MAILMERGE FIELDS FOR DOCUMENT TEMPLATES · ProductImage Product Image. Use this mail merge to...

MAILMERGE FIELDS FOR DOCUMENT TEMPLATES

DEAR SYSTEMS LIMITED

April 2019 1

Table of Contents Samples ................................................................................................................................................................. 4

Purchase Process ................................................................................................................................................ 5

Purchase ........................................................................................................................................................... 5

POLines ............................................................................................................................................................. 8

POLineDetails ................................................................................................................................................... 8

POAdditionalCosts ........................................................................................................................................... 9

Prepayments ..................................................................................................................................................... 9

StockReceived .................................................................................................................................................. 9

ReceivingNoteByProducts ............................................................................................................................ 10

ProductLabelsBatch ....................................................................................................................................... 11

InvoiceLines .................................................................................................................................................... 12

InvoiceLineDetails .......................................................................................................................................... 13

InvoiceAdditionalCosts .................................................................................................................................. 14

InvoicePayments ............................................................................................................................................ 14

CreditNoteLines .............................................................................................................................................. 14

CreditNoteAdditionalCosts............................................................................................................................ 15

CreditNotePayments ..................................................................................................................................... 16

Unstock ............................................................................................................................................................ 16

OrderTaxDetails ............................................................................................................................................. 17

InvoiceTaxDetails ........................................................................................................................................... 17

CreditNoteTaxDetails .................................................................................................................................... 17

Sale Process ....................................................................................................................................................... 18

Sale .................................................................................................................................................................. 18

QuoteLines ...................................................................................................................................................... 21

QuoteLineDetails ............................................................................................................................................ 22

QuoteAdditionalCharges ............................................................................................................................... 23

Prepayments ................................................................................................................................................... 23

Order ................................................................................................................................................................ 23

OrderLineDetails ............................................................................................................................................ 24

OrderAdditionalCharges................................................................................................................................ 25

Pick ................................................................................................................................................................... 25

ExpandedPickGroup ...................................................................................................................................... 26

ExpandedPick ................................................................................................................................................. 26

Pack ................................................................................................................................................................. 28

BoxContent ..................................................................................................................................................... 28

Ship .................................................................................................................................................................. 29

April 2019 2

InvoiceLines .................................................................................................................................................... 29

InvoiceLineDetails .......................................................................................................................................... 30

BackOrderedInvoiceLines ............................................................................................................................. 31

InvoiceAdditionalCharges ............................................................................................................................. 32

InvoicePayments ............................................................................................................................................ 32

CreditNoteLines .............................................................................................................................................. 33

CreditNoteAdditionalCharges ....................................................................................................................... 34

CreditNoteRefunds ........................................................................................................................................ 35

Restock ............................................................................................................................................................ 35

QuoteTaxDetails ............................................................................................................................................. 36

OrderTaxDetails ............................................................................................................................................. 36

InvoiceTaxDetails ........................................................................................................................................... 36

CreditNoteTaxDetails .................................................................................................................................... 36


Sale Combined printing ..................................................................................................................................... 39

Sales ................................................................................................................................................................ 39

OrderCombined .............................................................................................................................................. 40

OrderCombinedByCarrier ............................................................................................................................. 41

Locations ......................................................................................................................................................... 41

PickCombinedNoBatches ............................................................................................................................. 41

PickCombinedNoBatchesByCarrier ............................................................................................................ 42

PickCombinedWithBatches .......................................................................................................................... 43

PackCombinedNoBatches ............................................................................................................................ 44

PackCombinedWithBatches ......................................................................................................................... 44

ShippingCombined ......................................................................................................................................... 45

Customer Statements printing.......................................................................................................................... 47

Activity – Customer Activity statement data ............................................................................................... 47

Outstanding – Customer outstanding transactions data .......................................................................... 47

Common – common data for customer statements .................................................................................. 47

Inventory Process .............................................................................................................................................. 48

InventoryTask ................................................................................................................................................. 48

InventoryAdjustment ...................................................................................................................................... 48

StockTransferTask ......................................................................................................................................... 49

StockTransferDetail ....................................................................................................................................... 49

StockTransferOrder ....................................................................................................................................... 50

FinishedGoodsTask ....................................................................................................................................... 51

FinishedGoodsComponents ......................................................................................................................... 52

April 2019 3

FinishedGoodsComponentsBatch ............................................................................................................... 52

FinishedGoodsOrder ..................................................................................................................................... 53

InventoryAdjustmentLabel ............................................................................................................................ 54


Price List .............................................................................................................................................................. 56

Header ............................................................................................................................................................. 56

Products ........................................................................................................................................................... 56

Disassembly ........................................................................................................................................................ 58

Disassembly .................................................................................................................................................... 58

DisassemblyPicking ....................................................................................................................................... 59

DisassemblyComponents ............................................................................................................................. 59

DisassemblyServices .................................................................................................................................... 60

DisassemblyLabel .......................................................................................................................................... 61

DisassemblyLabelsBatch .............................................................................................................................. 61

Job Costing ......................................................................................................................................................... 63

JobCosting ...................................................................................................................................................... 63

PlannedManufacturing .................................................................................................................................. 64

PlannedManufacturingComponents ............................................................................................................ 64

ActualExpenses .............................................................................................................................................. 65

ActualExpenseComponents ......................................................................................................................... 65

Product Specification ......................................................................................................................................... 66

Product ............................................................................................................................................................. 66

BOMComponents ........................................................................................................................................... 69

BOMServices - Labour & Overheads .......................................................................................................... 69

Suppliers .......................................................................................................................................................... 69

POS Section Templates .................................................................................................................................... 71

Receipt ............................................................................................................................................................. 71

Register Closure Summary .......................................................................................................................... 75

Product Label Template ................................................................................................................................ 76

April 2019 4

Samples

«TableStart:Purchase»

«Company» Purchase Order «PONumber»

«TableEnd:Purchase»

# Code Product Description

Supplier Code Unit

Quantity

Price Discount Amount

«TableStart:POLines»«ID» «ItemCode»

«ItemDescription»

«SupplierItemCode»

«Unit»

«Quantity»

«Price»

«Discount»

% «Total»«TableEnd:POLines»

Please note TableStart and TableEnd tags. If you need to customize standard templates make sure

that opening tag for any table «TableStart:Purchase» has matching closing tag «TableEnd:Purchase».

