | Description |
|---|---|---|---|---|
id |
integer | yes | The KQM product identifier. Use `kqm_list_products` to find valid IDs. |
kqm_get_product_supplier_by_id parameters
| Param | Type | Required | Default | Description |
|---|---|---|---|---|
id |
integer | yes | The KQM product-supplier identifier. |
kqm_list_brands parameters
| Param | Type | Required | Default | Description |
|---|---|---|---|---|
modifiedAfter |
string | no | null | ISO-8601 timestamp. When set, only brands modified on or after this time are returned (e.g. '2026-01-01T00:00:00'). |
page |
integer | no | 1 | Page number (1-indexed, default 1). Increment to retrieve subsequent pages. |
pageSize |
integer | no | 100 | Results per page (default 100, max 100 enforced by KQM). |
kqm_list_product_images parameters
| Param | Type | Required | Default | Description |
|---|---|---|---|---|
page |
integer | no | 1 | Page number (1-indexed, default 1). |
pageSize |
integer | no | 100 | Results per page (default 100, max 100 enforced by KQM). |
productID |
integer | no | null | Optional product ID to scope images to a single product. Use `kqm_list_products` to find valid IDs. |
kqm_list_product_suppliers parameters
| Param | Type | Required | Default | Description |
|---|---|---|---|---|
modifiedAfter |
string | no | null | ISO-8601 timestamp. When set, only records modified on or after this time are returned. |
page |
integer | no | 1 | Page number (1-indexed, default 1). |
pageSize |
integer | no | 100 | Results per page (default 100, max 100 enforced by KQM). |
productID |
integer | no | null | Optional product ID to scope to a single product's supplier links. |
kqm_list_products parameters
| Param | Type | Required | Default | Description |
|---|---|---|---|---|
manufacturerPartNumber |
string | no | null | Optional exact-match filter on manufacturer part number (e.g. 'PN12345678'). |
modifiedAfter |
string | no | null | ISO-8601 timestamp. When set, only products modified on or after this time are returned. |
page |
integer | no | 1 | Page number (1-indexed, default 1). |
pageSize |
integer | no | 100 | Results per page (default 100, max 100 enforced by KQM). |
kqm_list_suppliers parameters
| Param | Type | Required | Default | Description |
|---|---|---|---|---|
modifiedAfter |
string | no | null | ISO-8601 timestamp. When set, only suppliers modified on or after this time are returned. |
page |
integer | no | 1 | Page number (1-indexed, default 1). |
pageSize |
integer | no | 100 | Results per page (default 100, max 100 enforced by KQM). |
Customers
| Tool | Plan | Access | Description |
|---|---|---|---|
kqm_get_contact_by_id |
Free | Read-only | [KQM] Retrieve a single customer contact by its KQM ID. Use `kqm_list_contacts` to discover valid IDs. |
kqm_get_customer_address_by_id |
Free | Read-only | [KQM] Retrieve a single customer address by its KQM ID. Use `kqm_list_customer_addresses` to discover valid IDs. |
kqm_get_customer_by_id |
Free | Read-only | [KQM] Retrieve a single customer by its KQM ID. Use `kqm_list_customers` to discover valid IDs. |
kqm_list_contacts |
Free | Read-only | [KQM] List customer contacts (people) in KQM. When `customerID` is supplied, only contacts for that customer are returned. Use `kqm_list_customers` to find valid customer IDs first. |
kqm_list_customer_addresses |
Free | Read-only | [KQM] List customer shipping/billing addresses. When `customerID` is supplied, only addresses for that customer are returned. Use `kqm_list_customers` to find valid customer IDs. |
kqm_list_customers |
Free | Read-only | [KQM] List customers (companies that KQM quotes or sells to). Returns customer IDs and core metadata. Use this to resolve customer IDs referenced by quotes, sales orders, contacts, and addresses. |
kqm_get_contact_by_id parameters
| Param | Type | Required | Default | Description |
|---|---|---|---|---|
id |
integer | yes | The KQM contact identifier. |
