Opportunity items
Opportunity item objects hold information held against an item an opportunity.
Last updated
Opportunity item objects hold information held against an item an opportunity.
Last updated
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.
To build this in Liquid, you'd use a similar structure:
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.
Opportunity item objects are always accessed within a forloop that iterates for each item.
The item
object can be accessed in document layouts created against the following modules:
Returns opportunity items for opportunities on a project.
Returns opportunity items for opportunities that are sources on a particular invoice.
Returns opportunity items for opportunities linked to a particular organization.
Returns opportunities items for active opportunities linked to a particular organization.
Returns opportunity item objects for the source opportunity of a quarantine.
Returns opportunity item objects for the opportunity that a quarantined asset is next booked on.
The item
object can be accessed in discussion templates created against the following modules:
Returns opportunity items for opportunities on a project.
Returns opportunity items for opportunities that are sources on a particular invoice.
Returns opportunity items for opportunities linked to a particular organization.
Returns opportunities items for active opportunities linked to a particular organization.
Returns opportunity item objects for the source opportunity of a quarantine.
Returns opportunity item objects for the opportunity that a quarantined asset is next booked on.
accessories
Returns opportunity item objects for an opportunity item. Works in the same way that the children
object does.
accessory_is_default?
Returns true
if an opportunity item is an accessory and the accessory’s inclusion type is “Default”.
accessory_is_mandatory?
Returns true
if an opportunity item is an accessory and the accessory’s inclusion type is “Mandatory”.
accessory_is_optional?
Returns true
if an opportunity item is an accessory and the accessory’s inclusion type is “Optional”.
accessory_mode_is_accessory?
Returns true
if an opportunity item is an accessory and the accessory’s mode is “Accessory”.
accessory_mode_is_component?
Returns true
if an opportunity item is an accessory and the accessory’s mode is “Component”.
accessory_mode_is_safety?
Returns true
if an opportunity item is an accessory and the accessory’s mode is “Safety”.
accessory_mode_name
Returns the accessory’s mode name where an opportunity item is an accessory; blank otherwise.
accessory
component
safety item
assets
Returns opportunity item assets for an opportunity item. Keep in mind that an opportunity item might have multiple asset allocations.
charge_excluding_tax_total
Returns an opportunity item charge total excluding tax.
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.
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.
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.
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
.
charging_periods
Returns charging period objects for an opportunity item.
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.
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.
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.
depth
Returns the depth of an opportunity item in the tree. An item’s depth is determined by how it is nested under items.
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.
description
Returns an opportunity item’s description.
discount_amount
Returns the amount of discount applied to an opportunity item.
Returns 0
for groups and subtotals.
Use discount_total
for groups.
discount_percent
Returns the percentage discount applied to an opportunity item.
Returns 0
for groups and subtotals.
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.
discounted_price
Returns an opportunity item’s price after discount.
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.
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.
has_child_items?
Returns true
if an opportunity item has children items; false
otherwise. Generally used for detecting if an opportunity item has accessories.
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
.
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.
id
Returns an opportunity item ID.
The ID is an internal reference for a record. It's not exposed in our web interface.
is_accessory?
Returns true
if an opportunity item is an accessory; false
otherwise.
is_group?
Returns true
if an opportunity item is a group; false
otherwise.
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.
is_item?
Returns true
if an opportunity item is an item; false
otherwise.
is_principal?
Returns true
if an opportunity item has accessory items nested underneath it; false
otherwise.
is_product?
Returns true
if an opportunity item is linked to a product record; false
otherwise.
is_rental?
Returns true
if an opportunity item is a rental charge, i.e. its transaction type is "Rental"; false
otherwise.
is_sale?
Returns true
if an opportunity item is for a sale charge, i.e. its transaction type is "Sale"; false
otherwise.
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".
is_service_item?
Returns true
if an opportunity item is linked to a service record; false
otherwise.
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
.
is_text_item?
Returns true
if an opportunity item is a text item; false
otherwise.
name
Returns an opportunity item's name.
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.
price
Returns an opportunity item's price without discount.
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
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.
quantity
Returns the quantity of an opportunity item.
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.
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.
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.
revenue_group
Returns the revenue group name for an opportunity item.
service_unit_name
Returns the service unit name for an opportunity item.
Day
Days
Hour
Hours
miles
km
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.
sub_contract?
Returns true
if an opportunity item is for a sub-contract service or sub-rent product.
sub_rent?
Returns true
if an opportunity item is for a sub-contract service or sub-rent product.
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.
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.
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.
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.
surcharges
Returns opportunity item surcharge objects for surcharges applied to the opportunity item.
tax_total
Returns the tax total for an opportunity item. Works for items and groups.
transaction_type_name
Returns the transaction type name for an opportunity item.
Rental
Sale
Service
unit_charge
Returns the unit charge for an opportunity item.
The unit charge is the price for one unit of an opportunity item.
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.
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.
warehouse_notes
Returns the warehouse notes for an opportunity item.
Input
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.
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.