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Variable values for the “Sales” document template group
Variable values for the “Sales” document template group

Find out where the data is passed from to the sales document templates

Amalia avatar
Written by Amalia
Updated over a week ago

There are 8 variable groups for the Sales document template group. These include the following: Company, Client, Items, Tables, Employees, Finance, Date, and Other. Let's consider each of them in detail.

Company group

Here are the document template variables from the Company group:

  • {Company Name} variable represents the company name you configure on the Settings > General page.

  • {Company Address} variable represents the company address you configure on the Settings > General page.

  • {Company Email} variable represents the company email address you configure on the Settings > General page.

  • {Company Details} variable represents the company details you configure on the Settings > General page.

  • {Company Note} variable represents the additional information about your company you configure on the Settings > General page.

Client group

The variable names correspond to the client profile field names.

  • {Client Phone Type} — displays the name of the phone number type from the client profile.

  • {Client Name} variable represents the client's name.

  • {Client Phone} variable represents the client's first phone number.

  • {Client Address} variable represents the client's address.

  • {Client Email} variable represents the client's email address.

  • {Client First Name} variable represents the client's first name.

  • {Client Last Name} variable represents the client's last name.

Items group

  • {Invoice Total Items} variable represents the number of items from the sale.

Asset group

  • {Asset Owner} variable represents the name of the owner (if the owner is a customer) or the name of your company (if you are the owner);

  • {Asset Warehouse} variable represents the name of the warehouse where the asset is located at the moment of printing the document.

  • {Asset Type} variable represents the data from the “Group” asset system field.

  • {Asset Brand} variable represents the data from the “Brand” asset system field.

  • {Asset Model} variable represents the data from the “Model” asset system field.

  • {Asset Modification} variable represents the data from the “Modification” asset system field.

  • {Asset Serial Number} variable represents the data from the “Serial Number/IMEI/VIN” asset system field.

  • {Asset Color} variable represents the data from the system field of the same name in the asset form.

  • {Asset State} variable represents the data from the system field of the same name in the asset form.

  • {Asset Year} variable represents the data from the system field of the same name in the asset form.

  • {Asset Cost} variable represents the data from the system field of the same name in the asset form.

Tables group

There are two virtual variable subgroups in this group: variables for table rendering and the ones for data filling.

  • {Invoice Table} variable generates the table with a predefined set of variables and their positioning by default (you can edit this if needed).

  • {Row Number} variable represents the row number.

  • {Product Code} variable represents the “Code” field value from the product profile.

  • {Product SKU} variable represents the “SKU” field value from the product profile.

  • {Product Name} variable represents the “Name” field value from the product profile.

  • {Product Description} variable represents the “Description” field value from the product profile.

  • {Product Client Warranty} variable represents the client warranty period for a specific product or service.

  • {Product Qty} variable represents the product or service quantity.

  • {Product Serial Number} variable represents the serial number for products with enabled serial accounting.

  • {Product Bin Location} — a variable that displays the bin from which the product was written off if you use bin locations. Please note that if the same product is added from different bins, the bin numbers will be displayed separated by commas.

  • {Product Warehouse} — a variable that displays the name of the warehouse from which the product was written off. Please note that if the same product is added from different warehouses, the warehouse names will be displayed separated by commas.

  • {Product Price Without Taxes} variable represents the product price minus taxes you can configure on the Settings > Taxes page;

  • {Product Price} variable presents the product price with all discounts included (if present).

  • {Product Price Without Discount} variable represents the price for a single product or service item you've added to the sale.

  • {Product Price Without Discount and Without Taxes} variable represents the price for a single product or service item you've added to the sale before taxes and discounts.

  • {Product Amount Without Discount} variable represents the total sum of all parts, products, and services in the sale within a target sale row.

  • {Product Discount Sum} variable represents the discount sum for a specific product or service item.

  • {Product Discount Pct} variable represents the discount percentage within a target sale row.

  • {Product Amount Without Taxes} variable represents the total sum of all parts, products, and services within a target sale row without taxes you can set on the Settings > Taxes page.

  • {Product Tax Amount} variable represents the tax value for the products, parts, and services within a target sale row;

  • {Product Amount} variable represents the total cost of all parts, products, and services in the sale within a target sale row with discounts applied (if present).

  • {Total Qty} variable represents the total quantity of sale rows.

  • {Total Amount Without Discount} variable represents the total sum of all parts, products, and services in the sale.

  • {Total Discount Sum} variable represents the discount sum of all parts, products, and services in the sale.

  • {Total Discount Pct} variable represents the discount percentage for all parts, products, and services in the sale.

  • {Total Amount Without Taxes} variable represents the total sum of all parts, products, and services in the sale without taxes you can set on the Settings > Taxes page.

  • {Tax Value} variable represents the tax value for all parts, products, and services in the sale.

  • {Tax Value Spelled Out} variable represents the tax value for all parts, products, and services in the sale in letters.

  • {Total Amount} variable represents the total cost of all parts, products, and services in the sale with discounts applied (if present).

  • {Product Comment} — displays the text of a comment added to a service or product in the table.

  • {Subtotal} — the total amount excluding discounts and imposed taxes.

Employees group

  • {Manager Name} variable displays the name of an employee that created a target sale. Variable gets employee first and last names from the employee profile on the Settings > Employees page.

  • {Current User} — displays the name of the employee who is printing the document.

Finance group

  • {Invoice Total Amount} variable displays the total sale sum.

  • {Currency} variable displays the currency icon you can set on the Settings > General > Company info page.

  • {Total Amount Spelled Out} variable represents the total cost of all parts, products, and services in the sale with discounts applied (if present) in letters.

  • {Subtotal} — the total amount excluding discounts and imposed taxes.

Date group

  • {Today Date} variable displays the current date in the following format: 30 April 2019.

  • {Sale Date} variable displays the date of sale in the following format: 30 April 2019.

Other group

  • {Sale Number} variable represents the sale number.

  • {Invoice Comment} variable represents the “Description” field value from the sale.

  • {Barcode} variable represents the barcode of the sale.

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