Overview
A Packing List typically needs to draw on items purchased across the various "modules" of ShowBiz, e.g. Memberships, Stands, Entries, Stabling etc.
This information is available in one place using the main "Contacts Manager" screen.
Steps
1. Go into the Contact Manager (not the Membership, Stands or Entries Manager), and use whichever filters you need to find the contacts to send a packing list to. The first three tabs (i.e. running across the top of the Contact Manager) are likely the most useful for this report.
2. Go to the Sales tab (fourth along the top).
3. Right-click the “Show Items On Order” list (the one showing stock items from all modules), and then click Select All.
4. Select the “Affects Search Criteria” button underneath the “Show Items On Order” list.
5. Click on the main Search button to fill the list.
6. Right-click the main list and then click Select All.
7. As a test – click the “Export Ticked Items to Excel” button under the list
8. Check that the spreadsheet ShowBiz created contains the information you need on purchases in the final four columns.
9. If this works – then you can use the MailMerge Manager to setup templates that point to the same information. More information on Mail Merging in ShowBiz can be found in the webpages listed
here