Inventory Process, Assembly, Disassembly, Jobs MailMerge Fields for Cin7 Core Templates

Inventory Process, Assembly, Disassembly, Jobs MailMerge Fields for Cin7 Core Templates

This article contains all the MailMerge tables for the inventory process. Each table contains MailMerge fields that can be used to edit inventory 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. Inventory document templates can be downloaded from Settings → Document and email templates → Inventory.

Note: Cin7 Core have a dedicated support team for resolving template issues, don't hesitate to contact Cin7 Core Support for help.

Prerequisites

Important table structure information

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:Purchase» and«TableEnd:Purchase». 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:POLines» and«TableEnd:POLines». These are child tags that will be found within the parent tags.

  • TableStart and TableEnd tags that end in Details (POLineDetails, InvoiceDetails etc.) are for matrix documents, e.g. Purchase 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:

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.

Inventory process MailMerge tables

Inventory process MailMerge fields are used in the following template types: Stock Adjustment, Stock Transfer, and Stocktake, and Product Label (Inventory Adjustment and Stocktake).

Note: There is no separate Stocktake MailMerge table. Stocktake templates use the InventoryTask and InventoryAdjustment MailMerge tables.

InventoryTask

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

InventoryTask field codes can be used in Stocktake and Stock Adjustment templates.

Field Code

Description

Date

Date task created

StocktakeNumber

Sequential stocktake number

Account

Expense account

Status

Status of the task

Reference

Document Reference Number

Location

Location where stocktake is performed

DatePrinted

Current Date

Company

Company name

InventoryAdjustment

These field codes can be used between the «TableStart:InventoryAdjustment» and «TableEnd:InventoryAdjustment» tags. This is a child MailMerge table. Parent MailMerge table (InventoryTask) 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.

InventoryAdjustment TableStart tags, TableEnd tags and field codes are used to generate tables where stocktake or stock adjustment lines are displayed.

Field Code

Description

ID

Line Number

ProductName

Product Name

ProductCode

SKU

Unit

Unit of measure

Location

Warehouse location

Barcode

Product barcode

WeightPerUnit

Product weight per Unit

Comments

Comments

QuantityOnHand

Quantity on hand at the time of adjustment created

Adjustment

Adjustment quantity

Varience

Difference between stock on hand and adjustment

BatchOrSerialNumber

Batch or serial number if applicable

StockLocator

Stock Locator. Specifies location of the item in warehouse

ExpiryDate

Item expiry date

Category

Product Category

Brand

Brand

StockLocator

Stock locator

AdditionalAttribute1

Product additional attribute 1 value

AdditionalAttribute2

Product additional attribute 2 value

AdditionalAttribute3

Product additional attribute 3 value

AdditionalAttribute4

Product additional attribute 4 value

AdditionalAttribute5

Product additional attribute 5 value

AdditionalAttribute6

Product additional attribute 6 value

AdditionalAttribute7

Product additional attribute 7 value

AdditionalAttribute8

Product additional attribute 8 value

AdditionalAttribute9

Product additional attribute 9 value

AdditionalAttribute10

Product additional attribute 10 value

StockTransferTask

These field codes can be used between the «TableStart:StockTransferTask» and «TableEnd:StockTransferTask» tags. This is the parent MailMerge table for the for the StockTransferDetails and StockTransferOrder template. Parent fields can be used anywhere between the parent start and end tags.

StockTransferTask field codes can be used in stock transfer document templates.

Field Code

Description

Date

Date when transfers was created

From

Source Location

FromLine1

Source Location Address Line1

FromLine2

Source Location Address Line2

FromCitySuburb

Source Location City

FromStateProvince

Source Location State/Province

FromZipPostCode

Source Location Zip/Post Code

FromCountry

Source Location Country

To

Target Location

ToLine1

Target Location Address Line1

ToLine2

Target Location Address Line2

ToCitySuburb

Target Location City

ToStateProvince

Target Location State/Province

ToZipPostCode

Target Location Zip/Post Code

ToCountry

Target Location Country

DateReceived

Date Received

DateSent

Date Sent

InTransitAccount

In Transit Account

Status

Status of the transfer task

Reference

Document Reference Number

Number

Task number

User

User who initiated transfer

DatePrinted

Date the form is printed

Company

Company name

RequiredByDate

RequiredByDate for Stock Transfer

EffectiveDate

Transfer effective date

LinesInDetail

Number of Lines in StockTransferDetail table

LinesInOrder

Number of Lines in StockTransferOrder table

StockTransferDetail

These field codes can be used between the «TableStart:StockTransferDetail» and «TableEnd:StockTransferDetail» tags. This is a child MailMerge table. Parent MailMerge table (StockTransferTask) 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.

StockTransferDetail TableStart tags, TableEnd tags and field codes are used to generate tables where stock transfer lines are displayed. Lines are pulled from the Products tab of the Stock Transfer.

Field Code

Description

ID

Line Number

ProductName

Product name

ProductCode

SKU

Unit

Unit of measure

Location

Location & Bin from which item is picked

QuantityOnHand

Quantity on hand

QuantityAvailable

Available Quantity

TransferQuantity

Transfer Quantity

BatchOrSerialNumber

Batch or serial number when applicable

StockLocator

Stock Locator. Specifies Default location of the item as specified on the product

FromStockLocator

Stock Locator for source warehouse location of the product

ToStockLocator

Stock Locator for target warehouse location of the product

ExpiryDate

Item expiry date

FromLocation

Location where the stock is coming from

ToLocation

Location where the stock is going to

Barcode

Product barcode

WeightPerUnit

Product weight Per Unit

Category

Product Category

Brand

Product Brand

AdditionalAttribute1

Additional attribute 1 value of the product

AdditionalAttribute2

Additional attribute 2 value of the product

AdditionalAttribute3

Additional attribute 3 value of the product

AdditionalAttribute4

Additional attribute 4 value of the product

AdditionalAttribute5

Additional attribute 5 value of the product

AdditionalAttribute6

Additional attribute 6 value of the product

AdditionalAttribute7

Additional attribute 7 value of the product

AdditionalAttribute8

Additional attribute 8 value of the product

AdditionalAttribute9

Additional attribute 9 value of the product

AdditionalAttribute10

Additional attribute 10 value of the product

ProductImage

ProductImage. Use this mail merge to display image

«Image:ProductImage»

StockTransferOrder

These field codes can be used between the «TableStart:StockTransferOrder» and «TableEnd:StockTransferOrder» tags. This is a child MailMerge table. Parent MailMerge table (StockTransferTask) 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.

StockTransferOrder TableStart tags, TableEnd tags and field codes are used to generate tables where stock transfer lines are displayed. Lines are pulled from the Order tab of the Stock Transfer.

