Quotation template variables
Below is an overview of variables that can be used in MS Word quotation templates.
Variable names are case-sensitive.
QuotationHeader
For variables of type QuotationHeader, the following sub-variables are available for use in quotation templates.
| Variable | Type | Optional | Description |
|---|---|---|---|
| Code | numeric | The code of the quotation. | |
| Name | text | The name of the quotation. | |
| Description | text | The description of the quotation. | |
| AdministrationRelation | Relation | ✓ | The details of the administration relation. |
| Relation | Relation | ✓ | The details of the quotation relation. |
| Type | QuotationType | The type of the quotation. | |
| ValidFrom | date | ✓ | The date from which the prices in the quotation are valid. |
| ValidTo | date | ✓ | The date until which the prices in the quotation are valid. |
| ExpirationDate | date | ✓ | The date when the offer in the quotation expires. |
| PriceGroup | RelationGroup | ✓ | The relation group of the quotation. |
| Lines | QuotationLine | A list of quotation lines. | |
| QuotationStatus | QuotationStatus | The status of the quotation. | |
| CreatedBy | User | The user who created the quotation. | |
| Created | date | The date when the quotation was created. | |
| ModifiedBy | User | The user who modified the quotation. | |
| Modified | date | The date when the quotation was modified. |
QuotationLine
For variables of type QuotationLine, the following sub-variables are available for use in quotation templates.
| Variable | Type | Optional | Description |
|---|---|---|---|
| CostPrice | Price | ✓ | The cost price of the quotation line. |
| SalesPrice | Price | The base sales price of the quotation line. | |
| BasePrice | Price | The base price of the quotation line. | |
| Percentage | numeric | ✓ | The markup or discount percentage of the quotation line. |
| Absolute | numeric | ✓ | The markup or discount amount of the quotation line. |
| Fixed | numeric | ✓ | The fixed amount of the quotation line. |
| Price | Price | The calculated price of the quotation line. | |
| Article | Article | The article of the quotation line. | |
| PriceGroup | ArticleGroup | The article group of the quotation line. | |
| Remarks | text | Remarks associated with the quotation line. |
QuotationStatus
For variables of type QuotationStatus, the following sub-variables are available for use in quotation templates.
| Variable | Type | Optional | Description |
|---|---|---|---|
| Code | numeric | The code of the quotation status. | |
| Name | text | The name of the quotation status. | |
| Description | text | The description of the quotation status. |
QuotationType
Variables of type QuotationType can have the following values.
| Values | Description |
|---|---|
| PriceList | Indicates that it is a price list quotation. |
| PriceAgreement | Indicates that it is a price agreement quotation. |
Relation
For variables of type Relation, the following sub-variables are available for use in quotation templates.
| Variable | Type | Optional | Description |
|---|---|---|---|
| Code | numeric | The code of the relation. | |
| Name | text | The name of the relation. | |
| ShortName | text | The short name of the relation. | |
| VatNumber | text | The VAT number of the relation. | |
| MainAddress | Address | The address of the relation. | |
| MainEmailAddress | text | The email address of the relation. | |
| ChamberOfCommerceNumber | text | The Chamber of Commerce number of the relation. | |
| Website | text | The website address of the relation. | |
| Remarks | text | Remarks associated with the relation. | |
| Customer | Customer | The customer details of the relation. | |
| Supplier | Supplier | The supplier details of the relation. | |
| Representative | User | ✓ | The representative of the relation. |
| ContactPersons | ContactPerson | A list of contact persons of the relation. | |
| EmailAddresses | Email | A list of email addresses of the relation. | |
| Logo | Image | The logo of the relation. | |
| HasLogo | boolean | Indicates whether the relation has a logo. | |
| DynamicFields | DynamicFields | Provides access to the dynamic fields of the relation. |
Customer
For variables of type Customer, the following sub-variables are available for use in quotation templates.
| Variable | Type | Optional | Description |
|---|---|---|---|
| EgNumber | text | The VAT number of the customer. | |
| InvoiceDiscountPercentage | numeric | The invoice discount percentage. | |
| CreditLimit | numeric | The credit limit. | |
| CreditHoldType | CreditHoldType | The credit hold of the customer. | |
| IsBankrupt | boolean | Indicates whether the customer is bankrupt. | |
| SupplierCode | text | Supplier code. | |
| BankAccount | BankAccount | ✓ | The default bank account of the customer. |
| BankAccounts | BankAccount | A list of bank accounts of the customer. |
Supplier
For variables of type Supplier, the following sub-variables are available for use in quotation templates.
