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This article contains all the MailMerge tables for the sale process. Each table contains MailMerge fields that can be used to edit sale document templates. Please see Template editing for a video tutorial of the template editing process and familiarise yourself with how to Manage Document and Email Templates before editing your templates. Sale document templates can be downloaded from Settings → Document and email templates → Sale


NOTE: DEAR have a dedicated support team for resolving template issues, don't hesitate to contact DEAR Support for help.


Prerequisites


Table of Contents


Important table structure information

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All sections in a template must be contained within TableStart and TableEnd tags. This defines which table the mail merge fields data will be pulled from. 

  • Templates will start and end with the parent TableStart and TableEnd tags, e.g. «TableStart:Sale» and «TableEnd:Sale». Child TableStart and TableEnd tags can be placed within the parent tags. 
  • Tables that may have multiple lines generated in them, for example, tables with sale order lines, purchase order lines, or additional Charges, will have TableStart and TableEnd tags within the table itself. e.g. «TableStart:InvoiceLines» and «TableEnd:InvoiceLines». These are child tags that will be found within the parent tags. 
  • TableStart and TableEnd tags that end in Details (OrderLineDetails, InvoiceDetails etc.) are for matrix documents, e.g. Sale Order Matrix, Invoice Matrix. 


If you need to customise standard templates, make sure that the opening tag for any table «TableStart:NAME» has the matching closing tag «TableEnd:NAME», or your template will not work. Try to change the structure as little as possible to preserve the template functionality. 


Parent table fields can be used in child tables but child table fields can only be used within the child table. In the sample table, Purchase is the parent table and POLines is the child table. 


Sample Structure:


«TableStart:Purchase» 

«Company» 

Purchase Order: «PONumber»


#CodeProduct DescriptionSupplier CodeUnitQuantityPriceDiscountAmount
«TableStart:POLines»«ID»«ItemCode»«ItemDescription »«SupplierItemCode »«Unit »«Quantity »«Price »«Discount»%«Total»«TableEnd:POLines »

«TableEnd:Purchase»


The most important thing to remember when making changes to templates is to change the FIELD CODE, not the FIELD NAME


Right-click any <<field name>> and click Toggle Field Codes to show the field code (displayed as {MERGEFIELD field code}). 




Windows users can toggle all field codes by holding down ALT + F9.

Mac users can toggle all field codes by pressing OPTION + F9.


FIELD NAMES: Don't change these.



FIELD CODES: Change these.


Once you have made your changes to the field code, right-click and click Update Field for the changes to take effect. 


Sale process MailMerge table

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Sale process MailMerge fields are used in the following template types: Sale Quote, Sale Quote Matrix, Sale Order, Sale Order Matrix, Pick List, Expanded Pick List-BOM, Receipt, Packing Slip, Box Label, Credit Note, Invoice, Invoice Matrix.  


Sale

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These field codes can be used between the «TableStart:Sale» and «TableEnd:Sale» tags. This is the parent MailMerge table for sale process templates. Parent fields can be used anywhere between the parent start and end tags. 


Sale field codes can be used in all of the Sale document templates.

Field Code

Description

TaskID

Unique Sale task ID

SaleIDSale ID

Company

Company name

Line1

Company Address Line1

Line2

Company Address Line2

Line3

Company Address Line3

ShipToDifferentCompany

Ship to Company

ShipToDifferentContact

Ship to Contact

ShippingAddressLine1

Full Shipping Address Part 1 (ShippingLine1 + Shipping Line2)

ShippingAddressLine2

Shipping Address Part 2 (City, State, Post code)

ShippingLine1

Shipping Address Line 1

ShippingLine2

Shipping Address Line 2

ShippingCitySuburb

Shipping Address City/Suburb

ShippingStateProvince

Shipping Address State/Province

ShippingZipPostCode

Shipping Address Zip/Postcode

ShippingCountry

Shipping Address Country

BillingLine1

Billing Address Line 1

BillingLine2

Billing Address Line 2

BillingCitySuburb

Billing Address City/Suburb

BillingStateProvince

Billing Address State/Province

BillingZipPostCode

Billing Address Zip/Postcode

BillingCountry

Billing Address Country

MyName

Company Contact Name

MyPhone

Company Phone

MyFax

Company Fax

MyEmail

Company Email

MyWebsite

Company Website

CustomerName

Customer Name

CustomerFax

Customer Fax

CustomerEmail

Customer Email

CustomerWebsite

Customer Website

BillingContact

Customer’s Billing Contact

CustomerContact

Customer Contact 

CustomerPhone

Customer Phone

CustomerJobTitle

Customer contact’s job title

CustomerMobilePhone

Customer contact’s mobile phone number

Terms

Payment terms

BillingAddressLine1

Customer Billing Address Line1

BillingAddressLine2

Customer Billing Address Line2

CustomerReference

Customer Reference (e.g. Purchase Order Number)

TaxNumber

Customer Tax Number

InvoiceNumber

Invoice Number

InvoiceDate

Invoice Date

InvoiceDueDate

Invoice Due Date

RequiredBy

Shipment Required By

Currency

Customer Currency

Tax

TaxRule Name for document

SONumber

Sale Order Number

Fulfilmentnumber

Fulfilment number associated/Linked with Invoice

Date

Date of the document

Location

Warehouse Location

QuoteMemo

Quote Memo. Additional information you would like to print on the quote

InvoiceMemo

Invoice Memo. Additional information you would like to print on the invoice

CreditNoteMemo

Credit Note Memo. Additional information you would like to print on the credit note

OrderMemo

Sale Order Memo. Additional information you would like to print on the sale order

Note

Internal note from the task header

ShippingNotesShipping Notes added in header area of Sale Order

CreditNoteNumber

Credit Note Number

Rate

Currency conversion rate at the time when goods were received.

SalesRepresentative

Name of Sales Representative

SalesRepresentativePhone

Phone number of Sales Representative

SalesRepresentativeFax

Fax number of Sales Representative

SalesRepresentativeEmail

Email address of Sales Representative

PriceTier

Name price tier used for the document

CreditNoteDate

Credit Note Date

QuoteLinesBeforeTax

Quote Lines Before Tax

QuoteLinesTax

Quote Lines Tax

QuoteLinesTotal

Quote Lines Total

QuoteAdditionalChargesBeforeTax

Quote Additional Charges Before Tax

QuoteAdditionalChargesTax

Quote Additional Charges Tax

QuoteAdditionalChargesTotal

Quote Additional Charges Total

QuoteBeforeTax

Quote Before Tax

QuoteTax

Quote Tax

QuoteTotal

Quote Total

PrepaymentsTotal

Total of prepayments

QuoteDue

Quote Total - Total of prepayments

SOBeforeTax

Sale Order Amount Before tax

SOTax

Sale Order Tax (if applicable)

