Document templates are an fast and efficient way to provide your client with information relating to an order, process or product.
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Word Field Name | Description | |
Order Details | ||
Reference | Order Reference | |
DateDocumented | Date document was done | |
AcceptedDate | Date sale was accepted | |
FollowUpDate | Dispatch / Follow up date | |
InvoicedDate | Date Invoiced | |
OrderNo | Order Number | |
RefNo | Numerical Values from the order number only (no .A .B etc) | |
Revision | Just the revision number (A B C) | |
Notes | Order Notes | |
TotalExGST | Order Total Ex GST | |
TaxTotal | Order Tax Total | |
TotalIncGST | Order Total Inc GST | |
Received_Amount | Order Deposits Received amount only (inlcudes credit) | |
Receipts_Details | Order Receipts with payment method details | |
Outstanding_Amount | Outstanding Order Amount | |
DiscountTotal | Discount Amount entered for Quote | |
Customer Details | ||
Customer_Code | Customer Code | |
Customer_Description | Company Name / Primary Contact | |
Customer_InvoiceMessage | Customer Invoice Message | |
Customer_DeliveryMessage | Customer Delivery Instructions | |
Customer Group Details | ||
CustomerGroup_Description | Customer Group Description | |
Contact Details (these can not be used in the Receipt) | ||
Contact_FormattedName | Dispatch Contact Name (Formatted <<Title>> <<First Name>> <<Last Name>> | |
Contact_FormattedAddress | Dispatch Address (Formatted <<Unit No.>> / <<Address No.>> <<Street>> <<Suburb>> <<State>> <<PostCode>> | |
Contact_Title | ||
Contact_FirstName | ||
Contact_LastName | ||
Contact_UnitNo | ||
Contact_StreetNumber | ||
Contact_Building | ||
Contact_Street | ||
Contact_StType | ||
Contact_Suburb | ||
Contact_State | ||
Contact_PostCode | ||
Contact_Country | ||
Contact_Email | ||
Contact_DirectPhone | ||
Contact_Mobile | ||
Contact_PhoneOtherDescn1 | ||
Contact_PhoneOther1 | ||
Contact_PhoneOtherDescn2 | ||
Contact_PhoneOther2 | ||
Billings Details | ||
Billing_FormattedName | Billing Contact Name (Formatted <<Title>> <<First Name>> <<Last Name>> | |
Billing_FormattedAddress | Billing Address (Formatted <<Unit No.>> / <<Address No.>> <<Street>> <<Suburb>> <<State>> <<PostCode>> | |
Billing_Title | ||
Billing_FirstName | ||
Billing_LastName | ||
Billing_UnitNo | ||
Billing_StreetNumber | ||
Billing_Building | ||
Billing_Street | ||
Billing_StType | ||
Billing_Suburb | ||
Billing_State | ||
Billing_PostCode | ||
Billing_Country | ||
Billing_Email | ||
Billing_DirectPhone | ||
Billing_Mobile | ||
Billing_PhoneOtherDescription1 | ||
Billing_PhoneOther1 | ||
Billing_PhoneOtherDescription2 | ||
Billing_PhoneOther2 | ||
Branch Details | ||
Branch_Description | Branch Description per Branch setup. | |
Branch_AddressLine1 | ||
Branch_AddressLine2 | ||
Branch_DirectPhone | ||
Branch_Fax | ||
Branch_Email | ||
Sales Representative Details | ||
SalesRepresentative_Description | Sales Rep's name | |
SalesRepresentative_Mobile | ||
SalesRepresentative_Email | ||
Installers Details | CheckMeasure_Installer_Code | Installer or Rep who Check Measured Code |
CheckMeasure_Installer_Description | Installers or Rep who Check measured Description | |
Installer_Code | Installers Code | |
Installer_Description | Installers Description | |
CheckMeasure_Date | Check measure scheduled date | |
CheckMeasure_Time | Check measure scheduled time | |
Dispatch_Notes | ||
Account Details (Not yet available) | ||
Deposits | Total money received against this order. | |
Current | ||
30Days | ||
60Days | ||
90Days | ||
AmtIncTax | ||
User Details (Not yet available) | ||
User_Name | ||
AcceptedByUser_Name | ||
Deposits | ||
MinimumDeposit_Percentage | The Min Deposit % Set | |
MinimumDeposit_Amount | The Min Deposit amt. set |
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Word Field Name | Description | |
|---|---|---|
Purchase Orders | ||
Supplier_Code | Suppliers contact card code | |
Supplier_Description | Company Name/Primary Contact | |
RefNo | Purchase Order Reference | |
ItemDescription | Purchase Order Item Description (Supplier Description/Code) | |
ItemNumber | Purchase Order Line Number | |
QuantityOrdered | Purchased Qty Ordered | |
QuantityOriginallyOrdered | Purchased Qty Originally Ordered | |
QuantityReceived | Purchased Qty Received | |
UnitCost | Purchase Order Item Unit Cost | |
DiscountPercentage | Purchase Order Item Discount % | |
AmountDiscount | Purchase Order Item Discount amount | |
ETADate | Purchase Order ETA Date | |
OriginalETADate | Purchase Order Original ETA Date | |
ConfirmedDate | Purchase Order Confirmed Date | |
ForeXCode | Foreign Exchange code | |
LastPurchaseForeX | Last Purchase price Foreign Exchange | |
AmountForeX | Order Amount Foreign Exchange | |
UnitCostForeX | Purchase Order Item Unit Cost ForeX | |
SupplierProductCode | ||
SupplierProductDescription | ||
InventoryCode | ||
InventoryDescription |
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You can add static text (that doesn't change) - like your standard payment terms and conditions - to your DOCX template.
The best way to do this is to add text to a table in the template. However, if you add text outside a table, you'll need to highlight your text > right-click > select Paragraph... > click Line and Page Breaks tab > check the box Keep lines together.
If you don't use either of these methods, your text may be hidden when you generate your sales invoice, credit note or statement.
You might find it easier viewing the tables in the template layout by enabling View Gridlines in Word. To do this in Word 2013 click inside a table TABLE TOOLS displays in menu, under it select LAYOUT tab and then View Gridlines.
Auto Size Table Cells
When formatting the Document Body where the Item Options are to show if the paragraph doesn't resize you need to go to the bottom border and double click this sets it to auto resize the same as in Excel. If you drag the border this will turn off the auto resize.
Date and Numeric Format Examples
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Field Format | Merge Field Syntax |
|---|---|
To use standard date formatting: 10/26/2012 |
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To use simple date formatting: 20121026 |
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To use text date formatting: OCT 2012 |
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To use standard percentage formatting: 0.08 |
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To use percentage symbol formatting: 8% |
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To specify a label for a quantity: 3.0000kg |
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To specify a symbol for a currency: €12,13.8 |
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Change the Decimal places to 2 | \# "0.00" |
Show no Decimal place. | \# "0." |
Other links that may be helpful
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