Sale Process and Customer MailMerge Fields for Cin7 Core Templates

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

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

Prerequisites

Manage Document and Email Templates (required) - please start here first if you are unfamiliar with how MailMerge fields work.

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

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

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

Sample Structure:

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

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

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

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

FIELD NAMES:Don't change these.

FIELD CODES: Change these.

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

Sale process MailMerge table

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

Sale

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
CustomerFax	Customer Fax
CustomerEmail	Customer Email
CustomerWebsite	Customer Website
BillingContact	Customer’s Billing Contact
CustomerContact	Customer Contact
CustomerPhone	Customer Phone
CustomerJobTitle	Customer contact’s job title
CustomerMobilePhone	Customer contact’s mobile phone number
Terms	Payment terms
BillingAddressLine1	Customer Billing Address Line1
BillingAddressLine2	Customer Billing Address Line2
CustomerReference	Customer Reference (e.g. Purchase Order Number)
TaxNumber	Customer Tax Number
InvoiceNumber	Invoice Number
InvoiceDate	Invoice Date
InvoiceDueDate	Invoice Due Date
RequiredBy	Shipment Required By
Currency	Customer Currency
Tax	TaxRule Name for document
SONumber	Sale Order Number
Fulfilmentnumber	Fulfilment number associated/Linked with Invoice
Date	Date of the document
Location	Warehouse Location
QuoteMemo	Quote Memo. Additional information you would like to print on the quote
InvoiceMemo	Invoice Memo. Additional information you would like to print on the invoice
CreditNoteMemo	Credit Note Memo. Additional information you would like to print on the credit note
OrderMemo	Sale Order Memo. Additional information you would like to print on the sale order
Note	Internal note from the task header
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
InvoiceLinesBeforeTax	Invoice Lines Before Tax
InvoiceLinesTax	Invoice Lines Tax
InvoiceLinesTotal	Invoice Lines Total
InvoiceAdditionalCostLinesBeforeTax	Invoice Additional Cost Lines Before Tax
InvoiceAdditionalCostLinesTax	Invoice Additional Cost Lines Tax
InvoiceAdditionalCostLinesTotal	Invoice Additional Cost Lines Total
InvoiceBalance	Invoice Balance
CreditNoteLinesBeforeTax	Credit Note Lines Before Tax
CreditNoteLinesTax	Credit Note Lines Tax
CreditNoteLinesTotal	Credit Note Lines Total
CreditNoteAdditionalCostLinesBeforeTax	Credit Note Additional Cost Lines Before Tax
CreditNoteAdditionalCostLinesTax	Credit Note Additional Cost Lines Tax
CreditNoteAdditionalCostLinesTotal	Credit Note Additional Cost Lines Total
CreditNoteBalance	Credit Note Balance
TotalCostOfGoods	Total Cost Of Goods for the document
TotalPayments	Total Payments for invoices
InvoiceTax	Invoice Tax
InvoiceBeforeTax	Invoice Before Tax
InvoiceTotal	Invoice Total
CreditNoteTax	Credit Note Tax
CreditNoteBeforeTax	Credit Note Before Tax
CreditNoteTotal	Credit Note Total
TotalRefunds	Total Refunds
QuoteTotalDiscount	Total Discount amount applied to Quote
SOTotalDiscount	Total Discount amount applied to Order
InvoiceTotalDiscount	Total Discount amount applied to Invoice
CreditNoteTotalDiscount	Total Discount amount applied to Credit Note
DatePrinted	Date Printed
DueOrCredit	Due Or Credit
LinesInQuoteLines	Total Lines In Quote Lines Table
LinesInQuoteAdditionalCharges	Total Lines In Quote Additional Charges table
LinesInInvoice	Total Lines In Invoice table
LinesInInvoiceAdditionalCharges	Total Lines In Invoice Additional Charges table
LinesInBackorderedInvoice	Total Lines In Backordered Invoice table
LinesInPrepayment	Total Lines In Prepayment
LinesInPayment	Total Lines In Payment
LinesInCreditNote	Total Lines In Credit Note
LinesInCreditNoteAdditionalCharges	Total Lines In Credit Note Additional Charges table
LinesInRefund	Total Lines In Refund table
LinesInPickList	Total Lines In Pick List table
LinesInSaleOrder	Total Lines In Sale Order table
