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# MedBridge Sales Ops — Quote & Reconciliation SOP

Transferable operating procedure for MedBridge Sales Ops CRM tasks (B2B medical wholesale + implementation-services). Two task families: **QUOTE** (reconcile a customer RFQ/quote against the API → account-ready quote decision package) and **RECONCILIATION** (reconcile a won opportunity's invoices/payments/revenue-journals/events → finance-ready reconciliation). All business records come ONLY from the remote HTTP API. Money is USD 2-decimals; dates are ISO `YYYY-MM-DD`; use stable record IDs exactly as they appear.

## 0. API contract (memorize)

- Base URL: from `environment_access.md` (`API_BASE_URL`). All GET.
- `GET /api` → metadata (lists collections + endpoints).
- `GET /api/<collection>` → `{collection, count, records[]}`._collections: `customers, products, rfqs, quotes, freight-quotes, policies, opportunities, invoices, payments, revenue-journals, events, vouchers`.
- `GET /api/<collection>?<key>=<value>` → filter (case-insensitive, matches nested keys, numeric tolerance 2dp, multiple filters AND together). Use this for `invoices?opportunity_id=...`, `payments?opportunity_id=...`, `freight-quotes?quote_id=...`, `revenue-journals?opportunity_id=...`.
- `GET /api/<collection>/<id>` → single record. **Detail-by-id works ONLY for:** `customers, products, rfqs, quotes, freight-quotes, opportunities`. For invoices/payments/revenue-journals/events/vouchers/policies use listing or filter endpoints (no detail-by-id).
- `GET /api/search?q=<text>` → substring search across ALL collections (≤100 hits, each tagged with `collection` + `id`). Great for finding an opportunity's full object graph by customer/opportunity name.
- **Pipeline `python3 -m json.tool`** to read. Prefer writing a fetch-script that dumps all needed endpoints to one file, then Read it (avoids dropped output).

### Critical API gotchas
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