SOTotal

Total Sale order amount

OrderAdditionalChargesLinesBeforeTax

Order Additional Charges Before Tax

OrderAdditionalChargesTax

Order Additional Charges Tax

OrderAdditionalChargesTotal

Order Additional Charges Total

OrderBeforeTax

Order Before Tax

OrderTax

Order Tax

OrderTotal

Order Total

InvoiceLinesBeforeTax

Invoice Lines Before Tax

InvoiceLinesTax

Invoice Lines Tax

InvoiceLinesTotal

Invoice Lines Total

InvoiceAdditionalCostLinesBeforeTax

Invoice Additional Cost Lines Before Tax

InvoiceAdditionalCostLinesTax

Invoice Additional Cost Lines Tax

InvoiceAdditionalCostLinesTotal

Invoice Additional Cost Lines Total

InvoiceBalance

Invoice Balance

CreditNoteLinesBeforeTax

Credit Note Lines Before Tax

CreditNoteLinesTax

Credit Note Lines Tax

CreditNoteLinesTotal

Credit Note Lines Total

CreditNoteAdditionalCostLinesBeforeTax

Credit Note Additional Cost Lines Before Tax

CreditNoteAdditionalCostLinesTax

Credit Note Additional Cost Lines Tax

CreditNoteAdditionalCostLinesTotal

Credit Note Additional Cost Lines Total

CreditNoteBalance

Credit Note Balance

TotalCostOfGoods

Total Cost Of Goods for the document

TotalPayments

Total Payments for invoices

InvoiceTax

Invoice Tax

InvoiceBeforeTax

Invoice Before Tax

InvoiceTotal

Invoice Total

CreditNoteTax

Credit Note Tax

CreditNoteBeforeTax

Credit Note Before Tax

CreditNoteTotal

Credit Note Total

TotalRefunds

Total Refunds

QuoteTotalDiscount

Total Discount amount applied to Quote

SOTotalDiscount

Total Discount amount applied to Order

InvoiceTotalDiscount

Total Discount amount applied to Invoice

CreditNoteTotalDiscount

Total Discount amount applied to Credit Note

DatePrinted

Date Printed

DueOrCredit

Due Or Credit

LinesInQuoteLines

Total Lines In Quote Lines  Table

LinesInQuoteAdditionalCharges

Total Lines In Quote Additional Charges table

LinesInInvoice

Total Lines In Invoice table

LinesInInvoiceAdditionalCharges

Total Lines In Invoice Additional Charges table

LinesInBackorderedInvoice

Total Lines In Backordered Invoice table

LinesInPrepayment

Total Lines In Prepayment

LinesInPayment

Total Lines In Payment

LinesInCreditNote

Total Lines In Credit Note

LinesInCreditNoteAdditionalCharges

Total Lines In Credit Note Additional Charges table

LinesInRefund

Total Lines In Refund table

LinesInPickList

Total Lines In Pick List table

LinesInSaleOrder

Total Lines In Sale Order table

LinesInPackingList

Total Lines In Packing List table

LinesInShip

Total Lines In Ship table

LinesInReceipt

Total Lines In Receipt table

LinesInBoxContent

Total Lines In Box Content table

IsServiceOnly

Flag indicating that sale Is Service Only sale no inventory involved

QuoteTotalQuantity

TotalQuoteQuantity

OrderTotalQuantity

Total Order Quantity

PickTotalQuantity

Total Pick Quantity

ExpandedPickTotalQuantity

TotalQuantity in ExpandedPick table

RestockTotalQuantity

Total Restock Quantity

InvoiceTotalQuantity

Total Invoice Quantity

CreditNoteTotalQuantity

Total Credit Note Quantity

Status

Sale Task status

CustomerAttribute1

Custom Attribute 1 value assigned to a customer

CustomerAttribute2

Custom Attribute 2 value assigned to a customer

CustomerAttribute3

Custom Attribute 3 value assigned to a customer

CustomerAttribute4

Custom Attribute 4 value assigned to a customer

CustomerAttribute5

Custom Attribute 5 value assigned to a customer

CustomerAttribute6

Custom Attribute 6 value assigned to a customer

CustomerAttribute7

Custom Attribute 7 value assigned to a customer

CustomerAttribute8

Custom Attribute 8 value assigned to a customer

CustomerAttribute9

Custom Attribute 9 value assigned to a customer

CustomerAttribute10

Custom Attribute 10 value assigned to a customer

TaxMode

Totals are tax "Inclusive" or "Exclusive".

Carrier

Carrier Service Name from Carrier/Service on Sale Order screen (Default Carrier setup in Customer Record)

StripePay

This mail merge field will be replaced by Pay By Stripe hyperlink image enabling clients to pay the invoice by Stripe. Stripe integration should be enabled and configured.

PayPalPay

This mail merge field will be replaced by Pay By PayPal hyperlink image enabling clients to pay the invoice by PayPal. PayPal integration should be enabled and configured.

SaleAttribute1

Sale Additional Attribute 1

SaleAttribute2

Sale Additional Attribute 2

SaleAttribute3

Sale Additional Attribute 3

SaleAttribute4

Sale Additional Attribute 4

SaleAttribute5

Sale Additional Attribute 5

SaleAttribute6

Sale Additional Attribute 6

SaleAttribute7

Sale Additional Attribute 7

SaleAttribute8

Sale Additional Attribute 8

SaleAttribute9

Sale Additional Attribute 9

SaleAttribute10

Sale Additional Attribute 10



QuoteLines

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These field codes can be used between the «TableStart:QuoteLines» and «TableEnd:QuoteLines» tags. This is a child MailMerge table. Parent MailMerge table (Sale) fields can be used between child table start and end tags but child MailMerge table fields can only be used between the child table start and end tags. 


QuoteLines TableStart tags, TableEnd tags and field codes are used to generate tables where sale quote lines are displayed.

Field Code

Description

TaskID

Unique sale task id

ID

Line number

ProductCode

SKU

ProductName

Name of the product

ShortDescription

Product Short Description

ProductNote
Product Internal Note

Unit

Units sold

Quantity

Quantity sold

Price

Sale Price

PriceDiscounted

Sell price with all discounts applied

Discount

Discount applied

Tax

Line item Tax

Total

Line item Total

Barcode

Item barcode

Description

Product description

AdditionalAttribute1

Product Additional Attribute 1

AdditionalAttribute2

Product Additional Attribute 2

AdditionalAttribute3

Product Additional Attribute 3

AdditionalAttribute4

Product Additional Attribute 4

AdditionalAttribute5

Product Additional Attribute 5

AdditionalAttribute6

Product Additional Attribute 6

AdditionalAttribute7

Product Additional Attribute 7

AdditionalAttribute8

Product Additional Attribute 8

AdditionalAttribute9

Product Additional Attribute 9

AdditionalAttribute10

Product Additional Attribute 10

StockLocator

Stock Locator. Specifies location of the item in warehouse

ProductImage

Product Image. Use this mail merge to display image

«Image:ProductImage»

Comment

Additional information for line item.

WeightUnits

Weight Unit

ItemWeight

Product Weight per 1 quantity

TotalLineWeight

ItemWeight * Quantity

TaxPercentage

Tax percentage applied to this line

TaxRule

Name of the tax rule applied to this line

Category

Product Category

Brand

Product Brand

Option1

Product Family variant option 1 value

Option2

Product Family variant option 2 value

Option3

Product Family variant option 3 value



QuoteLineDetails

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These field codes can be used between the «TableStart:QuoteLineDetails» and «TableEnd:QuoteLineDetails» tags. This is a child MailMerge table. Parent MailMerge table (Sale) fields can be used between child table start and end tags but child MailMerge table fields can only be used between the child table start and end tags. 


QuoteLineDetails TableStart tags, TableEnd tags and field codes are used to generate tables where sale quote lines are displayed in matrix format. 

Field Code

Description

TaskID

Unique sale task id

ID

Line number

ProductCode

SKU (of product or family)

ProductName

Name of the product/family

ShortDescription

Product/Family Short Description

ProductNote
Product Internal Note

Unit

Units sold

Quantity

Quantity sold

Price

Sale Price

PriceDiscounted

Sell price with all discounts applied

Discount

Discount applied

Tax

Line item Tax

Total

Line item Total

Description

Product/Family description

ProductImage

Product Image. Use this mail merge to display image «Image:ProductImage»

Comment

Additional information for line item

WeightUnits

Weight Unit

ItemWeight

Product Weight per 1 quantity

TotalLineWeight

ItemWeight * Quantity

TaxPercentage

Tax percentage applied to this line

TaxRule

Name of the tax rule applied to this line

Category

Product/Family Category

Brand

Product/Family Brand

OptionsTable

Table with options of family to buy (color-size matrix)



QuoteAdditionalCharges

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These field codes can be used between the «TableStart:QuoteAdditionalCharges» and «TableEnd:QuoteAdditionalCharges» tags. This is a child MailMerge table. Parent MailMerge table (Sale) fields can be used between child table start and end tags but child MailMerge table fields can only be used between the child table start and end tags. 


QuoteAdditionalCharges TableStart tags, TableEnd tags and field codes are used to generate tables where sale quote additional charges lines are displayed.

Field Code

Description

TaskID

Unique sale task id

ID

Line number

SKU

SKU of Service

Description

Description of additional charges

Comment

Additional information for line item.

Amount

Unit Cost

Quantity

Quantity

Discount

Discount %

Tax

Tax

Total

Total for line item

TaxRule

Tax rule applied

TaxPercentage

Tax percentage applied to this line

ServiceDescription

Description field of the service



Prepayments

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These field codes can be used between the «TableStart:Prepayments» and «TableEnd:Prepayments» tags. This is a child MailMerge table. Parent MailMerge table (Sale) fields can be used between child table start and end tags but child MailMerge table fields can only be used between the child table start and end tags. 


Prepayments TableStart tags, TableEnd tags and field codes are used to generate tables where sale prepayment/customer credit lines are displayed.

Field Code

Description

TaskID

Unique sale task id

ID

Line number

PaymentMethod

Name of account used for payment

Reference

Reference like receipt ID

Amount

Amount of payment

DatePaid

Date when payment was made

AccountCode

Account used for payment



Order

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These field codes can be used between the «TableStart:Order» and «TableEnd:Order» tags. This is a child MailMerge table. Parent MailMerge table (Sale) fields can be used between child table start and end tags but child MailMerge table fields can only be used between the child table start and end tags. 


