271 lines
16 KiB
HTML
271 lines
16 KiB
HTML
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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
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<html>
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<head>
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<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
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<meta name="generator" content="Adobe RoboHelp 2019">
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<title>Print Mailing or Shipping Labels</title>
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<link rel="StyleSheet" href="../../qbpos.css" type="text/css">
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<style type="text/css">
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/* FORCE ALL FONTS TO 12PT */
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* { font-size: 12pt !important; }
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body, p, li, ol, ul, div, span, td, th, h1, h2, h3, h4, h5, h6 { font-size: 12pt !important; }
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</style>
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<style title="hcp" type="text/css">
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<!--
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span.hcp1 { color:#c0c0c0; }
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span.hcp2 { font-weight:bold; }
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img.hcp3 { border:none; }
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table.hcp4 { vertical-align:top; }
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tr.hcp5 { vertical-align:top; }
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td.hcp6 { padding-right:10px;
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padding-left:10px; }
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ul.hcp7 { list-style:disc; }
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font.hcp8 { font-weight:bold; }
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span.hcp9 { font-style:italic; }
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ol.hcp10 { list-style:decimal; }
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-->
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</style>
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</head>
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<body><a name="642b3b9347ca42c9b00b820c00c373fa=1"></a>
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<script type="text/javascript" src="../../ehlpdhtm.js" language="JavaScript1.2"></script>
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<p class="Help-Heading-1">Print Mailing or Shipping Labels</p>
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<p class="Help-Text"><a href="basic243.htm">Printing Overview</a> <span class="hcp1">|</span> <a href="../../qbpos_help_and_support/helpandsupport15.htm">Printing FAQs</a> <span class="hcp1">|</span> <a href="basic_tagdesigns.htm">Supported label styles/sizes</a></p>
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<div>
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<p style="text-align: right; font-family: Arial, sans-serif; color: #800000;"><span>Basic</span> </p>
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</div>
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<p class="Help-Text">You can print mailing or shipping labels from your customer list, from individual customer records, and from the Customer Center.</p>
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<p class="Help-Text">(Pro) You can also print shipping labels from sales receipts and customer orders.</p>
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<p class="Help-Text"> </p>
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<p class="Help-Heading-2">Print a Label for an Individual Customer</p>
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<p class="Help-Text">From the customer list, display the customer details. In the Addresses section, select one of the entered addresses from the drop-down list and then click <span class="hcp2">Print Label</span>.</p>
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<p class="Help-Text">With this option, you can print a mailing label for one, all, or a selected group of customers.</p>
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<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" id="a1">Step-by-step instructions <img src="../../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp3"></a></p>
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<div class="droptext" id="POPUP294494376" style="display: none;">
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<table cellspacing="0" bgcolor="#FFFFEC" class="hcp4">
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<col style="width: 100%;">
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<tr class="hcp5">
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<td style="width:100%;" class="hcp6">
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<ol>
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<li class="p-Help-Steps">
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<p class="Help-Steps">Display your customer list or an individual customer record.</p>
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</li>
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<li class="p-Help-Steps">
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<p class="Help-Steps">If on an individual customer record, select <span class="hcp2">Print Label</span> below the customer address fields. Pro users can print using either the Bill To or Ship To address.</p>
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</li>
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</ol>
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<p class="Help-Indent" style="font-weight: bold;">OR</p>
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<p class="Help-Indent">If in the customer list, select the customer or customers for which you wish to print labels and then select <span class="hcp2">Print</span> <span class="hcp2">Labels</span> from the Print menu.  <a href="javascript:void(0);" id="a4" onmouseover="if (parseInt(navigator.appVersion) >= 4 && typeof(BSPSPopupOnMouseOver) == 'function') BSPSPopupOnMouseOver(event);" class="BSSCPopup" onclick="BSSCPopup('../basic_list_multiselect.htm.htm');return false;">How do I select multiple customers?</a><img src="../../image/yellow_up.gif" alt="Click to display a popup topic" width="10" height="12" border="0" class="hcp3"></p>
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<ul class="hcp7">
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<li class="p-Help-Nested-List">
