Contents
- Index
Mailing Labels
The program prepares and prints mailing labels for your customers. Printed mailing labels allow you to quickly and easily send notices on overdue accounts, send announcements for upcoming sales events, reward your best customers with discount coupons, etc. Labels can also be printed daily; one for each customer who has made a purchase that day (Today's invoices). Labels may also be addressed to the customer or company, and printed right from the Work Screen.
Print Mailing Labels
Print Mailing Labels from Work Screen
Print Mailing Labels by Item
Print Mailing labels:
1 Select Mailing Labels from the Reports Menu.
The Mailing Labels dialog box will appear.
2.Choose either Retail Options or Service Options. Retail allows you to print labels based on your best or most recent customers. Customers that have an outstanding balance, etc. Service Options allow you to print labels based upon customers that are due for a tune-up, oil change, or other services.
3 Select the appropriate option from the screen shown above, by clicking on
your choice.
If you selected "Last Active," a start and ending date filter appears so your report will be limited to the dates you selected. If you selected "Best Customer," a filter for entering the "Minimum Amount of Total Purchases" appears so that you may determine who your best customers are. You can also select to filter out customers.
4 Select whether addresses should be by customer name or by company.
5 Select the label format.
6 Set a filter, if desired. A range selection can be entered in any or all options.
7 Select generate labels.
8 Select Screen to view report on the screen or select Send to Printer.
9 Select Go or Cancel
Print Mailing Labels at the Work Screen:
1 Bring the customer to the Work Screen.
2 Use Point & Select Customer Labels from the options menu or type CL at the Command Line to print customer 'Bill to' or 'Ship to' labels at the time of sale.
The following options will appear: Ship to, Bill to, Printer Set, Cancel.
3 Click on your choice.
4 Choose Printer Set to set up your printer or choose Cancel to exit.
Sales by Item Mailing Labels
Mailing labels can be printed by item.
- Easily notify customers of a recall.
- Target customers who purchase specific products - notify them of the next big sale; offer them a discount on their next purchase; offer related items.
1 Select Sales Reports from the Reports Menu.
The Sales Reports Menu will appear.
2 Select Sales by Item from the Sales Reports Menu.
The Sales Reports by Item Menu will appear.
3 Select Mailing Labels by Item from the Sales Reports by Item Menu.
The Enter Dates window will appear.
4 Enter the starting and ending purchase dates for the labels.
The Mailing Labels by Item Point & Select Menu will appear.
5 Highlight and select the appropriate item.
The following options will appear: "1) Customer or 2) Company Labels."
6 - Type 1 to print labels by customer name.
- Type 2 to print labels by company name.
Note - Use Select Printer to change the printer.
Note - Selecting a screen report lets you preview the information and still print the report after viewing.