Printing the Reports

Printing Rolodex Cards

You can print rolodex cards for customers using the (+A) Special Customer screen. You access the (+A) screen through the Keyop Menu.

Note: When printing rolodex cards, you should use continuous form cards.

1. In the (+A) screen, select the [R] Print Rolodex action code.

2. In the By Cust field, type Y to print each customer's card, one at a time. This lets you view and confirm each customer's information before the card prints.
   
   To print all the cards at one time, type N.

3. Use the Customer From and To fields to limit the rolodex cards to a particular group of customers by specifying a range of account numbers. Any customer records within the specified range of account numbers are included.
   
   To print rolodex cards for all your customers, press Enter. Go to Step 6.
   
   To not limit using account numbers, tab to the Y-T-D Sales From $ field. Go to Step 4.
   
   To limit the rolodex cards to customers whose account numbers fall within a specific range, enter the beginning customer account number in the Customer From field. Tab to the Dept field.
   
   To specify a department for the beginning account number, enter the department and press Tab.
   
   In the corresponding Customer To field, enter the ending account number and tab to the Dept field.
   
   To specify a department for the ending account number, enter the department and press Tab.

4. In the Y-T-D Sales From $ and To $ fields, you can limit the rolodex cards to customers within a particular range of sales figures. To skip this limit, tab to the Credit Limit field in the Select On column. Go to Step 5.
   
   To set this limit, enter the beginning of the range in the Y-T-D Sales From $ field. Tab to the corresponding To $ field. Enter the end of the range and press Tab.

5. Use the Credit Limit $ field in the Select On column to set additional limits. For example, you may want to print rolodex cards for customers in a particular state. Tab to the State field in the Select On column. Enter the state abbreviation and tab past the Change To column.
   
   To skip this limit, press Enter. Go to Step 6.
   
   To set this limit, tab to the appropriate field and enter the appropriate setting. Tab past the Change To column. You can limit by as many fields in the Select On column as you want.

6. At the Are You Sure prompt, type Y.

7. At the Copies prompt, enter the number of copies to print.

8. At the Printer prompt, enter the logical name of the printer to use.

9. At the Print Labels In Acct Number Order, type N to print the cards in customer name order.
   
   To print in customer account number order, type Y.

10. The following information displays for each customer that meets your limits:

11. Customer number

12. PO flag

13. Department number

14. Discount type

15. Customer name

16. Discount percentage

17. Status code

18. Contract level

19. Salesperson number

20. Taxable status

21. Route

22. Tax district

23. Location

24. Remote ID.

If you specified N in the By Cust field in Step 2, cards for all the customers that meet your limits print. Go to Step 11.

If you specified Y in the By Cust field, each customer that meets your limits displays, along with the Print This One prompt. To skip a customer, type N. To print a customer's card, type Y.

The following information prints on each card:

• Customer name

• Taxable flag

• Address

• Discount type

• Account number

• Discount percentage

• Department number

• Contact name

• Salesperson number

• Phone number

• Status code.

11. At the End Of Records prompt, press Enter to return to the action code field. To return to the (+) screen, press Esc twice.

Return to:

Customer Reports

See also:

In the (+A) Screen

Using the (+A) Screen