Below you can find all fields available in mail merge templates.

April 2019 5

Purchase Process

Purchase Field Code Description

TaskID Unique Purchase task ID

Company Company name

Line1 Company Address Line1



ShipToDifferentCompany Shipping Company if user choose Different Company

ShipToDifferentContact Shipping Contact if user choose Different Company

ShippingAddressLine1 Company Shipping Address Line1

ShippingAddressLine2 Company Shipping Address Line2

ShippingLine1 Shipping Address Line 1


ShippingCitySuburb Shipping Address City/Suburb

ShippingStateProvince Shipping Address State/Province

ShippingZipPostCode Shipping Address Zip/Postcode

ShippingCountry Shipping Address Country

VendorLine1 Vendor Address Line 1

VendorLine2 Vendor Address Line 2

VendorCitySuburb Vendor Address City/Suburb

VendorStateProvince Vendor Address State/Province

VendorZipPostCode Vendor Address Zip/Postcode

VendorCountry Vendor Address Country

CustomerPhone For Drop-shipped purchase tasks, this field holds Phone field value from originating sale task (Customer Phone)

CustomerReference For Drop-shipped purchase tasks, this field holds Customer Reference field value from originating sale task

MyName Company Contact Name

MyPhone Company Phone

MyFax Company Fax

MyEmail Company Email

MyWebsite Company Website

SupplierName Supplier Name

SupplierFax Supplier Fax

SupplierEmail Supplier Email

SupplierWebsite Supplier Website

SupplierContact Supplier Contact

SupplierPhone Supplier Phone

SupplierCurrency Supplier Currency

TaxNumber Supplier Tax Number

Terms Payment terms

SupplierAddressLine1 Supplier Billing Address Line1

SupplierAddressLine2 Supplier Billing Address Line2

April 2019 6

Field Code Description

SupplierReference Supplier Reference (e.g. Invoice Number)

InvoiceDate Invoice Date

InvoiceDueDate Invoice Due Date

RequiredBy Shipment Required By

Currency Organisation’s Base Currency

Rate Currency conversion rate

Tax Total Tax for document

PONumber Purchase Order Number

Date Date of the document

Location Warehouse Location

PurchaseOrderMemo Purchase Order Memo. Additional information you would like to print on the Purchase Order

Note Internal note from the task header

CreditNoteNumber Credit Note Number

CreditNoteDate Credit Note Date

POLinesBeforeTax Total Lines In Purchase Order Table

POLinesTax Purchase order total Tax

POLinesTotal Purchase order total amount

POAdditionalCostLinesBeforeTax Purchase order Additional Costs Before Tax

POAdditionalCostLinesTax Purchase order Additional Cost Tax

POAdditionalCostLinesTotal Purchase order Additional Cost Total including tax

POBeforeTax Total purchase order lines and additional costs

POTax Total purchase order taxes

POTotal Total purchase order including taxes and additional costs

InvoiceLinesBeforeTax Invoice Lines Before Tax

InvoiceLinesTax Invoice Lines Tax

InvoiceLinesTotal Invoice Lines Total

CreditNoteLinesBeforeTax Credit Note Lines Before Tax

CreditNoteLinesTax Credit Note Lines Tax

CreditNoteLinesTotal Credit Note Lines Total

InvoiceAdditionalCostLinesBeforeTax Invoice Additional Cost Lines Before Tax

InvoiceAdditionalCostLinesTax Invoice Additional Cost Lines Tax

InvoiceAdditionalCostLinesTotal Invoice Additional Cost Lines Total

CreditNoteAdditionalCostLinesBeforeTax Credit Note Additional Cost Lines Before Tax

CreditNoteAdditionalCostLinesTax Credit Note Additional Cost Lines Tax

CreditNoteAdditionalCostLinesTotal Credit Note Additional Cost Lines Total

InvoiceLinesAndCostsBeforeTax Invoice Lines And Costs Before Tax

InvoiceLinesAndCostsTaxTotal Invoice Lines And Costs Tax Total

TotalPrepayments Total of Prepayments

InvoiceBalance Invoice Balance is total costs minus payments

CreditNoteBalance Credit Note Balance

TotalCostOfGoods Total Cost Of Goods

TotalPayments Total Payments

TotalRefunds Total Refunds

April 2019 7


POTotalDiscount Total Discount amount on PO

InvoiceLinesTotalDiscount Total Discount amount on Purchase Invoice

CreditNoteLinesTotalDiscount Total Discount amount on PO Return

DatePrinted Date Printed

DueOrCredit Due Or Credit for this invoice.

IsServiceOnly Flag indicating that sale Is Service Only Purchase no inventory involved

LinesInAdditionalCost Total Lines In Additional Cost table

LinesInPayment Total Lines In Payment table

LinesInReceived Total Lines In Received table

LinesInPrepayment Total Lines In Prepayment table

LinesInPO Total Lines In purchase order Table

LinesInPOAdditionalCost Total Lines In purchase order Additional Cost table

LinesInInvoice total Lines In Invoice table

LinesInCreditNote Total Lines In Credit Note table

LinesInCreditNoteAdditionalCosts Total Lines In Credit Note Additional Costs table