Field Code

Description

ID

Line Number

ProductName

Product name

ProductCode

SKU

Unit

Unit of measure

Comments

Comments for line item

QuantityOnHand

Quantity on hand

QuantityAvailable

Available Quantity

TransferQuantity

Transfer Ordered Quantity

StockLocator

Stock Locator. Specifies Default location of the item as specified on the product

FromStockLocator

Stock Locator for source warehouse location of the product

ToStockLocator

Stock Locator for target warehouse location of the product

FromLocation

Location where the stock is coming from

ToLocation

Location where the stock is going to

Barcode

Product barcode

WeightPerUnit

Product weight Per Unit

Category

Product Category

Brand

Product Brand

AdditionalAttribute1

Additional attribute 1 value of the product

AdditionalAttribute2

Additional attribute 2 value of the product

AdditionalAttribute3

Additional attribute 3 value of the product

AdditionalAttribute4

Additional attribute 4 value of the product

AdditionalAttribute5

Additional attribute 5 value of the product

AdditionalAttribute6

Additional attribute 6 value of the product

AdditionalAttribute7

Additional attribute 7 value of the product

AdditionalAttribute8

Additional attribute 8 value of the product

AdditionalAttribute9

Additional attribute 9 value of the product

AdditionalAttribute10

Additional attribute 10 value of the product

ProductImage

ProductImage. Use this mail merge to display image

«Image:ProductImage»

InventoryAdjustmentLabel

These field codes can be used between the «TableStart:InventoryAdjustmentLabel» and «TableEnd:InventoryAdjustmentLabel» tags. This is a standalone MailMerge table.

InventoryAdjustmentLabel TableStart tags, TableEnd tags and field codes are used to generate product labels for stock transfers and stock adjustments.

Field Code

Description

Location

Warehouse location

Unit

Units of measure

Quantity

Quantity

ProductCode

SKU

Name

Product name

Company

Company name

DatePrinted

Date report is printed

BatchOrSerialNumber

Batch or Serial number if applicable

ExpiryDate

Item expiry date

Comments

User entered comments

StockLocator

Stock Locator. Specifies location of the item in warehouse

Barcode

Item Barcode

WeightPerUnit

Product weight

ProductImage

Product Image. Use this mail merge to display image

«Image:ProductImage»

Price1

Price tier 1

Price2

Price tier 2

Price3

Price tier 3

Price4

Price tier 4

Price5

Price tier 5

Price6

Price tier 6

Price7

Price tier 7

Price8

Price tier 8

Price9

Price tier 9

Price10

Price tier 10

Category

Product Category

Brand

Product Brand

AdditionalAttribute1

Product additional attribute 1 value

AdditionalAttribute2

Product additional attribute 2 value

AdditionalAttribute3

Product additional attribute 3 value

AdditionalAttribute4

Product additional attribute 4 value

AdditionalAttribute5

Product additional attribute 5 value

AdditionalAttribute6

Product additional attribute 6 value

AdditionalAttribute7

Product additional attribute 7 value

AdditionalAttribute8

Product additional attribute 8 value

AdditionalAttribute9

Product additional attribute 9 value

AdditionalAttribute10

Product additional attribute 10 value

ProductLabelsBatch

These field codes can be used between the «TableStart:ProductLabelsBatch» and «TableEnd:ProductLabelsBatch» tags. This is a standalone MailMerge table.

ProductLabelsBatch TableStart tags, TableEnd tags and field codes are used to generate product labels for stock transfers and stock adjustments. This able contains the same content as in InventoryAdjustmentLabel except that for each line with X quantity in InventoryAdjustmentLabel there are X lines in ProductLabelsBatch.

Field Code

Description

Location

Warehouse location

Unit

Units of measure

Quantity

Quantity

ProductCode

SKU

Name

Product name

Company

Company name

DatePrinted

Date report is printed

BatchOrSerialNumber

Batch or Serial number if applicable

ExpiryDate

Item expiry date

Comments

User entered comments

StockLocator

Stock Locator. Specifies location of the item in warehouse

Barcode

Item Barcode

WeightPerUnit

Product weight Per Unit

Weight

Total weight for Line

ProductImage

Product Image. Use this mail merge to display image

«Image:ProductImage»

Price1

Price tier 1

Price2

Price tier 2

Price3

Price tier 3

Price4

Price tier 4

Price5

Price tier 5

Price6

Price tier 6

Price7

Price tier 7

Price8

Price tier 8

Price9

Price tier 9

Price10

Price tier 10

Category

Product category

Brand

Product Brand

AdditionalAttribute1

Product additional attribute 1 value

AdditionalAttribute2

Product additional attribute 2 value

AdditionalAttribute3

Product additional attribute 3 value

AdditionalAttribute4

Product additional attribute 4 value

AdditionalAttribute5

Product additional attribute 5 value

AdditionalAttribute6

Product additional attribute 6 value

AdditionalAttribute7

Product additional attribute 7 value

AdditionalAttribute8

Product additional attribute 8 value

AdditionalAttribute9

Product additional attribute 9 value

AdditionalAttribute10

Product additional attribute 10 value

Assembly/Finished Goods MailMerge tables

Assembly/Finished Goods MailMerge fields are used in the following template types: Finished Goods (Assembly Orders), Issue to Production (Inventory Write-off) and Product Labels for finished goods.

FinishedGoodsTask

These field codes can be used between the «TableStart:FinishedGoodsTask» and «TableEnd:FinishedGoodsTask» tags. This is the parent MailMerge table for the FinishedGoodsComponents, FinishedGoodsComponentsBatch and FinishedGoodsOrder table. Parent fields can be used anywhere between the parent start and end tags.

FinishedGoodsTask field codes are used in finished goods, issue to production and finished good product label templates.

Field Code

Description

AssemblyNumber

Assembly Number

Status

Status of assembly task

LastUpdatedBy

User made the most recent change

Location

Warehouse location

Quantity

Quantity to assemble

ProductCode

SKU

Name

Product Name

Barcode

Product barcode

WeightPerUnit

Product weight Per Unit

Weight

Total weight for Line

Company

Company name

Date

Date assembly was created

DatePrinted

Date report is printed

WIPDate

Work in Progress date

CompletionDate

Completion date

Account

Expense Account code / Finished Good account code

WIPAccount

WIP Account code

Unit

Unit of measure

BatchOrSerialNumber

Batch or Serial number if applicable

TotalCost

Cost of the finished goods

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»

Bin

Name of the bin assembled product is placed to. Can be empty.

Notes

Multiline notes

AdditionalAttribute1

Additional attribute 1 value of the product

AdditionalAttribute2

Additional attribute 2 value of the product

AdditionalAttribute3

Additional attribute 3 value of the product

AdditionalAttribute4

Additional attribute 4 value of the product

AdditionalAttribute5

Additional attribute 5 value of the product

AdditionalAttribute6

Additional attribute 6 value of the product

AdditionalAttribute7

Additional attribute 7 value of the product

AdditionalAttribute8

Additional attribute 8 value of the product

AdditionalAttribute9

Additional attribute 9 value of the product

AdditionalAttribute10

Additional attribute 10 value of the product

Description

Manufactured product description

FinishedGoodsComponents

These field codes can be used between the «TableStart:FinishedGoodsComponents» and «TableEnd:FinishedGoodsComponents» tags. This is a child MailMerge table. Parent MailMerge table (FinishedGoodsTask) 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.

FinishedGoodsComponents TableStart tags, TableEnd tags and field codes are used to generate tables where assembly components to be picked are displayed, without batch numbers. Lines are pulled from the Pick tab of an assembly.

