bsoft’s customer label printer

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BSoft’s BSoft’s Customer Label Customer Label Printer Printer The information pipeline for your The information pipeline for your company’s order customer label printing company’s order customer label printing Bringing you what you need.. Bringing you what you need.. when you need it! when you need it!

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BSoft’s Customer Label Printer. The information pipeline for your company’s order customer label printing Bringing you what you need.. when you need it!. Do you need to create customer labels?. Need to target specific customers in your database?. Need shipping labels ?. - PowerPoint PPT Presentation

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Page 1: BSoft’s  Customer Label Printer

BSoft’s BSoft’s Customer Label Customer Label

PrinterPrinterThe information pipeline for your company’s The information pipeline for your company’s order customer label printingorder customer label printing

Bringing you what you need..Bringing you what you need..

when you need it!when you need it!

Page 2: BSoft’s  Customer Label Printer

Need mailing labels?

Do you need to Do you need to create create

customer labels?customer labels?

Let BSoft help!!!BSoft’s Customer Label Printer provides you with a

simple, convenient way to print customer labels

Let me show you how it works!!!!

Need

shipping

labels ?

Need to target specific customers in your database?

Don’t sift through Sage’s three page help

document….

Page 3: BSoft’s  Customer Label Printer

BSoft’s Customer BSoft’s Customer Label PrinterLabel Printer

Open “Customer Label Printer”

But that’s not all !!

There are three options available to select the appropriate customers:

Customer

Invoice

or

Product Purchased

Page 4: BSoft’s  Customer Label Printer

BSoft’s Customer Label BSoft’s Customer Label PrinterPrinterThe “Customer” option

allows you to select:All customers

A range of customers

OR

All Categories

A category of customer

That’s only the beginning !!

Additional filters available to target more specific customers

Open balance greater than

YTD transactions greater than

No transaction since

Orders older than

Page 5: BSoft’s  Customer Label Printer

BSoft’s Customer Label BSoft’s Customer Label PrinterPrinter

The “Invoice” option allows you to select customers based on:

Today’s invoice activity

or

A date range

There’s still more !!

Once you have selected today’s invoice activity or a specific date range you may deselect any customers whom you do not need a label for

Page 6: BSoft’s  Customer Label Printer

BSoft’s Customer Label BSoft’s Customer Label PrinterPrinter

The “products” option allows you to select customers based on:

Purchase of a specific part

After a specific dateThis option is best used to inform target customers of

A new companion product

A recall

or

Additional product information

Page 7: BSoft’s  Customer Label Printer

BSoft’s Customer Label BSoft’s Customer Label PrinterPrinterAfter selecting the

appropriate customer base

Select the appropriate printer

and

The formWhen selecting the form, the label form will pop open

Avery 8160 is the default

Click “Print Labels”

Page 8: BSoft’s  Customer Label Printer

BSoft’s Customer Label BSoft’s Customer Label PrinterPrinter

Adding and Adding and Customizing LabelsCustomizing Labels

From any of the From any of the screens, select the screens, select the “Edit” button next to “Edit” button next to the Form fieldthe Form field

The Report Builder The Report Builder Form Editor will appearForm Editor will appear

From this screen you From this screen you can create and can create and customize new labels customize new labels and save them to use in and save them to use in the Print Customer the Print Customer Labels programLabels program

Page 9: BSoft’s  Customer Label Printer

BSoft’s Customer Label BSoft’s Customer Label PrinterPrinter

Let’s see how it all works together !!

All customer information that is available on BusinessWorks O/E Invoice is available on Customer Label Printer

This works with sheet labels and most dedicated label printers

Label information can also be printed directly onto envelopes

Page 10: BSoft’s  Customer Label Printer

BSoft’s Customer BSoft’s Customer Label PrinterLabel Printer

Example 1Example 1I want to mail out reminders to

all customer with an open balance greater than $3500

Let’s try another example !!

Select “Print Labels”The software will tell you how many customer labels will be printed based on your criteria

Just print!!

Page 11: BSoft’s  Customer Label Printer

BSoft’s Customer Label BSoft’s Customer Label PrinterPrinter

Example 2Example 2I want to mail out this weeks’ customer invoices

Select invoice tab

Invoice date

Date range

It’s really that simple!!!

Select “Print Labels”

Select “OK”

Page 12: BSoft’s  Customer Label Printer

BSoft’s Customer Label BSoft’s Customer Label PrinterPrinter

Does It All Does It All Throw away the three page process for

doing labels out of BusinessWorks

Easily generate mailings for Marketing Product updates Collections

Customer label information at your fingertips

Let our software work for you!!!

Page 13: BSoft’s  Customer Label Printer

Find out more!Find out more!www.bsoftintegrators.comwww.bsoftintegrators.com

OrOr

Contact your Sage BusinessWorks Contact your Sage BusinessWorks partner for more informationpartner for more information