Navigation:  SHOPKEEPER > CUSTOMER LIST >

MAILERS.FAX

Previous pageReturn to chapter overviewNext page

MAILERS.FAX

 

TO MAKE CUSTOMER LIST/LABELS BASED ON CUSTOMER BUYING HISTORIES

(Version 8.7 and Higher only)

 

1) Select Mailing Labels (choice 6,1)

 

2) Choose For Total Purchases Between (choice 5). Leave the

default values 0 to 9999999.99.

 

 

 

MOST OFTEN, USERS ARE TRYING TO TARGET THEIR TOP 2000 (OR SO)

CUSTOMERS REGARDLESS OF THE TYPES OF MERCHANDISE THE CUSTOMER

BOUGHT OR HOW LONG AGO THEY MADE THE PURCHASE. IF THAT'S TRUE FOR

YOU, THEN SKIP STEP 3.

 

 

3) If you're trying to target the mailer to a specific group of

customers then select YES to fine tune the purchases. If

appropriate, fill in the: Vendor, Mfg, Styles, Major class range,

Minor class range, Date range, For single retail prices above or

For sales clerk selections.

 

4) When asked to RECALCULATE PURCHASE TOTALS, answer YES.

 

5) Choose BEGIN PURCHASE REPORT (choice A)

 

A list of customers and their relative ranking will be shown.

Also, their TOTAL PURCHASES, LAST YEARS PURCHASE and TWO YEARS

AGO PURCHASES will be shown for comparison. The address and phone

number are displayed to the far right.

 

Browse down the list until you find the customer name whose RANK

corresponds to the total number of mailers you want to send. In

this example youþd find the customer who's ranked 2000.

 

Write down the customer's TOTAL PURCHASES amount. (ie: $75)

 

6) Choose FOR TOTAL PURCHASES BETWEEN again and type in (in our

example) $75 and $9999999. Answer NO to the FINE TUNE QUESTION.

Answer NO to the RECALCULATE question.

 

7) Begin printing labels or create the mail merge file (Choice S)