FTD Mercury X3 & X3 Fall Reference Guide Table of Contents

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{{TOCright}}
==FTD Mercury Overview==
==FTD Mercury Overview==
*[[FTD Mercury Overview]]
*[[FTD Mercury Overview]]
Line 29: Line 30:
**[[Configuring Your System]]
**[[Configuring Your System]]
**[[FTD Mercury Configuration Window]]
**[[FTD Mercury Configuration Window]]
 +
**[[Turning on and Using Address Verification Override]]
**[[Audit Trail Window]]
**[[Audit Trail Window]]
**[[Software License Window]]
**[[Software License Window]]
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**[[Searching for Mercury Messages]]
**[[Searching for Mercury Messages]]
**[[Message Center]]
**[[Message Center]]
-
**[[Working with Message Center]]
+
***[[Working with Message Center]]
-
**[[Attaching Incoming Orders]]
+
***[[Attaching Incoming Orders]]
-
**[[Handling Messages that Require Attention]]
+
***[[Handling Messages that Require Attention]]
-
**[[Dealing with Incoming Reject Messages]]
+
***[[Dealing with Incoming Reject Messages]]
-
**[[Opening Orders Related to Messages]]
+
***[[Opening Orders Related to Messages]]
-
**[[Creating New Mercury Messages]]
+
***[[Creating New Mercury Messages]]
-
**[[New Message Window]]
+
****[[New Message Window]]
-
*[[Responding to Mercury Messages]]
+
***[[Responding to Mercury Messages]]
-
*[[Responding to Incoming Messages]]
+
***[[Responding to Incoming Messages]]
-
*[[Responding to Outgoing Orders]]
+
***[[Responding to Outgoing Orders]]
-
*[[Requesting a Price Change]]
+
***[[Requesting a Price Change]]
-
*[[Acknowledging Messages]]
+
***[[Acknowledging Messages]]
-
*[[Acknowledgement Window]]
+
****[[Acknowledgment Window]]
-
*[[Rejecting Incoming Orders]]
+
***[[Rejecting Incoming Orders]]
-
*[[Deleting Messages from Message Center]]
+
***[[Deleting Messages from Message Center]]
-
*[[Printing Messages]]
+
**[[Recording Phoned-In Orders]]
-
*[[Mercury Order Message]]
+
***[[Printing Messages]]
-
*[[Helpful Hints on Sending a Mercury Order]]
+
**[[Mercury Order Message]]
-
*[[Auto Select]]
+
**[[Message Responses]]
-
*[[Recording a Phoned-In Order]]
+
***[[Message Response Window]]
-
*[[Message Responses]]
+
**[[Adjustment Report Message]]
-
*[[Message Response Window]]
+
**[[Ask Message]]
-
*[[Ask Message]]
+
**[[Answer Message]]
-
*[[Answer Message]]
+
**[[Cancellation Message]]
-
*[[Cancellation Message]]
+
**[[Confirmation Message]]
-
*[[Confirmation Message]]
+
**[[Delivery Confirmation Message]]
-
*[[Delivery Confirmation Message (ANS)]]
+
**[[Deny Message]]
-
*[[Sending an Automatic Delivery Confirmation Message]]
+
***[[Forward Message]]
-
*[[Sending a Manual Delivery Confirmation Message]]
+
**[[General Message]]
-
*[[Delivery Confirmation Message (ANS) Window]]
+
**[[REC Message List]]
-
*[[Deny Message]]
+
**[[Reject Message]]
-
*[[Forward Message]]
+
**[[Retrieval Message]]
-
*[[Reject Message]]
+
**[[Suspend and Resume Messages]]
-
*[[Miscellaneous Mercury Messages]]
+
***[[Suspend Message]]
-
*[[General Message]]
+
***[[Resume Message]]
-
*[[Sending a GENeral Message]]
+
**[[Order Detail View Window]]
-
*[[General Message Window]]
+
**[[Message Locate Error Window]]
-
*[[Adjustment Report Message]]
+
-
*[[Rec Message List (REC)]]
+
-
*[[SUSpend and RESume Messages]]
+
-
*[[Suspend Message]]
+
-
*[[Suspend Message (SUS) Window]]
+
-
*[[Sending a RESume Message]]
+
-
*[[Resume Message (RES) Window]]
+
-
*[[Rerrieval Message]]
+
-
*[[Order Detail View Window]]
+
-
*[[Message Locate Error Window]]
+
==Florist Directory & Search==
==Florist Directory & Search==
-
*[[Florist Directory & Search]]
+
*[[FTD Florist Link|FTD Florist Link]]
-
*[[Searching for Florists]]
+
**[[Searching for a Florist]]
-
*[[Florist Search Window]]
+
**[[Searching for a Facility]]
-
*[[Florist Details Window]]
+
**[[Searching for a Florist Who Serves a Facility]]
-
*[[Florist Listing Hover Balloon]]
+
**[[Setting the Preferred Status for a Florist]]
-
*[[Additional Information Hover Box]]
+
**[[Working with Florist Notes]]
-
*[[Florist Notes Window]]
+
**[[How Search Results are Organized in FTD Florist Link]]
-
*[[Florist Status]]
+
**[[Florist Link Map Icons]]
-
*[[Preferred Status Window]]
+
**[[Florist Badges]]
-
*[[Facility Search]]
+
**[[Florist Search Main Window]]
-
*[[Facility Search Window]]
+
**[[Facility Search Main Window]]
-
*[[Searching for a Florist Who Serves a Facility]]
+
**[[Preferred Status Window]]
 +
**[[Florist Listing Hover]]
 +
**[[Florist Link Florist Detail Window|Florist Detail Window]]
 +
**[[Florist Notes Window]]
 +
*[[FTD Florist Link Administration]]
 +
**[[Maintaining Your Service Area in FTD Florist Link Administration]]
 +
**[[Maintaining Your Directory Ad in FTD Florist Link Administration]]
 +
**[[Maintaining Your Products in FTD Florist Link Administration]]
 +
**[[Maintaining Your Florist Link Marketing Options in FTD Florist Link Administration]]
 +
**[[Maintaining Your Facilities in FTD Florist Link Administration]]
 +
**[[Maintaining Your Holiday Capacity in FTD Florist Link Administration]]
 +
**[[Changing Your Fees in FTD Florist Link Administration]]
 +
**[[Viewing Request History in FTD Florist Link Administration]]
 +
**[[Logging in to FTD Florist Link Administration]]
 +
**[[Changing Your FTD Florist Link Administration Password]]
 +
**[[Dealing with a Forgotten Password|Dealing with a Forgotten Password in FTD Florist Link Administration]]
 +
**[[Logging out of FTD Florist Link Administration]]
 +
**[[Requesting a Special Listing in FTD Florist Link Administration]]
 +
**[[Viewing an Existing Special Listing in FTD Florist Link Administration]]
 +
**[[Requesting to Become a Featured Florist in Florist Link]]
 +
**[[Changing Your Featured Florist Pin in FTD Florist Link Administration]]
 +
**[[FTD Florist Link Administration: About FTD Florist Link Page|About FTD Florist Link Page]]
 +
**[[FTD Florist Link Administration: Maintain Service Area Page|Maintain Service Area Page]]
 +
**[[FTD Florist Link Administration: Submit Directory Ad Change Request Page|Submit Directory Ad Change Request Page]]
 +
**[[FTD Florist Link Administration: Maintain Florist Link Marketing Page|Maintain Florist Link Marketing Page]]
 +
