For use with Microsoft Word and EQ.
Miscellaneous
General purpose merge fields
Merge Field |
Content from EQ to be merged |
<Today> |
Today’s Date |
<Today+7> |
The date in 7 days |
<Today+14> |
The date in 14 days |
<Today+21> |
The date in 21 days |
"My" Details
User details entered in the Tools > Users menu, entered per person
<My_Name> |
User’s name (as set in passwords and security) |
<My_Company> |
User’s company name |
<My_Address> |
User’s address with each part of the address shown on a separate line |
<My_Address(S)> |
User’s address on a single line, each part of the address is separated by a comma |
<My_Phone> |
User’s own phone number |
<My_Fax> |
User’s own fax number |
<My_Mobile> |
User’s own mobile number |
<My_Email> |
User’s own email address |
<My_Contact> |
User’s own contact name |
<My_VatReg> |
User’s on VAT registration number |
<My_D.Address> |
User’s delivery address with each part of the address shown on a separate line |
<My_D.Address(S)> |
User’s delivery address on a single line, separated by a comma |
<My_Signature> |
User’s own signature line shown in the password database |
Customer
Details from the customer database
<C_Company> |
Company name |
<C_Reffield> |
Company name, surname or first name (depending on which fields are completed) |
<C_Sal> |
Customer's salutation (e.g. Dan rather than Daniel) |
<C_Title> |
Customer's title (eg. Mr, Mrs etc) |
<C_Forename> |
Customers forename |
<C_Surname> |
Customer's surname |
<C_Address> |
Customer's address which each part shown on a separate line |
<C_Address1> - 5 |
Customer's address line 1. Use 1 – 5 for the additional lines |
<C_Address(S)> |
Customer's address on a single line, separated by a comma |
<C_DAddress1> - 5 |
Customer's delivery address line 1. Use 1 – 5 for the additional lines |
<C_HomeTel> |
Customer's home telephone number |
<C_WorkTel> |
Customer's work telephone number |
<C_MobileTel> |
Customer's mobile phone number |
<C_Email> |
Customer's email address |
<C_Fax> |
Customer's fax number |
<C_Dphone> |
Customer’s delivery address phone number |
<C_Dfax> |
Customer’s delivery address fax number |
<C_Dcont> |
Customer’s contact name for delivery address |
<C_Salesman_Phone> |
Salesman’s phone number (set in “edit popup contents” of customer screen) |
Additional Prompt Answers (User-defined fields are set on the right side of the customer screen)
<C_Analysis1> |
Anaylsis code 1: Salesman |
<C_Analysis2> |
Analysis code 2 Heading: Can be customised |
<C_Analysis2.1> |
Analysis code 2 additional description |
<C_Analysis2.2> |
Analysis code 2 additional description |
<C_Analysis3> |
Analysis code 3 Heading: Can be customised |
<C_Analysis3.1> |
Analysis code 3 additional description |
<C_Analysis3.2> |
Analysis code 3 additional description |
<C_Analysis4> |
Analysis code 4 Heading: Can be customised |
<C_Analysis5> |
Analysis code 5 Heading: Can be customised |
<C_Analysis5.1> |
Analysis code 5 additional description |
<C_Analysis5.2> |
Analysis code 5 additional description |
<C_AccountRef> |
Customer's account reference (created by EQ) |
<C_Account> |
Customer's account number (can be edited on Accounts tab of customer screen) |
<C_Disc> |
Customer's standard discount rate |
<C_User1> to <C_User12> |
User defined customer fields (on the Info tab of customer screen) |
<C_Salesman> |
Salesman from the customer screen |
<C_Salesman_Fax> |
Salesman’s fax number |
<C_Salesman_Email> |
Salesman’s email address |
Appointments
Appointment details from the contact history and appointments diary.
Merge Field |
Content from EQ to be merged |
<App_Ref> |
Appointment reference |
<App_Time> |
Appointment time |
<App_Date> |
Appointment date |
<App_Results> |
Result of appointment |
<App_EstVal> |
Appointment's estimated value |
<App_ActVal> |
Appointment's actual value |
<App_Rep> |
Appointment resource name |
Finance Details
Finance details from the ‘Direct Sell’ module
<Fi_Comp> =Finance company
<Fi_Agree> = Agreement number
<Fi_FVal> = Finance value
<Fi_PPP> = PPP
<Fi_Term> = Finance term
<Fi_DPer> =
<Fi_Rate> = Finance rate
<Fi_Code> =
<Fi_Sign> = Signatory
<Fi_Comm> =
SUPPLIER DETAILS
<S_Company> = Suppliers name
<S_Address> = Suppliers address with each part of the address shown on a separate line
<S_Address(S)> = Suppliers address on a single line, separated by a comma
<S_Phone> = Suppliers phone number
<S_Fax> = Suppliers fax number
<S_Email> = Suppliers email address
<S_Account> = Suppliers account code
FITTING
The fitting group (1-50) refers to the fitting configuration screen. (Tools > Fitting… > Fitting Configuration)
Bookmark: FitGrp1-50
Insert this bookmark into a table and use with the following fields.
