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Table of Contents (on this page)

Table of Contents
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Introduction

The Account Mailing List provides an up-to-date listing of accounts and

/or

ship-to references to aid applicable employees in the laboratory.

This document provides instructions on selecting a report, defining the print criteria (how the report will

either

print or view), and then

either

printing or viewing the report.

Procedure

From the Optifacts main menu:

Type Select Option 5 - Report Generators and press enterEnter.

Type Select Option 1 - Customer Database Reports and press enterEnter.

Type Select Option 5 - Account Mailing List and press enterEnter.

A screen displays the first of several prompts that will define how the report will either view or print.

  • Perform the appropriate action on this screen as per the instructions below:
Note:
Info

The first six fields identified below display only if multiple

company

companies,

branch

branches,

and/

or territory codes exist in the system. If only one company, branch, or territory exists, the first field to display on this screen will be the “First Account code to be printed” field.

Image Removed

First Company code to be printed

.Type

- Enter the desired code

and press enter

.

Last Company code to be printer

.Type

- Enter the desired code

and press enter

.

Info
Note:

This field will display only if multiple company codes exist in your system.

First Branch code to be printed

.Type

- Enter the desired code

and press enter

.

Last Branch code to be printer

.Type

- Enter the desired code

and press enter

.

First Territory code to be printed

.Type

- Enter the desired code

and press enter

.

Last Territory code to be printer

.Type

- Enter the desired code

and press enter

.

First Account code to be printed

.Type

- Enter the desired code

and press enter.Type ALL

or press * (asterisk) to print all accounts.

Last Account code to be printer - - Enter the desired code. If you selected ALL above, then you will not see this prompt

Type the desired code and press enter

.

Alphabetic/Numeric listing (A/N)?

Type A and press enter

- Press “A” and Enter for alphabetical listing

.Type N and press enter for a numerical listing

or “N” for numerical.

Output to screen only (Y/N)?

Type Y

– Enter “Y” to display the report on screen

.Type N

or “N” to print

the report to a printer

.

Narrow/Wide/Other size label (N/W/O)

.Type

- Enter the desired

entry and press enter

option.

Number of lines per inch (2, 3, 4, 6, 8, 12)?

Type

– Enter the desired

entry and press enter

option.

Number of characters per inch (5, 6, 7, 8, 10, 12, 13, 17)?

Type

– Enter the desired

entry and press enter

option.

Number of copies of mailing lists?

Type

– Enter the desired

entry. and press enter.

option.

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Printing/Viewing the Report.

Once you respond to all prompts, the screen may go blank out for a few seconds. 

Then, one of the following actions will occur.

  • If you selected select to print the report, the report will print to the designated printer.
  • If you selected select to view the report, the following message displays:

“Press Return to View or CTRL/A to abort viewing.”

  • To Press Enter to print the report press Return.

When completed, the following message displays:

"File

“File had finished printing.

"

  • Continue generating reports, or press escape to exit.Escape to exit.

To view and, or download these instructions as a PDF file, click on the following document image.

View file
nameAccount Mailing List.pdf
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