How it Works

When the customer screen is open hold Ctrl and press H. A dialog will open with the last 20 customer accounts you viewed. Double click one to open it.

The feature is perfect for finding records when you only have partial information, or need to search on an unusual field.

Tip: To search for a blank value select a field on the left and on the right enter "" (double quotes). Select Exact Match and click OK. This is a good way to find records that are missing data - e.g., Customers without email addresses.

1. On any major screen (Orders, Customers, Products) click the Filter icon on the toolbar.
    
2.  In the dialog that opens select a field on the left. On the right enter a Field Value or a range to search on. You can enter all or part of a value. Select a Search Type.
    
3. Repeat step 2 for each field you wish to use. Note: If you select more than one field the results must match all of them (e.g., If you select First Name and Last Name then all results will match both values)
    
4. Click OK and you will be returned to a Filtered version of the screen. Use the Navigation buttons on the toolbar to move through the matching records.

1. Close any open Mailware windows (orders, customers etc.) and any additional Mailware workstations on your network.
    
2. Click the Tools item in the text menu then select Backup.
    
3. In the dialog that opens simply click OK to backup your data to the default location or click the ... button to browse to a different location (e.g., a Zip Drive or other off system device is a good idea).

Click the icon next to the email address on the customer screen. Your email program will open with the send address pre-filled.

Note: To manage batches of orders use the Process Orders Action.

1. Open any order.
2. Click the Order button.
3. Select the action you wish to perform.

Or,

4. Select an item on the order you wish to edit.
5. Click the Item button and select the action you wish to perform.

1. Open any order.
2. Click the Setup button.
3. Choose an item to edit (e.g., Order Message)
4. Add each item you wish. To add a new item press the down arrow.
5. Click Close to save your changes.

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6. From any order click the Details button.
7. Select an item you created from the pulldown or enter:

• an alternate order number (note: these are updated automatically with most imported orders)
• Hold Order date (the order will not appear in Process Orders until that date)
• Gift Message. 

You will need a keyboard wedge style wand with a hardware decoder. We recommend one of the following:

• Zebra Scanners
• Zebra Wedge Wands

You can purchase wands online at Provantage too.

1. When entering products be sure to use the bar code as the Product Number. You can either type this number or wand it using a bar code reader.
    
2. To enter a product on an order tab to the Product grid and wand the item.
    
3. To take inventory open the Adjust Inventory Action from the Company Database. You can set the action to increment (adjust by) the quantity by 1 if you wish to wand each item. Or, use the Change To method to wand an item then enter a quantity.

Context sensitive help is available for most screens. Just press the F1 key while the screen is open. If your questions is not answered there or on our web site please feel free to use our Tech Support online form.

All = All versions of Mailware including Home Office, 1 = Mailware Version 1, 2 = Mailware Version 2