Available Email Template Fields Follow
This article lists all the available options (also called variables) which can be used in the Printer's Plan email templates.
The following sections can be found in this article.
-Fields you can use in Job Emails
-Fields you can use in Customer Emails
-Fields you can use in Shipment Emails
-Fields you can use in Vendor Emails
-Fields you can use in AR/Payment Received Emails
-Fields you can use in Email Receipts for Deposit Payment
-Fields you can use in Email Receipts for Quick Sale Payment
-Fields you can use in Email Receipts for AR Payment
-Company Name and Address Fields
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FIELDS YOU CAN USE IN JOB EMAILS
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CONTACT FIELDS:
Buyer Title | <Title> |
Buyer First | <First> |
Buyer Last | <Last> |
Buyer Phone | <Phone> |
Buyer Phone2 | <Phone2> |
Buyer Cell | <Cell> |
Buyer Fax | <Fax> |
Buyer Email | <Email> |
Buyer Number | <BuyerNo> |
Payer Number | <PayerNo> |
BILL TO FIELDS:
Bill to Company |
<BilltoCompany>
|
Bill to Address | <BilltoAddress> |
Bill to Address2 |
<BilltoAddress2>
|
Bill to City | <BilltoCity> |
Bill to State | <BilltoState> |
Bill to Zip | <BilltoZip> |
Bill to Country | <BilltoCountry> |
Customer ID | <CusID> |
Group ID | <GroupID> |
SHIP TO FIELDS:
Ship to Attention | <Attention> |
Ship to Company | <Company> |
Ship to Address | <Address> |
Ship to Address2 | <Address2> |
Ship to City | <City> |
Ship to State | <State> |
Ship to Zip | <Zip> |
Ship to Country | <Country> |
Ship to Email | <ShipToEmail> |
EMPLOYEE FIELDS:
Job Sales Rep | <SRep> |
Job CSR | <CSR> |
JOB FIELDS:
Job Number | <JobNo> |
Job Title | <JobTitle> |
Job PO | <PO> |
Job DateIn | <DateIn> |
Job DateProof | <DateProof> |
Job DateDue | <DateDue> |
Job DateShipped | <DateShipped> |
Job DateReorder | <DateReorder> |
Job DatePaymenDue | <DatePayDue> |
Job Date Paid | <DatePaid> |
Job Time Due | <TimeDue> |
Job Proof Time | <ProofTime> |
Job Ship By | <ShipVia> |
Job Terms | <Terms> |
Job Invoice Note | <InvoiceNote> |
Job Subtotal | <Subtotal> |
Job Discount | <Discount> |
Job Shipping | <Shipping> |
Job Postage | <Postage> |
Job Tax | <Tax> |
Job Total | <Total> |
Job Late Fee | <Latefee> |
Job Paid | <Paid> |
Job Writeoff | <Writeoff> |
Job Balance | <Balance> |
Job CSR Email Address | <CSREmail> |
Job Sales Rep Address | <SRepEmail> |
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FIELDS YOU CAN USE IN CUSTOMER EMAILS
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CONTACT FIELDS:
Contact Title | <Title> |
Contact First | <First> |
Contact Last | <Last> |
Contact Phone | <Phone> |
Contact Phone2 | <Phone2> |
Contact Cell | <Cell> |
Contact Fax | <Fax> |
Contact Email | <Email> |
BILL TO FIELDS:
Customer Number | <CusNo> |
Customer Name | <Company> |
Customer Address | <Address> |
Customer Address2 | <Address2> |
Customer City | <City> |
Customer State | <State> |
Customer Zip | <Zip> |
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FIELDS YOU CAN USE IN SHIPMENT EMAILS
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CONTACT FIELDS:
Buyer Position | <Position> |
Buyer Title | <Title> |
Buyer First | <First> |
Buyer Email | <Last> |
Buyer Phone | <Phone> |
Buyer Phone2 | <Phone2> |
Buyer Cell | <Cell> |
Buyer Fax | <Fax> |
Buyer Contact Number | <ContactNo> |
SHIPMENT FIELDS:
Shipment Description | <ItemDes> |
Shipment Quantity | <QtyShipped> |
Quantity per Box | <QtyPerBox> |
Number of Boxes | <Boxes> |
Weight in Ounces | <Weight> |
Weight in Pounds and Ounces | <TotalWeight> |
Tracking Number | <Tracking> |
Shipment Note | <ShippedNote> |
Date Shipped | <Shipped> |
Date Received | <Received> |
Shipment Price | <ShipAmt> |
Shipping Carrier | <ShippedBy> |
Carrier Tracking URL |
<ShipByTrackingURL>
|
<ShipmentAll> |
SHIP TO FIELDS:
Ship to Attention | <Attention> |
Ship to Company | <Company> |
Ship to Address | <Address> |
Ship to Address2 | <Address2> |
Ship to City | <City> |
Ship to State | <State> |
Ship to Zip | <Zip> |
Ship to Country | <Country> |
Ship to Route | <Route> |
Ship to Distance | <Distance> |
Ship to Note | <ShipNote> |
Ship to Email | <ShipToEmail> |
BILL TO FIELDS:
Bill To Company |
<BilltoCompany>