Field Code

Description

ID

Line Number

TotalQuantity

Total quantity to use in assembly

WastageQuantity

Assumed wastage (quantity)

WastagePercent

Assumed wastage (percent)

ProductCode

SKU

Name

Product name

ShortDescription

Product Short Description

Cost

Cost of 1 quantity

Unit

Units of measure

BatchOrSerialNumber [X?]

Batch or Serial number if applicable

TotalCost

Cost of the component for TotalQuantity

Barcode

Product barcode

WeightPerUnit

Product weight Per Unit

Weight

Total weight for Line

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»

Bin

Name of the bin finished goods component is taken from. Can be empty.

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

Category

Product category

Brand

Product brand

Description

Component product description


FinishedGoodsComponentsBatch

These field codes can be used between the «TableStart:FinishedGoodsComponentsBatch» and «TableEnd:FinishedGoodsComponentsBatch» tags. This is a child MailMerge table. Parent MailMerge table (FinishedGoodsTask) 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.

FinishedGoodsComponentsBatch TableStart tags, TableEnd tags and field codes are used to generate tables where assembly components to be picked are displayed, grouped by batch numbers. Lines are pulled from the Pick tab of an assembly.

Field Code

Description

ID

Line Number

ProductCode

SKU

Name

Product name

ShortDescription

Product Short Description

Unit

Units of measure

BatchOrSerialNumber

Batch or Serial number if applicable

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»

Barcode

Product barcode

WeightPerUnit

Product weight Per Unit

Weight

Total weight for Line

Bin

Name of the bin finished goods component is taken from. Can be empty.

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

Category

Product category

Brand

Product brand

Description

Component product description

FinishedGoodsOrder

These field codes can be used between the «TableStart:FinishedGoodsOrder» and «TableEnd:FinishedGoodsOrder» tags. This is a child MailMerge table. Parent MailMerge table (FinishedGoodsTask) 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.

FinishedGoodsOrder TableStart tags, TableEnd tags and field codes are used to generate tables where assembly components are displayed. Lines are pulled from the Order tab of an assembly.

Field Code

Description

ID

Line Number

Quantity

Quantity to use

TotalQuantity

Quantity to assemble

WastageQuantity

Assumed wastage (quantity)

WastagePercent

Assumed wastage (percent)

ProductCode

SKU

Name

Product name

ShortDescription

Product Short Description

Barcode

Product barcode

WeightPerUnit

Product weight Per Unit

Weight

Total weight for Line

Cost

Cost of 1 quantity of the component

Unit

Units of measure

TotalCost

Cost of TotalQuantity of the component

StockLocator

Stock Locator. Specifies location of the item in warehouse

ProductImage

Product Image. Use this mail merge to display image

«Image:ProductImage»

Category

Product Category

Brand

Product Brand

AdditionalAttribute1

Product additional attribute 1 value

AdditionalAttribute2

Product additional attribute 2 value

AdditionalAttribute3

Product additional attribute 3 value

AdditionalAttribute4

Product additional attribute 4 value

AdditionalAttribute5

Product additional attribute 5 value

AdditionalAttribute6

Product additional attribute 6 value

AdditionalAttribute7

Product additional attribute 7 value

AdditionalAttribute8

Product additional attribute 8 value

AdditionalAttribute9

Product additional attribute 9 value

AdditionalAttribute10

Product additional attribute 10 value

Description

Product description

Price list MailMerge tables

Price list MailMerge fields are used in the following template types: Price list, B2B Price list.

Header

These field codes can be used between the «TableStart:Header» and «TableEnd:Header» tags. This is a standalone MailMerge table.

Header TableStart tags, TableEnd tags and field codes are used to fill in the header information for a price list.

Field Code

Description

Company

Company name

PriceTierName1

Name for price tier 1

PriceTierName2

Name for price tier 2

PriceTierName3

Name for price tier 3

PriceTierName4

Name for price tier 4

PriceTierName5

Name for price tier 5

PriceTierName6

Name for price tier 6

PriceTierName7

Name for price tier 7

PriceTierName8

Name for price tier 8

PriceTierName9

Name for price tier 9

PriceTierName10

Name for price tier 10

DatePrinted

Date when price list is generated

SelectedCategory

Category selected as a filter

SelectedBrand

Brand selected as a filter

SelectedTag

Product tag selected as a filter


Products

These field codes can be used between the «TableStart:Products» and «TableEnd:Products» tags. This is a standalone MailMerge table.

Products TableStart tags, TableEnd tags and field codes are used to generate tables displaying product lines for a price list.

product labels for stock transfers and stock adjustments. This able contains the same content as in InventoryAdjustmentLabel except that for each line with X quantity in InventoryAdjustmentLabel there are X lines in ProductLabelsBatch.

Field Code

Description

ID

Line Number

ProductCode

Product code

ProductName

Product name

ShortDescription

Product Short Description

Category

Category

Brand

Brand

Barcode

Barcode

Description

Product description

CustomField1

Value of custom field 1

CustomField2

Value of custom field 2

CustomField3

Value of custom field 3

CustomField4

Value of custom field 4

CustomField5

Value of custom field 5

CustomField6

Value of custom field 6

CustomField7

Value of custom field 7

CustomField8

Value of custom field 8

CustomField9

Value of custom field 9

CustomField10

Value of custom field 10

StockLocator

Stock Locator. Specifies location of the item in warehouse

Option1

Name of the option 1 (For product families only)

Option2

Name of the option 2 (For product families only)

Option3

Name of the option 3 (For product families only)

Price1

Price tier 1

Price2

Price tier 2

Price3

Price tier 3

Price4

Price tier 4

Price5

Price tier 5

Price6

Price tier 6

Price7

Price tier 7

Price8

Price tier 8

Price9

Price tier 9

Price10

Price tier 10

UOM

Unit of measure

Tags

Comma delimited product tags

Available

Available stock (includes allocated)

OnHand

Stock on hand (doesn’t include allocated)

ProductImage

Product Image. Use this mail merge to display image

«Image:ProductImage»


Disassembly MailMerge tables

Disassembly MailMerge fields are used in the following template types: Disassembly Details, Disassembly Picking, Disassembly Labels.

Disassembly

These field codes can be used between the «TableStart:Disassembly» and «TableEnd:Disassembly» tags. This is the parent MailMerge table for the DisassemblyPicking, DisassemblyComponents and DisassemblyServices and DisassemblyLabel tables. Parent fields can be used anywhere between the parent start and end tags.

Disassembly field codes are used in disassembly details, picking and label templates.

