Instructions for Mail-Merge with Microsoft Word
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
While it is merging a progress counter shows at the bottom left of the
You should review the results and do a print-preview to see if it looks
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.