LinesInRefund Total Lines In Refund table

CreditNoteLinesAndCostTax Credit Note Lines And Cost Tax

CreditNoteLinesAndCostBeforeTax Credit Note Lines And Cost Before Tax

POTotalQuantity Total purchase order quantities

StockReceivedTotalQuantity Total stock received quantities

UnstockTotalQuantity Total unstock quantities

InvoiceTotalQuantity Total quantities invoiced

CreditNoteTotalQuantity Total quantities on credit note

AdditionalAttribute1 Supplier Additional Attribute 1










Carrier Supplier Default Carrier

PurchaseAttribute1 Purchase Additional Attribute 1










April 2019 8

POLines Field Code Description


ID Line number

ItemCode SKU

ItemDescription Product name

ShortDescription Product Short Description

Category Product Category

Brand Product Brand

SupplierItemCode Supplier code

SupplierItemName Supplier name for the product

Unit Unit of measure

Comment Line comment

Quantity Quantity to buy

Price Sell price

PriceNumeric To print Price with decimal points (it need to add field switch to mailmerge field #,##0.0000)

Discount Discount %

Tax Tax if applicable

Total Total for line item

Barcode Barcode

Description Product description

AdditionalAttribute1 Product Additional Attribute 1










StockLocator StockLocator. Specifies location of the item in warehouse

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

WeightUnits Weight Unit

ItemWeight Product Weight per 1 quantity

TotalLineWeight ItemWeight * Quantity

POLineDetails



ID Line number

ItemCode SKU (of product or family)

ItemDescription Product/Family name

April 2019 9


ShortDescription Product/Family Short Description

Category Product/Family Category

Brand Product/Family Brand

SupplierItemCode Supplier code (only for products)

SupplierItemName Supplier name for the product (only for products)

Unit Unit of measure (of product or family)



Price Sell price

Discount Discount %



Description Product/Family description


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

POAdditionalCosts Field Code Description


ID Line number

Description Description of additional charges

Reference Custom line comment

Amount Unit Price

Quantity Quantity

Discount Discount %

TaxRule Tax rule applied

Tax Tax


Prepayments Field Code Description

ID Line number

PaymentMethod Name of account used for payment

Reference Reference

Amount Amount of prepayment

DatePaid Date when prepayment was made

StockReceived Field Code Description


ID Line number

ItemCode SKU




April 2019 10


Brand Product Brand

SupplierItemCode Supplier specific SKU


Quantity Quantity received

Location Location

DateReceived Date item received

Received Flag indicating that item has been received

BatchOrSerialNumber Batch or Serial number


Barcode Barcode











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












ReceivingNoteByProducts Field Code Description


ID Line number

ItemCode SKU




April 2019 11


Brand Product Brand




Location Location





Barcode Barcode


























ProductLabelsBatch The same content as in StockReceived except that for each line with X quantity in StockReceived

there are X lines in ProductlabelsBatch table



ID Line number

ItemCode SKU

April 2019 12





Brand Product Brand




Location Location





Barcode Barcode



























InvoiceLines Field Code Description


ID Line number

April 2019 13


ItemCode SKU




Brand Product Brand





Price Line item price

Discount Discount applied



Type ACCPAY

Barcode Barcode














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



InvoiceLineDetails



ID Line number

ItemCode SKU (of product or family)

ItemDescription Product/Family name




SupplierItemCode Supplier code (only for products)

SupplierItemName Supplier name for the product (only for products)

Unit Unit of measure (of product or family)

April 2019 14




Price Sell price

Discount Discount %









InvoiceAdditionalCosts Field Code Description


ID Line number


Reference Custom line comment

Amount Unit Price

Quantity Quantity

Discount Discount %

Date Date charges occurred


Tax Tax


InvoicePayments Field Code Description


ID Line number


Reference Reference like receipt id

Amount Amount of payment

DatePaid Date when payment was made

CreditNoteLines Field Code Description


ID Line Number

ItemCode SKU




Brand Product Brand

April 2019 15





Quantity Quantity on credit note

Price Price

Discount Discount %

Tax Tax for line item


Type ACCPAYCREDIT

Barcode Barcode














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



CreditNoteAdditionalCosts Field Code Description


ID Line number


Reference Customer line comment

Amount Unit Price

Quantity Quantity

Discount Discount %

Date Date charges made


Tax Tax amount


April 2019 16

CreditNotePayments Field Code Description


ID Line number

PaymentMethod Name of the account payment made from


Amount Amount

DatePaid Date payment made

Unstock Field Code Description


ID Line number

ItemCode SKU




Brand Product Brand




Location Location


Unstock Flag indicating that item has been unstocked



Barcode Barcode



















April 2019 17









OrderTaxDetails Field Code Description

Name Display Name of the tax component

Amount Value of the tax allocated to this component

Percent Tax rate

InvoiceTaxDetails Field Code Description



Percent Tax rate

CreditNoteTaxDetails Field Code Description



Percent Tax rate

April 2019 18

Sale Process

Sale Field Code Description

TaskID Unique Sale task ID





ShipToDifferentCompany Shipping Company if user choose Different Company

ShipToDifferentContact Shipping Contact if user choose Different Company

ShippingAddressLine1 Full Shipping Address Part 1 (ShippingLine1 + Shipping Line2)

ShippingAddressLine2 Shipping Address Part 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


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

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


April 2019 19




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


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

April 2019 20


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

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

April 2019 21


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










TaxMode Totals are tax "Inclusive" or "Exclusive".

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

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

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

SaleAttribute1 Sale Additional Attribute 1










QuoteLines Field Code Description

TaskID Unique sale task id

ID Line number

ProductCode SKU

ProductName Name of the product


April 2019 22


Unit Units sold

Quantity Quantity sold

Price Sale Price

PriceDiscounted Sell price with all discounts applied


Tax Line item Tax

Total Line item Total

Barcode Item barcode














Comment Additional information for line item.