Order TableStart tags, TableEnd tags and field codes are used to generate tables where sale order lines are displayed.

Field Code

Description

TaskID

Unique sale task ID

ID

Line number

ProductCode

SKU

ProductName

Product name

ShortDescription

Product Short Description

ProductNote
Product Internal Note

Unit

Unit of measure

Quantity

Quantity to sell

Price

Sell price

PriceDiscounted

Sell price with all discounts applied

Discount

Discount %

Tax

Tax if applicable

Total

Total for line item

Barcode

Barcode

AdditionalAttribute1

Product Additional Attribute 1

AdditionalAttribute2

Product Additional Attribute 2

AdditionalAttribute3

Product Additional Attribute 3

AdditionalAttribute4

Product Additional Attribute 4

AdditionalAttribute5

Product Additional Attribute 5

AdditionalAttribute6

Product Additional Attribute 6

AdditionalAttribute7

Product Additional Attribute 7

AdditionalAttribute8

Product Additional Attribute 8

AdditionalAttribute9

Product Additional Attribute 9

AdditionalAttribute10

Product Additional Attribute 10

Description

Product description

StockLocator

Stock Locator. Specifies location of the item in warehouse

ProductImage

Product Image. Use this mail merge to display image

«Image:ProductImage»

Backorder

Flag indicating that item was backordered  {Yes, No}

Comment

Additional information for line item.

DropShip

Print YES or NO as per selection in Order line

WeightUnits

Weight Unit

ItemWeight

Product Weight per 1 quantity

TotalLineWeight

ItemWeight * Quantity

TaxRule

Tax rule applied to this line

TaxPercentage

Tax percentage applied to this line

Category

Product Category

Brand

Product Brand

Option1

Product Family variant option 1 value

Option2

Product Family variant option 2 value

Option3

Product Family variant option 3 value



OrderLineDetails

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These field codes can be used between the «TableStart:OrderLineDetails» and «TableEnd:OrderLineDetails» tags. This is a child MailMerge table. Parent MailMerge table (Sale) fields can be used between child table start and end tags but child MailMerge table fields can only be used between the child table start and end tags. 


OrderLineDetails TableStart tags, TableEnd tags and field codes are used to generate tables where sale order lines are displayed in matrix format. 

Field Code

Description

TaskID

Unique sale task id

ID

Line number

ProductCode

SKU (of product or family)

ProductName

Name of the product/family

ShortDescription

Product/Family Short Description

ProductNote
Product Internal Note

Unit

Units sold

Quantity

Quantity sold

Price

Sale Price

PriceDiscounted

Sell price with all discounts applied

Discount

Discount applied

Tax

Line item Tax

Total

Line item Total

Description

Product/Family description

ProductImage

Product Image. Use this mail merge to display image «Image:ProductImage»

Comment

Additional information for line item

WeightUnits

Weight Unit

ItemWeight

Product Weight per 1 quantity

TotalLineWeight

ItemWeight * Quantity

TaxPercentage

Tax percentage applied to this line

TaxRule

Name of the tax rule applied to this line

Category

Product/Family Category

Brand

Product/Family Brand

OptionsTable

Table with options of family to buy (color-size matrix)



OrderAdditionalCharges

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These field codes can be used between the «TableStart:OrderAdditionalCharges» and «TableEnd:OrderAdditionalCharges» tags. This is a child MailMerge table. Parent MailMerge table (Sale) fields can be used between child table start and end tags but child MailMerge table fields can only be used between the child table start and end tags. 


OrderAdditionalCharges TableStart tags, TableEnd tags and field codes are used to generate tables where sale order additional charges lines are displayed.

Field Code

Description

TaskID

Unique sale task id

ID

Line number

SKU

SKU of Service

Description

Description of additional charges

Comment

Additional information for line item.

Amount

Unit Cost

Quantity

Quantity

Discount

Discount %

Tax

Tax

Total

Total for line item

TaxRule

Tax rule applied

TaxPercentage

Tax percentage applied to this line

ServiceDescription

Description field of the service



Pick

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These field codes can be used between the «TableStart:Pick» and «TableEnd:Pick» tags. This is a child MailMerge table. Parent MailMerge table (Sale) fields can be used between child table start and end tags but child MailMerge table fields can only be used between the child table start and end tags. 


Pick TableStart tags, TableEnd tags and field codes are used to generate tables where pick lines are displayed.

Field Code

Description

TaskID

Unique sale task ID

ID

Line number

ProductCode

SKU

ProductName

Product name

ShortDescription

Product Short Description

ProductNoteProduct Internal Note

Unit

Unit of measure

Quantity

Quantity to pick

Location

Location

BatchOrSerialNumber

Batch or Serial number

Barcode

Barcode

AdditionalAttribute1

Product Additional Attribute 1

AdditionalAttribute2

Product Additional Attribute 2

AdditionalAttribute3

Product Additional Attribute 3

AdditionalAttribute4

Product Additional Attribute 4

AdditionalAttribute5

Product Additional Attribute 5

AdditionalAttribute6

Product Additional Attribute 6

AdditionalAttribute7

Product Additional Attribute 7

AdditionalAttribute8

Product Additional Attribute 8

AdditionalAttribute9

Product Additional Attribute 9

AdditionalAttribute10

Product Additional Attribute 10

Description

Product description

ExpiryDate

Item expiry date

StockLocator

Stock Locator. Specifies location of the item in warehouse

ProductImage

Product Image. Use this mail merge to display image

«Image:ProductImage»

PriceTier1

Price tier 1

PriceTier2

Price tier 2

PriceTier3

Price tier 3

PriceTier4

Price tier 4

PriceTier5

Price tier 5

PriceTier6

Price tier 6

PriceTier7

Price tier 7

PriceTier8

Price tier 8

PriceTier9

Price tier 9

PriceTier10

Price tier 10

Comment

Comment from Sale Order line

WeightUnits

Weight Unit

ItemWeight

Product Weight per 1 quantity

TotalLineWeight

ItemWeight * Quantity

Category

Product Category

Brand

Product Brand

Option1

Product Family variant option 1 value

Option2

Product Family variant option 2 value

Option3

Product Family variant option 3 value



ExpandedPickGroup

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These field codes can be used between the «TableStart:ExpandedPickGroup» and «TableEnd:ExpandedPickGroup» tags. This is a child MailMerge table. Parent MailMerge table (Sale) fields can be used between child table start and end tags but child MailMerge table fields can only be used between the child table start and end tags. 


ExpandedPickGroup TableStart tags, TableEnd tags and field codes can be used as a parent table for ExpandedPick to show Kit components grouped by kit name/sku. 

Field Code

Description

KitSKU

Kit SKU. For not auto-assembled products  = “Items”

KitName

Kit Name. For not auto-assembled products  = “Items”

KitQuantity

Quantity of assembled kits


ExpandedPick

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Expanded Pick table the same content as Pick table, except that auto-assembled products are replaced with their components.


These field codes can be used between the «TableStart:ExpandedPick» and «TableEnd:ExpandedPick» tags. This is a child MailMerge table. Parent MailMerge table (Sale and ExpandedPickGroup) fields can be used between child table start and end tags but child MailMerge table fields can only be used between the child table start and end tags. 


ExpandedPick TableStart tags, TableEnd tags and field codes are used to generate tables where pick lines are displayed.

Field Code

Description

TaskID

Unique sale task ID

ID

Line number

ProductCode

SKU

ProductName

Product name

ShortDescription

Product Short Description

ProductNote
Product Internal Note

Unit

Unit of measure

Quantity

Quantity to pick

Location

Location

BatchOrSerialNumber

Batch or Serial number

Barcode

Barcode

AdditionalAttribute1

Product Additional Attribute 1

AdditionalAttribute2

Product Additional Attribute 2

AdditionalAttribute3

Product Additional Attribute 3

AdditionalAttribute4

Product Additional Attribute 4

AdditionalAttribute5

Product Additional Attribute 5

AdditionalAttribute6

Product Additional Attribute 6

AdditionalAttribute7

Product Additional Attribute 7

AdditionalAttribute8

Product Additional Attribute 8

AdditionalAttribute9

Product Additional Attribute 9

AdditionalAttribute10

Product Additional Attribute 10

Description

Product description

ExpiryDate

Item expiry date

StockLocator

Stock Locator. Specifies location of the item in warehouse

ProductImage

Product Image. Use this mail merge to display image

«Image:ProductImage»

PriceTier1

Price tier 1

PriceTier2

Price tier 2

PriceTier3

Price tier 3

PriceTier4

Price tier 4

PriceTier5

Price tier 5

PriceTier6

Price tier 6

PriceTier7

Price tier 7

PriceTier8

Price tier 8

PriceTier9

Price tier 9

PriceTier10

Price tier 10

Comment

Comment from Sale Order line

WeightUnits

Weight Unit

ItemWeight

Product Weight per 1 quantity

TotalLineWeight

ItemWeight * Quantity

Category

Product Category

Brand

Product Brand

KitSKU

Kit SKU. For not auto-assembled products  = “Items”

KitName

Kit Name. For not auto-assembled products  = “Items”

Option1

Product Family variant option 1 value

Option2

Product Family variant option 2 value

Option3

Product Family variant option 3 value



Pack

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These field codes can be used between the «TableStart:Pack» and «TableEnd:Pack» tags. This is a child MailMerge table. Parent MailMerge table (Sale) fields can be used between child table start and end tags but child MailMerge table fields can only be used between the child table start and end tags. 


