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MERGWORD.SMP

 

Instructions for Mail-Merge with Microsoft Word

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These work for Shop-Pro version 9.7 and higher

 

First, you need to create the MERGE1.CSV file (list of customers)

from within Jewelry Shopkeeper. Choose 6,1 for Mailings and

then Start, then sort by Last Name then MERGE1.CSV

 

Start MS Word version 95 or higher.

 

Open the sample merge file template file - e.g. 5160lab.doc

for standard 3x10 labels with the format of Avery 5160 labels;

env2000.doc for envelopes using MS Word 2000 or higher

v95env.doc for envelopes in other versions of MS Word

 

These template files are in the COMPLINK.JS folder on the drive

where Jewelry Shopkeeper is installed.

 

Choose Tools, Mail Merge

 

The sample file is configured to find the customer list

in C:\MERGE1.CSV  but if you have the file in another location

or have changed the name - Select the Get Data button and

change the file name.

 

Choose Merge then Merge again to send the results to a new document on

screen.

 

While it is merging a progress counter shows at the bottom left of the

screen.

 

You should review the results and do a print-preview to see if it looks

ok.

 

You should test print just a couple of pages on plain paper to verify

that the format is ok.

 

If you have successfully done the above steps before and know that

the format is fine then in the above Merge step you can change the

"Merge To:" option to "printer" instead of "new document". This can

save you extra time - especially if you have a large list of several

thousand. If you have a large list you may even have memory problems

merging to a new document.

 

If you want to change the format of the labels, such as the font,

change the template document - e.g. 5160lab.doc - before you merge.

 

 

If you merge to a "new document" you never have to save the resulting

large document since you can always recreate it.