Opportunity items

Opportunity item objects hold information held against an item an opportunity.

Opportunity items are items that you've added to an opportunity.

When printed, an items list will consist of a group, the items inside the group, and then a subtotal row.

A group from the default quotation document.

To build this in Liquid, you'd use a similar structure:

{% for item in order.items %}
  {% if item.is_group? %}
    {{ item.name }} <!-- Group name -->
  {% elsif item.is_item? %}
    {{ item.name }} <!-- Item name -->
  {% elsif item.is_subtotal? %}
    {{ item.subtotal_name }} <!-- Subtotal name, i.e. group name -->
  {% endif %}
{% endfor %}

There's no subtotal row in the web interface. Subtotal items are included in the opportunity items object to make it easy to include and style a subtotal row. A subtotal item iterates after a group and its items have iterated. They're purely informational rows, so most of the objects below will return "Liquid error" when used with a subtotal item.

The items list from the example above in the web interface.

Opportunity item objects are always accessed within a forloop that iterates for each item.

Document layouts

The item object can be accessed in document layouts created against the following modules:

Opportunity

{% for item in order.items %}
  {{ item.name }}
{% endfor %}

Project

Returns opportunity items for opportunities on a project.

{% for order in project.opportunities %} 
  {% for item in order.items %}
    {{ item.name }}
  {% endfor %}
{% endfor %}

Invoice

Returns opportunity items for opportunities that are sources on a particular invoice. 

{% for order in invoice.sources %}
  {% for item in order.items %}
    {{ item.name }}
  {% endfor %}
{% endfor %}

Member

Returns opportunity items for opportunities linked to a particular organization.

{% for order in member.opportunities %}
  {% for item in order.items %}
    {{ item.name }}
  {% endfor %}
{% endfor %}

Returns opportunities items for active opportunities linked to a particular organization.

{% for order in member.live_opportunities %}
  {% for item in order.items %}
    {{ item.name }}
  {% endfor %}
{% endfor %}

Quarantine

Returns opportunity item objects for the source opportunity of a quarantine.

{% for item in quarantine.source.items %}
  {{ item.name }}
{% endfor %}

Returns opportunity item objects for the opportunity that a quarantined asset is next booked on.

{% for item in quarantine.next_booking.items %}
  {{ item.name }}
{% endfor %}

Discussion templates

The item object can be accessed in discussion templates created against the following modules:

Opportunity

{% for item in opportunity.items %}
  {{ item.name }}
{% endfor %}

Project

Returns opportunity items for opportunities on a project.

{% for order in project.opportunities %} 
  {% for item in order.items %}
    {{ item.name }}
  {% endfor %}
{% endfor %}

Invoice

Returns opportunity items for opportunities that are sources on a particular invoice. 

{% for order in invoice.sources %}
  {% for item in order.items %}
    {{ item.name }}
  {% endfor %}
{% endfor %}

Member

Returns opportunity items for opportunities linked to a particular organization.

{% for order in organisation.opportunities %}
  {% for item in order.items %}
    {{ item.name }}
  {% endfor %}
{% endfor %}

Returns opportunities items for active opportunities linked to a particular organization.

{% for order in organisation.live_opportunities %}
  {% for item in order.items %}
    {{ item.name }}
  {% endfor %}
{% endfor %}

Quarantine

Returns opportunity item objects for the source opportunity of a quarantine.

{% for item in quarantine.source.items %}
  {{ item.name }}
{% endfor %}

Returns opportunity item objects for the opportunity that a quarantined asset is next booked on.

{% for item in quarantine.next_booking.items %}
  {{ item.name }}
{% endfor %}

accessories

Returns opportunity item objects for an opportunity item. Works in the same way that the children object does.

Input

{% for item in item.accessories %}
  {{ item.name }}
{% endfor %}

Output

ETC Source Four

accessory_is_default?

Returns true if an opportunity item is an accessory and the accessory’s inclusion type is “Default”.

Input

{{ item.accessory_is_default }}

Output

false

accessory_is_mandatory?

Returns true if an opportunity item is an accessory and the accessory’s inclusion type is “Mandatory”.

Input

{{ item.accessory_is_mandatory? }}

Output

false

accessory_is_optional?

Returns true if an opportunity item is an accessory and the accessory’s inclusion type is “Optional”.

Input

{{ item.accessory_is_optional? }}

Output

false

accessory_mode_is_accessory?

Returns true if an opportunity item is an accessory and the accessory’s mode is “Accessory”.

Input

{{ item.accessory_mode_is_accessory? }}

Output 

false

accessory_mode_is_component?

Returns true if an opportunity item is an accessory and the accessory’s mode is “Component”.

Input

{{ item.accessory_mode_is_component? }}

Output 

false

accessory_mode_is_safety?

