Customer Mailing Labels By Range Selection
** This utility is under development and is not yet available.
**
These labels are often used for mass mailing. The program prints
mailing or shipping labels, with one label printed per
customer.
Note: Labels can be printed using Laser printing only from a
Windows Client.
To print labels from a Web Session or from an Open Client session,
generate the Customer list to Excel and use that software to print
labels.
A Mailing Label is 3 1/2" x 15/16" and is generally used for
labeling envelopes.
A Shipping Label is 3 7/8" x 2 3/4" and is generally used for
packages. This label has your address and logo pre-printed on the
upper half, and the customer's address prints on the lower
half.
First select the range and then select the sorting order.
- Range:
- Pick the range of customers to print from any combination of
these six: customer name, customer number, customer type, salesman
code, terms code, and credit rating.
Sort By:
- After selecting which range of customers to print, select the
order which the labels will print: by Customer Name, Customer
Number, Postal Code, or Salesman Code.
For example, you can select Customer Type H - Homeowners, for
Salesman Codes 1 & 2, then have the labels print in Alphabetic
Order.
The prompts are:
- FROM CUSTOMER NAME
- Leave this field blank for all customers or type in a beginning
customer name.
Use the first four or five letters of the name, which will be used
to match with the ALPHA name in Customer
Information.
TO CUSTOMER NAME
- Leave this field blank for all customers or type in the ending
customer name.
e.g. Use the range F - MZ to get all customers beginning with F
through to all M customers.
FROM CUSTOMER NUMBER
- Leave this field blank for all customers or type in the
beginning customer number, or look it up in the Document Customer Search window.
TO CUSTOMER NUMBER
- Leave this field blank for all customers or type in the ending
customer number or look it up in the window.
FROM CUSTOMER TYPE
- Leave this field blank for all customers, or select the
beginning Customer Type, or select the beginning Customer Type from
the drop-down box, as defined in Customer
Types.
TO CUSTOMER TYPE
- Leave this field blank for all customers, or select the ending
Customer Type from the drop-down box.
To select only 1 customer type, the FROM & TO Customer Types
must be the same code.
FROM SALESMAN CODE
- Leave this field blank for all customers, or select the
beginning Salesman code from the drop-down box, as defined in
Salesman Codes.
TO SALESMAN CODE
- Leave this field blank for all customers, or select the ending
Salesman code from the drop-down box.
To select only 1 salesman code, the FROM & TO Salesman Codes
must be the same code.
FROM CREDIT RATING CODE
- Leave this field blank for all credit codes, or select the
beginning Credit Code, as set up in Credit
Ratings .
TO CREDIT RATING CODE
- Leave this field blank for all credit codes, or select the
ending Credit Code.
To select only 1 code, the FROM & TO Credit Rating Codes must
be the same code.
FROM TERMS CODE
- Leave this field blank for all customer terms, or select the
beginning Terms code as defined in Terms
Codes.
TO TERMS CODE
- Leave this field blank for all customer terms, or select the
ending Terms code.
To select only 1 terms code, the FROM & TO Terms Codes must be
the same code.
(C)ASH, ON (A)CCOUNT, (B)OTH
- Type B to include Both Cash customers and On Account customers
in the label selection.
Type C to print labels for only the Cash customers in the
range.
Type A to print labels for only the On Account charge
customers.
SORT BY:
- After picking the range of labels to print above, select one of
the following:
- 1. NAME
- Select Option 1 if the labels should print in alphabetical
order by Customer Name.
2. NUMBER
- Select Option 2 if the labels should print in numeric order by
customer number.
3. POSTAL/ZIP
- Select Option 3 if the labels should print in Postal/Zip code
order.
4. SALESMAN
- Select Option 4 if the labels should print in Salesman code
order.
INCLUDE SITE ADDRESS
- Enter Y (YES) to print labels for the customer sites, as well
as the customers.
Site records are setup in Customer Site
Information.
When Site labels are selected, only 1 across mailing or shipping
labels can be printed.
These labels must be printed and cannot be saved in an ASCII file.
Enter N (NO) to select only the customer address
labels.
INCLUDE PRINTED STMNT CUST
- Type Y (YES) to print labels for customers that would receive a
customer statement.