Use the following merge fields individually with 1 – 50 for each fitting entry:
<FitGrp_Title1-50> = Fitting group titles
<FitGrp_Notes1-50> = Fitting group notes
<FitGrp_Sub_Total1-50> = Fitting group total qty*price excluding VAT
<FitGrp_Nett_Total1-50> = Fitting group net total excluding VAT
<FitGrp_VAT_Total1-50> = VAT Group total
<FitGrp_Grand_Total1-50> = Group total including VAT
<FitGrp_Qty> = Fitting item quantity
<FitGrp_Desc> = Fitting item description
<FitGrp_Price Each> = Fitting item price (each)
<FitGrp_Price> = Fitting item price
<FitGrp_Nett> = Fitting item net total excluding VAT
<FitGrp_VAT> = Fitting item price including VAT
<FitGrp_Total> = Fitting item total
Bookmark: FittingNotes
This bookmark displays the fitting notes that are set in Tools > Fitting > Installation Notes and displayed when you add fitting to a quote/order. Use FittingNotes_1, FittingNotes_2 etc (up to 5) to show on multiple pages.
QUOTATION/SALES ORDER DETAILS
<Q_Ref> = Quotation/order reference
<Q_OwnRef> = Own order reference
<Q_2ndRef> = Second reference
<Q_Type> = Type (Kitchen,Bathroom etc)
<Q_Man> = Furniture manufacturers name
<Q_Range> = Furniture range
<Q_RangeNotes> = Notes that a user can add to each range
<Q_Box> = Drawer box name
<Q_DoorMan> = Door supplier manufacturer
<Q_DoorHand> = Door handle
<Q_DrawHand> = Drawer handle
<Q_Carcase> = Carcase colour
<Q_PRM1> = Additional prompt for furniture catalogues 1
<Q_PRM2> = Additional prompt for furniture catalogues 2
<Q_PRM3> = Additional prompt for furniture catalogues 3
<Q_PRM4> = Additional prompt for furniture catalogues 4
<Q_PRM5> = Additional prompt for furniture catalogues 5
<Q_PRM6> = Additional prompt for furniture catalogues 6
<Q_PRM7> = Additional prompt answer for door catalogues 7
<Q_PRM8> = Additional prompt answer for door catalogues 8
<Q_PRM9> = Additional prompt answer for door catalogues 9
<Q_PRM10> = Additional prompt answer for door catalogues 10
<Q_PRMTIT_1> to 10 = Additional prompt questions for door catalogues 1 to 10
<Q_CLASS1> = Customer screen classification - Salesman
<Q_CLASS2> = Customer screen classification – Customised by “edit pop up contents”
<Q_CLASS2.1> = Additional descriptions (accessed by “edit popup contents”)
<Q_CLASS2.2> = Additional descriptions (accessed by “edit popup contents”)
<Q_CLASS3> = Customer screen classification 3 – customised by “edit popup contents”
<Q_CLASS3.1> = Additional descriptions (accessed by “edit popup contents”)
<Q_CLASS3.2> = Additional descriptions (accessed by “edit popup contents”)
<Q_CLASS4> = Customer screen classification 4 – Source of Lead
<Q_CLASS5> = Customer screen classification 5 – customised by “edit popup contents”
<Q_CLASS5.1> = Additional descriptions (accessed by “edit popup contents”)
<Q_CLASS5.2> = Additional descriptions (accessed by “edit popup contents”)
<Q_OrdDate> = Accepted date
<Q_CustDate> = Delivery to customer date
<Q_QuoteDate> = Quotation date
<Q_OrdDate> = Order date
<Q_ProdDate> = Production Date
<Q_CompDate> = Completion date
<Q_InstallDate> = Installation date
<Q_InstallTime> = Installation time
<Q_InstallName> = Installers name
<Q_InstallAdd> = Installation address
<Q_SurvDate> = Survey date
<Q_SurvTime> = Survey time
<Q_SurvName> = Surveyors name
<Q_SurvAdd> = Survey address
<Q_DepTot> = Deposit amount
<Q_Dep%> = Deposit percentage
<Q_Pay2%> = Payment percentage 2
<Q_Pay3%> = Payment percentage 3
<Q_Pay4%> = Payment percentage 4
<Q_Pay2£> = Payment amount 2