Returns true if an opportunity item is an accessory and the accessory’s mode is “Safety”.

Input

{{ item.accessory_mode_is_safety? }}

Output 

false

accessory_mode_name

Returns the accessory’s mode name where an opportunity item is an accessory; blank otherwise.

  • accessory

  • component

  • safety item

Input

{{ item.accessory_mode_name }}

Output

accessory

assets

Returns opportunity item assets for an opportunity item. Keep in mind that an opportunity item might have multiple asset allocations.

Input 

{% for item in item.assets %}
  {{ asset.asset_number }}<br>
{% endif %}

Output 

ETC-001
ETC-002
ETC-003
Opportunity item assets

charge_excluding_tax_total

Returns an opportunity item charge total excluding tax.

Input

{{ item.charge_excluding_tax_total }}

Output

50.0

Use the currency filter or a number filter to change the way that the number is formatted.

charge_including_tax_total

Returns an opportunity item charge total including tax.

Input

{{ item.charge_including_tax_total }}

Output

60.0

charge_total_including_children

Returns an opportunity item charge total, including the charge total of any accessory items.

Generally used where you’d like to roll up the price of accessories into their parent item, like when working with packages or kits.

Input

{{ item.charge_total_including_children }}

Output

120.0

charge_total

Returns an opportunity item charge total.

This may be including or excluding tax depending on the value of the “Catalog Prices” setting in System Preferences.

Input

{{ item.charge_total }}

Output

50.0

chargeable_days

Returns the number of chargeable days for an opportunity item.

For service items, the value of the “Rate Quantity” field is returned. The rate type may be hour or distance.

For sale items, returns 0.

Input

{{ item.chargeable_days }}

Output

8.0

charging_periods

Returns charging period objects for an opportunity item.

Input

{% for charge_period in item.charging_periods %}
  {{ charge_period.name }}
{% endfor %}

Output

Daily
Charging period

children

Returns opportunity item objects for an opportunity item.

  • When an item is an item, this will return accessories.

  • When the item is a group, this will return items within that group.

The children object only returns objects that are the next level deep in the tree. For example, accessories on accessories aren't returned.

Input

{% for item in item.children %}
  {{ item.name }}
{% endfor %}

Output

ETC Source Four

combined_discount_total

Returns the total discount from both percentage and deal discounting for opportunity items that are groups.

For items, returns 0. For subtotals, returns an error.

Input

{% if item.is_group? %}
  {{ item.combined_discount_total }}
{% endif %}

Output

150.0
Deal pricing

deal_discount_total

Returns the total discount from deal discounting for opportunity items that are groups.

For items, returns 0. For subtotals, returns an error.

Input

{% if item.is_group? %}
  {{ item.deal_discount_total }}
{% endif %}

Output

100.0
Deal pricing

depth

Returns the depth of an opportunity item in the tree. An item’s depth is determined by how it is nested under items.

In the example above, we can see opportunity items with depths 1 to 4.

Input

{{ item.depth }}

Output

1

depth_padding

Returns the depth padding for an opportunity item. Generally used to apply an inline style to a table cell in HTML so that items appear nested.

Increments in multiples of 16.

Input

<td style="padding-left: {{ item.depth_padding }}px;">
  {{ item.name }}
</td>

Output

<td style="padding-left: 16px;">
  Leica R-Series 180mm f/2.8
</td>

description

Returns an opportunity item’s description.

Input

{{ item.description }}

Output

Supplied with a memory card.

discount_amount

Returns the amount of discount applied to an opportunity item.

Returns 0 for groups and subtotals.

Use discount_total for groups.

Input

{{ item.discount_amount }}

Output

10.0

discount_percent

Returns the percentage discount applied to an opportunity item.

Returns 0 for groups and subtotals.

Input

{{ item.discount_percent }}

Output

50.0

discount_total

Returns the amount of discount for items inside of an opportunity group.

Returns 0 for items and subtotals.

Use discount_amount for items.

Input

{% if item.is_group? %}
  {{ item.discount_total }}
{% endif %}

Output

50.0

discounted_price

Returns an opportunity item’s price after discount.

Input

{{ item.discounted_price }}

Output

100.0

ends_at

Returns the charging end date for an opportunity item. Generally used for service items.

  • For service items, returns the end date and time for the opportunity item.

  • For rental and sale items, returns the end date and time for the opportunity.

  • For groups, returns blank.

  • For subtotals, returns the date and time that the document was generated in UTC.

Input

{{ item.ends_at }}

Output

2021-05-15 09:00:00 +0100

group_has_deal?

Returns true where an opportunity item is a group that has been deal priced; false otherwise.

Deal priced groups have a red ”Deal Price” label in the list.

