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Products Carried Templates and Tag Glossary

One type of Collateral you can add to TurnLink is for exporting Products Carried audit data into a variety of custom formats. You can create an Excel file that serves as a template and contains pre-defined TurnLink tags that are exchanged with real Products Carried data when you export into this type of collateral.

Example usage would be to create a Missing Tag report, a partial view of a Company’s Products Carried (e.g. by brand), or a Void Report. You can output UPC bar codes if your UPC information is accurate in your Setup > Products > Products & Folders that can be scanned by retail POS handheld devices.

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.
  1. Create an Excel template for your desired export format and save as a Microsoft Excel 97-2003 Workbook (.xls) file.
  2. Add the file as Collateral of type ‘Products Carried Template’ to TurnLink via Setup > Collateral, where you will name the collateral.
  3. You can export to your Collateral via Reports > Products > Audits and in a Company Overview > Events > Products Carried > Exports. 

Template Sample

Worksheet Name and Description

AuditRows for Pivot Table

Template,oneSheet : All audits on one sheet, but one row per each item.


Products Carried Template Tag Glossary

To create a working Products Carried Template you will need to create a Microsoft Excel 97-2003 Workbook (.xls) with a worksheet to be used as your template. TurnLink will look for a tab with one of the following names: ‘Template’ ‘Template,oneRow’ ‘Template,oneSheet’ ‘Template,oneRow,oneSheet

Company Address Tags

Company Billing Name

{company value="name"}

Company Billing Public ID

{company value="publicID"}

Company Billing Abbreviation

{company value="abbreviation"}

Company Billing Address 1

{company value="address1"}

Company Billing Address 2

{company value="address2"}

Company Billing City

{company value="city"}

Company Billing State

{company value="state"}

Company Billing Zip

{company value="zip"}

Company Billing Country

{company value="country"}

Company Billing Phone1

{company value="phone1"}

Company Billing Phone2

{company value="phone2"}

Company Billing Fax

{company value="fax"}

Company Billing Email

{company value="email"}

Company Default Ship First Name

{company value="defaultShipFirst"}

Company Default Ship Last Name

{company value="defaultShipLast"}

Company Primary Distributor

*Output (optional)

{company value="distributorPrimary" output="abbreviation"}

Company Regionals

*Region to Filter By

*Output (optional)

{company value="regional" regionFilter="[region name]" output="Yes,No"}

Company TurnTag

*TurnTag to Filter By

*Output

{company value="TurnTag" turntagFilter="[TurnTag name]"}

General Products Carried Details

Products Carried Date

{productsCarried value="date"}

Products Carried Count in Current Batch

{productsCarried value="countInBatch"}

Products Carried Total in Current Batch

{productsCarried value="totalInBatch"}

Products Carried Entered By Initials

{productsCarried value="enteredByInitials"}

Products Carried Entered By ID

{productsCarried value="enteredByPublicID"}

Products Carried Entered By First Name

{productsCarried value="enteredByFirst"}

Products Carried Entered By Last Name

{productsCarried value="enteredByLast"}

Products Carried Entered By Email

{productsCarried value="enteredByEmail"}

Products Carried Entered By Title

{productsCarried value="enteredByTitle"}

Product Carried Comment

{productsCarried value="comment"}

Products Carried Line Item Details

Products Carried Line Product Name

{productsCarriedLine value="name"}

Products Carried Line Product ID

{productsCarriedLine value="publicID"}

Products Carried Line Folder Name

*Folder Level

*Output Type

{productsCarriedLine value="folderName"}

level="last/1/2/3/4/5" level="all" (default)

type="header" type="text" (default)

Products Carried Line UPC

*Output Type

{productsCarriedLine value="upc"}

type="image" or type="text" (default)

Products Carried Line Comment

{productsCarriedLine value="comment"}

Products Carried Line Size

{productsCarriedLine value="size"}

Products Carried Line Size UOM

{productsCarriedLine value="sizeUOM"}

Products Carried Line Number of Units

{productsCarriedLine value="numUnits"}

Products Carried Line Retail Price

{productsCarriedLine value="retailPrice"}

Products Carried Line Brand

{productsCarriedLine value="brandName"}

Products Carried Line Distributor Code

*Abbreviation of Distributor

*Type (either abbreviation or type required)

{productsCarriedLine value="distributorCode"}

abbreviation ="xxxx"

type="primary"

Products Carried Line Distributor Product Rank

*Abbreviation of Distributor

{productsCarriedLine value="rank"}

abbreviation ="xxxx"

Products Carried Line Promotion Information

{productsCarriedLine value="promoComment"}

Products Carried Line Number of Facings

{productsCarriedLine value="numFacings"}

Products Carried Line Out of Stock

*Output Characters

{productsCarriedLine value="outOfStock"}

(e.g. output="Yes,No")

Products Carried Line Missing Tag

*Output Characters

{productsCarriedLine value="missingTag"}

(e.g. output="Yes,No")

Products Carried Line Cut-In

*Output Characters

{productsCarriedLine value="cutIn"}

(e.g. output="Yes,No")

Products Carried Line Audited in this Audit

*Output Characters

{productsCarriedLine value="audited"}

(e.g. output="Yes,No")

Products Carried Line Modified in this Audit

*Output Characters

{productsCarriedLine value="modified"}

(e.g. output="Yes,No")

Products Carried Line Removed in this Audit

*Output Characters

{productsCarriedLine value="removed"}

(e.g. output="Yes,No")

Products Carried Line Added in this Audit

*Output Characters

{productsCarriedLine value="added"}

(e.g. output="Yes,No")

Products Carried Line Authorized by Regional 

*Output Characters

{productsCarriedLine value="authorized"}

(e.g. output="Yes,No")

Products Carried Line Authorized and Carried 

*Output Characters

{productsCarriedLine value="authorizedCarried"}

(e.g. output="Yes,No")

Products Carried Line Authorized but Void 

*Output Characters

{productsCarriedLine value="authorizedVoid"}

(e.g. output="Yes,No")

Products Carried Line Regional

*Regional Abbreviation

*Output Characters

{productsCarriedLine value="regional"}

(e.g. regionalAbbreviation="WFM:NorCal")

(e.g. output="Yes,No")

Products Carried Line Status

{productsCarriedLine value="status"}


* Optional attributes that can be added to the tag
e.g. {productsCarriedLine value="missingTag" filter="true"} will only output lines for products that have the Missing Tag attribute checked in the current Products Carried Event.
e.g. {productsCarried value="brandFilter" filter="Natural X"} will only output lines for products that have
the Brand attribute equal to ‘Natural X’. This tag and appears in one place and gets replaced by the brand (or can be hidden)

**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

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