kqm_get_customer_address_by_id parameters
| Param | Type | Required | Default | Description |
|---|---|---|---|---|
id |
integer | yes | The KQM customer-address identifier. |
kqm_get_customer_by_id parameters
| Param | Type | Required | Default | Description |
|---|---|---|---|---|
id |
integer | yes | The KQM customer identifier. |
kqm_list_contacts parameters
| Param | Type | Required | Default | Description |
|---|---|---|---|---|
customerID |
integer | no | null | Optional customer ID to scope to a single customer's contacts. |
modifiedAfter |
string | no | null | ISO-8601 timestamp. When set, only contacts modified on or after this time are returned. |
page |
integer | no | 1 | Page number (1-indexed, default 1). |
pageSize |
integer | no | 100 | Results per page (default 100, max 100 enforced by KQM). |
kqm_list_customer_addresses parameters
| Param | Type | Required | Default | Description |
|---|---|---|---|---|
customerID |
integer | no | null | Optional customer ID to scope to a single customer's addresses. |
modifiedAfter |
string | no | null | ISO-8601 timestamp. When set, only addresses modified on or after this time are returned. |
page |
integer | no | 1 | Page number (1-indexed, default 1). |
pageSize |
integer | no | 100 | Results per page (default 100, max 100 enforced by KQM). |
kqm_list_customers parameters
| Param | Type | Required | Default | Description |
|---|---|---|---|---|
modifiedAfter |
string | no | null | ISO-8601 timestamp. When set, only customers modified on or after this time are returned. |
page |
integer | no | 1 | Page number (1-indexed, default 1). |
pageSize |
integer | no | 100 | Results per page (default 100, max 100 enforced by KQM). |
Quotes
| Tool | Plan | Access | Description |
|---|---|---|---|
kqm_get_quote_by_id |
Free | Read-only | [KQM] Retrieve a single quote by its KQM ID, including header fields, totals, and status. Use `kqm_list_quotes` to discover IDs, and pair with `kqm_list_quote_sections` to walk the quote body. |
kqm_get_quote_line_by_id |
Free | Read-only | [KQM] Retrieve a single quote line by its KQM ID. Use `kqm_list_quote_lines` to discover valid IDs. |
kqm_get_quote_section_by_id |
Free | Read-only | [KQM] Retrieve a single quote section by its KQM ID. Use `kqm_list_quote_sections` to discover valid IDs. |
kqm_list_quote_lines |
Free | Read-only | [KQM] List line items for a specific quote section. Call `kqm_list_quote_sections` first to obtain the `quoteSectionID` required by this tool — quote lines are scoped to sections, not directly to quotes. |
kqm_list_quote_sections |
Free | Read-only | [KQM] List quote sections, typically scoped to a single quote. Call this before `kqm_list_quote_lines` to obtain the `quoteSectionID` values required to fetch lines. Use `kqm_list_quotes` to find the parent quote ID. |
kqm_list_quotes |
Free | Read-only | [KQM] List sales quotes. Optionally filter by quote number, modification time, or status. Status is filtered client-side after fetching (KQM does not support a status query parameter); may require larger page sizes for accurate counts across large tenants. |
kqm_get_quote_by_id parameters
| Param | Type | Required | Default | Description |
|---|---|---|---|---|
id |
integer | yes | The KQM quote identifier. |
kqm_get_quote_line_by_id parameters
| Param | Type | Required | Default | Description |
|---|---|---|---|---|
id |
integer | yes | The KQM quote-line identifier. |
kqm_get_quote_section_by_id parameters
| Param | Type | Required | Default | Description |
|---|---|---|---|---|
id |
integer | yes | The KQM quote-section identifier. |
kqm_list_quote_lines parameters
| Param | Type | Required | Default | Description |
|---|---|---|---|---|
page |
integer | no | 1 | Page number (1-indexed, default 1). |
pageSize |
integer | no | 100 | Results per page (default 100, max 100 enforced by KQM). |
quoteSectionID |
integer | no | null | Optional quote-section ID to scope to lines within a single section. Obtain from `kqm_list_quote_sections`. |
