mailmerge fields for document templates · productimage product image. use this mail merge to...
TRANSCRIPT
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
ProductLabelsBatch ....................................................................................................................................... 37
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
ProductLabelsBatch ....................................................................................................................................... 55
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
Line2 Company Address Line2
Line3 Company Address Line3
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
ShippingLine2 Shipping Address Line 2
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
Field Code Description
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
AdditionalAttribute2 Supplier Additional Attribute 2
AdditionalAttribute3 Supplier Additional Attribute 3
AdditionalAttribute4 Supplier Additional Attribute 4
AdditionalAttribute5 Supplier Additional Attribute 5
AdditionalAttribute6 Supplier Additional Attribute 6
AdditionalAttribute7 Supplier Additional Attribute 7
AdditionalAttribute8 Supplier Additional Attribute 8
AdditionalAttribute9 Supplier Additional Attribute 9
AdditionalAttribute10 Supplier Additional Attribute 10
Carrier Supplier Default Carrier
PurchaseAttribute1 Purchase Additional Attribute 1
PurchaseAttribute2 Purchase Additional Attribute 2
PurchaseAttribute3 Purchase Additional Attribute 3
PurchaseAttribute4 Purchase Additional Attribute 4
PurchaseAttribute5 Purchase Additional Attribute 5
PurchaseAttribute6 Purchase Additional Attribute 6
PurchaseAttribute7 Purchase Additional Attribute 7
PurchaseAttribute8 Purchase Additional Attribute 8
PurchaseAttribute9 Purchase Additional Attribute 9
PurchaseAttribute10 Purchase Additional Attribute 10
April 2019 8
POLines Field Code Description
TaskID Unique Purchase task ID
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
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 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
Field Code Description
TaskID Unique Purchase task ID
ID Line number
ItemCode SKU (of product or family)
ItemDescription Product/Family name
April 2019 9
Field Code Description
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)
Comment Line comment
Quantity Quantity to buy
Price Sell price
Discount Discount %
Tax Tax if applicable
Total Total for line item
Description Product/Family description
ProductImage ProductImage. Use this mail merge to display image «Image:ProductImage»
OptionsTable Table with options of family to buy (color-size matrix)
POAdditionalCosts Field Code Description
TaskID Unique Purchase task ID
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
Total Total for line item
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
TaskID Unique Purchase task ID
ID Line number
ItemCode SKU
ItemDescription Product name
ShortDescription Product Short Description
Category Product Category
April 2019 10
Field Code Description
Brand Product Brand
SupplierItemCode Supplier specific SKU
Unit Unit of measure
Quantity Quantity received
Location Location
DateReceived Date item received
Received Flag indicating that item has been received
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
ItemWeight Product Weight per 1 quantity
TotalLineWeight ItemWeight * Quantity
ReceivingNoteByProducts Field Code Description
TaskID Unique Purchase task ID
ID Line number
ItemCode SKU
ItemDescription Product name
ShortDescription Product Short Description
Category Product Category
April 2019 11
Field Code Description
Brand Product Brand
SupplierItemCode Supplier specific SKU
Unit Unit of measure
Quantity Quantity received
Location Location
DateReceived Date item received
Received Flag indicating that item has been received
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
ItemWeight Product Weight per 1 quantity
TotalLineWeight ItemWeight * Quantity
ProductLabelsBatch The same content as in StockReceived except that for each line with X quantity in StockReceived
there are X lines in ProductlabelsBatch table
Field Code Description
TaskID Unique Purchase task ID
ID Line number
ItemCode SKU
April 2019 12
Field Code Description
ItemDescription Product name
ShortDescription Product Short Description
Category Product Category
Brand Product Brand
SupplierItemCode Supplier specific SKU
Unit Unit of measure
Quantity Quantity received
Location Location
DateReceived Date item received
Received Flag indicating that item has been received
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
InvoiceLines Field Code Description
TaskID Unique Purchase task ID
ID Line number
April 2019 13
Field Code Description
ItemCode SKU
ItemDescription Product name
ShortDescription Product Short Description
Category Product Category
Brand Product Brand
SupplierItemCode Supplier specific SKU
Unit Unit of measure
Comment Line comment
Quantity Quantity received
Price Line item price
Discount Discount applied
Tax Tax if applicable
Total Total for line item
Type ACCPAY
Barcode Barcode
Description Product description
AdditionalAttribute1 Product Additional Attribute 1
AdditionalAttribute2 Product Additional Attribute 2
AdditionalAttribute3 Product Additional Attribute 3
AdditionalAttribute4 Product Additional Attribute 4
AdditionalAttribute5 Product Additional Attribute 5
AdditionalAttribute6 Product Additional Attribute 6
AdditionalAttribute7 Product Additional Attribute 7
AdditionalAttribute8 Product Additional Attribute 8
AdditionalAttribute9 Product Additional Attribute 9
AdditionalAttribute10 Product Additional Attribute 10
StockLocator Stock Locator. Specifies location of the item in warehouse
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
ItemWeight Product Weight per 1 quantity
TotalLineWeight ItemWeight * Quantity
InvoiceLineDetails
Field Code Description
TaskID Unique Purchase task ID
ID Line number
ItemCode SKU (of product or family)
ItemDescription Product/Family name
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)
April 2019 14
Field Code Description
Comment Line comment
Quantity Quantity to buy
Price Sell price
Discount Discount %
Tax Tax if applicable
Total Total for line item
Description Product/Family description
ProductImage ProductImage. Use this mail merge to display image «Image:ProductImage»
WeightUnits Weight Unit
ItemWeight Product Weight per 1 quantity
TotalLineWeight ItemWeight * Quantity
OptionsTable Table with options of family to buy (color-size matrix)
InvoiceAdditionalCosts Field Code Description
TaskID Unique Purchase task ID
ID Line number
Description Description of additional charges
Reference Custom line comment
Amount Unit Price
Quantity Quantity
Discount Discount %
Date Date charges occurred
TaxRule Tax rule applied
Tax Tax
Total Total for line item
InvoicePayments Field Code Description
TaskID Unique Purchase 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
CreditNoteLines Field Code Description
TaskID Unique Purchase task ID
ID Line Number
ItemCode SKU
ItemDescription Product name
ShortDescription Product Short Description
Category Product Category
Brand Product Brand
April 2019 15
Field Code Description
SupplierItemCode Supplier specific SKU
Unit Unit of measure
Comment Line comment
Quantity Quantity on credit note
Price Price
Discount Discount %
Tax Tax for line item
Total Total for line item
Type ACCPAYCREDIT
Barcode Barcode
Description Product description
AdditionalAttribute1 Product Additional Attribute 1
AdditionalAttribute2 Product Additional Attribute 2
AdditionalAttribute3 Product Additional Attribute 3
AdditionalAttribute4 Product Additional Attribute 4
AdditionalAttribute5 Product Additional Attribute 5
AdditionalAttribute6 Product Additional Attribute 6
AdditionalAttribute7 Product Additional Attribute 7
AdditionalAttribute8 Product Additional Attribute 8
AdditionalAttribute9 Product Additional Attribute 9
AdditionalAttribute10 Product Additional Attribute 10
StockLocator Stock Locator. Specifies location of the item in warehouse
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
ItemWeight Product Weight per 1 quantity
TotalLineWeight ItemWeight * Quantity
CreditNoteAdditionalCosts Field Code Description
TaskID Unique Purchase task ID
ID Line number
Description Description of additional charges
Reference Customer line comment
Amount Unit Price
Quantity Quantity
Discount Discount %