|
Bill to Address | <BilltoAddress> |
Bill to Address2 |
<BilltoAddress2>
|
Bill to City | <BilltoCity> |
Bill to State | <BilltoState> |
Bill to Zip | <BilltoZip> |
Bill to Country | <BilltoCountry> |
Bill to Buyer Number | <BuyerNo> |
Bill to Payer Number | <PayerNo> |
Bill to Customer ID | <CusID> |
Bill to Group ID | <GroupID> |
EMPLOYEE FIELDS:
Job Sales Rep | <SRep> |
Job CSR | <CSR> |
JOB FIELDS:
Job Number | <JobNo> |
Job Title | <JobTitle> |
Job PO | <PO> |
Job DateIn | <DateIn> |
Job DateProof | <DateProof> |
Job DateDue | <DateDue> |
Job DateShipped | <DateShipped> |
Job DateReorder | <DateReorder> |
Job DatePaymenDue | <DatePayDue> |
Job Date Paid | <DatePaid> |
Job Time Due | <TimeDue> |
Job Proof Time | <ProofTime> |
Job Ship By | <ShipVia> |
Job Terms | <Terms> |
Job Invoice Note | <InvoiceNote> |
Job Subtotal | <Subtotal> |
Job Discount | <Discount> |
Job Shipping | <Shipping> |
Job Postage | <Postage> |
Job Tax | <Tax> |
Job Total | <Total> |
Job Late Fee | <Latefee> |
Job Paid | <Paid> |
Job Writeoff | <Writeoff> |
Job Balance | <Balance> |
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FIELDS YOU CAN USE IN VENDOR EMAILS
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VENDOR:
Vendor Email | <Email> |
Vendor Name |
<Vendors.Name>
|
Vendor Contact Name | <ContactName> |
Vendor Phone | <Phone> |
Vendor Phone 2 | <Phone2> |
Vendor Fax | <Fax> |
Vendor Notes | <Notes> |
JOB/ITEM/SERVICE:
Job Number | <JobNo> |
Job Title | <Title> |
Item Number | <ItemNo> |
Actual Quantity | <ActualQty> |
Charge Quantity | <ChargeQty> |
Time Cost | <TimeCost> |
Material Cost | <MatCost> |
Cost | <Cost> |
SERVICE:
Category Name | <CatName> |
Service Name |
<Services.Name>
|
Service Name2 | <Name2> |
Service Size | <Size> |
Service SKU | <SKU> |
Service UPC | <UPC> |
Service FSC | <FSC> |
Service Unit Cost | <UnitCost> |
Service Cost UOM | <Unit> |
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FIELDS YOU CAN USE IN AR/PAYMENTS RECEIVED EMAILS
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CONTACT FIELDS:
Contact Title | <Title> |
Contact First | <First> |
Contact Last | <Last> |
Contact Phone | <Phone> |
Contact Phone2 | <Phone2> |
Contact Cell | <Cell> |
Contact Fax | <Fax> |
Contact Email | <Email> |
BILL TO FIELDS:
Customer Number | <CusNo> |
Customer Name | <Company> |
Customer Address | <Address> |
Customer Address2 | <Address2> |
Customer City | <City> |
Customer State | <State> |
Customer Zip | <Zip> |
PAYMENT FIELDS (in AR):
Payment Date | <PayDate> |
Payment Amount | <PayAmount> |
Payment Type | <PayType> |
Payment Reference |
<PayReference>
|
Payment Applied To | <PayApplied> |
Processed By | <ProcessedBy> |
PRINT REACH PAY FIELDS:
Payment Info | <CCInfo> |
Payment Amount | <PayAmount> |
PRPSubtotal |
<PRPSubtotal> 'Subtotal amount processed by PrintReachPay (used for receipt)
|
PRPTaxAmount |
<PRPTaxAmount> 'Tax amount processed by PrintReachPay (used for receipt)
|
SubtotalPRP |
<SubtotalPRP> 'Subtotal amount sent to PrintReachPay from Printer's Plan (used for HPP URL)
|
TaxAmountPRP |
<TaxAmountPRP> 'Subtotal amoun sent to PrintReachPay from Printer's Plan (used for HPP URL)
|
CCInfo | <CCInfo> |
PayDate | <PayDate> |
PayReference |
<PayReference>
|
ProcessedBy | <ProcessedBy> |
EntryMethod | <EntryMethod> |
CardType | <CardType> |
NameOnAccount |
<NameOnAccount>
|
TransactionDate |
<TransactionDate>
|
MerchantID | <MerchantID> |
ResponseStatus |
<ResponseStatus>
|
AuthCode | <AuthCode> |
CardLastFour | <CardLastFour> |
TerminalId | <TerminalId> |
TransactionId | <TransactionId> |
CardEntryContext |
<CardEntryContext>
|
Surcharge Name | <SurchargeName> |
Surcharge Amount | <SurchargeAmount> |
Payment Total | <PaymentTotal> |
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FIELDS YOU CAN USE IN EMAIL RECEIPTS FOR DEPOSIT PAYMENT
(Printer's Plan will automatically use the PrintReachPayJobReceipt template)
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All the fields in the JOB EMAIL section. Fields for the CONTACT are populated with data from the Job's buyer unless a payment is made using a tokenized contact, then the contacts fields
contact. In that instance, CONTACT fields are populated with data from the tokenized contact.