TaxPercentage Tax percentage applied to this line

TaxRule Name of the tax rule applied to this line


Brand Product Brand

Option1 Product Family variant option 1 value



QuoteLineDetails



ID Line number

ProductCode SKU (of product or family)

ProductName Name of the product/family


Unit Units sold


Price Sale Price



April 2019 23


Tax Line item Tax




Comment Additional information for line item









QuoteAdditionalCharges Field Code Description


ID Line number



Amount Unit Cost

Quantity Quantity

Discount Discount %

Tax Tax




ServiceDescription Description field of the service

Prepayments Field Code Description


ID Line number


Reference Reference like receipt ID



AccountCode Account used for payment

Order Field Code Description

TaskID Unique sale task ID

ID Line number

ProductCode SKU

ProductName Product name

April 2019 24




Quantity Quantity to sell

Price Sell price


Discount Discount %



Barcode Barcode














Backorder Flag indicating that item was backordered {Yes, No}


DropShip Print YES or NO as per selection in Order line




TaxRule Tax rule applied to this line



Brand Product Brand




OrderLineDetails



ID Line number




Unit Units sold


April 2019 25


Price Sale Price



Tax Line item Tax













OrderAdditionalCharges



ID Line number



Amount Unit Cost

Quantity Quantity

Discount Discount %

Tax Tax





Pick Field Code Description


ID Line number

ProductCode SKU




Quantity Quantity to pick

Location Location


Barcode Barcode

April 2019 26


























Comment Comment from Sale Order line





Brand Product Brand




ExpandedPickGroup Can be used as parent table for ExpandedPick to show Kit components grouped by kit name/sku.


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

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

KitQuantity Quantity of assembled kits

ExpandedPick Has the same content as Pick table, except that auto-assembled products are replaced with their

components.

April 2019 27



ID Line number

ProductCode SKU





Location Location


Barcode Barcode

























Comment Comment from Sale Order line





Brand Product Brand

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

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



April 2019 28



Pack Field Code Description


ID Line number

ProductCode SKU





BoxNumber Box number where item packed

BatchSN Batch or Serial number

Barcode Barcode















Price Item price




Comment Comment field from related sale order lines


Brand Product Brand




BoxContent Field Code Description


BoxNumber Box number

April 2019 29


ProductCode SKU




Quantity Quantity packed



Barcode Barcode


Brand Product Brand

Ship Field Code Description


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

InvoiceLines Field Code Description


ID Line Number

ProductCode SKU



Unit unit of measure

Quantity Quantity on invoice

Price Price


Discount Discount %



Type ACCREC

AccountCode Sale account used

Barcode Barcode






April 2019 30












BatchSerialNumbersExpiryDates Expiry Date of each batch















TaxRule Tax Rule applied to this line

TaxPercentage Tax Percentage applied to this line


Brand Product Brand




InvoiceLineDetails



ID Line number




Unit Units sold


Price Sale Price

April 2019 31




Tax Line item Tax













BackOrderedInvoiceLines



ID Line Number

ProductCode SKU




Quantity Quantity on invoice

Price Price


Discount Discount %




Barcode Barcode














April 2019 32

















TaxRule Tax Rule applied to this line

TaxPercentage Tax Percentage applied to this line


Brand Product Brand




InvoiceAdditionalCharges Field Code Description


ID Line number



Amount Unit Cost

Quantity Quantity

Discount Discount %

TaxRule Tax rule used

Tax Tax


Type ACCREC




InvoicePayments Field Code Description


ID Line number

April 2019 33



Reference Reference like receipt ID



Type ACCREC


CreditNoteLines Field Code Description


ID Line Number

ProductCode SKU




Quantity Quantity on credit note

Price Price

Discount Discount %



Type ACCRECCREDIT


Barcode Barcode















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






April 2019 34


TaxRule Tax rule applied to this line


Brand Product Brand




CreditNoteAdditionalCharges Field Code Description


ID Line number



Amount Unit Cost

Quantity Quantity

Discount Discount %

TaxRule Tax rule used

Tax Tax


Type ACCRECCREDIT




April 2019 35

CreditNoteRefunds Field Code Description


ID Line number





Type ACCRECCREDIT


Restock Field Code Description


ID Line number

ProductCode SKU



Unit Units of measure

Quantity Restock quantity

Location Warehouse location

BatchOrSerialNumber Batch or serial number to restock

Barcode Barcode






















April 2019 36









Brand Product Brand




QuoteTaxDetails Field Code Description



Percent Tax rate

OrderTaxDetails Field Code Description



Percent Tax rate

InvoiceTaxDetails Field Code Description



Percent Tax rate

CreditNoteTaxDetails Field Code Description



Percent Tax rate

April 2019 37

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

Quantity in the line. Use this table to print labels for sold goods.


TaskID Unique task ID

ID Line number

ItemCode SKU





Location Location




Barcode Barcode




























Brand Product Brand


April 2019 38




April 2019 39

Sale Combined printing 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.

Sales Field Code Description







Terms Payment terms



InvoiceStatus Invoice Status







Date Order Date

ShippingAddressLine1 Combined Shipment Address Line 1


ShippingLine1 Shipment Address Line 1


ShippingCitySuburb Shipment Address City

ShippingStateProvince Shipment Address State

ShippingZipPostCode Shipment Address Post Code/Zip

ShippingCountry Shipment Address Country

BillingAddressLine1 Combined Billing Address Line 1




BillingCitySuburb Billing Address City

BillingStateProvince Billing Address State

BillingZipPostCode Billing Address Post Code/Zip







April 2019 40





Status Sale Task status











OrderCombined Field Code Description

ProductCode SKU




Quantity Quantity

Barcode Barcode












WeightUnits Weight unit


TotalWeight ItemWeight * Quantity


Brand Product Brand


April 2019 41

OrderCombinedByCarrier Field Code Description

ProductCode SKU




Quantity Quantity

Barcode Barcode
















Brand Product Brand


Locations

This table can wrap following 4 tables to group picked/packed items by location


Location Name of the location of Picked and Packed products

PickCombinedNoBatches

This tables holds picked products grouped without batch/serial number information


