NP_WD365_2021_CS5-7a_AabiskarGiri_Report_1

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Aabiskar Giri SUBMISSION #1 | SCORE IS: 77 OUT OF 100 GE Ver 17.2.0-rc0000 1. As a marketing analyst at Sage Retail Services, you are helping Linda Cordero, the sales manager, create a guide for prospective clients interested in learning about your company's merchandising services. Linda has reviewed a draft of the document using tracked changes. Because you plan to email the guide to the prospects, the document begins with a personalized cover letter. Combine documents as follows to incorporate Linda's revisions and comments into your copy of the document: a. Combine your document (the original document) with the file Support_WD365_2021_CS5-7a_Linda.docx . b. Select all the Comparison settings, and show changes in the original document. 3/3 Combine documents. 2. Turn on Track Changes, and display All Markup for review. Accept and reject tracked changes in the document as follows: a. Accept each change in the first two body paragraphs because the changes improve the paragraphs. b. Reject the formatting change to the email address "LindaCordero@srs.cengage.com" because that text should appear as a hyperlink. c. Accept the remaining changes in the document, which are also improvements. 3/3 Accept changes. Reject a change. Accept changes. 3. Turn off Track Changes. Read the first comment in the document, and then set a top and bottom margin of 0.75" to provide extra space as Linda requests. 3/3 Change the margins. 4. Apply the Casual style set to use the standard style set for Sage client documents. 3/3 Apply a style set. 5. To set up the document as a form letter, start a mail merge, and then select Letters as the type of main document. Next, type a new recipient list as follows: a. Customize the columns by deleting the Country or Region, Home Phone, Work Phone, and E-mail Address fields. b. Rename the ZIP Code field using Postal Code as the new field name to use the more generic term. c. Add a new field to the end of the address list using Store as the field name. 3/3 Select the document type for a mail merge. Delete merge fields. 6. Enter the address information for two recipients as shown in Table 1, and then save the data source using a name of your choice. 0/3 Enter the address information in the recipient list. The address information for two recipients should be added in the recipient list as shown in Table 1. (Hint: You must also complete Step 13 correctly to receive credit.) 7. At the beginning of the letter, use the Date content control with the "Click here to 3/3 New Perspectives Word 365/2021 | Modules 5-7: SAM Capstone Project 1a

enter a date" placeholder text to select the date March 24, 2021 . Use a Date content control. 8. Insert the inside address as follows: a. Select the placeholder text "[INSERT INSIDE ADDRESS]", and then insert an AddressBlock merge field using the Mr. Joshua Randall Jr. format. b. Delete the placeholder text. 3/3 Insert an AddressBlock merge field. 9. Insert the greeting line as follows: a. Select the placeholder text "[INSERT GREETING LINE]", and then insert a GreetingLine merge field using the Dear Mr. Randall: format. b. Delete the placeholder text. 3/3 Insert a GreetingLine merge field. 10 . In the first paragraph in the body of the letter, select the "[INSERT STORE NAME]" placeholder text, and then insert a merge field for Store to include the name of the recipient's store. 3/3 Insert the Store merge field. 11 . To include personalized text, add an IF field as follows: a. At the end of the last body paragraph in the letter ("To discuss…LindaCordero@srs.cengage.com."), insert an If…Then…Else rule. b. Compare whether the City field is equal to Paramus as the condition. c. Insert the following sentence if the condition is true: I will be visiting stores in Paramus next week. Let me know if you want to schedule a meeting. d. Leave the false condition option blank so that Word does not insert text if the City is other than Paramus. 0/3 Insert an IF field. The letter on page 2 to John Drake (who lives in Paramus) should include the sentences "I will be visiting stores...schedule a meeting." immediately after the text "...LindaCordero@srs.cengage.com". (Hint: You must also complete Step 13 correctly to receive credit.) 12 . Edit the recipient list to filter the data records to select only recipients where the City field is equal to Paramus to prepare the first batch of letters for Paramus residents. 3/3 Filter the data records in the recipient list. 13 . Complete the mail merge as instructed below. You will merge to a new document and then copy the contents of the merged file to the end of your original document, so that your entire assignment appears in the same file. a. Finish and merge all records to a new document. b. In the new document containing the merged form letters, copy the contents of page 1, beginning with the letterhead at the top of the page and ending with the paragraph "enc." c. In the original form letter document, move the insertion point to the blank paragraph at the top of page 2, and then paste the merged form letter into the main document. d. Verify that the pasted merged form letter appears only on page 2 of the original form letter document. e. Turn off the preview of the mail merge results, and close the new, merged document without saving it. 4/4 Complete the mail merge. 14 . On page 3, change the color of the underline to Brown, Text 2 for the paragraph "Guide to retail merchandising strategies and ideas" to coordinate with the subtitle paragraph. 0/4 Change the color of an underline. The paragraph "Guide to retail merchandising strategies and ideas" should be formatted using the Brown, Text 2 underline color. 15 On page 4, apply the Key Term character style to the "Merchandising" text at 4/4

