Sales Template
The Sales Template provides a detailed structure for managing sales documents, line items, and associated financial and organizational data. Below is an explanation of each section and its fields.
Header and Document Details
This section includes the primary details of the sales document, such as its creation, payment method, and overall context.
| Field | Description |
|---|---|
| sales.documentNo | A unique number assigned to the sales document. |
| sales.documentDate | The date the sales document was created. |
| sales.amountTotal | The total amount due, including all items, taxes, and discounts. |
| sales.currency.code | The currency code used for the amounts (e.g., USD, EUR). |
| sales.currencyRate | The exchange rate applied if a multicurrency transaction is involved. |
| sales.dueDate | The date by which payment is expected. |
| sales.paymentMethod.name | The name of the payment method selected (e.g., Credit Card, Bank Transfer). |
| sales.paymentMethod.parent.name | The parent category or group of the selected payment method, if applicable. |
| sales.paymentMethod.description | Additional details about the payment method, if available. |
| sales.createdBy.names | The full name of the person who created the sales document. |
| sales.created | The exact date and time when the document was created. |
| sales.comment | Optional comments or additional information related to the sales document. |
My Company Data
This section contains vendor-specific information, typically representing your organization or business.
| Field | Description |
|---|---|
| vendorFinancialInformation.name | The full name of the vendor (company or individual). |
| vendorFinancialInformation.city | The first line of the vendor’s address, typically the city. |
| vendorFinancialInformation.address1 | The detailed address of the vendor. |
| vendorFinancialInformation.uic | The vendor’s unique identification code (e.g., registration or national ID). |
| vendorFinancialInformation.vat | The vendor’s VAT identification number, if applicable. |
| vendorFinancialInformation.responsiblePerson | The individual responsible for the vendor’s financial matters. |
Line Items
This section lists the individual items included in the sales document, along with their details and calculated values.
| Field | Description |
|---|---|
| line.item.code | A unique code assigned to each item in the sales document. |
| line.item.nameDocument | The official name of the item as recorded in the document. |
| line.itemDescription | A description of the item. If none is provided, the item's name is used. |
| line.batch.name | The batch number or name of the item, if applicable. |
| line.quantity | The quantity of units for the specified item. |
| line.measure.name | The measurement unit for the quantity (e.g., kg, pcs), if applicable. |
| line.unitPriceOriginal | The original unit price of the item before taxes or discounts are applied. |
| line.amountDiscountOriginal | The discount amount applied to the item, if any. |
| line.amountTaxOriginal | The tax amount applied to the item, if any. |
| line.amountTotalOriginal | The total amount for the item, including discounts and taxes. |
Document Summary
This section summarizes the overall financial information for the sales document, including discounts, taxes, and total amounts.
| Field | Description |
|---|---|
sales.amount | The total base amount for the document before applying any taxes or discounts. |
sales.Discount | The total discount applied to the document. |
sales.amountTax | The total VAT or tax amount applied to the document. |
sales.amountTotal | The final total amount payable, inclusive of taxes, discounts, and line items. |
sales.taxRate | The VAT rate applied to the document, expressed as a percentage. |