Pack TableStart tags, TableEnd tags and field codes are used to generate tables where pack lines are displayed.

Field Code

Description

TaskID

Unique sale task ID

ID

Line number

ProductCode

SKU

ProductName

Product name

ShortDescription

Product Short Description

ProductNote
Product Internal Note

Unit

Unit of measure

Quantity

Quantity to pick

BoxNumber

Box number where item packed

BatchSN

Batch or Serial number

Barcode

Barcode

AdditionalAttribute1

Product Additional Attribute 1

AdditionalAttribute2

Product Additional Attribute 2

AdditionalAttribute3

Product Additional Attribute 3

AdditionalAttribute4

Product Additional Attribute 4

AdditionalAttribute5

Product Additional Attribute 5

AdditionalAttribute6

Product Additional Attribute 6

AdditionalAttribute7

Product Additional Attribute 7

AdditionalAttribute8

Product Additional Attribute 8

AdditionalAttribute9

Product Additional Attribute 9

AdditionalAttribute10

Product Additional Attribute 10

Description

Product description

ExpiryDate

Item expiry date

StockLocator

Stock Locator. Specifies location of the item in warehouse

ProductImage

Product Image. Use this mail merge to display image

«Image:ProductImage»

Price

Item price

WeightUnits

Weight Unit

ItemWeight

Product Weight per 1 quantity

TotalLineWeight

ItemWeight * Quantity

Comment

Comment field from related sale order lines

Category

Product Category

Brand

Product Brand

Option1

Product Family variant option 1 value

Option2

Product Family variant option 2 value

Option3

Product Family variant option 3 value



BoxContent

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These field codes can be used between the «TableStart:BoxContent» and «TableEnd:BoxContent» tags. This is a child MailMerge table. Parent MailMerge table (Sale) fields can be used between child table start and end tags but child MailMerge table fields can only be used between the child table start and end tags. 


BoxContent TableStart tags, TableEnd tags and field codes are used to generate tables where box content lines are displayed (Box Labels). 

Field Code

Description

TaskID

Unique sale task ID

BoxNumber

Box number

ProductCode

SKU

ProductName

Product name

ShortDescription

Product Short Description

ProductNote
Product Internal Note

Unit

Unit of measure

Quantity

Quantity packed

BatchOrSerialNumber

Batch or Serial number

ExpiryDate

Item expiry date

Barcode

Barcode

Category

Product Category

Brand

Product Brand


Ship

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These field codes can be used between the «TableStart:Ship» and «TableEnd:Ship» tags. This is a child MailMerge table. Parent MailMerge table (Sale) fields can be used between child table start and end tags but child MailMerge table fields can only be used between the child table start and end tags. 


Ship TableStart tags, TableEnd tags and field codes are used to generate tables where ship lines are displayed.

Field Code

Description

TaskID

Unique sale task ID

ID

Line Number

ShipmentDate

Date when goods were shipped

Carrier

Carrier name

Boxes

comma delimited list of boxes shipped

Status

Shipped/Not Shipped

TrackingNumber

Carrier tracking number

TrackingURLTracking URL with tracking number


InvoiceLines

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These field codes can be used between the «TableStart:InvoiceLines» and «TableEnd:InvoiceLines» tags. This is a child MailMerge table. Parent MailMerge table (Sale) fields can be used between child table start and end tags but child MailMerge table fields can only be used between the child table start and end tags. 


InvoiceLines TableStart tags, TableEnd tags and field codes are used to generate tables where sale invoice lines are displayed.

Field Code

Description

TaskID

Unique sale task ID

ID

Line Number

ProductCode

SKU

ProductName

Product name

ShortDescription

Product Short Description

ProductNoteProduct Internal Note

Unit

unit of measure

Quantity

Quantity on invoice

Price

Price

PriceDiscounted

Sell price with all discounts applied

Discount

Discount %

Tax

Tax for line item

Total

Total for line item

Type

ACCREC

AccountCode

Sale account used

Barcode

Barcode

AdditionalAttribute1

Product Additional Attribute 1

AdditionalAttribute2

Product Additional Attribute 2

AdditionalAttribute3

Product Additional Attribute 3

AdditionalAttribute4

Product Additional Attribute 4

AdditionalAttribute5

Product Additional Attribute 5

AdditionalAttribute6

Product Additional Attribute 6

AdditionalAttribute7

Product Additional Attribute 7

AdditionalAttribute8

Product Additional Attribute 8

AdditionalAttribute9

Product Additional Attribute 9

AdditionalAttribute10

Product Additional Attribute 10

Description

Product description

Backorder

Flag indicating that item was backordered  {Yes, No}

StockLocator

Stock Locator. Specifies location of the item in warehouse

ProductImage

Product Image. Use this mail merge to display image

«Image:ProductImage»

BatchorSerialNumbers

Comma-delimited list of all batches or serial numbers for every item included on the invoice

BatchSerialNumbersExpiryDates

Expiry Date of each batch

Comment

Additional information for line item.

PriceTier1

Price tier 1

PriceTier2

Price tier 2

PriceTier3

Price tier 3

PriceTier4

Price tier 4

PriceTier5

Price tier 5

PriceTier6

Price tier 6

PriceTier7

Price tier 7

PriceTier8

Price tier 8

PriceTier9

Price tier 9

PriceTier10

Price tier 10

WeightUnits

Weight Unit

ItemWeight

Product Weight per 1 quantity

TotalLineWeight

ItemWeight * Quantity

TaxRule

Tax Rule applied to this line

TaxPercentage

Tax Percentage applied to this line

Category

Product Category

Brand

Product Brand

Option1

Product Family variant option 1 value

Option2

Product Family variant option 2 value

Option3

Product Family variant option 3 value



InvoiceLineDetails

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These field codes can be used between the «TableStart:InvoiceLineDetails» and «TableEnd:InvoiceLineDetails» tags. This is a child MailMerge table. Parent MailMerge table (Sale) fields can be used between child table start and end tags but child MailMerge table fields can only be used between the child table start and end tags. 


InvoiceLineDetails TableStart tags, TableEnd tags and field codes are used to generate tables where sale invoice lines are displayed in matrix form. 

Field Code

Description

TaskID

Unique sale task id

ID

Line number

ProductCode

SKU (of product or family)

ProductName

Name of the product/family

ShortDescription

Product/Family Short Description

ProductNote
Product Internal Note

Unit

Units sold

Quantity

Quantity sold

Price

Sale Price

PriceDiscounted

Sell price with all discounts applied

Discount

Discount applied

Tax

Line item Tax

Total

Line item Total

Description

Product/Family description

ProductImage

Product Image. Use this mail merge to display image «Image:ProductImage»

Comment

Additional information for line item

WeightUnits

Weight Unit

ItemWeight

Product Weight per 1 quantity

TotalLineWeight

ItemWeight * Quantity

TaxPercentage

Tax percentage applied to this line

TaxRule

Name of the tax rule applied to this line

Category

Product/Family Category

Brand

Product/Family Brand

OptionsTable

Table with options of family to buy (color-size matrix)



BackOrderedInvoiceLines

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These field codes can be used between the «TableStart:BackOrderedInvoiceLines» and «TableEnd:BackOrderedInvoiceLines» tags. This is a child MailMerge table. Parent MailMerge table (Sale) fields can be used between child table start and end tags but child MailMerge table fields can only be used between the child table start and end tags. 


BackOrderedInvoiceLines TableStart tags, TableEnd tags and field codes are used to generate tables where sale invoice lines which have been backordered are displayed.