Input

{% if item.is_group?
  {% if item.group_has_deal? %} <!-- true -->
    "{{ item.name }}" has deal
  {% endif %}
{% endif %}

Output

"Lighting" has deal
Deal pricing

has_child_items?

Returns true if an opportunity item has children items; false otherwise. Generally used for detecting if an opportunity item has accessories.

Input

{{ item.has_child_items? }}

Output

true

has_discount?

Returns true if an opportunity item has a discount applied; false otherwise.

Where an opportunity item has a negative discount applied, has_discount will return false. For example, -50% would increment the charge total by 50% so has_discount will return false.

Input

{{ item.has_discount? }}

Output

true

has_shortage?

Returns true where an opportunity item has a shortage; false otherwise.

Shortages are highlighted in red and have an ⚠️ exclamation icon next to them in the list.

Input

{{ item.has_shortage? }}

Output

true

id

Returns an opportunity item ID.

The ID is an internal reference for a record. It's not exposed in our web interface.

Input

{{ item.id }}

Output

1

is_accessory?

Returns true if an opportunity item is an accessory; false otherwise.

Input

{{ item.is_accessory? }}

Output

true

is_group?

Returns true if an opportunity item is a group; false otherwise.

Input

{{ if item.is_group? %}
  {{ item.name }}
{% endif %}

Output

Lighting

is_in_deal?

Returns true if an opportunity item is inside a deal, i.e. if it is part of a deal priced group or opportunity; false otherwise.

Input

{{ item.is_in_deal? }}

Output

true
Deal pricing

is_item?

Returns true if an opportunity item is an item; false otherwise.

Input

{% if item.is_item? %}
  {{ item.name }}
{% endif %}

Output

Avolites ART 2000 Power Cube

is_principal?

Returns true if an opportunity item has accessory items nested underneath it; false otherwise.

Input

{% item.is_principal? %}

Output

true

is_product?

Returns true if an opportunity item is linked to a product record; false otherwise.

Input

{% item.is_product? %}

Output

true

is_rental?

Returns true if an opportunity item is a rental charge, i.e. its transaction type is "Rental"; false otherwise.

Input

{{ item.is_rental? %}

Output

true

is_sale?

Returns true if an opportunity item is for a sale charge, i.e. its transaction type is "Sale"; false otherwise.

Input

{{ item.is_sale? %}

Output

false

is_service?

Returns true if an opportunity item is for a service charge, i.e. its transaction type is "Service"; false otherwise.

This doesn't determine necessarily whether an opportunity item is linked to a service record; a text item may have the transaction type "Service".

Input

{{ item.is_service? }}

Output

false

is_service_item?

Returns true if an opportunity item is linked to a service record; false otherwise.

Input

{{ item.is_service_item? }}

Output

false

is_subtotal?

Returns true if an opportunity item is a group item's subtotal; false otherwise.

Subtotal rows are informational only and many opportunity item item objects will print "Liquid error: internal" rather than return blank or false.

Input

{% if item.is_subtotal? %}
  Total for {{ item.subtotal_name }}
{% endif %}

Output

Total for Lighting

is_text_item?

Returns true if an opportunity item is a text item; false otherwise.

Input

{{ item.is_text_item? }}

Output

true

name

Returns an opportunity item's name.

Input

{{ item.name }}

Output

Robe RoboSpot

opportunity

Returns opportunity objects for the opportunity that an opportunity item is related to.

When working with a document or discussion template on an opportunity record, you may simply wish to access the opportunity object as normal. For example, use {{ order.name }} to print the opportunity subject.

Input

{{ item.opportunity.name }}

Output

V-Blast Music Festival
Opportunity

price

Returns an opportunity item's price without discount.

Input

{{ item.price }}

Output

200.0

price_unit

Returns an opportunity item's price unit name.

The price unit name output depends on the rental charge used. Some common examples:

  • Daily

  • Weekly

  • Per period

  • Each

Input

{{ item.price_unit }}

Output

Weekly

product_stock_levels

Returns stock level objects for opportunity item's related stock levels where:

  • the item is a product

  • it's bulk or serialized

  • stock levels are in the same store

  • stock levels have a stock type matching the opportunity item’s stock type (i.e. rental or sale)

Keep in mind that this returns any stock levels that match the criteria above. Use the assets object to return allocated assets.

Input

{% for stock_level in item.product_stock_levels %}
  {{ stock_level.asset_number }}<br>
{% endfor %}

Output

ETC-001
ETC-002
ETC-003
Stock level

quantity

Returns the quantity of an opportunity item.

Input

{{ item.quantity }}

Output

1.0

rate_definition_name

Returns the rate definition name for an opportunity item where the item is a rental.