| Variable | Type | Optional | Description |
|---|---|---|---|
| InvoiceDiscountPercentage | numeric | The invoice discount percentage. | |
| CreditLimit | numeric | The credit limit. | |
| SupplierCode | text | Supplier code. | |
| BankAccount | BankAccount | ✓ | The default bank account of the supplier. |
| BankAccounts | BankAccount | A list of bank accounts of the supplier. |
Address
For variables of type Address, the following sub-variables are available for use in quotation templates.
| Variable | Type | Optional | Description |
|---|---|---|---|
| Name | text | The name of the address. | |
| AddressLine1 | text | Address line 1. | |
| AddressLine2 | text | Address line 2. | |
| AddressLine3 | text | Address line 3. | |
| ContactPersonName | text | The name of the contact person. | |
| Phone | text | The phone number. | |
| Fax | text | The fax number. | |
text | The email address. | ||
| Lines | text | All address lines. | |
| PostalCode | text | The postal code. | |
| City | text | The city. | |
| Province | text | The province. | |
| Country | Country | The country. |
Country
For variables of type Country, the following sub-variables are available for use in quotation templates.
| Variable | Type | Optional | Description |
|---|---|---|---|
| IsoCode2 | text | The ISO code 2 of the country. | |
| IsoCode3 | text | The ISO code 3 of the country. | |
| Description | text | The description of the country. |
CreditHoldType
Variables of type CreditHoldType can have the following values.
| Values | Description |
|---|---|
| No | No. |
| YesAutomatic | Yes, automatic. |
| YesManual | Yes, manual. |
BankAccount
For variables of type BankAccount, the following sub-variables are available for use in quotation templates.
| Variable | Type | Optional | Description |
|---|---|---|---|
| Name | text | The name of the bank account. | |
| Bic | text | The BIC number of the bank. | |
| Iban | text | The IBAN number of the bank. |
ContactPerson
For variables of type ContactPerson, the following sub-variables are available for use in quotation templates.
| Variable | Type | Optional | Description |
|---|---|---|---|
| FamilyName | text | The last name of the person. | |
| FirstName | text | The first name of the person. | |
| FullName | text | The full name of the person. | |
| PrivatePhoneNumber | text | The private phone number. | |
| MobilePhoneNumber | text | The mobile phone number. | |
| Function | text | The function of the person. | |
| FaxNumber | text | The fax number of the person. | |
| EmailAddress | text | The email address of the person. |
For variables of type Email, the following sub-variables are available for use in quotation templates.
| Variable | Type | Optional | Description |
|---|---|---|---|
| MailAddress | text | The email address. | |
| ContactPerson | ContactPerson | The contact person. | |
| EmailType | EmailCategory | The email category. |
EmailCategory
For variables of type EmailCategory, the following sub-variables are available for use in quotation templates.
| Variable | Type | Optional | Description |
|---|---|---|---|
| Code | numeric | The code of the email category. | |
| Name | text | The name of the email category. | |
| Description | text | The description of the email category. |
Article
For variables of type Article, the following sub-variables are available for use in quotation templates.
| Variable | Type | Optional | Description |
|---|---|---|---|
| Code | numeric | The code of the article. | |
| Name | text | The name of the article. | |
| Description | text | The description of the article. | |
| Brand | text | The brand of the article. | |
| IntrastatCommodityCode | text | The intrastat commodity code of the article. | |
| Packaging | text | The packaging of the article. | |
| EanCodeRetailUnit | text | The EAN code for retail unit of the article. | |
| EanCodeTradeUnit | text | The EAN code for trade unit of the article. | |
| PickLocation | text | The pick location of the article. | |
| SearchName | text | The search name of the article. | |
| StorageConditions | text | The storage conditions of the article. | |
| VatType | Vat | The VAT type of the article. | |
| PackedPerAmount | numeric | Packed per amount. | |
| PackedPerType | PackedPerType | Packed per type. | |
| IsOrderTypeSales | boolean | Indicates if this is a sales item. | |
| IsOrderTypePurchase | boolean | Indicates if this is a purchase item. | |
| IsReturnablePackaging | boolean | Indicates if this is a returnable packaging item. | |
| Purchase | PurchaseItem | The purchase item data. | |
| Sales | SalesItem | The sales item data. | |
| Thumbnail | Image | The thumbnail of the article. | |
| HasThumbnail | boolean | Indicates if the article has a thumbnail. | |
| DynamicFields | DynamicFields | Provides access to the dynamic fields of the article. |
SalesItem
For variables of type SalesItem, the following sub-variables are available for use in quotation templates.