Field Code

Description

TaskID

Unique sale task ID

ID

Line Number

ProductCode

SKU

ProductName

Product name

ShortDescription

Product Short Description

ProductNote
Product Internal Note

Unit

unit of measure

Quantity

Quantity on invoice

Price

Price

PriceDiscounted

Sell price with all discounts applied

Discount

Discount %

Tax

Tax for line item

Total

Total for line item

AccountCode

Sale account used

Barcode

Barcode

AdditionalAttribute1

Product Additional Attribute 1

AdditionalAttribute2

Product Additional Attribute 2

AdditionalAttribute3

Product Additional Attribute 3

AdditionalAttribute4

Product Additional Attribute 4

AdditionalAttribute5

Product Additional Attribute 5

AdditionalAttribute6

Product Additional Attribute 6

AdditionalAttribute7

Product Additional Attribute 7

AdditionalAttribute8

Product Additional Attribute 8

AdditionalAttribute9

Product Additional Attribute 9

AdditionalAttribute10

Product Additional Attribute 10

Description

Product description

StockLocator

Stock Locator. Specifies location of the item in warehouse

ProductImage

Product Image. Use this mail merge to display image

«Image:ProductImage»

BatchorSerialNumbers

Comma-delimited list of all batches or serial numbers for every item included on the invoice

Comment

Additional information for line item.

PriceTier1

Price tier 1

PriceTier2

Price tier 2

PriceTier3

Price tier 3

PriceTier4

Price tier 4

PriceTier5

Price tier 5

PriceTier6

Price tier 6

PriceTier7

Price tier 7

PriceTier8

Price tier 8

PriceTier9

Price tier 9

PriceTier10

Price tier 10

WeightUnits

Weight Unit

ItemWeight

Product Weight per 1 quantity

TotalLineWeight

ItemWeight * Quantity

TaxRule

Tax Rule applied to this line

TaxPercentage

Tax Percentage applied to this line

Category

Product Category

Brand

Product Brand

Option1

Product Family variant option 1 value

Option2

Product Family variant option 2 value

Option3

Product Family variant option 3 value



InvoiceAdditionalCharges

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These field codes can be used between the «TableStart:InvoiceAdditionalCharges» and «TableEnd:InvoiceAdditionalCharges» tags. This is a child MailMerge table. Parent MailMerge table (Sale) fields can be used between child table start and end tags but child MailMerge table fields can only be used between the child table start and end tags. 


InvoiceAdditionalCharges TableStart tags, TableEnd tags and field codes are used to generate tables where sale invoice additional charges lines are displayed.

Field Code

Description

TaskID

Unique sale task id

ID

Line number

SKU

SKU of Service

Description

Description of additional charges

Comment

Additional information for line item.

Amount

Unit Cost

Quantity

Quantity

Discount

Discount %

TaxRule

Tax rule used

Tax

Tax

Total

Total for line item

Type

ACCREC

AccountCode

Sale account used

TaxPercentage

Tax percentage applied to this line

ServiceDescription

Description field of the service



InvoicePayments

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These field codes can be used between the «TableStart:InvoicePayments» and «TableEnd:InvoicePayments» tags. This is a child MailMerge table. Parent MailMerge table (Sale) fields can be used between child table start and end tags but child MailMerge table fields can only be used between the child table start and end tags. 


InvoicePayments TableStart tags, TableEnd tags and field codes are used to generate tables where sale invoice payment lines are displayed.

Field Code

Description

TaskID

Unique sale task id

ID

Line number

PaymentMethod

Name of account used for payment

Reference

Reference like receipt ID

Amount

Amount of payment

DatePaid

Date when payment was made

Type

ACCREC

AccountCode

Account used for payment



CreditNoteLines

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These field codes can be used between the «TableStart:CreditNoteLines» and «TableEnd:CreditNoteLines» tags. This is a child MailMerge table. Parent MailMerge table (Sale) fields can be used between child table start and end tags but child MailMerge table fields can only be used between the child table start and end tags. 


CreditNoteLines TableStart tags, TableEnd tags and field codes are used to generate tables where credit note product lines are displayed.

Field Code

Description

TaskID

Unique sale task ID

ID

Line Number

ProductCode

SKU

ProductName

Product name

ShortDescription

Product Short Description

ProductNoteProduct Internal Note

Unit

unit of measure

Quantity

Quantity on credit note

Price

Price

Discount

Discount %

Tax

Tax for line item

Total

Total for line item

Type

ACCRECCREDIT

AccountCode

Sale account used

Barcode

Barcode

AdditionalAttribute1

Product Additional Attribute 1

AdditionalAttribute2

Product Additional Attribute 2

AdditionalAttribute3

Product Additional Attribute 3

AdditionalAttribute4

Product Additional Attribute 4

AdditionalAttribute5

Product Additional Attribute 5

AdditionalAttribute6

Product Additional Attribute 6

AdditionalAttribute7

Product Additional Attribute 7

AdditionalAttribute8

Product Additional Attribute 8

AdditionalAttribute9

Product Additional Attribute 9

AdditionalAttribute10

Product Additional Attribute 10

Description

Product description

Backorder

Flag indicating that item was backordered  {Yes, No}

StockLocator

Stock Locator. Specifies location of the item in warehouse

ProductImage

Product Image. Use this mail merge to display image

«Image:ProductImage»

BatchorSerialNumbers

Comma-delimited list of all batches or serial numbers for every item included on the credit note

Comment

Additional information for line item.

WeightUnits

Weight Unit

ItemWeight

Product Weight per 1 quantity

TotalLineWeight

ItemWeight * Quantity

TaxPercentage

Tax percentage applied to this line

TaxRule

Tax rule applied to this line

Category

Product Category

Brand

Product Brand

Option1

Product Family variant option 1 value

Option2

Product Family variant option 2 value

Option3

Product Family variant option 3 value



CreditNoteAdditionalCharges

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These field codes can be used between the «TableStart:CreditNoteAdditionalCharges» and «TableEnd:CreditNoteAdditionalCharges» tags. This is a child MailMerge table. Parent MailMerge table (Sale) fields can be used between child table start and end tags but child MailMerge table fields can only be used between the child table start and end tags. 


CreditNoteAdditionalCharges TableStart tags, TableEnd tags and field codes are used to generate tables where credit note additional charges lines are displayed.

Field Code

Description

TaskID

Unique sale task id

ID

Line number

SKU

SKU of Service

Description

Description of additional charges

Comment

Additional information for line item.

Amount

Unit Cost

Quantity

Quantity

Discount

Discount %

TaxRule

Tax rule used

Tax

Tax

Total

Total for line item

Type

ACCRECCREDIT

AccountCode

Sale account used

TaxPercentage

Tax percentage applied to this line

ServiceDescription

Description field of the service



CreditNoteRefunds

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These field codes can be used between the «TableStart:CreditNoteRefunds» and «TableEnd:CreditNoteRefunds» tags. This is a child MailMerge table. Parent MailMerge table (Sale) fields can be used between child table start and end tags but child MailMerge table fields can only be used between the child table start and end tags. 


CreditNoteRefunds TableStart tags, TableEnd tags and field codes are used to generate tables where credit note refund lines are displayed.

Field Code

Description

TaskID

Unique sale task id

ID

Line number

PaymentMethod

Name of account used for payment

Reference

Reference like receipt id

Amount

Amount of payment

DatePaid

Date when payment was made

Type

ACCRECCREDIT

AccountCode

Account used for payment



Restock

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These field codes can be used between the «TableStart:Restock» and «TableEnd:Restock» tags. This is a child MailMerge table. Parent MailMerge table (Sale) fields can be used between child table start and end tags but child MailMerge table fields can only be used between the child table start and end tags. 


Restock TableStart tags, TableEnd tags and field codes are used to generate tables where restock lines are displayed (for credit notes). 