**[[FTD Florist Link Administration: Maintain Products Page|Maintain Products Page]]
 +
**[[FTD Florist Link Administration: Maintain Facilities Page|Maintain Facilities Page]]
 +
**[[FTD Florist Link Administration: Maintain Holiday Capacity Page|Maintain Holiday Capacity Page]]
 +
**[[FTD Florist Link Administration: History Page|History Page]]
 +
**[[FTD Florist Link Administration: New Facility Request Window|New Facility Request Window]]
 +
**[[FTD Florist Link Administration: Update Facility Request Window|Update Facility Request Window]]
 +
**[[FTD Florist Link Administration: Preferred Counts Window|Preferred Counts Window]]
 +
**[[FTD Directory Pricing]]
==Managing Employees==
==Managing Employees==
*[[Managing Employees]]
*[[Managing Employees]]
-
*[[Adding Employees]]
+
**[[Adding Employees]]
-
*[[Editing Existing Employee Information]]
+
**[[Editing Existing Employee Information]]
-
*[[Requiring Employee Names in Order Entry and Point of Sale]]
+
**[[Requiring Employee Names in Order Entry and Point of Sale]]
-
*[[Changing Employee Passwords]]
+
**[[Changing Employee Passwords]]
-
*[[FTD Server Password Window]]
+
***[[FTD Server Password Window]]
-
*[[Terminating an Employee in Your System]]
+
**[[Terminating an Employee in Your System]]
-
*[[Activating Terminated Employees]]
+
***[[Activating Terminated Employees]]
-
*[[Handling Employee Payroll]]
+
**[[Handling Employee Payroll]]
-
*[[Tracking Employee Time]]
+
**[[Tracking Employee Time]]
-
*[[Employee Reports]]
+
**[[Employee Types]]
-
*[[Employee Types]]
+
**[[Printing the Employee List]]
-
*[[Adding Employee Types]]
+
**[[Employee History Information Window]]
-
*[[Removing Employee Types]]
+
**[[Job Functions]]
-
*[[Job Functions]]
+
**[[Employee Security]]
-
*[[Adding Job Functions]]
+
**[[Searching for Employees]]
-
*[[Removing Existing Job Functions]]
+
***[[Employee Search Window]]
-
*[[Security]]
+
**[[Employee Reports]]
-
*[[Setting Job Function-Level Security]]
+
***[[Generating an Employee Sales Report]]
-
*[[Setting Window Access for Employees]]
+
***[[Employee Sales Report Window]]
-
*[[Searching for Employees]]
+
-
*[[Employee Search Window]]
+
-
*[[Printing the Employee List]]
+
-
*[[Employee History Information Window]]
+
-
*[[Employee Sales Report Window]]
+
-
==Customer Maintenance==
+
==Customer Management==
-
*[[Customer Maintenance]]
+
*[[Customer Management]]
-
*[[Customer Detail Information Window]]
+
**[[Customer Detail Information Window]]
-
**[[Customer Detail Information Window - General Tab|General Tab]]
+
***[[Customer Detail Information Window - General Tab|General Tab]]
-
**[[Customer Detail Information Window - House Account Tab|House Account Tab]]
+
***[[Customer Detail Information Window - House Account Tab|House Account Tab]]
-
**[[Customer Detail Information Window - Statistics Tab|Statistics Tab]]
+
***[[Customer Detail Information Window - Statistics Tab|Statistics Tab]]
-
**[[Customer Detail Information Window - Credit Cards Tab|Credit Cards Tab]]
+
***[[Customer Detail Information Window - Credit Cards Tab|Credit Cards Tab]]
-
**[[Customer Detail Information Window - Contacts Tab|Contacts Tab]]
+
***[[Customer Detail Information Window - Contacts Tab|Contacts Tab]]
-
**[[Customer Detail Information Window - Order History Tab|Order History Tab]]
+
***[[Customer Detail Information Window - Order History Tab|Order History Tab]]
-
**[[Customer Detail Information Window - Marketing Tab|Marketing Tab]]
+
***[[Customer Detail Information Window - Marketing Tab|Marketing Tab]]
-
**[[Customer Detail Information Window - Statement Tab|Statement Tab]]
+
***[[Customer Detail Information Window - Statement Tab|Statement Tab]]
-
**[[Customer Detail Information Window - Standing Order Tab|Standing Order Tab]]
+
***[[Customer Detail Information Window - Standing Order Tab|Standing Order Tab]]
-
**[[Customer Detail Information Window - Life Cycle Tab|Life Cycle Tab]]
+
***[[Customer Detail Information Window - Life Cycle Tab|Life Cycle Tab]]
-
*[[Customer Account Balance Detail Window]]
+
**[[Adding New Customers]]
-
*[[Customer Account Balance Detail Report]]
+
**[[Configuring Email Settings for Customers]]
-
*[[Customer Credit Card Window]]
+
**[[Setting Up House Accounts]]
-
*[[Order History Tab]]
+
**[[Preventing Charges on House Accounts]]
-
*[[Standing Order Scheduler Window]]
+
**[[Viewing Customer Statistics]]
-
*[[Printing Life Cycle Detail]]
+
**[[Searching for Customers]]
-
*[[Customer Account Life Cycle Details Report]]
+
***[[Customer Search Window]]
-
*[[Adding New Customers]]
+
**[[Maintaining Credit Card Information]]
-
*[[Customer Search]]
+
**[[Maintaining Customer Contacts]]
-
*[[Searching for Customers]]
+
**[[Viewing Order History for a Customer]]
-
*[[Customer Search Window]]
+
***[[Marking Orders Delivered from Order History]]
-
*[[Setting Up House Accounts]]
+
**[[Standing Orders]]
-
*[[Viewing Customer Statistics]]
+
***[[Printing a List of Standing Order Templates]]
-
*[[Maintaining Credit Card Information]]
+
***[[Creating Standing Order Templates]]
-
*[[Customer Contacts]]
+
***[[Editing Existing Standing Order Templates]]
-
*[[Viewing Order History for a Customer]]
+
***[[Deleting Upcoming Orders to be Generated by a Standing Order Template]]
-
*[[Marking Orders Delivered/Not Delivered]]
+
***[[Removing All Upcoming Orders Based on a Standing Order Template]]
-
*[[Customer Marketing]]
+
***[[Deleting Existing Standing Order Templates]]
-
*[[Customer Statement History]]
+
***[[Standing Order Scheduler Window]]
-
*[[Wedding Accounts]]
+
**[[Using House Accounts for Weddings]]
-
*[[Creating a Wedding Account/Charging Products to Account]]
+
**[[Customer Merge]]
-
*[[Receiving Payments on Wedding Accounts]]
+
***[[Customer Merge Window]]
-
*[[Paying Off the Balance on Wedding Accounts]]
+
**[[Customer Purge]]
-
*[[Customer Merge]]
+
***[[Purge Customers Window]]
-
*[[Customer Merge Window]]
+
**[[Customer Credit Card Window]]
-
*[[Customer Purge]]
+
**[[Customer Account Balance Detail Window]]
-
*[[Protecting Customers from Customer Purge]]
+
**[[Customer Account Balance Detail Report]]
-
*[[Deleting Individual Customers]]
+
-
*[[Purge Customers Window]]
+
==Product Maintenance==
==Product Maintenance==
*[[Product Maintenance]]
*[[Product Maintenance]]
-
