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Getting Started with Keeper
 » Inventory Keeper
 » About Keeper Help
 » Configuring Keeper
 » Technical Support
Data
 » Categories
 » Suppliers
 » Inventory
 » Salespersons
 » Printing Price Tags
Sales
 » Sales Invoices
 » Sales Analysis
Customers
 » Customers Lists
 » Printing Labels
Reports
 » Sales Summaries
 » Consignor Statements
 » Salesperson Statements
Housekeeping
 » Compacting Database
 » Locking Screen
 

Customers Lists

To get to the Customer List screen click the Customer List tool Customer List or use the Databases | Customers menu sequence.

To Add a Customer:

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1. Click the New Customer tool New Customer on the toolbar or use the Edit | New Customer menu sequence. The New Customer tool will remain depressed and the [Enter] button will appear.

2. Enter the customer's Name - up to 35 characters. You can make the name easier to look up by entering the person's last name first. If you use a semicolon between last name and first name Keeper will reverse the name when it prints a mailing label. In other words, "Whitman; Jane" will come out on a mailing label as "Jane Whitman."

3. Enter the customer's street Address, City, State and Zip code. If you send e-mails to your customers you might want to enter the customer's E-Mail address. Enter the customer's Phone number.

4. If there's special information you want to keep about this customer, enter it in the Notes box.

5. If the customer is looking for specific merchandise, enter a very concise description of the merchandise in the Wish List box. When you add new inventory you can use the Search Wish List feature to find customers who've asked for a specific item.

6. Click [Enter].

If you make a mistake and want to start over click the New Customer tool a second time.

When you’ve finished entering new customers click the New Customer tool on the toolbar or use the Edit | New Customer menu sequence a second time.

To Find a Customer:

1. Make sure neither the New Customer tool nor the Edit Customer tool is depressed.

2. Enter a Customer Name (or partial name) and press <Enter>.

3. To move around in the file use the up-down spin button or use <Home>, <End>, <Pg Up> or <Pg Dn>.

To look at all customers:

a. Click [Browse].

b. Use the Customer Browse screen scroll bar to find what you want.

c. Click the customer line you want.

To Edit a Customer:

1. Click the Edit Customer tool Edit Customer on the toolbar or use the Edit | Edit Customer menu sequence. The Edit Customer tool will remain depressed and the [Enter] button will appear.

2. Make the changes.

3. Click [Enter].

To Delete a Customer:

Click the Delete Customer tool Delete Customer on the toolbar or use the Edit | Delete menu sequence.

To Print a Customer Mailing List:

Click the Print Mailing List tool Print Mailing List on the toolbar or use the File | Print Mailing List menu sequence to get to the Print Customer Mailing Labels screen.

Creating and Editing label Layouts:

Keeper comes with the definition for an Avery 5560 label. This is a standard 8 1/2 by 11 inch, 10 row by 3 column label sheet with 30 labels on it. The measurements Keeper supplies for this label may need slight adjustments for your printer. You'll have to try it out by printing a sheet of labels and then adjust as necessary.

To create a new label sheet definition you need a ruler that will measure tenths of an inch.

1. In the Label Name box, type a new name. If you don't type a new name before you save the label definition, Keeper will simply update the Avery 5560 label definition or whatever other label definition you're showing.

2. Enter the values in the Label Dimensions frame:

Rows: Enter the number of labels down the page.

Columns: Enter the number of labels across the page.

Indent From Top: Measure from the top edge of the label sheet to the point on the first label where the top of the Postnet barcode or the tops of the characters in the first line of text should fall. This is an approximation. You’ll probably have to adjust after a trial run. The actual measurement needs to be from the logical top of the page. That point isn’t visible and varies from printer to printer.

Indent From Left: Measure from the left edge of the label sheet to the point on the first label where printing should begin. This is another approximation that will need to be adjusted after a trial run.

Row Difference: Measure from the top of one label down the page to the top of the next.

Column Difference: Measure from the left edge of one label across the page to the left edge of the next.

Type Size: This may need adjustment after a trial run. 12 point type is “pica” type on a typewriter. 10 point type is “elite.”

3. Click the [Save Label Type] button.

You can save definitions for as many label types as you wish. Once you’ve saved a type you can recover its dimensions by clicking the label name in the Label Type box.

To edit a label definition:

1. Click the name of the definition in the Label Type box.

2. Make the changes you need to make to the values in the Label Dimensions frame.

3. Click [Save Label Type].

To delete a label definition:

1. Click the name of the definition in the Label Type box.

2. Click the [Delete Label Type] button.

Keeper won't let you delete the last label definition.

Printing labels:

1. Check the Label Name box to make sure it shows the name of the label sheet you're preparing to print. If the label name is wrong click the correct name in the Label Type box.

2. If you're going to begin printing on a partial sheet of labels, in the Start Printing At frame, enter the Row and Column where you want to start printing on the first sheet of label stock. By using the Row and Column boxes you can go back to a label sheet that's partially used and fill in the rest of the sheet.

3. If you want to print Postnet barcodes on your labels click the Print Postnet Barcodes check box.

4. If you're printing a large number of labels and you want to stop to check your work after each sheet, click the Stop Between Sheets check box. After it's printed the first sheet of labels, Keeper will stop and give you a choice of printing another label page and stopping, printing all remaining label pages, or quitting.

5. Select the range of customers for which you want to print labels. By default, Keeper will print labels for all your customers. You can select a different Start With Customer and End with Customer range using one or more of the following methods:

a. Enter a name or partial name in the appropriate box and press <Enter>.

b. Use the spin buttons in the appropriate frame.

c. Use the Browse button to bring up a full customer list, then click the customer line you want.

6. Click the [Print] button. If you're printing less than a full sheet of labels the printer won't eject the page, but the Row and Column boxes will show the position on the label sheet where the next label would be printed. When you exit the Print Customer Mailing Labels screen the label page will eject.

To View and Print a List of Customer Purchases

To view a list of customer purchases click the Show Sales tool or use the Edit | Show Sales menu sequence. The Sales screen will appear with a list of the customer's sales for the year.

To print the list click the [Print] button.

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