Field Code

Description

TaskID

Unique sale task id

ID

Line number

ProductCode

SKU

ProductName

Product name

ShortDescription

Product Short Description

ProductNoteProduct Internal Note

Unit

Units of measure

Quantity

Restock quantity

Location

Warehouse location

BatchOrSerialNumber

Batch or serial number to restock

Barcode

Barcode

Description

Product description

AdditionalAttribute1

Product Additional Attribute 1

AdditionalAttribute2

Product Additional Attribute 2

AdditionalAttribute3

Product Additional Attribute 3

AdditionalAttribute4

Product Additional Attribute 4

AdditionalAttribute5

Product Additional Attribute 5

AdditionalAttribute6

Product Additional Attribute 6

AdditionalAttribute7

Product Additional Attribute 7

AdditionalAttribute8

Product Additional Attribute 8

AdditionalAttribute9

Product Additional Attribute 9

AdditionalAttribute10

Product Additional Attribute 10

StockLocator

Stock Locator. Specifies location of the item in warehouse

ExpiryDate

Item expiry date

ProductImage

Product Image. Use this mail merge to display image

«Image:ProductImage»

PriceTier1

Price tier 1

PriceTier2

Price tier 2

PriceTier3

Price tier 3

PriceTier4

Price tier 4

PriceTier5

Price tier 5

PriceTier6

Price tier 6

PriceTier7

Price tier 7

PriceTier8

Price tier 8

PriceTier9

Price tier 9

PriceTier10

Price tier 10

WeightUnits

Weight Unit

ItemWeight

Product Weight per 1 quantity

TotalLineWeight

ItemWeight * Quantity

Category

Product Category

Brand

Product Brand

Option1

Product Family variant option 1 value

Option2

Product Family variant option 2 value

Option3

Product Family variant option 3 value



QuoteTaxDetails

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These field codes can be used between the «TableStart:QuoteTaxDetails» and «TableEnd:QuoteTaxDetails» tags. This is a child MailMerge table. Parent MailMerge table (Sale) fields can be used between child table start and end tags but child MailMerge table fields can only be used between the child table start and end tags. 


QuoteTaxDetails TableStart tags, TableEnd tags and field codes are used to generate tables where lines are displayed to show sale quote tax components. 

Field Code

Description

Name

Display Name of the tax component

Amount

Value of the tax allocated to this component

Percent

Tax rate



OrderTaxDetails

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These field codes can be used between the «TableStart:OrderTaxDetails» and «TableEnd:OrderTaxDetails» tags. This is a child MailMerge table. Parent MailMerge table (Sale) fields can be used between child table start and end tags but child MailMerge table fields can only be used between the child table start and end tags. 


OrderTaxDetails TableStart tags, TableEnd tags and field codes are used to generate tables where lines are displayed to show sale order tax components. 

Field Code

Description

Name

Display Name of the tax component

Amount

Value of the tax allocated to this component

Percent

Tax rate



InvoiceTaxDetails

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These field codes can be used between the «TableStart:InvoiceTaxDetails» and «TableEnd:InvoiceTaxDetails» tags. This is a child MailMerge table. Parent MailMerge table (Sale) fields can be used between child table start and end tags but child MailMerge table fields can only be used between the child table start and end tags. 


InvoiceTaxDetails TableStart tags, TableEnd tags and field codes are used to generate tables where lines are displayed to show sale invoice tax components. 

Field Code

Description

Name

Display Name of the tax component

Amount

Value of the tax allocated to this component

Percent

Tax rate



CreditNoteTaxDetails

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These field codes can be used between the «TableStart:CreditNoteTaxDetails» and «TableEnd:CreditNoteTaxDetails» tags. This is a child MailMerge table. Parent MailMerge table (Sale) fields can be used between child table start and end tags but child MailMerge table fields can only be used between the child table start and end tags.


CreditNoteTaxDetails TableStart tags, TableEnd tags and field codes are used to generate tables where lines are displayed to show credit note tax components. 

Field Code

Description

Name

Display Name of the tax component

Amount

Value of the tax allocated to this component

Percent

Tax rate



ProductLabelsBatch

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These field codes can be used between the «TableStart:ProductLabelsBatch» and «TableEnd:ProductLabelsBatch» tags. This is a child MailMerge table. Parent MailMerge table (Sale) fields can be used between child table start and end tags but child MailMerge table fields can only be used between the child table start and end tags. 


ProductLabelsBatch TableStart tags, TableEnd tags and field codes are used to print labels for sold goods. 

This table contains the same data as InvoiceLines table, but each line is repeated n times where n =

 Quantity in the line. 

Field Code

Description

TaskID

Unique task ID

ID

Line number

ItemCode

SKU

ItemDescription

Product name

ShortDescription

Product Short Description

ProductNote
Product Internal Note

Unit

Unit of measure

Quantity

Quantity received

Location

Location

Comment

Line comment

BatchOrSerialNumber

Batch or Serial number

Description

Product description

Barcode

Barcode

AdditionalAttribute1

Product Additional Attribute 1

AdditionalAttribute2

Product Additional Attribute 2

AdditionalAttribute3

Product Additional Attribute 3

AdditionalAttribute4

Product Additional Attribute 4

AdditionalAttribute5

Product Additional Attribute 5

AdditionalAttribute6

Product Additional Attribute 6

AdditionalAttribute7

Product Additional Attribute 7

AdditionalAttribute8

Product Additional Attribute 8

AdditionalAttribute9

Product Additional Attribute 9

AdditionalAttribute10

Product Additional Attribute 10

StockLocator

Stock Locator. Specifies location of the item in warehouse

ExpiryDate

Item expiry date

ProductImage

Product Image. Use this mail merge to display image

«Image:ProductImage»

PriceTier1

Price tier 1

PriceTier2

Price tier 2

PriceTier3

Price tier 3

PriceTier4

Price tier 4

PriceTier5

Price tier 5

PriceTier6

Price tier 6

PriceTier7

Price tier 7

PriceTier8

Price tier 8

PriceTier9

Price tier 9

PriceTier10

Price tier 10

WeightUnits

Weight Unit

ItemWeight

Product Weight per 1 quantity

TotalLineWeight

ItemWeight * Quantity

Category

Product Category

Brand

Product Brand

Option1

Product Family variant option 1 value

Option2

Product Family variant option 2 value

Option3

Product Family variant option 3 value



Sale combined printing MailMerge tables

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Data in these tables are only for templates related to combined documents printing from View All

Sales form. Normal tables do not apply to combined sale printing.


Sale combined printing MailMerge fields are used in the following template types: Combined Order, Combined Pick, Combined Packing, Combined Shipping.


Sales

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These field codes can be used between the «TableStart:Sales» and «TableEnd:Sales» tags. This is a standalone MailMerge table and the Sale parent table does not apply. 


Sales TableStart tags, TableEnd tags and field codes are used to generate tables where sale order details are displayed as lines.

Field Code

Description

CustomerName

Customer Name

CustomerFax

Customer Fax

CustomerEmail

Customer Email

CustomerWebsite

Customer Website

CustomerContact

Customer Contact

CustomerPhone

Customer Phone

Terms

Payment terms

CustomerReference

Customer Reference (e.g. Purchase Order Number)

TaxNumber

Customer Tax Number

InvoiceStatus

Invoice Status

InvoiceNumber

Invoice Number

InvoiceDate

Invoice Date

InvoiceDueDate

Invoice Due Date

RequiredBy

Shipment Required By

Currency

Customer Currency

SONumber

Sale Order Number

Date

Order Date

ShippingAddressLine1

Combined Shipment Address Line 1

ShippingAddressLine2

Combined Shipment Address Line 2

ShippingLine1

Shipment Address Line 1

ShippingLine2

Shipment Address Line 2

ShippingCitySuburb

Shipment Address City

ShippingStateProvince

Shipment Address State

ShippingZipPostCode

Shipment Address Post Code/Zip

ShippingCountry

Shipment Address Country

BillingAddressLine1

Combined Billing Address Line 1

BillingAddressLine2

Combined Billing Address Line 2

BillingLine1

Billing Address Line 1

BillingLine2

Billing Address Line 2

BillingCitySuburb

Billing Address City

BillingStateProvince

Billing Address State

BillingZipPostCode

Billing Address Post Code/Zip

BillingCountry

Billing Address Country

QuoteMemo

Quote Memo. Additional information you would like to print on the quote

InvoiceMemo

Invoice Memo. Additional information you would like to print on the invoice

OrderMemo

Sale Order Memo. Additional information you would like to print on the sale order

Note

Internal note from the task header

SalesRepresentative

Name of Sales Representative

SalesRepresentativePhone

Phone number of Sales Representative

SalesRepresentativeFax

Fax number of Sales Representative

SalesRepresentativeEmail

Email address of Sales Representative

Status

Sale Task status

CustomerAttribute1

Custom Attribute 1 value assigned to a customer

CustomerAttribute2

Custom Attribute 2 value assigned to a customer

CustomerAttribute3

Custom Attribute 3 value assigned to a customer

CustomerAttribute4

Custom Attribute 4 value assigned to a customer

CustomerAttribute5

Custom Attribute 5 value assigned to a customer

CustomerAttribute6

Custom Attribute 6 value assigned to a customer

CustomerAttribute7

Custom Attribute 7 value assigned to a customer

CustomerAttribute8

Custom Attribute 8 value assigned to a customer

CustomerAttribute9

Custom Attribute 9 value assigned to a customer

CustomerAttribute10

Custom Attribute 10 value assigned to a customer



OrderCombined

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These field codes can be used between the «TableStart:OrderCombined» and «TableEnd:OrderCombined» tags. This is a standalone MailMerge table and the Sale parent table does not apply. 