*[[Using Product Codes in Order Entry and Point of Sale]]
+
**[[Product Codes]]
-
*[[Searching for Products]]
+
***[[Using Product Codes in Order Entry and Point of Sale]]
-
*[[Product Search Window]]
+
**[[Searching for Products (FTD Mercury X2)|Searching for Products]]
-
*[[Adding New Products]]
+
***[[Product Search Window]]
-
*[[Adding Pictures to Products]]
+
**[[Adding New Products]]
-
*[[Removing Pictures from Local Products]]
+
***[[Adding Pictures to Products]]
-
*[[Product Recipes]]
+
***[[Removing Pictures from Local Products]]
-
*[[Product Entry Window]]
+
***[[Product Recipes]]
-
*[[Quick Picks]]
+
**[[Product Entry Window]]
-
*[[Copying Care Instructions]]
+
**[[Quick Picks]]
-
*[[Deleting Products]]
+
**[[Copying Care Instructions]]
-
*[[Multiple Price Points]]
+
**[[Deleting Products]]
-
*[[FTD Mercury & Your FOL Web Site]]
+
**[[Multiple Price Points]]
-
*[[FOL Product Window]]
+
**[[FTD Mercury & Your FOL Web Site]]
-
*[[Adding Custom Products to Your FOL Web Site]]
+
***[[FOL Product Window]]
-
*[[Editing Custom Products on Your FOL Web Site]]
+
**[[Gift Certificates]]
-
*[[Removing Custom Products from Your FOL Web Site]]
+
**[[Coupons]]
-
*[[Deactivating Custom Products on Your FOL Web Site]]
+
**[[Delivery Zones and Fees]]
-
*[[Changing the Price for Products on Your FOL Web Site]]
+
**[[Bar Codes and Products]]
-
*[[Gift Certificates]]
+
***[[Bar Code Window]]
-
*[[Setting Up Gift Certificates]]
+
-
*[[Coupons]]
+
-
*[[Setting Up Coupons]]
+
-
*[[Delivery Zones and Fees]]
+
-
*[[Bar Codes]]
+
-
*[[Associating Bar Codes with Products]]
+
-
*[[Deleting Associated Bar Codes]]
+
-
*[[Bar Code Window]]
+
*[[Wire Service Product Code List Window]]
*[[Wire Service Product Code List Window]]
==Working with Orders==
==Working with Orders==
*[[Working with Orders]]
*[[Working with Orders]]
-
*[[Point of Sale vs. Order Entry]]
+
**[[Point of Sale vs. Order Entry]]
-
*[[Order Entry Window]]
+
**[[Order Entry Window]]
-
*[[Point of Sale Window]]
+
**[[Point of Sale Window]]
-
*[[Navigating the Order Entry Window and Point of Sale Window]]
+
**[[Navigating the Order Entry and Point of Sale Windows]]
-
*[[Entering Orders]]
+
**[[Entering Orders]]
-
*[[Order Entry Anatomy]]
+
***[[Entering Carry Out Orders]]
-
*[[Filling Out the Order Entry or Point of Sale Window]]
+
***[[Entering Orders for Pickup]]
-
*[[Entering Carry Out Orders]]
+
***[[Entering Orders for Local Delivery]]
-
*[[Entering Orders for Pickup]]
+
***[[Entering Wire Out Orders]]
-
*[[Locating and Completing Pickup Orders]]
+
***[[Entering Phoned-Out Orders]]
-
*[[Entering Orders for Local Delivery]]
+
**[[Attaching Incoming Orders]]
-
*[[Entering Local Deliveries as C.O.D. Orders]]
+
***[[Entering Phoned-In Orders]]
-
*[[Entering Wire Out Orders]]
+
***[[Creating a Wire Out Order from an Incoming Florists Online or Flowers All Hours Order]]
-
*[[Entering Phoned-Out Orders]]
+
**[[Filing Incomplete Orders]]
-
*[[Attaching Incoming Orders]]
+
**[[C.O.D. Orders]]
-
*[[Processing Incoming Wire Orders]]
+
**[[Editing Existing Orders]]
-
*[[Entering Phoned-In Orders]]
+
**[[Editing an Order from History]]
-
*[[Entering Phoned-In Orders When You Know the Order Amount]]
+
**[[Canceling Orders]]
-
*[[Entering Phoned-In Orders Based on Products]]
+
***[[Cancel or Void Order Window]]
-
*[[Creating a Wire Out Order from an Incoming Florists Online or Flowers All Hours Order]]
+
**[[Taking Order Payments]]
-
*[[Order Entry Wire Product]]
+
***[[Payments Window]]
-
*[[Canadian Tax Calculations for Incoming Wire and Phone Orders]]
+
**[[Transferring Orders to Other Stores]]
-
*[[Filing Incomplete Orders]]
+
**[[Using Abbreviation Codes in Orders]]
-
*[[Locating Filed Orders]]
+
***[[Abbreviation Code Lookup Window]]
-
*[[Deleting Previously Filed Orders]]
+
**[[Caller ID and Orders]]
-
*[[C.O.D. Orders]]
+
**[[Gift Cards]]
-
*[[Taking Order Payments]]
+
***[[Selling New Gift Cards]]
-
*[[Debit Card Payments]]
+
***[[Adding Value to Gift Cards]]
-
*[[Redeeming Gift Certificates]]
+
***[[Refunding the Purchase of a Gift Card]]
-
*[[Redeeming Coupons]]
+
***[[Accepting Gift Card Payments]]
-
*[[Payments Window]]
+
***[[Canceling or Refunding Orders Paid for with Gift Cards]]
-
*[[Transferring Orders to Other Stores]]
+
***[[Copying an Order with a Gift Card Payment]]
-
*[[Using Abbreviation Codes in Orders]]
+
***[[Issuing Store Credit with Gift Cards]]
-
*[[Printing Abbreviation Codes]]
+
***[[Gift Card Reporting]]
-
*[[Abbreviation Code Lookup Window]]
+
***[[Gift Card Activity Window]]
-
*[[Caller ID and Orders]]
+
**[[Tickets]]
-
*[[Gift Cards]]
+
***[[Ticket Search Window]]
-
*[[Gift Cards Sales & Redemption]]
+
***[[Searching for Tickets]]
-
*[[Selling New Gift Cards]]
+
***[[Printing Ticket Search Results]]
-
*[[Adding Value to Gift Cards]]
+
***[[Printing Invoices from Ticket Search]]
-
*[[Refunding the Purchase of a Gift Card]]
+
***[[Opening Orders from Ticket Search]]
-
*[[Accepting Gift Card Payments]]
+
***[[Copying Existing Tickets and Sales]]
-
*[[Cancelling or Refunding Orders Paid for with Gift Cards]]
+
***[[Working with Tickets in Order Entry and Point of Sale]]
-
*[[Copying an Order with a Gift Card Payment]]
+
***[[Copying Tickets in Order Entry and Point of Sale]]
-
*[[Issuing Store Credit with Gift Cards]]
+
***[[Removing Individual Tickets from Sales]]
-
*[[Gift Card Reporting]]
+
**[[Handling Funerals with the Funeral Log]]
-
*[[Gift Card Activity Window]]
+
***[[Funeral Log Window]]
-
*[[Tickets]]
+
***[[Adding Funerals to the Funeral Log]]
-
*[[Ticket Search Window]]
+
***[[Add Recipient Window]]
-
*[[Searching for Tickets]]
+
***[[Using Funerals to Select Recipients]]
-
*[[Printing Ticket Search Results]]
+
***[[Changing Funeral Information]]
-
*[[Printing Invoices from Ticket Search]]
+
***[[Generating Acknowledgment List Reports]]
-
*[[Opening Orders from Ticket Search]]
+
***[[Removing Funerals]]
-
*[[Copying Existing Tickets and Sales]]
+
**[[Working with Recipient Pictures]]
-
*[[Working with Tickets in Order Entry/Point of Sale]]
+
***[[Picture Center Window]]
-
*[[Handling Funerals]]
+
***[[Output Options Window (Pictures)]]
-
*[[Opening the Funeral Log]]
+
**[[Standing Orders]]
-
*[[Funeral Log Window]]
+
***[[Creating Standing Order Templates]]
-
*[[Adding Funerals to Funeral Log]]
