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.
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. Items group
{Invoice Total Items} variable represents the number of items from the sale.
4. 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 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 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 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 ;
{Total Amount} variable represents the total cost of all parts, products, and services in the sale with discounts applied (if present).
4. 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 dialog window on the “Settings > Employees” page.
5. Finance group
{Invoice Total Amount} variable displays the total sale sum.
{Tax Rate} variable displays the Tax rate you can configure on the “Settings > Taxes” page;
{Tax Name} variable displays the Tax name you can configure on the “Settings > Taxes” page;
{Currency} variable displays the currency icon you can set on the “Settings > General > Company details” page.
6. 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.
7. Other group
{Sale Number} variable represents the sale number.
{Invoice Comment} variable represents the “Description” field value from the sale.