Field Code

Description

Date

Date when disassembly task was created

DisassemblyNumber

Unique number of the disassembly task

Status

Status of the task

Location

Location where disassembly takes place

ProductCode

SKU of disassembled product

Name

Name of disassembled product

Quantity

Quantity of disassembled product

WIPDate

Date when Pick in disassembly was authorized (in case of Undo it keeps original Work in Progress date)

CompletionDate

Date when disassembly result was authorized and task status changed to Completed (in case of Undo it keeps original Completion date)

DatePrinted

Date when the document is generated

Company

Company name

AssemblyInstructionURL

URL of the assembly instruction if specified for disassembled product

StockLocator

Stock Locator field of disassembled product

Barcode

Barcode of disassembled product

AdditionalAttribute1

Additional Attribute 1 of disassembled product

AdditionalAttribute2

Additional Attribute 2 of disassembled product

AdditionalAttribute3

Additional Attribute 3 of disassembled product

AdditionalAttribute4

Additional Attribute 4 of disassembled product

AdditionalAttribute5

Additional Attribute 5 of disassembled product

AdditionalAttribute6

Additional Attribute 6 of disassembled product

AdditionalAttribute7

Additional Attribute 7 of disassembled product

AdditionalAttribute8

Additional Attribute 8 of disassembled product

AdditionalAttribute9

Additional Attribute 9 of disassembled product

AdditionalAttribute10

Additional Attribute 10 of disassembled product

ProductImage

Default image of disassembled product. Use this mail merge to display image «Image:ProductImage»

ComponentsTotalCost

Total cost of components produced as a result of disassembly (excluding cost of Labour and Overheads)

ServicesTotalAmount

Total amount of Labour and Overheads associated with disassembly

TotalCost

ComponentsTotalCost + ServicesTotalAmount

TotalComponentLines

Number of components produced as a result of disassembly

TotalComponentsQuantity

Quantity of components produced as a result of disassembly

Unit

Unit of measure

TotalServicesLines

Number of services used in disassembly


DisassemblyPicking

These field codes can be used between the «TableStart:DisassemblyPicking» and «TableEnd:DisassemblyPicking» tags. This is a child MailMerge table. Parent MailMerge table (Disassembly) 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.

DisassemblyPicking TableStart tags, TableEnd tags and field codes are used to generate tables where disassembly components to be picked are displayed, without batch numbers. Lines are pulled from the Pick tab of a disassembly.

Field Code

Description

Quantity

Quantity to pick

UnitCost

Unit cost of this product batch

Cost

Quantity * UnitCost

BatchSN

Batch/Serial number

ExpiryDate

Expiry Date

ID

Line Number

StockLocator

Stock Locator field of disassembled product

Barcode

Barcode of disassembled product

AdditionalAttribute1

Additional Attribute 1 of disassembled product

AdditionalAttribute2

Additional Attribute 2 of disassembled product

AdditionalAttribute3

Additional Attribute 3 of disassembled product

AdditionalAttribute4

Additional Attribute 4 of disassembled product

AdditionalAttribute5

Additional Attribute 5 of disassembled product

AdditionalAttribute6

Additional Attribute 6 of disassembled product

AdditionalAttribute7

Additional Attribute 7 of disassembled product

AdditionalAttribute8

Additional Attribute 8 of disassembled product

AdditionalAttribute9

Additional Attribute 9 of disassembled product

AdditionalAttribute10

Additional Attribute 10 of disassembled product

Bin

Name of the bin pick line is located at. Can be empty.


DisassemblyComponents

These field codes can be used between the «TableStart:DisassemblyComponents» and «TableEnd:DisassemblyComponents» tags. This is a child MailMerge table. Parent MailMerge table (Disassembly) 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.

DisassemblyComponents TableStart tags, TableEnd tags and field codes are used to generate tables where disassembly components are displayed. Lines are pulled from the Result tab of a disassembly.

Field Code

Description

Quantity

Quantity produced

Cost

Cost of the whole number of units (not a unit cost)

BatchSN

Batch/Serial number

ExpiryDate

Expiry Date

ProductCode

SKU of the produced product

Name

Name of the produced product

Quantity

Quantity of produced product

StockLocator

Stock Locator field of produced product

Barcode

Barcode of produced product

AdditionalAttribute1

Additional Attribute 1 of produced product

AdditionalAttribute2

Additional Attribute 2 of produced product

AdditionalAttribute3

Additional Attribute 3 of produced product

AdditionalAttribute4

Additional Attribute 4 of produced product

AdditionalAttribute5

Additional Attribute 5 of produced product

AdditionalAttribute6

Additional Attribute 6 of produced product

AdditionalAttribute7

Additional Attribute 7 of produced product

AdditionalAttribute8

Additional Attribute 8 of produced product

AdditionalAttribute9

Additional Attribute 9 of produced product

AdditionalAttribute10

Additional Attribute 10 of produced product

PriceTier1

Price tier 1 of produced product

PriceTier2

Price tier 2 of produced product

PriceTier3

Price tier 3 of produced product

PriceTier4

Price tier 4 of produced product

PriceTier5

Price tier 5 of produced product

PriceTier6

Price tier 6 of produced product

PriceTier7

Price tier 7 of produced product

PriceTier8

Price tier 8 of produced product

PriceTier9

Price tier 9 of produced product

PriceTier10

Price tier 10 of produced product

ProductImage

Default image of produced product. Use this mail merge to display image «Image:ProductImage»

ID

Line Number

Unit

Unit of measure

Bin

Name of the bin disassembled component is placed to. Can be empty.


DisassemblyServices

These field codes can be used between the «TableStart:DisassemblyServices» and «TableEnd:DisassemblyServices» tags. This is a child MailMerge table. Parent MailMerge table (Disassembly) 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.

DisassemblyServices TableStart tags, TableEnd tags and field codes are used to generate tables where disassembly services are displayed. Lines are pulled from the Result tab of a disassembly.

Field Code

Description

Amount

Amount of money spent on this service. It is distributed between components to calculate unit cost of produced products

ProductCode

SKU of the service

Name

Name of the service

Barcode

Barcode of service

AdditionalAttribute1

Additional Attribute 1

AdditionalAttribute2

Additional Attribute 2

AdditionalAttribute3

Additional Attribute 3

AdditionalAttribute4

Additional Attribute 4

AdditionalAttribute5

Additional Attribute 5

AdditionalAttribute6

Additional Attribute 6

AdditionalAttribute7

Additional Attribute 7

AdditionalAttribute8

Additional Attribute 8

AdditionalAttribute9

Additional Attribute 9

AdditionalAttribute10

Additional Attribute 10

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

ID

Line Number

Comments

User entered comments


DisassemblyLabel

These field codes can be used between the «TableStart:DisassemblyLabel» and «TableEnd:DisassemblyLabel» tags. This is a standalone MailMerge table.

DisassemblyLabel TableStart tags, TableEnd tags and field codes are used to generate product labels for disassembly items.