kqm_list_quote_sections parameters
| Param | Type | Required | Default | Description |
|---|---|---|---|---|
page |
integer | no | 1 | Page number (1-indexed, default 1). |
pageSize |
integer | no | 100 | Results per page (default 100, max 100 enforced by KQM). |
quoteID |
integer | no | null | Optional quote ID to scope to sections of a single quote. Use `kqm_list_quotes` to find valid IDs. |
kqm_list_quotes parameters
| Param | Type | Required | Default | Description |
|---|---|---|---|---|
modifiedAfter |
string | no | null | ISO-8601 timestamp. When set, only quotes modified on or after this time are returned. |
page |
integer | no | 1 | Page number (1-indexed, default 1). |
pageSize |
integer | no | 100 | Results per page (default 100, max 100 enforced by KQM). |
quoteNumber |
string | no | null | Optional exact-match filter on quote number (e.g. 'QO12345678'). |
status |
string | no | null | Optional status filter. Applied client-side after fetching — KQM does not accept a status query param. Values: Draft(0), Sent(1), Viewed(2), Won(3), PendingApproval(4), Approved(5), Declined(90). |
Sales Orders
| Tool | Plan | Access | Description |
|---|---|---|---|
kqm_get_sales_order_by_id |
Free | Read-only | [KQM] Retrieve a single sales order by its KQM ID, including header fields, totals, customer link, and status. Use `kqm_list_sales_orders` to discover IDs and `kqm_list_sales_order_lines` to enumerate line items. |
kqm_get_sales_order_line_by_id |
Free | Read-only | [KQM] Retrieve a single sales-order line by its KQM ID. Use `kqm_list_sales_order_lines` to discover valid IDs. |
kqm_get_sales_order_payment_by_id |
Free | Read-only | [KQM] Retrieve a single sales-order payment by its KQM ID. Use `kqm_list_sales_order_payments` to discover valid IDs. |
kqm_list_sales_order_lines |
Free | Read-only | [KQM] List line items for a specific sales order. Use `kqm_list_sales_orders` to obtain the `salesOrderID`, or call without it to page across all sales-order lines in the tenant. |
kqm_list_sales_order_payments |
Free | Read-only | [KQM] List payments recorded against a sales order. Use `kqm_list_sales_orders` to find the parent `salesOrderID`, or omit the filter to enumerate payments across all orders. |
kqm_list_sales_orders |
Free | Read-only | [KQM] List sales orders. Optionally filter by order number, modification time, or status. Status is filtered client-side after fetching (KQM does not support a status query parameter); may require larger page sizes for accurate counts across large tenants. |
kqm_get_sales_order_by_id parameters
| Param | Type | Required | Default | Description |
|---|---|---|---|---|
id |
integer | yes | The KQM sales-order identifier. |
kqm_get_sales_order_line_by_id parameters
| Param | Type | Required | Default | Description |
|---|---|---|---|---|
id |
integer | yes | The KQM sales-order-line identifier. |
kqm_get_sales_order_payment_by_id parameters
| Param | Type | Required | Default | Description |
|---|---|---|---|---|
id |
integer | yes | The KQM sales-order-payment identifier. |
kqm_list_sales_order_lines parameters
| Param | Type | Required | Default | Description |
|---|---|---|---|---|
modifiedAfter |
string | no | null | ISO-8601 timestamp. When set, only lines modified on or after this time are returned. |
page |
integer | no | 1 | Page number (1-indexed, default 1). |
pageSize |
integer | no | 100 | Results per page (default 100, max 100 enforced by KQM). |
salesOrderID |
integer | no | null | Optional sales-order ID to scope to lines of a single order. |
kqm_list_sales_order_payments parameters
| Param | Type | Required | Default | Description |
|---|---|---|---|---|
modifiedAfter |
string | no | null | ISO-8601 timestamp. When set, only payments modified on or after this time are returned. |
page |
integer | no | 1 | Page number (1-indexed, default 1). |
pageSize |