<Q_Pay3£> = Payment amount 3
<Q_Pay4£> = Payment amount 4
<Q_Pay2Date> = Payment date 2
<Q_Pay3Date> = Payment date 3
<Q_Pay4Date> = Payment date 4
<Q_Pay2Text> = Payment text 2
<Q_Pay3Text> = Payment text 3
<Q_Pay4Text> = Payment text 4
<Q_DAddress1-5> = Delivery address, lines 1 – 5 separately
<Q_DAddress(s)> = Delivery address, separated by commas, all on 1 line
<Q_DPhone> = Delivery address phone number
<Q_DiscE%> = Discount excluding fitting
<Q_DiscTotE> = Discount total excluding fitting
<Q_SubTotE> = Subtotal excluding fitting
<Q_NettE> = Nett total excluding fitting
<Q_VATRateE> = VAT rate
<Q_VATTotE> = VAT total excluding VAT
<Q_DiscI%> = Discount percentage
<Q_VATRateI> = VAT rate
<Q_VATToti> = VAT total
<Q_GrossE> = Gross excluding VAT
<Q_DepToPay> = Deposit to pay
<Q_Nett> = Nett value
<Q_Netti> = Nett value including VAT
<Q_DepTot> = Deposit total
<Q_Grossi> = Gross including VAT
<Q_DiscToti%> = Total discount % including VAT
<Q_SubToti> = Sub total including VAT
<Q_Balance> = Balance (quote/order value)
<Nett_Total> = Nett total
<Sub_Total> = Sub-total gross
<Disc_Total> = Total discount
<Nett_Total> = Nett total
<VAT_Total> = VAT total
<Grand_Total> = Order total including VAT
<Paid> = Total amount paid
<Deposit> = Deposit amount
<Item_Price> = Individual price multiplied by quantity
<Balance> = Balance
<Balance_VAT> = VAT of the balance
<OwnHead1-10> = Own Headings (1-10)
<Group> = Include if own groups are used on the quotation.
<Invoice_VAT> = Invoice VAT
<Invoice_VATRate> = Invoice VAT rate
<I_InvNo> = Invoice number
<Invoice_Date> = Invoice Date
<Invoice_total> = Invoice Total
<Invoice_Nett> = Invoice Nett value
<Paid_Nett> = Amount paid to date nett of VAT
<Paid_VAT> = Amount paid to date with VAT
<Balance_Nett> = Nett balance
<Balance_VAT> = Balance with VAT
<Delivery_Type> = Delivery Type (set on the delivery note)
<Vehicle> = Vehicle (as set on the delivery note)
<Delivery Method> = Delivery Method (as set on the delivery note)
<Delivery_Time> = Delivery Time (as set on the delivery note)
GROUP TOTALS
Sub-totals for the product groups shown below, split into 2 sections. Don’t mix and match the sections.
<Furn_SubTotal> <Furn_Disc%> <Furn_Disc> <Furn_Nett> <Furn_Total> <Furn_Gross>
<App_SubTotal> <App_Disc%> <App_Disc> <App_Nett> <App_Total> <App_Gross>
<Work_SubTotal> <Work_Disc%> <Work_Disc> <Work_Nett> <Work_Total> <Work_Gross>
<Tile_SubTotal> <Tile_Disc%> <Tile_Disc> <Tile_Nett> <Tile_Total> <Tile_Gross>
<Sink_SubTotal> <Sink_Disc%> <Sink_Disc> <Sink_Nett> <Sink_Total> <Sink_Gross>
<Light_SubTotal> <Light_Disc%> <Light_Disc> <Light_Nett> <Light_Total> <Light_Gross> |
<Fit_SubTotal> <Fit_Disc%> <Fit_Disc> <Fit_Nett> <Fit_Total> <Fit_Gross>
<Bath_SubTotal> <Bath_Disc%> <Bath_Disc> <Bath_Nett> <Bath_Total> <Bath_Gross>
<Acc_SubTotal> <Acc_Disc%> <Acc_Disc> <Acc_Nett> <Acc_Total> <Acc_Gross>
<AppAll_SubTotal> <AppAll_Disc%> <AppAll_Disc> <AppAll_Nett> <AppAll_Total> <AppAll_Gross>
<Other_SubTotal> <Other_Disc%> <Other_Disc> <Other_Nett> <Other_Total> <Other_Gross> |
BOOKMARKS (for quote/order contents)
Table Bookmarks
To use the following put the cursor in the table and press Insert > Bookmark and label as below:
For duplicating the same bookmark’s information over multiple pages (5 MAX), enter the bookmark as normal on the first page, and then add _2, _3, _4, _5 to the consecutive pages’ bookmark of the same name. (Example: Page 1 – Contents, Page 2 – Contents_2, Page 3 – Contents_3 …etc.)