Field Code

Description

Location

Location where disassembly takes place

Unit

Unit of measure of produced product

Quantity

Quantity produced

ProductCode

SKU of produced product

Name

Name of produced product

Company

Company name

DatePrinted

Date when the document is generated

BatchOrSerialNumber

Batch/Serial number of produced product

ExpiryDate

Expiry date of produced product

Cost

Cost of produced product

StockLocator

Stock Locator field of produced product

Barcode

Barcode of produced product

AdditionalAttribute1

Additional Attribute 1 of produced product

AdditionalAttribute2

Additional Attribute 2 of produced product

AdditionalAttribute3

Additional Attribute 3 of produced product

AdditionalAttribute4

Additional Attribute 4 of produced product

AdditionalAttribute5

Additional Attribute 5 of produced product

AdditionalAttribute6

Additional Attribute 6 of produced product

AdditionalAttribute7

Additional Attribute 7 of produced product

AdditionalAttribute8

Additional Attribute 8 of produced product

AdditionalAttribute9

Additional Attribute 9 of produced product

AdditionalAttribute10

Additional Attribute 10 of produced product

PriceTier1

Price tier 1 of produced product

PriceTier2

Price tier 2 of produced product

PriceTier3

Price tier 3 of produced product

PriceTier4

Price tier 4 of produced product

PriceTier5

Price tier 5 of produced product

PriceTier6

Price tier 6 of produced product

PriceTier7

Price tier 7 of produced product

PriceTier8

Price tier 8 of produced product

PriceTier9

Price tier 9 of produced product

PriceTier10

Price tier 10 of produced product

ProductImage

Default image of produced product. Use this mail merge to display image «Image:ProductImage»

Bin

Name of the bin disassembled component is placed to. Can be empty.


DisassemblyLabelsBatch

These field codes can be used between the «TableStart:DisassemblyLabelsBatch» and «TableEnd:DisassemblyLabelsBatch» tags. This is a standalone MailMerge table.

DisassemblyLabelsBatch TableStart tags, TableEnd tags and field codes are used to generate product labels for disassembly items. The table contains the same content as DisassemblyLabel except that for each line with X quantity in DisassemblyLabel there are X lines in DisassemblyLabelsBatch.

Field Code

Description

Location

Location where disassembly takes place

Unit

Unit of measure of produced product

Quantity

Quantity produced

ProductCode

SKU of produced product

Name

Name of produced product

Company

Company name

DatePrinted

Date when the document is generated

BatchOrSerialNumber

Batch/Serial number of produced product

ExpiryDate

Expiry date of produced product

Cost

Cost of produced product

StockLocator

Stock Locator field of produced product

Barcode

Barcode of produced product

AdditionalAttribute1

Additional Attribute 1 of produced product

AdditionalAttribute2

Additional Attribute 2 of produced product

AdditionalAttribute3

Additional Attribute 3 of produced product

AdditionalAttribute4

Additional Attribute 4 of produced product

AdditionalAttribute5

Additional Attribute 5 of produced product

AdditionalAttribute6

Additional Attribute 6 of produced product

AdditionalAttribute7

Additional Attribute 7 of produced product

AdditionalAttribute8

Additional Attribute 8 of produced product

AdditionalAttribute9

Additional Attribute 9 of produced product

AdditionalAttribute10

Additional Attribute 10 of produced product

PriceTier1

Price tier 1 of produced product

PriceTier2

Price tier 2 of produced product

PriceTier3

Price tier 3 of produced product

PriceTier4

Price tier 4 of produced product

PriceTier5

Price tier 5 of produced product

PriceTier6

Price tier 6 of produced product

PriceTier7

Price tier 7 of produced product

PriceTier8

Price tier 8 of produced product

PriceTier9

Price tier 9 of produced product

PriceTier10

Price tier 10 of produced product

ProductImage

Default image of produced product. Use this mail merge to display image «Image:ProductImage»

Bin

Name of the bin disassembled component is placed to. Can be empty.

Job Costing MailMerge tables

Job Costing MailMerge fields are used in the following template types: Job Costing Planned Expenses, Job Costing Actual Expenses

Note: Job Planned Expense template only pulls data if an Authorized Assembly Order is added to Job milestone. Once an Assembly task is completed, it will not be able to print as data is pushed to Job Actual expense. Job Actual Expense only pulls data if a Completed Assembly Order is associated with a job milestone.

JobCosting

These field codes can be used between the «TableStart:JobCosting» and «TableEnd:JobCosting» tags. This is the parent MailMerge table for the PlannedManufacturing, PlannedManufacturingComponents and ActualExpenses and ActualExpenseComponents tables. Parent fields can be used anywhere between the parent start and end tags.

JobCosting field codes are used in the job costing planned expenses and job costing actual expenses templates.

Field Code

Description

StartDate

Date when Job started (user-defined)

CompletedDate

Date when Job completed (user-defined)

JobNumber

Unique Job reference

Status

Current Job status

Name

Job description

AccountCode

Job account code

AccountName

Job account name

Contact

Job contact name

DatePrinted

Date when the document is generated

Company

Company name

Comments

Comments of a job

AddressLine1

Job address line 1

AddressLine2

Job address line 2

EstimatedValue

Estimated job value

BudgetedMargin

Default margin that is applied to new sale invoices generated by a job

AdditionalAttribute1

Additional Attribute 1 of a job

AdditionalAttribute2

Additional Attribute 2 of a job

AdditionalAttribute3

Additional Attribute 3 of a job

AdditionalAttribute4

Additional Attribute 4 of a job

AdditionalAttribute5

Additional Attribute 5 of a job

AdditionalAttribute6

Additional Attribute 6 of a job

AdditionalAttribute7

Additional Attribute 7 of a job

AdditionalAttribute8

Additional Attribute 8 of a job

AdditionalAttribute9

Additional Attribute 9 of a job

AdditionalAttribute10

Additional Attribute 10 of a job

ProjectManager

Name of project manager who is responsible for a job

Phone

Job contact’s phone number

Customer

Name of a Customer job is being associated with


PlannedManufacturing

These field codes can be used between the «TableStart:PlannedManufacturing» and «TableEnd:PlannedManufacturing» tags. This is a parent table for the PlannedManufacturingComponent table and a child table for the JobCosting table. Parent MailMerge table 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.

PlannedManufacturing TableStart tags, TableEnd tags and field codes are used to generate tables of details for authorized assembly orders for a job milestone. Once an Assembly task is completed, it will not be able to print as data is pushed to Job Actual expense.

Field Code

Description

AssemblyNumber

Unique identifier of Finished Goods task with Authorized status

ItemDescription

Name of a product being produced

SKU

SKU of a product being produced

Quantity

Quantity of a product being produced

Cost

Estimated cost of a product being produced

Barcode

Barcode of a product being produced

AdditionalAttribute1

Additional Attribute 1 of a product being produced

AdditionalAttribute2

Additional Attribute 2 of a product being produced

AdditionalAttribute3

Additional Attribute 3 of a product being produced

AdditionalAttribute4

Additional Attribute 4 of a product being produced

AdditionalAttribute5

Additional Attribute 5 of a product being produced

AdditionalAttribute6

Additional Attribute 6 of a product being produced

AdditionalAttribute7

Additional Attribute 7 of a product being produced

AdditionalAttribute8

Additional Attribute 8 of a product being produced

AdditionalAttribute9

Additional Attribute 9 of a product being produced

AdditionalAttribute10

Additional Attribute 10 of a product being produced

Date

Date when finished goods task was created

Unit

Unit of measure of a product being produced

ID

Sequential finished goods task number in the list (from 1 onwards)


PlannedManufacturingComponents

These field codes can be used between the «TableStart:PlannedManufacturingComponents» and «TableEnd:PlannedManufacturingComponents» tags. This is a child MailMerge table. Parent MailMerge tables (PlannedManufacturing and JobCosting) 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.

