How To Create Custom Documents

How To Create Custom Documents

Go to Administration > Document Templates and click Create Template in the bottom right.

Enter a Type such as Invoice or Credit Note and a Name for the document.

If you click Choose Template , you can upload your own .docx file. This file must use BrewMan Tags to automatically pull the right information onto your document.

Tags

This page contains all the available Tags which will pull information from your BrewMan System into your Invoices and Despatch Notes. Simply copy the Tag ( Including the double square brackets))  from the “ Tags ” column in the list below, insert it into your document template and upload it to the Document Manager.

For example to add your Company Name to a new document template, you would need to insert [[CompanyName]]

You can download example templates with Tags filled in here:

Invoice:

DarkBlue- Invoice.docx 234.06 KB

Export Invoice:

DarkBlue-Export_Invoice.docx 20.47 KB

Despatch Note:

DarkBlue- Despatch Note.docx 234.1 KB

Credit Note:

_DarkBlue-Credit.docx 233.32 KB

Purchase Order :

Dark Blue-PremierPurchaseOrderTemplate.docx 9.13 KB

Returnable label:

PremierReturnableCaskLabel.docx 14.93 KB

Non-Returnable Label:

PremierNonReturnableCaskLabel.docx 15.22 KB

Non-Returnable Case Label:

PremierNonReturnableCaseLabel.docx 15.43 KB

These Templates would then generate the three documents in this file:

DarkBlue Preview.pdf 116.63 KB

Full list of available Tags:

Company Information Tags
This is information about your business that can be found on your Company Record in the Administration Menu.
These tags can be used to populate import/export invoices, credit notes despatch notes, purchase orders, and container labels.
Field: Tag
Company Name: [[CompanyName]]
Company Invoice Name: [[CompanyInvoiceName]]
Company Address: [[CompanyAddress]]
Company Postcode: [[CompanyPostcode]]
Company Email Address: [[CompanyEmailAddress]]
Company Telephone Number: [[CompanyTelephoneNumber]]
Company Logo: [[CompanyLogo]:fitSize(5,5)]
Company Vat Registration Number: [[CompanyVatRegistrationNumber]]
Company Registration Number: [[CompanyRegistrationNumber]]
Company Website: [[CompanyWebsite]]
Company AWRS Number: [[CompanyAwrsNumber]]
Company (Exporter) Eori Number: [[CompanyExportedEoriNumber]]
Company (Exporter) Eori (NI): [[CompanyExportedEoriNiNumber]]
Company Bank Name: [[CompanyBankName]]
Company Account Number: [[CompanyAccountNumber]]
Company Sort Code: [[CompanySortCode]]
Company IBAN Code: [[CompanyIban]]
Company BIC Code: [[CompanyBic]]

Outlet Information Tags
This is information about the customer that the Invoice is addressed to.

These tags can be used to populate import/export invoices, credit notes despatch notes, purchase orders, and container labels.
Outlet Invoice Business Name: [[OutletInvoiceBusinessName]]
Outlet Code: [[OutletCode]]
Outlet Invoice Address: [[OutletInvoiceAddress]]
Outlet Email Address: [[OutletEmailAddress]]
Outlet Credit Review Date: [[OutletCreditReviewDate]]
Outlet Invoice Recipient: [[OutletInvoiceRecipient]]
Outlet Group: [[OutletGroup]]
Outlet Sales Code: [[OutletSalesCode]]
Outlet Sales Area: [[OutletSalesArea]]
Outlet Delivery Recipient: [[OutletDeliveryRecipient]]
Outlet Incoterm Code: [[OutletIncotermCode]]
Outlet Incoterm Place: [[OutletIncotermPlace]]
Outlet Eori Number: [[OutletEoriNumber]]
Outlet Vat Reg Number: [[OutletVatRegNumber]]
Outlet Registration Number: [[OutletRegistrationNumber]]
Outlet IBAN Code: [[OutletIban]]
Outlet BIC Code: [[OutletBic]]

