Customer Maintenance

From FloristWiki

(Difference between revisions)
Jump to: navigation, search
(Window Descriptions)
(How-to Procedures)
Line 41: Line 41:
Steps for [[Viewing a Customer's Order History]]
Steps for [[Viewing a Customer's Order History]]
===Adding Customer Contacts===
==Window Descriptions==
==Window Descriptions==

Revision as of 14:59, 23 April 2008


FTD Mercury makes maintaining customers easy. If you use house accounts for your customers, after setting up these accounts, the customer billing process is automated (using the Accounts Receivable Billing module). FTD Mercury stores each customer transaction through Order Entry and Point of Sale. Each order, purchase, or payment made at your store may be applied to a customer’s house account. FTD Mercury also stores customer credit card information if your customers use credit cards for purchase.

Default customers such as your cash sales account, credit card accounts, and wire service accounts are also maintained in the customer screens of the program.

Maintaining your customer database in FTD Mercury also helps you with your store’s marketing strategies. If you consistently add customers to the program, you will soon have a complete listing of all your customers and their personal information.

Maintaining your customers is beneficial when preparing mailings; you may use the FTD Mercury marketing templates to merge your customer information into labels, letters, and envelopes. If you have the Mercury Marketing module, you can use your customer information to create direct mail and email marketing campaigns.

Each customer has a store of origin. The store of origin is the store where the customer was first added to the system. When Adding New Customers, you specify the customer’s store of origin. Then you can use FTD Mercury to print reports by store, view order history by store, and generate or print statements by store. FTD Mercury automatically assigns each of your customers a store of origin. If a customer has placed orders at more than one of your stores, then that customer’s store of origin is determined based on the store where that customer’s first sale occurred. If a customer does not have any sales, then that customer is associated with the first store that was created on the system.

How-to Procedures

Adding New Customers

Setting Up House Accounts

House accounts allow customers to run a monthly balance at your store, so they may charge products and services and receive statements. You can use the Mercury Administration to set defaults for house accounts to reduce employee input time and maintain a consistent billing pattern.

Steps for Setting up House Accounts

Viewing Customer Statistics

Customer statistics consist of sale and house account histories. Information such as a customer’s average sale, current balance, year-to-date sales and sales by occasion type are displayed (for sales processed in the Order Entry, Point of Sale, and Accounts Receivable modules). These statistics provide an overall glimpse of this customer’s buying patterns so you may gear your marketing to those patterns.

Steps for Viewing Customer Statistics

Maintaining Credit Card Information

Searching for Customers

If you want to view or change customer information, such as house account information, marketing permission, the customer’s address, the customer’s phone number, or standing orders associated with the customer, you must first perform a customer search.

Steps for Searching for Customers

Viewing a Customer's Order History

FTD Mercury allows you to access a customer’s history of orders, charges, and payments (in the Order Entry, Point of Sale, and Accounts Receivable modules).

Steps for Viewing a Customer's Order History

Adding Customer Contacts

Window Descriptions

Customer Search Window

Customer Information Detail Window

The Customer Detail Information window is the central method of accessing customer information in FTD Mercury. The tasks you can perform from this window include:

The Customer Detail Information window consists of the following tabs, each of which contains important information about the customer account:

General Tab

House Account Tab

Statistics Tab

Credit Cards Tab

Contacts Tab

Order History Tab

Marketing Tab

Statement Tab

Standing Order Tab

Personal tools