Liquid syntax
  • Welcome
  • Introduction
    • What is Liquid syntax?
    • Liquid operators
    • Liquid objects
    • Liquid tags
    • Liquid filters
    • Best practices
  • Information
    • Attributes
    • Consolidation
    • Custom fields
    • Date filter reference
    • Deal pricing
    • Special items
  • PDF renderer
    • PDF document limitations
  • General
    • Address detail
    • Attachments
    • Company
    • Emails
    • Links
    • Phones
    • Store
  • Activity
    • Activity
  • Inventory Check
    • Inventory check (stock check)
    • Inventory check items (stock check items)
  • Invoices & Credits
    • Invoice
    • Invoice items
    • Invoice transactions
    • Invoice taxes
  • Opportunities
    • Opportunity
    • Opportunity items
    • Opportunity item assets
    • Opportunity item surcharges
    • Opportunity costs
    • Opportunity return item assets
    • Consolidated opportunity items
    • Consolidated opportunities
  • People & Organizations
    • Contact
    • Organization
    • User
    • Vehicle
    • Venue
  • Products
    • Product
    • Product group
    • Charging period
    • Product accessories
    • Product assets
    • Stock level
  • Project
    • Project
  • Purchase orders
    • Purchase order
    • Purchase order items
  • Quarantine
    • Quarantine
  • Service
    • Service
  • Testing & inspection
    • Inspection results
    • Inspection result tasks
Powered by GitBook
On this page

Was this helpful?

  1. Information

Consolidation

When you use a consolidated object, similar items are consolidated.

PreviousAttributesNextCustom fields

Last updated 4 years ago

Was this helpful?

Some objects in Current RMS are consolidated. For example, order.items has a consolidated counterpart: order.consolidated_items.

When you consolidate, Current RMS groups all items with the same attribute into one single line. For example, the consolidated order items object groups all opportunity items with the same name into a single line.

Consolidation is especially useful where the same product or service is listed on an opportunity in more than one place and you want a sum total of that product or service on the opportunity.

For example, this opportunity has two opportunity groups with the same items in each:

When printed to a document, order.items will print the items list as it is. order.consolidated_items will sum all of the items that are the same into a single line and give you a total quantity.

Inaccessible objects

Because Current sums all similar items into a single line, you lose access to information that's stored against the individual line items. For example, if you're using the consolidated opportunity items loop then you can't access things such as:

  • Opportunity item descriptions

  • Whether or not an item is sub-rented

  • Opportunity groups

  • Asset numbers

  • Information stored against the stock level, such as the location

The consolidated items object returns product and service records, so you might find the attribute you need there. For example, there's no weight total against a consolidated opportunity item, but you could access the product's weight using the product object.

This opportunity has two groups with the same items in each.
order.items and order.consolidated_items