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Instructions for Mail-Merge with Microsoft Word 97

(the steps may be different for other versions of Word)


1) Create a merge file using mailing label feature [6,1 from the

Main Menu]. 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. Choose Start and be sure to select the option to create

the "\MERGE1.CSV" file instead of choosing 1,3 or 4-across labels.


2) Open Microsoft Word 97


3) Choose Tools, Mail Merge


In the pop-up window there are three steps to follow:


   A) Main Document

   Choose Create, Form Letters, Active Window. The Data

   Source button will become active.


   B) Data Source

   Click Get Data and drag down to Open Data Source. When

   prompted for a file name, type C:\MERGE1.CSV in the File

   Name entry field and click Open. A dialogue box will

   appear. Select Edit Main Document.


* Important:

* This file name might be different for different version of Shop-Pro


* For Shop-Pro version 9.4 and above this file could be C:\MERGE1.CSV

or A:CUSTLIST.CSV depending on which choice you made.


* If you creat the merge file from a screen in Shop-Pro Other than

the 6,1 screen the file could be C:\CUST4.CSV or C:\MERGE3.CSV etc.


* For Shop-Pro version 9.2 this file could be called C:\MERGE1.JS

* For Shop-Pro version 8.7 this file could be called \MERGE1.JS


   A blank document page will appear. Begin typing the form

   letter. Anywhere information from the merge file is to appear

   click the Insert Merge Field button (to the top and left of

   the document) and drag down the list to the appropriate field

   name; the field name will appear in the document with brackets

   around it. Remember, itþs a good idea to save your work

   periodically. When you are finished:


   C) Merge the data with the document

   Begin merging by clicking the third icon from the right of the

   Merge Task Bar. The icon is a piece of paper with and arrow

   pointing right and three periods. Its to the right of the icon

   with the paper, arrow and printer and to the left of the

   binocular icon.


You should repeat these steps each time you want to do a mailing.