Date Date charges made
TaxRule Tax rule applied
Tax Tax amount
Total Total for line item
April 2019 16
CreditNotePayments Field Code Description
TaskID Unique Purchase task ID
ID Line number
PaymentMethod Name of the account payment made from
Reference Reference like receipt id
Amount Amount
DatePaid Date payment made
Unstock Field Code Description
TaskID Unique Purchase task ID
ID Line number
ItemCode SKU
ItemDescription Product name
ShortDescription Product Short Description
Category Product Category
Brand Product Brand
SupplierItemCode Supplier specific SKU
Unit Unit of measure
Quantity Quantity received
Location Location
DateReceived Date item received
Unstock Flag indicating that item has been unstocked
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
April 2019 17
Field Code Description
PriceTier6 Price tier 6
PriceTier7 Price tier 7
PriceTier8 Price tier 8
PriceTier9 Price tier 9
PriceTier10 Price tier 10
ItemWeight Product Weight per 1 quantity
TotalLineWeight ItemWeight * Quantity
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
Name Display Name of the tax component
Amount Value of the tax allocated to this component
Percent Tax rate
CreditNoteTaxDetails Field Code Description
Name Display Name of the tax component
Amount Value of the tax allocated to this component
Percent Tax rate
April 2019 18
Sale Process
Sale Field Code Description
TaskID Unique Sale task ID
Company Company name
Line1 Company Address Line1
Line2 Company Address Line2
Line3 Company Address Line3
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 ()
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
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
April 2019 19
Field Code Description
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
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
Field Code Description
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
Field Code Description
QuoteTotalQuantity TotalQuoteQuantity
OrderTotalQuantity Total Order Quantity
PickTotalQuantity Total Pick Quantity
ExpandedPickTotalQuantity TotalQuantity in ExpandedPick table
RestockTotalQuantity Total Restock Quantity
InvoiceTotalQuantity Total Invoice Quantity
CreditNoteTotalQuantity Total Credit Note Quantity
Status Sale Task status
CustomerAttribute1 Custom Attribute 1 value assigned to a customer
CustomerAttribute2 Custom Attribute 2 value assigned to a customer
CustomerAttribute3 Custom Attribute 3 value assigned to a customer
CustomerAttribute4 Custom Attribute 4 value assigned to a customer
CustomerAttribute5 Custom Attribute 5 value assigned to a customer
CustomerAttribute6 Custom Attribute 6 value assigned to a customer
CustomerAttribute7 Custom Attribute 7 value assigned to a customer
CustomerAttribute8 Custom Attribute 8 value assigned to a customer
CustomerAttribute9 Custom Attribute 9 value assigned to a customer
CustomerAttribute10 Custom Attribute 10 value assigned to a customer
TaxMode Totals are tax "Inclusive" or "Exclusive".
Carrier Carrier Service Name from Carrier/Service on Sale Order screen (Default Carrier setup in Customer Record)
StripePay This mail merge field will be replaced by Pay By Stripe hyperlink image enabling clients to pay the invoice by Stripe. Stripe integration should be enabled and configured.
PayPalPay This mail merge field will be replaced by Pay By PayPal hyperlink image enabling clients to pay the invoice by PayPal. PayPal integration should be enabled and configured.
SaleAttribute1 Sale Additional Attribute 1
SaleAttribute2 Sale Additional Attribute 2
SaleAttribute3 Sale Additional Attribute 3
SaleAttribute4 Sale Additional Attribute 4
SaleAttribute5 Sale Additional Attribute 5
SaleAttribute6 Sale Additional Attribute 6
SaleAttribute7 Sale Additional Attribute 7
SaleAttribute8 Sale Additional Attribute 8
SaleAttribute9 Sale Additional Attribute 9
SaleAttribute10 Sale Additional Attribute 10
QuoteLines Field Code Description
TaskID Unique sale task id
ID Line number
ProductCode SKU
ProductName Name of the product
ShortDescription Product Short Description
April 2019 22
Field Code Description
Unit Units sold
Quantity Quantity sold
Price Sale Price
PriceDiscounted Sell price with all discounts applied
Discount Discount applied
Tax Line item Tax
Total Line item Total
Barcode Item barcode
Description Product description
AdditionalAttribute1 Product Additional Attribute 1
AdditionalAttribute2 Product Additional Attribute 2
AdditionalAttribute3 Product Additional Attribute 3
AdditionalAttribute4 Product Additional Attribute 4
AdditionalAttribute5 Product Additional Attribute 5
AdditionalAttribute6 Product Additional Attribute 6
AdditionalAttribute7 Product Additional Attribute 7
AdditionalAttribute8 Product Additional Attribute 8
AdditionalAttribute9 Product Additional Attribute 9
AdditionalAttribute10 Product Additional Attribute 10
StockLocator Stock Locator. Specifies location of the item in warehouse
ProductImage Product Image. Use this mail merge to display image «Image:ProductImage»
Comment Additional information for line item.
WeightUnits Weight Unit
ItemWeight Product Weight per 1 quantity
TotalLineWeight ItemWeight * Quantity
TaxPercentage Tax percentage applied to this line
TaxRule Name of the tax rule applied to this line
Category Product Category
Brand Product Brand
Option1 Product Family variant option 1 value
Option2 Product Family variant option 2 value
Option3 Product Family variant option 3 value
QuoteLineDetails
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
Unit Units sold
Quantity Quantity sold
Price Sale Price
PriceDiscounted Sell price with all discounts applied
Discount Discount applied
April 2019 23
Field Code Description
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 Field Code Description
TaskID Unique sale task id
ID Line number
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 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 Field Code Description
TaskID Unique sale task ID
ID Line number
ProductCode SKU
ProductName Product name
April 2019 24
Field Code Description
ShortDescription Product Short Description
Unit Unit of measure
Quantity Quantity to sell
Price Sell price
PriceDiscounted Sell price with all discounts applied
Discount Discount %
Tax Tax if applicable
Total Total for line item
Barcode Barcode
AdditionalAttribute1 Product Additional Attribute 1
AdditionalAttribute2 Product Additional Attribute 2
AdditionalAttribute3 Product Additional Attribute 3
AdditionalAttribute4 Product Additional Attribute 4
AdditionalAttribute5 Product Additional Attribute 5
AdditionalAttribute6 Product Additional Attribute 6
AdditionalAttribute7 Product Additional Attribute 7
AdditionalAttribute8 Product Additional Attribute 8
AdditionalAttribute9 Product Additional Attribute 9
AdditionalAttribute10 Product Additional Attribute 10
Description Product description
StockLocator Stock Locator. Specifies location of the item in warehouse
ProductImage Product Image. Use this mail merge to display image «Image:ProductImage»
Backorder Flag indicating that item was backordered {Yes, No}
Comment Additional information for line item.
DropShip Print YES or NO as per selection in Order line
WeightUnits Weight Unit
ItemWeight Product Weight per 1 quantity
TotalLineWeight ItemWeight * Quantity
TaxRule Tax rule applied to this line
TaxPercentage Tax percentage applied to this line
Category Product Category
Brand Product Brand
Option1 Product Family variant option 1 value
Option2 Product Family variant option 2 value
Option3 Product Family variant option 3 value
OrderLineDetails
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
Unit Units sold
Quantity Quantity sold
April 2019 25
Field Code Description
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
Field Code Description
TaskID Unique sale task id
ID Line number
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 Field Code Description
TaskID Unique sale task ID
ID Line number
ProductCode SKU
ProductName Product name
ShortDescription Product Short Description
Unit Unit of measure
Quantity Quantity to pick
Location Location
BatchOrSerialNumber Batch or Serial number
Barcode Barcode
April 2019 26
Field Code 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
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 Can be used as 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 Has the same content as Pick table, except that auto-assembled products are replaced with their
components.