PlannedManufacturingComponents TableStart tags, TableEnd tags and field codes are used to generate tables of components for authorized assembly orders for a job milestone. Once an Assembly task is completed, it will not be able to print as data is pushed to Job Actual expense.

Field Code

Description

ItemDescription

Name of component used to produce finished goods product

SKU

SKU of component used to produce finished goods product

Quantity

Quantity of component used to produce finished goods product

Cost

Average Cost/Service cost of component used to produce finished goods product

Barcode

Barcode of component used to produce finished goods product

AdditionalAttribute1

Additional Attribute 1of component used to produce finished goods product

AdditionalAttribute2

Additional Attribute 2 of component used to produce finished goods product

AdditionalAttribute3

Additional Attribute 3 of component used to produce finished goods product

AdditionalAttribute4

Additional Attribute 4 of component used to produce finished goods product

AdditionalAttribute5

Additional Attribute 5 of component used to produce finished goods product

AdditionalAttribute6

Additional Attribute 6 of component used to produce finished goods product

AdditionalAttribute7

Additional Attribute 7 of component used to produce finished goods product

AdditionalAttribute8

Additional Attribute 8 of component used to produce finished goods product

AdditionalAttribute9

Additional Attribute 9 of component used to produce finished goods product

AdditionalAttribute10

Additional Attribute 10 of component used to produce finished goods product

Unit

Unit of measure of component used to produce finished goods product

ID

Sequential product component number in the list (from 1 onwards)


ActualExpenses

These field codes can be used between the «TableStart:ActualExpenses» and «TableEnd:ActualExpenses» tags. This is a parent table for the ActualExpenseComponent table and a child table for the JobCosting table. Parent MailMerge table 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.

ActualExpenses TableStart tags, TableEnd tags and field codes are used to generate tables for completed assembly orders for a job milestone.

Field Code

Description

TaskNumber

Unique identifier of Expense task associated with the job

ItemDescription

Name of a product being produced (only for finished goods tasks)

SKU

SKU of a product being produced (only for finished goods tasks)

Quantity

Quantity of a products in expense task

ExpenseAmount

Actual total amount of Expense task associated with the job

Barcode

Barcode of a product produced (only for finished goods tasks)

AdditionalAttribute1

Additional Attribute 1 of a product produced (only for finished goods tasks)

AdditionalAttribute2

Additional Attribute 2 of a product produced (only for finished goods tasks)

AdditionalAttribute3

Additional Attribute 3 of a product produced (only for finished goods tasks)

AdditionalAttribute4

Additional Attribute 4 of a product produced (only for finished goods tasks)

AdditionalAttribute5

Additional Attribute 5 of a product produced (only for finished goods tasks)

AdditionalAttribute6

Additional Attribute 6 of a product produced (only for finished goods tasks)

AdditionalAttribute7

Additional Attribute 7 of a product produced (only for finished goods tasks)

AdditionalAttribute8

Additional Attribute 8 of a product produced (only for finished goods tasks)

AdditionalAttribute9

Additional Attribute 9 of a product produced (only for finished goods tasks)

AdditionalAttribute10

Additional Attribute 10 of a product produced (only for finished goods tasks)

Date

Date when finished goods task/Issue to production task was created or Invoice date of purchase task

Unit

Unit of measure of a product produced (only for finished goods tasks)

ID

Sequential expense task number in the list (from 1 onwards)


ActualExpenseComponents

These field codes can be used between the «TableStart:ActualExpenseComponents» and «TableEnd:ActualExpenseComponents» tags. This is a child MailMerge table. Parent MailMerge tables (ActualExpenses and JobCosting) 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.

ActualExpenseComponents TableStart tags, TableEnd tags and field codes are used to generate tables of expense components from completed assembly orders for a job milestone.

Field Code

Description

ItemDescription

Name of product in Expense task / component used to produce finished goods product

SKU

SKU of product in Expense task / component used to produce finished goods product

TotalQuantity

Total Quantity of product in Expense task / component used to produce finished goods product

ExpenseAmount

Actual expense associated with product in Expense task / component used to produce finished goods product

Barcode

Barcode of product in Expense task / component used to produce finished goods product

AdditionalAttribute1

Additional Attribute 1of product in Expense task / component used to produce finished goods product

AdditionalAttribute2

Additional Attribute 2 of product in Expense task / component used to produce finished goods product

AdditionalAttribute3

Additional Attribute 3 of product in Expense task / component used to produce finished goods product

AdditionalAttribute4

Additional Attribute 4 of product in Expense task / component used to produce finished goods product

AdditionalAttribute5

Additional Attribute 5 of product in Expense task / component used to produce finished goods product

AdditionalAttribute6

Additional Attribute 6 of product in Expense task / component used to produce finished goods product

AdditionalAttribute7

Additional Attribute 7 of product in Expense task / component used to produce finished goods product

AdditionalAttribute8

Additional Attribute 8 of product in Expense task / component used to produce finished goods product

AdditionalAttribute9

Additional Attribute 9 of product in Expense task / component used to produce finished goods product

AdditionalAttribute10

Additional Attribute 10 of product in Expense task / component used to produce finished goods product

Unit

Unit of measure of product in Expense task / component used to produce finished goods product

ID

Sequential product number in the list (from 1 onwards)


Product Specification MailMerge tables

Product Specification MailMerge fields are used in the following template types: Product Specification, Lot Recall.

Product

These field codes can be used between the «TableStart:Product» and «TableEnd:Product» tags. This is the parent MailMerge table for the BOMComponents, BOMServices and Suppliers table. Parent fields can be used anywhere between the parent start and end tags.

Product field codes can be used in the Product Specification and Lot Recall templates.

Field Code

Description

ProductCode

Product SKU

Name

Product name

ShortDescription

Product Short Description

Category

Product category

Type

“Stock” or “Service”

Company

Company name

DatePrinted

Date when the document is generated

CostingMethod

Product costing method

Length

Product length dimension value

Width

Product width dimension value

Height

Product height dimension value

DimensionUnits

Dimension Unit of measure

Weight

Product weight

UnitofMeasure

Product unit of measure

Barcode

Product Barcode value

MinimumBeforeReorder

Product stock level below which Reorder function becomes active for this product

ReorderQuantity

Quantity of the product to reorder when it’s available quantity falls below Minimum Before Reorder level. If 0 is specified then Product is not included in reorder. Has no effect on Reorder Backordered stock function

DefaultLocation

Product location by default

PriceTier1Name

Name of Price tier 1 as defined in General Settings

PriceTier2Name

Name of Price tier 2 as defined in General Settings

PriceTier3Name

Name of Price tier 3 as defined in General Settings

PriceTier4Name

Name of Price tier 4 as defined in General Settings

PriceTier5Name

Name of Price tier 5 as defined in General Settings

PriceTier6Name

Name of Price tier 6 as defined in General Settings

PriceTier7Name

Name of Price tier 7 as defined in General Settings

PriceTier8Name

Name of Price tier 8 as defined in General Settings

PriceTier9Name

Name of Price tier 9 as defined in General Settings

PriceTier10Name

Name of Price tier 10 as defined in General Settings

Price1

Product Tier 1 Price. Will be 0 if no access to Prices information is granted for current user on Product page.

