OptoSoft Optical Software

OptoSoft

Sales Orders

A sales order is the central transactional record in OptoSoft: what the customer ordered, what it costs, when it is due for delivery, how much has been paid, and where it currently sits in the fulfilment workflow.

In an optical store an order usually cannot be delivered immediately — lenses go to a lab for surfacing and fitting. The order therefore moves through a status lifecycle and accrues receipts (advances and final payments) along the way. These endpoints let you read that state and drive it forward.

Order paths are not consistently typed. Most take an encrypted string ID, but /api/Orders/{salesOrderId}/items takes a numeric int64. Others key on the human-readable salesOrderNo rather than an ID at all. Each endpoint below states which it expects — check before wiring it up.

Searching orders

POST /api/Orders/search Bearer token

The primary order-listing endpoint. Every field is an optional filter, and paging uses the pageNumber / pageSize style. This is the endpoint to poll on a date range if you need to detect new orders.

Request body

Field	Type	Required	Description
pageNumber	int32	Required	1-based page index.
pageSize	int32	Required	Rows per page. Keep to 50 or below.
yearID	int64	Optional	Financial year. Strongly recommended — without it you scan every year.
customerID	string	Optional	Encrypted customer ID, to list one customer’s orders.
salesOrderNo	string	Optional	Order number, exact or partial.
customerName	string	Optional	Partial match on customer name.
customerMobile	string	Optional	Customer mobile number.
branchName	string	Optional	Filter a multi-store chain by branch name.
date	string	Optional	Single order date.
fromDate	string	Optional	Start of a date range. Use with `toDate`.
toDate	string	Optional	End of a date range.
status	string	Optional	Order status filter.
acceptedBy	string	Optional	Staff member who took the order.
deliveryMode	string	Optional	Collection or delivery mode.
deliveryDateTime	string	Optional	Promised delivery date.
netAmount	string	Optional	Exact net amount.
discount	string	Optional	Discount amount.
orderBy	string	Optional	Sort column, optionally with `DESC`.

Example request

curl -X POST https://api.opto-soft.com/api/Orders/search \
  -H "Authorization: Bearer YOUR_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "pageNumber": 1,
    "pageSize": 25,
    "yearID": 9,
    "fromDate": "2026-07-01",
    "toDate": "2026-07-26",
    "orderBy": "Date DESC"
  }'

Response

A paged envelope: Items plus Total, PageNumber and PageSize. Note the response fields are PascalCase, unlike the camelCase request body above.

Field	Type	Description
Items[].ID	string	Encrypted sales order ID. Use this on follow-up calls.
Items[].SalesOrderNo	string	Human-readable order number shown to the customer.
Items[].CustomerName	string	Customer name.
Items[].CustomerMobileNo	string	Customer mobile number.
Items[].BranchName	string	Originating store.
Items[].Date	date-time	Order date.
Items[].AcceptedBy	string	Staff member who took the order.
Items[].DeliveryModeName	string	Delivery or collection mode.
Items[].DeliveryDateTime	string	Promised delivery date.
Items[].NetAmount	number	Order value after discount and tax.
Items[].StatusID	integer	Numeric status. Pass this to the status-change endpoint.
Items[].Status	string	Display label for the status.
Items[].ItemCount	integer	Number of line items.
Items[].TotalReceipt	number	Amount received so far. Balance is `NetAmount - TotalReceipt`.
Items[].TotalDiscount	number	Total discount applied.
Total	integer	Total matching orders before paging.
PageNumber	integer	Echo of the requested page index.
PageSize	integer	Echo of the requested page size.

