Manage customers window - Label Preferences tab

From Customers, select Manage customers, find customer record, and select Label Preferences tab

Label Preference Code

(required) Specifies a product label preference code. Select the right side of the cell to display a drop-down list of defined codes. These codes are defined by your administrator.

Suppress Label

Enable to suppress printing the label. Select the right side of the cell to display a drop-down list and select Yes or No.

Salutation Code

Specifies the code for the salutation text you want to print on the label. This field is enabled if salutation text has been defined for at least one salutation code. It will be read-only if no salutation text has been defined. Select the right side of the cell to display a drop-down list of defined codes.

Suppress Name

Enable to suppress printing the customer's name on the label. Select the right side of the cell to display a drop-down list and select Yes or No.

Address

(required) Select the address that will print on the label:

  • Preferred Mailing Address - Select this address to print the customer's preferred mailing address.
  • Preferred Billing Address - Select this address to print the customer's preferred billing address.
  • Specific Address - Select this address if you want a specific address to print on a label. Selecting Specific Address enables the cell under the Specific Address column for the given row.

Select the right side of the cell to display a drop-down list of addresses.

Specific Address

Select the specific address that will print on the label. Select the right side of the cell to display a drop-down list of specific addresses.

To display the Label Preferences tab

Label Preferences functionality is not applicable for customers that have no address data, and the Label Preferences tab is disabled for customer records that do not have a defined address. The tab enables once you save an address to the database for the customer. The Label Preferences tab is disabled (read-only) when the Manage customers window is in the data entry mode.

The Label Preferences tab displays only after meeting label preferences have been set up by your administrator.

To enter a label preference

  1. Open a customer's record in the Manage customers window.
  2. Select the Label Preferences tab.
  3. Select the empty Label Preference Code field to display a drop-down arrow.
  4. Select the drop-down list and select the label preference code you want to use.
  5. Tab to the Suppress Label field and select Yes or No from the drop-down list.
  6. Tab to the Salutation Code field and select the salutation code for the salutation text that you want to print on the label.

    7. Note: Salutation text is defined for salutation codes on the Salutations tab, and the Salutation Code field enables only if salutation text has been defined for at least one salutation code. If no salutation text has been defined, the Salutation Code field will be read-only.

  7. Tab to the Suppress Name field and select Yes or No from the drop-down list.
  8. Tab to the Address field and select the address that you want to print on the label. For example, select Specific Address if you want to use an address other than the Preferred Mail or Preferred Bill address. If you select Specific Address, the Specific Address field will enable.
  9. (Required only if Specific Address is selected in the Address field) Tab to the Specific Address field and select the Specific Address that you want to print on the label. The addresses listed include all of the customer's defined addresses.
  10. Click Save.

To edit a label preference

  1. Open a customer's record in the Manage customers window.
  2. Select the Label Preferences tab.
  3. Make any necessary changes.
  4. Click Save.

To delete a label preference

  1. Open a customer's record in the Manage customers window.
  2. Select the Label Preferences tab.
  3. Select the row you want to delete and press Delete on your keyboard.
  4. Click Save.