Returns blank for sales, services, and group items.

Input

{{ item.rate_definition_name }}

Output

Daily Rate

replacement_charge_total

Returns the replacement charge total for an opportunity item.

This is calculated by multiplying the quantity by the product replacement charge.

Current uses the product replacement charge at the time the opportunity item was added to the opportunity. Recalculate to get the latest product replacement charges.

Input

{{ item.replacement_charge_total }}

Output

2000.0

replacement_charge_total_including_children

Returns the replacement charge total for an opportunity item, including the charge total of any accessory items.

Generally used where you’d like to roll up the replacement charge of accessories into their parent item, like when working with packages or kits.

Input

{{ item.replacement_charge_total_including_children }}

Output

3000.0

revenue_group

Returns the revenue group name for an opportunity item.

Input

{{ item.revenue_group }}

Output

Rental

service_unit_name

Returns the service unit name for an opportunity item.

  • Day

  • Days

  • Hour

  • Hours

  • miles

  • km

Input

{{ item.service_unit_name }}

Output

Days

starts_at

Returns the charging start date for an opportunity item. Generally used for service items.

  • For service items, returns the start date and time for the opportunity item.

  • For rental and sale items, returns the start date and time for the opportunity.

  • For groups, returns blank.

  • For subtotals, returns the date and time that the document was generated in UTC.

Input

{{ item.starts_at }}

Output

2021-04-15 09:00:00 +0100

sub_contract?

Returns true if an opportunity item is for a sub-contract service or sub-rent product.

Input

{{ item.sub_contract? }}

Output

true

sub_rent?

Returns true if an opportunity item is for a sub-contract service or sub-rent product.

Input

{{ item.sub_rent? }}

Output

true

subtotal

Returns the subtotal amount for an opportunity group.

Subtotal rows are informational only. This will only return a value for subtotal rows. This will match the charge_total of the corresponding opportunity item group.

Input

{% if item.is_subtotal? %}
  {{ item.subtotal }}
{% endif %}

Output

1000.0

subtotal_including_tax

Returns the subtotal amount for an opportunity group including tax.

Subtotal rows are informational only. This will only return a value for subtotal rows. This will match the charge_total of the corresponding opportunity item group.

Input

{% if item.is_subtotal? %}
  {{ item.subtotal_including_tax }}
{% endif %}

Output

1200.0

subtotal_name

Returns the subtotal name for an opportunity item group.

Subtotal rows are informational only. This will only return a value for subtotal rows. This will match the name of the corresponding opportunity item group.

Input

{% if item.is_subtotal? %}
  {{ item.subtotal_name }}
{% endif %}

Output

Lighting

surcharge_amount

Returns the surcharge amount for an opportunity item.

Surcharges are percentage or fixed fees that are applied to rental items. An opportunity item might have multiple surcharges applied.

Returns blank for groups, sale items, and service items. Returns an error for subtotals.

Input

{{ item.surcharge_amount }}

Output

120.0

surcharges

Returns opportunity item surcharge objects for surcharges applied to the opportunity item.

Input

{% for surcharge in item.surcharges %}
  {{ surcharge.name }}
{% endfor %}

Output

Lens Cleaning
Opportunity item surcharges

tax_total

Returns the tax total for an opportunity item. Works for items and groups.

Input

{{ item.tax_total }}

Output

50.0

transaction_type_name

Returns the transaction type name for an opportunity item.

  • Rental

  • Sale

  • Service

Input

{{ item.transaction_type_name }}

Output

Rental

unit_charge

Returns the unit charge for an opportunity item.

The unit charge is the price for one unit of an opportunity item.

Input

{{ item.unit_charge }}

Output

100.0

unit_charge_amount

Returns the unit charge for an opportunity item excluding discount.

The unit charge is the price for one unit of an opportunity item.

Input

{{ item.unit_charge_amount }}

Output

50.0

use_chargeable_days

Returns true if an opportunity item has overriden chargeable days.

This will be the case where the opportunity has the "Chargeable Days" toggle set to YES.

Input

{{ item.use_chargeable_days }}

Output

true

warehouse_notes

Returns the warehouse notes for an opportunity item.

Input

{{ item.warehouse_notes }}

Output

These are my warehouse notes

weight_total

Returns the weight total for an opportunity item.

This is calculated by multiplying the quantity by the product weight.

Current uses the product weight at the time the opportunity item was added to the opportunity. Recalculate to get the latest product weights.

Input

{{ item.weight_total }}

Output

50.0

Use the company object to return your company weight unit, e.g. lbs or kg.

weight_total_including_children

Returns the weight total for an opportunity item.

This is calculated by multiplying the quantity by the product weight.

Input

{{ item.weight_total_including_children }}

Output

100.0

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