ProductCode SKU




Quantity Quantity

Location Location picked

Bin Bin name

Barcode Product Barcode


April 2019 42












Stock Locator Stock locator information of from the product






Brand Product Brand

PickCombinedNoBatchesByCarrier

This tables holds picked products grouped without batch/serial number information


ProductCode SKU




Quantity Quantity


Bin Bin name
















April 2019 43





Brand Product Brand

PickCombinedWithBatches

This tables holds picked products with batch/serial number information


ProductCode SKU




Quantity Quantity


BatchSN Batch/Serial Number

Expiry Date Expiry date of the batch

Bin Bin name



















Brand Product Brand

April 2019 44

PackCombinedNoBatches

This tables holds packed products grouped without batch/serial number information


Box Sale Order # + Box number

ProductCode SKU




Quantity Quantity


Bin Bin name



















Brand Product Brand

PackCombinedWithBatches

This tables holds packed products with batch/serial number information


Box Sale Order # + Box number

ProductCode SKU




Quantity Quantity


BatchSN Batch/Serial Number

Expiry Date Expiry date of the batch

April 2019 45


Bin Bin name



















Brand Product Brand

ShippingCombined

Holds information about shipping lines from all selected sale tasks + general sale information


Boxes Number of Boxes

Carrier Carrier Name

TrackingNumber Tracking Number

ShipmentDate Shipment Date







Terms Payment terms



InvoiceStatus Invoice Status






April 2019 46



Date Order Date





ShippingCitySuburb Shipment Address City

ShippingStateProvince Shipment Address State

ShippingZipPostCode Shipment Address Post Code/Zip

ShippingCountry Shipment Address Country





BillingCitySuburb Billing Address City

BillingStateProvince Billing Address State

BillingZipPostCode Billing Address Post Code/Zip










Status Shipment status











April 2019 47

Customer Statements printing Data in these tables are only for templates related to customer statements printing from View All

Customers form.

Activity – Customer Activity statement data 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 – Customer outstanding transactions data 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

Common – common data for customer statements Field Code Description

Company DEAR Organisation name

CustomerName Name of the customer

BillingAddressLine1 Billing Address Line 1

BillingAddressLine2 Billing Address Line 2

BillingAddressCitySuburb Billing Address City/Suburb

BillingAddressStateProvince Billing Address State/Province

BillingAddressZipPostCode Billing Address Zip/Postcode

BillingAddressCountry Billing Address Country

OpeningBalance Customer opening balance on the From date

StatementDate Statement Date

FromDate Date From for activity statement

ToDate Date To (inclusive) for activity statement

ActivityCount Number of Lines in Activity

OutstandingCount Number of Lines in Outstanding

ActivityDueAmount Activity Due Amount

ActivityPaidAmount Activity Paid Amount

OutstandingDueAmount Outstanding Due Amount

OutstandingPaidAmount Outstanding Paid Amount

April 2019 48

Inventory Process

InventoryTask Field Code Description

Date Date task created

StocktakeNumber Sequential stocktake number

Account Expense account

Status Status of the task

Reference Document Reference Number

Location Location where stocktake is performed

DatePrinted Current Date


InventoryAdjustment Field Code Description

ID Line Number

ProductName Product Name

ProductCode SKU



Barcode Product barcode

WeightPerUnit Product weight per Unit

Comments Comments

QuantityOnHand Quantity on hand at the time of adjustment created

Adjustment adjustment quantity

Varience difference between stock on hand and adjustment

BatchOrSerialNumber batch or serial number if applicable




Brand Brand

StockLocator Stock locator

AdditionalAttribute1 Product additional attribute 1 value










April 2019 49

StockTransferTask Field Code Description

Date Date when transfers was created

From Source Location

FromLine1 Source Location Address Line1

FromLine2 Source Location Address Line2

FromCitySuburb Source Location City

FromStateProvince Source Location State/Province

FromZipPostCode Source Location Zip/Post Code

FromCountry Source Location Country

To Target Location

ToLine1 Target Location Address Line1

ToLine2 Target Location Address Line2

ToCitySuburb Target Location City

ToStateProvince Target Location State/Province

ToZipPostCode Target Location Zip/Post Code

ToCountry Target Location Country

DateReceived Date Received

DateSent Date Sent

InTransitAccount In Transit Account

Status Status of the transfer task

Reference Document Reference Number

Number Task number

User User who initiated transfer

DatePrinted Date the form is printed


EffectiveDate Transfer effective date

LinesInDetail Number of Lines in StockTransferDetail table

LinesInOrder Number of Lines in StockTransferOrder table

StockTransferDetail Field Code Description

ID Line Number


ProductCode SKU


Location Location & Bin from which item is picked

QuantityOnHand Quantity on hand

QuantityAvailable Available Quantity

TransferQuantity Transfer Quantity

BatchOrSerialNumber Batch or serial number when applicable

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

FromStockLocator Stock Locator for source warehouse location of the product

ToStockLocator Stock Locator for target warehouse location of the product

April 2019 50



FromLocation Location where the stock is coming from

ToLocation Location where the stock is going to


WeightPerUnit Product weight Per Unit


Brand Product Brand

AdditionalAttribute1 Additional attribute 1 value of the product










StockTransferOrder Field Code Description

ID Line Number


ProductCode SKU


Comments Comments for line item

QuantityOnHand Quantity on hand

QuantityAvailable Available Quantity

TransferQuantity Transfer Ordered Quantity

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

FromStockLocator Stock Locator for source warehouse location of the product

ToStockLocator Stock Locator for target warehouse location of the product

FromLocation Location where the stock is coming from

ToLocation Location where the stock is going to




Brand Product Brand









April 2019 51




FinishedGoodsTask Field Code Description

AssemblyNumber Assembly Number

Status Status of assembly task

LastUpdatedBy User made the most recent change


Quantity Quantity to assemble

ProductCode SKU

Name Product Name



Weight Total weight for Line


Date Date assembly was created

DatePrinted Date report is printed

WIPDate Work in Progress date

CompletionDate Completion date

Account Expense Account code / Finished Good account code

WIPAccount WIP Account code


BatchOrSerialNumber Batch or Serial number if applicable

TotalCost Cost of the finished goods




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

Notes Multiline notes











Description Manufactured product description

April 2019 52

FinishedGoodsComponents Field Code Description

ID Line Number

TotalQuantity Total quantity to use in assembly

WastageQuantity Assumed wastage (quantity)

