Mac users can toggle all field codes by pressing OPTION + F9. Windows users can toggle all field codes by holding down ALT + F9. Right-click any > and click Toggle Field Codes to show the field code (displayed as ). The most important thing to remember when making changes to templates is to change the FIELD CODE, not the FIELD NAME. Try to change the structure as little as possible to preserve the template functionality. See Mail Merge Fields for document templates for the list of available tables and mail merge fields. If you need to customise standard templates, make sure that the opening tag for any table «TableStart: NAME» has the matching closing tag «TableEnd: NAME», or your template will not work. TableStart and TableEnd tags that end in Details (POLineDetails, InvoiceDetails etc.) are for matrix documents, e.g.These are child tags that will be found within the parent tags. « TableStart:POLines» and « TableEnd:POLines». Tables that may have multiple lines generated in them, for example, tables with sale order lines, purchase order lines, or additional Charges, will have TableStart and TableEnd tags within the table itself.Child TableStart and TableEnd tags can be placed within the parent tags. « TableStart:Purchase» and « TableEnd:Purchase». ![]() Templates will start and end with the parent TableStart and TableEnd tags, e.g.This defines which table the mail merge fields data will be pulled from. All MS Word formatting (font size, alignment, etc.) is carried over to the document/email body.Īll sections in a template must be contained within TableStart and TableEnd tags. Only MS Word files are accepted as a template format. Email templates, when uploaded, will display in the body of the email, and the email subject line also needs to be pre-set. By default, only document templates are provided. ![]() ![]() Clicking Email will open a blank email with the PDF document as an attachment. Document templates generate PDF documents clicking Print during an operation will allow you to print or save the document. NOTE: Each template can have both a document template and an email template. You will see each section (Purchase, Sale, Inventory, POS, etc.) and the default templates for each document type (Purchase Order, Purchase Invoice, etc.) within that section. Change barcode format for DEAR POS receiptĭocument and email templates are accessed from Settings → Document & Email Templates.Change barcode format for DEAR POS product label.Add customer tax number to DEAR POS receipt.Add a credit note memo to a credit note purchase.Display the correct font in a document template.NOTE: DEAR have a dedicated support team for resolving template issues, don't hesitate to contact DEAR Support for help. MailMerge fields for financial templates (Expense Claims and Receipts).MailMerge fields for production process (BETA).MailMerge fields for DEAR POS templates. ![]()
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