April 2019 27
Field Code Description
TaskID Unique sale task ID
ID Line number
ProductCode SKU
ProductName Product name
ShortDescription Product Short Description
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
April 2019 28
Field Code Description
Option3 Product Family variant option 3 value
Pack Field Code Description
TaskID Unique sale task ID
ID Line number
ProductCode SKU
ProductName Product name
ShortDescription Product Short Description
Unit Unit of measure
Quantity Quantity to pick
BoxNumber Box number where item packed
BatchSN Batch or Serial number
Barcode Barcode
AdditionalAttribute1 Product Additional Attribute 1
AdditionalAttribute2 Product Additional Attribute 2
AdditionalAttribute3 Product Additional Attribute 3
AdditionalAttribute4 Product Additional Attribute 4
AdditionalAttribute5 Product Additional Attribute 5
AdditionalAttribute6 Product Additional Attribute 6
AdditionalAttribute7 Product Additional Attribute 7
AdditionalAttribute8 Product Additional Attribute 8
AdditionalAttribute9 Product Additional Attribute 9
AdditionalAttribute10 Product Additional Attribute 10
Description Product description
ExpiryDate Item expiry date
StockLocator Stock Locator. Specifies location of the item in warehouse
ProductImage Product Image. Use this mail merge to display image «Image:ProductImage»
Price Item price
WeightUnits Weight Unit
ItemWeight Product Weight per 1 quantity
TotalLineWeight ItemWeight * Quantity
Comment Comment field from related sale order lines
Category Product Category
Brand Product Brand
Option1 Product Family variant option 1 value
Option2 Product Family variant option 2 value
Option3 Product Family variant option 3 value
BoxContent Field Code Description
TaskID Unique sale task ID
BoxNumber Box number
April 2019 29
Field Code Description
ProductCode SKU
ProductName Product name
ShortDescription Product Short Description
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 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
InvoiceLines Field Code Description
TaskID Unique sale task ID
ID Line Number
ProductCode SKU
ProductName Product name
ShortDescription Product Short Description
Unit unit of measure
Quantity Quantity on invoice
Price Price
PriceDiscounted Sell price with all discounts applied
Discount Discount %
Tax Tax for line item
Total Total for line item
Type ACCREC
AccountCode Sale account used
Barcode Barcode
AdditionalAttribute1 Product Additional Attribute 1
AdditionalAttribute2 Product Additional Attribute 2
AdditionalAttribute3 Product Additional Attribute 3
AdditionalAttribute4 Product Additional Attribute 4
AdditionalAttribute5 Product Additional Attribute 5
April 2019 30
Field Code Description
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
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
Unit Units sold
Quantity Quantity sold
Price Sale Price
April 2019 31
Field Code Description
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
Field Code Description
TaskID Unique sale task ID
ID Line Number
ProductCode SKU
ProductName Product name
ShortDescription Product Short Description
Unit unit of measure
Quantity Quantity on invoice
Price Price
PriceDiscounted Sell price with all discounts applied
Discount Discount %
Tax Tax for line item
Total Total for line item
AccountCode Sale account used
Barcode Barcode
AdditionalAttribute1 Product Additional Attribute 1
AdditionalAttribute2 Product Additional Attribute 2
AdditionalAttribute3 Product Additional Attribute 3
AdditionalAttribute4 Product Additional Attribute 4
AdditionalAttribute5 Product Additional Attribute 5
AdditionalAttribute6 Product Additional Attribute 6
AdditionalAttribute7 Product Additional Attribute 7
AdditionalAttribute8 Product Additional Attribute 8
AdditionalAttribute9 Product Additional Attribute 9
AdditionalAttribute10 Product Additional Attribute 10
Description Product description
StockLocator Stock Locator. Specifies location of the item in warehouse
ProductImage Product Image. Use this mail merge to display image «Image:ProductImage»
April 2019 32
Field Code Description
BatchorSerialNumbers Comma-delimited list of all batches or serial numbers for every item included on the invoice
Comment Additional information for line item.
PriceTier1 Price tier 1
PriceTier2 Price tier 2
PriceTier3 Price tier 3
PriceTier4 Price tier 4
PriceTier5 Price tier 5
PriceTier6 Price tier 6
PriceTier7 Price tier 7
PriceTier8 Price tier 8
PriceTier9 Price tier 9
PriceTier10 Price tier 10
WeightUnits Weight Unit
ItemWeight Product Weight per 1 quantity
TotalLineWeight ItemWeight * Quantity
TaxRule Tax Rule applied to this line
TaxPercentage Tax Percentage applied to this line
Category Product Category
Brand Product Brand
Option1 Product Family variant option 1 value
Option2 Product Family variant option 2 value
Option3 Product Family variant option 3 value
InvoiceAdditionalCharges Field Code Description
TaskID Unique sale task id
ID Line number
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 Field Code Description
TaskID Unique sale task id
ID Line number
April 2019 33
Field Code Description
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 Field Code Description
TaskID Unique sale task ID
ID Line Number
ProductCode SKU
ProductName Product name
ShortDescription Product Short Description
Unit unit of measure
Quantity Quantity on credit note
Price Price
Discount Discount %
Tax Tax for line item
Total Total for line item
Type ACCRECCREDIT
AccountCode Sale account used
Barcode Barcode
AdditionalAttribute1 Product Additional Attribute 1
AdditionalAttribute2 Product Additional Attribute 2
AdditionalAttribute3 Product Additional Attribute 3
AdditionalAttribute4 Product Additional Attribute 4
AdditionalAttribute5 Product Additional Attribute 5
AdditionalAttribute6 Product Additional Attribute 6
AdditionalAttribute7 Product Additional Attribute 7
AdditionalAttribute8 Product Additional Attribute 8
AdditionalAttribute9 Product Additional Attribute 9
AdditionalAttribute10 Product Additional Attribute 10
Description Product description
Backorder Flag indicating that item was backordered {Yes, No}
StockLocator Stock Locator. Specifies location of the item in warehouse
ProductImage Product Image. Use this mail merge to display image «Image:ProductImage»
BatchorSerialNumbers Comma-delimited list of all batches or serial numbers for every item included on the credit note
Comment Additional information for line item.
WeightUnits Weight Unit
ItemWeight Product Weight per 1 quantity
TotalLineWeight ItemWeight * Quantity
TaxPercentage Tax percentage applied to this line
April 2019 34
Field Code Description
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 Field Code Description
TaskID Unique sale task id
ID Line number
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
April 2019 35
CreditNoteRefunds 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 Field Code Description
TaskID Unique sale task id
ID Line number
ProductCode SKU
ProductName Product name
ShortDescription Product Short Description
Unit Units of measure
Quantity Restock quantity
Location Warehouse location
BatchOrSerialNumber Batch or serial number to restock
Barcode Barcode
Description Product description
AdditionalAttribute1 Product Additional Attribute 1
AdditionalAttribute2 Product Additional Attribute 2
AdditionalAttribute3 Product Additional Attribute 3
AdditionalAttribute4 Product Additional Attribute 4
AdditionalAttribute5 Product Additional Attribute 5
AdditionalAttribute6 Product Additional Attribute 6
AdditionalAttribute7 Product Additional Attribute 7
AdditionalAttribute8 Product Additional Attribute 8
AdditionalAttribute9 Product Additional Attribute 9
AdditionalAttribute10 Product Additional Attribute 10
StockLocator Stock Locator. Specifies location of the item in warehouse
ExpiryDate Item expiry date
ProductImage Product Image. Use this mail merge to display image «Image:ProductImage»
PriceTier1 Price tier 1
PriceTier2 Price tier 2
PriceTier3 Price tier 3
PriceTier4 Price tier 4
PriceTier5 Price tier 5
PriceTier6 Price tier 6
PriceTier7 Price tier 7
April 2019 36
Field Code Description
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 Field Code Description
Name Display Name of the tax component
Amount Value of the tax allocated to this component
Percent Tax rate
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
Name Display Name of the tax component
Amount Value of the tax allocated to this component
Percent Tax rate
CreditNoteTaxDetails Field Code Description
Name Display Name of the tax component
Amount Value of the tax allocated to this component
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.
