Delivery Snapshot Window

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The Delivery Snapshot window is the main window for Mercury Delivery, enabling you to search for and view orders for delivery, see their status (both in production and related to deliveries), and access other delivery-related functionality (create reports, create and maintain zones, upload delivery routes to a GPS device, etc.).
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{{TOCright}}
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The Delivery Snapshot window is the main window for [[Mercury Delivery]], enabling you to search for and view orders for delivery, see their status (both in production and related to deliveries), and access other delivery-related functionality (create reports, create and maintain zones, upload delivery routes to a GPS device, etc.).
[[Image:DeliverySnapshotWindow.jpg|thumb|Delivery Snapshot Window]]
[[Image:DeliverySnapshotWindow.jpg|thumb|Delivery Snapshot Window]]
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''NOTE: For the Create Routes and Route in Progress commands, you must have at least either the Display Order List or Display Map selected. If you deselect one, the other automatically becomes selected.''
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<table><tr><td>[[Image:NoteIcon.png]]</td><td>For the Create Routes and Route in Progress commands, you must have at least either the Display Order List or Display Map selected. If you deselect one, the other automatically becomes selected.</td></tr></table>
==Delivery Snapshot Toolbar==
==Delivery Snapshot Toolbar==
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The Delivery Snapshot toolbar includes several buttons for quick access to important delivery tasks:
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<table style="width:775px; border: 1px black solid; border-collapse: collapse; border-spacing: 0px; text-align: left; ">
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<tr style="background:#D1BC61;">
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<td style="padding: 3px; text-align:left; font-size: 10pt; font-weight: bold;">Button Name</td>
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<td style="padding: 3px; text-align:left; font-size: 10pt; font-weight: bold;">Button Icon</td>
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<td style="padding: 3px; text-align:left; font-size: 10pt; font-weight: bold;">Description</td>
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</tr>
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<tr>
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<td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">Truck Return</td>
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<td style="padding: 3px; text-align:left; font-size: 9pt;">[[Image:DeliveryToolbarTruckReturn.jpg]]</td>
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<td style="padding: 3px; text-align:left; font-size: 9pt;">Opens the Truck Return window.</td>
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</tr>
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<tr style="background:#f2ebd8;">
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<td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">Routing Progress</td>
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<td style="padding: 3px; text-align:left; font-size: 9pt;">[[Image:DeliveryToolbarRoutingProgress.jpg]]</td>
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<td style="padding: 3px; text-align:left; font-size: 9pt;">Opens the Routing Progress window.</td>
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</tr>
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<tr>
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<td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">Saved Routes</td>
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<td style="padding: 3px; text-align:left; font-size: 9pt;">[[Image:DeliveryToolbarSavedRoutes.jpg]]</td>
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<td style="padding: 3px; text-align:left; font-size: 9pt;">Opens the Saved Routes window.</td>
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</tr>
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<tr style="background:#f2ebd8;">
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<td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">Reports</td>
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<td style="padding: 3px; text-align:left; font-size: 9pt;">[[Image:DeliveryToolbarReports.jpg]]</td>
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<td style="padding: 3px; text-align:left; font-size: 9pt;">Opens the Reports window.</td>
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</tr>
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<tr>
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<td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">Follow Up Deliveries</td>
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<td style="padding: 3px; text-align:left; font-size: 9pt;">[[Image:DeliveryToolbarFollowUp.jpg]]</td>
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<td style="padding: 3px; text-align:left; font-size: 9pt;">Opens the Follow Up Deliveries window. If this icon is animated, there are deliveries that have been marked for follow up.</td>
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</tr>
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<tr style="background:#f2ebd8;">
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<td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">Zones</td>
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<td style="padding: 3px; text-align:left; font-size: 9pt;">[[Image:DeliveryToolbarZones.jpg]]</td>
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<td style="padding: 3px; text-align:left; font-size: 9pt;">Opens the Create Zones window.</td>
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</tr>
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<tr>
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<td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">GPS Update</td>
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<td style="padding: 3px; text-align:left; font-size: 9pt;">[[Image:DeliveryToolbarGPSUpdate.jpg]]</td>
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<td style="padding: 3px; text-align:left; font-size: 9pt;">Enables you to upload your delivery routes to a [[Using Garmin GPS Devices for Delivery|Garmin GPS device]].</td>
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</tr>
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==Search Criteria Area==
==Search Criteria Area==
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In the search criteria area at the top of the window, you can enter criteria to locate deliveries for a date or a date range. You can also limit your searches by store, priority (to create a route from zones that contain high priority orders), or to designed orders only.
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<table style="width:775px; border: 1px black solid; border-collapse: collapse; border-spacing: 0px; text-align: left; ">
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<tr style="background:#D1BC61;">
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<td style="padding: 3px; text-align:left; font-size: 10pt; font-weight: bold;">Field</td>
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<td style="padding: 3px; text-align:left; font-size: 10pt; font-weight: bold;">Description</td>
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</tr>
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<tr>
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<td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">Store</td>
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<td style="padding: 3px; text-align:left; font-size: 9pt;">If you have only one store, this list is disabled (results will display for your store).<br>
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If you have multiple stores, select All Stores to display results for all stores, select the individual store if you only want results from one store, or select multiple stores if you want results from more than one store but not all stores.</td>
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</tr>
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<tr style="background:#f2ebd8;">
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<td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">Date</td>
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<td style="padding: 3px; text-align:left; font-size: 9pt;">The starting date for the date range. Results will be displayed for orders with delivery that are between the value in the Date field and the value in the Thru field. You can use this to locate orders that fall within a specific date range, as opposed to orders that fall just on one date, which can be particularly useful for delivery planning during holidays.</td>
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</tr>
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<td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">Thru</td>
