Fields you can insert into a custom template

This article covers template fields you can insert into a branding document.

The following is an exhaustive list of all fields which can be inserted into a .docx template document.

Organization details:

«Company.Address» Default organization address as defined under your account settings.
«Company.Phone» Organization phone number as defined under your account settings.
«Company.Name» Organization name as defined under your account settings.

Customer details:

The customer fields detailed below should be used to build sale related documents such as invoices.

«Customer.Name» Customer company name
«Customer.Person» Customer contact person name
«Customer.PrimaryAddress» The primary address of the customer
«Customer.SecondaryAddress» The secondary address of the customer
«Customer.Notes» Notes and comments assigned the customer

Supplier details:

The supplier fields detailed below should be used to build purchase related documents.

«Supplier.Name» Supplier company name
«Supplier.Person» Supplier contact name
«Supplier.PrimaryAddress» The primary address of the supplier
«Supplier .SecondaryAddress» The secondary address of the supplier
«Supplier .Notes» Notes and comments assigned to the supplier

Order details:

«RangeStart:OrderItems»The start of the table of line items.
«RangeEnd:OrderItems»The end of the table of line items
«RangeStart:CustomItems» The start of the table of custom line items
«RangeEnd:CustomItems» The end of the table of custom line items
«HasDiscount» Indicates whether the order has discounts
«SubTotal» Subtotal
«TotalTax» Total tax
«IsTaxInclusive»Evaluates to True if the order is tax inclusive, False otherwise
«Total» Total
«TotalUnitsCount» Total number of units sold / purchased
«TotalDiscount» Total discount at the order level
«TotalRefund»Total refunds
«CreatedDate» Create date (in UTC time)
«DueDate» Due date (in UTC time)
«Number» Order number
«Reference» Order reference number. Available on purchase orders only
«ShippingAddress» Shipping address
«BillingAddress» Billing address
«PaidAmount» Total paid amount
«BalanceDue» Total balance due
«Notes» Order notes
«Currency» Order currency symbol ($, £, €…)
«CurrencySymbol» Order currency symbol ($, £, €…)
«CurrencyName» Order currency name (USD, EUR, GBP…)
«CurrencyRate» Order currency rate

Order Item details:

Order details fields are used between «RangeStart:OrderItems» and «RangeEnd:OrderItems» as indicated in the Order details table above. This is a requirement to list all order items within the order.

«ProductName»Product name
«Quantity»Quantity
«Price» Price
«Discount» Discount (percentage)
«Total» Line item total
«Tax» Tax percentage
«TaxAmount»Tax amount
«SKU» Product SKU
«SupplierSKU» Product supplier SKU
«Picture:Image»Product image. The system will use the product variant image if available or the product default image

Custom Item details:

Custom item details fields are used between «RangeStart:CustomItems» and «RangeEnd:CustomItems» as indicated in the Order details table above. This is a requirement to list all custom items within the order.

«ItemName»Custom item name
«Quantity»Quantity
«Price» Price
«Total» Line item total
«Tax» Tax percentage

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