Packing List: How to Create

Modified on 26/02/2015 11:08 AM by Suzanne Coy Categorized as Contacts (People and Organisations), Documents, Templates and Mailmerges, Entries and Entrants, Getting Information Out Of ShowBiz, Memberships and Tickets, Stock Items, Trade Stands

__'''Overview'''__{BR}
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A Packing List typically needs to draw on items purchased across the various "modules" of ShowBiz, e.g. Memberships, Stands, Entries, Stabling etc.{BR}
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This information is available in one place using the main "Contacts Manager" screen.{BR}
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__'''Steps'''__{BR}
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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.{BR}
2. Go to the Sales tab (fourth along the top).{BR}
3. Right-click the “Show Items On Order” list (the one showing stock items from all modules), and then click Select All.{BR}
4. Select the “Affects Search Criteria” button underneath the “Show Items On Order” list.{BR}
5. Click on the main Search button to fill the list.{BR}
6. Right-click the main list and then click Select All.{BR}
7. As a test – click the “Export Ticked Items to Excel” button under the list{BR}
8. Check that the spreadsheet ShowBiz created contains the information you need on purchases in the final four columns.{BR}
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 [^http://help.strident.co.uk/showbiz/AllPages.aspx?Cat=Documents%2c%20Templates%20and%20Mailmerges|here]

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Packing List: How to Create