LinesInPackingList	Total Lines In Packing List table
LinesInShip	Total Lines In Ship table
LinesInReceipt	Total Lines In Receipt table
LinesInBoxContent	Total Lines In Box Content table
IsServiceOnly	Flag indicating that sale Is Service Only sale no inventory involved
QuoteTotalQuantity	TotalQuoteQuantity
OrderTotalQuantity	Total Order Quantity
PickTotalQuantity	Total Pick Quantity
ExpandedPickTotalQuantity	TotalQuantity in ExpandedPick table
RestockTotalQuantity	Total Restock Quantity
InvoiceTotalQuantity	Total Invoice Quantity
CreditNoteTotalQuantity	Total Credit Note Quantity
Status	Sale Task status
CustomerAttribute1	Custom Attribute 1 value assigned to a customer
CustomerAttribute2	Custom Attribute 2 value assigned to a customer
CustomerAttribute3	Custom Attribute 3 value assigned to a customer
CustomerAttribute4	Custom Attribute 4 value assigned to a customer
CustomerAttribute5	Custom Attribute 5 value assigned to a customer
CustomerAttribute6	Custom Attribute 6 value assigned to a customer
CustomerAttribute7	Custom Attribute 7 value assigned to a customer
CustomerAttribute8	Custom Attribute 8 value assigned to a customer
CustomerAttribute9	Custom Attribute 9 value assigned to a customer
CustomerAttribute10	Custom Attribute 10 value assigned to a customer
TaxMode	Totals are tax "Inclusive" or "Exclusive".
Carrier	Carrier Service Name from Carrier/Service on Sale Order screen (Default Carrier setup in Customer Record)
StripePay	This mail merge field will be replaced by Pay By Stripe hyperlink image enabling clients to pay the invoice by Stripe. Stripe integration should be enabled and configured.
PayPalPay	This mail merge field will be replaced by Pay By PayPal hyperlink image enabling clients to pay the invoice by PayPal. PayPal integration should be enabled and configured.
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
CustomerFax	Customer Fax
CustomerEmail	Customer Email
CustomerWebsite	Customer Website
CustomerContact	Customer Contact
CustomerPhone	Customer Phone
Terms	Payment terms
CustomerReference	Customer Reference (e.g. Purchase Order Number)
TaxNumber	Customer Tax Number
InvoiceStatus	Invoice Status
InvoiceNumber	Invoice Number
InvoiceDate	Invoice Date
InvoiceDueDate	Invoice Due Date
RequiredBy	Shipment Required By
Currency	Customer Currency
SONumber	Sale Order Number
Date	Order Date
ShippingAddressLine1	Combined Shipment Address Line 1
ShippingAddressLine2	Combined Shipment Address Line 2
ShippingLine1	Shipment Address Line 1
ShippingLine2	Shipment Address Line 2
ShippingCitySuburb	Shipment Address City
ShippingStateProvince	Shipment Address State
ShippingZipPostCode	Shipment Address Post Code/Zip
ShippingCountry	Shipment Address Country
BillingAddressLine1	Combined Billing Address Line 1
BillingAddressLine2	Combined Billing Address Line 2
BillingLine1	Billing Address Line 1
BillingLine2	Billing Address Line 2
BillingCitySuburb	Billing Address City
BillingStateProvince	Billing Address State
BillingZipPostCode	Billing Address Post Code/Zip
BillingCountry	Billing Address Country
QuoteMemo	Quote Memo. Additional information you would like to print on the quote
InvoiceMemo	Invoice Memo. Additional information you would like to print on the invoice
OrderMemo	Sale Order Memo. Additional information you would like to print on the sale order
Note	Internal note from the task header
SalesRepresentative	Name of Sales Representative
SalesRepresentativePhone	Phone number of Sales Representative
SalesRepresentativeFax	Fax number of Sales Representative
SalesRepresentativeEmail	Email address of Sales Representative
Status	Sale Task status
CustomerAttribute1	Custom Attribute 1 value assigned to a customer
CustomerAttribute2	Custom Attribute 2 value assigned to a customer
CustomerAttribute3	Custom Attribute 3 value assigned to a customer
CustomerAttribute4	Custom Attribute 4 value assigned to a customer
CustomerAttribute5	Custom Attribute 5 value assigned to a customer
CustomerAttribute6	Custom Attribute 6 value assigned to a customer
CustomerAttribute7	Custom Attribute 7 value assigned to a customer
CustomerAttribute8	Custom Attribute 8 value assigned to a customer
CustomerAttribute9	Custom Attribute 9 value assigned to a customer
CustomerAttribute10	Custom Attribute 10 value assigned to a customer

