Order Templates and Tag Glossary
You can use most of Excel’s formatting options to highlight rows, draw borders, add logos, and customize the look and feel of your document while crafting your template. Once complete, add the file as Collateral access type ‘Order Template’ to TurnLink via Setup > Collateral.
When ready to export an order you will see your Collateral listed on your order form as a Process As/Export option. You can also export orders to your Collateral via Reporting > Orders.
The following links will guide you to our sample, generic templates that you can open, edit and save to begin creating your own template:
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Template Sample |
Worksheet Name and Description |
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Template,oneSheet : All orders on one sheet, but one row per each line item. |
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Template : One worksheet for each order, one row per line item |
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Template,oneRow,oneSheet : All orders in one worksheet, only one row for each order |
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Template : One worksheet for each order, to send orders for a 3rd party to fulfill |
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Template,oneSheet : All orders on one sheet, but one row per each order. |
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Template,oneSheet : All orders on one sheet, but one row per each order. |
To create a working Order Template you will need to create an Excel Workbook with a worksheet to be used as your template. TurnLink will look for a tab with one of the following names to use to generate your batch of orders: ‘Template’ ‘Template,oneRow’ 'Template,oneSheet’ ‘Template,oneRow,oneSheet’
Order Template Tag Glossary:
Company Billing and Shipping Tags
|
Company Billing Name |
{company value="name"} |
|
Company Billing Abbreviation |
{company
value="abbreviation"} |
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Company Billing Address 1 |
{company value="address1"} |
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Company Billing Address 2 |
{company value="address2"} |
|
Company Billing City |
{company value="city"} |
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Company Billing State |
{company value="state"} |
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Company Billing Zip |
{company value="zip"} |
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Company Billing Country |
{company value="country"} |
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Company Billing Phone |
{company value="phone"} |
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Company Billing Fax |
{company value="fax"} |
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Company Billing Email |
{company value="email"} |
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Company URL |
{company value="url"} |
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Company Primary Tag *Type *Filter |
{company value="TurnTag"} type="primary" or type="all" (default) filter="Banner:" |
|
Company Regionals *Region to Filter By *Output (optional) |
{company value="regional" regionFilter="[region name]" output="Yes,No"} |
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Company Sales Representatives *Type * Output |
{company value="Sales Representatives"} type="primary" or type="all" or type="inside" or type="outside" output="First Last [Initials]" delimiter=", " |
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Company FIrst Order Date |
{company value="firstOrderDate"} |
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Order Shipping Company Name |
{shipTo value="name"} |
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Order Shipping First Name |
{shipTo value="firstname"} |
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Order Shipping Last Name |
{shipTo value="lastname"} |
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Order Shipping Address 1 |
{shipTo value="address1"} |
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Order Shipping Address 2 |
{shipTo value="address2"} |
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Order Shipping City |
{shipTo value="city"} |
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Order Shipping State |
{shipTo value="state"} |
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Order Shipping Zip |
{shipTo value="zip"} |
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Order Shipping Country |
{shipTo value="country"} |
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Order Shipping Phone |
{shipTo value="phone"} |
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Order Shipping Email |
{shipTo value="email"} |
General Order Details and Information
|
Order Date |
{order value="date"} |
|
Order Time |
{order value="time"} |
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Order Weight |
{order value="weight"} |
|
Order Export Number (TL Generated) |
{order value="exportNumber"} |
|
Order Export History *processType *Type *Filter |
{order value="processHistory"} processType="exports" (default) or "imports" or "all" or "payments" type="numeric" or type="alpha" or type="all" filter="QuickBooks Web Connector" |
|
Order Distributor Name |
{order value="distributor"} |
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Order Distributor Abbreviation |
{order value="distributorAbbreviation"} |
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Order Distributor Account Number |
{order value="distributorAccount"} |
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Order Report Batch Start Date |
{order value="reportStartDate"} |
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Order Report Batch End Date |
{order value="reportEndDate"} |
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Order Count in Current Batch |
{order value="countInBatch"} |
|
Order Total in Current Batch |
{order value="totalInBatch"} |
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Order Entered By Initials |
{order value="enteredByInitials"} |
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Order Entered By First Name |
{order value="enteredByFirst"} |
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Order Entered By Last Name |
{order value="enteredByLast"} |
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Order Entered By Email |
{order value="enteredByEmail"} |
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Order Rep Initials |
{order value="repInitials"} |
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Order Rep First Name |
{order value="repFirstName"} |
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Order Rep Last Name |
{order value="repLastName"} |
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Order Rep Email |
{order value="repEmail"} |
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Order PO Number |
{order value="poNumber"} |
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Order Ship Method |
{order value="shipMethod"} |
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Order Ship Date |
{order value="shipDate"} |
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Order Ship Cost |
{order value="shipCost"} |
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Order Terms |
{order value="terms"} |
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Order Subtotal |
{order value="subTotal"} |
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Order Subtotal Discount |
{order value="subTotalDiscount"} |
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Order Total Cost |
{order value="totalCost"} |
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Order Comment |
{order value="comment"} |
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Order Brand Filter |
{order value="brandFilter" filter="xxx"} (replace xxx with brand) |
Order Line Item Details
|
Order Line Product Name *includeInactive |
{orderLine value="productName"} includeInactive="false" (default is true) |
|
Order Line Product Description |
{orderLine value="productDescription"} |
|
Order Line Product Brand Name |
{orderLine value="brandName"} |
|
Order Line Product Weight |
{orderLine value="productWeight"} |
|
Order Line Product Weight Unit of Measure |
{orderLine value="productWeightUOM"} |
|
Order Line Distributor Code *Delimiter *Position |
{orderLine value="distributorCode"} delimiter="x" (replace x with your delimiter) position="last/1/2/3/4/5/etc" |
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Order Line Distributor UPC |
{orderLine value="distributorUPC"} |
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Order Line Distributor Pack Quantity |
{orderLine value="distributorPackQuantity"} |
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Order Line Distributor Pack Unit Name |
{orderLine value="distributorPackQuantityType"} |
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Order Line Distributor Pack Weight |
{orderLine value="distributorPackWeight"} |
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Order Line Distributor Pack Weight Unit of Measure |
{orderLine value="distributorPackWeightUOM"} |
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Order Line Quantity *Filter by
Distributor Code *Filter by
Distributor Abbreviation |
{orderLine value="quantity"} distributorCode="xxxxxx" distributorAbbreviation="XXX" |
|
Order Line Unit
Name |
{orderLine
value="unit"} |
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Order Line Ship Date |
{orderLine
value="shipDate"} |
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Order Line UPC |
{orderLine
value="upc"} |
|
Order Line Rate |
{orderLine
value="rate"} |
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Order Line Item Discount *Type *Filter by Item Name |
{orderLine value="itemDiscount"} type="rate"
or "amount" or "itemName" itemName="xxxxx" |
|
Order Line Total
Price |
{orderLine
value="totalPrice"} |
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Order Line Folder Name *Folder Level *Type |
{orderLine value="folderName"} level="last/1/2/3/4/5" level="all" (default) type="header" type="text" (default) |
|
Order Line
Comment |
{orderLine value="comment"} |
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Order Line Product First Order Date |
{orderLine value="firstOrderDate"} |
* Optional attributes that can be added to the tag e.g. {orderLine value="itemDiscount" itemName="MCB"}
**Optionally use ‘norepeat’ at the end of any tag if that attribute should not repeat on multiple rows. e.g. {company value="name" norepeat}Click here for General Collateral Information