| Variable | Type | Optional | Description |
|---|---|---|---|
| ExternalCode | text | The external code of the article. | |
| Name | text | The name of the article. | |
| ShortName | text | The short name of the article. | |
| Description | text | The description of the article. | |
| PackedPerAmount | numeric | Packed per amount. | |
| PackedPerType | PackedPerType | Packed per type. | |
| PortionWeight | numeric | The portion weight of the article. | |
| QuantityType | QuantityType | The quantity type of the article. | |
| CostPrice | Price | ✓ | The cost price of the article. |
| SalesPrice | Price | The sales price of the article. | |
| SalesPriceInclVat | Price | The sales price of the article including VAT. | |
| ExternalCodeOrCode | text | The external code or regular code of the article. |
PurchaseItem
For variables of type PurchaseItem, the following sub-variables are available for use in quotation templates.
| Variable | Type | Optional | Description |
|---|---|---|---|
| ExternalCode | text | The external code of the article. | |
| Name | text | The name of the article. | |
| ShortName | text | The short name of the article. | |
| Description | text | The description of the article. | |
| PackedPerAmount | numeric | Packed per amount. | |
| PackedPerType | PackedPerType | Packed per type. | |
| PortionWeight | numeric | The portion weight of the article. | |
| QuantityType | QuantityType | The quantity type of the article. | |
| PurchasePrice | Price | The purchase price of the article. | |
| ExternalCodeOrCode | text | The external code or regular code of the article. |
QuantityType
Variables of type QuantityType can have the following values.
| Values | Description |
|---|---|
| Pieces | Pieces. |
| Weight | Weight. |
| PiecesWithKgPrice | Pieces with kg price. |
PackedPerType
Variables of type PackedPerType can have the following values.
| Values | Description |
|---|---|
| NotApplicable | Not applicable. |
| Weight | Weight. |
| Quantity | Quantity. |
Vat
Variables of type Vat can have the following values.
| Values | Description |
|---|---|
| Low | Low. |
| High | High. |
| Packing | Packing. |
| Service | Service. |
| Dairy | Dairy. |
| Agriculture | Agriculture. |
| Zero | Zero. |
ArticleGroup
For variables of type ArticleGroup, the following sub-variables are available for use in quotation templates.
| Variable | Type | Optional | Description |
|---|---|---|---|
| Code | numeric | The code of the article group. | |
| Name | text | The name of the article group. | |
| Description | text | The description of the article group. |
For variables of type RelationGroup, the following sub-variables are available for use in quotation templates.
RelationGroup
| Variable | Type | Optional | Description |
|---|---|---|---|
| Name | text | The name of the relation group. | |
| Description | text | The description of the relation group. |
For variables of type User, the following sub-variables are available for use in quotation templates.
User
| Variable | Type | Optional | Description |
|---|---|---|---|
| Name | text | The name of the user. |
Price
There are multiple ways to include a price in a quotation template. The table below shows some examples.
| Option | Syntax | Example | Display |
|---|---|---|---|
| Price including currency with 2 decimals | <<[variable]:"C2">> | <<[line.BasePrice]:"C2">> | 665.00 EUR |
| Price including currency with 3 decimals | <<[variable]:"C3">> | <<[line.BasePrice]:"C3">> | 665.000 EUR |
| Price without currency | <<[variable]:"N2">> | <<[line.BasePrice]:"N2">> | 665.00 |
Dynamic Fields
The dynamic fields of a variable can be accessed by specifying the location in square brackets followed by the identification of the dynamic field in square brackets. Below are some examples.
| Variable | Location | Identification | Syntax |
|---|---|---|---|
| Relation | general | website | <<[Relation.DynamicFields["common"]["common"]["website"]]>> |
| Relation | customer | name | <<[Relation.DynamicFields["customer"]["common"]["name"]]>> |
| Relation | supplier | name | <<[Relation.DynamicFields["supplier"]["common"]["name"]]>> |
| Article | general | quotation_order | <<[Article.DynamicFields["common"]["common"]["quotation_order"]]>> |
| Article | purchase | example1 | <<[Article.DynamicFields["purchase"]["common"]["example1"]]>> |
| Article | sales | example2 | <<[Article.DynamicFields["sales"]["common"]["example2"]]>> |
Image
Images can be displayed using the following syntax:
<<image [variabele] -fitHeight>>
Replace variable in the above example with the name of the variable. For example, to display the logo of the administration relation, you can use the following text:
<<image [AdministrationRelation.Logo] -fitHeight>>