Field Code Description
TaskID Unique task ID
ID Line number
ItemCode SKU
ItemDescription Product name
ShortDescription Product Short Description
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
April 2019 38
Field Code Description
Option2 Product Family variant option 2 value
Option3 Product Family variant option 3 value
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
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
April 2019 40
Field Code Description
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 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»
April 2019 41
OrderCombinedByCarrier 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
This table can wrap following 4 tables to group picked/packed items by location
Field Code Description
Location Name of the location of Picked and Packed products
PickCombinedNoBatches
This tables holds picked products 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
April 2019 42
Field Code Description
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
This tables holds picked products 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
April 2019 43
Field Code Description
ItemWeight Product Weight per 1 quantity
TotalWeight ItemWeight * Quantity
Category Product Category
Brand Product Brand
PickCombinedWithBatches
This tables holds picked products 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
April 2019 44
PackCombinedNoBatches
This tables holds packed products 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
This tables holds packed products 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
April 2019 45
Field Code Description
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
Holds information about shipping lines from all selected sale tasks + general sale information
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
April 2019 46
Field Code Description
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
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
Company Company name
InventoryAdjustment Field Code Description
ID Line Number
ProductName Product Name
ProductCode SKU
Unit Unit of measure
Location Warehouse location
Barcode Product barcode
WeightPerUnit Product weight per Unit
Comments Comments
QuantityOnHand Quantity on hand at the time of adjustment created
Adjustment adjustment quantity
Varience difference between stock on hand and adjustment
BatchOrSerialNumber batch or serial number if applicable
StockLocator Stock Locator. Specifies location of the item in warehouse
ExpiryDate Item expiry date
Category Product Category
Brand Brand
StockLocator Stock locator
AdditionalAttribute1 Product additional attribute 1 value
AdditionalAttribute2 Product additional attribute 2 value
AdditionalAttribute3 Product additional attribute 3 value
AdditionalAttribute4 Product additional attribute 4 value
AdditionalAttribute5 Product additional attribute 5 value
AdditionalAttribute6 Product additional attribute 6 value
AdditionalAttribute7 Product additional attribute 7 value
AdditionalAttribute8 Product additional attribute 8 value
AdditionalAttribute9 Product additional attribute 9 value
AdditionalAttribute10 Product additional attribute 10 value
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
Company Company name
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
ProductName Product name
ProductCode SKU
Unit Unit of measure
Location Location & Bin from which item is picked
QuantityOnHand Quantity on hand
QuantityAvailable Available Quantity
TransferQuantity Transfer Quantity
BatchOrSerialNumber Batch or serial number when applicable
StockLocator Stock Locator. Specifies Default location of the item as specified on the product
FromStockLocator Stock Locator for source warehouse location of the product
ToStockLocator Stock Locator for target warehouse location of the product
April 2019 50
Field Code Description
ExpiryDate Item expiry date
FromLocation Location where the stock is coming from
ToLocation Location where the stock is going to
Barcode Product barcode
WeightPerUnit Product weight Per Unit
Category Product Category
Brand Product Brand
AdditionalAttribute1 Additional attribute 1 value of the product
AdditionalAttribute2 Additional attribute 2 value of the product
AdditionalAttribute3 Additional attribute 3 value of the product
AdditionalAttribute4 Additional attribute 4 value of the product
AdditionalAttribute5 Additional attribute 5 value of the product
AdditionalAttribute6 Additional attribute 6 value of the product
AdditionalAttribute7 Additional attribute 7 value of the product
AdditionalAttribute8 Additional attribute 8 value of the product
AdditionalAttribute9 Additional attribute 9 value of the product
AdditionalAttribute10 Additional attribute 10 value of the product
StockTransferOrder Field Code Description
ID Line Number
ProductName Product name
ProductCode SKU
Unit Unit of measure
Comments Comments for line item
QuantityOnHand Quantity on hand
QuantityAvailable Available Quantity
TransferQuantity Transfer Ordered Quantity
StockLocator Stock Locator. Specifies Default location of the item as specified on the product
FromStockLocator Stock Locator for source warehouse location of the product
ToStockLocator Stock Locator for target warehouse location of the product
FromLocation Location where the stock is coming from
ToLocation Location where the stock is going to
Barcode Product barcode
WeightPerUnit Product weight Per Unit
Category Product Category
Brand Product Brand
AdditionalAttribute1 Additional attribute 1 value of the product
AdditionalAttribute2 Additional attribute 2 value of the product
AdditionalAttribute3 Additional attribute 3 value of the product
AdditionalAttribute4 Additional attribute 4 value of the product
AdditionalAttribute5 Additional attribute 5 value of the product
AdditionalAttribute6 Additional attribute 6 value of the product
AdditionalAttribute7 Additional attribute 7 value of the product
AdditionalAttribute8 Additional attribute 8 value of the product
April 2019 51
Field Code Description
AdditionalAttribute9 Additional attribute 9 value of the product
AdditionalAttribute10 Additional attribute 10 value of the product
FinishedGoodsTask Field Code Description
AssemblyNumber Assembly Number
Status Status of assembly task
LastUpdatedBy User made the most recent change
Location Warehouse location
Quantity Quantity to assemble
ProductCode SKU
Name Product Name
Barcode Product barcode
WeightPerUnit Product weight Per Unit
Weight Total weight for Line
Company Company name
Date Date assembly was created
DatePrinted Date report is printed
WIPDate Work in Progress date
CompletionDate Completion date
Account Expense Account code / Finished Good account code
WIPAccount WIP Account code
Unit Unit of measure
BatchOrSerialNumber Batch or Serial number if applicable
TotalCost Cost of the finished goods
StockLocator Stock Locator. Specifies location of the item in warehouse
ExpiryDate Item expiry date
ProductImage Product Image. Use this mail merge to display image «Image:ProductImage»
Bin Name of the bin assembled product is placed to. Can be empty.
Notes Multiline notes
AdditionalAttribute1 Additional attribute 1 value of the product
AdditionalAttribute2 Additional attribute 2 value of the product
AdditionalAttribute3 Additional attribute 3 value of the product
AdditionalAttribute4 Additional attribute 4 value of the product
AdditionalAttribute5 Additional attribute 5 value of the product
AdditionalAttribute6 Additional attribute 6 value of the product
AdditionalAttribute7 Additional attribute 7 value of the product
AdditionalAttribute8 Additional attribute 8 value of the product
AdditionalAttribute9 Additional attribute 9 value of the product
AdditionalAttribute10 Additional attribute 10 value of the product
Description Manufactured product description
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
ShortDescription Product Short Description
Cost Cost of 1 quantity
Unit Units of measure
BatchOrSerialNumber Batch or Serial number if applicable
TotalCost Cost of the component for TotalQuantity
Barcode Product barcode
WeightPerUnit Product weight Per Unit
Weight Total weight for Line
StockLocator Stock Locator. Specifies location of the item in warehouse
ExpiryDate Item expiry date
ProductImage Product Image. Use this mail merge to display image «Image:ProductImage»
Bin Name of the bin finished goods component is taken from. Can be empty.
