Copying Existing Tickets and Sales
From FloristWiki
FTD Mercury allows you to copy an existing ticket (or entire sale for an order with multiple tickets) from the Ticket Search window to create a new order. This enables you to quickly duplicate a sale, whether it be because you have the same customer placing another order where most of the information will be identical, or if you have a similar order where it would be easier to start from the existing order than from a blank order.
Copying an Entire Sale
You can copy an entire sale, regardless of whether it consists of a single ticket or multiple tickets.
To copy an entire sale in Ticket Search and create a new order:
- On the FTD Mercury Main Menu, click the Ticket Search button. The Ticket Search window opens. Alternatively, you can click Lookup in Order Entry or Point of Sale to open the Ticket Search window.
- Enter your search parameters to locate the ticket and click Search. Right-click on the ticket and select Copy Sale. The copied order opens as a new order in either Order Entry or Point of Sale. (If you performed the Ticket Search from the FTD Mercury Main Menu or by clicking Lookup in Order Entry, the new order will open in Order Entry. If you performed the Ticket Search by clicking Lookup in Point of Sale, the new order will open Point of Sale.) All tickets from the original sale are copied.
- Modify the sale as necessary and complete the order as you normally would. If FTD Mercury is configured to require an employee name for each sale, you will have to select a name from the Employee list; the employee who entered the original sale will not be retained in the copied sale. Pay particular attention to the payment options in the Payments window to ensure they reflect the payment method(s) you want to use for the sale.
Copying an Individual Ticket
You can also copy an individual ticket from a multi-ticket sale and create a new sale from that ticket.
To copy an existing ticket in Ticket Search to create a new order:
- On the FTD Mercury Main Menu, click the Ticket Search button. The Ticket Search window opens. Alternatively, you can click Lookup in Order Entry or Point of Sale to open the Ticket Search window.
- Enter your search parameters to locate the ticket and click Search. Right-click on the ticket and select Copy Ticket. The copied ticket opens as a new order in either Order Entry or Point of Sale. (If you performed the Ticket Search from the FTD Mercury Main Menu or by clicking Lookup in Order Entry, the new ticket will open in Order Entry. If you performed the Ticket Search by clicking Lookup in Point of Sale, the new ticket will open Point of Sale.)
- Modify the ticket as necessary and complete the order as you normally would. If FTD Mercury is configured to require an employee name for each sale, you will have to select a name from the Employee list; the employee who entered the original sale will not be retained in the copied sale.
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If the original sale was paid for with multiple payment methods, you will need to select the payment method in the new sale. |
You can also duplicate tickets within an order.
