Post on 08-Jan-2016
description
BSoft’s BSoft’s Customer Label Customer Label
PrinterPrinterThe information pipeline for your company’s The information pipeline for your company’s order customer label printingorder customer label printing
Bringing you what you need..Bringing you what you need..
when you need it!when you need it!
Need mailing labels?
Do you need to Do you need to create create
customer labels?customer labels?
Let BSoft help!!!BSoft’s Customer Label Printer provides you with a
simple, convenient way to print customer labels
Let me show you how it works!!!!
Need
shipping
labels ?
Need to target specific customers in your database?
Don’t sift through Sage’s three page help
document….
BSoft’s Customer BSoft’s Customer Label PrinterLabel Printer
Open “Customer Label Printer”
But that’s not all !!
There are three options available to select the appropriate customers:
Customer
Invoice
or
Product Purchased
BSoft’s Customer Label BSoft’s Customer Label PrinterPrinterThe “Customer” option
allows you to select:All customers
A range of customers
OR
All Categories
A category of customer
That’s only the beginning !!
Additional filters available to target more specific customers
Open balance greater than
YTD transactions greater than
No transaction since
Orders older than
BSoft’s Customer Label BSoft’s Customer Label PrinterPrinter
The “Invoice” option allows you to select customers based on:
Today’s invoice activity
or
A date range
There’s still more !!
Once you have selected today’s invoice activity or a specific date range you may deselect any customers whom you do not need a label for
BSoft’s Customer Label BSoft’s Customer Label PrinterPrinter
The “products” option allows you to select customers based on:
Purchase of a specific part
After a specific dateThis option is best used to inform target customers of
A new companion product
A recall
or
Additional product information
BSoft’s Customer Label BSoft’s Customer Label PrinterPrinterAfter selecting the
appropriate customer base
Select the appropriate printer
and
The formWhen selecting the form, the label form will pop open
Avery 8160 is the default
Click “Print Labels”
BSoft’s Customer Label BSoft’s Customer Label PrinterPrinter
Adding and Adding and Customizing LabelsCustomizing Labels
From any of the From any of the screens, select the screens, select the “Edit” button next to “Edit” button next to the Form fieldthe Form field
The Report Builder The Report Builder Form Editor will appearForm Editor will appear
From this screen you From this screen you can create and can create and customize new labels customize new labels and save them to use in and save them to use in the Print Customer the Print Customer Labels programLabels program
BSoft’s Customer Label BSoft’s Customer Label PrinterPrinter
Let’s see how it all works together !!
All customer information that is available on BusinessWorks O/E Invoice is available on Customer Label Printer
This works with sheet labels and most dedicated label printers
Label information can also be printed directly onto envelopes
BSoft’s Customer BSoft’s Customer Label PrinterLabel Printer
Example 1Example 1I want to mail out reminders to
all customer with an open balance greater than $3500
Let’s try another example !!
Select “Print Labels”The software will tell you how many customer labels will be printed based on your criteria
Just print!!
BSoft’s Customer Label BSoft’s Customer Label PrinterPrinter
Example 2Example 2I want to mail out this weeks’ customer invoices
Select invoice tab
Invoice date
Date range
It’s really that simple!!!
Select “Print Labels”
Select “OK”
BSoft’s Customer Label BSoft’s Customer Label PrinterPrinter
Does It All Does It All Throw away the three page process for
doing labels out of BusinessWorks
Easily generate mailings for Marketing Product updates Collections
Customer label information at your fingertips
Let our software work for you!!!
Find out more!Find out more!www.bsoftintegrators.comwww.bsoftintegrators.com
OrOr
Contact your Sage BusinessWorks Contact your Sage BusinessWorks partner for more informationpartner for more information