AdditionalAttribute1 Product additional attribute 1
AdditionalAttribute2 Product additional attribute 2
AdditionalAttribute3 Product additional attribute 3
AdditionalAttribute4 Product additional attribute 4
AdditionalAttribute5 Product additional attribute 5
AdditionalAttribute6 Product additional attribute 6
AdditionalAttribute7 Product additional attribute 7
AdditionalAttribute8 Product additional attribute 8
AdditionalAttribute9 Product additional attribute 9
AdditionalAttribute10 Product additional attribute 10
Category Product category
Brand Product brand
Description Component product description
FinishedGoodsComponentsBatch Field Code Description
ID Line Number
ProductCode SKU
Name Product name
ShortDescription Product Short Description
Unit Units of measure
BatchOrSerialNumber Batch or Serial number if applicable
StockLocator Stock Locator. Specifies location of the item in warehouse
April 2019 53
Field Code Description
ExpiryDate Item expiry date
ProductImage Product Image. Use this mail merge to display image «Image:ProductImage»
Barcode Product barcode
WeightPerUnit Product weight Per Unit
Weight Total weight for Line
Bin Name of the bin finished goods component is taken from. Can be empty.
AdditionalAttribute1 Product additional attribute 1
AdditionalAttribute2 Product additional attribute 2
AdditionalAttribute3 Product additional attribute 3
AdditionalAttribute4 Product additional attribute 4
AdditionalAttribute5 Product additional attribute 5
AdditionalAttribute6 Product additional attribute 6
AdditionalAttribute7 Product additional attribute 7
AdditionalAttribute8 Product additional attribute 8
AdditionalAttribute9 Product additional attribute 9
AdditionalAttribute10 Product additional attribute 10
Category Product category
Brand Product brand
Description Component product description
FinishedGoodsOrder Field Code Description
ID Line Number
Quantity Quantity to use
TotalQuantity Quantity to assemble
WastageQuantity Assumed wastage (quantity)
WastagePercent Assumed wastage (percent)
ProductCode SKU
Name Product name
ShortDescription Product Short Description
Barcode Product barcode
WeightPerUnit Product weight Per Unit
Weight Total weight for Line
Cost Cost of 1 quantity of the component
Unit Units of measure
TotalCost Cost of TotalQuantity of the component
StockLocator Stock Locator. Specifies location of the item in warehouse
ProductImage Product Image. Use this mail merge to display image «Image:ProductImage»
Category Product Category
Brand Product Brand
AdditionalAttribute1 Product additional attribute 1 value
AdditionalAttribute2 Product additional attribute 2 value
AdditionalAttribute3 Product additional attribute 3 value
April 2019 54
Field Code Description
AdditionalAttribute4 Product additional attribute 4 value
AdditionalAttribute5 Product additional attribute 5 value
AdditionalAttribute6 Product additional attribute 6 value
AdditionalAttribute7 Product additional attribute 7 value
AdditionalAttribute8 Product additional attribute 8 value
AdditionalAttribute9 Product additional attribute 9 value
AdditionalAttribute10 Product additional attribute 10 value
Description Product description
InventoryAdjustmentLabel Field Code Description
Location Warehouse location
Unit Units of measure
Quantity Quantity
ProductCode SKU
Name Product name
Company Company name
DatePrinted Date report is printed
BatchOrSerialNumber Batch or Serial number if applicable
ExpiryDate Item expiry date
Comments User entered comments
StockLocator Stock Locator. Specifies location of the item in warehouse
Barcode Item Barcode
WeightPerUnit Product weight
ProductImage Product Image. Use this mail merge to display image «Image:ProductImage»
Price1 Price tier 1
Price2 Price tier 2
Price3 Price tier 3
Price4 Price tier 4
Price5 Price tier 5
Price6 Price tier 6
Price7 Price tier 7
Price8 Price tier 8
Price9 Price tier 9
Price10 Price tier 10
Category Product Category
Brand Product Brand
AdditionalAttribute1 Product additional attribute 1 value
AdditionalAttribute2 Product additional attribute 2 value
AdditionalAttribute3 Product additional attribute 3 value
AdditionalAttribute4 Product additional attribute 4 value
AdditionalAttribute5 Product additional attribute 5 value
AdditionalAttribute6 Product additional attribute 6 value
April 2019 55
Field Code Description
AdditionalAttribute7 Product additional attribute 7 value
AdditionalAttribute8 Product additional attribute 8 value
AdditionalAttribute9 Product additional attribute 9 value
AdditionalAttribute10 Product additional attribute 10 value
ProductLabelsBatch The same content as in InventoryAdjustmentLabel except that for each line with X quantity in
InventoryAdjustmentLabel there are X lines in ProductLabelsBatch table
Field Code Description
Location Warehouse location
Unit Units of measure
Quantity Quantity
ProductCode SKU
Name Product name
Company Company name
DatePrinted Date report is printed
BatchOrSerialNumber Batch or Serial number if applicable
ExpiryDate Item expiry date
Comments User entered comments
StockLocator Stock Locator. Specifies location of the item in warehouse
Barcode Item Barcode
WeightPerUnit Product weight Per Unit
Weight Total weight for Line
ProductImage Product Image. Use this mail merge to display image «Image:ProductImage»
Price1 Price tier 1
Price2 Price tier 2
Price3 Price tier 3
Price4 Price tier 4
Price5 Price tier 5
Price6 Price tier 6
Price7 Price tier 7
Price8 Price tier 8
Price9 Price tier 9
Price10 Price tier 10
Category Product category
Brand Product Brand
AdditionalAttribute1 Product additional attribute 1 value
AdditionalAttribute2 Product additional attribute 2 value
AdditionalAttribute3 Product additional attribute 3 value
AdditionalAttribute4 Product additional attribute 4 value
AdditionalAttribute5 Product additional attribute 5 value
AdditionalAttribute6 Product additional attribute 6 value
April 2019 56
Field Code Description
AdditionalAttribute7 Product additional attribute 7 value
AdditionalAttribute8 Product additional attribute 8 value
AdditionalAttribute9 Product additional attribute 9 value
AdditionalAttribute10 Product additional attribute 10 value
Price List
Header Field Code Description
Company Company name
PriceTierName1 Name for price tier 1
PriceTierName2 Name for price tier 2
PriceTierName3 Name for price tier 3
PriceTierName4 Name for price tier 4
PriceTierName5 Name for price tier 5
PriceTierName6 Name for price tier 6
PriceTierName7 Name for price tier 7
PriceTierName8 Name for price tier 8
PriceTierName9 Name for price tier 9
PriceTierName10 Name for price tier 10
DatePrinted Date when price list is generated
SelectedCategory Category selected as a filter
SelectedBrand Brand selected as a filter
SelectedTag Product tag selected as a filter
Products Field Code Description
ID Line Number
ProductCode Product code
ProductName Product name
ShortDescription Product Short Description
Category Category
Barcode Barcode
Description Product description
CustomField1 Value of custom field 1
CustomField2 Value of custom field 2
CustomField3 Value of custom field 3
CustomField4 Value of custom field 4
CustomField5 Value of custom field 5
CustomField6 Value of custom field 6
CustomField7 Value of custom field 7
CustomField8 Value of custom field 8
April 2019 57
Field Code Description
CustomField9 Value of custom field 9
CustomField10 Value of custom field 10
StockLocator Stock Locator. Specifies location of the item in warehouse
Option1 Name of the option 1 (For product families only)
Option2 Name of the option 2 (For product families only)