Contents = All products regardless of type
Any products that have sub-items (e.g. carcase with door) show 1 line for description and the price includes the sub-items.
Contents2 = All products excluding sub-items
ContentsMain = Contents excluding sub-items
ContentsItem =
Appliances = Appliances
Sinks = Sinks & Taps
Worktops = Surfaces
Lighting = Lighting
Accessories = Accessories & Miscellaneous
Furniture = Furniture & Doors
FurnitureAll = Furniture listing
Furniture2 = Furniture only
FurnitureGroup = Use to import furniture from InSitu quote, displays all “furniture” products
Doors = Doors only
Panels = Panels only
Bathrooms = Bathroom Products, Showers & Suites
Fitting = Fitting
FitGrp1, FitGrp2 etc. = Fitting configuration displayed in Tools > Fitting… . Fitting Configuration FittingNotes, FittingNotes_1 etc = Fitting notes that are set in Tools > Fitting… > Installation Notes
Tiles = Tiles
Image1 = Brochure image. Put in table without auto-fill turned on. Works in a text box as well.
Image2 = CAD Image. Put in table without auto-fill turned on. Works in a text box as well.
AppliancesAll = Appliances
Sundries = Miscellaneous
SalesNotes = Sales notes (as entered on an order)
PlotList = List of plots (main detailed quotation list) (CONTRACTS)
PlotSummary = Summary list of plot prices (CONTRACTS)
Notes = Displays notes entered in under “Notes” button. Use in a table 1 cell by 1 cell
BOOKMARKS CONTENTS
Use the fields below within a table which has a bookmark.
<ITM> = Item number
<QTY> = Quantity
<CODE> = Product code
<DESC> = Product description
<DESC1> = Product description including product notes (on separate lines)
<DESC+1> = Product description including product notes and a blank line after each product
<DESC2> = Product description including product notes (comma separated)
<COL> = Colour
<MAN> = Product manufacturer
<DISC%> = Line discount percentage
<LR> = Handing
<HT> = Height
<WTH> = Width
<DTH> = Depth
<VATR> = VAT Rate
<HINGE> = Hinge
<GABLE> = Gable
<DUCT> = Duct
<PRICE_EACH> = Price each
<PRICE> = Price each * quantity
<NETT> = Nett price each (including discount)
<VAT> = VAT total
<TOTAL> = Total
<SIZE> = Product dimensions W x H x D
<SIZE2> = Product dimensions H x W x D
<SQM> = Square Metre
<JUSTDESC> = Description with no colour options included
<ITEM_SUPP> = Suppliers name
<ITEM_DELDATE> = Delivery date
GERMAN CATALOGUES
Variations – only those with something selected (Variations_Default)
<Vari_Head> = Variation heading
<Vari_Text> = Variation text
CONTRACTS
<Site_Title> = Site description
<Site_Name> = Company name from customer database for the site
<Site_Address> = Multi-line address for the Site_Name
<Site_Address(S)> = Single line address for the Site_Name
<Site_Address1> = Address line 1
<Site_Address2> = Address line 2
<Site_Address3> = Address line 3
<Site_Address4> = Address line 4
<Site_Address5> = Address line 5
<Site_Contact> = Site contact name
<Site_Number> = Site number
<Site_Salesman> = Site salesman
<Site_Salesman_Phone> = Site salesman’s telephone
<Site_Salesman_Fax> = Site salesman’s fax number
<Site_Salesman_Email> = Site salesman’s email address
<Site_Appliances> = Appliances on the site
<Site_Type> = Site Type
<Nett_Average> = Average plot value (Nett)
<Plot_Description> = Plot Description – contents of Man. Code column
<Category_Description> = Contents of quote group column
<Builder_Name> = Company name for the builder from the customer database
<Builder_Address> = Multi-line address for the Builder_Name