. the beginning of the first paragraph to match the formatting of the other key terms in the paragraph. Apply a character style. 16 . In the "Product Mix" section, use the Thesaurus to find and select a synonym for "mess" that begins with the letter "j" to use a less casual term. 4/4 Find and replace text. 17 . Modify and update a paragraph style as follows to call attention to the text that introduces lists and tables: a. Change the character spacing of the paragraph "Visual merchandising tips" to Expanded by 1 point . b. Update the List Heading paragraph style to reflect the formatting change. 4/4 Change the character spacing. Update a style. 18 . In the "Visual merchandising tips" list, apply Small caps to the text "Move products" to match the formatting of the other list items. 4/4 Change the font case. 19 . On page 5, convert the six paragraphs in the "Five types of displays" section beginning "Type…" and ending "Stuffed animal with ear buds" to a table with three columns. 4/4 Convert text to a table. 20 . Insert a bookmark to the "Anticipating Shoppers" heading using Research as the bookmark name to make it easy to find the research statistics. 0/4 Insert a bookmark. The "Anticipating Shoppers" heading should contain a bookmark with the name "Research". 21 . On page 4, at the end of the first paragraph, format the text "research" as a hyperlink to the "Research" bookmark. 4/4 Convert text to a hyperlink. 22 . Read the comment on the bottom of page 5, and then continue editing as follows: a. Open the workbook Support_WD365_2021_CS5-7a_Chart.xlsx . b. In the Retail Statistics worksheet, copy the bar chart. c. Return to the Word document, and select the placeholder text "[INSERT CHART HERE]". d. Link the chart to the document using the destination theme because Linda might have a last-minute change to make to the chart. e. Close Support_WD365_2021_CS5- 7a_Chart.xlsx . 4/4 Link a chart from Excel. 23 . Modify the linked chart as follows to suit the design of the Word document and to include updated data: a. Add Reasons for Store Shopping as the chart title. b. Change the chart style to Style 3 to include a shaded background for the chart. c. Change the chart colors to Monochromatic Palette 4 . d. Edit the data in the linked chart by changing the value in cell B4 to 48 to update the statistics, and then save and close the Excel workbook. 3/4 Enter a chart title. The linked chart should contain the title "Reasons for Store Shopping". Change the chart style. Change the chart colors.

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Edit chart data. 24 . At the bottom of page 6, insert worksheet data as Linda requested: a. Open the workbook Support_WD365_2021_CS5-7a_Reviews.xlsx . b. In the Review Statistics worksheet, copy cells A1:B6. c. Return to the Word document, and then select the placeholder text "[INSERT WORKSHEET HERE]". d. Use Paste Special to embed the worksheet selection in the Word document as a Microsoft Excel Worksheet Object so that it retains the layout of the original worksheet. The source data is unlikely to change, so you do not need to link it to the source file. e. Delete the placeholder text "[INSERT WORKSHEET HERE]". f. Modify the embedded worksheet by changing the font color of the column headings in cells A1 and B1 to White, Background 1 to make the text easier to read. g. Close Support_WD365_2021_CS5-7a_Reviews.xlsx . 0/4 Embed a worksheet from Excel. Cells A1:B6 from the Review Statistics worksheet in the file Support_WD365_2021_CS5-7a_Reviews.xlsx should be embedded in the document, replacing the text "[INSERT WORKSHEET HERE]". Change the font color of text in an embedded workbook. In the embedded workbook, the text in the column headings (cells A1 and B1) should be formatted using the White, Background 1 font color. 25 . Delete all the comments in the document because they are no longer needed. 0/4 Delete all comments. All comments should be deleted from the document. 26 . Return to page 3 to insert a table of contents as follows: a. In the blank paragraph after the "Guide to retail merchandising strategies and ideas" heading, insert a custom table of contents. b. Select the Classic format for the table of contents. c. In the Table of Contents Options dialog box, remove the Guide Subtitle and Heading 3 styles from the table of contents. d. Change the TOC level of the List Heading style to 2 . e. Finish inserting the table of contents using defaults for all other options. 4/4 Insert a table of contents. Change the format for a table of contents. Remove a style from a table of contents. Remove a style from a table of contents. Add a style to a table of contents. 27 . On the bottom of page 4, apply the Heading 1 style to the "Creating Effective Displays" paragraph to format it as a main heading. 4/4 Apply a style. 28 . Update the table of contents to reflect the change to the document. 4/4 Update a table of contents.

March 24, 2021 «AddressBlock» «GreetingLine» Sage Retail Services can double the sales at «Store». How can we make such a claim? We’ve increased sales for hundreds of retail businesses, helping them win the competition with online shopping sites. We can do it for you through effective retail merchandising techniques. The enclosed “Retail Merchandising 101” guide provides information and tips on using merchandising techniques to increase sales. By following the best practices in our guide, you can motivate customers to buy the products in your store. Merchandising can make your store a place where shoppers want to be. Feel free to apply the techniques in the “Retail Merchandising 101” guide on your own. The experts at Sage Retail Services can also do the merchandising for you. We start with a retail merchandising plan to devise a strategy and then take care of as many merchandising tasks as you need. To discuss what Sage Retail Services can do for you, please contact me at (862)- 555-1500 or LindaCordero@srs.cengage.com . Sincerely, Linda Cordero Sales Manager enc. This file created specifically for Aabiskar Giri

