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 familiarize 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: Cin7 Core has a dedicated support team for resolving template issues, don't hesitate to contact Cin7 Core Support for help.
Before you start
- Manage Document and Email Templates (required) - please start here first if you are unfamiliar with how MailMerge fields work.
Table structure
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 customize 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.
Sale MailMerge table
Sale 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
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 |
| SaleID | Sale ID |
| Company | Company name |
| Line1 | Company Address Line1 |
| Line2 | Company Address Line2 |
| Line3 | Company Address Line3 |
| Line4 | Company country |
| 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 |
| CustomerDisplayName | Customer display name |
| CustomerParentName | Customer parent 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 |
| CustomerDisplayName | Customer display name |
| CustomerParentName | Customer parent name |
| 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 | Fulfillment 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 |
| ShippingNotes | Shipping 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 |
| OrderDue | Order Due: Sales Order Total + Order Additional Charges − Prepayments + Surcharge. |
| 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) |
| Cin7Pay | This mail merge field will be replaced by the Pay Online hyperlink image enabling clients to pay the invoice by Cin7Pay. Cin7Pay should be enabled and configured. |
| 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. |
| QBOPaymentGatewayPay | This mail merge field will be replaced by Pay By QuickBooks Online Payments hyperlink image enabling clients to pay the invoice by QuickBooks Online Payments. QuickBooks Online Payments integration should be enabled and configured. |
| AuthorizeNetPay | This mail merge field will be replaced by Pay By Authorize.net hyperlink image enabling clients to pay the invoice by Authorize.net. Authorize.net 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
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 |
| HSCode | HS Code |
| CountryOfOrigin | Country Of Origin |
| 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
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
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
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
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 |
| HSCode | HS Code |
| CountryOfOrigin | Country Of Origin |
| 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
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
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
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 |
| ProductNote | Product Internal Note |
| Unit | Unit of measure |
| Quantity | Quantity to pick |
| Location | Location |
| BatchOrSerialNumber | Batch or Serial number |
| Barcode | Barcode |
| HSCode | HS Code |
| CountryOfOrigin | Country Of Origin |
| 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
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
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
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 |
| HSCode | HS Cod |
| CountryOfOrigin | Country Of Origin |
| 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 |
| WarrantyRegistrationNumber | Warranty Registration Number if Warranty is setup & have it |
| WarrantyStartDate | Warranty Start Date if Warranty is setup & have it |
| WarrantyExpiryDate | Warranty Expiry Date if Warranty is setup & have it |
| WarrantyAgreement | Warranty Agreement if Warranty is setup & have it |
BoxContent
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
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 |
| TrackingURL | Tracking URL with tracking number |
InvoiceLines
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 |
| 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 |
| Type | ACCREC |
| AccountCode | Sale account used |
| Barcode | Barcode |
| HSCode | HS Code |
| CountryOfOrigin | Country Of Origin |
| 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
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
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 |
| HSCode | HS Code |
| CountryOfOrigin | Country Of Origin |
| 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» |
| 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
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
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
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 |
| ProductNote | Product 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 |
| HSCode | HS Code |
| CountryOfOrigin | Country Of Origin |
| 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
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
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
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 |
| ProductNote | Product Internal Note |
| Unit | Units of measure |
| Quantity | Restock quantity |
| Location | Warehouse location |
| BatchOrSerialNumber | Batch or serial number to restock |
| Barcode | Barcode |
| HSCode | HS Code |
| CountryOfOrigin | Country Of Origin |
| 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
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
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
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
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
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
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
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 |
| CustomerDisplayName | Customer display name |
| CustomerParentName | Customer parent name |
| CustomerFax | Customer Fax |
| CustomerEmail | Customer Email |
| CustomerWebsite | Customer Website |
| CustomerContact | Customer Contact |
| CustomerPhone | Customer Phone |
| CustomerDisplayName | Customer display name |
| CustomerParentName | Customer parent name |
| 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
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
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
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
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
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
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
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
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
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 |
| CustomerDisplayName | Customer display name |
| CustomerParentName | Customer parent name |
| CustomerFax | Customer Fax |
| CustomerEmail | Customer Email |
| CustomerWebsite | Customer Website |
| CustomerContact | Customer Contact |
| CustomerPhone | Customer Phone |
| CustomerDisplayName | Customer display name |
| CustomerParentName | Customer parent name |
| 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
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
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 | Cin7 Core Organization name |
| CustomerName | Name of the customer |
| CustomerDisplayName | Customer display name |
| CustomerParentName | Customer parent name |
| 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 |
| Currency | Customer Currency |
| ActivityDueAmount | Activity Due Amount |
| ActivityPaidAmount | Activity Paid Amount |
| OutstandingDueAmount | Outstanding Due Amount |
| OutstandingPaidAmount | Outstanding Paid Amount |
Activity
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
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 |