Merge Fields in Document Templates

Proceed with the Microsoft Word Add Merge Field function to add a new merge field to the ShopCtrl template. Download a default Word document template from ShopCtrl and open it for edit. Or start with a blank Word document page.

How to insert merge field

To insert a single type Merge Field into Word document template:

1. Go to Insert tab > Quick Parts > Field.
2. Choose a Field type: MergeField.
3. Enter the ShopCtrl Merge Field name wrapped in dollar signs in the Field Name. For example, $$Order.Id$$.
4. Choose the applicable Format.
5. Click Ok to enter the merge field.
6. Press Alt + F9 to reveal the field coding. Or, right-click on the field and choose the Toggle Field Codes option.
7. The merge field will be displayed as follows in the code view:

   {MERGEFIELD $$Order.OrderTotal$$ \* MERGEFORMAT }
   

8. Delete the \* MERGEFORMAT text.
9. (Optional) For number and text type merge fields, it is possible to apply font, color, bold, italics, etc., as you would typically do to the text.
10. (Optional) Depending on the type of the merge field you are working with, proceed with formatting the merge field output.

The procedure described above is valid for Word 2007 and later. Please view the Microsoft Support Insert mail merge fields article for more information.

How to apply numeric merge field formatting

To configure the output format of the Numeric Merge Field in the Word document template:

1. Press the Alt + F9 to reveal the field coding.
2. Select the Numeric Merge Field you would like to edit.
3. Before the closing curly bracket type space and: \#, this begins the switch.
4. To designate thousands, enter #,###.
5. Specify the number of decimal places you want to display using .00. If the merged field doesn't include decimals, it will be displayed with zeros.
6. The result will look like this:

{MERGEFIELD $$Order.OrderTotal$$ \# #,###.00 }

Examples of Numeric Fields formatting:

Please see the Microsoft Support Word Numeric Picture Switch and Intermediate mail merge tips articles for more information.

How to apply date merge field formatting

To configure the output format of the Date Merge Field in the Word document template:

1. Press the Alt + F9 to reveal the field coding.
2. Select the Date Merge Field you would like to edit.
3. Before the closing curly bracket, type a space and: \@, this begins the switch.
4. Enter space, and follow by date format in quotes "d-MM-yy"
5. The result will look like this: {MERGEFIELD $$Order.Date$$ \@ "d-MM-yy" }

Examples of Date and Time Fields formatting:

Please check the Microsoft Support Picture switch and Intermediate mail merge tips articles for more information.

How to apply image merge field formatting

For Image Type Merge Fields, you can change the dimensions of the populated image and rotate it clockwise. Namely:

• Adjust an image width, height, or both in pixels or mm
• Rotate an image by 90, 180, or 270 degrees

To configure the output format of the Image Merge Field in the Word document template:

1. Include a numeric picture switch \# after the merge field name and before the closing curly bracket.
2. Follow by image parameters:

• Define image size:

• Or rotate the image:

Examples:

How to apply barcode merge field formatting

To configure the output format of the Barcode Merge Field:

1. Start with entering the opening tag <barcode Height=0 Width=0>.
2. Specify the barcode size in pixels and follow by inserting the Merge Field wrapped in dollar signs that you want to display as a barcode. The mergefield type should be scan code.
3. Finally, add a closing tag </barcode>.

For example:

<barcode Height=50 Width=250>$$OrderShipment.OpenPickListScanCode$$</barcode>

To turn any type of mergefield into a barcode, use this syntax:

<barcode Height=50 Width=250>sa: {MERGEFIELD $$Order.OrderCode$$ }</barcode>

How to apply QR code merge field formatting

To configure the output format of the QR code Merge Field:

1. Enter the opening tag <qrcode Height=0 Width=0>.
2. Specify the barcode size in pixels and follow by inserting the Merge Field wrapped in dollar signs that you want to display as a barcode.
3. Finally, add a closing tag </qrcode>.

For example:

<qrcode Height=50 Width=50>$$OrderShipment.OpenPickListScanCode$$</qrcode>