PAYMENT FIELDS:
Payment Date | <PayDate> |
Payment Amount | <PayAmount> |
Payment Reference |
<PayReference>
|
Processed By | <ProcessedBy> |
PRINT REACH PAY FIELDS:
Payment Total | <PaymentTotal> |
PayAmount | <PayAmount> |
PRPSubtotal | <PRPSubtotal> |
Surcharge Amount |
<SurchargeAmount>
|
Surcharge Name |
<SurchargeName>
|
PRPTaxAmount |
<PRPTaxAmount>
|
CCInfo | <CCInfo> |
PayDate | <PayDate> |
PayReference |
<PayReference>
|
ProcessedBy | <ProcessedBy> |
EntryMethod | <EntryMethod> |
CardType | <CardType> |
NameOnAccount |
<NameOnAccount>
|
TransactionDate |
<TransactionDate>
|
MerchantID | <MerchantID> |
ResponseStatus |
<ResponseStatus>
|
AuthCode | <AuthCode> |
CardLastFour | <CardLastFour> |
TerminalId | <TerminalId> |
TransactionId | <TransactionId> |
CardEntryContext |
<CardEntryContext>
|
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FIELDS YOU CAN USE IN EMAIL RECEIPTS FOR QUICK SALE PAYMENT
(Printer's Plan will automatically use the PrintReachPayQSReceipt template)
=======================================================
PAYMENT FIELDS:
Payment Date | <PayDate> |
Payment Amount | <PayAmount> |
Payment Reference |
<PayReference>
|
Processed By | <ProcessedBy> |
PRINTREACHPAY FIELDS:
PayAmount | <PayAmount> |
PRPSubtotal | <PRPSubtotal> |
PRPTaxAmount |
<PRPTaxAmount>
|
CCInfo | <CCInfo> |
PayDate | <PayDate> |
PayReference |
<PayReference>
|
ProcessedBy | <ProcessedBy> |
EntryMethod | <EntryMethod> |
CardType | <CardType> |
NameOnAccount |
<NameOnAccount>
|
TransactionDate |
<TransactionDate>
|
MerchantID | <MerchantID> |
ResponseStatus |
<ResponseStatus>
|
AuthCode | <AuthCode> |
CardLastFour | <CardLastFour> |
TerminalId | <TerminalId> |
TransactionId | <TransactionId> |
CardEntryContext |
<CardEntryContext>
|
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FIELDS YOU CAN USE IN EMAIL RECEIPTS FOR AR PAYMENT
(Printer's Plan will automatically use the ARPrintReachPayReceipt template)
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All the fields in the AR/PAYMENTS RECEIVED EMAILS section.
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COMPANY NAME AND ADDRESS FIELDS
You can include your company name and address information as merge fields for the email templates. These merge fields use data from Customer #1 -- this is a special account designed to store your company address information.
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Company Name | <MerchantName> |
Company Address | <MerchantAddress> |
Company Address2 | <MerchantAddress2> |
Company City | <MerchantCity> |
Company State | <MerchantState> |
Company Zip | <MerchantZip> |
Company Phone | <MerchantPhone> |
Company Email | <MerchantEmail> |
Domain Name | <DomainName> |
Company Logo | <PRCLogo> |
- The Company Phone and Company Email fields use the data from the default buyer for customer #1.
- The Domain Name is stored in the Settings/Payment Processing Settings window.
Embedding a company logo has the following requirements:
- Print Reach Central Merchant site with a valid logo file.
- The email template is in the HTML format.
- Valid Domain Name in the Printer's Plan Settings/Payment Processing Settings window.
When these conditions are true, inserting text similar to the following code snippet on your email template will embed your company logo on the HTML email message:
<img id="prclogo" title="logo" src="<PRCLogo>" alt="<MerchantName>" style="max
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FIELDS YOU CAN USE IN THE EMAIL HEADER
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FORMULA FIELDS
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On email templates you can create a formula field to perform calculations on an email message.
To create a formula, on the email template use the following syntax:
[Formula]<Field1> operator <Field2>[/Formula]
Here is a description of this syntax:
[Formula] - This text block signals the start of the formula.
<Field1> - This is the first field of the formula. This field can be a number or a Printer’s Plan merge field. When using a Printer’s Plan merge field, the merge field has to be a numerical value.
Operator - supported operators are + - * /
<Field2> - Same requirements as Field1.
[/Formula] - This text block signals the end of the formula.
Example: On an email message you would like to display %50 percent of the job balance.
To achieve this result on the email template you would add the following formula:
[Formula]<Balance>*.50[/Formula]
You can use multiple formula blocks on an email template, however, a formula block can only have a single equation.
Additionally, formula blocks cannot be stacked, meaning you can’t have a formula within another formula.