Supplement 250302: Tags for Purchase order
Supplement 250223:
New document with tags for service protocols uploaded as it previously contained incorrect information about the tag for Articles.
Instructions for printing service points (individual points, selected points or divided into paragraphs) at a selected location in the printout + sample document to download.
Supplement 250115:
Sales order/Order confirmation:
{TotalPriceOrdered} – shows total price for a line where the goods are ordered but not yet delivered
{TotalPriceOrderedIncVat} – shows total price incl. VAT for a line where the goods are ordered but not yet delivered.
Quote: {DefaultInterest}- Default interest. Requires that you have enabled the feature in Quote Settings.
What is a print template?
By creating your own document template (.docx) in Word, you can style your mailings exactly how you want them, with logos, backgrounds, footers, etc. and choose which information to include.
The print template is uploaded under Group Settings under the respective Module Settings. To upload your own .docx templates, admin rights are required.
Currently, you can upload templates for these features:
- Service protocol
- Self check
- Quotation
- Sales order and Order confirmation
- Work order and Order confirmation
- Purchase order
A popup will open where you select a template for your mailing so you still have the option to select the default template the system creates. (Does not apply when you click on a self-check on a service protocol.)
Word doc with the tags inserted is available for download at the bottom of this page under the tab Attachment.
The list is filled in gradually and updated regularly. The documents are only a list of tags and explanations, not laid out.
Concerning self checks
These are uploaded in Work Order Settings. You can upload multiple self-check templates. Upload one at a time.
You select which print template to use for the printout for each self-check template under Function – Self-check.
Tags that can be used
To create the template and include the information you want on the printout, use and select from the tags.
The tags are written within curly brackets {} where you want articles in your document.
If you are missing a tag for the template you are about to create, let us know which tag you are missing.
Tags for e.g. the articles on the order or service points must be placed in a separate table. This table must not be included in another table.
This applies to everything that is to be listed, i.e. of which there is more than one – articles, objects…
Custom fields
In general, tags for custom fields are created by placing the name of the custom field within tags. It is important that the name is exactly as you named it, i.e. with capital letters, spaces, etc.
Example:
Name: My own field
Tag: {My own field}
Custom fields for customer and facility can be added to printouts of protocols, quotes, and sales orders in this way:
{FacilityMy custom field}
{CustomerMy custom field}
Tags for Work Order and Work Order Confirmation
| Tag | Gives this information: |
|---|---|
| {OrderNo} | Order number |
| {Customer} | Customer |
| {InvoicedTo} | Name of the customer being invoiced |
| {Facility} | Facility |
| Address | |
| {AddressRow1} | Address from row 1 |
| {AddressRow2} | Address from row 2 |
| {PostalCode} | Postal code |
| {AddressPlace} | Place |
| {AddressCountry} | Country |
| {AddressProvince} | Province |
| {CustomerOrderNo} | Customer order number |
| {CostCenter} | Cost center |
| {ContactName} | Person of contact on the order – Name |
| {ContactTitle} | Person of contact on the order – Title |
| {ContactEmail} | Person of contact on the order – Email |
| {ContactMobilePhoneNo} | Person of contact on the order – mobil phone |
| {ContactPhoneNo} | Person of contact on the order – phone |
| {Comments} | All comment on the work order |
| {ExternalComments} | External comments (that is all marked as Show for customer) |
| {InternalComments} | Internal comments (will not show for customer) |
| {OrderType} | The order type you set in Work Order Settings is displayed. |
| Sektion for “Assignment” | |
| {Assignments} Tags on the assignment {ServiceObject} {Description} {Error} ———- {Measures} Tags to use: {Description} {Date} {PerformedByUser} {Images} ——— {Articles} | Create a table that contains the tag {Assignments} Inside the “Assignments” table, create a table for measures {Measures} and one for articles: {Articles} See the next section for article tags. See how to build the table in the example template that you will find at the bottom of this page. |
| Tags for the articles | |
| {Articles} | See how the table should be built in the example template that you will find at the bottom of this page. |
| {ArtNo} | Article number |
| {Description} | Article description |
| {Unit} | Unit |
| {Amount} | Amount |
| {Discount} | Discount |
| {Price} | Price |
| {TotalPriceIncVat} | Price incl. VAT per article/articles |
| {StoragePlace} | Storage place |
| {AddedBy} | Added by: |
| {AddedDate} | date when the article was added |
| {Articles} | Other time/articles Create a separate table for these independent of the assignment table. Use the tags listed here, {ArtNo} – {AddedDate}. |
| Signature | |
| {SignatureImage} | Image of the signature |
| {SignatureClarification} | Namn of the person that signed |
| {SignatureDate} | Date of the signing |
| {SignatureIssuer} | Name, date and time for the signing in one row. Ex: A. Technician 23/09/2024 09:30:48 |
| {CustomerSignatureImage} | Image of the customers signature |
