Printing Reminder Postcards

Use the Print Reminder Postcards feature to schedule and print postcard reminders for your customers. The 3" x 5" postcards inform customers of the following:

Part of their order is available.
Their order is complete.
This is their final notice.

The system automatically generates the appropriate message, based on the order's status and the settings for the Order Return To Bid Parametercontrol maintenance record. You can also customize the cards by adding your own message. For example, add a message listing seasonal hours of business, so customers know when they can stop by to pick up their orders. Each order's Change Log records when a postcard gets made.

Before printing reminder postcards, specify which customers need to get a postcard. This is done using the Customer Calling Queue's Log Call feature. Use this same feature to schedule follow-up phone calls and log phone call comments.

To specify that a customer gets a postcard:

From the Orders > Queues menu, select Customer Calling Queue.
List the desired order on the Customer Calling Queue window.
With the order selected, from the File menu, select Log Call to display the Log Call window. Use this window to specify follow-up details, including whether the customer should get reminder postcards.
In the Next Call field, enter a date.
In the Mail Card field, enter Yes. This indicates that the customer should receive a reminder postcard when reminders are printed.
In the Comments box, enter any additional information you want to print on the cards.
Save your changes and exit the window.

To print reminder postcards:

From the Orders > Printing menu, select Print Reminder PostCards to open the Print Reminder Postcards window.
In the Branch/Territory field, enter the branches or territories for which you want to print postcards. Enter ALL to print postcards for all branches and territories.
In the Selecting Branch field, specify whether to print the postcards based on the selected branch being the Shipping or Pricing branch.
Verify that the Postcard Message field displays the desired message. If not, edit the message, as needed.

You can save a different message for each branch. Each branch's message is active when that branch is selected in the Branch/Territory field.

Change any options, as needed, using the Options menu.
Use one of these options to finalize printing:

File > Print - Sends the postcards to the printer.
File > Hold - Sends the postcards to your Hold file, where they are held for later viewing or printing.
File > Fax - Faxes the postcards.