Order Information Tags
This is information about the Order that you are invoicing and its Products.
These tags can be used to populate import/export invoices and despatch notes.
Order Invoice Date | [[OrderInvoiceDate]]
Order Despatch Date | [[OrderDespatchDate]]
Order Invoice Number | [[OrderInvoiceNumber]]
Order Total Net Price | [[OrderTotalNetPrice]]
Order Total Vat | [[OrderTotalVat]]
Order Total Price | [[OrderTotalPrice]]
Order Payment Terms | [[OrderPaymentTerms]]
Order Number | [[OrderNumber]]
Order Delivery Address Business | [[OrderDeliveryAddressBusiness]]
Order Delivery Address | [[OrderDeliveryAddress]]
Order Invoice Address Business | [[OrderInvoiceAddressBusiness]]
Order Invoice Address | [[OrderInvoiceAddress]]
Order Invoice Email Address | [[OrderInvoiceEmailAddress]]
Order Customer Reference | [[OrderCustomerReference]]
Order Invoice Notes | [[OrderInvoiceNotes]]
Order External Despatch Notes | [[OrderExternalDespatchNotes]]
Order Total Weight | [[OrderTotalWeight]]
Order Total Export Weight | [[OrderTotalExportWeight]]
Order Total Volume | [[OrderTotalVolume]]
Order Line Total Litres: [[Invoice.Line.TotalLitres]]
Order Line Total Weight: [[InvoiceLines.LineWeight]]
Signature Name | [[SignatureName]]
Signature Date | [[SignatureDate]]
Signature from Distribution app | [[SignatureSvg]]
Order External Reference: [[OrderExternalReference]]
Order Courier Name: [[OrderCourierName]]
Order Tracking Number: [[OrderTrackingNumber]]

Credit Details
These fields can only be used on Credit Notes.
Credit Address: [[CreditAddress]]
Credit Date: [[CreditDate]]
Credit Number: [[CreditNumber]]
Credit Total Net Price: [[CreditTotalNetPrice]]
Credit Total Vat Price: [[CreditTotalVatPrice]]
Credit Total Price: [[CreditTotalPrice]]
Outlet Name: [[OutletName]]
Credit Order Number: [[CreditOrderNumber]]
Credit Invoice Number: [[CreditOrderInvoiceNumber]]
Credit Notes: [[CreditNotes]]

Purchase Order Details
These fields can only be used on Purchase.
Supplier/Manufacturer Name: [[SupplierManufacturerName]]
Supplier/Manufacturer Address: [[SupplierManufacturerAddress]]
Supplier/Manufacturer Email Address: [[SupplierManufacturerEmailAddress]
Purchase Order Date: [[PurchaseOrderDate]]
Purchase Order Number: [[PurchaseOrderNumber]]
Purchase Order Total Net Price: [[PurchaseOrderTotalNetPrice]]
Purchase Order Total Vat Price: [[PurchaseOrderTotalVatPrice]]
Purchase Order Total Price: [[PurchaseOrderTotalPrice]]
Purchase Order Stock Location: [[PurchaseOrderStockLocation]]
Purchase Order Stock Location Address: [[PurchaseOrderStockAddress]]
Purchase Order Notes: [[PurchaseOrderNotes]]
Purchase Pack Size: [[PurchaseLines.ProductPurchasePackSize]]

Product Details For Invoices
These fields can only be used on Invoices.
Product Name: [[InvoiceLines.ProductName]]
Product Code: [[InvoiceLines.ProductCode]]
Product Abv: [[InvoiceLines.ProductAbv]]
Product Dutiable Litres: [[InvoiceLines.ProductDutiableLitres]]
Product Label Tasting Notes: [[InvoiceLines.ProductLabelTastingNotes]]
Product Label Ingredients And Allergens: [[InvoiceLines.ProductLabelIngredientsAndAllergens]]
Product Ean Barcode Number: [[InvoiceLines.ProductEanBarcodeNumber]]
Product Package Type: [[InvoiceLines.ProductPackageType]]
Product Package Volume: [[InvoiceLines.ProductPackageVolume]]
Product Alcohol Type: [[InvoiceLines.ProductAlcoholType]]
Product Plato Value: [[InvoiceLines.ProductPlatoValue]]
Product Weight: [[InvoiceLines.ProductWeight]]
Product Export Weight: [[InvoiceLines.ProductExportWeight]]
Product Supplier Part Number: [[InvoiceLines.ProductSupplierPartNumber]]
Product Country Of Origin: [[InvoiceLines.ProductCountryOfOrigin]]
Product Commodity Code: [[InvoiceLines.ProductCommodityCode]]
Product Unit of Measure: [[ProductUnitOfMeasure]]
Product Tax Percentage: [[TaxPercentage]]
Quantity: [[InvoiceLines.Quantity]]
Unit List Net Price: [[InvoiceLines.UnitListNetPrice]]
Unit Net Price: [[InvoiceLines.UnitNetPrice]]
Unit Discount: [[InvoiceLines.UnitDiscount]]
Line Net Price: [[InvoiceLines.LineNetPrice]]
Line Vat: [[InvoiceLines.LineVat]]
Unit Discount Basis: [[InvoiceLines.UnitDiscountBasis]]
Total Items: [[OrderTotalItems]]
Total Discount: [[InvoiceLines.TotalDiscount]]
Invoice Recipient: [[OrderInvoiceRecipient]]

Product Details for Despatch Notes
These fields can only be used on Despatch Notes.