| {CustomerSignatureClarification} | Name clarification of the customer signature |
| {CustomerSignatureDate} | Date of the signing |
| {CustomerSignatureIssuer} | Logged in technician’s name and date and time of signing, all in one line. Ex: A. Technician 23/09/2024 09:31:00 |
Tags for Service protocol and Service order
| Tag | Gives this information: |
|---|---|
| {OrderNo} | Order number |
| {Date} | Date performed |
| {Date+365} | Date performed + 365 days. Used if you want the protocol to be valid for 1 year. |
| {PerformedBy} | Performed by (name) |
| {LatestEditBy} | Last edit by (name) |
| {Customer} | Customer |
| {CustomerOrderNo} | Customer order number |
| {CostCenter} | Cost center |
| {Facility} | Facility including address if address. If there is no address at the facility, the customer’s invoice address is retrieved. |
| Address | To retrieve addresses for customers, enter Customer and for delivery address, Delivery in front of Address. Ex. {CustomerAddressRow1}. Only {Address} gives the visiting address. |
| {AddressRow1} | Address from row 1 |
| {AddressRow2} | Address from row 2 |
| {PostalCode} | Postal code |
| {AddressPlace} | Place |
| {AddressCountry} | Country |
| {AddressProvince} | Province |
| Contact information | |
| {ContactName} | Person of contact on the order – Name |
| {ContactTitle} | Person of contact on the order – Title |
| {ContactEmail} | Person of contact on the order – Email |
| {ContactMobilePhoneNo} | Person of contact on the order – mobil phone |
| {ContactPhoneNo} | Person of contact on the order – phone |
| {OrderType} | The order type you set in the Service Order Settings is displayed. |
| {PerformedServices} | *The tag gives you all the information for an object in one place. |
| {ServiceObject} | Service object |
| {ServiceObjectSerialNumber} | Service object serial number |
| {ServiceObjectModel} | Model |
| {ServiceObjectMachineNumber} | Service object machine number |
| {ServiceObjectComment} | Comments on the service object |
| {ServiceObjectname} | Custom information from custom template, each “name” in the template is placed in a tag. Example: name in the template “oil level” becomes the tag {ServiceObjectoillevel}. |
| {ServiceObjectNextService} | Next service |
| {ServiceObjectNextServiceYear} | Next service year |
| {ServiceObjectNextServiceMonth} | Next service month |
| {ServiceCheckPoints} | Service check points |
| {ServiceCheckPointLabel} | Name of the Service check points |
| {ServiceCheckPointLabelHeader} | Use to list service check points you have entered as headings |
| {ServiceCheckPointDescription} | A description of the service check point added on the question mark ? |
| {ServiceCheckPointStatus} | Status |
| {ServiceCheckPointValue} | Value |
| {ServiceCheckPointComment} | Comments on the service check points |
| {ServiceCheckPoints}[0-x] Taggar att använda: {ServiceCheckPointLabel} {ServiceCheckPointStatus} {ServiceCheckPointComment} {ServiceCheckPointValue} | Prints points at your chosen location in the template. Change the contents of the example tag to the numbers in your template, e.g. [0-15] If you want to print a single point, put the number for the point inside the tag [1]. NOTE: One (1) here stands for point number 2 as the system starts with 0. See document with example at the bottom under Article attachments – “Example of table …” |
| {ServiceCheckPointImages} | Images from the points. Create a table for the images with this tag in the top row + the tag {ServiceCheckPointLabel}. In the next row, add {Images}. The images will be placed under the service points. To clarify which image belongs to which point, you can add the tag {ServiceCheckPointLabel} as the image name. For example: {ServiceCheckPointLabel} (line break) {Images} |
| {ServiceCheckPointWithImages} | Same as above but the images can be placed in the same row/cell as the service point. The {Images} tag is required. |
| {Articles} | To list the articles included in the assignment, create a table within the table with the tag {PerformedServices}. Use the tags found under Articles in Work Order Tags above from {ArtNo} to {AddedDate} For service, there is also: {DeliveryDate} for delivery date. See how the table should be built in the example template that you can find at the bottom of this page. |
| {OtherArticles} | Other articles/time. See tags under Articles in Tags for work order {ArtNo} – {AddedDate} |
| {TotalPriceIncVat} | Total price including VAT per article/articles |
| Service check points on the Facility | |
| {FacilityServiceCheckPoints} | The table is built the same way as {ServiceCheckPoints}. Use the tags: {ServiceCheckPointLabel} {ServiceCheckPointValue} {ServiceCheckPointStatus} {ServiceCheckPointComment} |
| Comments | |
| {Comments} | All comments regarding the service order, both internal and external |
| {InternalComments} | Internal (marked as not visible to customer) comments on the service order |
| {ExternalComments} | External (marked as visible to customer) comments on the order |
| Signature | |
| {SignatureImage} | Image of the signature |
| {SignatureClarification} | Namn of the person who signed. |
| {SignatureDate} | Date of the signature |
| {SignatureIssuer} | Name, date and time for the signing in one row. Ex: A. Technician 23/09/2024 09:30:48 |
| {CustomerSignatureImage} | Image of the customer signature |
| {CustomerSignatureClarification} | Namn of the customer who signed. |
| {CustomerSignatureDate} | Date if the signing |
Tags for Self checks
Self check templates are uploaded in Work order settings.