+
***[[Editing Existing Standing Order Templates]]
-
*[[Add Recipient Window]]
+
***[[Deleting Existing Standing Order Templates]]
-
*[[Using Funerals to Select Recipients]]
+
***[[Deleting Upcoming Orders to be Generated by a Standing Order Template]]
-
*[[Changing Funeral Information]]
+
***[[Removing All Upcoming Orders Based on a Standing Order Template]]
-
*[[Generating Acknowledgement List Reports]]
+
***[[Printing a List of Standing Order Templates]]
-
*[[Removing Funerals]]
+
**[[Order Entry Invoices]]
-
*[[Working with Recipient Pictures]]
+
***[[Printing Invoices to Remote Locations]]
-
*[[Picture Center Window]]
+
***[[Faxing and Emailing Invoices]]
-
*[[Attaching Pictures to Tickets]]
+
***[[Output Options Window]]
-
*[[Sending Product Pictures]]
+
**[[Delivery Confirmation]]
-
*[[Output Options Window]]
+
**[[Processing Refunds & Exchanges]]
-
*[[Standing Orders]]
+
***[[Refund Window]]
-
*[[Creating Standing Order Templates]]
+
**[[Order Life Cycle]]
-
*[[Editing Existing Standing Order Templates]]
+
**[[Using Bar Codes]]
-
*[[Deleting Existing Standing Order Templates]]
+
**[[One-Off Printing]]
-
*[[Deleting Upcoming Orders to be Generated by a Standing Order Template]]
+
**[[Printing Invoices to Remote Locations]]
-
*[[Removing All Upcoming Orders Based on a Standing Order Template]]
+
**[[Faxing and Emailing Invoices]]
-
*[[Printing a List of Standing Order Templates]]
+
**[[Order Entry Invoices]]
-
*[[Order Entry Invoices]]
+
**[[Ticket Status Window]]
-
*[[Printing Invoices to Remote Locations]]
+
**[[Map It Window]]
-
*[[Faxing and Emailing Invoices]]
+
**[[Card Messages and Font Sizes]]
-
*[[Output Options Window]]
+
**[[Sending a Card to Multiple Recipients]]
-
*[[Delivery Confirmation]]
+
***[[Multiple Recipients Window]]
-
*[[Required Configurations for Delivery Confirmation]]
+
**[[Cancel Confirmation Window]]
-
*[[Sending Delivery Confirmation Email Messages]]
+
**[[Email Output Window]]
-
*[[Automatically Sending Delivery Confirmation ANS Messages]]
+
***[[Email Management#Emailing an Ad Hoc Invoice, Order Confirmation, and/or Delivery Confirmation|Emailing an Ad Hoc Invoice, Order Confirmation, and/or Delivery Confirmation]]
-
*[[Marking Orders Delivered in Order Entry]]
+
***[[Order Confirmations|Sending Order Confirmations]]
-
*[[Marking Orders as Delivered in Ticket Search]]
+
***[[Delivery Confirmation|Sending Delivery Confirmations]]
-
*[[Processing Refunds & Exchanges]]
+
-
*[[Refunds and Ticket Search]]
+
-
*[[Refunding Entire Sales with One-Click Refunds]]
+
-
*[[Refunding Single Tickets with One-Click Refunds]]
+
-
*[[Partial Refunds of Sales with One-Click Refunds]]
+
-
*[[Partial Refunds of Single Tickets with One-Click Refunds]]
+
-
*[[Handling Exchanges with One-Click Refunds]]
+
-
*[[New Sale-Based Refunds and Exchanges]]
+
-
*[[Refunds and Wire Out Orders]]
+
-
*[[Refund Window]]
+
-
*[[Order Life Cycle]]
+
-
*[[Order Life Cycle Messages]]
+
-
*[[Printing Order Life Cycle Details]]
+
-
*[[Order Life Cycle Details Report]]
+
-
*[[Additional Order Tasks & Windows]]
+
-
*[[Copying Tickets in Order Entry and Point of Sale]]
+
-
*[[Removing Individual Tickets from Sales]]
+
-
*[[Using Bar Codes]]
+
-
*[[Editing Existing Orders]]
+
-
*[[Canceling Orders]]
+
-
*[[One-Off Printing]]
+
-
*[[Editing an Order from History]]
+
-
*[[Card Messages and Font Sizes]]
+
-
*[[Sending a Card to Multiple Recipients]]
+
-
*[[Ticket Status Window]]
+
-
*[[Delivery Information Window]]
+
-
*[[Map It Window]]
+
-
*[[Cancel Confirmation Window]]
+
-
*[[Multiple Recipients Window]]
+
-
*[[Cancel or Void Order Window]]
+
-
*[[Automated Order Interface]]
+
==Automatic Order Processing==
==Automatic Order Processing==
*[[Automatic Order Processing]]
*[[Automatic Order Processing]]
-
*[[Outgoing Order Handling by Automatic Order Processing]]
+
**[[Outgoing Order Handling by Automatic Order Processing]]
-
*[[Credit Card Payments and Automatic Order Processing]]
+
**[[Credit Card Payments and Automatic Order Processing]]
-
*[[Potential Issues that Prevent Automatic Order Processing]]
+
**[[Potential Issues that Prevent Automatic Order Processing]]
-
*[[Automatic Order Processing Screen]]
+
**[[Mercury Administration Automatic Order Processing Screen|Automatic Order Processing Screen]]
-
*[[Accessing the Automatic Order Processing Screen]]
+
**[[Configuring Automatic Order Processing]]
-
*[[Configuring Automatic Order Processing]]
+
***[[Configuring Automatic Order Processing for Send-Only Florists]]
-
*[[Disabling Automatic Order Processing]]
+
***[[Florists Online and Flowers All Hours Product Codes]]
-
*[[Configuring AOP for Send-Only Florists]]
+
***[[WebGifts Processing]]
-
*[[Florists Online and Flowers All Hours Product Codes]]
+
**[[Searching for Automatically Processed Orders]]
-
*[[Automatic Order Processing and the System Employee]]
+
**[[Automatic Order Processing and the System Employee]]
-
*[[WebGifts Processing]]
+
**[[Automatic Order Processing and Other Wire Services]]
-
*[[AOP and Other Wire Services]]
+
**[[Disabling Automatic Order Processing]]
==Managing Point of Sale Sessions==
==Managing Point of Sale Sessions==
*[[Managing Point of Sale Sessions]]
*[[Managing Point of Sale Sessions]]
-
*[[Point of Sale Sessions]]
+
**[[Setting Up the Cash Drawer]]
-
*[[Point of Sale Configurations]]
+
**[[Setting Up Paid Out/In Types]]
-
*[[Setting Up the Cash Drawer]]
+
**[[Managing the Cash Drawer]]
-
*[[Setting Up Paid Out/In Types]]
+
**[[Setting the Opening Balance]]
-
*[[Adding a Paid Out or Paid In Type]]
+
***[[Opening Balance Window]]
-
*[[Removing an Existing Paid Out or Paid In Type]]
+
**[[Processing a No Sale Transaction]]
-
*[[Renaming a Paid Out/In Type]]
+
***[[No Sale Window]]
-
*[[Managing the Cash Drawer]]
+
**[[Processing a Paid Out or Paid In Transaction]]
-
*[[Setting the Opening Balance]]
+
***[[Paid Out/In Window]]
-
*[[Opening Balance Window]]
+
**[[Z-Out Transactions]]
-
*[[Processing a No Sale Transaction]]
+
***[[Processing a Z-Out Transaction]]
-
*[[No Sale Window]]
+
***[[Z-Out Window]]
-
*[[Processing a Paid Out or Paid In Transaction]]
+
***[[Money Counter Window]]
-
*[[Paid Out/In Window]]
+
**[[X-Out Transactions]]
-
*[[Z-Out Transactions]]
+
**[[Point of Sale History]]
-