Example response — 200 OK

{
  "Items": [
    {
      "ID": "Q2ZQdGhSZVhBaVlXTnpaWFF3TWk0d01B",
      "CustomerName": "Rajesh Sharma",
      "CustomerMobileNo": "9876543210",
      "BranchName": "Main Branch",
      "SalesOrderNo": "SO-2024-0568",
      "Date": "2024-01-15T00:00:00",
      "AcceptedBy": "John Doe",
      "DeliveryModeName": "Store Pickup",
      "DeliveryDateTime": "22/01/2024 10:00 AM",
      "NetAmount": 8500.00,
      "StatusID": 2,
      "Status": "Processing",
      "ItemCount": 3,
      "TotalReceipt": 3000.00,
      "TotalDiscount": 1200.00
    }
  ],
  "Total": 245,
  "PageNumber": 1,
  "PageSize": 20
}

Reading a single order

GET /api/Orders/{salesOrderNo} Bearer token

Fetches a complete order by its human-readable order number — not by ID. This is what you call when a customer quotes their order number at the counter or over the phone.

Path parameters

Name	Type	Required	Description
salesOrderNo	string	Required	Order number as printed on the customer’s copy. URL-encode any slashes.

Example request

curl "https://api.opto-soft.com/api/Orders/SO%2F2026%2F001842" \
  -H "Authorization: Bearer YOUR_TOKEN"

Errors

Status	Cause
404	No order with that number in the token’s company and branch scope.
500	Server error. Retry with backoff.

Example response — 200 OK

{
  "SalesOrderID": "Q2ZQdGhSZVhBaVlXTnpaWFF3TWk0d01B",
  "SalesOrderNO": "SO-2024-0568",
  "SalseOrderDate": "2024-01-15T00:00:00",
  "DeliveryDate": "2024-01-22T00:00:00",
  "CustomerID": "Q2ZQdGhSZVhBaVlXTnpaWFF4TWk0d01B",
  "CustomerFullName": "Rajesh Sharma",
  "HouseNumber": "A-12",
  "SocietyName": "Green Gardens",
  "Street": "MG Road",
  "Area": "Fort",
  "Landmark": "Near Post Office",
  "EmailId": "rajesh.sharma@email.com",
  "CustomerMobile": "9876543210",
  "CustomerGSTNO": null,
  "BranchID": "Q2ZQdGhSZVhBaVlXTnpaWFF5TWk0d01B",
  "BranchName": "Main Branch",
  "BranchAddress": "123 MG Road",
  "BranchCity": "Mumbai",
  "BrachEmailId": "main@visionoptics.com",
  "BranchMobile": "9876500000",
  "CompanyName": "Vision Optics Pvt Ltd",
  "GSTNO": "27ABCDE1234F1Z5",
  "IsCompositionScheme": false,
  "SalesRepresentativeID": "Q2ZQdGhSZVhBaVlXTnpaWFF6TWk0d01B",
  "SRName": "Amit Kumar",
  "YearID": "Q2ZQdGhSZVhBaVlXTnpaWFF6T0M0d01B",
  "YearName": "2024-2025",
  "TaxTypeID": "1",
  "TaxType": "CGST + SGST",
  "StatusID": "2",
  "Transport": null,
  "TotalQuantity": 3.00,
  "ITotalPrice": 7200.00,
  "TotalDiscount": 1200.00,
  "TotalTaxableAmount": 6000.00,
  "TotalSGST": 540.00,
  "TotalCGST": 540.00,
  "TotalIGST": 0.00,
  "JobCharges": 200.00,
  "ServiceTax": 0.00,
  "ShippingCharges": 0.00,
  "OtherCharges": 0.00,
  "Rounding": 0.00,
  "NetAmount": 8500.00,
  "ITotlaMRP": 9600.00,
  "TotalSavings": 2400.00,
  "AcceptedBy": "John Doe",
  "Remarks": null,
  "SalesOrderDetailID": "Q2ZQdGhSZVhBaVlXTnpaWFF7TWk0d01B",
  "ItemID": "Q2ZQdGhSZVhBaVlXTnpaWFF7T0M0d01B",
  "ItemName": "Titan Rimless Frame",
  "HSNCode": "90041000",
  "ItemTypeName": "Frames",
  "Qty": 1.00,
  "MRP": 3200.00,
  "Price": 2500.00,
  "IDTotalMRP": 3200.00,
  "IDTotalPrice": 2500.00,
  "DiscountRate": 12.50,
  "DiscountAmount": 400.00,
  "TaxableAmount": 2100.00,
  "SGSTRate": 9.00,
  "SGSTAmount": 189.00,
  "CGSTRate": 9.00,
  "CGSTAmount": 189.00,
  "IGSTRate": 0.00,
  "IGSTAmount": 0.00,
  "TotalAmount": 2478.00,
  "Spherical_Right": "-2.00",
  "Cylinder_Right": "-0.75",
  "AXIS_Right": "175",
  "ADD_Right": null,
  "VA_Right": "6/9",
  "VN_Right": null,
  "PD_Right": "32",
  "Spherical_Left": "-1.50",
  "Cylinder_Left": "-0.50",
  "AXIS_Left": "180",
  "ADD_Left": null,
  "VA_Left": "6/6",
  "VN_Left": null,
  "PD_Left": "32",
  "Conditions": null,
  "ShowPrescriptionOnSalesOrderPrint": 1,
  "NameOfSalesOrderPrint": "Sales Order"
}