Product Name | [[DespatchLines.ProductName]]
Product Code | [[DespatchLines.ProductCode]]
Product Abv | [[DespatchLines.ProductAbv]]
Product Dutiable Litres | [[DespatchLines.ProductDutiableLitres]]
Product Label Tasting Notes | [[DespatchLines.ProductLabelTastingNotes]]
Product Label Ingredients And Allergens | [[DespatchLines.ProductLabelIngredientsAndAllergens]]
Product Ean Barcode Number | [[DespatchLines.ProductEanBarcodeNumber]]
Product Package Type | [[DespatchLines.ProductPackageType]]
Product Package Volume | [[DespatchLines.ProductPackageVolume]]
Product Alcohol Type | [[DespatchLines.ProductAlcoholType]]
Product Plato Value | [[DespatchLines.ProductPlatoValue]]
Product Weight | [[DespatchLines.ProductWeight]]
Product Export Weight | [[DespatchLines.ProductExportWeight]]
Product Supplier Part Number | [[DespatchLines.ProductSupplierPartNumber]]
Product Country Of Origin | [[DespatchLines.ProductCountryOfOrigin]]
Product Commodity Code | [[DespatchLines.ProductCommodityCode]]
Quantity | [[DespatchLines.Quantity]]
Unit List Net Price | [[DespatchLines.UnitListNetPrice]]
Unit Net Price | [[DespatchLines.UnitNetPrice]]
Unit Discount | [[DespatchLines.UnitDiscount]]
Line Net Price | [[DespatchLines.LineNetPrice]]
Line Vat | [[DespatchLines.LineVat]]
Unit Discount Basis | [[DespatchLines.UnitDiscountBasis]]
Total Items: [[OrderTotalItems]]
Total Discount: [[InvoiceLines.TotalDiscount]]
Invoice Recipient: [[OrderInvoiceRecipient]]

Outlet Despatch Note Details :
Outlet Telephone Number | [[OutletTelephoneNumber]]
Distribution Delivery Telephone | [[OrderDeliveryTelephoneNumber]]

Product Details for Credit Notes
These fields can only be used on Credt Notes.

Product Name | [[CreditLines.ProductName]]
Product Code | [[CreditLines.ProductCode]]
Product Abv | [[CreditLines.ProductAbv]]
Product Dutiable Litres | [[CreditLines.ProductDutiableLitres]]
Product Label Tasting Notes | [[CreditLines.ProductLabelTastingNotes]]
Product Label Ingredients And Allergens | [[CreditLines.ProductLabelIngredientsAndAllergens]]
Product EAN Barcode Number | [[CreditLines.ProductEanBarcodeNumber]]
Product Package Type | [[CreditLines.ProductPackageType]]
Product Package Volume | [[CreditLines.ProductPackageVolume]]
Product Alcohol Type | [[CreditLines.ProductAlcoholType]]
Product Plato Value | [[CreditLines.ProductPlatoValue]]
Product Weight | [[CreditLines.ProductWeight]]
Product Export Weight | [[CreditLines.ProductExportWeight]]
Product Supplier Part Number | [[CreditLines.ProductSupplierPartNumber]]
Product Country Of Origin | [[CreditLines.ProductCountryOfOrigin]]
Product Commodity Code | [[CreditLines.ProductCommodityCode]]
Quantity | [[CreditLines.Quantity]]
Total Line Price | [[CreditLines.TotalLinePrice]]

Email Settings:
Once you have created and uploaded your new document, switch to the Email tab.
Every time you use the Email Invoice function, these settings will apply:

BCC: Enter an email address that you would like to be blind copied into the email. You can enter your own email address if you'd like to double-check when these are sent.
Subject Line: This will be the default Subject Line on each email.
Email Body: This will be the default message body on each email sent.

Settings:

If you'd like to use your new template as the default document for its Type (such as Invoice), go to the Settings tab, click Edit, and Use as Default.