*[[Point of Sale Session Scenarios for Z-Out Transactions]]
+
***[[POS Session History Window]]
-
*[[Processing a Z-Out Transaction]]
+
**[[POS Session Detail Window]]
-
*[[Z-Out Window]]
+
**[[POS Manual Entry Window]]
-
*[[Money Counter Window]]
+
**[[POS Registration Window]]
-
*[[X-Out Transactions]]
+
**[[Reprinting Receipts]]
-
*[[Processing an X-Out Transaction]]
+
 
-
*[[Point of Sale History]]
+
==Event Planner==
-
*[[Opening Point of Sale History]]
+
*[[Event Planner]]
-
*[[POS Session History Window]]
+
**[[Event Planner: Creating a New Event|Creating a New Event]]
-
*[[Using the POS Session Detail]]
+
**[[Event Planner: Searching for Existing Events|Searching for Existing Events]]
-
*[[POS Session Detail Window]]
+
**[[Event Planner: Searching for Products|Searching for Products]]
-
*[[POS Manual Entry Window]]
+
**[[Event Planner: Searching for Abbreviation Codes|Searching for Abbreviation Codes]]
-
*[[POS Registration Window]]
+
**[[Event Planner: Editing an Existing Event|Editing an Existing Event]]
-
*[[Reprinting Receipts]]
+
**[[Event Planner: Creating an Event Location|Creating an Event Location]]
 +
**[[Event Planner: Editing an Existing Event Location|Editing an Existing Event Location]]
 +
**[[Event Planner: Adding Products to an Event|Adding Products to an Event]]
 +
**[[Event Planner: Copying Events|Copying Events]]
 +
**[[Event Planner: Deleting Events|Deleting Events]]
 +
**[[Event Planner: Viewing Proposals|Viewing Proposals]]
 +
**[[Event Planner: Viewing Proposal Status|Viewing Proposal Status]]
 +
**[[Event Planner: Generating Proposals|Generating Proposals]]
 +
**[[Event Planner: Accepting Proposals|Accepting Proposals]]
 +
**[[Event Planner: Rejecting Proposals|Rejecting Proposals]]
 +
**[[Event Planner: Converting Proposals into Orders|Converting Proposals into Orders]]
 +
**[[Event Planner: Creating Cover Letters|Creating Cover Letters]]
 +
**[[Event Planner: Launching and Logging into Event Planner|Launching and Logging into Event Planner]]
 +
**[[Event Planner: Configuring the Event Planner Default Settings|Configuring the Event Planner Default Settings]]
 +
**[[Event Planner: Working with Rental Equipment|Working with Rental Equipment]]
 +
**[[Event Planner: Printing Labels|Printing Labels]]
 +
**[[Event Planner: Viewing Event Life Cycle Details|Viewing Event Life Cycle Details]]
 +
**[[Event Planner: House Accounts and Event Planner|House Accounts and Event Planner]]
 +
**[[Event Planner: Logging out of Event Planner|Logging out of Event Planner]]
 +
**[[Event Planner: Abbreviation Code Lookup Screen|Abbreviation Code Lookup Screen]]
 +
**[[Event Planner: Accept Proposal Screen|Accept Proposal Screen]]
 +
**[[Event Planner: Ceremony Screen|Ceremony Screen]]
 +
**[[Event Planner: Cover Letters Screen|Cover Letters Screen]]
 +
**[[Event Planner: Customer Search Screen|Customer Search Screen]]
 +
**[[Event Planner: Default Settings Screen|Default Settings Screen]]
 +
**[[Event Planner: Event Dashboard|Event Dashboard]]
 +
**[[Event Planner: Event Setup Screen|Event Setup Screen]]
 +
**[[Event Planner: Locations Screen|Locations Screen]]
 +
**[[Event Planner: Login Screen|Login Screen]]
 +
**[[Event Planner: Party or Other Screen|Party or Other Screen]]
 +
**[[Event Planner: Personal Flowers Screen|Personal Flowers Screen]]
 +
**[[Event Planner: Print Labels Screen|Print Labels Screen]]
 +
**[[Event Planner: Product Search Screen|Product Search Screen]]
 +
**[[Event Planner: Proposal Screen|Proposal Screen]]
 +
**[[Event Planner: Reception Screen|Reception Screen]]
 +
**[[Event Planner: Send Proposal Screen|Send Proposal Screen]]
==Design Center==
==Design Center==
*[[Design Center]]
*[[Design Center]]
-
*[[Opening Design Center]]
+
**[[Opening Design Center]]
-
*[[Design Center Window]]
+
**[[Assigning Products to Designers (FTD Mercury X2)|Assigning Products to Designers]]
-
*[[Assigning Products to Designers]]
+
**[[Optimizing Workflows Using Bar Code Scanners]]
-
*[[Optimizing Workflows Using Bar Code Scanners]]
+
**[[Analyzing Designer Workloads]]
-
*[[Analyzing Designer Workloads]]
+
**[[Marking Products Designed (FTD Mercury X2)|Marking Products Designed]]
-
*[[Designer Analysis Window]]
+
**[[Viewing Product Pictures and Recipes (FTD Mercury X2)|Viewing Product Pictures and Recipes]]
-
*[[Marking Products Designed]]
+
**[[Attaching Design Pictures to Tickets (FTD Mercury X2)|Attaching Design Pictures to Tickets]]
-
*[[Viewing Product Pictures and Recipes]]
+
**[[Printing Invoices from Design Center]]
-
*[[Attaching Design Pictures to Tickets]]
+
**[[Design Center Window]]
-
*[[Printing Invoices]]
+
**[[Designer Analysis Window]]
==Processing and Settling Credit Cards==
==Processing and Settling Credit Cards==
*[[Processing and Settling Credit Cards]]
*[[Processing and Settling Credit Cards]]
-
*[[Processing Credit Cards]]
+
**[[Processing Credit Cards]]
-
*[[Changing the Price for a Credit Card Prior to Settlement]]
+
**[[Changing the Price for a Credit Card Prior to Settlement]]
-
*[[Voice Authorizing Credit Cards]]
+
**[[Voice Authorizing Credit Cards]]
-
*[[Credit Card Authorization Window]]
+
***[[Credit Card Authorization Window]]
-
*[[View Credit Card Authorization Window]]
+
***[[View Credit Card Authorization Window]]
-
*[[Searching for Credit Card Transactions]]
+
**[[Searching for Credit Card Transactions]]
-
*[[Viewing Credit Card Transactions from the Credit Card Search Window]]
+
***[[Credit Card Search Window]]
-
*[[Resending Credit Card Transactions from the Credit Card Search Window]]
+
***[[Viewing Credit Card Transactions from the Credit Card Search Window]]
-
*[[Voice Authorizing Credit Card Transactions from the Credit Card Search Window]]
+
***[[Resending Credit Card Transactions from the Credit Card Search Window]]
-
*[[Deleting Unapproved Credit Card Transactions from the Credit Card Search Window]]
+
***[[Voice Authorizing Credit Card Transactions from the Credit Card Search Window]]
-
*[[Credit Card Search Window]]
+
***[[Deleting Unapproved Credit Card Transactions from the Credit Card Search Window]]
-
*[[Credit Card Settlement]]
+
**[[Credit Card Settlement]]
-
*[[Credit Card Settlement Window]]
+
***[[Credit Card Settlement Window]]
-
*[[Handling Unsettled Credit Card Authorizations]]