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<p class="Help-Nested-List">You may find it helpful to <a href="../basic262.htm">filter</a> the list to display a specific group of customers, such as by ZIP code or last purchase date, before selecting.</p>
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</li>
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<li class="p-Help-Nested-List">
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<p class="Help-Nested-List">If you intend to print labels for all customers, you do not have to select them. You can specify that option in the next step.</p>
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</li>
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</ul>
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<ol start="3">
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<li class="p-Help-Steps">
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<p class="Help-Steps">Specify or change options in the Print Labels dialog:</p>
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</li>
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</ol>
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<ul>
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<li class="p-Help-Nested-List">
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<p class="Help-Nested-List">Change the printer to be used, if necessary</p>
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</li>
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<li class="p-Help-Nested-List">
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<p class="Help-Nested-List">Specify if printing for selected customers or all displayed customers</p>
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</li>
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<li class="p-Help-Nested-List">
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<p class="Help-Nested-List">Specify the number of labels to print for each customer</p>
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</li>
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<li class="p-Help-Nested-List">
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<p class="Help-Nested-List">Preview and/or change the label template used (select <span class="hcp2">More Options</span>, if necessary, to access)</p>
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</li>
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</ul>
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<ol start="4">
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<li class="p-Help-Steps">
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<p class="Help-Steps">Select <span class="hcp2">P</span><font class="hcp8">rint</font> or <font class="hcp8">Preview</font>.</p>
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</li>
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<li class="p-Help-Steps">
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<p class="Help-Steps">If printing to sheet labels, specify a label start position (for printing on partial pages of labels) and then select <font class="hcp8">Continue</font>. If necessary, you can also align your printer from this dialog.</p>
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</li>
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</ol>
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<p> </p>
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</td>
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</tr>
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</table>
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<p> </p>
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</div>
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<p class="Help-Text"> </p>
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<p class="Help-Heading-2">Print Mailing Labels from the Customer Center</p>
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<p class="Help-Text">Printing labels from the Customer Center gives you the added advantage of being able to create a mailing campaign list filtered by customer record information and/or by sales data. Labels printed from the Customer Center always use the customers' billing addresses.</p>
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<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" id="a2">Step-by-step instructions <img src="../../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp3"></a></p>
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<div class="droptext" id="POPUP250903436" style="display: none;">
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<table cellspacing="0" bgcolor="#FFFFEC" class="hcp4">
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<col style="width: 100%;">
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<tr class="hcp5">
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<td style="width:100%;" class="hcp6">
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<ol>
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<li class="p-Help-Steps">
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<p class="Help-Steps">On the home page Navigator, click <span class="hcp2">Customer Center</span>. The Customer Center is opened.</p>
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</li>
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<li class="p-Help-Steps">
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<p class="Help-Steps">In the Reach Out to Your Customers section, click <span class="hcp2">Print Mailing Labels</span>. The Print Mailing Labels wizard is opened.</p>
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</li>
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</ol>
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<p class="Help-Indent">The wizard includes the following pages. Click <span class="hcp2">Next</span> when ready to move to the next page.</p>
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<ul class="hcp7">
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<li class="p-Help-Nested-List">
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<p class="Help-Nested-List"><span class="hcp2">Choose Campaign Type:</span> Select one of the predefined mailing campaigns or choose <span class="hcp2">Custom</span> to define other criteria:</p>
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</li>
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</ul>
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<ul>
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<li style="list-style: none; display: inline;">
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<ul style="list-style: square;">
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<li class="p-Help-Bulleted">
