[DocMerge] - How does DocMerge order quoted line items by default

Hi,

I have a quote document in DocMerge for a customer and they want the items to be displayed in the order they appear in the QLI section of the quote. PDF manager seems to be able to get them in the order they appear on the quote. How can i manage to get DocMerge to do this? It seems to just dump them in in a random order.

I dont have a way of using the sort without adding more manual input fields. Using an auto inc field isn't an option either as they re-order the products throughout the quote process (logical ordering based on location in a drawing). Any help appreciated.

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+1 Lydia Manger 2 months ago

Hi Ross. Sorry for the delay.

Have you tried using the Quote Sample Doc Merge template available on the Support site? That template contains a table of quoted line items and the syntax:

{products sort='position:asc'}

at the beginning of a QLI row. This generates a merged document with the QLIs ordered in ascending order (use 'position'=desc for descending order). Does this work for you?
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0 Ross Page 2 months ago in reply to Lydia Manger

Hi Lydia. I will give that a go and let you know.
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0 Ross Page 2 months ago in reply to Lydia Manger

Hi Lydia. I will give that a go and let you know.
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