integer | no | 100 | Results per page (default 100, max 100 enforced by KQM). |
salesOrderID |
integer | no | null | Optional sales-order ID to scope to payments of a single order. |
kqm_list_sales_orders parameters
| Param | Type | Required | Default | Description |
|---|---|---|---|---|
modifiedAfter |
string | no | null | ISO-8601 timestamp. When set, only sales orders modified on or after this time are returned. |
orderNumber |
string | no | null | Optional exact-match filter on sales-order number (e.g. 'ON12345678'). |
page |
integer | no | 1 | Page number (1-indexed, default 1). |
pageSize |
integer | no | 100 | Results per page (default 100, max 100 enforced by KQM). |
status |
string | no | null | Optional status filter. Applied client-side after fetching — KQM does not accept a status query param. Values: Draft(1), Approved(2), Processed(3), Cancelled(90). |
Purchase Orders
| Tool | Plan | Access | Description |
|---|---|---|---|
kqm_get_purchase_order_by_id |
Free | Read-only | [KQM] Retrieve a single purchase order by its KQM ID, including header fields, totals, supplier link, and status. Use `kqm_list_purchase_orders` to discover IDs. Pair with `kqm_list_purchase_order_lines` and `kqm_list_purchase_order_costs`. |
kqm_get_purchase_order_cost_by_id |
Free | Read-only | [KQM] Retrieve a single purchase-order cost record by its KQM ID. Use `kqm_list_purchase_order_costs` to discover valid IDs. |
kqm_get_purchase_order_line_by_id |
Free | Read-only | [KQM] Retrieve a single purchase-order line by its KQM ID. Use `kqm_list_purchase_order_lines` to discover valid IDs. |
kqm_list_purchase_order_costs |
Free | Read-only | [KQM] List ancillary cost records (freight, duty, etc.) attached to a purchase order. Use `kqm_list_purchase_orders` to find the parent `purchaseOrderID`, or omit the filter to enumerate across all POs. |
kqm_list_purchase_order_lines |
Free | Read-only | [KQM] List line items for a specific purchase order. Use `kqm_list_purchase_orders` to find the parent `purchaseOrderID`, or omit the filter to enumerate lines across all POs. |
kqm_list_purchase_orders |
Free | Read-only | [KQM] List purchase orders. Optionally filter by order number, modification time, status, or PO type. Status and type filters are applied client-side after fetching (KQM does not support these as query parameters); may require larger page sizes for accurate counts across large tenants. |
kqm_get_purchase_order_by_id parameters
| Param | Type | Required | Default | Description |
|---|---|---|---|---|
id |
integer | yes | The KQM purchase-order identifier. |
kqm_get_purchase_order_cost_by_id parameters
| Param | Type | Required | Default | Description |
|---|---|---|---|---|
id |
integer | yes | The KQM purchase-order-cost identifier. |
kqm_get_purchase_order_line_by_id parameters
| Param | Type | Required | Default | Description |
|---|---|---|---|---|
id |
integer | yes | The KQM purchase-order-line identifier. |
kqm_list_purchase_order_costs parameters
| Param | Type | Required | Default | Description |
|---|---|---|---|---|
modifiedAfter |
string | no | null | ISO-8601 timestamp. When set, only cost records modified on or after this time are returned. |
page |
integer | no | 1 | Page number (1-indexed, default 1). |
pageSize |
integer | no | 100 | Results per page (default 100, max 100 enforced by KQM). |
purchaseOrderID |
integer | no | null | Optional purchase-order ID to scope to costs of a single order. |
kqm_list_purchase_order_lines parameters
| Param | Type | Required | Default | Description |
|---|---|---|---|---|
modifiedAfter |
string | no | null | ISO-8601 timestamp. When set, only lines modified on or after this time are returned. |
page |
integer | no | 1 | Page number (1-indexed, default 1). |
pageSize |
integer | no | 100 | Results per page (default 100, max 100 enforced by KQM). |
purchaseOrderID |
integer | no | null | Optional purchase-order ID to scope to lines of a single order. |