This would require that their Account Balance be greater than zero
currently and that they have the prompt PRINT STMNTS = Y or I in
Customer Information.
Type N (NO) to omit printing a label for customers flagged to
receive printed statements in Customer
Information.
Note: Most firms do not send Statements to Customers with Credit
Account Balances.
i.e. A balance less than zero, therefore these Customers will NOT
get a label printed for them.
INCLUDE FAXED STATEMENT CUST
- Type Y (YES) to include customers that were faxed a
statement.
They will need a statement label, if you are mailing a newsletter
or other promotional items each month.
Type N (NO) to skip customers that were faxed a statement.
They will not require a statement label, if you are not mailing a
newsletter or other promotional items with the monthly
statement.
INCLUDE NON-STATEMENT CUST
- Type Y (YES) to print labels for Customers that would not
receive a monthly Customer Statement.
This is useful for monthly mailing of Marketing Literature, or a
newsletter.
Customers selected would include Customers with Account Balances
of zero or less than zero (Credit Balance) and also Customers with
the prompt PRINT STMNTS = NO in Customer
Information.
PRINT CONTACT NAME (Y/N)
- Type Y (YES) to have the contact name (if there is one) from
Screen 1 of Customer Information
print.
It will print ATTN: before the contact name.
Type N (NO) to skip the contact name.
ACTIVE CUSTOMERS ONLY
- Type N (NO) to include all customers in the range.
Type Y (YES) to include only customers with activity (posted A/R
invoices, finance charges or payments) within the selected date
range.
- FROM DATE
- Accept the date, or enter a starting date for the active
range.
- TO DATE
- Accept today's date, or enter an ending date for the active
range.
1 OR 4 ACROSS LABELS/SHIPPING
- Press <ENTER> for 1 across labels. Mailing labels are 3
1/2" x 15/16" Continuous Feed.
Type in 4 for 4 across labels. These labels are generally on a
sheet and must be printed on a Wide carriage printer.
If the option to print labels for Sites was selected above, the
labels cannot be printed 4 across.
- SPACING
- Press <ENTER> for a spacing of 1 character between the 4
across labels, or type in the correct spacing.
Type S to print Shipping labels for the selection. Shipping
labels are 3 7/8" x 2 3/4".
SEND TO PRINTER OR FILE
- Press <ENTER> or P to print the labels out.
Or type F for FILE to send the names and addresses to an ASCII
File. The name of the ASCII File is ARCFA. It will be saved in the
current data directory in capital letters.
The ASCII file could then be imported into a Word Processor or
other software to merge with letters, envelopes, etc.
- (F)IXED OR (C)OMMA
- Enter F if the ASCII file needs to be in fixed format.
Enter C is the ASCII file needs to be in comma format.
Note: If the option to print labels for Sites was selected
above, the labels must be printed and cannot be saved to an ASCII
file.
ACCEPT OR CANCEL
- A printer can be selected from the Printer option located on
the menu bar at the top of the screen.
Press <ENTER> to begin printing the report, or / to
cancel.
PRINT ALIGNMENT
- If the labels are to be printed, then you will be prompted for
the PRINT ALIGNMENT test.
Type Y (YES) to print a test label to ensure the printer is
lined up.
Type N (NO) to begin the print run.
COPY THIS FILE TO FLOPPY DISKETTE?
- If the option to SEND TO FILE, was selected above, then the
following prompt appears:
- COPY THIS FILE TO A FLOPPY DISKETTE?
- If YES, then the ASCII file will be copied to the disk
according to:
- ENTER DISKETTE TYPE FROM ONE OF (1, 2, 3, OR 4):
- Select one of the following:
- 3.5", DOUBLE SIDED, DOUBLE DENSITY, 1.44Mb
- 3.5", SINGLE SIDED, SINGLE DENSITY, 720Kb
- 5.25", DOUBLE SIDED, DOUBLE DENSITY, 1.2Mb
- 5.25", SINGLE SIDED, SINGLE DENSITY, 360Kb
If NO, then the ASCII file ARCFA will be created in the current
data directory.
It may manually be accessed by exiting TSI Software.
Topic Keyword: ARCF33