Cobrify

Creates a new expense category in the connected Cobrify business, the same way Cobrify's expense category settings do, so that expenses can be recorded under it. Category names are unique, ignoring case and accents: if the business already has that category nothing changes, and one that had been archived is shown again instead of being duplicated. Returns the business's active expense categories.

create_expense_category

Creates a quotation (price quote) in the connected Cobrify business, numbered with the business's quotation series, the same way the Nueva Cotización screen does. Each line is an existing product, or a free-text line with a description and a price; the price is the product's list price unless unit_price is given, and prices include IGV. The customer can be given by RUC (the legal name is looked up in the SUNAT registry if they are not registered) or by name. It does not move stock, is not sent to SUNAT and does not register the customer. Amounts are in soles (PEN). It refuses products with variants. The quotation is later printed, sent or turned into a sale from Cobrify.

create_quotation

Creates a discount coupon for the connected Cobrify business: a code that the cashier types at the point of sale, or the customer in the online catalog, to get a percentage or a fixed amount off the whole sale. Optionally it expires on a date, has a maximum number of uses, or applies only to some product categories. Refuses a code that already exists.

create_coupon

Creates a new product or service in the catalog of the connected Cobrify business, with its name, selling price and, optionally, cost, code, category, unit, description, initial stock and minimum stock. It can also create it with its variants (size, color…): each variant has a value for each attribute, its own price and, optionally, its own code, barcode, cost and initial stock; the product's stock is the sum of its variants', and a product with variants always tracks stock. It can also give its other price levels (price2, price3, price4: per dozen, wholesale…), per variant when it has variants, and from how many units each one is charged by itself (quantity_pricing). Presentations, batches and serial numbers are added later in Cobrify. If no code is given and the business uses automatic codes, one is assigned; a variant without a code always gets one. A category that does not exist yet is created. It refuses to create a product whose name or code already exists, two variants with the same attribute values, and a variant code already in use. Prices and costs are in soles (PEN) and include IGV.

create_product

Creates a scheduled promotion for the connected Cobrify business: a percentage off all products, some categories or some products, applied automatically on the chosen days and between the chosen hours (Peru time), at the point of sale, in the online catalog or both. Example: 20% off drinks from 17:00 to 19:00 on Tuesdays and Thursdays.

create_scheduled_promotion

Returns the accounts receivable of the business as of today: total owed and overdue amount per currency, the customers who owe the most, and the unpaid or partially paid documents from oldest to newest with their balance and days outstanding. Voided documents and converted sale notes are excluded. Amounts are never converted between currencies: soles (PEN) and dollars (USD) are reported separately.

get_receivables

Returns the profile of the connected Cobrify business: legal name, RUC, address, industry, default currency, active branches and warehouses, additional RUCs that invoice from the same account, the Cobrify subscription status and paid-until date, and the current date and time in Peru. Takes no parameters.

get_business_overview

Issues a sale document in the connected Cobrify business, the same way the point of sale does: a sale note (nota_venta, an internal document), a boleta or a factura (electronic documents sent to SUNAT). Each line is an existing product and a quantity; the price is the product's list price unless unit_price is given, and prices include IGV. It deducts the stock from the default warehouse of the main branch, records the sale as paid in full with one payment method, completes or registers the customer and, for boletas and facturas when the business sends them automatically, sends the document to SUNAT and returns whether SUNAT accepted it. A factura needs the customer's RUC; if the customer is not registered, their legal name is looked up in the SUNAT registry. A boleta over S/ 700 needs a customer with a RUC, or a customer already registered in Cobrify with their document, given by name. Amounts are in soles (PEN). It refuses what the point of sale would refuse (not enough stock, a document type the business does not issue, no documents left in the monthly plan) and products with variants, batches, serial numbers or required options. An issued document cannot be deleted; voiding it is done in Cobrify. Repeating the exact same request within 3 minutes returns the document already issued instead of issuing another one.

issue_sale_document

Issues an electronic dispatch guide (guía de remisión remitente) in the connected Cobrify business, numbered with its guide series, and sends it to SUNAT when the business sends documents automatically, returning whether SUNAT accepted it. The goods come from one of the business's sales (from_document: a factura, boleta or sale note number, whose products and customer are copied) or from lines of existing products or free text. It needs the recipient (from the sale, by RUC, or a customer registered in Cobrify by name), where the goods go (address and district, or 6-digit ubigeo; for a RUC recipient with no destination given, their fiscal address in SUNAT is used), the transport (own vehicle with a driver saved in Cobrify and the plate, a car or motorcycle, or a public carrier by RUC) and the total weight unless the products have their weight set. The origin is the business's warehouse or address. Transfer reasons: 01 sale (default) or 13 other, with a description. It does not move stock. It refuses products tracked by batch or serial number.

