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Consolidating your quantities in your documents

Consolidating quantities in your documents.

Updated this week

What it does

Adding item consolidation can shorten the document by reducing the number of lines used by the same item.

Here is what a regular document looks like:


Here is what the consolidated version looks like:


Implimentation


The below example is for an invoice:

To implement this into your document, you will need to go to System Setup > Document Layouts > Copy > Go to the body section, and on line 18 there is an each statement:
{{#each invoice.invoiceItems as |item|}}

To:

{{#each (group-and-sum invoice.invoiceItems groupBy="chargingStartDate,chargingEndDate,suspensions,minimumHirePeriodAppliedFlag,continuingFlag,stockType,itemName,rateDefinitionRef,stockType,price,discount"

sum="quantity,totalCharge"

groupByDateOnly="chargingStartDate,chargingEndDate") as |item|}}

You also might want to remove the stock level number on this document, and you can find this on line 73:
{{#if item.stockLevelItemNumber}}

({{item.stockLevelItemNumber}})

{{else}}

({{item.itemCode}})

{{/if}}

For an order, you would put this on line 19:

{{#each (group-and-sum order.rentalOrderItems

groupBy="chargingStartDate,chargingEndDate,suspensions,minimumHirePeriodAppliedFlag,continuingFlag,stockType,itemName,rateDefinitionRef,stockType,price,discount"

sum="quantity,totalCharge"

groupByDateOnly="chargingStartDate,chargingEndDate") as |item|}}

If you need any support regarding this, please use the chat bubble. Please note that Document Requests are chargeable.


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