There are 9 variable groups for the “Orders” document template group. These include the following: Company, Client, Order, Asset, Tables, Employees, Finance, Date, and Other. Let's consider each of them in detail.

1. 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.

2. Client group

The list of fields may vary depending on your country. The variable names correspond to the client dialog window field names.

  • {Client Name} variable represents the client's name from the dialog window field of the same name.

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

  • {Client Address} variable represents the client's address from the dialog window field of the same name.

  • {Client Email} variable represents the client's email address from the dialog window field of the same name.

3. Order group

Here are the document template variables from the “Order” group:

  • {Order Due Date} variable represents the “Due date” field value from the “General info” tab in the following format: 20 June 2020 15:00;

  • {Order Malfunction} variable represents the “Malfunction” field value from the “General info” tab;

  • {Estimated Price} variable represents the “Estimated price” field value from the “General info” tab;

  • {Order Manager Notes} variable represents the “Manager notes” field value from the “General info” tab;

  • {Urgent} variable represents the “Urgent” checkbox value from the “General info” tab. The checked checkbox returns the “Yes” value, unchecked checkbox returns the “No” value;

  • {Order Scheduled For} variable represents the “Scheduled for” field value from the “General info” tab in the following format: 20/06/2020 14:00;

  • {Order Duration} variable represents the “Duration” field value from the “General info” tab.

  • {Order Resource} variable represents the “Resource” field value from the “General info” tab.

  • {Ad Campaign} variable represents the “Ad Campaign” field value from the “General info” tab.

  • {Order Parts and Accessories} variable represents the “Parts and Accessories” field value from the “General info” tab;

4. 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.

5. Tables group

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

  • {Work Order Table} variable generates a table with completed order works with a pre-built set of variables and their placing (you can edit those if needed).

  • {Goods Order Table} variable generates the table with parts from the order with a pre-built set of variables and their placing (you can edit those if needed).

  • {Goods Work Order Table} variable generates the table with works and parts from the order with a pre-built set of variables and their placing (you can edit those if needed).

  • {Row Number} variable represents the row number;

  • {Product Code} variable represents the “Code” field value from the product dialog window;

  • {Product SKU} variable represents the “SKU” field value from the product dialog window;

  • {Product Name} variable represents the “Name” field value from the product dialog window;

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

  • {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 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 order;

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

  • {Product Amount Without Taxes} variable represents the total sum of all parts, products, and services within a target order 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 order row;

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

  • {Total Qty} variable represents the total quantity of order lines;

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

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

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

  • {Total Amount Without Taxes} variable represents the total sum of all parts, products, and services in the order 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 order;

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

Remember: You can use “Table” group variables only within tables. “Table” group variables don't display any data outside tables scope.

6. Employees group

  • {Order Created By} variable displays the name of an employee that created a target order. Variable gets employee first and last names from the employee dialog window on the “Settings > Employees” page.

  • {Order Specialist Name} variable represents the first and last name of an employee from the “Assigned Specialist” field from the “General info” tab. The variable gets the data from the fields of the same names in the employee dialog window on the “Settings > Employees” page.

  • {Order Specialist Phone} variable represents the phone number of an employee from the “Assigned Specialist” field from the “General info” tab. The variable gets the data from the fields of the same names in the employee dialog window on the “Settings > Employees” page.

  • {Order Manager Name} variable represents the first and last name of an employee from the “Manager” field from the “General info” tab. The variable gets the data from the fields of the same names in the employee dialog window on the “Settings > Employees” page.

  • {Order Closed By} variable displays the name of an employee that closed a target order. Variable gets employee first and last names from the employee dialog window on the “Settings > Employees” page.

  • {Order Manager Notes} variable represents the “Manager notes” field value from the “General info” tab;

  • {Order Specialist Notes} variable represents the “Specialist notes” field value from the “Labor and materials” tab.

7. Finances group

  • {Estimated Price} variable represents the “Estimated price” field value from the “General info” tab;

  • {Estimated Price Spelled Out} variable represents the “Estimated price” field value in letters from the “General info” tab;

  • {Paid} variable represents the sum that the client already paid to the moment of the document printing;

  • {Paid Spelled Out} variable represents the sum in letters that the client already paid to the moment of the document printing;

  • {Invoice Total Amount} variable displays the remaining payment sum with advance payments and other payments (if relevant) included;

  • {Balance Due} variable displays the remaining payment sum with advance payments and other payments (if relevant) included;

  • {Order sum} variable displays the total order sum;

  • {Tax Rate} variable displays the Tax rate you can configure on the “Settings > Taxes” page;

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

8. Date group

  • {Order Created Date} variable displays the order creation date in the following format: 18 June 2020;

  • {Order Done Date} variable displays the date of order transfer to the “Done” group status. in the following format: 20 June 2020. The variable represents the last date of the order transition to the “Done” group status;

  • {Order Due Date} variable represents the date and time from the “Due date” field in the following format: 20 June 2020 16:00;

  • {Order Closed Date} variable displays the date of order transfer to the status of Closed successfully or Closed unsuccessfully group. in the following format: 21 June 2020. The variable represents the last date of the order transition to the status of “Won” or “Lost” group;

  • {Today Date} variable represents the current date in the following format: 21 June 2020;

  • {Today Datetime} variable represents the current date and time in the following format: 21 June 2020 17:13;

  • {Order Scheduled for} variable represents the “Scheduled for” field value from the “General info” tab in the following format: 20/06/2020 13:00;

  • {Order Warranty Expiration Date} variable represents the total warranty value for all parts and services from a target order in the following format: August 21, 2020. You can configure the warranty start date on the “Settings > General > Orders” page.

Remember: This variable will display the “No warranty” value if the order is in the status of the “New”, “In progress”, or “Pending” group. In this case, transfer your order to the “Done”, “Won”, or “Lost” (depending on the configured settings on the “Settings > General > Orders” page).

9. Other group

  • {Order Number} variable represents the order number you can configure on the “Settings > Locations” page;

  • {Order Type} variable represents the Order type field value from the “General info” tab;

  • {Barcode} variable represents the order barcode generated upon order creation. Scan the barcode into a search field to open the target order.

  • {Order Specialist URL} variable generates the link with the short order information for your specialists;

For instance:

  • {Order Specialist URL SMS} variable generates the link with the short order information for your specialist SMS notifications;

  • {Order Client URL} variable generates the link with the short order information for your clients;

For instance:

  • {Order Client URL SMS} variable generates the link with the short order information for your client SMS notifications;

  • {Order Conclusion} variable represents the value of the “Verdict/client recommendations” field from the “Works and materials” tab.

  • {Order Client Feedback URL} variable generates the link for the client feedback page.

Each time you add custom fields to the Client, Order, Asset, or Product forms, the system adds corresponding variables to the list. You can distinguish them from the system variables by the digital code in the names, for instance: {Client Birthday 673232}.

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