OrderCombined

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
CustomerFax	Customer Fax
CustomerEmail	Customer Email
CustomerWebsite	Customer Website
CustomerContact	Customer Contact
CustomerPhone	Customer Phone
Terms	Payment terms
CustomerReference	Customer Reference (e.g. Purchase Order Number)
TaxNumber	Customer Tax Number
InvoiceStatus	Invoice Status
InvoiceNumber	Invoice Number
InvoiceDate	Invoice Date
InvoiceDueDate	Invoice Due Date
RequiredBy	Shipment Required By
Currency	Customer Currency
SONumber	Sale Order Number
Date	Order Date
ShippingAddressLine1	Combined Shipment Address Line 1
ShippingAddressLine2	Combined Shipment Address Line 2
ShippingLine1	Shipment Address Line 1
ShippingLine2	Shipment Address Line 2
ShippingCitySuburb	Shipment Address City
ShippingStateProvince	Shipment Address State
ShippingZipPostCode	Shipment Address Post Code/Zip
ShippingCountry	Shipment Address Country
BillingAddressLine1	Combined Billing Address Line 1
BillingAddressLine2	Combined Billing Address Line 2
BillingLine1	Billing Address Line 1
BillingLine2	Billing Address Line 2
BillingCitySuburb	Billing Address City
BillingStateProvince	Billing Address State
BillingZipPostCode	Billing Address Post Code/Zip
BillingCountry	Billing Address Country
QuoteMemo	Quote Memo. Additional information you would like to print on the quote
InvoiceMemo	Invoice Memo. Additional information you would like to print on the invoice
OrderMemo	Sale Order Memo. Additional information you would like to print on the sale order
Note	Internal note from the task header
SalesRepresentative	Name of Sales Representative
SalesRepresentativePhone	Phone number of Sales Representative
SalesRepresentativeFax	Fax number of Sales Representative
SalesRepresentativeEmail	Email address of Sales Representative
Status	Shipment status
CustomerAttribute1	Custom Attribute 1 value assigned to a customer
CustomerAttribute2	Custom Attribute 2 value assigned to a customer
CustomerAttribute3	Custom Attribute 3 value assigned to a customer
CustomerAttribute4	Custom Attribute 4 value assigned to a customer
CustomerAttribute5	Custom Attribute 5 value assigned to a customer
CustomerAttribute6	Custom Attribute 6 value assigned to a customer
CustomerAttribute7	Custom Attribute 7 value assigned to a customer
CustomerAttribute8	Custom Attribute 8 value assigned to a customer
CustomerAttribute9	Custom Attribute 9 value assigned to a customer
CustomerAttribute10	Custom Attribute 10 value assigned to a customer

Customer statements printing MailMerge tables

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 Organisation name
CustomerName	Name of the customer
BillingAddressLine1	Billing Address Line 1
BillingAddressLine2	Billing Address Line 2
BillingAddressCitySuburb	Billing Address City/Suburb
BillingAddressStateProvince	Billing Address State/Province
BillingAddressZipPostCode	Billing Address Zip/Postcode
BillingAddressCountry	Billing Address Country
OpeningBalance	Customer opening balance on the From date
StatementDate	Statement Date
FromDate	Date From for activity statement
ToDate	Date To (inclusive) for activity statement
ActivityCount	Number of Lines in Activity
OutstandingCount	Number of Lines in Outstanding
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