Write Letters from Point of Sale

Manage Letter Templates | Office Integration Overview | FAQs

Point of Sale provides Microsoft Word integration for writing letters to customers and vendors. The letters can include data from the customer and vendor records as well as from documents made for the customer or vendor. A variety of letter templates is provided for your use. You can customize the provided templates and create more of your own.

Letters can be initiated from the I Want To menu in your customer or vendor list or from your document lists. If you want a letter to include data from a document, such as specific item information, the letter must be initiated from that document.

You can create a letter for a single recipient or send letters to a group of selected or filtered recipients.

To write letters:

1. Select the record or documents for which you wish to print letters.

If sending letters to a filtered list, you do not need to select specific records in this step.

2. From the I Want To menu, select Write Letters and then choose to Currently Selected or to Filtered List.

If using the filtered list option, follow the prompts to enter filter criteria to include/exclude customers or vendors. Learn more.

3. Select the template you wish to use for the current printing and select Next.

4. Enter the name and title of the person that the letter will be from and select Next.

The letter(s) are opened in Word. If you are printing multiple letters they are all in a single Word document with each letter starting on a new page.

5. Review and modify in Word if necessary and then print the letter(s).

Notes:

- You can select Modify Template when selecting a template if necessary to customize the template before creating the letters. Learn more about modifying templates.

- If the selected template includes data fields for which no data exists in your Point of Sale records or documents, the fields will be auto-filled with **MISSING <data field>**. Review your letter(s) and edit or remove these fields to complete the current letter. You can remove the fields from the template if you never want them included in future letters.

- You may save the Microsoft Word document if you wish; doing so will not affect the template.

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E-mail Marketing from Point of Sale