Price2

Product Tier 2 Price. Will be 0 if no access to Prices information is granted for current user on Product page.

Price3

Product Tier 3 Price. Will be 0 if no access to Prices information is granted for current user on Product page.

Price4

Product Tier 4 Price. Will be 0 if no access to Prices information is granted for current user on Product page.

Price5

Product Tier 5 Price. Will be 0 if no access to Prices information is granted for current user on Product page.

Price6

Product Tier 6 Price. Will be 0 if no access to Prices information is granted for current user on Product page.

Price7

Product Tier 7 Price. Will be 0 if no access to Prices information is granted for current user on Product page.

Price8

Product Tier 8 Price. Will be 0 if no access to Prices information is granted for current user on Product page.

Price9

Product Tier 9 Price. Will be 0 if no access to Prices information is granted for current user on Product page.

Price10

Product Tier 10 Price. Will be 0 if no access to Prices information is granted for current user on Product page.

HasBOM

“Yes” if product has Bill of Materials, otherwise “No”

AverageCost

Product average cost

FamilyName

Product family name

Description

Product Description (multiline)

AttributeSet

Name of the product additional attribute set

AdditionalAttribute1Name

Name of the attribute 1 of the attribute set assigned to product

AdditionalAttribute2Name

Name of the attribute 2 of the attribute set assigned to product

AdditionalAttribute3Name

Name of the attribute 3 of the attribute set assigned to product

AdditionalAttribute4Name

Name of the attribute 4 of the attribute set assigned to product

AdditionalAttribute5Name

Name of the attribute 5 of the attribute set assigned to product

AdditionalAttribute6Name

Name of the attribute 6 of the attribute set assigned to product

AdditionalAttribute7Name

Name of the attribute 7 of the attribute set assigned to product

AdditionalAttribute8Name

Name of the attribute 8 of the attribute set assigned to product

AdditionalAttribute9Name

Name of the attribute 9 of the attribute set assigned to product

AdditionalAttribute10Name

Name of the attribute 10 of the attribute set assigned to product

AdditionalAttribute1

Value of the product additional attribute 1

AdditionalAttribute2

Value of the product additional attribute 2

AdditionalAttribute3

Value of the product additional attribute 3

AdditionalAttribute4

Value of the product additional attribute 4

AdditionalAttribute5

Value of the product additional attribute 5

AdditionalAttribute6

Value of the product additional attribute 6

AdditionalAttribute7

Value of the product additional attribute 7

AdditionalAttribute8

Value of the product additional attribute 8

AdditionalAttribute9

Value of the product additional attribute 9

AdditionalAttribute10

Value of the product additional attribute 10

DiscountRule

Product Discount rule name. “No Discount” if no rule is assigned

Status

“Active” or “Deprecated”

Tags

Product Tags

FamilyOption1Value

Product family option 1 value. Only filled in when Product is part of the family

FamilyOption2Value

Product family option 2 value. Only filled in when Product is part of the family

FamilyOption3Value

Product family option 3 value. Only filled in when Product is part of the family

QuantityToProduce

Specified number of units of the product that will be manufactured when specified quantities in BOM are used

StockLocator

Product stock locator

KitAutoAssembly

Kit / Auto-assembly option. “Yes” or “No”.

COGSAccount

[Account Code]: [Account Name] for COGS account if selected for the product. Only for Stock type

RevenueAccount

[Account Code]: [Account Name] for Revenue account if selected for the product

ExpenseAccount

[Account Code]: [Account Name] for Expense account if selected for the product. Only for Service type.

InventoryAccount

[Account Code]: [Account Name] for Inventory account if selected for the product. Only for Stock type

DropShipMode

Product Drop Ship mode. “No Drop Ship”, “Optional Drop Ship” or “Always Drop Ship”

PurchaseTax

Tax Rule used when purchasing the product

SaleTax

Tax Rule used when selling the product

AutoDisassembly

Auto-disassembly option. “Yes” or “No”

Image:ProductImage

Default product image. Assumes size of its container table cell

BOMComponentsCount

Number of lines in BOMComponents child table

BOMComponentsAverageCostTotal

Summary of AverageCostTotal field in BOMComponents child table

BOMComponentsFixedPriceTotal

Summary of FixedPriceTotal field in BOMComponents child table

BOMComponentsLatestPriceTotal

Summary of LatestPriceTotal field in BOMComponents child table

BOMServicesCount

Number of lines in BOMServices child table

BOMServicesTotal

Summary of Cost field in BOMServices child table

SuppliersCount

Number of lines in Suppliers child table

BOMAverageCostTotal

BOMComponentsAverageCostTotal + BOMServicesTotal

BOMFixedPriceTotal

BOMComponentsFixedPriceTotal + BOMServicesTotal

BOMLatestPriceTotal

BOMComponentsLatestPriceTotal + BOMServicesTotal


BOMComponents

These field codes can be used between the «TableStart:BOMComponents» and «TableEnd:BOMComponents» tags. This is a child MailMerge table. Parent MailMerge table (Product) 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.

BOMComponents TableStart tags, TableEnd tags and field codes are used to generate tables where component items in a product's BOM are displayed.

Field Code

Description

ProductCode

BOM component SKU

Name

BOM component name

SKU

SKU of a product being produced

Quantity

Quantity of a BOM component required to produce QuantityToProduce units of product

WastagePercent

Wastage percent of a BOM component

WastageQuantity

Quantity of a BOM component going to waste when producing QuantityToProduce units of product

CostPercentage

Percentage of the cost this BOM component received when disassembling product

AverageCostPerUnit

BOM component average cost

AverageCostTotal

Total Cost of this BOM line including wastage calculated using Average Cost

Barcode

BOM component barcode

Image:ProductImage

BOM component default image. Assumes size of its container table cell

LatestPurchasePricePerUnit

Latest purchase price of BOM Component

LatestPurchasePriceTotal

Total Cost of this BOM line including wastage calculated using Latest Purchase Price

FixedPurchasePricePerUnit

Fixed purchase price of BOM Component

FixedPurchasePriceTotal

Total Cost of this BOM line including wastage calculated using Fixed Purchase Price

HasBOM

“Yes” if BOM component has Bill of Materials, otherwise “No”

StockLocator

BOM Component stock locator

UnitOfMeasure

Unit of measure of BOM component. Quantity is expressed in these units

ID

Sequential finished goods task number in the list (from 1 onwards)


BOMServices - Labour and Overheads

These field codes can be used between the «TableStart:BOMServices» and «TableEnd:BOMServices» tags. This is a child MailMerge table. Parent MailMerge table (Product) 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.

BOMServices TableStart tags, TableEnd tags and field codes are used to generate tables where service items in a product's BOM are displayed.

Field Code

Description

ProductCode

BOM component SKU

Name

BOM component name

Quantity

Quantity of service units used to produce finished goods product

ExpenseAccount

Expense account code + Expense account name used to allocate Labour & Overheads expenses associated with Manufacturing

Cost

Total line cost

UnitOfMeasure

Unit of measure of the service. Quantity is expressed in these units


Suppliers

These field codes can be used between the «TableStart:Suppliers» and «TableEnd:Suppliers» tags. This is a child MailMerge table. Parent MailMerge table (Product) 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.