+
**[[Handling Unsettled Credit Card Authorizations]]
-
*[[Unsettled Credit Card Authorizations Window]]
+
***[[Unsettled Credit Card Authorizations Window]]
-
*[[View Settlement Totals Window]]
+
**[[View Settlement Totals Window]]
==Mercury Delivery==
==Mercury Delivery==
*[[Mercury Delivery]]
*[[Mercury Delivery]]
-
*[[Address Verification]]
+
**[[Address Verification]]
-
*[[Mapping and Routing Using Mercury Delivery]]
+
**[[Mapping and Routing Using Mercury Delivery]]
-
*[[Delivery Snapshot Window]]
+
***[[Delivery Snapshot Window]]
-
*[[About Mercury Delivery Processing Application Window]]
+
***[[About Mercury Delivery Processing Application Window]]
-
*[[Delivery Zones]]
+
**[[Delivery Zones]]
-
*[[Creating Delivery Zones]]
+
***[[Creating Delivery Zones]]
-
*[[Creating Delivery Zones by Map]]
+
****[[Create Zone Window]]
-
*[[Creating Delivery Zones by ZIP/Postal Code]]
+
****[[Find Window]]
-
*[[Creating Delivery Zones by Address]]
+
***[[Removing Delivery Zones]]
-
*[[Find Window]]
+
***[[Delivery Zones List]]
-
*[[Removing Delivery Zones]]
+
**[[Creating Delivery Routes]]
-
*[[Create Zone Window]]
+
***[[Create Routes Window]]
-
*[[Delivery Zones List]]
+
***[[Complete Route Window]]
-
*[[Creating Delivery Routes]]
+
***[[Changing the Route Name or Origin]]
-
*[[Create Routes Window]]
+
***[[Rename Route Window]]
-
*[[Complete Route Window]]
+
***[[Route Origin Window]]
-
*[[Changing the Route Name or Origin]]
+
***[[Optimizing Routes]]
-
*[[Rename Route Window]]
+
****[[Optimize Route Options Window]]
-
*[[Route Origin Window]]
+
***[[Changing the Delivery Zone for an Order]]
-
*[[Optimizing Routes]]
+
****[[Change Zone Window]]
-
*[[Optimize Route Options Window]]
+
***[[Viewing Order Details (Products)]]
-
*[[Changing the Delivery Zone for an Order]]
+
****[[Order Details Window]]
-
*[[Change Zone Window]]
+
***[[Adding Additional Orders to the Route]]
-
*[[Viewing Order Details (Products)]]
+
****[[Add Order Window]]
-
*[[Order Details Window]]
+
****[[Add Zone Window]]
-
*[[Adding Additional Orders to the Route]]
+
***[[Adding Non-Order Stops to the Route]]
-
*[[Add Order Window]]
+
***[[Linking and Unlinking Orders]]
-
*[[Add Zone Window]]
+
***[[Removing Orders from the Route]]
-
*[[Adding Non-Order Stops to the Route]]
+
***[[Editing Saved (Incomplete) Routes]]
-
*[[Linking and Unlinking Orders]]
+
****[[Select Saved Routes Window]]
-
*[[Removing Orders from the Route]]
+
****[[Saved Routes Window]]
-
*[[Editing Saved (Incomplete) Routes]]
+
**[[Modifying Delivery Routes]]
-
*[[Select Saved Routes Window]]
+
**[[Viewing Routing Progress]]
-
*[[Saved Routes Window]]
+
***[[Select Routing Progress Window]]
-
*[[Modifying Delivery Routes]]
+
***[[Routing Progress Window]]
-
*[[Viewing Routing Progress]]
+
***[[Viewing the Route Details]]
-
*[[Select Routing Progress Window]]
+
**[[Wrapping Up Routes]]
-
*[[Routing Progress Window]]
+
***[[Truck Return]]
-
*[[Viewing the Route Details]]
+
****[[Truck Return Window]]
-
*[[Wrapping Up Routes]]
+
****[[Handling Truck Returns]]
-
*[[Truck Return]]
+
****[[Marking an Entire Route as Delivered]]
-
*[[Truck Return Window]]
+
****[[Truck Stop Details Window]]
-
*[[Handling Truck Returns]]
+
****[[Redelivery Window]]
-
*[[Marking an Entire Route as Delivered]]
+
**[[Follow Up Deliveries]]
-
*[[Truck Stop Details Window]]
+
***[[Follow Up Deliveries Window]]
-
*[[Redelivery Window]]
+
**[[Using Garmin GPS Devices for Delivery]]
-
*[[Follow Up Deliveries]]
+
**[[Delivery Reports]]
-
*[[Follow Up Delivery Window]]
+
***[[Delivery Zone Report]]
-
*[[Using Garmin GPS Devices for Delivery]]
+
***[[Delivery Report]]
-
*[[Setting Your Home Location on the GPS Device]]
+
****[[Reprint Route Report]]
-
*[[Removing Previous Routes from the GPS Device]]
+
****[[Non Routed Orders Report]]
-
*[[Uploading Routes to the GPS Device]]
+
****[[Both Routed and Non Routed Orders Report]]
-
*[[Accessing Routes on the GPS Device]]
+
****[[Delivered Orders Report]]
-
*[[Getting Directions to Your Home Location]]
+
****[[Delivery Report Window]]
-
*[[Returning to Your Shop After a Delivery Route]]
+
***[[Delivery Trip Analysis Report]]
-
*[[Delivery Reports]]
+
***[[Delivery Problem Report]]
-
*[[Delivery Zone Report]]
+
**[[Downloading Free Construction Updates]]
-
*[[Delivery Report]]
+
**[[Wireless Delivery Confirmation]]
-
*[[Reprint Route Report]]
+
***[[Setting Up Wireless Delivery Confirmation]]
-
*[[Non Routed Orders Report]]
+
***[[Using Wireless Delivery Confirmation]]
-
*[[Both Routed and Non Routed Orders Report]]
+
****[[Downloading the Route Information to the Phone]]
-
*[[Delivered Orders Report]]
+
****[[Receiving Orders on the Phone/Marking Orders Delivered]]
-
*[[Delivery Report Window]]
+
*****[[Completing a Route from a Phone]]
-
*[[Delivery Trip Analysis Report]]
+
***[[Updating Your etrace Phone Software]]
-
*[[Delivery Problem Report]]
+
***[[GPS Upgrade]]
-
*[[Downloading Free Construction Updates]]
+
****[[Tracking Phone Location (With No Orders Downloaded)]]
-
*[[Wireless Delivery Confirmation]]
+
***[[IVR]]
-
*[[Setting Up Wireless Delivery Confirmation]]
+
****[[Setting Up IVR]]
-
*[[Step 1: Set Up Delivery Codes]]
+
****[[Activating IVR (Support Assisted)]]
-
*[[Step 2: Collect the Login Names of Your "Wireless" Employees]]
+
****[[Completing Delivery Routes in Mercury Delivery for IVR]]
-
*[[Step 3: Confirm the License Key is Valid]]
+
****[[Calling in to Receive Orders/Marking Orders Delivered]]
-
*[[Step 4: Set Up Remote Delivery in Mercury Administration (Support Assisted)]]
+
****[[Completing a Route from the Phone]]
-
*[[Step 5: Create Wireless Employees on the Gearworks Web Site (Support Assisted)]]
+
-
*[[Step 6: Set Up Your Phones on the Gearworks Web Site (Support Assisted)]]
+
-
*[[Step 7: Activate Your Phones (Support Assisted)]]
+
-
*[[Using Wireless Delivery Confirmation]]
+
-
*[[Downloading the Route Information to the Phone]]
+
-
*[[Receiving Orders on the Phone/Marking Orders Delivered]]
+
-
*[[Completing a Route]]
+
-
*[[Updating Your etrace Phone Software]]
+
-
*[[GPS Upgrade]]
+
-
*[[Tracking Phone Location (With No Orders Downloaded)]]
+
-
*[[IVR]]
+
-
*[[Setting Up IVR]]
+
-
*[[Activating IVR (Support Assisted)]]
+
-
