Widgets are like Mail Merge fields in Microsoft Word. They allow you to pull in data from the record you are working on into a document or QuickNote, for example, invoice number, customer name, billing and delivery address. You can even include custom fields from sales, purchases, customer or supplier records; those custom fields from product records can be included into the product table widget by customizing the columns. You can also merge your company logo into documents by adding the logo widget; if you are using different channel brands you can have multiple company logos which will be pulled in automatically at the right time.
To add a widget to a template simply place your cursor where you want the field to be placed and then select it from the list. If you are adding widgets to a QuickNote you'll need to type the widget name into the note.
General details widgets
Any of these widgets used on a template or QuickNote will pull in your own company details from your channel brands found in Settings > Company > Company information. The channel brand applied relies on the channel used on the record. Where no channel is relevant on the record (e.g. general email sent from customer record), the default channel brand is used.
| Widget Name | Widget (entered onto template) |
Description (where required) |
|---|---|---|
| My company name | _myCompanyName_ | Displays your company name as specified on the channel brand. The channel brand applied relies on the channel assigned to the record. Where no channel is applicable the default channel branding is used. |
| My company logo | %logo% | Displays your company logo as uploaded on the channel brand. |
| My company address | _myCompanyAddress_ | Displays your full company address as stated on the channel brand. |
| My company email | _myCompanyEmail_ | This widget uses the email address specified on the channel brand. |
| My company accounts email | _myCompanyAccountsEmail | This widget uses the accounts email address specified on the channel brand. |
| My company telephone | _myCompanyTel_ | This information is pulled from the telephone field on the channel brand. |
| My company VAT number | _myCompanyVAT_ | Your company VAT or Tax number, as specified in the Financials tab of your channel brand. |
| My company bank account | _myCompanyBank_ | Your company bank account number as specified in the Financials tab of your channel brand. |
| My company sort code | _myCompanySort_ | Your bank sort code as specified in the Financials tab of your channel brand. |
| My company SWIFT | _myCompanySWIFT_ | Your company SWIFT code as specificed in the Financials tab of your channel brand. |
| My company number | _myCompanyNum_ | Your company registered number. |
| Sender's name | _staffName_ | The member of staff who sent the email / added the note. |
| Todays' date | _date_ | The date used will be when you're emailing or printing the document. |
Contact details widgets
Any of these widgets used on a template or QuickNote will pull in details directly from the contact record applicable where the note or email is being created.
| Widget Name | Widget (entered onto template) |
Description (where required) |
|---|---|---|
| Contact salutation | _contactSalutation_ | Mr / Miss / Mrs etc. as per their contact record. |
| Contact name | _contactName_ | The contact's first and last name as on their contact record. Also see Orders --Customers--. |
| Contact first name | _contactFirstName_ | The contact's first name as on their contact record. |
| Contact last name | _contactLastName_ | The contact's last name as on their contact record. |
| Contact company | _contactCompany_ | The contact's company name as on their contact record. |
| Contact telephone | _contactPhone_ | The contact's telephone number as on their contact record. |
| Contact telephone 2 | _contactTel2_ | The contact's alternative telephone number as per the Telephone 2 field on their contact record. |
| Contact fax | _contactFax_ | The contact's fax number as on their contact record. |
| Contact email | _contactEmail_ | The contact's email address as on their contact record. |
| Contact address | _contactAddress_ | The contact's default address taken from the contact record. Also see Orders --Customer--. |
| Contact VAT | _contactVAT_ | The VAT/Tax number recorded on the contact record. |
| Contact Code | _contactCode_ | The account code assigned to the contact. |
| Contact Ebay alias | _contactEbayAlias_ | The contact's eBay username / alias as specified in the Info tab of their contact record. |
| Contact credit days | _contactCreditDays_ | This shows the number of credit days a contact has, as stated in the Financial tab of their contact record. |
| Contact credit terms | _contactCreditTerms_ | This shows the credit terms a contact has, as stated in their contact record. |
| Contact credit limit | _contactCreditLimit_ | This shows the credit limit a contact has, as stated in the Financial tab of their contact record. |
Invoice reminders widgets
These widgets are relevant only when used for emails or notes created against a specific invoice record.
