FlexDMS Help has moved here. This site will close on December 18th.

Adding a New Customer to the Wholesale Parts Customer Mailing List

Autosoft -

Use the Enter/Edit Mailing List button on the Wholesale Customers menu to open the Utility Mailing List screen and manually create a list of names that can be used to print mailing lists and labels. Assign each customer a class (body shop, garage, dealers, retail outlet, etc.). You can then use the entire list or a selected class to print lists and labels for marketing purposes. Because you are manually adding customers to this list, you do not have to edit the entire A/R account database, so you have more control over which customers appear on each list and on the labels you print.

Step 1. From the Parts Inventory main menu, select Special Inventories. The Special Inventories & Maintenance menu opens.

special_inventories___maintenance_menu.JPG

Step 2. Select Wholesale Customers. The Wholesale Customers menu appears.

wholesale_customers_menu.png

Step 3. Click Edit/Enter Mailing List. The Utility Mailing List screen opens.

utility_mailing_list_screen.png

Step 4. In Customer Number, type the customer number you want to assign this customer. Use the first four letters of the customer’s last/prominent name and the first two numbers of the customer’s address (or telephone number, etc.).

Step 5. In Class, type the classification you want to assign this customer. This classification separates the customers into different lists so you can print lists and labels based on the classification.

Step 6. In Name, type the customer’s name.

Step 7. Next, type the customer’s street address, city, state, and ZIP Code/Postal Code.

Step 8. In Attn., type the name that should print on the salutation line of mailers sent to this customer.

Step 9. Type the customer’s phone number in Phone.

Step 10. Click Save to save the information.

0 Comments

Please sign in to leave a comment.