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<p class="Help-Bulleted"><span class="hcp2">Recent Purchase</span>Include only customers that have made a purchase in the last <span class="hcp9">x</span> number of days (enter x).</p>
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</li>
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<li class="p-Help-Bulleted">
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<p class="Help-Bulleted"><span class="hcp2">No Activity</span>Contact only customers that haven't made a purchase in <span class="hcp9">x</span> number of days (enter x). Optionally, you can also elect to include only those customers that have made at least one purchase from you anytime.</p>
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</li>
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<li class="p-Help-Bulleted">
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<p class="Help-Bulleted"><span class="hcp2">Merchandise Interest</span>Contact only customers that have made a purchase from a particular department or vendor. Click the <span class="hcp2">Select Department/Vendor</span> button to specify which department/vendor. Optionally, you may limit the sales period to the last x number of days.</p>
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</li>
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<li class="p-Help-Bulleted">
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<p class="Help-Bulleted"><span class="hcp2">Custom</span>This selection presents two additional pages for entering specific filter criteria. On the first, you can filter for any information stored in your customer records (city, ZIP Code, customer type, charge account customers, etc.). The second page allows you to filter for information contained in your customer sales history. Click <span class="hcp2">Help</span> on these pages for assistance.</p>
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</li>
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</ul>
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</li>
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<li class="p-Help-Nested-List" style="list-style: disc;">
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<p class="Help-Nested-List"><span class="hcp2">Review Customer List</span>: This page displays a proposed list of customers based on your selections. By default, all customers in the proposed list are selected for inclusion in the final list (<img src="../../image/checkbox_icon.gif" alt="Checkbox indicating a selected customer" width="12" height="11" border="0" class="hcp3"> = selected). You can remove customers from the final list by clearing their checkboxes. Clear/select checkboxes by clicking on them or by using the button options on the right.</p>
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</li>
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</ul>
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<ol start="3">
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<li class="p-Help-Steps">
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<p class="Help-Steps">Specify or change options in the Print dialog:</p>
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</li>
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</ol>
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<ul>
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<li class="p-Help-Nested-List">
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<p class="Help-Nested-List">Change the printer or printer properties, if necessary</p>
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</li>
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<li class="p-Help-Nested-List">
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<p class="Help-Nested-List">Specify the number of copies (labels) to print for each customer</p>
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</li>
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<li class="p-Help-Nested-List">
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<p class="Help-Nested-List">Preview and/or change the label template used (select <span class="hcp2">More Options</span>, if necessary, to access)</p>
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</li>
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</ul>
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<ol start="4">
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<li class="p-Help-Steps">
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<p class="Help-Steps">Select <span class="hcp2">P</span><font class="hcp8">rint</font> or <font class="hcp8">Preview</font>.</p>
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</li>
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<li class="p-Help-Steps">
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<p class="Help-Steps">If printing to sheet labels, specify a label start position (for printing on partial pages of labels) and then select <font class="hcp8">Continue</font>. If necessary, you can also align your printer from this dialog.</p>
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</li>
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</ol>
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</td>
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</tr>
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</table>
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<p> </p>
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</div>
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<p class="Help-Text"> </p>
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<p class="Help-Heading-2">Print Shipping Labels from a Sales Receipt or Customer Order (Pro)</p>
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<p class="Help-Text">You can print shipping labels from a receipt or customer order. If you use Shipping Manager, special considerations apply as explained below.</p>
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<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" id="a3">Directions <img src="../../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp3"></a></p>
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<div class="droptext" id="POPUP299856447" style="display: none;">
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<table cellspacing="0" bgcolor="#FFFFEC" class="hcp4">
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<col style="width: 100%;">
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<tr class="hcp5">
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<td style="width:100%;" class="hcp6">
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<ol class="hcp10">
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<li class="p-Help-Steps">
