Mailing Labels

Owned by Colin.Campbell
Last updated: Feb 08, 2024
2 min read

[Revised May 2012]

There are two options for generating Mailing Labels. From within RxOne you can print simple mailing labels or you can export data for a mail merge in Microsoft Word.

Mailing list labels

Start Menu > Reports > Other Reports > Mailing Labels

A set of address labels for general mailings can be produced for:

  • Customers

  • Doctors

  • Club members

  • Debtors

  • Conditions

  • Drugs

Top doctors

You can produce mailing labels for your top doctors. Once the mailing label dialogue window is open, select Doctors. Tick Top 100 Doctors and select a date range.

Customer Labels

There are many options for customer labels. Some potential uses are the following:

  • You can select a birthday range to send birthday greetings.

  • Approved to receive promotional material. You can select to print mailing labels only for customers that have given you permission to send them promotional material. First mark a person as having agreed to receive promotional material in the Sales screen. After you have entered the customer's name select Edit,  Add/Modify Person Details (Ctrl + D) then tick "Receive Promotional Material".

  •  You can tick 'Inactive client' in POS or Dispensary - clients that are marked as inactive in POS or Dispensary can be excluded from the mailing list

  •  Client Groups - you can select to print mailing labels for customers in different client groups so that you can target advertising materials to different groups and also the customers can choose what promotional material they want to receive. E.g. Monthly Newsletter, Beauty Club, Promotional emails.

Different client groups can be added under the Client Group utility. To add these either go to 1) Edit person detail screen during a sale or 2) in Dispensary, on daily log screen, select Window and then Client Group Utility.

  •  Then once a group of customers has been listed you can show only customers with email addresses or customers without email addresses.

  • E-mail / non e-mail customers - once a group of customers has been listed you can select the option to show only customers with an email address or customers without email addresses.

  • Exporting Mailing Labels - After running the report click on export to save these details so you can do form letters or emails from these details. To see how to do this, go to ' Mail Merge' in Word Help or RxOne Help.

 

There are two new options in this utility: ‘Show People Who Buy Special Product’ and ‘Select

Products’.

 

Mail merge

Prepare the report then 'export for mail merge' which can be used with external mail merge programs to personalise letters etc. Instructions for doing this with MS 'Word' are provided under 'Reports, External'