OrderCombined TableStart tags, TableEnd tags and field codes are used to generate tables where combined sale order lines are displayed.

Field Code

Description

ProductCode

SKU

ProductName

Product name

ShortDescription

Product Short Description

Unit

Unit of measure

Quantity

Quantity

Barcode

Barcode

AdditionalAttribute1

Product Additional Attribute 1

AdditionalAttribute2

Product Additional Attribute 2

AdditionalAttribute3

Product Additional Attribute 3

AdditionalAttribute4

Product Additional Attribute 4

AdditionalAttribute5

Product Additional Attribute 5

AdditionalAttribute6

Product Additional Attribute 6

AdditionalAttribute7

Product Additional Attribute 7

AdditionalAttribute8

Product Additional Attribute 8

AdditionalAttribute9

Product Additional Attribute 9

AdditionalAttribute10

Product Additional Attribute 10

Description

Product description

WeightUnits

Weight unit

ItemWeight

Product Weight per 1 quantity

TotalWeight

ItemWeight * Quantity

Category

Product Category

Brand

Product Brand

ProductImage

Product Image. Use this mail merge to display image

«Image:ProductImage»



OrderCombinedByCarrier

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These field codes can be used between the «TableStart:OrderCombinedByCarrier» and «TableEnd:OrderCombinedByCarrier» tags. This is a standalone MailMerge table and the Sale parent table does not apply. 


OrderCombinedByCarrier TableStart tags, TableEnd tags and field codes are used to generate tables where combined sale order lines, grouped by carrier are displayed. 

Field Code

Description

ProductCode

SKU

ProductName

Product name

ShortDescription

Product Short Description

Unit

Unit of measure

Quantity

Quantity

Barcode

Barcode

AdditionalAttribute1

Product Additional Attribute 1

AdditionalAttribute2

Product Additional Attribute 2

AdditionalAttribute3

Product Additional Attribute 3

AdditionalAttribute4

Product Additional Attribute 4

AdditionalAttribute5

Product Additional Attribute 5

AdditionalAttribute6

Product Additional Attribute 6

AdditionalAttribute7

Product Additional Attribute 7

AdditionalAttribute8

Product Additional Attribute 8

AdditionalAttribute9

Product Additional Attribute 9

AdditionalAttribute10

Product Additional Attribute 10

Description

Product description

WeightUnits

Weight unit

ItemWeight

Product Weight per 1 quantity

TotalWeight

ItemWeight * Quantity

Category

Product Category

Brand

Product Brand

ProductImage

Product Image. Use this mail merge to display image

«Image:ProductImage»



Locations

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These field codes can be used between the «TableStart:Locations» and «TableEnd:Locations» tags. This is a parent MailMerge table for the PickCombinedNoBatches, PickCombinedNoBatchesByCarrier, PickCombinedNoBatches, PackCombinedWithBatches, PackCombinedNoBatches tables. Parent fields can be used anywhere between the parent start and end tags, including within child start and end tags. 


This table can wrap following combined pick and pack tables to group picked/packed items by location.

Field Code

Description

Location

Name of the location of Picked and Packed products



PickCombinedNoBatches

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These field codes can be used between the «TableStart:PickCombinedNoBatches» and «TableEnd:PickCombinedNoBatches» tags. This is a child MailMerge table. Parent MailMerge table (Locations) fields can be used between child table start and end tags but child MailMerge table fields can only be used between the child table start and end tags. The Sale parent table does not apply. 


PickCombinedNoBatches TableStart tags, TableEnd tags and field codes are used to generate tables where picked product lines are grouped without batch/serial number information. 

Field Code

Description

ProductCode

SKU

ProductName

Product name

ShortDescription

Product Short Description

Unit

Unit of measure

Quantity

Quantity

Location

Location picked

Bin

Bin name

Barcode

Product Barcode

AdditionalAttribute1

Product Additional Attribute 1

AdditionalAttribute2

Product Additional Attribute 2

AdditionalAttribute3

Product Additional Attribute 3

AdditionalAttribute4

Product Additional Attribute 4

AdditionalAttribute5

Product Additional Attribute 5

AdditionalAttribute6

Product Additional Attribute 6

AdditionalAttribute7

Product Additional Attribute 7

AdditionalAttribute8

Product Additional Attribute 8

AdditionalAttribute9

Product Additional Attribute 9

AdditionalAttribute10

Product Additional Attribute 10

Description

Product description

Stock Locator

Stock locator information of from the product

ProductImage

Product Image. Use this mail merge to display image

«Image:ProductImage»

WeightUnits

Weight unit

ItemWeight

Product Weight per 1 quantity

TotalWeight

ItemWeight * Quantity

Category

Product Category

Brand

Product Brand



PickCombinedNoBatchesByCarrier

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These field codes can be used between the «TableStart:PickCombinedNoBatchesByCarrier» and «TableEnd:PickCombinedNoBatchesByCarrier» tags. This is a child MailMerge table. Parent MailMerge table (Locations) fields can be used between child table start and end tags but child MailMerge table fields can only be used between the child table start and end tags. The Sale parent table does not apply. 


PickCombinedNoBatchesByCarrier TableStart tags, TableEnd tags and field codes are used to generate tables where picked product lines are grouped by product and by carrier without batch/serial number information. 

Field Code

Description

ProductCode

SKU

ProductName

Product name

ShortDescription

Product Short Description

Unit

Unit of measure

Quantity

Quantity

Location

Location picked

Bin

Bin name

Barcode

Product Barcode

AdditionalAttribute1

Product Additional Attribute 1

AdditionalAttribute2

Product Additional Attribute 2

AdditionalAttribute3

Product Additional Attribute 3

AdditionalAttribute4

Product Additional Attribute 4

AdditionalAttribute5

Product Additional Attribute 5

AdditionalAttribute6

Product Additional Attribute 6

AdditionalAttribute7

Product Additional Attribute 7

AdditionalAttribute8

Product Additional Attribute 8

AdditionalAttribute9

Product Additional Attribute 9

AdditionalAttribute10

Product Additional Attribute 10

Description

Product description

Stock Locator

Stock locator information of from the product

ProductImage

Product Image. Use this mail merge to display image

«Image:ProductImage»

WeightUnits

Weight unit

ItemWeight

Product Weight per 1 quantity

TotalWeight

ItemWeight * Quantity

Category

Product Category

Brand

Product Brand



PickCombinedWithBatches

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These field codes can be used between the «TableStart:PickCombinedWithBatches» and «TableEnd:PickCombinedWithBatches» tags. This is a child MailMerge table. Parent MailMerge table (Locations) fields can be used between child table start and end tags but child MailMerge table fields can only be used between the child table start and end tags. The Sale parent table does not apply. 


PickCombinedWithBatches TableStart tags, TableEnd tags and field codes are used to generate tables where picked product lines are grouped with batch/serial number information. 

Field Code

Description

ProductCode

SKU

ProductName

Product name

ShortDescription

Product Short Description

Unit

Unit of measure

Quantity

Quantity

Location

Location picked

BatchSN

Batch/Serial Number

Expiry Date

Expiry date of the batch

Bin

Bin name

Barcode

Product Barcode

AdditionalAttribute1

Product Additional Attribute 1

AdditionalAttribute2

Product Additional Attribute 2

AdditionalAttribute3

Product Additional Attribute 3

AdditionalAttribute4

Product Additional Attribute 4

AdditionalAttribute5

Product Additional Attribute 5

AdditionalAttribute6

Product Additional Attribute 6

AdditionalAttribute7

Product Additional Attribute 7

AdditionalAttribute8

Product Additional Attribute 8

AdditionalAttribute9

Product Additional Attribute 9

AdditionalAttribute10

Product Additional Attribute 10

Description

Product description

Stock Locator

Stock locator information of from the product

ProductImage

Product Image. Use this mail merge to display image «Image:ProductImage»

WeightUnits

Weight unit

ItemWeight

Product Weight per 1 quantity

TotalWeight

ItemWeight * Quantity

Category

Product Category

Brand

Product Brand



PackCombinedNoBatches

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These field codes can be used between the «TableStart:PackCombinedNoBatches» and «TableEnd:PackCombinedNoBatches» tags. This is a child MailMerge table. Parent MailMerge table (Locations) fields can be used between child table start and end tags but child MailMerge table fields can only be used between the child table start and end tags. The Sale parent table does not apply. 


PackCombinedNoBatches TableStart tags, TableEnd tags and field codes are used to generate tables where packed product lines are grouped without batch/serial number information. 

