View Categories

Field index for email templates

image_print

When using email templates, you can add fields that are automatically filled in with the information related to the document being sent. The available fields depend on the document type: sales order or quote, purchase order, goods receipt. See the list below for all available fields.

Note: all field names must be enclosed in double curly braces, e.g. {{bill_to_address}}.

Fields common to all templates #

These fields return the information of the user sending the email. They work in all document types.

{{user.fullName}}Full name
{{user.firstname}}First name
{{user.lastname}}Last name
{{user.email}}Email
{{user.company_name}}Company name
{{user.position}}Position
{{user.department}}Department

 

Fields for sales orders and quotes #

Identification #

{{so_name}}Sales order name / number
{{generated_number}}Automatically generated number
{{quote_number}}Quote number
{{reference_number}}Reference number
{{shipment_number_aggregate}}Combined shipment numbers

 

Customer #

{{customer_display_name}}Customer display name
{{customer_company_name}}Customer company name
{{customer_notes}}Customer notes

 

Contact person #

{{contact_person_first_name}}First name
{{contact_person_last_name}}Last name
{{contact_person_salutation}}Salutation
{{contact_person_designation}}Position
{{contact_person_department}}Department
{{contact_person_email}}Email
{{contact_person_phone}}Phone
{{contact_person_mobile}}Mobile

 

Salesperson #

{{salesperson_name}}Salesperson name
{{salesperson_email}}Salesperson email
{{salesperson_phone}}Salesperson phone

 

Billing address #

{{bill_to_attention}}Attention
{{bill_to_address}}Address
{{bill_to_street2}}Street 2
{{bill_to_city}}City
{{bill_to_state}}Province
{{bill_to_state_code}}Province code
{{bill_to_zip}}Postal code
{{bill_to_country}}Country
{{bill_to_phone}}Phone

 

Shipping address #

{{ship_to_attention}}Attention
{{ship_to_address}}Address
{{ship_to_street2}}Street 2
{{ship_to_city}}City
{{ship_to_state}}Province
{{ship_to_state_code}}Province code
{{ship_to_zip}}Postal code
{{ship_to_country}}Country
{{ship_to_phone}}Phone

 

Carrier #

{{carrier_display_name}}Carrier display name
{{carrier_company_name}}Carrier company name
{{contact_carrier_account_display_name}}Carrier account — display name
{{contact_carrier_account_code}}Carrier account — code
{{contact_carrier_account_description}}Carrier account — description

 

Project #

{{project_title}}Project title
{{project_display_name}}Project display name

 

Plant #

{{plant_name}}Plant name
{{plant_code}}Plant code
{{plant_company_name}}Company name (plant)

 

Terms and currency #

{{currency_code}}Currency code (e.g. CAD)
{{currency_symbol}}Currency symbol (e.g. $)
{{price_list_name}}Price list name
{{incoterm_code}}Incoterm code
{{incoterm_display_name}}Incoterm display name
{{incoterm_detail}}Incoterm detail
{{notes}}Notes

 

Fields for purchase orders #

Identification #

{{po_name}}Purchase order name / number
{{generated_number}}Automatically generated number
{{reference_number}}Reference number
{{notes}}Notes

 

Amounts #

{{sub_total}}Subtotal
{{total}}Total

 

Vendor #

{{vendor_display_name}}Vendor display name
{{supplier_company_name}}Vendor company name

 

Vendor address #

{{supplier_address_attention}}Attention
{{supplier_address_address}}Address
{{supplier_address_street2}}Street 2
{{supplier_address_city}}City
{{supplier_address_state}}Province
{{supplier_address_state_code}}Province code
{{supplier_address_zip}}Postal code
{{supplier_address_country}}Country
{{supplier_address_phone}}Phone

 

Buyer #

{{buyer_display_name}}Buyer display name
{{buyer_department}}Buyer department
{{buyer_position}}Buyer position
{{owner_email}}Buyer email
{{owner_phone}}Buyer phone

 

Contact person #

{{contact_person_first_name}}First name
{{contact_person_last_name}}Last name
{{contact_person_salutation}}Salutation
{{contact_person_designation}}Position
{{contact_person_department}}Department
{{contact_person_email}}Email
{{contact_person_phone}}Phone
{{contact_person_mobile}}Mobile

 

Billing address #

{{bill_to_attention}}Attention
{{bill_to_address}}Address
{{bill_to_street2}}Street 2
{{bill_to_city}}City
{{bill_to_state}}Province
{{bill_to_state_code}}Province code
{{bill_to_zip}}Postal code
{{bill_to_country}}Country
{{bill_to_phone}}Phone

 

Shipping address #

{{ship_to_attention}}Attention
{{ship_to_address}}Address
{{ship_to_street2}}Street 2
{{ship_to_city}}City
{{ship_to_state}}Province
{{ship_to_state_code}}Province code
{{ship_to_zip}}Postal code
{{ship_to_country}}Country
{{ship_to_phone}}Phone
{{ship_to_plant_name}}Shipping plant name
{{ship_to_plant_code}}Shipping plant code

 

Dropship client #

{{dropship_client_display_name}}Dropship client display name
{{dropship_client_company_name}}Dropship client company name

 

Terms and currency #

{{payment_terms}}Payment terms
{{terms_and_conditions}}Terms and conditions
{{currency_code}}Currency code (e.g. CAD)
{{currency_symbol}}Currency symbol (e.g. $)

 

Plant and project #

{{plant_company_name}}Company name (plant)
{{project_display_name}}Project display name

 

Fields for goods receipts #

Identification #

{{reception_name}}Goods receipt name / number
{{reference_number}}Reference number
{{invoice_reference}}Invoice reference
{{notes}}Notes

 

Carrier #

{{carrier}}Carrier
{{driver}}Driver

 

Vendor #

{{vendor_display_name}}Vendor display name
{{vendor_company_name}}Vendor company name
{{vendor_main_person_email}}Vendor main contact email

 

Vendor billing address #

{{vendor_default_billing_address_attention}}Attention
{{vendor_default_billing_address_address}}Address
{{vendor_default_billing_address_street2}}Street 2
{{vendor_default_billing_address_city}}City
{{vendor_default_billing_address_state}}Province
{{vendor_default_billing_address_state_code}}Province code
{{vendor_default_billing_address_zip}}Postal code
{{vendor_default_billing_address_country}}Country
{{vendor_default_billing_address_phone}}Phone
{{vendor_default_billing_address_fax}}Fax

 

Plant #

{{plant_name}}Plant name
{{plant_company_name}}Company name (plant)

 

Plant address #

{{plant_address_attention}}Attention
{{plant_address_address}}Address
{{plant_address_street2}}Street 2
{{plant_address_city}}City
{{plant_address_state}}Province
{{plant_address_state_code}}Province code
{{plant_address_zip}}Postal code
{{plant_address_country}}Country
{{plant_address_phone}}Phone
Scroll to Top