*[[Completing Delivery Routes in Mercury Delivery for IVR]]
+
-
*[[Calling In to Receive Orders/Marking Orders Delivered]]
+
-
*[[Completing a Route from the Phone]]
+
==Mercury Marketing==
==Mercury Marketing==
*[[Mercury Marketing]]
*[[Mercury Marketing]]
-
*[[Marketing Ideas]]
+
**[[Marketing Letters]]
-
*[[Marketing Letters]]
+
**[[Marketing Categories]]
-
*[[Printing Florist Thank You Letters]]
+
**[[Mercury Marketing]]
-
*[[Florist Thank You Letter]]
+
***[[Creating Direct Mail Marketing Campaigns]]
-
*[[Printing Order Recipient Discount Letters]]
+
***[[Creating Other (Third-Party) Marketing Campaigns]]
-
*[[Recipient Discount Letter]]
+
***[[Scheduling Campaigns]]
-
*[[Printing Mailing Labels]]
+
***[[Campaign Analysis]]
-
*[[Printing Occasion Code Letters]]
+
***[[Deleting Campaigns]]
-
*[[Occasion Code Letter]]
+
***[[Marketing Templates]]
-
*[[Creating Customer Letters]]
+
***[[Email Marketing Campaigns]]
-
*[[Printing Delinquency Letters]]
+
***[[Mercury Marketing Wizard]]
-
*[[Delinquency Letter]]
+
****[[Mercury Marketing Wizard: Welcome Panel|Welcome Panel]]
-
*[[Modifying Letter Templates]]
+
****[[Mercury Marketing Wizard: Create Campaign Panel|Create Campaign Panel]]
-
*[[Marketing Categories]]
+
****[[Mercury Marketing Wizard: Select Target List Panel|Select Target List Panel]]
-
*[[Assigning Marketing Categories to Customers]]
+
****[[Mercury Marketing Wizard: Key Criteria Panel|Key Criteria Panel]]
-
*[[Using Customer Categories in Reports]]
+
****[[Mercury Marketing Wizard: Output Fields Panel|Output Fields Panel]]
-
*[[Mercury Marketing Module]]
+
****[[Mercury Marketing Wizard: Preview and Edit List Panel|Preview and Edit List Panel]]
-
*[[Launching the Mercury Marketing Module]]
+
****[[Mercury Marketing Wizard: Save Campaign Panel|Save Campaign Panel]]
-
*[[Marketing Campaigns]]
+
****[[Mercury Marketing Wizard: All Campaigns Window|All Campaigns Window]]
-
*[[Creating Direct Mail Marketing Campaigns]]
+
****[[Mercury Marketing Wizard: Add New Referral Code Window|Add New Referral Code Window]]
-
*[[Creating Direct Mail Marketing Campaigns Using Predefined Templates]]
+
****[[Mercury Marketing Wizard: Campaign Analysis Window|Campaign Analysis Window]]
-
*[[Creating Direct Mail Marketing Campaigns Using Custom Templates]]
+
****[[Mercury Marketing Wizard: All Criteria Window|All Criteria Window]]
-
*[[Creating a Birthday Reminder Direct Mail Campaign]]
+
****[[Mercury Marketing Wizard: Selected Criteria Window|Selected Criteria Window]]
-
*[[Creating a New Holiday Reminder Direct Mail Campaign]]
+
****[[Mercury Marketing Wizard: Campaign Scheduler Window|Campaign Scheduler Window]]
-
*[[Creating Other (Third-Party) Marketing Campaigns]]
+
 
-
*[[Scheduling Campaigns]]
+
==FTD Mercury Mobile==
-
*[[Campaign Analysis]]
+
*[[FTD Mercury Mobile]]
-
*[[Deleting Campaigns]]
+
**[[Confirming Orders in FTD Mercury Mobile]]
-
*[[Templates]]
+
**[[Viewing Incoming Mercury Messages in FTD Mercury Mobile]]
-
*[[Modifying an Existing Template]]
+
**[[Viewing Order Information in FTD Mercury Mobile]]
-
*[[Creating a New Template]]
+
**[[Viewing Delivery Information in FTD Mercury Mobile]]
-
*[[Creating a Single Postcard Template]]
+
**[[FTD Mercury Mobile Dashboard Messages#Viewing Dashboard Messages|Viewing Messages from Mercury Support and Education]]
-
*[[Email Marketing Campaigns]]
+
**[[FTD Mercury Mobile Settings#Configuring FTD Mercury Mobile Settings|Configuring FTD Mercury Mobile Settings]]
-
*[[Creating Email Campaigns in the Marketing Wizard]]
+
**[[FTD Mercury Mobile Dashboard|Dashboard]]
-
*[[Executing Your Email Marketing Campaign on the Constant Contact Web Site]]
+
**[[FTD Mercury Mobile Dashboard Messages|Dashboard Messages]]
-
*[[Guidelines for Developing Email Campaign Messages]]
+
**[[FTD Mercury Mobile Delivery Snapshot|Delivery Snapshot]]
-
*[[Creating a List of Customer Email Addresses]]
+
**[[FTD Mercury Mobile Mark Order Delivered Screen|Delivery Confirmation]]
-
*[[Mercury Marketing Wizard Reference]]
+
**[[FTD Mercury Mobile Settings|Settings]]
-
*[[Welcome Panel]]
+
-
*[[Create Campaign Panel]]
+
-
*[[All Campaigns Window]]
+
-
*[[Add New Referral Code Window]]
+
-
*[[Campaign Analysis Window]]
+
-
*[[Select Target List Panel]]
+
-
*[[Key Criteria Panel]]
+
-
*[[Output Fields Panel]]
+
-
*[[Preview and Edit List Panel]]
+
-
*[[Selected Criteria Window]]
+
-
*[[Save Campaign Panel]]
+
-
*[[Campaign Scheduler Window]]
+
-
*[[All Criteria Window]]
+
==Wire Service Reconciliation==
==Wire Service Reconciliation==
*[[Wire Service Reconciliation]]
*[[Wire Service Reconciliation]]
-
*[[Automatic Reconciliation]]
+
**[[Automatic Reconciliation]]
-
*[[Manual Reconciliation]]
+
**[[Manual Reconciliation]]
-
*[[Editing Previous Wire Reconciliation Batches]]
+
**[[Editing Previous Wire Reconciliation Batches]]
==Accounts Receivable==
==Accounts Receivable==
*[[Accounts Receivable]]
*[[Accounts Receivable]]
-
*[[Billing Functions]]
+
**[[Establishing House Accounts]]
-
*[[Establishing House Accounts]]
+
**[[Receiving Payments on House Accounts]]
-
*[[Receiving Payments on House Accounts]]
+
***[[Receive Customer Payment on Account Window]]
-
*[[Receiving Payments in Point of Sale]]
+
***[[Allocating Previous Payments]]
-
*[[Receiving Payment from the FTD Mercury Main Menu]]
+
***[[Canceling Payments]]
-
*[[Receive Customer Payment On Account Window]]
+
**[[Statements]]
-
*[[Allocating Previous Payments]]
+
***[[Generating Statements]]
-
*[[Canceling Payments]]
+
***[[Searching for Statements]]
-
*[[Statements]]
+
***[[Selecting the Preferred Billing Method for a Customer (Email, Fax, and/or Printed Statement)]]
-
*[[Required Setups for Faxing and Emailing Statements]]
+
***[[Collecting Email/Fax Information]]
-
*[[Collecting Email/Fax Information]]
+
***[[Re-Printing/Re-Faxing/Re-Emailing Statements]]
-
*[[Selecting the Preferred Billing Method for a customer (Email, Fax, or Printed Statement)]]
+
***[[Validating that Statements Were Emailed or Faxed]]
-
*[[Generating Statements]]
+
***[[Generating Invoices]]
-
*[[Generate Statements Window]]
+
***[[Performing Invoice Billing]]
-
*[[Output Statements Window]]
+
****[[Invoice Billing Window]]
-
*[[Deleting Finance Charges]]
+
***[[Deleting Finance Charges]]
-
*[[Finance Charge Window]]
+