Field Code

Description

Box

Sale Order # + Box number

ProductCode

SKU

ProductName

Product name

ShortDescription

Product Short Description

Unit

Unit of measure

Quantity

Quantity

Location

Location picked

Bin

Bin name

Barcode

Product Barcode

AdditionalAttribute1

Product Additional Attribute 1

AdditionalAttribute2

Product Additional Attribute 2

AdditionalAttribute3

Product Additional Attribute 3

AdditionalAttribute4

Product Additional Attribute 4

AdditionalAttribute5

Product Additional Attribute 5

AdditionalAttribute6

Product Additional Attribute 6

AdditionalAttribute7

Product Additional Attribute 7

AdditionalAttribute8

Product Additional Attribute 8

AdditionalAttribute9

Product Additional Attribute 9

AdditionalAttribute10

Product Additional Attribute 10

Description

Product description

Stock Locator

Stock locator information of from the product

ProductImage

Product Image. Use this mail merge to display image

«Image:ProductImage»

WeightUnits

Weight unit

ItemWeight

Product Weight per 1 quantity

TotalWeight

ItemWeight * Quantity

Category

Product Category

Brand

Product Brand



PackCombinedWithBatches

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These field codes can be used between the «TableStart:PackCombinedWithBatches» and «TableEnd:PackCombinedWithBatches» tags. This is a child MailMerge table. Parent MailMerge table (Locations) fields can be used between child table start and end tags but child MailMerge table fields can only be used between the child table start and end tags. The Sale parent table does not apply. 


PackCombinedWithBatches TableStart tags, TableEnd tags and field codes are used to generate tables where packed product lines are grouped with batch/serial number information.

Field Code

Description

Box

Sale Order # + Box number

ProductCode

SKU

ProductName

Product name

ShortDescription

Product Short Description

Unit

Unit of measure

Quantity

Quantity

Location

Location picked

BatchSN

Batch/Serial Number

Expiry Date

Expiry date of the batch

Bin

Bin name

Barcode

Product Barcode

AdditionalAttribute1

Product Additional Attribute 1

AdditionalAttribute2

Product Additional Attribute 2

AdditionalAttribute3

Product Additional Attribute 3

AdditionalAttribute4

Product Additional Attribute 4

AdditionalAttribute5

Product Additional Attribute 5

AdditionalAttribute6

Product Additional Attribute 6

AdditionalAttribute7

Product Additional Attribute 7

AdditionalAttribute8

Product Additional Attribute 8

AdditionalAttribute9

Product Additional Attribute 9

AdditionalAttribute10

Product Additional Attribute 10

Description

Product description

Stock Locator

Stock locator information of from the product

ProductImage

Product Image. Use this mail merge to display image

«Image:ProductImage»

WeightUnits

Weight unit

ItemWeight

Product Weight per 1 quantity

TotalWeight

ItemWeight * Quantity

Category

Product Category

Brand

Product Brand




ShippingCombined

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These field codes can be used between the «TableStart:ShippingCombined» and «TableEnd:ShippingCombined» tags. This is a standalone MailMerge table and the Sale parent table does not apply. 


ShippingCombined TableStart tags, TableEnd tags and field codes are used to generate tables where combined ship lines are displayed.

Field Code

Description

Boxes

Number of Boxes

Carrier

Carrier Name

TrackingNumber

Tracking Number

ShipmentDate

Shipment Date

CustomerName

Customer Name

CustomerFax

Customer Fax

CustomerEmail

Customer Email

CustomerWebsite

Customer Website

CustomerContact

Customer Contact

CustomerPhone

Customer Phone

Terms

Payment terms

CustomerReference

Customer Reference (e.g. Purchase Order Number)

TaxNumber

Customer Tax Number

InvoiceStatus

Invoice Status

InvoiceNumber

Invoice Number

InvoiceDate

Invoice Date

InvoiceDueDate

Invoice Due Date

RequiredBy

Shipment Required By

Currency

Customer Currency

SONumber

Sale Order Number

Date

Order Date

ShippingAddressLine1

Combined Shipment Address Line 1

ShippingAddressLine2

Combined Shipment Address Line 2

ShippingLine1

Shipment Address Line 1

ShippingLine2

Shipment Address Line 2

ShippingCitySuburb

Shipment Address City

ShippingStateProvince

Shipment Address State

ShippingZipPostCode

Shipment Address Post Code/Zip

ShippingCountry

Shipment Address Country

BillingAddressLine1

Combined Billing Address Line 1

BillingAddressLine2

Combined Billing Address Line 2

BillingLine1

Billing Address Line 1

BillingLine2

Billing Address Line 2

BillingCitySuburb

Billing Address City

BillingStateProvince

Billing Address State

BillingZipPostCode

Billing Address Post Code/Zip

BillingCountry

Billing Address Country

QuoteMemo

Quote Memo. Additional information you would like to print on the quote

InvoiceMemo

Invoice Memo. Additional information you would like to print on the invoice

OrderMemo

Sale Order Memo. Additional information you would like to print on the sale order

Note

Internal note from the task header

SalesRepresentative

Name of Sales Representative

SalesRepresentativePhone

Phone number of Sales Representative

SalesRepresentativeFax

Fax number of Sales Representative

SalesRepresentativeEmail

Email address of Sales Representative

Status

Shipment status

CustomerAttribute1

Custom Attribute 1 value assigned to a customer

CustomerAttribute2

Custom Attribute 2 value assigned to a customer

CustomerAttribute3

Custom Attribute 3 value assigned to a customer

CustomerAttribute4

Custom Attribute 4 value assigned to a customer

CustomerAttribute5

Custom Attribute 5 value assigned to a customer

CustomerAttribute6

Custom Attribute 6 value assigned to a customer

CustomerAttribute7

Custom Attribute 7 value assigned to a customer

CustomerAttribute8

Custom Attribute 8 value assigned to a customer

CustomerAttribute9

Custom Attribute 9 value assigned to a customer

CustomerAttribute10

Custom Attribute 10 value assigned to a customer



Customer statements printing MailMerge tables

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Customer statements fields are used in the following template types: Sale Statement Activity, Sale Statement Outstanding. See Customer Sales Statement Reports (Outstanding Balances) for more information. 


Common 

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These field codes can be used between the «TableStart: Common» and «TableEnd:Common» tags. This is a parent MailMerge table for the Activity and Outstanding tables. Parent fields can be used anywhere between the parent start and end tags, including within child start and end tags. 


Common field codes contain data common to all customer statements.

Field Code

Description

Company

DEAR Organisation name

CustomerName

Name of the customer

BillingAddressLine1

Billing Address Line 1

BillingAddressLine2

Billing Address Line 2

BillingAddressCitySuburb

Billing Address City/Suburb

BillingAddressStateProvince

Billing Address State/Province

BillingAddressZipPostCode

Billing Address Zip/Postcode

BillingAddressCountry

Billing Address Country

OpeningBalance

Customer opening balance on the From date

StatementDate

Statement Date

FromDate

Date From for activity statement

ToDate

Date To (inclusive) for activity statement

ActivityCount

Number of Lines in Activity

OutstandingCount

Number of Lines in Outstanding

CurrencyCustomer Currency

ActivityDueAmount

Activity Due Amount

ActivityPaidAmount

Activity Paid Amount

OutstandingDueAmount

Outstanding Due Amount

OutstandingPaidAmount

Outstanding Paid Amount



Activity

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These field codes can be used between the «TableStart:Activity» and «TableEnd:Activity» tags. This is a child MailMerge table. Parent MailMerge table (Common) fields can be used between child table start and end tags but child MailMerge table fields can only be used between the child table start and end tags. 


Activity TableStart tags, TableEnd tags and field codes are used to generate tables where customer sale activity is displayed. 

Field Code

Description

DocDate

Effective transaction date

Activity

Document type

DueDate

Document due date

Reference

Document Number

InvoiceAmount

Invoiced/Credited amount

Payments

Payment/Refund amount

Balance

Outstanding balance



Outstanding

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These field codes can be used between the «TableStart:Outstanding» and «TableEnd:Outstanding» tags. This is a child MailMerge table. Parent MailMerge table (Common) fields can be used between child table start and end tags but child MailMerge table fields can only be used between the child table start and end tags. 


Activity TableStart tags, TableEnd tags and field codes are used to generate tables where customer sale outstanding balances are displayed. 

Field Code

Description

DocDate

Effective transaction date

Activity

Document type

DueDate

Document due date

Reference

Document Number

InvoiceAmount

Invoiced/Credited amount

Payments

Payment/Refund amount

Balance

Outstanding balance





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