issue_dispatch_guide

Returns how much the business earned in a date range, the way Cobrify's general report computes it: sales, minus the cost of the goods sold (gross profit), minus the operating expenses recorded in the period (net profit, shown in Cobrify as "Ganancia Final"), with margins and the expenses broken down by category. The cost of each sold item is the cost stored on the day of the sale; items with no cost recorded count as zero and overstate the profit, so the result reports how many sale lines had no cost. It also returns a separate cash view (sales minus the purchases recorded in the period, minus expenses), which is not a margin. All amounts are in soles (PEN); documents in dollars are converted at the exchange rate stored in each document. Dates are issue dates in Peru time (America/Lima), format YYYY-MM-DD, both ends inclusive. With no dates it covers the last 30 days.

get_profit_summary

Returns the best-selling products of the business in a date range, ranked by revenue or by quantity sold, with the quantity, revenue and number of sales of each one. Only documents that count as sales are included. Dates are issue dates in Peru time (America/Lima), format YYYY-MM-DD, both ends inclusive. Amounts are never converted between currencies: soles (PEN) and dollars (USD) are reported separately. With no dates it covers the last 30 days.

get_top_products

Returns the product batches that are already expired or that expire within the given number of days, soonest first, with batch number, expiration date, days left, quantity in stock and warehouse. Only products that track expiration dates appear.

get_expiring_products

Adds a customer to the customer list of the connected Cobrify business, with their name and, optionally, a company RUC (11 digits), phone, email and address. If a customer with that RUC already exists, nothing is created and the existing customer is returned.

create_customer

Registers a purchase of merchandise from a supplier in the connected Cobrify business, for example from a photo of the supplier's invoice: supplier, invoice number and date, and the lines with product, quantity and unit cost. It adds the quantities to the stock of the default warehouse, updates each product's cost as a weighted average, records the stock movements and, when paid today in cash, Yape or Plin, records the payment in the open cash session. Every line must be an existing product; a line whose product does not exist is refused. Unit costs include IGV unless costs_include_igv is false. If expected_total is given and the lines do not add up to it, nothing is registered. It refuses products with variants, batches, expiry dates or serial numbers, and a supplier invoice that is already registered. Amounts are in soles (PEN).

register_purchase

Records an operating expense of the connected Cobrify business (rent, salaries, utilities, transport and so on) with its amount in soles, description, category, date and payment method. Purchases of merchandise for resale are not expenses and are not recorded with this tool. The category must be one of the business's expense categories; if it is not recognised, nothing is recorded and the valid categories are returned.

record_expense

Returns the sales of the business for a date range: total sold, number of sales, average ticket, amount collected and amount still pending collection, with a breakdown by document type (factura, boleta, nota_venta) and by payment method (cash, Yape, card, etc.), and optionally a series per day or per month. Voided documents, credit and debit notes, archived documents and sale notes already converted into an invoice are not counted as sales; they are reported separately as counts. Dates are issue dates in Peru time (America/Lima), format YYYY-MM-DD, both ends inclusive. Amounts are never converted between currencies: soles (PEN) and dollars (USD) are reported separately. With no dates it returns today. A range can span at most 366 days.

get_sales_summary

Returns the sales of the business in a date range split by seller, by branch or by customer, ranked by amount sold, with the number of sales, average ticket and date of the last sale of each one. By seller, a sale counts for the seller chosen at the point of sale, or for the user account that issued it when no seller was chosen. By customer, it shows who bought the most and when each customer last bought. Only documents that count as sales are included. Dates are issue dates in Peru time (America/Lima), format YYYY-MM-DD, both ends inclusive. Amounts are never converted between currencies: soles (PEN) and dollars (USD) are reported separately. With no dates it covers the last 30 days.

get_sales_breakdown

Returns the state of the public online catalog (or digital menu, for restaurants) of the connected Cobrify business: whether it is on, its public link, tagline, welcome message, color, WhatsApp number, whether prices and out-of-stock products are shown, delivery and pickup, and how many products are visible in it. Takes no parameters.

get_online_catalog

Returns the discount coupons (code, discount, uses, expiry, whether active) and the scheduled promotions (name, percentage, what it applies to, days and hours, whether active) of the connected Cobrify business. Takes no parameters.

get_promotions

Returns one sales document in full by its number (series and correlative, e.g. "F001-123" or "B001-00000045"): customer, line items with quantities and prices, subtotal, IGV and total, payments received, balance, document status and SUNAT status. If the account invoices with several RUCs, every document with that number is returned.

get_invoice