Creating a Wedding Account/Charging Products to Account

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(New page: #On the FTD Mercury Main Menu, click Order Entry. #In the Customer field, enter a name for the house account. Generally, it is a good idea to name the account Wedding followed by the custo...)
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#On the FTD Mercury Main Menu, click Order Entry.
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#On the '''FTD Mercury Main Menu''', click '''Order Entry'''.
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#In the Customer field, enter a name for the house account. Generally, it is a good idea to name the account Wedding followed by the customer’s last name (such as Wedding Smith). This way all of your wedding accounts can be accessed in Customer Search by typing in the word wedding.
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#In the Customer field, enter a name for the house account. Generally, it is a good idea to name the account '''Wedding''' followed by the customer’s last name (such as '''Wedding Smith'''). This way all of your wedding accounts can be accessed in Customer Search by typing in the word wedding.
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#Click Add to add the new house account. Complete the customer’s general account information.
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#Click '''Add''' to add the new house account. Complete the customer’s general account information.
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#Click the House Account tab. Complete the customer’s house account information. Set up the account as an Open Item Account. Clear all of the options at the bottom of the window (Print Statements, Fax Statements, Email Statements, and Print Dunning Messages).
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#Click the '''House Account''' tab. Complete the customer’s house account information. Set up the account as an '''Open Item Account'''. Clear all of the options at the bottom of the window ('''Print Statements''', '''Fax Statements''', '''Email Statements''', and '''Print Dunning Messages''').
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#Click Save. This takes you back to Order Entry.
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#Click '''Save'''. This takes you back to '''Order Entry'''.
#Now you are ready to select all of the products that are being purchased for the wedding. In the product grid in the center of the window, select all of the wedding products and quantities.
#Now you are ready to select all of the products that are being purchased for the wedding. In the product grid in the center of the window, select all of the wedding products and quantities.
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#Next add the church delivery information. Add this information in the Recipient and Delivery sections of the screen.
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#Next add the church delivery information. Add this information in the '''Recipient''' and '''Delivery''' sections of the screen.
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#Next add the reception delivery information. You can use Additional Delivery Information (click the Additional Delivery Info button) or Customer Notes (click Notes):
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#Next add the reception delivery information. You can use '''Additional Delivery Information''' (click the '''Additional Delivery Info''' button) or '''Customer Notes''' (click '''Notes''').
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#Click Payment to take payment on the order. Select House as the payment type and then click Complete to charge the transaction to the wedding account.
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#Click '''Payment''' to take payment on the order. Select '''House''' as the payment type and then click '''Complete''' to charge the transaction to the wedding account.
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==Receiving Payments on Wedding Accounts==
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To receive a payment on the wedding account, take the payment just like a regular payment on an open item account.
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#On the '''FTD Mercury Management''' menu, click '''Receive Payment'''.
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#In the '''Customer''' field, enter the name of the account to locate the account.
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#Select the payment type, enter the payment information, and type the payment amount in the '''Amount''' column.
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#In the '''This Payment''' column, type the amount that you are allocating to each ticket.
Back to [[Customer Maintenance]]
Back to [[Customer Maintenance]]

Revision as of 06:53, 25 April 2008

  1. On the FTD Mercury Main Menu, click Order Entry.
  2. In the Customer field, enter a name for the house account. Generally, it is a good idea to name the account Wedding followed by the customer’s last name (such as Wedding Smith). This way all of your wedding accounts can be accessed in Customer Search by typing in the word wedding.
  3. Click Add to add the new house account. Complete the customer’s general account information.
  4. Click the House Account tab. Complete the customer’s house account information. Set up the account as an Open Item Account. Clear all of the options at the bottom of the window (Print Statements, Fax Statements, Email Statements, and Print Dunning Messages).
  5. Click Save. This takes you back to Order Entry.
  6. Now you are ready to select all of the products that are being purchased for the wedding. In the product grid in the center of the window, select all of the wedding products and quantities.
  7. Next add the church delivery information. Add this information in the Recipient and Delivery sections of the screen.
  8. Next add the reception delivery information. You can use Additional Delivery Information (click the Additional Delivery Info button) or Customer Notes (click Notes).
  9. Click Payment to take payment on the order. Select House as the payment type and then click Complete to charge the transaction to the wedding account.

Receiving Payments on Wedding Accounts

To receive a payment on the wedding account, take the payment just like a regular payment on an open item account.

  1. On the FTD Mercury Management menu, click Receive Payment.
  2. In the Customer field, enter the name of the account to locate the account.
  3. Select the payment type, enter the payment information, and type the payment amount in the Amount column.
  4. In the This Payment column, type the amount that you are allocating to each ticket.

Back to Customer Maintenance

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