Word merge

Sage 50 - Mail merge to Word

This guide assumes that you have already done the following:

Open Word and open the tools menu select mail merge. Create your main document as you would normally, you can do labels envelopes or letters. Choose Get data and Open Data source, click on the MSQuery Button.

Double click on your sage data source 

Select the Sales Ledger table and choose the fields you want to be able to merge into your document and follow the wizard, you can filter on fields so, if you included the turnover figure you could restrict you customer list to those who spent more than a certain amount.

When you return to your document you can now use insert field to add your merge fields from sage into your document and print as normal.

Any problems please use feedback quoting the page reference "mailmerge"