GET /api/Orders/{salesOrderNo}/ids Bearer token

Resolves an order number into the encrypted IDs the rest of the API needs. This is the bridge between the number a human knows and the identifiers the API expects.

Path parameters

Name	Type	Required	Description
salesOrderNo	string	Required	The order number.

Response

{
  "salesOrderID": "ENCRYPTED_SALES_ORDER_ID",
  "customerID": "ENCRYPTED_CUSTOMER_ID"
}

Example request

curl "https://api.opto-soft.com/api/Orders/SO%2F2026%2F001842/ids" \
  -H "Authorization: Bearer YOUR_TOKEN"

Example response — 200 OK

{
  "SalesOrderID": "Q2ZQdGhSZVhBaVlXTnpaWFF3TWk0d01B",
  "CustomerID": "Q2ZQdGhSZVhBaVlXTnpaWFF4TWk0d01B"
}

GET /api/Orders/{salesOrderId}/items Bearer token

Returns the line items on an order — frames, lenses, contact lenses and accessories, with quantity, price, discount and GST breakdown.

Path parameters

Name	Type	Required	Description
salesOrderId	int64	Required	Numeric sales order ID — not the encrypted string used elsewhere.

This is the one order endpoint that takes a plain numeric ID. Passing the encrypted id from /api/Orders/search here will fail to bind.

Example request

curl https://api.opto-soft.com/api/Orders/104822/items \
  -H "Authorization: Bearer YOUR_TOKEN"

Example response — 200 OK

[
  {
    "SalesOrderDetailID": "Q2ZQdGhSZVhBaVlXTnpaWFF3TWk0d01B",
    "ItemID": "Q2ZQdGhSZVhBaVlXTnpaWFF4TWk0d01B",
    "Name": "Titan Rimless Frame",
    "Code": "TIT-001",
    "Qty": 1.00,
    "MRP": 3200.00,
    "Price": 2500.00,
    "DiscountAmount": 400.00,
    "DiscountRate": 12.50,
    "TaxableAmount": 2100.00,
    "SGSTRate": 9.00,
    "SGSTAmount": 189.00,
    "CGSTRate": 9.00,
    "CGSTAmount": 189.00,
    "IGSTRate": 0.00,
    "IGSTAmount": 0.00,
    "TotalAmount": 2478.00
  }
]

GET /api/Orders/{salesOrderId}/advance-receipt-data Bearer token

Returns everything needed to take an advance payment against an order: the customer, the order total, what has already been received and the balance still outstanding. Call this before recording a receipt.

Path parameters

Name	Type	Required	Description
salesOrderId	string	Required	Encrypted sales order ID.