WastagePercent Assumed wastage (percent)

ProductCode SKU

Name Product name


Cost Cost of 1 quantity



TotalCost Cost of the component for TotalQuantity







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

AdditionalAttribute1 Product additional attribute 1










Category Product category

Brand Product brand

Description Component product description

FinishedGoodsComponentsBatch Field Code Description

ID Line Number

ProductCode SKU

Name Product name





April 2019 53







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












Brand Product brand

Description Component product description

FinishedGoodsOrder Field Code Description

ID Line Number

Quantity Quantity to use

TotalQuantity Quantity to assemble

WastageQuantity Assumed wastage (quantity)

WastagePercent Assumed wastage (percent)

ProductCode SKU

Name Product name





Cost Cost of 1 quantity of the component


TotalCost Cost of TotalQuantity of the component




Brand Product Brand




April 2019 54










InventoryAdjustmentLabel Field Code Description



Quantity Quantity

ProductCode SKU

Name Product name





Comments User entered comments


Barcode Item Barcode

WeightPerUnit Product weight


Price1 Price tier 1

Price2 Price tier 2

Price3 Price tier 3

Price4 Price tier 4

Price5 Price tier 5

Price6 Price tier 6

Price7 Price tier 7

Price8 Price tier 8

Price9 Price tier 9

Price10 Price tier 10


Brand Product Brand







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ProductLabelsBatch The same content as in InventoryAdjustmentLabel except that for each line with X quantity in

InventoryAdjustmentLabel there are X lines in ProductLabelsBatch table




Quantity Quantity

ProductCode SKU

Name Product name







Barcode Item Barcode




Price1 Price tier 1

Price2 Price tier 2

Price3 Price tier 3

Price4 Price tier 4

Price5 Price tier 5

Price6 Price tier 6

Price7 Price tier 7

Price8 Price tier 8

Price9 Price tier 9



Brand Product Brand







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Price List

Header Field Code Description


PriceTierName1 Name for price tier 1










DatePrinted Date when price list is generated

SelectedCategory Category selected as a filter

SelectedBrand Brand selected as a filter

SelectedTag Product tag selected as a filter

Products Field Code Description

ID Line Number

ProductCode Product code



Category Category

Barcode Barcode


CustomField1 Value of custom field 1








April 2019 57





Option1 Name of the option 1 (For product families only)



Price1 Price tier 1

Price2 Price tier 2

Price3 Price tier 3

Price4 Price tier 4

Price5 Price tier 5

Price6 Price tier 6

Price7 Price tier 7

Price8 Price tier 8

Price9 Price tier 9


UOM Unit of measure

Tags Comma delimited product tags

Available Available stock (includes allocated)

OnHand Stock on hand (doesn’t include allocated)


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Disassembly

Disassembly Field Code Description

Date Date when disassembly task was created

DisassemblyNumber Unique number of the disassembly task

Status Status of the task

Location Location where disassembly takes place

ProductCode SKU of disassembled product

Name Name of disassembled product

Quantity Quantity of disassembled product

WIPDate

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

CompletionDate

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

DatePrinted Date when the document is generated


AssemblyInstructionURL URL of the assembly instruction if specified for disassembled product

StockLocator Stock Locator field of disassembled product

Barcode Barcode of disassembled product

AdditionalAttribute1 Additional Attribute 1 of disassembled product










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

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

ServicesTotalAmount Total amount of Labour and Overheads associated with disassembly

TotalCost ComponentsTotalCost + ServicesTotalAmount

TotalComponentLines Number of components produced as a result of disassembly

TotalComponentsQuantity Quantity of components produced as a result of disassembly


TotalServicesLines Number of services used in disassembly

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DisassemblyPicking Field Code Description


UnitCost Unit cost of this product batch

Cost Quantity * UnitCost

BatchSN Batch/Serial number

ExpiryDate Expiry Date

ID Line Number

StockLocator Stock Locator field of disassembled product

Barcode Barcode of disassembled product











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

DisassemblyComponents Field Code Description

Quantity Quantity produced

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

BatchSN Batch/Serial number

ExpiryDate Expiry Date

ProductCode SKU of the produced product

Name Name of the produced product

Quantity Quantity of produced product

StockLocator Stock Locator field of produced product

Barcode Barcode of produced product

AdditionalAttribute1 Additional Attribute 1 of produced product










PriceTier1 Price tier 1 of produced product


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

ID Line Number


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

DisassemblyServices Field Code Description

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

ProductCode SKU of the service

Name Name of the service

Barcode Barcode of service

AdditionalAttribute1 Additional Attribute 1




















ID Line Number


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DisassemblyLabel Field Code Description


Unit Unit of measure of produced product


ProductCode SKU of produced product

Name Name of produced product



BatchOrSerialNumber Batch/Serial number of produced product

ExpiryDate Expiry date of produced product

Cost Cost of produced product























ProductImage Default image of produced product. Use this mail merge to display

image «Image:ProductImage»


DisassemblyLabelsBatch The same content as in DisassemblyLabel except that for each line with X quantity in

DisassemblyLabelthere are X lines in DisassemblyLabelsBatch table



Unit Unit of measure of produced product

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ProductCode SKU of produced product

Name Name of produced product



BatchOrSerialNumber Batch/Serial number of produced product

ExpiryDate Expiry date of produced product

Cost Cost of produced product























ProductImage Default image of produced product. Use this mail merge to display image

«Image:ProductImage»


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Job Costing Job Costing Planned Expenses: Includes only finished goods tasks in Status = AUTHORISED with Job costing account selected as Finished Goods account. Used to print all "to be manufactured" goods and their components.

