The Stock Usage Summaries table is used to list all stock usage against a project (similar to the usages listed under the materials table on a projects detail page).
Document Compatibility
The Stock Usage Summaries table is available for use on the following document templates:
- Projects - see Project Document Templates
- Production Jobs - see Production Job Document Templates
- Invoices - see Invoice Document Templates
Stock Usage fields are table fields, meaning they must be placed inside a correctly configured table in your Word document template. Merge fields and table Alt Text are case sensitive and must be entered exactly as shown below. For detailed instructions, see Table Field Setup in WorkGuru Document Templates.
Setting Up a Stock Usage Summaries Table
Stock Usage merge fields must be placed inside a correctly configured table. The table requires:
- A header row. Headers can be customised to suit your document.
- A repetition line row containing your merge fields
- The correct Alt Text Description. Set the table’s Alt Text Description to:
- StockUsageSummaries
When the invoice document is generated, WorkGuru will repeat the repetition row for each stock usage associated with the project.
Stock Usage Summary Merge Fields
The StockUsageSummaries table displays stock usage recorded against a Project.
| Description | Merge Field |
|---|---|
Product SKU | [ProductSKU] |
Product Name | [ProductName] |
Product Description | [ProductDescription] |
| User | [UserFullName] |
Usage Description | [UsageDescription] |
Quantity | [UsageQuantity] |
| Unit Cost | [UsageUnitCost] |
| Total Cost | [UsageTotalCost] |
Usage Date | [UsageDate] |
| Serial / Batch | [UsageSerialBatch] |
| Phase | [UsagePhase] |
Troubleshooting
Table Does Not Populate
Check that:
- The Alt Text Description is correct.
- Capitalisation matches the required table name - alt text descriptions are case sensitive.
- There is only one table of the same type on the document.
- The table is supported by the document type.
- There is applicable data to display.
- The table has a header
Merge Fields Appear in the Generated Document
If fields such as [ProductSKU] appear instead of actual values, check:
- The spelling of the merge field.
- Check capitalisation - merge fields are case sensitive.
- Confirm the field belongs to the table type being used.
- Confirm the field is supported by the document type.
Table Formatting Is Incorrect
Check that:
- Header and repetition row columns align.
- Cells have not been incorrectly merged.
- Nested tables are configured correctly.
- Each table has the correct Alt Text Description.
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