March 24, 2021 Mr. John Drake Allen Store 1221 Main Highway Paramus, NJ 07653 Dear Mr. Drake, Sage Retail Services can double the sales at Allen Menswear. How can we make such a claim? We’ve increased sales for hundreds of retail businesses, helping them win the competition with online shopping sites. We can do it for you through effective retail merchandising techniques. The enclosed “Retail Merchandising 101” guide provides information and tips on using merchandising techniques to increase sales. By following the best practices in our guide, you can motivate customers to buy the products in your store. Merchandising can make your store a place where shoppers want to be. Feel free to apply the techniques in the “Retail Merchandising 101” guide on your own. The experts at Sage Retail Services can also do the merchandising for you. We start with a retail merchandising plan to devise a strategy and then take care of as many merchandising tasks as you need. To discuss what Sage Retail Services can do for you, please contact me at (862)- 555-1500 or LindaCordero@srs.cengage.com . Sincerely, Linda Cordero Sales Manager enc. This file created specifically for Aabiskar Giri

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Retail Merchandising 101 Sage Retail Services (SRS) Guide to retail merchandising strategies and i deas WHAT IS RETAIL MERCHANDISING? 4 Product Mix 4 Visual Merchandising 4 Visual merchandising tips 4 CREATING EFFECTIVE DISPLAYS 5 Tips for creating effective displays 5 Five types of displays 5 ANTICIPATING SHOPPERS 5 This file created specifically for Aabiskar Giri

What Is Retail Merchandising? Merchandising is any practice that helps sell products to customers. For retail stores, merchandising involves selecting a range of products to sell—the product mix —and displaying them to attract shoppers who make purchases, a technique known as visual merchandising . The most successful retail merchandising anticipates shoppers and their needs. Review the latest research . Product Mix Too many choices make shoppers feel overwhelmed. If they discover a disorganized jumble of products or have to figure out the differences between similar products on their own, they will leave the store. Reducing the number of choices helps shoppers relax and consider their options. The trick is to balance the product mix so that you are offering what shoppers want without displaying so many choices that customers fail to choose. Visual Merchandising Everything customers see in a store is part of visual merchandising. Ideally, the appearance of the physical store connects to the online experience to create a seamless look and feel. In the physical store, visual merchandising involves rearranging products, shelving, display cases, lights, and signage to appeal to shoppers most likely to purchase items. Visual merchandising tips I NVITE SHOPPERS : Arrange display furniture to invite shoppers into the store. For example, do not block the entrance with a table holding stacks of merchandise. Instead, create pathways to the left and right that allow easy entrance. Shoppers like to move in a clockwise direction through the store. M OVE PRODUCTS : Freshen the product displays by moving items throughout the store. Placing merchandise on the end cap of an aisle increases sales by 25 percent, so keep circulating merchandise between shelves, tables, and end caps. C HOOSE MOBILE FIXTURES : Select fixtures with wheels so that you can change the layout of the store frequently. U SE THE FRONT OF THE STORE : Feature your best or newest merchandise at the front of the store, where it attracts shoppers. U SE THE BACK OF THE STORE : Set up sale merchandise in the back of the store so that shoppers move from front to back, traveling through the entire retail space. This file created specifically for Aabiskar Giri

Creating Effective Displays A product display is effective when it attracts or informs customers and gives them ideas about how to use the product or how they would feel if they owned it. Displays can convert shoppers to customers by persuading them to consider selecting a product they haven’t tried before. Tips for creating eff ective displays C REATE A STORY using different products that work together, such as dishes and table linens. A RRANGE ITEMS so that the newest ones are the easiest to reach or are the most prominent. B UILD VISUAL INTEREST by using contrasting or coordinated colors and varying heights and shapes. K EEP IT SIMPLE , especially when including signs or price cards in the display. Five types of displays Suppose you want to display electronic items, such as the latest phones. You can create one of five types of displays. Type Description Example Complementary Includes an item that makes the phones better Protective cover Coordinated Shows everything that comes with the phone Chargers and ear buds Creative Uses a creative arrangement Phones hanging from a cloud Context Shows phones where they are used Display with school books Contrast Includes surprise props Stuffed animal with ear buds Anticipating Shoppers The best merchandising meets the needs of shoppers by anticipating what they want. People visit physical stores for specific reasons that are different from why they might shop online. Consider the following research statistics. . This file created specifically for Aabiskar Giri

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Touch or try the product Shipping time or cost Enjoy the experience Other 0% 10% 20% 30% 40% 50% 60% Reason for Store Shopping Increasingly, consumers research products online and then visit the physical store to make the purchase. This behavior is more common for some categories of products than others. If your store sells the following types of products, make it easy for shoppers to conduct their research right in the store. [INSERT WORKSHEET HERE] This file created specifically for Aabiskar Giri Product type Review before buy Appliances 60% Electronics 55% Men's apparel 50% Kitchen 45% Automotive 40%

NP_WD365_2021_CS5-7a_AabiskarGiri_Report_1

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