Pastel Partner allows you to mail your customers and supplier database, and to create and print customer, supplier, and inventory labels, in two ways:

  • You can use the Note facility to create the relevant files.  This does not require any external software, but you have limited formatting capabilities.
  • You can use this function to create letters in Microsoft Word.  These letters can use any of Word’s formatting abilities.

Once you create the letters in this function, you print the letters or labels via the relevant View menu functions, i.e.:

View… Customers… Monthly

View… Suppliers… Monthly

View… Inventory

To access this function:

Select the Utility… Microsoft Office integration… MS Word – Create and Manage Letters and Labels menu option.

This function runs as an Assistant.

Once you select this function, the Option Selection screen displays.

You can create, edit, or delete:

  • Customer and supplier letters
  • Customer and supplier labels
  • Inventory labels

To create a letter or label:

  1. Choose one of the create options, and click the Next button.
  2. The system displays the Create screen.  Click the Create button.
  • The standard Windows Save dialog box opens.  Enter the name for the new document and click OK.  The system saves the document in the company data folder.
  • The Assistant then closes, and opens Microsoft Word.  The Mail Merge toolbar displays.
  • You now create the letter or label.  When you wish to use a data field, click the insert Merge Fields icon, and choose the field from the Database Fields list.
  • Once you complete your editing of the document, save it.

To edit a letter or label:

  1. Choose one of the edit options, and click the Next button.
  2. The system displays the Edit screen.  Click the Edit button.
  3. The standard Windows Open dialog box opens, in the company folder.  Select the document.
  4. The Assistant then closes and opens Microsoft Word.  The Mail Merge toolbar displays.
  5. You now edit the letter or label.  When you wish to use a data field, click the insert Merge Fields icon, and choose the field from the Database Fields list.
  6. Once you complete your editing of the document, save it.

To delete a letter or label:

  1. The system displays the Delete screen.  Click the Delete button.
  2. The standard Windows Open dialog box opens, in the company folder.  Select the document.
  3. Confirm that you wish to delete the file.
  4. The Assistant deletes the file and closes.
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