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<td style="padding: 3px; text-align:left; font-size: 9pt;">The ending date for the date range. Results will be displayed for orders with delivery that are between the value in the Date field and the value in the Thru field.<br>
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If you want to restrict the search to a single day, enter the same date as in the Date field.</td>
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</tr>
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<tr style="background:#f2ebd8;">
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<td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">Priority</td>
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<td style="padding: 3px; text-align:left; font-size: 9pt;">The order priority. You can use this to find zones that contain high-priority orders and create a route for these orders.</td>
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</tr>
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<tr>
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<td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">Designed Orders Only</td>
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<td style="padding: 3px; text-align:left; font-size: 9pt;">Select this box if you want to only include orders that have been marked as designed (and therefore should be ready for delivery).</td>
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</tr>
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</table>
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==Zone Results List==
==Zone Results List==
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The results list displays zones which contain orders for delivery that match your search criteria. If there are no completed orders for the zone, the zone will not display in the results list. Additionally, wire out, pickup, and N/A zones will not display. If a zone contains only incomplete or canceled orders, or orders with declined credit cards, the zone will likewise not display. However, orders that have been marked for redelivery or have a non-delivery code will be included in the results.
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<tr style="background:#D1BC61;">
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<td style="padding: 3px; text-align:left; font-size: 10pt; font-weight: bold;">Column</td>
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<td style="padding: 3px; text-align:left; font-size: 10pt; font-weight: bold;">Description</td>
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</tr>
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<tr>
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<td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">Zone</td>
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<td style="padding: 3px; text-align:left; font-size: 9pt;">The name of the delivery zone. Only zones that are Local delivery types are displayed.</td>
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</tr>
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<tr style="background:#f2ebd8;">
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<td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">Not Designed</td>
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<td style="padding: 3px; text-align:left; font-size: 9pt;">The number of orders in the delivery zone that have not been marked designed in Order Entry, Point of Sale, or Design Center. This can include both orders that are unassigned or assigned.</td>
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</tr>
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<tr>
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<td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">Designed</td>
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<td style="padding: 3px; text-align:left; font-size: 9pt;">The number of orders in the delivery zone that have been marked designed in Order Entry, Point of Sale, or Design Center.
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<tr style="background:#f2ebd8;">
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<td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">Not Delivered</td>
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<td style="padding: 3px; text-align:left; font-size: 9pt;">The number of unrouted orders in the delivery zone that have yet to be delivered.</td>
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</tr>
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<tr>
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<td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">Saved Routes</td>
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<td style="padding: 3px; text-align:left; font-size: 9pt;">The number of orders for the zone that are in saved routes (and have yet to be delivered).</td>
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</tr>
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<tr style="background:#f2ebd8;">
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<td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">Priority</td>
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<td style="padding: 3px; text-align:left; font-size: 9pt;">The priorty of the most important item in the zone (as designated by the Delivery Priority Code).</td>
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</tr>
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<tr>
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<td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">On Truck</td>
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<td style="padding: 3px; text-align:left; font-size: 9pt;">The number of the orders in the delivery zone that are on the truck (they are in completed routes and are in process of delivery).</td>
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</tr>
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<tr style="background:#f2ebd8;">
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<td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">Delivered</td>
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<td style="padding: 3px; text-align:left; font-size: 9pt;">The number of the orders in the delivery zone that have been marked delivered (you have marked the orders Delivered in the Truck Return window, or the driver has marked the order Delivered on their mobile phone (using either FTD Mercury Mobile (X3) or FTD Mercury Mobile Plus (X4)).</td>
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==Button Ribbon==
==Button Ribbon==
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The button ribbon at the bottom of the window contains the following buttons:
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<td style="padding: 3px; text-align:left; font-size: 10pt; font-weight: bold;">Button</td>
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<td style="padding: 3px; text-align:left; font-size: 10pt; font-weight: bold;">Description</td>
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</tr>
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<td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">Refresh</td>
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<td style="padding: 3px; text-align:left; font-size: 9pt;">Refreshes the window using the existing search criteria.</td>
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</tr>
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<tr style="background:#f2ebd8;">
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<td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">Select All</td>
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<td style="padding: 3px; text-align:left; font-size: 9pt;">Selects all zones in the zone results list.</td>
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</tr>
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<tr>
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<td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">Deselect All</td>
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<td style="padding: 3px; text-align:left; font-size: 9pt;">Deselects all zones in the zone results list.</td>
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</tr>
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<tr style="background:#f2ebd8;">
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<td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">Create Routes</td>
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<td style="padding: 3px; text-align:left; font-size: 9pt;">Opens the Create Routes window, enabling you to create routes based on the selected zone(s).</td>
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</tr>
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<td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">Escape</td>
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<td style="padding: 3px; text-align:left; font-size: 9pt;">Closes the Delivery Snapshot window (and Mercury Delivery).</td>
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</tr>
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</table>