| Widget Name | Widget (entered onto template) |
Description (where required) |
|---|---|---|
| Invoice total | _invoiceTotal_ | This is pulled from the Total field on the Invoice. |
Statements widgets
Use these widgets to create a statement template.
| Widget Name | Widget (entered onto template) |
Description (where required) |
|---|---|---|
| Statement table | _statementDetail_ | When used in a template this widget will display all account activity for the customer account between two dates. |
| Outstanding statement table | _outstandingStatementDetail_ | When used in a template this widget will display all outstanding items for the customer account up to a particular date. |
Orders widgets
Any of these widgets used on a template or QuickNote will pull in details directly from the associated order. When using these widgets the email or QuickNote must relate to a specific and individual order (i.e. created directly on the order), otherwise they will not pull in any data.
| Widget Name | Widget (entered onto template) |
Description (where required) |
|---|---|---|
| Order ref | _orderRef_ | This is the Brightpearl order ID. |
| Parent order ref | _parentOrderId_ | Where the order has been cloned or created as a back order it will have a parent order. |
| Customer ref | _orderCustomerRef_ | If a customer reference has been recorded on the order it will be displayed. |
| Order status | _orderStatusText_ | This specifies which status has been used for the order. |
| Order date created | _orderDate_ | This is the date that the order was created in Brightpearl, which includes both date and time created. |
| Order comments | _orderComments_ | This will list any notes that have been emailed to the customer via the Notes and payment history tab on the order. |
| Table of products | _productTable_ | Includes a full table of the products on the order. The columns displayed is customisable. |
| Channel name | _channelName_ | This is pulled from the Channel field on the order. |
| Project name | _projectName_ | This will specify the Project that this order has been assigned to (if any). |
| Assigned to | _assignedTo_ | The name of the staff member assigned to the order. |
| Ship method name | _shipMethodName_ | The name set against the shipping method on the order. |
| Ship method code | _shipMethodCode_ | The code set against the shipping method in the setup area. |
| Link to order in web account area | _webLink_ | Provides a link to view the order/invoice on the web portal. |
| Total weight | _totalWeight_ | Calculates the total weight of the items on the order. This relies on weights being recorded against individual product records. |
| Total items | _totalItems_ | Specifies the total number of stock-tracked items on the order. |
-- Invoicing -- widgets
Once an order has been invoiced the following widgets can be used to display invoice information taken directly from the invoice record.
| Widget Name | Widget (entered onto template) |
Description (where required) |
|---|---|---|
| Invoice ref | _invoiceRef_ | The invoice reference number created by Brightpearl. |
| Invoice date | _invoiceDate_ | The invoice/tax date on the invoice record. |
| Invoice due date | _invoiceDue_ | The date the payment is due for the invoice as set on the order itself. |
| Settlement discount rate | _settDiscRate_ | The settlement discount rate specified on the order. |
| Settlement discount days | _settDiscDays_ | The settlement discount days specified on the order. |
-- Customer -- widgets
The following widgets will pull data about the main contact details from the contact record or the sales order / invoice. This information is applied to the order from the contact record but may have been changed within the order which will take precedence.
| Widget Name | Widget (entered onto template) |
Description (where required) |
|---|---|---|
| Customer name | _customerName_ | Main customer name as on the order. |
| Customer telephone | _customerTel_ | The main customer telephone number as on the order. |
| Customer fax | _customerFax_ | The main fax number for the customer from the contact record. |
| Customer mobile | _customerMobile_ | The mobile number for the customer as on the order. |
| Customer email address | _customerEmail_ | The main email as on the order. |
| Customer address | _customerAddress_ | This will display the full customer address taken from the contact record. |
| Customer Bank Name | _customerBankName_ | The bank name recorded on the contact record. |
| Customer Bank Account Number | _customerBankAccount_ | The bank account number recorded on the contact record. |
| Customer Sort Code | _customerSort_ | The bank sort code recorded on the contact record. |
| Customer SWIFT | _customerSWIFT_ | Obsolete |
| Customer IBAN | _customerIBAN_ | Obsolete |
-- Billing -- widgets
These widgets will display the contact billing details taken from the order.