ou select which print template to use for a self-check for each self-check template under Function – Self-check.
| Tag | Gives this information: |
|---|---|
| {Name} | Name of the self check |
| {OrderNo} | Order number |
| {Customer} | Customer |
| {Facility} | Facility |
| {Date} | Date |
| {ContactName} | Person of contact on the order – Name |
| {ContactTitle} | Person of contact on the order – Title |
| {ContactEmail} | Person of contact on the order -Email |
| {ContactMobilePhoneNo} | Person of contact on the order – mobil phone |
| {ContactPhoneNo} | Person of contact on the order – phone |
| The tags for the self-check itself Are placed in a separate table | See example how to build the table under Attachments – Tags for self-checks |
| {SelfChecks} | Self check |
| {Name} | Check point name |
| {Description} | Description of the check point i.e. the text under the question mark. |
| {IsValid} | Valid Yes/No |
| {Status} | Status |
| {Value} | Value added on the check point |
| {Comment} | Comment on an individual service point |
| Comments | |
| {Comment} | Content in the comments field at the bottom of the self-check. Placed outside the table with the self-check itself. |
| Signature | |
| {SignatureImage} | Image of the signature |
| {SignatureClarification} | Name clarification / Performed by |
| {SignatureDate} | Date of the signing |
| {SignatureIssuer} | Name and date |
Tags for Quotation
| Tag | Gives this information |
|---|---|
| {OrderNo} | Order number |
| {Date} | Date of creation |
| {YourReference} | Your reference |
| {OurReference} | Our reference |
| {Customer} | Customer |
| {CustomerNo} | Customer number |
| {PhoneNo} | Customer phone |
| {InvoiceEmail} | Customer email |
| {Facility} | Facility |
| {CostCenter} | Cost center (from the facility) |
| {DeliveryDate} | Delivery date |
| {ServiceObjects} | Service objects |
| {ValidUntil} | Valid until (date) |
| {PaymentTerms} | Payment terms in days |
| {DefaultInterest} | Late payment interest, provided you have the setting enabled under Quotation Settings |
| {DeliveryAddressRow1} | Delivery address on the quote Address from row 1 |
| {DeliveryAddressRow2} | Delivery address on the quote Address from row 2 |
| {DeliveryPostalCode} | Delivery address on the quote Postal code |
| {DeliveryAddressPlace} | Delivery address on the quote Place |
| {DeliveryAddressProvince} | Delivery address on the quote Province |
| {DeliveryAddressCountry} | Delivery address on the quote Country |
| {Description} | 1. Gives the quote description if the tag is separate. 2. If the tag is inside the table together with the service object tag, it gives the assignment description. {ServiceObjectDescription} can also be used 3. Article description, if the tag is together with the Articles tag. |
| {ServiceObjectDescription} | Gives the name of the service object. This tag should be in a table. See point 2 above. |
| {Articles} | Articles |
| {ArtNo} | Article number |
| {TotalPriceIncVat} | Price incl. VAT per article/articles |
| {Amount} | Amount |
| {Unit} | Unit |
| {NetPrice} | Net price |
| {Price} | Price |
| {TotalPrice} | Total price per article row |
| {Discount} | Discount |
| {OrderTotalPrice} | Total order price |
| {OrderTotalVAT25%} | VAT |
| {OrderTotalPriceWithVAT25%} | Total order price incl. VAT |
| Custom fields | |
| {Name of a custom field} | Retrieves the contents of a custom field. Between the tags, type the name of your custom field exactly as you named it in Quote Settings. Example: Name: My Custom Field Tag: {My Custom Field} |
| Signatures | |
| {CustomerSignatureImage} | Image of the customer signature |
| {CustomerSignatureClarification} | Name of the customer who signed |
| {CustomerSignatureDate} | Date of the signing |
| {SignatureIssuer} | Name, date and time for the signing in one row. Ex: A. Technician 23/09/2024 09:30:48 |
The assignment is placed in a separate table structured as in the image here. The color in the header is just an example. In the assignment table, a table for articles is placed. If the Assignment table is inside another table, the articles will not be retrieved, so be careful with the placement of the tables.