Current revision

Contents

The Delivery Snapshot window is the main window for Mercury Delivery, enabling you to search for and view orders for delivery, see their status (both in production and related to deliveries), and access other delivery-related functionality (create reports, create and maintain zones, upload delivery routes to a GPS device, etc.).

Delivery Snapshot Window
Delivery Snapshot Window

When you open Mercury Delivery, this window automatically opens to full screen and displays all delivery zones with the numbers of orders that are ready to be routed (all Designed and Not Designed orders), regardless of priority. To route orders, decide which delivery zones the route will include, and then select the delivery zones by clicking in the check box so that a check mark appears. You can also click Select All to select all zones. Then click Create Routes to begin the routing process.

The window itself is organized into the following areas:

Delivery Snapshot Menu Bar

The Delivery Snapshot menu bar contains several menus, providing access to various Mercury Delivery commands and functions.

Menu Name Command Name Description
File Create Routes Opens the Create Routes window and populates it with the orders from the zones selected in the zone results list.
File Refresh Refreshes the zones in the zone results list based on the last search criteria.
File Select All Selects all routes in the routes list.
File Deselect All Deselects all routes in the routes list.
File Exit Closes Mercury Delivery.
Route Management Truck Return Opens the Truck Return window.
Route Management Routing Progress Opens the Routing Progress window.
Route Management Saved Routes Opens the Saved Routes window.
Route Management Follow Up Deliveries Opens the Follow Up Deliveries window.
Zone Management Zones Opens the Create Zones window, from which you can create new delivery zones or manage existing zones.
Reports Delivery Zone Report Opens the Delivery Zone Report window, enabling you to specify criteria and generate the Delivery Zone report.
Reports Delivery Report Opens the Delivery Report window, enabling you to select from the four available reports, specify criteria for the selected report, and then generate the report.
Reports Delivery Trip Analysis Report Opens the Delivery Trip Analysis Report window, enabling you to specify criteria and generate the Delivery Trip Analysis Report.
Reports Delivery Problem Report Opens the Delivery Problem Report window, enabling you to specify criteria and generate the Delivery Problem Report.
Tools Snapshot|Auto Refresh Once selected, the Delivery Snapshot window automatically refreshes every three minutes to ensure the items tracked are up-to-date.
Tools Snapshot|Select All Zones Select this option to automatically select all zones from the results list.
Tools Create Routes|Display Order List Once selected, the Create Routes window will open with the Order List displayed.
Tools Create Routes|Display Map Once selected, the Create Routes window will open with the Map displayed.
Tools Create Routes|Display Directions Once selected, the Create Routes window will open with the Order List displayed. If you select this command, you must also select Display Map for Create Routes.
Tools Create Routes|Display Route Stops Once selected, the Create Routes window will open with the Route Stops displayed.
Tools Truck Return|Require Return Mileage Select this command to require return mileage to be entered into the Truck Return window. If you do not select this option, no warning will appear when mileage is not entered in the Truck Return window.
Tools Truck Return|Default System Time as Return Time Select this command to automatically use the system time as the return time default in Truck Return.
Tools Route in Progress|Display Order List Once selected, the Route in Progress window will open with the Order List displayed.
Tools Route in Progress|Display Map Once selected, the Route in Progress window will open with the Directions displayed.
Tools Route in Progress|Display Directions Once selected, the Route in Progress window will open with the Directions displayed. If you select this command, you must also select Display Map for Route in Progress.
Tools Route in Progress|Display Route Stops Once selected, the Route in Progress window will open with the Route Stops displayed.
Help Contents Opens the FTD Mercury Online Help system.
Help About Opens the About Mercury Delivery Processing Application Window for Mercury Delivery.
Image:NoteIcon.pngFor the Create Routes and Route in Progress commands, you must have at least either the Display Order List or Display Map selected. If you deselect one, the other automatically becomes selected.