| Widget Name | Widget (entered onto template) |
Description (where required) |
|---|---|---|
| Billing name | _billingName_ | The name of the billing contact as on the primary contact record. |
| Billing telephone | _billingTel_ | The telephone number for the billing contact as on the primary contact record. |
| Billing mobile | _billingMobile_ | The mobile number for the billing contact as on the primary contact record. |
| Billing fax | _billingFax_ | The fax number for the billing contact as on the primary contact record. |
| Billing email address | _billingEmail_ | The email address for the billing contact as on the primary contact record. |
| Billing address | _billingAddress_ | This will display the full billing address. If you wish to specify certain address fields, then please use the widgets listed below. |
| Billing street | _billingAdd1_ | This will display the street address line for the billing imary contact only. |
| Billing suburb | _billingAdd2_ | This will display the suburb address line for the billing contact only. |
| Billing city | _billingCity_ | This will display the city address line for the billing contact only. |
| Billing state | _billingState_ | This will display the state address line for the billing contact only. |
| Billing postcode | _billingPostCode_ | This will display the postcode address line for the billing contact only. |
-- Delivery -- widgets
These widgets will display the contact billing details taken from the order.
| Widget Name | Widget (entered onto template) |
Description (where required) |
|---|---|---|
| Delivery method name | _shipMethodName_ | The name set against the shipping method on the order. |
| Delivery method code | _shipMethodCode_ | The code set against the shipping method in the setup area. |
| Delivery tracking reference | _shipTrackingRef_ | This code pulls tracking information into Goods Out Notes only; not orders. |
| Delivery name | _deliveryName_ | The contact name for the delivery address as specified in the Addresses tab on the contact or order. |
| Delivery telephone | _deliveryTel_ | This will display the delivery telephone number as shown in the Addresses tab on the contact or order. |
| Delivery fax | _deliveryFax_ | This will display the delivery fax number as shown on the contact record. |
| Delivery mobile | _deliveryMobile_ | This will display the delivery mobile number as shown in the Addresses tab on the contact or order. |
| Delivery email address | _deliveryEmail_ | This will display the delivery email address as shown in the Addresses tab on the contact or order. |
| Delivery address | _deliveryAddress_ | This will display the full Delivery address. If you wish to specify certain address fields, then please use the widgets listed below. |
| Delivery street | _deliveryAdd1_ | This will display the street delivery address line for the contact only. |
| Delivery suburb | _deliveryAdd2_ | This will display the suburb delivery address line for the contact only. |
| Delivery city | _deliveryCity_ | This will display the city delivery address line for the contact only. |
| Delivery state | _deliveryState_ | This will display the state delivery address line for the contact only. |
| Delivery postcode | _deliveryPostCode_ | This will display the postcode delivery address line for the contact only. |
| Delivery date | _deliveryDate_ | This will display the delivery date as shown on the order. |
Transfer widgets
These widgets can be used to display details of a warehouse transfer.
| Widget Name | Widget (entered onto template) |
Description (where required) |
|---|---|---|
| Transfer reference | _transferRef_ | Include the transfer reference from a warehouse transfer. |
Custom field widgets
Custom fields from sales, purchases, customer and supplier records can be added to templates using widgets. Custom fields always begin "_PCF_" followed by the code set on the custom field.
Product record custom fields can only be added into the _productTable_ widget by customising the columns (see the detailed article on working with the product table on templates).
| Widget Name | Widget (entered onto template) |
Description (where required) |
|---|---|---|
| Custom field name | _PCF_CUSTOMFIELDCODE_ | Inserts the custom field detail. |