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Pulling a Wholesale Customer to the Utility Mailing List

Autosoft -

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


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


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


Step 4. Type the existing wholesale customer's customer number in the Customer Number field. The customer’s information populates the screen.

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

Step 7. Click Save to save the information.


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