Customer Mailing Labels 3up
This module will allow you to print a mailing label for every Customer in the RollMaster System. It can be customized in many ways in order to allow you to perform target mailings. This mailing label report is formatted for 3up laser printer label sheets and can also be exported to Excel-you will need to select the Excel Printer option prior to entering this module. Use 1 inch x 2 5/8 inch laser labels/30 per page. When you enter this module, an A/R Customer Labels screen will appear as follows:
The default settings above will prompt automatically when you first enter this module. If you make no changes, the system will print a label for every Customer. As you make selections in the fields at the top, you will see those defaults change in the white box below. You can make multiple selections to customize the labels. At the Customer ID (1) field, if you only want to print a label for a specific Customer, use the button to perform a look up, otherwise leave the default setting. The Salesperson (2) option will allow you to only print labels for Customers tied to a specific Salesperson. The Territory (3) option will allow you to customize labels by a specific Territory. At the Zip Code (4) field, you can type a single zip code to print labels only for Customers in that Zip Code. The Invoice/Quote (5) option will allow for printing labels based on whether a Quote exists for a Customer, or for all Customers that have been Invoiced in the system. The Date Range (6) fields are tied to the option above and will allow you to set a date range for the Quote or Invoice. The Product Code (7) field will allow for customizing by a specific Product Code. The Branch (8) field will allow you to customize by a specific Branch. At the Ship To Address (9) field, you can leave it blank to include labels for all Ship To Codes for each Customer, type “XXXX” to not print any labels for Ship To Codes, or type in a specific Ship To Code. The Job Type (10) field will allow for printing labels for a specific Job Type.
The checkbox (11) options, Print Customer ID and Print Phone Number, will only appear on the labels if checked. Prior to printing, you have the option to run a Test Print to make sure the labels are lined up properly. When you are ready to begin printing, click the Print button. If you selected the Excel printer, then the system will prompt an Excel file with the data.
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