MLP - MAILING LIST PRINT

To open MLP, press <Alt M> ("Menu") and follow the Menu path illustrated below, then press <Enter>, or simply enter <MLP> in the "Enter Program Name" field and press <Enter>.

 

 

Regular - Skip the Inventory Tracking Routine

Mailing List Print Screen

Note:    If you are not consistently tying the sales to the mailing list telephone number, the ability to include or exclude certain customers on the mailing list labels, reports, or ASCII files will not be accurate.

Note:   Mailing list labels conform to the standard setup by the U.S. Post Office.

Title:

When printing labels, you can enter a "Title" line (Example: "Rev." or "Mr."), or, if you press <Enter> and leave this field blank, no title line will be printed on labels.

Include Customer Codes:

Put customer codes in the mailing list that you want to include on labels, report or ASCII file.  If you press <Enter> and leave this field blank, all codes will be included.

Exclude Customer Codes:

Put customer codes in the mailing list that you do not want to include on labels, report or ASCII file.  If you press <Enter> and leave this field blank, no codes will be excluded.

Customer Activity Dates:

You may limit the labels, report, or ASCII file by entering a range of customer activity dates.  This looks at the last activity date of the customer and, if the date on the last activity is in the range of dates entered, the customer will be included.

Include Zip Codes:

You may limit the labels, report, or ASCII file by entering a range of zip codes.  All customers with zip codes within the range entered will be included.  If you leave these fields blank, all zip codes will be included.

Include Cust. who spent Between:

Enter a range of dollar amounts spent, and only customers who have spent within the range entered will be included.  If you leave these fields blank, the labels, report, or ASCII report will not be limited by dollar amount.  If you enter a minus dollar amount, customers who have not purchased anything will be printed.

Include Categories:

The default, 001-999, will include all categories.  You may print a range of categories plus specific categories by using a comma to separate the specific categories and a hyphen for a range.

  Example: 51-55,63,70

Min. Transactions:

You may limit the labels based upon a minimum transaction count.

Example:  Customers who have frequented the store more than six times this year.

Include Sales for:

When limiting the labels, report, or ASCII file to customers who have purchased certain dollar amounts, you may choose to compare the dollar amounts to the current purchases, last year’s purchases, or the total purchases.  The default is "Total."

Original Setup Dates:

Enter a beginning date and ending date, and all mailing list customers who were setup between the dates entered will be pulled to the labels, report, or ASCII file.  If you leave these fields blank, the customers will not be limited by the setup dates.

Skip Secondary Household

You can skip secondary people within a household.

Limiting Birthday Month

Limit the report to people who have a birthday in a particular month.

Print Format:

You can choose to print reports or labels, to create an ASCII file or to send E-mails to targeted customers.  

Note:    BSMGR’s E-mail is an optional feature and is only available for Windows users at this time.  Call the BSMGR sales department if you are interested in purchasing this feature.

The default print format is "Report."  The number of records pulled will be displayed.

Notes:   

  • The ASCII file created is NAMES.ASC and will be in the BOOK directory.
  • The "U.S.PostNet Labels" option prints labels with barcode.
  • You have the option of printing a one-line or two-line report.
  • One-line report - includes the following information:  The name, addresses 1 and 2, city, state, zip code, and last activity date.
  • Two-line report - includes the same information, plus the following:   The date opened, current transactions, last year’s transactions, total transactions, codes (customer types, and will also include the first two department purchase codes), and telephone number.                                                          

Sort By:

You can sort by zip code, customer name or, if you choose to sort by purchases, the dollar amount of purchases will print on the report.  The default is "Zip."

 

Note:   For Windows users only (particularly if using a dot matrix printer):

When printing labels, if print alignment is "off," you can adjust the alignment at the "Column Offset" pop-up window by entering a number, which will shift the alignment by the number of spaces represented by this number.

Examples:   By entering the number 1 in this field, the second and third columns will shift over by one space each.  In turn, the third column will shift over one additional space (total of two spaces).  If the number 2 is entered, these columns will shift two spaces each, with the third column shifting an additional two spaces (total of four spaces).

Example: Column Offset 1

Example: Column Offset 2

Note:    If, after choosing to print, you wish to cancel and discontinue printing, press the <Esc> key.  A message, "Stop this Print Rtn?", will be displayed   Select "Yes" and the program will be canceled.  Select "No" and it will continue printing.  When canceling, some printing may still be in the printer spooler.  You will need to turn off the power to the printer to discontinue this printing.

 

Tracking - Certain Item(s) or Promo #s

After you choose the desired tracking method, the following screen will be displayed:

Enter the date that the items have been sold since and select "Continue F5."

By Item

After selecting "By Item" and entering the date that items must have sold since, enter all of the valid item numbers for individual items you are tracking.  (The items must have a "Y" in the "Track" field in IVM.)  You may enter up to twenty items, and the labels, report, or ASCII file will be limited to these items.  Select "Continue F5" to sort.  After the sort is completed, the "Mailing List Print" screen will be displayed for you to fill in according to the parameters of your choice.  You may Print to Printer or Print to Screen.

By Author

After selecting "By Author" and entering the date that items must have sold since, enter all of the valid authors you are tracking.  (The items by these authors must have a "Y" in the "Track" field in IVM.)  You may enter up to ten authors.  The authors’ names must be the same as entered in the "Auth/Artist" field of items by these authors in IVM.  However, you may use a "wild card."  (To use a wild card, put in the last name of the author with an asterisk, in order to find all the variations of the name.)

Example:    "OKE*" would find authors OKE, OKE J, OKE J., and OKE JAN.

Select  "Continue F5" and the labels, report, or ASCII file will be limited to these items.  After the sort is completed, the mailing list print screen will be displayed for you to fill in according to the parameters of your choice.  You may Print to Printer or Print to Screen.

By Promotion

After selecting "By Promotion" and entering the date that items must have sold since, enter all of the promotion numbers you are tracking. You may enter up to ten numbers.  The items you are tracking may have a promotion number in the "Promotion #" field in IVM or, at POS, you can put all the items of a transaction on a promotion number.

Select "Continue F5" and the labels, report, or ASCII file will be limited to these items. After the sort is completed, the mailing list print screen will be displayed for you to fill in according to the parameters of your choice.  You may Print to Printer or Print to Screen.

 

Duplicates -Those with duplicate addresses

Enter the number of characters of the address you want to compare.  (You may enter up to twenty.)  Select "Continue F5."  A message, indicating the number of records that have been pulled, will be displayed.  The report will be sorted by zip code and will show the following information:

Name, Addresses 1 and 2, City, State, Zip Code, and Last Activity Date.

You may then edit the MLM masterfile to delete the duplicate addresses.