Response

Field	Type	Description
CustomerID	string	Encrypted customer ID.
CustomerName	string	Full customer name.
CustomerFirstName	string	Given name, for greetings on the receipt.
CustomerMobileNo	string	Mobile number.
CustmoerEmail	string	Email address. Note the spelling in the API.
Balance	number	Amount still outstanding.
ReceiptTotalAmount	number	Total already received.
SOTotalAmount	number	Order total.
SOTotalDiscountAmount	number	Discount on the order.
SalesOrderID	string	Encrypted order ID, echoed back.
StatusID	integer	Current order status.
MembershipID	string	Encrypted membership ID, if the customer is a member.

Example request

curl https://api.opto-soft.com/api/Orders/ENCRYPTED_SALES_ORDER_ID/advance-receipt-data \
  -H "Authorization: Bearer YOUR_TOKEN"

Errors

Status	Cause
404	Order not found in the token’s scope.

Example response — 200 OK

{
  "CustomerID": "Q2ZQdGhSZVhBaVlXTnpaWFF3TWk0d01B",
  "CustomerName": "Rajesh Sharma",
  "CustomerFirstName": "Rajesh",
  "CustomerMobileNo": "9876543210",
  "CustmoerEmail": "rajesh.sharma@email.com",
  "Balance": 5500.00,
  "ReceiptTotalAmount": 3000.00,
  "SOTotalAmount": 8500.00,
  "SOTotalDiscountAmount": 1200.00,
  "SalesOrderID": "Q2ZQdGhSZVhBaVlXTnpaWFF4TWk0d01B",
  "StatusID": 2,
  "MembershipID": "Q2ZQdGhSZVhBaVlXTnpaWFF5TWk0d01B"
}

Balances and dropdowns

GET /api/Orders/with-balance Bearer token

Lists every order in a financial year that still has money outstanding. This is the receivables view — useful for a collections report or a payment-reminder campaign.

Query parameters

Name	Type	Required	Description
yearId	int64	Required	Financial year to report on.

Example request

curl "https://api.opto-soft.com/api/Orders/with-balance?yearId=9" \
  -H "Authorization: Bearer YOUR_TOKEN"

Example response — 200 OK

[
  {
    "BranchID": "Q2ZQdGhSZVhBaVlXTnpaWFF3TWk0d01B",
    "SalesOrderIDInReceipt": "Q2ZQdGhSZVhBaVlXTnpaWFF4TWk0d01B",
    "SONetAmount": 8500.00,
    "ReceiptTotal": 3000.00,
    "BalanceAmount": 5500.00,
    "CustomerName": "Rajesh Sharma",
    "MobileNumber": "9876543210",
    "FullSalesOrderNo": "SO-2024-0568",
    "ShortSalesOrderNo": "0568",
    "CombinedSalesOrderNo": "SO-2024-0568 | Rajesh Sharma"
  }
]

GET /api/Orders/dropdown Bearer token

A lightweight list of one customer’s orders with their balances — designed to populate a picker when taking a payment, so the cashier can see which order to apply it to.

Query parameters

Name	Type	Required	Description
customerId	string	Required	Encrypted customer ID.
yearId	int64	Required	Financial year.

Response

Field	Type	Description
SalesOrderID	string	Encrypted order ID.
SalesOrderNO	string	Order number.
SONetAmount	number	Order total.
ReceiptTotal	number	Received so far.
BalanceAmount	number	Outstanding balance.

Example request

curl "https://api.opto-soft.com/api/Orders/dropdown?customerId=ENCRYPTED_CUSTOMER_ID&yearId=9" \
  -H "Authorization: Bearer YOUR_TOKEN"

Example response — 200 OK

[
  {
    "SalesOrderID": "Q2ZQdGhSZVhBaVlXTnpaWFF3TWk0d01B",
    "SalesOrderNO": "SO-2024-0568",
    "SONetAmount": 8500.00,
    "ReceiptTotal": 3000.00,
    "BalanceAmount": 5500.00
  }
]

Status and cancellation

GET /api/Orders/cancellation-reasons Bearer token

Returns the configured cancellation reasons. Fetch this once and cache it to populate a reason picker.

