BOOKNET: CUSTOMERS
CORRESPONDENCE
Setup and Use Customer Correspondence
Overview:BookNet can produce customer correspondence in the form of a letter, an email, or inclusion on a
phone list, to advise customers when special orders or reservations are available for collection.
This document is designed to guide the user through the setup and usage of Correspondence.
Process:Setup
Step 1- Set Correspondence Letter:
1. Open Setup > Shop defaults
2. Select Shop
3. Click on Correspondence
4. Enter Letter print controls (5, 5, 5, 0
and 75 respectively)
5. Tick Print shop name and address? This
parameter prints details on top of letter
which are recorded in Address – Shop
parameter
6. Drop Letter type box and select Special
Orders for collection
7. Type text required to print as body of
letter
8. Click OK
9. Click Save, then Quit and OK
Step 2- Set Fonts/Escape codes:
1. Open Setup > Fonts and Escape
Codes
2. Click Open File
3. Click Yes to use current file
4. Double click on Reference Letter to
examine
5. Ensure Windows spooler and Portrait
orientation are selected
6. Max lines per page = 90
7. Click Maintain
8. Click on [10cpi]
9. Typeface = Courier New, Set point size
to 11, click OK
10. Click on [12cpi]
11. Typeface = Courier New, Set point size to
14, click OK
12. Click on [17cpi]
13. Typeface = Courier New, Set point size to
16, click OK
14. Click Letter Quality
15. Typeface = Courier New, Set point size to
11, click OK
16. Click OK
17. Click Save and click OK
Please check the UGPARAM.INI file to determine where the Escape file is reading from:
(ESCAPE=). If it is reading from the local PC drive then the ESCAPE.V04 file will need to be copied to
the PC directory of each machine. Alternatively, if you are running Terminal Services and this is
pointing to a shared area, please ensure that the ESCAPE.v04 is there. Please contact the support
desk if you need further clarification of this.
© 2006 UniLink Data Systems Pty Ltd
V06.06 / cu_correspondence.doc
BOOKNET: CUSTOMERS
CORRESPONDENCE
Setup and Use Customer Correspondence
Step 3- Set Print Controls:
1. Open Setup > Printer references
2. Drop printer Reference box, select
LETTERS (if not present, go to step 6)
3. Press Tab
4. Ensure
Printer type = LETTER
Print file Type= Spooler
Printer/file name= <SPOOLER>
5. Click OK to finish
6. To setup the LETTERS printer reference;
Type LETTERS press Tab
Type Printer description=
CORRESPONDENCE
Select Printer type = LETTER
Print file Type= Spooler
Printer/file name= <SPOOLER>
Click OK to Save
Step 4- Assign Printer selection:
1. Open View > Printer select
2. Select Document Type - Address
Labels/Correspondence
3. Choose Printer assignment - Printer
Reference pre-specified below
4. Drop Printer Reference box and select
LETTERS CORRESPONDENCE (If you
require the Windows printer spool
option, tick this box as well)
5. Click OK
ONCE STEPS 1 TO 4 ARE COMPLETE, EXIT BOOKNET AND RESTART
CREATE CORRESPONDENCE
1. Open Customers > Correspondence
2. Tick action required – Letters and/or
email
3. Tick Customers to include
4. Choose Letter sequence
5. Elect to exclude Customer Types if
required
6. Click Print
NOTES:
~ Letters and lists will only include new transactions since the Correspondence settings have
been saved in BookNet
~ Non-account special orders will not print letter correspondence (as address details have
not been saved)
~ Correspondence can only be printed once
~ With default settings selected, BookNet looks at the Customer account for details in this
order:- 1st: Email 2nd: Address 3rd: Phone number (ie.If no email is present, but an address
is, a letter will be produced. If there is neither an email address nor mailing address saved,
BookNet will look for a phone number and this will print on the Summary).
© 2006 UniLink Data Systems Pty Ltd
V06.06 / cu_correspondence.doc
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