Creating Templates for Vendor Letters

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• You can print letters to all or some of your vendors using a ‘Merge’ feature.

• To use this feature, you must first create your template letters in Rich Text Format.

• You can use either Microsoft Word or WordPad to create a Rich Text File.

• In place of the vendor information in your letter you should put the following Merge tags (With the brackets included, and all upper case)

1. [VENDOR_NAME]
2. [VENDOR_ADDRESS1]
3. [VENDOR_ADDRESS2]
4. [VENDOR_ATTN]
5. [CITY]
6. [STATE]
7. [ZIP]
8. [PHONE]

• You only need to use the tags you want to include in your letter.

• Once your letter is complete, save your letter as a Rich Text Format.
  [File] Save As.. and change format to rtf /Rich Text Format).

• You should test your template by printing it for only 1 Vendor.

• Some versions of MS Word will put incorrect information in RTF files and might cause issues with the merge.
  • If you find you have an issue where some of your fields are not merging, open the file in WordPad, and re-save it.