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JMI.TXT

 

Jewelry Marketing Institute Thank You Card Program

===================================================

 

Shopkeeper version 9.6 can create customer export files for mailings and

puts them in the JSREPORT folder which is on the Windows Desktop.

These files are relatively small (and easily emailed)

 

Whenever you do the export the filename is MERGE1.CSV (or MERGE2.CSV)

However, before you email them to Jewelry Marketing Institute we suggest

that you rename the file to something like "James-Sons-June-Purchase" or

"James-Sons-June-Repairs"  etc.

 

Note that you should rename them Before doing the next export - otherwise

the 2nd export would likely overwrite the first (they would NOT add

together)

 

These files are .CSV (comma separated value) files.

 

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To create a BIRTHDAY/ANNIVERSARY LIST:

--------------------------------------

 

A)

Choose 6,9 (special events)

Choose 4 to specify events

Choose 6 to specify month and day.

 

Choose A to read: \MERGE2.CSV

 

Choose Start.

 

B) Go to the Windows Desktop. Choose My Computer. Open the C: drive.

Right click the MERGE2.CSV file.

Choose SEND TO.

Choose Mail Recipient.

 

TO: jporte01@aol.com

Subject: ABC Jewelers SPECIAL EVENTS list for [month]

 

***********************************************************

 

 

To Send a List of Customers with REPAIR purchases

-------------------------------------------------

A)

Choose 6,1 (mailing labels)

Choose 6 (purchases btwn: 1 to 9999999)

Answer Yes to fine tune.

 

!!!!!!! here's the repair part !!!

Fill in your major code range that corresponds to repairs

(eg. 900->999 or 950-999 or 1-99 -- whatever you use.)

 

Fill in a date range: 12/1/2004 -> 12/31/2004

Don't fill in other criteria.

 

Answer Yes to Re-calculate.

 

Choose Start Labels. Choose Last Name.

 

Choose C:\MERGE1.CSV

 

B) Go to Windows. Choose My Computer.

Open the C: drive.

Right click the MERGE1.CSV file.

Choose SEND TO. Choose Mail Recipient.

 

TO: jporte01@aol.com

Subject: ABC Jewelers REPAIRS for [month]

 

***********************************************************

 

 

To Send a List of Customers who Purchased Items

-----------------------------------------------

 

 

A)

Choose 6,1 (mailing labels)

Choose 6 (purchases btwn: 1 to 9999999)

Answer Yes to fine tune.

 

!!!!!!! here's the sales part !!!

Fill in your major class code range that corresponds to inventory

items (eg. 1->899, 100->999, etc.)

 

Fill in a date range: 12/1/2004 -> 12/31/2004

Don't fill in other criteria.

 

Answer Yes to Re-calculate.

 

Choose Start Labels. Choose Last Name.

 

Choose C:\MERGE1.CSV

 

B) Go to Windows. Choose My Computer.

Open the C: drive.

Right click the MERGE1.CSV file.

Choose SEND TO. Choose Mail Recipient.

 

TO: jporte01@aol.com

Subject:ABC Jewelers SALES for [month]