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Sales Order · salesorder

Sales Order Confirmation

The canonical Templ8r demo. A prospect clicks Generate on any Sales Order in their D365, gets a fully-rendered confirmation with their letterhead, separate billing and shipping blocks, every line item with discount + tax breakdown, sub-total / freight / tax / grand total, optional notes section, payment terms, and a footer with sales-rep details. Drops onto the timeline as a Note.

How to use these tokens
  1. 1
    Copy a token
    Click any {{token}} on this page — it copies the literal token string to your clipboard, ready to paste.
  2. 2
    Paste into your Word template
    Open your existing branded Word document and paste each token where you want that field to appear. Keep your fonts, layout, letterhead, and prose — Templ8r only touches the {{tokens}} themselves.
  3. 3
    Attach when you book a demo
    Drop the tokenised .docx into the form on /book-demo. We’ll bind it against your live D365 records before the call so you see your branded template populated with your real data.

Tokens in this template

Every {{token}} below maps to an out-of-the-box column on salesorder. On a fresh prospect tenant, these bind without modification. Click any token to copy it. Paste it into your Word template wherever you want that field to appear.

  • Order number
  • Order name / subject
  • Customer PO reference
  • Requested delivery date
  • Date fulfilled
  • Bill-to: customer name
  • Bill-to: address
  • Bill-to: phone
  • Bill-to: email
  • Ship-to: name
  • Ship-to: address (composite)
  • Sales representative
  • Payment terms (formatted)

Order Lines · order_details

The template includes a single-row table; Templ8r repeats the row for every related record at generation time.

  • Product
  • Quantity
  • Unit price
  • Discount
  • Line total

Totals breakdown

Sub-totals + tax + grand total rendered as a right-aligned table beneath the line items. Each row is an OOTB rolled-up column on salesorder.

  • Subtotal
  • Discount
  • Freight
  • Tax
  • Grand total

Conditional sections

Sections wrapped in {{#if x}} ... {{/if}} guards. Each renders only when the guard column is populated; otherwise Templ8r drops the entire block at generation time.

  • {{#if description}}Order notes

    Renders when description is populated on the record.

What you need in your tenant

  • ↳Sales Order entity (salesorder) — OOTB in Dynamics 365 Sales
  • ↳Customer lookup populated as Account (template uses customerid_account — polymorphic-ready N:1)
  • ↳Ship-to fields populated (shipto_name, shipto_composite) — OOTB on salesorder
  • ↳Line items via order_details 1:N — OOTB
  • ↳paymenttermscode choice column — Templ8r picks up the formatted-value via the standard Prefer: include FormattedValue header
Other starters
Quote
Quote / Proposal
Invoice
Invoice
Opportunity
Opportunity Summary
Account
Account Letter