Option3 Name of the option 3 (For product families only)
Price1 Price tier 1
Price2 Price tier 2
Price3 Price tier 3
Price4 Price tier 4
Price5 Price tier 5
Price6 Price tier 6
Price7 Price tier 7
Price8 Price tier 8
Price9 Price tier 9
Price10 Price tier 10
UOM Unit of measure
Tags Comma delimited product tags
Available Available stock (includes allocated)
OnHand Stock on hand (doesn’t include allocated)
ProductImage Product Image. Use this mail merge to display image «Image:ProductImage»
April 2019 58
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
Company Company name
AssemblyInstructionURL URL of the assembly instruction if specified for disassembled product
StockLocator Stock Locator field of disassembled product
Barcode Barcode of disassembled product
AdditionalAttribute1 Additional Attribute 1 of disassembled product
AdditionalAttribute2 Additional Attribute 2 of disassembled product
AdditionalAttribute3 Additional Attribute 3 of disassembled product
AdditionalAttribute4 Additional Attribute 4 of disassembled product
AdditionalAttribute5 Additional Attribute 5 of disassembled product
AdditionalAttribute6 Additional Attribute 6 of disassembled product
AdditionalAttribute7 Additional Attribute 7 of disassembled product
AdditionalAttribute8 Additional Attribute 8 of disassembled product
AdditionalAttribute9 Additional Attribute 9 of disassembled product
AdditionalAttribute10 Additional Attribute 10 of disassembled product
ProductImage Default image of disassembled product. Use this mail merge to display image «Image:ProductImage»
ComponentsTotalCost Total cost of components produced as a result of disassembly (excluding cost of Labour and Overheads)
ServicesTotalAmount Total amount of Labour and Overheads associated with disassembly
TotalCost ComponentsTotalCost + ServicesTotalAmount
TotalComponentLines Number of components produced as a result of disassembly
TotalComponentsQuantity Quantity of components produced as a result of disassembly
Unit Unit of measure
TotalServicesLines Number of services used in disassembly
April 2019 59
DisassemblyPicking Field Code Description
Quantity Quantity to pick
UnitCost Unit cost of this product batch
Cost Quantity * UnitCost
BatchSN Batch/Serial number
ExpiryDate Expiry Date
ID Line Number
StockLocator Stock Locator field of disassembled product
Barcode Barcode of disassembled product
AdditionalAttribute1 Additional Attribute 1 of disassembled product
AdditionalAttribute2 Additional Attribute 2 of disassembled product
AdditionalAttribute3 Additional Attribute 3 of disassembled product
AdditionalAttribute4 Additional Attribute 4 of disassembled product
AdditionalAttribute5 Additional Attribute 5 of disassembled product
AdditionalAttribute6 Additional Attribute 6 of disassembled product
AdditionalAttribute7 Additional Attribute 7 of disassembled product
AdditionalAttribute8 Additional Attribute 8 of disassembled product
AdditionalAttribute9 Additional Attribute 9 of disassembled product
AdditionalAttribute10 Additional Attribute 10 of disassembled product
Bin Name of the bin pick line is located at. Can be empty.
DisassemblyComponents Field Code Description
Quantity Quantity produced
Cost Cost of the whole number of units (not a unit cost)
BatchSN Batch/Serial number
ExpiryDate Expiry Date
ProductCode SKU of the produced product
Name Name of the produced product
Quantity Quantity of produced product
StockLocator Stock Locator field of produced product
Barcode Barcode of produced product
AdditionalAttribute1 Additional Attribute 1 of produced product
AdditionalAttribute2 Additional Attribute 2 of produced product
AdditionalAttribute3 Additional Attribute 3 of produced product
AdditionalAttribute4 Additional Attribute 4 of produced product
AdditionalAttribute5 Additional Attribute 5 of produced product
AdditionalAttribute6 Additional Attribute 6 of produced product
AdditionalAttribute7 Additional Attribute 7 of produced product
AdditionalAttribute8 Additional Attribute 8 of produced product
AdditionalAttribute9 Additional Attribute 9 of produced product
AdditionalAttribute10 Additional Attribute 10 of produced product
PriceTier1 Price tier 1 of produced product
PriceTier2 Price tier 2 of produced product
April 2019 60
Field Code Description
PriceTier3 Price tier 3 of produced product
PriceTier4 Price tier 4 of produced product
PriceTier5 Price tier 5 of produced product
PriceTier6 Price tier 6 of produced product
PriceTier7 Price tier 7 of produced product
PriceTier8 Price tier 8 of produced product
PriceTier9 Price tier 9 of produced product
PriceTier10 Price tier 10 of produced product
ProductImage Default image of produced product. Use this mail merge to display image «Image:ProductImage»
ID Line Number
Unit Unit of measure
Bin Name of the bin disassembled component is placed to. Can be empty.
DisassemblyServices Field Code Description
Amount Amount of money spent on this service. It is distributed between components to calculate unit cost of produced products
ProductCode SKU of the service
Name Name of the service
Barcode Barcode of service
AdditionalAttribute1 Additional Attribute 1
AdditionalAttribute2 Additional Attribute 2
AdditionalAttribute3 Additional Attribute 3
AdditionalAttribute4 Additional Attribute 4
AdditionalAttribute5 Additional Attribute 5
AdditionalAttribute6 Additional Attribute 6
AdditionalAttribute7 Additional Attribute 7
AdditionalAttribute8 Additional Attribute 8
AdditionalAttribute9 Additional Attribute 9
AdditionalAttribute10 Additional Attribute 10
PriceTier1 Price tier 1
PriceTier2 Price tier 2
PriceTier3 Price tier 3
PriceTier4 Price tier 4
PriceTier5 Price tier 5
PriceTier6 Price tier 6
PriceTier7 Price tier 7
PriceTier8 Price tier 8
PriceTier9 Price tier 9
PriceTier10 Price tier 10
ID Line Number
Comments User entered comments
April 2019 61
DisassemblyLabel Field Code Description
Location Location where disassembly takes place
Unit Unit of measure of produced product
Quantity Quantity produced
ProductCode SKU of produced product
Name Name of produced product
Company Company name
DatePrinted Date when the document is generated
BatchOrSerialNumber Batch/Serial number of produced product
ExpiryDate Expiry date of produced product
Cost Cost of produced product
StockLocator Stock Locator field of produced product
Barcode Barcode of produced product
AdditionalAttribute1 Additional Attribute 1 of produced product
AdditionalAttribute2 Additional Attribute 2 of produced product
AdditionalAttribute3 Additional Attribute 3 of produced product
AdditionalAttribute4 Additional Attribute 4 of produced product
AdditionalAttribute5 Additional Attribute 5 of produced product
AdditionalAttribute6 Additional Attribute 6 of produced product
AdditionalAttribute7 Additional Attribute 7 of produced product
AdditionalAttribute8 Additional Attribute 8 of produced product
AdditionalAttribute9 Additional Attribute 9 of produced product
AdditionalAttribute10 Additional Attribute 10 of produced product
PriceTier1 Price tier 1 of produced product
PriceTier2 Price tier 2 of produced product
PriceTier3 Price tier 3 of produced product
PriceTier4 Price tier 4 of produced product
PriceTier5 Price tier 5 of produced product
PriceTier6 Price tier 6 of produced product
PriceTier7 Price tier 7 of produced product
PriceTier8 Price tier 8 of produced product
PriceTier9 Price tier 9 of produced product
PriceTier10 Price tier 10 of produced product
ProductImage Default image of produced product. Use this mail merge to display
image «Image:ProductImage»
Bin Name of the bin disassembled component is placed to. Can be empty.
