Gift Orders - Mailware Home Office
Do you take gift orders from a single customer for multiple recipients? Using the instructions below you can create separate packing lists for each gift recipient and a total invoice for the giver. If you use Mailware please see the Enhanced Gift Orders procedures.

Instructions
To use the Gift To feature begin entering an order as usual (we like to search for the customer by using the Find Customer button then clicking the New Order button on the Customer screen).  

1. Enter the usual order information leaving the customer's (gift giver's) name and address in the billing and shipping address areas. Then enter each product ordered. Note: For identical products ordered for different recipients enter each product separately.
    

2. To specify the recipient of an item select a product in the grid, then click the Customize button on the Item Detail tab.

3. In the window that pops up type the recipient's name and address exactly as you would like it to appear on the gift packing list and click OK. For example:

4. Repeat steps 2-3 for each item in the order.
    

5. Uncheck the Print Invoice checkbox to deselect it (this prevents the printing of this order with your regular invoices). 

6. Check the Gift Order checkbox on the Shipping tab. This is used to identify this order as a Gift order when printing special invoices and packing lists (as described below).

7. Finish entering the order (do not click the Save button) then proceed to the next step to print invoices and packing lists.
    

8. After entering the order you can immediately print a Gift Packing List for each recipient (Report #R5260) and a Gift Invoice (#R5270) to send to each giver (Note: You can also print all your packing lists and invoices in a batch by selecting the above mentioned reports from the Reports tab on the Company Database).
   
   Click the Reports Button on the Order screen.
    

9. From the menu that pops up select: 

When the report opens you can enter a date range or simply press Enter at each prompt for today’s date. A packing list of each item for each recipient will preview. You can print these and fold them to fit a #10 window envelope to attach to each shipment.

10. Repeat the above step but select the R5270 Gift Invoice Sender report to print the invoice for the sender. It will include all items with recipient information as well as item and total costs. 

If you need assistance please feel free to ask us for help. You can do so quickly and easily by completing our Technical Support form. We will reply via email.