Other time/articles are placed in a separate table as in the example at the bottom of the image.
Sales Order Tags – Order Confirmation and Delivery Note
| Tag | Gives this information |
|---|---|
| {OrderNo} | Order number |
| {OrderDate} | Order date |
| {Customer} | Customer |
| To retrieve addresses for customers, enter Customer and for delivery address, Delivery in front of Address. Ex. {CustomerAddressRow1}. Only {Address} gives the visiting address. | |
| {AddressRow1} | Address from row 1 |
| {AddressRow2} | Address from row 2 |
| {PostalCode} | Postal code |
| {AddressPlace} | Place |
| {AddressCountry} | Country |
| {AddressProvince} | Province |
| {CustomerNo} | Customer number |
| {CustomerOrderNo} | Customer order number |
| {Facility} | Facility |
| {ContactName} | Person of contact on the order – Name |
| {ContactTitle} | Person of contact on the order – title |
| {ContactEmail} | Person of contact on the order – email |
| {ContactMobilePhoneNo} | Person of contact on the order – mobile phone |
| {ContactPhoneNo} | Person of contact on the order – phone |
| {YourReference} | Your reference |
| {OurReference} | Our reference |
| {Seller} | Seller |
| {DeliveryDate} | Delivery date |
| {PaymentTerms} | Payment terms, number of days. NOTE: This information is taken from the quote from which the sales order is generated. |
| {Status} | Status |
| {CostCenter} | Cost center |
| {Comments} | Comments on the Sales order |
| {ServiceObject} | The Service object |
| Article | |
| {Articles} | Articles. Create a table with this tag in the header. See example under Quote, image Assignment. Use the tags below for articles |
| {ArtNo} | Article number |
| {TotalPriceIncVat} | Price incl. VAT per article/articles |
| {Description} | Description |
| {Unit} | Unit |
| {OrderedAmount} | Ordered amount |
| {RestAmount} | Rest. amount |
| {DeliveredAmount} | Delivered amount |
| {AddedBy} | Added by |
| {Price} | The article price |
| {Discount} | Discount |
| {TotalPrice} | Total price / row |
| {TotalPriceOrdered} | Total price for a line where the goods are ordered but not yet delivered |
| {TotalPriceOrderedIncVat} | Total price for a line where the goods are ordered but not yet delivered incl. VAT |
| {OrderTotalPriceOrdered} | Total order, ordered articles |
| {OrderTotalPriceWithVAT25%Ordered} | Total order incl. VAT, ordered articles |
| {OrderTotalVAT25%Ordered} | VAT, ordered articles |
| {OrderTotalPrice} | Total order, delivered articles |
| {OrderTotalPriceWithVAT25%} | Total order incl. VAT, delivered articles |
| {OrderTotalVAT25%} | VAT, delivered articles |
| Custom field | |
| {Name on a custom field} | Retrieves the contents of a custom field. Between the tags, type the name of your custom field exactly as you named it in Quote Settings. Example: Name: My Custom Field Tag: {My Custom Field} |
Tags for Purchase order
| Tag | Gives this information |
|---|---|
| {OrderMarking} | Order markning |
| {Today} | Today (printing-) date |
| {OrderNo} | Purchase order number |
| {Created} alt {CreationDate} alt {Date} | Created date, all three variants possible |
| {CreatedBy} | Name of the user who created the order |
| {CreatedByEmail} | Email address of the person who created the purchase order |
| {DeliveryDate} | Delivery date |
| {AddressRow1} {AddressRow2} {PostalCode} {AddressPlace} {AddressCountry} {AddressProvince} | Address from row 1 Address from row 2 Postal code Place Country Province |
| {SupplierID} alt {SupplierNo} | The supplier number that you have given to the supplier in Register – Supplier |
| {SupplierName} | Name of the supplier |
| {OurCustomerNo} | Our customer number with the supplier |
| {Status} | Status on the order (created, sent…) |
| {Comments} | Comments |
| {Articles} | Articles. Create a table for the articles. See example below. |
| Custom fields can also be added. See instructions. |
Example of table listing the articles
| {Articles}Article number | Description | Amount unit |
| {ArtNo} | {Description} | {Amount} {Unit} |
