Customer Labels (Forms)

Sage 50 includes the following predefined customer label forms:

• Customer Labels Continuous: Use these labels with continuous-feed labels.
• Customer Shipping Addr Labels: Prints the #1 ship-to address for customers.
• Customer Labels 3x10: Prints customer labels using the bill-to address in a standard 3x10-label format.
• Customer Labels 1x10: Prints mailing labels using the bill-to address of customers in one continuous column.

1. Select Forms from the Reports & Forms menu. Then select Customer Labels and Letters.
2. The Select a Report or Form window will open with the Forms list shown.
3. Select the customer label form you want to print from the Forms list.
4. Click the Preview and Print button located below the sample image of the form.
5. The Preview and Print Customer Labels filter screen will open.

6. Make your filter selections and click the Print/Email button to print the form.

   Note: Click the Refresh List button after opening the filter screen to see the information in the selection grid. Also, be sure to click the Refresh List button after making any filter selections to see the updated information in the grid. When you click Print/Email, forms will print based on the current filter selection criteria regardless of what you may have previously selected in the grid.

On the Print/Email tab, you can select the criteria you want to use to print (or email) the form and use the filter options to refine the results in the selection grid.

Refresh List: Click to refresh the selection grid. You must click this button after opening the filter screen or making any changes to the filter selections to see the correct information in the grid.

Selection Grid: This grid shows all of the customers that meet the filter selection criteria. Select the customers that you want to print labels for from the grid. All of the customers are selected by default. You can manually select and deselect the customers in the grid. You can also use the All and None links above the grid to select all of the customers or deselect all of the customers in the grid. You can change the sorting of the customers in the grid by clicking on the heading of the column that you want to use to sort the customers.

Order labels by: Select the order that you want the labels to print. You can choose to print them in order by customer ID, customer name, zip code in the customer's first ship to address, or zip code in the customer's billing address.

Use this form: Select the form you want to print.

Customize this form: Select this link if you want to customize the selected form. The form will open in the Forms Design window.

Filter customers by: This allows you to further specify the labels that you want to print.

Customer ID: If you want to print labels for a particular customer or range of customers, enter the customer IDs here. If you want to filter for one customer, enter that customer's ID in both ID boxes. Leave this filter selection blank if you do not want to filter by customer ID.

Type: If you want to print labels for a particular customer type or a range of customer types, select Range and then enter the customer types in the From and To boxes. If you want to filter for one type of customer, enter that type in both the From and To boxes. Customer types are specified for each customer on the Maintain Customers window. Select All if you do not want to filter by customer type.

Zip Code: Select All to create labels for customers in all zip codes. Select Mask if you want to create labels for customers in specific zip codes. For example, if you want to create labels for customers with zip code 30316, select Mask and enter "30316" in the zip code field. If you want to create labels for customers whose zip code begins with 303, select Mask and enter "303**" or "303**-****" in the zip code field depending on how you have entered zip codes for your customers.

Active/inactive: You can choose to print labels for active customers only, inactive customers only, or both active and inactive customers. Customers are made inactive by selecting the Inactive checkbox on the Maintain Customers window.

Customers/prospects: You can choose to print labels for customers only, prospects only, or both customers and prospects. Prospects are created on the Maintain Customers window by selecting the Prospect checkbox.

Select the Print Setup tab to assign the default printer for this form and set the page margins. The file name for the form is also shown on this tab. There is an Align button that you can click if you need to adjust the alignment of the form. Tell me more about print setup.