Packing Slip and Sale Quote Template Codes

Packing Slip and Sale Quote Body Codes:

For use between {{#foreach Sale}} and {{/foreach Sale}} blocks


Organisation
{{Organisation.Name}}   Your organisation name
{{Organisation.Address}}   The address of your organisation
Customer
{{Customer.Code}}   The code of the Customer
{{Customer.Name}}   The name of the Customer
{{Customer.CombinedPostalAddress}}   The postal address of the Customer
{{CustomerRef}}   The Customer reference on the Sale
{{SupplierNumber}}   The Customer supplier number
Customer - Contact
{{Contact.Name}}   The name of the customer contact
{{Contact.Phone}}   The phone number of the customer contact
{{Contact.Mobile}}   The mobile of the customer contact
Delivery Details
{{LocationName}}   The warehouse location name for the Sale 
{{LocationCode}}   The warehouse location code for the Sale
{{DeliveryAddress}}   The Customer delivery address of the Sale
{{SpecialInstructions}}   The special delivery instructions for the Customer

Order Details
{{SaleNo}}
{{UserName}}   The salesperson creating this Sale
{{Description}}   The description of the Sale
{{Status}}   The status of the Sale
{{PricingLevelCode}}   The code of the Pricing Level on the Sale
{{PricingLevelName}}   The name of the Pricing Level on the Sale

Dates
{{CurrentDate}}   Date at the time of printing the Packing Slip or Sale Quote
{{EnteredDate}}   Date the order was initially created, e.g. 18 Apr 2023
{{EnteredDateLong}}   Format, e.g. Tuesday 18 April 2023
{{EffectiveDate}}   Modified date, e.g. 18 Apr 2023
{{EffectiveDateLong}}   Format, e.g. Tuesday 18 April 2023

{{DeliveryDate}}   The Delivery Date, e.g. 18 Apr 2023

{{DeliveryDateLong}}   Format, e.g. Tuesday 18 April 2023

Values
{{Currency}}   The Sale currency
{{TaxCode}}   The Sale tax code
{{TaxName}}   The Sale tax name
{{TaxRate}}   The Sale tax rate
{{TotalTax}}   The total amount of tax on the Sale
{{TotalExclTax}}   The total Sale value excluding tax   
{{TotalInclTax}}   The total Sale value including tax

{{TotalDiscountExclTax}}   The total discount value for the Sale                     

Invoice
{{ExternalInvoiceNo}}   Xero invoice number generated when Sale is submitted to Xero
{{InvoiceNote}}   The text within the Invoice note field on the Sale
{{BrandingThemeId}}   Xero invoice template ID
{{ExtAccTrackinId1}}   Xero tracking category 1
{{ExtAccTrackinId2}}   Xero tracking category 2

 

Packing Slip and Sale Quote Line Item Codes:

For use between {{#foreach SaleLines}} and {{/foreach SaleLines}} blocks

Structure
{{RowOrder}}   The row number of the item on the Sale

Item Details
{{ItemCode}}   The code of the item on the Sale
{{ItemName}}   The name of the item on the Sale
{{Description}}   The description of the item on the Sale (can be overtyped)
{{ItemCategoryName}}   The category of the item on the Sale
{{ItemReference}}   The reference of the item on the Sale
{{itemSku}}   The SKU of the item on the Sale

{{ItemDescription}}   The description of the item in the item setup

{{SaleLineBatchesString}}   The batch numbers and quantities for the item on the Sale

Value - Cost
{{ItemCostAmount}}   The cost of the item on the Sale, not rounded
{{ItemCost}}   The cost of the item on the Sale
{{ItemCostCurrency}}   The cost currency of the item on the Sale

Value
{{Quantity}}   The quantity of the item on the Sale
{{DiscountAmount}}   The discount percentage of the item on the Sale, 0 d.p.
{{Discount}}   The discount percentage of the item on the Sale, 2 d.p.
{{TaxRateAmount}}   The amount of sales tax for the item on the Sale
{{Tax}}   The amount of sales tax for the item on the Sale, dollar formatted
{{LineTotalExTax}}   The total amount of the item on the Sale, excluding tax
{{LineTotalIncTax}}   The total amount of the item on the Sale, including tax

{{LineTotalDiscountExTax}}   The total discount amount of the item on the Sale, excluding Tax

{{LineTotalWithoutDiscountExTax}}   The total amount of the item on the Sale, without the discount, excluding Tax

{{ItemUnitName}}   The name of the Item Unit

{{ItemUnit}} The abbreviation of the Item Unit

Value - Charge
{{ItemChargeAmount}}   The charge of the item from the item setup, 0 d.p.
{{ItemCharge}}   The charge of the item from the item setup, 2 d.p.
{{ItemChargeCurrency}}   The charge currency of the item on the Sale
{{ChargeAmount}}   The charge of the item on the Sale, 2 d.p.
{{Charge}}   The charge of the item on the Sale, not rounded

 

Posted: Tue 18 Apr 2023

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