Fastbase Accounting System - Online Manual Customer Sticky Labels |
Document 103292/1
Entered Mon, 26 May 2003 16:17 by
Updated Wed, 17 May 2006 10:28
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Go to Reports -> Labels -> Customer Sticky Labels.
This program is designed to print labels for a selected list or range of customers.
If you are wanting to print customer labels onto standard label paper, please view our documentation regarding label printing with Microsoft Office (Word & Excel). Customer_Sticky_Labels.pdf
Account Selection:
Enter "List" to manually build a list of customers to print labels for.
Enter "Standard Selection" to use the standard customer selection screen which will include all customers by default.
When creating a list press the "New" button on the right hand side of the screen and enter the customers to print labels for. Enter the number of labels required.
When printing labels for customers based on the standard selection you can also filter the customers by overdue only (see below). You can also choose which address(es) to print (see below).
Selected Customers:
Select the customers to report on. The default is "All Customers". See Selecting Accounts for Reports & Processing.
Print Address?
Select which address to print on the label(s).
Select the "Postal Address" (default), "Delivery Address" or "All Delivery Addresses".
Overdue Only?
The default is for all customers, regardless of whether they are active or overdue.
Select "All Customers" (default), "All active customers only (non-zero balance)", "30 days & over customers", "60 days & over customers" or "90 days & over customers".
Label Type:
Select one of the sticky label options available. This depends on the type of label paper you have. Typically an A4 sheet of sticky labels contains 2 across the page and 16 labels down the page.
There are 2 export options available for mail merge or other purposes, Standard Details (output in CSV format #1) and Mail Merge (output in CSV format #2). These options create a data file to be imported into another application for processing (eg: Mail Merge).
The standard details (csv format #1) output file contains the following information:
Customer Number, Customer Name, Address Lines 1-4.
No headings or other formatting are included in the file.
When the Mail Merge option is used, a csv data file is created in a specific format which can be imported into another application for processing. The output file has the following headings:
"CODE" - customer number
"NAME" - customer name
"ADDRESS1", "ADDRESS2", "ADDRESS3", "ADDRESS4" - address lines 1-4
"OVERDUE" - overdue amount (amount overdue based on the Overdue selection above).
Starting Label:
When printing labels you can specify a starting label. This only applies when printing labels on A4 sheets and some have already been used.
You can experiment with printing labels on blank A4 paper before printing on the label paper.
Print...When you select this option you will be asked to specify the printer or output file name (in the case of creating CSV export files).
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