Suppliers TableStart tags, TableEnd tags and field codes are used to generate tables where suppliers for a product are displayed.

Field Code

Description

SupplierName

Name of the supplier

LatestPurchasePrice

Latest price the product was purchased with from this supplier

FixedPurchasePrice

Fixed purchase price set for this product by the supplier

SupplierSKU

Supplier product SKU

SupplierProductName

Supplier product name

URL

This product’s webpage on supplier’s site

DropShipSupplier

“Yes” if this supplier is marked as Drop Ship supplier, “No” otherwise


ProductionBoms

These field codes can be used between the «TableStart:ProductionBoms» and «TableEnd:ProductionBoms» tags. This is a child MailMerge table. Parent MailMerge table (Product) 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.

ProductionBoms TableStart tags, TableEnd tags and field codes are used to display production BOM details within the Product Specification template.

Field Code

Description

VersionName

Name of the production BOM version.

VersionNumber

Production BOM version number.

OutputQuantity

Output quantity for the primary product of the production BOM.

BufferPercent

Manufacturing buffer percentage added to the total production time.

IgnoreCumulativeLeadTime

Whether cumulative lead time is ignored or added to the production lead time.

If no, the lead time for component replenishment is calculated from the values set on the Suppliers tab of the Product page. If yes, the lead time is ComponentProductionLeadTime.

ComponentProductionLeadTime

Lead time for components if IgnoreCumulativeLeadTime is checked.

DeliveryToLocation

Delivery To location of finished product output.

CostAllocationType

How costs are allocated when a production BOM contains more than one finished product - Net Realised Value or Sales Value.

ProductionBomTotalCost

Total cost of the production BOM components and resources for the BOM quantity.

ProductionBomOperations

These field codes can be used between the «TableStart:ProductionBomOperations» and «TableEnd:ProductionBomOperations» tags. This is a child MailMerge table. Parent MailMerge table (ProductionBoms) 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.

ProductionBomOperations TableStart tags, TableEnd tags and field codes are used to generate tables where production BOM operations for a product are displayed within the Product Specification template.

Field Code

Description

Sequence

Sequence number of the operation.

PreviousStep

Previous operation name and sequence number.

OperationType

Type of operation (Setup, Manufacturing, Quality Control, Co-manufacturing)

OperationName

Name of the operation.

CycleTime

Operation cycle time.

UnitsPerCycle

Units produced per cycle.

WorkCenterName

Work center where operation takes place.

TotalCost

Total cost of the completed operation.

ProductionBomOperationComponent

These field codes can be used between the «TableStart:ProductionBomOperationComponents» and «TableEnd:ProductionBomOperationComponents» tags. This is a child MailMerge table. Parent MailMerge table (ProductionBomOperations) 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.

ProductionBomOperationComponent TableStart tags, TableEnd tags and field codes are used to generate tables where components for production BOM operations are displayed within the Product Specification template.

Field Code

Description

ProductName

Component SKU and name.

Quantity

Component quantity for this operation.

Unit

Component unit of measure.

WastagePercent

Component wastage as a percentage.

WastageQuantity

Component wastage as a quantity of the unit of measure.

CostPerUnit

Average cost of unit of component.

TotalCost

Average cost of total units of components used in the operation.

ProductionBomOperationResources

These field codes can be used between the «TableStart:ProductionBomOperationResources» and «TableEnd:ProductionBomOperationResources» tags. This is a child MailMerge table. Parent MailMerge table (ProductionBomOperations) 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.

ProductionBomOperationResources TableStart tags, TableEnd tags and field codes are used to generate tables where resources for production BOM operations are displayed within the Product Specification template.

Field Code

Description

ResourceName

Resource SKU and name.

Quantity

Resource quantity for this operation.

CostPerUnit

Average cost of unit of resource.

TotalCost

Average cost of total units of resource used in the operation.

ProductionBomOperationFinishedProducts

These field codes can be used between the «TableStart:ProductionBomOperationFinishedProducts» and «TableEnd:ProductionBomOperationFinishedProducts» tags. This is a child MailMerge table. Parent MailMerge table (ProductionBomOperations) 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.

ProductionBomOperationFinishedProducts TableStart tags, TableEnd tags and field codes are used to generate tables where finished product outputs of a production BOM operation are displayed within the Product Specification template. This section is only displayed if more than one finished product is produced from a production BOM.

Field Code

Description

ProductName

Finished product SKU and name.

Quantity

Quantity of finished product produced in this operation.

ProductionBomOperationInputs

These field codes can be used between the «TableStart:ProductionBomOperationInputs» and «TableEnd:ProductionBomOperationInputs» tags. This is a child MailMerge table. Parent MailMerge table (ProductionBomOperations) 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.

ProductionBomOperationInputs TableStart tags, TableEnd tags and field codes are used to generate tables where inputs for production BOM operations are displayed within the Product Specification template.

Field Code

Description

ProductName

Input SKU and name.

Quantity

Quantity of input used in this operation.

ProductionBomOperationOutputs

These field codes can be used between the «TableStart:ProductionBomOperationOutputs» and «TableEnd:ProductionBomOperationOutputs» tags. This is a child MailMerge table. Parent MailMerge table (ProductionBomOperations) 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.

ProductionBomOperationOutputs TableStart tags, TableEnd tags and field codes are used to generate tables where outputs of production BOM operations are displayed within the Product Specification template. This section is only displayed if wastage is enabled in production process settings.

Field Code

Description

ProductName

Output SKU and name.

Quantity

Quantity of output produced in this operation.

ProductionBomFinishedOutput

These field codes can be used between the «TableStart:ProductionBomFinishedOutput» and «TableEnd:ProductionBomFinishedOutput» tags. This is a child MailMerge table. Parent MailMerge table (ProductionBoms) 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.

ProductionBomOperationFinishedOutput TableStart tags, TableEnd tags and field codes are used to generate tables where the finished product output of the entire production BOM is displayed within the Product Specification template.

Field Code

Description

ProductName

Finished product SKU and name.

Unit

Finished product unit of measure.

PriceTier

Sales value - Price tier of the sold finished product (used for cost allocation).

CostPerUnit

Sales value per unit of finished product.

EstimatedCostPerUnit

Estimated production cost per unit of finished product.

EstimatedTotalCost

Average total production cost of finished products.

DeliveryToLocation

Delivery to location of finished product.

ProductionBomWastage

These field codes can be used between the «TableStart:ProductionBomWastage» and «TableEnd:ProductionBomWastage» tags. This is a child MailMerge table. Parent MailMerge table (ProductionBoms) 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.

ProductionBomWastage TableStart tags, TableEnd tags and field codes are used to generate tables where the cost of wastage for a production BOM is displayed within the Product Specification template.

Field Code

Description

ProductName

Product SKU and name.

FixedPriceTier

Price tier to assign wastage cost.

CostPerUnit

Cost per unit of product wastage.

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