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RE:Customer List To Mailing House


      How to Send a Customer List to a Mailing House

      or create a mail merge file to print from Word

           (Applies to Version 9.4 and higher)


The following instructions for Version 9.4 and up will put a copy of the

mailing list on a diskette that you can give to a mailing house for them

to send out a mailing. Alternatively you could use it to do a mail-merge

using MS-Word


The file is an ASCII file with each field

delimited with quote marks and separated with commas. The first line in

the file defines the order of the fields and any proficient mailing

house will be able to read this file. Note: This is NOT designed for the

mailing house to send mailing list corrections back into the Jewelry



Once you have made the file you can either mail it to the mail-house

on a CD or a floppy or you can attach the file to an e-mail message

that you send to them.


From the Main Menu, choose Reports then Customer Mailing Labels.


Choose any combination of criteria such as Zip Code, Customer Type, etc.

At the very least it is useful to restrict the Zip Code range to 01000-

>99999 to ignore those customers with no zip code. If you have version

8.7 or higher, you can choose the For Total Purchases option, making

sure you choose Yes to recalculate.


Choose Start Printing Labels, choose the Sort method you want (Zip Code

or Last Name) When you are prompted to choose 1, 3 or 4 across labels,

choose instead the A:CUSTLIST.CSV option.  This sends the results to a

file called CUSTLIST.CSV either on the A: drive floppy or the C: drive.

A copy will be put in the JSREPORT folder found on the Windows desktop.

This is a 'Comma Separated Value Text File' that any mailing house can

process and which Microsoft Word can read doing a Mail Merge. To see how

many names are included open the JSREPORT folder and double-click the

CUSTLIST.CSV file and it will probably open in Excel or another

spreadsheet program.


Note that this A:CUSTLIST.CSV option also lets you save the result to

the computer's C: drive - the local hard drive.


NOTE: Ignore the below instructions if the above instructions worked.


The below instructions only apply if the customer list is so large that

it didn't fit on the diskette using the simple method above.


When you are prompted to choose 1, 3 or 4 across labels, choose instead

the C:\MERGE1.CSV option.  This sends the results to a file on the hard

drive called C:\MERGE1.CSV  (in the root directory)


When this has finished, exit the Jewelry Shopkeeper and go to the

black and white COMMAND MENU.


IMPORTANT NOTE: If you don't have a Windows JS-MENU to take you to

the COMMAND MENU,  go to the DOS prompt for the drive where the Jewelry

Shopkeeper is installed and type JS and press Enter.


At the COMMAND MENU, you can view the contents of the file by typing:




To copy the file to a diskette, go to the COMMAND MENU, insert a blank

(formatted) diskette into the A: drive (or substitute B: below for the

B: drive) and type these two lines: (pressing Enter after each line)



(this may respond with "1 file(s) copied")




Where  -a is a dash followed by a lower-case A. After this has finished,

it will show you the percentage by which it compressed the customer file

- something like (75%), done (where 75% indicates the amount the file

was compressed).


To return to Windows, type EXIT and press Enter.                      



After you copy the mailing list to a diskette per the above

instructions, if you want to double-check the names that got put on

the disk follow these steps:


Go to the COMMAND MENU or a DOS prompt and type these lines,

pressing the Enter key after each line:


MD  C:\TEMPJS                   (it's ok if you get DIRECTORY ALREADY EXISTS)

DEL  C:\TEMPJS\MERGE1.CSV       (it's ok if you get FILE NOT FOUND)




Note that when you are in the (usually blue) EDIT screen there is a line

counter at the bottom right corner so you can count how many lines/names

are in your file. You can go to the bottom line by pressing Ctrl-End to

quickly get the line count.