COMPULINK 3300 Overland Avenue, Suite 201 § Los Angeles, California 90034 § 310 × 204 ×
5121
These are the
instructions for printing a mailing based on how much the
customers have purchased.
From the Main Menu choose Reports,
Mailing Labels and fill in a range of dollar
values for the Year-to-Date Purchases Between:
[choices 6, 1, 5]. Make the range 50 and 9999999 for
customer year-to-date purchases greater than $50. Note
that the customer returns are recorded as negative sales
and have reduced a customer's year-to-date sales total.
Sometimes the mailing list
you want is more complicated than a simple year-to-date
purchases list. Jewelry Shopkeeper has a feature to
calculate a total purchase retail dollar amount for each
customer.
For example, to make a
mailing list of customers who have purchased certain
merchandise types such as rings, watches or
appraisals, or if you want the list to only include
customers who made purchases in a certain date range,
or if you want the list to include only those customers
who have made a certain amount of total purchases
since sales have been typed into the Jewelry Shopkeeper.
From the Main Menu, choose Reports,
Sales Reports then Customer Sales Reports
[choices 6, 2, 5]. Fill in the For Vendors, For
Brands, For Brand Style Numbers, For Major Class Codes,
For Minor Class Codes, For Dates Sold, For Prices Greater
Than selections as necessary. If you want an accumulated
totals to only include sales in a certain time range, for
instance Christmastime, fill in For Dates Sold between
10/20/95 and 12/24/95. The For Prices Greater Than
choice can be mis-interpreted. If you type a value in
this choice, only sales items that have a value greater
or equal to that value will be added to the customer's
calculated retail purchase totals. If you type $50 in for
this choice and a customer had a $25 repair and a $300
jewelry purchase, the calculated purchase total will
report only $300, not $325. (as an extreme example, if
you type in $1000 and a customer has bought ten $900
rings, they will all be ignored for a purchase total of
$0!) Any customer returns are subtracted from the
customer's total calculated purchase total. Leave the For
Prices Greater Than choice $0 to have the calculated
purchase total include all purchases for this customer
(within the date or category ranges selected.) Choose
Fill in Calculated Purchase Totals (see mailing label
screen) to have Jewelry Shopkeeper begin calculating
each customer’s purchase total. Calculating the
total may take a few minutes depending on the number of
selections you've made. Remember Jewelry Shopkeeper is
going through all the previous year sales.
Once calculating is
complete, exit back to the Main Menu and select Reports,
Customer Mailing Labels (choice 6, 1). Fill in For
`Calculated' Purchases Between choice. You may choose
the For Customer Names, For Zip Codes, or For Customer
Types in conjunction with the Calculated Purchases
Between feature. Now you can print a mailing list or
create a merge file.