Response

Field	Type	Description
ID	integer	Reason ID.
CancellationReason	string	Display text.
IsActive	boolean	Only offer active reasons.

Example request

curl https://api.opto-soft.com/api/Orders/cancellation-reasons \
  -H "Authorization: Bearer YOUR_TOKEN"

Example response — 200 OK

[
  {
    "ID": 1,
    "CancellationReason": "Customer Request",
    "IsActive": true
  },
  {
    "ID": 2,
    "CancellationReason": "Out of Stock",
    "IsActive": true
  },
  {
    "ID": 3,
    "CancellationReason": "Duplicate Order",
    "IsActive": true
  }
]

PUT /api/Orders/{salesOrderId}/status Bearer token

Moves an order to a new status — for example from In Process to Ready for Delivery when the lab returns the job. This is the endpoint a lab-management or workflow integration drives.

Path parameters

Name	Type	Required	Description
salesOrderId	string	Required	Encrypted sales order ID.

Request body

Field	Type	Required	Description
statusId	int64	Required	Target status ID. Read current values from the `statusID` field on `/api/Orders/search` results.

Example request

curl -X PUT https://api.opto-soft.com/api/Orders/ENCRYPTED_SALES_ORDER_ID/status \
  -H "Authorization: Bearer YOUR_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{ "statusId": 3 }'

Errors

Status	Cause
400	Invalid status transition, or an unrecognised `statusId`.
401	Token missing or expired.
500	Server error.

Example response — 200 OK

{
  "success": true,
  "message": "Sales order status updated successfully."
}

POST /api/Orders/{salesOrderId}/cancel Bearer token

Cancels an order and simultaneously settles the treatment of any receipts already taken against it. Because it touches money, it takes both an order status and a receipt status.

Path parameters

Name	Type	Required	Description
salesOrderId	string	Required	Encrypted sales order ID.

Request body

Field	Type	Required	Description
statusId	int32	Required	Cancellation status to apply to the order.
receiptStatusId	int32	Required	How to treat existing receipts (for example refunded or retained as credit).
date	date-time	Required	Cancellation date.
transactionDate	date-time	Required	Accounting date the cancellation posts against.

Example request

curl -X POST https://api.opto-soft.com/api/Orders/ENCRYPTED_SALES_ORDER_ID/cancel \
  -H "Authorization: Bearer YOUR_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "statusId": 5,
    "receiptStatusId": 2,
    "date": "2026-07-26T00:00:00",
    "transactionDate": "2026-07-26T00:00:00"
  }'

Cancellation is not reversible through the API. There is no un-cancel endpoint. Confirm the reason and the receipt treatment with the operator before calling this.

Errors

Status	Cause
400	Order already cancelled or invoiced, or an invalid status combination.
401	Token missing or expired.
500	Server error.

Example response — 200 OK

{
  "success": true,
  "message": "Sales order cancelled successfully."
}

Sales Orders – OptoSoft API

Sales Orders

Searching orders

Request body

Example request

Response

Example response — 200 OK

Reading a single order

Path parameters

Example request

Errors

Example response — 200 OK

Path parameters

Response

Example request

Example response — 200 OK

Path parameters

Example request

Example response — 200 OK

Path parameters

Response

Example request

Errors

Example response — 200 OK

Balances and dropdowns

Query parameters

Example request

Example response — 200 OK

Query parameters

Response

Example request

Example response — 200 OK

Status and cancellation

Response

Example request

Example response — 200 OK

Path parameters

Request body

Example request

Errors

Example response — 200 OK

Path parameters

Request body

Example request

Errors

Example response — 200 OK