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<p class="Help-Steps">Enter a customer and shipping information on the <a href="../../qbpos_shipping/shipping_info.htm">receipt</a> or <a href="../../qbpos_shipping/shipping_shipmgr_estimates.htm">customer order</a>.</p>
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</li>
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<li class="p-Help-Steps">
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<p class="Help-Steps">Select <span class="hcp2">Options</span> in the Shipping Info area on the document and then choose <span class="hcp2">Print Store Mailing Label</span>.</p>
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</li>
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</ol>
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<p class="Help-Indent">If you used <a href="../../qbpos_shipping/shipping_shipmgr.htm">Shipping Manage</a>r to add the shipping information to the document, select <span class="hcp2">Re-print <Carrier> Shipping Label</span> from Options instead.</p>
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<ol start="3" class="hcp10">
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<li class="p-Help-Steps">
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<p class="Help-Steps">Specify or change options in the Print dialog:</p>
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</li>
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</ol>
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<ul>
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<li class="p-Help-Nested-List" style="list-style: disc;">
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<p class="Help-Nested-List">Change the printer to be used, if necessary</p>
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</li>
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<li class="p-Help-Nested-List" style="list-style: disc;">
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<p class="Help-Nested-List">Specify if printing for selected customers or all displayed customers</p>
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</li>
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<li class="p-Help-Nested-List" style="list-style: disc;">
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<p class="Help-Nested-List">Specify the number of labels to print for each customer</p>
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</li>
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<li class="p-Help-Nested-List" style="list-style: disc;">
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<p class="Help-Nested-List">Preview and/or change the label template used (select <span class="hcp2">More Options</span>, if necessary, to access)</p>
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</li>
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</ul>
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<ol start="4" class="hcp10">
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<li class="p-Help-Steps">
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<p class="Help-Steps">Select <span class="hcp2">P</span><font class="hcp8">rint</font> or <font class="hcp8">Preview</font>.</p>
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</li>
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<li class="p-Help-Steps">
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<p class="Help-Steps">If printing to sheet labels, specify a label start position (for printing on partial pages of labels) and then select <font class="hcp8">Continue</font>. If necessary, you can also align your printer from this dialog.</p>
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</li>
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</ol>
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<p class="Help-Text"> </p>
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</td>
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</tr>
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</table>
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<p> </p>
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</div>
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<p class="Help-Text"> </p>
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<p class="Help-Heading-2">Print Shipping Manager Labels (Pro)</p>
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<p class="Help-Text">If you use Shipping Manager to make shipments, a shipping label that includes tracking information and scannable bar code is automatically printed when entering the shipment.</p>
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<p class="Help-Text">Laser/inkjet and thermal printers are supported by Shipping Manager. The printer and options for Shipping Manager labels are set up in Shipping Manager, not in Point of Sale preferences. See <a href="../../qbpos_shipping/shipping_shipmgr.htm">Shipping Manager Overview and Setup</a>.</p>
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<p class="Help-Text">The Zebra LP2844 thermal printer, a Point of Sale <a href="../../qbpos_equipment/equip_tagprntrlist.htm">compatible</a> printer that can print 4" x 6" shipping labels, is also ideal for use with Shipping Manager.</p>
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<p class="Help-Text"> </p>
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<p class="Help-Heading-2">Notes:</p>
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<ul>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">A default label printing template and options can be specified on the Documents & Printers page of <a href="../../qbpos_workstation_preferences/wsprefs03.htm">workstation preferences</a>. This selection does not apply to labels printed from Shipping Manager.</p>
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</li>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">For information about ordering labels directly from QuickBooks Desktop, refer to the <a href="../../qbpos_help_and_support/helpandsupport20.htm">ordering supplies</a> topic.</p>
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</li>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">(Pro) A shipping label can be printed from any of the shipping addresses entered on the customer record. When shipping information is added to a sales receipt, the shipping information, including carrier and tracking number is printed on the receipt given the customer.</p>
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</li>
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</ul>
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<p class="Help-Text" style="font-weight: normal;"><a href="basic_printing_shippinglabels.htm">Back to top</a></p>
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