DisassemblyLabelsBatch The same content as in DisassemblyLabel except that for each line with X quantity in
DisassemblyLabelthere are X lines in DisassemblyLabelsBatch table
Field Code Description
Location Location where disassembly takes place
Unit Unit of measure of produced product
April 2019 62
Field Code Description
Quantity Quantity produced
ProductCode SKU of produced product
Name Name of produced product
Company Company name
DatePrinted Date when the document is generated
BatchOrSerialNumber Batch/Serial number of produced product
ExpiryDate Expiry date of produced product
Cost Cost of produced product
StockLocator Stock Locator field of produced product
Barcode Barcode of produced product
AdditionalAttribute1 Additional Attribute 1 of produced product
AdditionalAttribute2 Additional Attribute 2 of produced product
AdditionalAttribute3 Additional Attribute 3 of produced product
AdditionalAttribute4 Additional Attribute 4 of produced product
AdditionalAttribute5 Additional Attribute 5 of produced product
AdditionalAttribute6 Additional Attribute 6 of produced product
AdditionalAttribute7 Additional Attribute 7 of produced product
AdditionalAttribute8 Additional Attribute 8 of produced product
AdditionalAttribute9 Additional Attribute 9 of produced product
AdditionalAttribute10 Additional Attribute 10 of produced product
PriceTier1 Price tier 1 of produced product
PriceTier2 Price tier 2 of produced product
PriceTier3 Price tier 3 of produced product
PriceTier4 Price tier 4 of produced product
PriceTier5 Price tier 5 of produced product
PriceTier6 Price tier 6 of produced product
PriceTier7 Price tier 7 of produced product
PriceTier8 Price tier 8 of produced product
PriceTier9 Price tier 9 of produced product
PriceTier10 Price tier 10 of produced product
ProductImage Default image of produced product. Use this mail merge to display image
«Image:ProductImage»
Bin Name of the bin disassembled component is placed to. Can be empty.
April 2019 63
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
DatePrinted Date when the document is generated
Company Company name
Comments Comments of a job
AddressLine1 Job address line 1
AddressLine2 Job address line 2
EstimatedValue Estimated job value
BudgetedMargin Default margin that is applied to new sale invoices generated by a job
AdditionalAttribute1 Additional Attribute 1 of a job
AdditionalAttribute2 Additional Attribute 2 of a job
AdditionalAttribute3 Additional Attribute 3 of a job
AdditionalAttribute4 Additional Attribute 4 of a job
AdditionalAttribute5 Additional Attribute 5 of a job
AdditionalAttribute6 Additional Attribute 6 of a job
AdditionalAttribute7 Additional Attribute 7 of a job
AdditionalAttribute8 Additional Attribute 8 of a job
AdditionalAttribute9 Additional Attribute 9 of a job
AdditionalAttribute10 Additional Attribute 10 of a job
ProjectManager Name of project manager who is responsible for a job
Phone Job contact’s phone number
Customer Name of a Customer job is being associated with
April 2019 64
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
AdditionalAttribute2 Additional Attribute 2 of a product being produced
AdditionalAttribute3 Additional Attribute 3 of a product being produced
AdditionalAttribute4 Additional Attribute 4 of a product being produced
AdditionalAttribute5 Additional Attribute 5 of a product being produced
AdditionalAttribute6 Additional Attribute 6 of a product being produced
AdditionalAttribute7 Additional Attribute 7 of a product being produced
AdditionalAttribute8 Additional Attribute 8 of a product being produced
AdditionalAttribute9 Additional Attribute 9 of a product being produced
AdditionalAttribute10 Additional Attribute 10 of a product being produced
Date Date when finished goods task was created
Unit Unit of measure of a product being produced
ID Sequential finished goods task number in the list (from 1 onwards)
PlannedManufacturingComponents Field Code Description
ItemDescription Name of component used to produce finished goods product
SKU SKU of component used to produce finished goods product
Quantity Quantity of component used to produce finished goods product
Cost Average Cost/Service cost of component used to produce finished goods product
Barcode Barcode of component used to produce finished goods product
AdditionalAttribute1 Additional Attribute 1of component used to produce finished goods product
AdditionalAttribute2 Additional Attribute 2 of component used to produce finished goods product
AdditionalAttribute3 Additional Attribute 3 of component used to produce finished goods product
AdditionalAttribute4 Additional Attribute 4 of component used to produce finished goods product
AdditionalAttribute5 Additional Attribute 5 of component used to produce finished goods product
AdditionalAttribute6 Additional Attribute 6 of component used to produce finished goods product
AdditionalAttribute7 Additional Attribute 7 of component used to produce finished goods product
AdditionalAttribute8 Additional Attribute 8 of component used to produce finished goods product
AdditionalAttribute9 Additional Attribute 9 of component used to produce finished goods product
April 2019 65
Field Code Description
AdditionalAttribute10 Additional Attribute 10 of component used to produce finished goods product
Unit Unit of measure of component used to produce finished goods product
ID Sequential product component number in the list (from 1 onwards)
ActualExpenses
Field Code Description
TaskNumber Unique identifier of Expense task associated with the job
ItemDescription Name of a product being produced (only for finished goods tasks)
SKU SKU of a product being produced (only for finished goods tasks)
Quantity Quantity of a products in expense task
ExpenseAmount Actual total amount of Expense task associated with the job
Barcode Barcode of a product produced (only for finished goods tasks)
AdditionalAttribute1 Additional Attribute 1 of a product produced (only for finished goods tasks)
AdditionalAttribute2 Additional Attribute 2 of a product produced (only for finished goods tasks)
AdditionalAttribute3 Additional Attribute 3 of a product produced (only for finished goods tasks)
AdditionalAttribute4 Additional Attribute 4 of a product produced (only for finished goods tasks)
AdditionalAttribute5 Additional Attribute 5 of a product produced (only for finished goods tasks)
AdditionalAttribute6 Additional Attribute 6 of a product produced (only for finished goods tasks)
AdditionalAttribute7 Additional Attribute 7 of a product produced (only for finished goods tasks)
AdditionalAttribute8 Additional Attribute 8 of a product produced (only for finished goods tasks)
AdditionalAttribute9 Additional Attribute 9 of a product produced (only for finished goods tasks)
AdditionalAttribute10 Additional Attribute 10 of a product produced (only for finished goods tasks)
Date Date when finished goods task/Issue to production task was created or Invoice date of purchase task
Unit Unit of measure of a product produced (only for finished goods tasks)
ID Sequential expense task number in the list (from 1 onwards)
ActualExpenseComponents 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
April 2019 66
Field Code Description
AdditionalAttribute2 Additional Attribute 2 of product in Expense task / component used to produce finished goods product
AdditionalAttribute3 Additional Attribute 3 of product in Expense task / component used to produce finished goods product
AdditionalAttribute4 Additional Attribute 4 of product in Expense task / component used to produce finished goods product
AdditionalAttribute5 Additional Attribute 5 of product in Expense task / component used to produce finished goods product
AdditionalAttribute6 Additional Attribute 6 of product in Expense task / component used to produce finished goods product
AdditionalAttribute7 Additional Attribute 7 of product in Expense task / component used to produce finished goods product
AdditionalAttribute8 Additional Attribute 8 of product in Expense task / component used to produce finished goods product
AdditionalAttribute9 Additional Attribute 9 of product in Expense task / component used to produce finished goods product
AdditionalAttribute10 Additional Attribute 10 of product in Expense task / component used to produce finished goods product
Unit Unit of measure of product in Expense task / component used to produce finished goods product
ID Sequential product number in the list (from 1 onwards)
Product Specification
Product Field Code Description
ProductCode Product SKU
Name Product name
ShortDescription Product Short Description
Category Product category
Type “Stock” or “Service”
Company Company name
DatePrinted Date when the document is generated
CostingMethod Product costing method
Length Product length dimension value
Width Product width dimension value
Height Product height dimension value
DimensionUnits Dimension Unit of measure
Weight Product weight
UnitofMeasure Product unit of measure
Barcode Product Barcode value
MinimumBeforeReorder Product stock level below which Reorder function becomes active for this product
ReorderQuantity Quantity of the product to reorder when it’s available quantity falls below Minimum Before Reorder level. If 0 is specified then Product is not included in reorder. Has no effect on Reorder Backordered stock function
DefaultLocation Product location by default
PriceTier1Name Name of Price tier 1 as defined in General Settings
April 2019 67
Field Code Description
PriceTier2Name Name of Price tier 2 as defined in General Settings
PriceTier3Name Name of Price tier 3 as defined in General Settings
PriceTier4Name Name of Price tier 4 as defined in General Settings
PriceTier5Name Name of Price tier 5 as defined in General Settings
PriceTier6Name Name of Price tier 6 as defined in General Settings
PriceTier7Name Name of Price tier 7 as defined in General Settings
PriceTier8Name Name of Price tier 8 as defined in General Settings
PriceTier9Name Name of Price tier 9 as defined in General Settings
PriceTier10Name Name of Price tier 10 as defined in General Settings
Price1 Product Tier 1 Price. Will be 0 if no access to Prices information is granted for current user on Product page.