Job Costing Actual Expenses: List of Expense tasks (Finished goods, Purchase, Issue to production) allocated to a specific Milestone (happens when you invoice for these expenses via Job Costing) with details like list of purchase invoice products, finished goods components and stock issue to production (written off for a job). Purchase Tasks should have Invoice Authorised/Paid state to be included in the actual expenses (you can invoice them through job costing anyway before that). Finished goods and issue to production tasks should have COMPLETED status to be included in the actual expenses.

JobCosting Field Code Description

StartDate Date when Job started (user-defined)

CompletedDate Date when Job completed (user-defined)

JobNumber Unique Job reference

Status Current Job status

Name Job description

AccountCode Job account code

AccountName Job account name

Contact Job contact name



Comments Comments of a job

AddressLine1 Job address line 1

AddressLine2 Job address line 2

EstimatedValue Estimated job value

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

AdditionalAttribute1 Additional Attribute 1 of a job










ProjectManager Name of project manager who is responsible for a job

Phone Job contact’s phone number

Customer Name of a Customer job is being associated with

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PlannedManufacturing Field Code Description

AssemblyNumber Unique identifier of Finished Goods task with Authorised status

ItemDescription Name of a product being produced

SKU SKU of a product being produced

Quantity Quantity of a product being produced

Cost Estimated cost of a product being produced

Barcode Barcode of a product being produced

AdditionalAttribute1 Additional Attribute 1 of a product being produced










Date Date when finished goods task was created

Unit Unit of measure of a product being produced

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

PlannedManufacturingComponents Field Code Description

ItemDescription Name of component used to produce finished goods product

SKU SKU of component used to produce finished goods product

Quantity Quantity of component used to produce finished goods product

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

Barcode Barcode of component used to produce finished goods product

AdditionalAttribute1 Additional Attribute 1of component used to produce finished goods product

AdditionalAttribute2 Additional Attribute 2 of component used to produce finished goods product








April 2019 65



Unit Unit of measure of component used to produce finished goods product

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

ActualExpenses


TaskNumber Unique identifier of Expense task associated with the job

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

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

Quantity Quantity of a products in expense task

ExpenseAmount Actual total amount of Expense task associated with the job

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

AdditionalAttribute1 Additional Attribute 1 of a product produced (only for finished goods tasks)










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

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

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

ActualExpenseComponents Field Code Description

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

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

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

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

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

AdditionalAttribute1 Additional Attribute 1of product in Expense task / component used to produce finished goods product

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AdditionalAttribute2 Additional Attribute 2 of product in Expense task / component used to produce finished goods product









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

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

Product Specification

Product Field Code Description

ProductCode Product SKU

Name Product name



Type “Stock” or “Service”



CostingMethod Product costing method

Length Product length dimension value

Width Product width dimension value

Height Product height dimension value

DimensionUnits Dimension Unit of measure

Weight Product weight

UnitofMeasure Product unit of measure

Barcode Product Barcode value

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

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

DefaultLocation Product location by default

PriceTier1Name Name of Price tier 1 as defined in General Settings

April 2019 67











Price1 Product Tier 1 Price. Will be 0 if no access to Prices information is granted for current user on Product page.










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

AverageCost Product average cost

FamilyName Product family name

Description Product Description (multiline)

AttributeSet Name of the product additional attribute set

AdditionalAttribute1Name Name of the attribute 1 of the attribute set assigned to product










AdditionalAttribute1 Value of the product additional attribute 1




April 2019 68








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

Status “Active” or “Deprecated”

Tags Product Tags

FamilyOption1Value Product family option 1 value. Only filled in when Product is part of the family



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

StockLocator Product stock locator

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

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

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

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

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

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

PurchaseTax Tax Rule used when purchasing the product

SaleTax Tax Rule used when selling the product

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

Image:ProductImage Default product image. Assumes size of its container table cell

BOMComponentsCount Number of lines in BOMComponents child table

BOMComponentsAverageCostTotal

Summary of AverageCostTotal field in BOMComponents child table

BOMComponentsFixedPriceTotal

Summary of FixedPriceTotal field in BOMComponents child table

BOMComponentsLatestPriceTotal

Summary of LatestPriceTotal field in BOMComponents child table

BOMServicesCount Number of lines in BOMServices child table

BOMServicesTotal Summary of Cost field in BOMServices child table

SuppliersCount Number of lines in Suppliers child table

BOMAverageCostTotal BOMComponentsAverageCostTotal + BOMServicesTotal

BOMFixedPriceTotal BOMComponentsFixedPriceTotal + BOMServicesTotal

BOMLatestPriceTotal BOMComponentsLatestPriceTotal + BOMServicesTotal

April 2019 69

BOMComponents Field Code Description

ProductCode BOM component SKU

Name BOM component name

SKU SKU of a product being produced

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

WastagePercent Wastage percent of a BOM component

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

CostPercentage Percentage of the cost this BOM component received when disassembling product

AverageCostPerUnit BOM component average cost

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

Barcode BOM component barcode

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

LatestPurchasePricePerUnit

Latest purchase price of BOM Component

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

FixedPurchasePricePerUnit Fixed purchase price of BOM Component

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

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

StockLocator BOM Component stock locator

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

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

BOMServices - Labour & Overheads


ProductCode BOM component SKU

Name BOM component name

Quantity Quantity of service units used to produce finished goods product

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

Cost Total line cost

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

Suppliers Field Code Description

SupplierName Name of the supplier

LatestPurchasePrice Latest price the product was purchased with from this supplier

FixedPurchasePrice Fixed purchase price set for this product by the supplier

SupplierSKU Supplier product SKU

SupplierProductName Supplier product name

April 2019 70


URL This product’s webpage on supplier’s site

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

April 2019 71

POS Section Templates

Receipt

1. Print settings to manage printing.

TableStart:PrintSettings


FontScaleRelativeTo-3inch

Treats current receipt width relative to 3inch paper width. It means that if current printer is 2inch all widthes and font sizes will be reduced with ratio 2/3. If printer has 3inch parer width it will be printed as is.

