Using The Shipments & Labels Tool In Printer's Plan Follow

Microsoft Word is required to use this feature. Apache OpenOffice is an available free alternative. Printer's Plan has an optional feature called the Shipments & Labels Tool that allows for the tracking of shipping data and the creation of shipping labels. If this feature isn't enabled in Printer's Plan trials of the feature can be requested by submitting a support ticket to support@printreach.com.

This Article Covers:

  • Configuring Printer's Plan Data Sources
  • Tracking Shipment Data
  • Printing Labels

Printer's Plan Label Data Source

Set the file path to the local workstation's C:\Printer's Plan folder.

*If not using C:\Printer's Plan Word templates may need to be adjusted. See 'If Data Source Isn't Linked' in the Troubleshooting section below. 

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*This is important for steps later. 

 

Tracking Shipment Data

Open the job and select Shipments & Labels

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Select the item you are creating a record for in the window that opens and in this Shipment window, enter the shipment information for this item.

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Once all data is entered there are two options. 

  • OK: This will save the shipment record
  • OK + Add To Print Queue: This will add the data to the print queue for label creation

Additional records can be stored if split shipments. Typically set the 'Ship To' record to 'Multiple ShipTo' or something recognizable in order to prompt CSRs to check the shipment records.

 

Printing Labels

Microsoft Word Shipping Label Templates with Cloud-Hosted Printer's Plan

Once the shipping record is created and added to the print queue, select 'Print Labels' at the bottom of the window.

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A window will open where you select the template to use for the label. Select a label to generate a label based on the template. 

  • In the Printer's Plan directory there will be a folder called 'Shipments' and within that folder will be another folder labeled 'Templates'. This is the default location for templates. 
  • These templates will be generic by default and will require updating for personalized label creation.

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Once the label template is selected the program you are using will open with the template auto-filled with the shipment record.

Microsoft Word will open. 

 

Troubleshooting

If macros are disabled:

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Click 'Enable Editing' and 'Enable Content' when the warnings appear. The template will need to be closed and re-opened to trigger the merge again.

Enabling Macros

Click 'Macros have been disabled' in the yellow bar when it appears. 

Navigate to 'Trust Center Settings'

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In Trust Center activate 'Macro Settings' and adjust the settings to enable macros. Click OK

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If Data Source isn't linked:

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Re-link the 'Shipping Label.txt' file and save. Re-open to test again. 

If Changes To Template Aren't Saved:

Make sure when you open the template that the file you intend to edit is actually open. Often the template generates a file and you are viewing a different file. Use 'Open File' to select  your word template. 

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This path should be your Printer's Plan directory and is referencing a file called 'Shipping Label.txt'. 

If further troubleshooting is needed, the database itself can be used to identify the location of 'Shipping Label.txt'.

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