Delivery Snapshot Toolbar

The Delivery Snapshot toolbar includes several buttons for quick access to important delivery tasks:

Button Name Button Icon Description
Truck Return Image:DeliveryToolbarTruckReturn.jpg Opens the Truck Return window.
Routing Progress Image:DeliveryToolbarRoutingProgress.jpg Opens the Routing Progress window.
Saved Routes Image:DeliveryToolbarSavedRoutes.jpg Opens the Saved Routes window.
Reports Image:DeliveryToolbarReports.jpg Opens the Reports window.
Follow Up Deliveries Image:DeliveryToolbarFollowUp.jpg Opens the Follow Up Deliveries window. If this icon is animated, there are deliveries that have been marked for follow up.
Zones Image:DeliveryToolbarZones.jpg Opens the Create Zones window.
GPS Update Image:DeliveryToolbarGPSUpdate.jpg Enables you to upload your delivery routes to a Garmin GPS device.

Search Criteria Area

In the search criteria area at the top of the window, you can enter criteria to locate deliveries for a date or a date range. You can also limit your searches by store, priority (to create a route from zones that contain high priority orders), or to designed orders only.

Field Description
Store If you have only one store, this list is disabled (results will display for your store).
If you have multiple stores, select All Stores to display results for all stores, select the individual store if you only want results from one store, or select multiple stores if you want results from more than one store but not all stores.
Date The starting date for the date range. Results will be displayed for orders with delivery that are between the value in the Date field and the value in the Thru field. You can use this to locate orders that fall within a specific date range, as opposed to orders that fall just on one date, which can be particularly useful for delivery planning during holidays.
Thru The ending date for the date range. Results will be displayed for orders with delivery that are between the value in the Date field and the value in the Thru field.
If you want to restrict the search to a single day, enter the same date as in the Date field.
Priority The order priority. You can use this to find zones that contain high-priority orders and create a route for these orders.
Designed Orders Only Select this box if you want to only include orders that have been marked as designed (and therefore should be ready for delivery).

Zone Results List

The results list displays zones which contain orders for delivery that match your search criteria. If there are no completed orders for the zone, the zone will not display in the results list. Additionally, wire out, pickup, and N/A zones will not display. If a zone contains only incomplete or canceled orders, or orders with declined credit cards, the zone will likewise not display. However, orders that have been marked for redelivery or have a non-delivery code will be included in the results.

Column Description
Zone The name of the delivery zone. Only zones that are Local delivery types are displayed.
Not Designed The number of orders in the delivery zone that have not been marked designed in Order Entry, Point of Sale, or Design Center. This can include both orders that are unassigned or assigned.
Designed The number of orders in the delivery zone that have been marked designed in Order Entry, Point of Sale, or Design Center.
Not Delivered The number of unrouted orders in the delivery zone that have yet to be delivered.
Saved Routes The number of orders for the zone that are in saved routes (and have yet to be delivered).
Priority The priorty of the most important item in the zone (as designated by the Delivery Priority Code).
On Truck The number of the orders in the delivery zone that are on the truck (they are in completed routes and are in process of delivery).
Delivered The number of the orders in the delivery zone that have been marked delivered (you have marked the orders Delivered in the Truck Return window, or the driver has marked the order Delivered on their mobile phone (using either FTD Mercury Mobile (X3) or FTD Mercury Mobile Plus (X4)).

Button Ribbon

The button ribbon at the bottom of the window contains the following buttons:

Button Description
Refresh Refreshes the window using the existing search criteria.
Select All Selects all zones in the zone results list.
Deselect All Deselects all zones in the zone results list.
Create Routes Opens the Create Routes window, enabling you to create routes based on the selected zone(s).
Escape Closes the Delivery Snapshot window (and Mercury Delivery).
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