BreakWordsInTable Each table in generated receipt will have css: word-break = 'break-all' and word-wrap = 'break-word'

TableEnd:PrintSettings

2. Cash management receipt. Used to print opening float and to print receipt for each cash

management operation.

TableStart:CashManagementReceipts


CashManagementOperation Name of current cash management operation

CashManagementAmount Amount of current cash management operation

CashManagementNotes Notes for current cash management operation

Parent.<any of main receipt fields>

This construction allows to use not table fields from main receipt in this receipt. For instance, Parent.OutletName will insert Outlet name

TableEnd:CashManagementReceipts

3. Vantiv card payment provider receipt template. Used to print card payment receipt from

POS on POS attached printer. All field below should be in vantiv receipt - it's Vantiv's rule

TableStart:VantivTerminalReceipts


VantivApplicationID Application ID

VantivMerchantID Merchant ID

VantivTerminalID Terminal ID

VantivReferenceNo Reference Number

VantivAccountNo Account Numer

VantivCard Card number with which payment was done

VanitvEntry additional information

VantivTransactionID Transaction ID

April 2019 72


VantivApprovalCode Transaction aproval code

VantivExpressResponseCode Express response code

VantivResponseCode Response code

VantivCryptogram Additional information

VantivApprovedAmount Amount that was paid. Can differ from requested amount

VantivSignature Signature in internal format

Parent.<any of main receipt fields>

This construction allows to use not table fields from main receipt in this receipt. For instance, Parent.OutletName will insert Outlet name

TableStart:VantivTags start tags table

key Tag key

value Tag value

TableEnd:VantivTags end of tags table

TableEnd:VantivTerminalReceipts

4. Tyro payment provider receipts. Tyro returns ready to print receipts so here only

placeholders for this receipts.

TableStart:TyroTerminalReceipts


MerchantReceipt Merchant receipt copy to print

CustomerReceipt Customer receipt copy to print

TableEnd:TyroTerminalReceipts

5. Main receipt template fields

Global Variables


ReceiptNumber Receipt number

Date Sale date

OutletName Outlet name where current sale was done

RegistryName Register name where this sale was done

CheckoutProductCount Number of items in receipt

SubTotal Sub-total of sale

Discount Total sale discount

CalculatedTax Total tax for sale

April 2019 73


Total Total to pay

Balance Amount that is left to pay. In case of partial payments shows what should paid to complete sale/refund

Received Amount of money that was received by cashier

Change Change that was returned by cashier to client

ReceiptBarCode_code93, ReceiptBarCode_code128, ReceiptBarCode_ean8, ReceiptBarCode_ean13, ReceiptBarCode_industrial2of5, ReceiptBarCode_upca, ReceiptBarCode_upce

Barcode placeholder for different supported formats

Sales Representative Information

TableStart:SalesRepresentative


SalesRepresentativeName Sales representative Name

TableEnd:SalesRepresentative

Customer Information

TableStart:Customer


CustomerName Customer name

CustomerLoyaltyPoints Customer total loyalty points

CustomerLoyaltyPointsUsed Customer loyalty points used for current sale payment

SaleLoyaltyPoints Loyalty points that was earned by this sale payments

TotalLoyaltyPoints Sum of all loyalty operations above

Email Customer email from default contact or first contact if no default was set

Phone Customer phone from default contact or first contact if no default was set

MobilePhone Customer mobile phone from defaults contact or first contact if no default was set

TableEnd:Customer

Products in Sale

TableStart:CheckoutProducts


ProductSku Product SKU

April 2019 74


ProductName Product Name

ProductSerialNumber Product Serial Number if exists

ProductCount Product items count

ProductPrice Product price

ProductAmount Total amount per line

ProductDiscount product discount











TableEnd:CheckoutProducts

Surcharges Information

TableStart:Surcharges


Surcharge Surcharge amount if exists

TableEnd:Surcharges

Payments Information

TableStart:Payments


PaymentTypeName Name of payment type (cash, custom payment and so on)

PaymentDate Payment date

PaymentAmount Payment amount

TableEnd:Payments

Sale's Notes

TableStart:Notes

April 2019 75


SalesNote Sale's note

TableEnd:Notes

Usage example can be found in current default POS receipt template.

Register Closure Summary

Global Variables


SalesRepresentative Current register user identificator. Can be cahier name, outlet name, custom text. This can be set on POS integration page

OutletName Outlet name

RegistryName Register name

OpeningTime Register open time

ClosingTime Register close time

CashExpected Сash amount that is calculated by DEAR

CashCounted Сash amount that is really counted in till

CashCountedToBank Cash counted minus sum of all manual cash operations

CashReceived Cash expected minus sum of all manual cash operations

TotalExpected Sum of all expected amounts

TotalCounted Sum of all counted amounts

Cash Movements

TableStart:CashMovements


UserName Current register user identificator. Can be cahier name, outlet name, custom text. This can be set on POS integration page

Amount amount of operation

Type operation type name

TableEnd:CashMovements

Non Cash Operations

TableStart:NonCashPayments


PaymentTypeName Payment type name

CashExpected expected amount of this payment type

April 2019 76


CashCounted counted amount of this payment type

TableEnd:NonCashPayments

Product Label Template TableStart:ProductLabels


Name Product name

ProductCode Product SKU

ProductPrice Product price

ReceiptBarCode_code93, ReceiptBarCode_code128, ReceiptBarCode_ean8, ReceiptBarCode_ean13, ReceiptBarCode_industrial2of5, ReceiptBarCode_upca, ReceiptBarCode_upce

Barcode placeholder for different supported formats

TableEnd:ProductLabels

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