<Builder_Address(S)> = Single line address for the Builder_Name
<Builder_Address1> = Address line 1
<Builder_Address2> = Address line 2
<Builder_Address3> = Address line 3
<Builder_Address4> = Address line 4
<Builder_Address5> = Address line 5
<Builder_Email> = Builder’s email address
<Builder_Work> = Builder’s work telephone number
<Builder_Fax> = Builder’s fax number
<Builder_Mobile> = Builder’s mobile phone number
<Builder_Contact> = Builder contact
<House_Type> = House Type / Plot number
<Design_Number> = Design number
<Rev> = Revision Number
<Valid Until> = Valid until date
<Site_Type> = Site type
<Site_User1-10> = Customisable user fields on the site database
<Internal_Ref> = Internal reference on the plots screen
<Contracts_Name1-99> = from contacts list
<Contracts_Phone1-99> = from contacts list
<Category1-10> = Use 1 to 10 individually
<Cat1_Nett> = Use 1 to 10 individually
<Site_Cat1_Nett> = Use 1 to 10 individually
<Site_Cat1_NettS> = Use 1 to 10 individually
<Total_Cat1_Nett> = Use 1 to 10 individually
<Site_Cat1_Nett_Grp2> = Use Cat1 to Cat10 individually
Type_Header (Bookmark) = House type header notes – replaces the bookmark
Type_Footer (Bookmark) = House type footer notes – replace the bookmark
Site_Notes (Bookmark) = Site Notes
Put SITE in front of all for site totals eg (SITE_G1_Furn_VAT)
<G1-8_Total_ExVATExFIT> = Total groups (1-8) excluding VAT excluding Fitting
<G1-8_Total_ExVAT> = Total groups (1-8) total excluding VAT
<G1-8_Total_IncVAT> = Total groups (1-8) total including VAT
<G1-8_Total_VAT> = Total groups (1-8) VAT total
<G1-8_Furn_ExVAT> = Furniture groups (1-8) total excluding VAT
<G1-8_Furn_IncVAT> = Furniture groups (1-8) total including VAT
<G1-8_Furn_VAT> = Furniture groups (1-8) VAT total
<G1-8_Fit_ExVAT> = Fitting totals (1-8) excluding VAT
<G1-8_GTotal_ExVAT> = Total excluding VAT*number of plots
Totals used in the site summary so it shows all the included price groups, each total is for a plot/price group
Prefix ‘R’ to show the retail price for each of these groups (eg Rwork_ExVAT)
<Sum_Group> = Price Group name
<Sum_Furn_ExVAT> = Furniture total excluding VAT
<Sum_Tot_ExVAT> = Total excluding VAT
<Work_ExVAT> = Worktop total excluding VAT
<Work_IncVAT> = Worktop total including VAT
<Work_VAT> = Worktop total VAT
<Sink_ExVAT> = Sinks & Taps total excluding VAT
<Sink_IncVAT> = Sinks & Taps total including VAT
<Sink_VAT> = Sinks & Taps total VAT
<App_ExVAT> = Appliances total excluding VAT
<App_IncVAT> = Appliances total including VAT
<App_VAT> = Appliances total VAT
<Light_ExVAT> = Lighting total excluding VAT
<Light_IncVAT> = Lighting total including VAT
<Light_VAT> = Lighting total VAT
<Sundry_ExVAT> = Sundries total excluding VAT
<Sundry_IncVAT> = Sundries total including VAT
<Sundry_VAT> = Sundries total VAT
<Fit_ExVAT> = Fitting total excluding VAT
<Fit_IncVAT> = Fitting total including VAT
<Fit_VAT> = Fitting total VAT
<Quote_Option1-10> = Furniture options (for the house type)
<Quote_DefaOption1-10> = Furniture options default (for the site)
<Quote_Head1-10> = Furniture options prompt
<Price_Group1-8> = Price Group Headings
<Optional_TotExVAT> = Total for optional extras excluding VAT
CONTRACTS BOOKMARKS
Table Bookmarks
To use the following put the cursor in the table and press Insert > Bookmark and label as below:
Contents = All contents
Furniture = Furniture items (G1-8)
Appliances = Appliances
Sinks = Sinks and taps
Worktops = Worktops
Lighting = Lighting
Sundries = Sundry items
Fitting = Fitting list
Optional = Optional products