Price2 Product Tier 2 Price. Will be 0 if no access to Prices information is granted for current user on Product page.
Price3 Product Tier 3 Price. Will be 0 if no access to Prices information is granted for current user on Product page.
Price4 Product Tier 4 Price. Will be 0 if no access to Prices information is granted for current user on Product page.
Price5 Product Tier 5 Price. Will be 0 if no access to Prices information is granted for current user on Product page.
Price6 Product Tier 6 Price. Will be 0 if no access to Prices information is granted for current user on Product page.
Price7 Product Tier 7 Price. Will be 0 if no access to Prices information is granted for current user on Product page.
Price8 Product Tier 8 Price. Will be 0 if no access to Prices information is granted for current user on Product page.
Price9 Product Tier 9 Price. Will be 0 if no access to Prices information is granted for current user on Product page.
Price10 Product Tier 10 Price. Will be 0 if no access to Prices information is granted for current user on Product page.
HasBOM “Yes” if product has Bill of Materials, otherwise “No”
AverageCost Product average cost
FamilyName Product family name
Description Product Description (multiline)
AttributeSet Name of the product additional attribute set
AdditionalAttribute1Name Name of the attribute 1 of the attribute set assigned to product
AdditionalAttribute2Name Name of the attribute 2 of the attribute set assigned to product
AdditionalAttribute3Name Name of the attribute 3 of the attribute set assigned to product
AdditionalAttribute4Name Name of the attribute 4 of the attribute set assigned to product
AdditionalAttribute5Name Name of the attribute 5 of the attribute set assigned to product
AdditionalAttribute6Name Name of the attribute 6 of the attribute set assigned to product
AdditionalAttribute7Name Name of the attribute 7 of the attribute set assigned to product
AdditionalAttribute8Name Name of the attribute 8 of the attribute set assigned to product
AdditionalAttribute9Name Name of the attribute 9 of the attribute set assigned to product
AdditionalAttribute10Name Name of the attribute 10 of the attribute set assigned to product
AdditionalAttribute1 Value of the product additional attribute 1
AdditionalAttribute2 Value of the product additional attribute 2
AdditionalAttribute3 Value of the product additional attribute 3
AdditionalAttribute4 Value of the product additional attribute 4
April 2019 68
Field Code Description
AdditionalAttribute5 Value of the product additional attribute 5
AdditionalAttribute6 Value of the product additional attribute 6
AdditionalAttribute7 Value of the product additional attribute 7
AdditionalAttribute8 Value of the product additional attribute 8
AdditionalAttribute9 Value of the product additional attribute 9
AdditionalAttribute10 Value of the product additional attribute 10
DiscountRule Product Discount rule name. “No Discount” if no rule is assigned
Status “Active” or “Deprecated”
Tags Product Tags
FamilyOption1Value Product family option 1 value. Only filled in when Product is part of the family
FamilyOption2Value Product family option 2 value. Only filled in when Product is part of the family
FamilyOption3Value Product family option 3 value. Only filled in when Product is part of the family
QuantityToProduce Specified number of units of the product that will be manufactured when specified quantities in BOM are used
StockLocator Product stock locator
KitAutoAssembly Kit / Auto-assembly option. “Yes” or “No”.
COGSAccount [Account Code]: [Account Name] for COGS account if selected for the product. Only for Stock type
RevenueAccount [Account Code]: [Account Name] for Revenue account if selected for the product
ExpenseAccount [Account Code]: [Account Name] for Expense account if selected for the product. Only for Service type.
InventoryAccount [Account Code]: [Account Name] for Inventory account if selected for the product. Only for Stock type
DropShipMode Product Drop Ship mode. “No Drop Ship”, “Optional Drop Ship” or “Always Drop Ship”
PurchaseTax Tax Rule used when purchasing the product
SaleTax Tax Rule used when selling the product
AutoDisassembly Auto-disassembly option. “Yes” or “No”
Image:ProductImage Default product image. Assumes size of its container table cell
BOMComponentsCount Number of lines in BOMComponents child table
BOMComponentsAverageCostTotal
Summary of AverageCostTotal field in BOMComponents child table
BOMComponentsFixedPriceTotal
Summary of FixedPriceTotal field in BOMComponents child table
BOMComponentsLatestPriceTotal
Summary of LatestPriceTotal field in BOMComponents child table
BOMServicesCount Number of lines in BOMServices child table
BOMServicesTotal Summary of Cost field in BOMServices child table
SuppliersCount Number of lines in Suppliers child table
BOMAverageCostTotal BOMComponentsAverageCostTotal + BOMServicesTotal
BOMFixedPriceTotal BOMComponentsFixedPriceTotal + BOMServicesTotal
BOMLatestPriceTotal BOMComponentsLatestPriceTotal + BOMServicesTotal
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
Field Code Description
ProductCode BOM component SKU
Name BOM component name
Quantity Quantity of service units used to produce finished goods product
ExpenseAccount Expense account code + Expense account name used to allocate Labour & Overheads expenses associated with Manufacturing
Cost Total line cost
UnitOfMeasure Unit of measure of the service. Quantity is expressed in these units
Suppliers 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
Field Code Description
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
Field Code Description
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
Field Code Description
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
Field Code Description
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
Field Code Description
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
Field Code Description
MerchantReceipt Merchant receipt copy to print
CustomerReceipt Customer receipt copy to print
TableEnd:TyroTerminalReceipts
5. Main receipt template fields
Global Variables
Field Code Description
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
Field Code Description
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
Field Code Description
SalesRepresentativeName Sales representative Name
TableEnd:SalesRepresentative
Customer Information
TableStart:Customer
Field Code Description
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
Field Code Description
ProductSku Product SKU
April 2019 74
Field Code Description
ProductName Product Name
ProductSerialNumber Product Serial Number if exists
ProductCount Product items count
ProductPrice Product price
ProductAmount Total amount per line
ProductDiscount product discount
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
TableEnd:CheckoutProducts
Surcharges Information
TableStart:Surcharges
Field Code Description
Surcharge Surcharge amount if exists
TableEnd:Surcharges
Payments Information
TableStart:Payments
Field Code Description
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
Field Code Description
SalesNote Sale's note
TableEnd:Notes
Usage example can be found in current default POS receipt template.
Register Closure Summary
Global Variables
Field Code Description
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
Field Code Description
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
Field Code Description
PaymentTypeName Payment type name
CashExpected expected amount of this payment type
April 2019 76
Field Code Description
CashCounted counted amount of this payment type
TableEnd:NonCashPayments
Product Label Template TableStart:ProductLabels
Field Code Description
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