salessupportnewscompanycontact
Back to: Home : Support



 
  Back to Front Office Questions

 

 


Printing Mailing Labels Through Excel or Word

First Resort will not print 3 across laser labels or custom sizes, i.e., for check-in folders, without first EXPORTING the file from First Resort and saving the resulting file as a .txt (TEXT) or .xls file. If you EXPORT the file from First Resort, it will write an "ASCII, Comma Delimited Formatted File" which will then allow you import into a spreadsheet, label program or word processor to do the Mail Merge. If you use a .txt file and go right to Word, you will lose the first label because Word uses it to create the label format.


Creating the export file - automatically Comma Delimited
The file can be created in a number of places within First Resort, depending upon what information you want. Here are some of the types of labels available:

  1. Mailing Labels - Miscellaneous - Print or Display Names or Labels (M,P)
  2. Mailing Labels - Business AP Vendors - Print Mailing Labels for AP Vendors (C,R,M)
  3. Mailing Labels -Guests - Print or Display Mailing Labels or Addresses (R,T,M)
  4. Mailing Labels - AR Customers - Print Mailing Labels for AR Customers (A,R,M)
  5. Mailing Labels - Property Management AP Vendors - Mailing Labels for AP Vendors (E,R,M)
  6. Mailing Labels for Owners - Print Mailing Labels or Envelopes for Owners (P,T,M)
  7. Mailing Labels for Travel Agents - Print Mailing Labels or Envelopes for TAs (R,T,M)
  8. Mailing List - Create by Add (merge) Reservations to Mailing List (R,O,V)

Example - Guest Mailing Labels

  1. In First Resort from the Application Selection Menu Screen choose R,T,M
  2. At this screen choose R
  3. On the next screen make the appropriate choices for the labels you want and the date range you wish to print from, then press F10
  4. On the next screen choose F for printing to a file, then press F10
  5. Now you will be asked to name the file. Remember to include the .txt or .xls. Using .xls will make it easier to find in EXCEL, WHICH SHOULD BE THE FIRST STEP. Give it a name of 8 or less characters. Since you may be doing this more than once, you might want to consider something like labMMDD.txt, where MMDD is the date you printed that file. The file will be saved in the same directory as First Resort - usually accounts. It's usually somewhere on your network drive. Make sure you know where it is so you can find the file.

Another idea for Custom Labels - these are created by using First Resort letter logic
By using the R-S option, you can chose to export a file with information which you have created (and collected) using a custom letter file created in First Resort thru S-L. This might be a check-in label you want in a 2 X 4 format. If you use this option, enter F at the Enter DISPLAY, PRINT, VIEW, or CANCEL :V: location. Even though it doesn't appear as a choice, it will allow you to create the export file. Below is an example of letter logic for a label from SE folios:

{QSE}{QE}{NFF}{END}{QF}{RL}
"{FNAME-}","{LNAME- }","{FADDR1-}","{FADDR2-}","{FADDR3-}","{FCITY}","{
}","{FSTATE}","{FZIP }",
{QF}{NFF}{END}

After you have created the letter logic in S-L, use the R-S screen and choose the folios for which you want to print (LT, ST, SE). Then choose 0 (zero) for the Other Forms option to print the letter (label). Enter F at the Enter DISPLAY, PRINT, VIEW, or CANCEL :V: location (even tho it doesn't appear as a choice, it will allow you to create the export file.) Press F10. Enter the date span you want to cover, then Y to confirm the dates. Follow Step 5 above to create the export file.

Opening the Exported File in Excel

  1. Open Excel and click on File then Open and then look for the file you just created in the Accounts folder or wherever your First Resort files are located. If you have used the extension .xls you will not need to change the type of file you are looking for, if you used .txt, make sure you change the file type to Text file.
  2. Double click on the file, the Import Wizard will appear. These files are in Comma Delimited format. Click Next and check the Comma box. Click finish.
  3. The data should come on the screen in columns. You can adjust the column width it you like. You should Right Click on the 1 in the top row to highlight it and then choose to Insert a blank row. Add column headings for each column. These will be the field names you bring into Word to create the labels.
  4. When you have the column headings in place, click on file and Save As. Save the file as an Excel workbook (.xls). It will be saved in the same location as the original file!

Creating the labels in Word

  1. Choose TOOLS then MAIL MERGE then CREATE.
  2. Choose MAILING LABELS and click on ACTIVE WINDOW. Then Click on GET DATA and OPEN DATA SOURCE. On this screen, you will probably need to change the "Files of Type" box to look for .txt or .xls files.
  3. Find the EXPORTED file you created and named in First Resort. It will be in the Accounts directory on the drive where First Resort is located. When you find the file, highlight it and click OPEN. Click SET UP MAIN DOCUMENT in the next window.
  4. You can choose or change the label format from the options in the dialogue box. 5660 is the 3 across format.
  5. In the next window, CREATE LABELS, you can format your own labels with each field from the export file. You can pick each field from the Insert Merge Field list - WORD knows the names of the fields from your export file. If you have used Excel, they will be the column headings. You can grab any field and bring it down into the place you want it. Edit the location and setup on the label with carriage returns or commas or text.
  6. The next step is MERGE. Click on Merge, make sure you mark the box not to print blank lines, then Click on Merge again on the next screen.
  7. You will see now the labels in the Word window formatted exactly as you designed them. You can edit the font size or type.
  8. When ready, choose the FILE/PRINT from the tool bar just as would any other document you would want to print. It may be a good idea to do a test print or Print Preview to ensure alignment!
 
To make comments or report problems with this site, please contact webmaster@firstres.com.

firstres.com is published by First Resort - An Instant Software Company
155 South Side Drive, Suite 1 | Basalt, CO 81621 | Ph: 800.872.3771
Copyright 2002. All Rights Reserved.

SALES | SUPPORT | NEWS & EVENTS | NEWSLETTER | JOBS | COMPANY