kqm_list_purchase_orders parameters
| Param | Type | Required | Default | Description |
|---|---|---|---|---|
modifiedAfter |
string | no | null | ISO-8601 timestamp. When set, only purchase orders modified on or after this time are returned. |
orderNumber |
string | no | null | Optional exact-match filter on purchase-order number (e.g. 'PO12345678'). |
page |
integer | no | 1 | Page number (1-indexed, default 1). |
pageSize |
integer | no | 100 | Results per page (default 100, max 100 enforced by KQM). |
status |
string | no | null | Optional status filter. Applied client-side after fetching. Values: Draft(0), Approved(1), Received(2), Cancelled(90). |
type |
string | no | null | Optional PO type filter. Applied client-side after fetching. Values: Normal(0), DropShip(1). |
Operations
| Tool | Plan | Access | Description |
|---|---|---|---|
kqm_get_employee_by_id |
Free | Read-only | [KQM] Retrieve a single employee by its KQM ID. Use `kqm_list_employees` to discover valid IDs. |
kqm_get_supplier_by_id |
Free | Read-only | [KQM] Retrieve a single supplier (vendor) by its KQM ID. Use `kqm_list_suppliers` (in Catalog) to discover valid IDs. |
kqm_get_warehouse_by_id |
Free | Read-only | [KQM] Retrieve a single warehouse by its KQM ID. Use `kqm_list_warehouses` to discover valid IDs. |
kqm_list_employees |
Free | Read-only | [KQM] List KQM employees (sales reps and other users). Returns employee IDs referenced by quotes and sales orders as the owner/assignee. Use this to resolve human-readable names from owner IDs. |
kqm_list_warehouses |
Free | Read-only | [KQM] List warehouses (stocking locations) configured in KQM. Returns warehouse IDs referenced by inventory-bearing sales-order and purchase-order lines. |
kqm_get_employee_by_id parameters
| Param | Type | Required | Default | Description |
|---|---|---|---|---|
id |
integer | yes | The KQM employee identifier. |
kqm_get_supplier_by_id parameters
| Param | Type | Required | Default | Description |
|---|---|---|---|---|
id |
integer | yes | The KQM supplier identifier. |
kqm_get_warehouse_by_id parameters
| Param | Type | Required | Default | Description |
|---|---|---|---|---|
id |
integer | yes | The KQM warehouse identifier. |
kqm_list_employees parameters
| Param | Type | Required | Default | Description |
|---|---|---|---|---|
page |
integer | no | 1 | Page number (1-indexed, default 1). |
pageSize |
integer | no | 100 | Results per page (default 100, max 100 enforced by KQM). |
kqm_list_warehouses parameters
| Param | Type | Required | Default | Description |
|---|---|---|---|---|
modifiedAfter |
string | no | null | ISO-8601 timestamp. When set, only warehouses modified on or after this time are returned. |
page |
integer | no | 1 | Page number (1-indexed, default 1). |
pageSize |
integer | no | 100 | Results per page (default 100, max 100 enforced by KQM). |
Analytics
| Tool | Plan | Access | Description |
|---|---|---|---|
kqm_customer_spend_summary |
Free | Read-only | [KQM] Composite per-customer spend summary: for the given customer, rolls up all sales orders, their line items, and their payments, returning aggregate revenue, cost, outstanding balance, and per-order detail. Performance Hint: issues up to 50 list pages + up to 200 per-order fetches for lines and payments each. Returns `_partial: true` if caps trigger. At KQM's 60 req/min limit, expect composites to take 2-5 minutes for large tenants — call sparingly. |
kqm_pipeline_summary |
Free | Read-only | [KQM] Composite pipeline summary: counts and total/cost by quote status. Aggregates across all quotes returned by `kqm_list_quotes`, bucketed by status (Draft, Sent, Viewed, Won, PendingApproval, Approved, Declined). Performance Hint: issues up to 50 list-page calls on the quote endpoint. Returns `_partial: true` if caps trigger. At KQM's 60 req/min limit, expect composites to take 2-5 minutes for large tenants — call sparingly. |
kqm_product_velocity_report |
Free | Read-only | [KQM] Composite per-product velocity: units sold, revenue, and unique customer count across sales-order lines. Aggregated from all sales-order lines matching the filter. Unique-customer counts require fetching each parent sales order, so fan-out is capped at 200 orders. Performance Hint: issues up to 50 list-page calls on sales-order-lines + up to 200 sales-order detail fetches. Returns `_partial: true` if caps trigger. At KQM's 60 req/min limit, expect composites to take 2-5 minutes for large tenants — call sparingly. |
kqm_purchase_vs_sales_reconciliation |
Free | Read-only | [KQM] Composite reconciliation for a single sales order: compares the sales-order lines against matching purchase-order lines (joined by productID), flagging quantity mismatches. Useful for checking drop-ship or stock-out coverage. Performance Hint: issues up to 50 list-page calls on sales-order-lines + up to 50 on purchase-order-lines. Returns `_partial: true` if caps trigger. At KQM's 60 req/min limit, expect composites to take 2-5 minutes for large tenants — call sparingly. |
kqm_quote_conversion_funnel |
Free | Read-only | [KQM] Composite quote funnel: total quotes by status, win rate (won / (won + declined)), conversion rate (won / total), and average days from creation to close for won quotes. Performance Hint: issues up to 50 list-page calls on the quote endpoint. Returns `_partial: true` if caps trigger. At KQM's 60 req/min limit, expect composites to take 2-5 minutes for large tenants — call sparingly. |
kqm_sales_order_margin_report |
Free | Read-only | [KQM] Composite margin report: for each sales order (up to 200), fetches its line items and computes (unitPrice - unitCost) * quantity. Returns aggregate revenue, cost, margin, and per-order detail. Performance Hint: issues up to 50 list pages + up to 200 per-order line fetches (each of which may page up to 50 times). Returns `_partial: true` if caps trigger. At KQM's 60 req/min limit, expect composites to take 2-5 minutes for large tenants — call sparingly. |
kqm_customer_spend_summary parameters
| Param | Type | Required | Default | Description |
|---|---|---|---|---|
customerID |
integer | yes | The KQM customer ID to summarise. Use `kqm_list_customers` to find valid IDs. | |
modifiedAfter |
string | no | null | ISO-8601 timestamp. When set, only sales orders modified on or after this time are aggregated. |
kqm_pipeline_summary parameters
| Param | Type | Required | Default | Description |
|---|---|---|---|---|
modifiedAfter |
string | no | null | ISO-8601 timestamp. When set, only quotes modified on or after this time are aggregated. |
ownerEmployeeID |
integer | no | null | Optional employee ID filter; when set, only quotes owned by that employee are counted (filtered client-side). |
kqm_product_velocity_report parameters
| Param | Type | Required | Default | Description |
|---|---|---|---|---|
modifiedAfter |
string | no | null | ISO-8601 timestamp. When set, only sales-order lines modified on or after this time are included. |
productID |
integer | no | null | Optional product ID filter. When omitted, all products touched by returned lines are included. |
kqm_purchase_vs_sales_reconciliation parameters
| Param | Type | Required | Default | Description |
|---|---|---|---|---|
salesOrderID |
integer | yes | The KQM sales-order ID to reconcile. Use `kqm_list_sales_orders` to find valid IDs. |
kqm_quote_conversion_funnel parameters
| Param | Type | Required | Default | Description |
|---|---|---|---|---|
modifiedAfter |
string | no | null | ISO-8601 timestamp. When set, only quotes modified on or after this time are included in the funnel. |
kqm_sales_order_margin_report parameters
| Param | Type | Required | Default | Description |
|---|---|---|---|---|
modifiedAfter |
string | no | null | ISO-8601 timestamp. When set, only sales orders modified on or after this time are considered. |