***[[Renaming Billing Cycles]]
-
*[[Renaming Billing Cycles]]
+
***[[Generate Statements Window]]
-
*[[View Statements Window]]
+
***[[Output Statements Window]]
-
*[[Generating Invoices]]
+
**[[Deleting Finance Charges]]
-
*[[Performing Invoice Billing]]
+
***[[Finance Charges Window]]
-
*[[Invoice Billing Window]]
+
**[[Searching for Statements]]
-
*[[Validating that Statements Were Emailed or Faxed]]
+
***[[Statement Search Window]]
-
*[[Re-Printing/Re-Faxing/Re-Emailing Statements]]
+
***[[View Statements Window]]
-
*[[Searching for Statements]]
+
**[[Credit and Debit Memos]]
-
*[[Statement Search Window]]
+
***[[Credit/Debit Memo Window]]
-
*[[View Statements Window]]
+
***[[Order Entry Item Window]]
-
*[[Credit and Debit Memos]]
+
-
*[[Credit/Debit Memo Window]]
+
-
*[[Creating Credit Memos]]
+
-
*[[Creating Debit Memos]]
+
-
*[[Order Entry Item Window]]
+
==Business Reports==
==Business Reports==
*[[Business Reports]]
*[[Business Reports]]
-
*[[Abbreviated Customer Master List with Balance Report]]
+
**[[Abbreviated Customer Master List with Balance Report]]
-
*[[Abbreviated Customer Master List with Days Late Report]]
+
**[[Abbreviated Customer Master List with Days Late Report]]
-
*[[Aged Analysis Reports]]
+
**[[Aged Analysis Reports]]
-
*[[Business Snapshot Report]]
+
**[[Business Snapshot Report]]
-
*[[Credit Card Settlement History Report]]
+
**[[Credit Card Settlement History Report]]
-
*[[Customer Account Payment Report]]
+
**[[Customer Account Payment Report]]
-
*[[Customer Master List]]
+
**[[Customer Master List]]
-
*[[Employee Analysis Report]]
+
**[[Employee Analysis Report]]
-
*[[Life Cycle Report]]
+
**[[Life Cycle Report]]
-
*[[Employee Sales Report]]
+
**[[Employee Sales Report]]
-
*[[Message Report]]
+
**[[Message Report]]
-
*[[Payment Type Totals Report]]
+
**[[Payment Type Totals Report]]
-
*[[Product Comparison Report]]
+
**[[Product Comparison Report]]
-
*[[Product Sales Reports]]
+
**[[Product Sales Reports]]
-
*[[Reciprocity Report]]
+
**[[Reciprocity Report]]
-
*[[Report of Orders Filled]]
+
**[[Report of Orders Filled]]
-
*[[Sales by Referral Code Report]]
+
**[[Sales by Referral Code Report]]
-
*[[Sales Summary Report]]
+
**[[Sales Summary Report]]
-
*[[Sales Tax Report]]
+
**[[Sales Tax Report]]
-
*[[Standing Order Log Detail Report]]
+
**[[Standing Order Log Detail Report]]
-
*[[Standing Order Log Summary Report]]
+
**[[Standing Order Log Summary Report]]
-
*[[Tax Exempt Customer Report]]
+
**[[Tax Exempt Customer Report]]
-
*[[Ticket Report]]
+
**[[Ticket Report]]
-
*[[Wire Reconciliation Report]]
+
**[[Wire Reconciliation Report]]
-
*[[Wire Service Incoming/Outgoing Report]]
+
**[[Wire Service Incoming/Outgoing Report]]
==Mercury Accounting and QuickBooks Integration==
==Mercury Accounting and QuickBooks Integration==
*[[Mercury Accounting and QuickBooks Integration]]
*[[Mercury Accounting and QuickBooks Integration]]
-
*[[Mercury Accounting Main Menu]]
+
**[[Mercury Accounting Main Menu]]
-
*[[If You Are Already Using QuickBooks]]
+
**[[If You Are Already Using QuickBooks]]
-
*[[Setting Up QuickBooks]]
+
**[[Setting Up QuickBooks]]
-
*[[The Chart of Accounts Wizard]]
+
**[[The Chart of Accounts Wizard]]
-
*[[The Balance Wizard (Exporting to QuickBooks)]]
+
**[[The Balance Wizard (Exporting to QuickBooks)]]
-
*[[General Ledger Export History]]
+
**[[General Ledger Export History]]
-
*[[Using QuickBooks]]
+
**[[Using QuickBooks]]
==Fax and Email==
==Fax and Email==
-
*[[Fax and Email]]
+
*[[Fax & Email]]
-
*[[Fax & Email Monitor Application]]
+
**[[Fax & Email Monitor]]
-
*[[Fax Tab]]
+
**[[Logging into the Fax & Email Monitor Application]]
-
*[[Email Tab]]
+
**[[Manually Deleting Email Messages and Faxes]]
-
*[[Scheduler Tab]]
+
**[[Resending a Fax]]
-
*[[Logging Into the Fax and Email Monitor Application]]
+
**[[Resending an Email Message]]
-
*[[Manually Deleting Email Messages and Faxes]]
+
**[[Rescheduling Jobs]]
-
*[[Resending a Fax]]
+
-
*[[Resending an Email Message]]
+
-
*[[Rescheduling Jobs]]
+
==FTD Document Center==
==FTD Document Center==
*[[FTD Document Center]]
*[[FTD Document Center]]
-
*[[Opening the FTD Document Center]]
+
**[[Opening the FTD Document Center]]
-
*[[Creating a New Template]]
+
**[[Creating a New Template]]
-
*[[Create a New Template Window]]
+
**[[Create a New Template Window]]
-
*[[Opening an Existing Template]]
+
**[[Opening an Existing Template]]
-
*[[Customizing Templates]]
+
**[[Customizing Templates]]
-
*[[Saving the Template]]
+
**[[Saving the Template]]
-
*[[Exiting the FTD Document Center]]
+
**[[Exiting the FTD Document Center]]
==Mercury Administration==
==Mercury Administration==
*[[Mercury Administration]]
*[[Mercury Administration]]
-
**[[Mercury Administration: Accounting Folder|Accounting]]
+
**[[Mercury Administration: Accounting Folder|Accounting Folder]]
***[[Mercury Administration: HouseAccount Screen|HouseAccount Screen]]
***[[Mercury Administration: HouseAccount Screen|HouseAccount Screen]]
***[[Mercury Administration: Dunning Message Screen|Dunning Message Screen]]
***[[Mercury Administration: Dunning Message Screen|Dunning Message Screen]]
Line 662: Line 638:
***[[Mercury Administration: Marketing Screen|Marketing Screen]]
***[[Mercury Administration: Marketing Screen|Marketing Screen]]
***[[Mercury Administration: Store Transfers Screen|Store Transfers Screen]]
***[[Mercury Administration: Store Transfers Screen|Store Transfers Screen]]
-
**[[Mercury Administration: Communication Folder|Communication]]
+
**[[Mercury Administration: Communication Folder|Communication Folder]]
-
 
+
***[[Mercury Administration: Email Screen|Email Screen]]
-
**[[Mercury Administration: Delivery Folder|Delivery]]
+
***[[Mercury Administration: Fax Screen|Fax Screen]]
 +
***[[Mercury Administration: Internet Screen|Internet Screen]]
 +
***[[Mercury Administration: MailServer Screen|MailServer Screen]]
 +
***[[Mercury Administration: Mercury Connection Screen|Mercury Connection Screen]]
 +
***[[Mercury Administration: Phone Lines Screen|Phone Lines Screen]]
 +
***[[Mercury Administration: Remote Delivery Screen|Remote Delivery Screen]]
 +
**[[Mercury Administration: Delivery Folder|Delivery Folder]]
***[[Mercury Administration: Delivery Code Screen|Delivery Code Screen]]
***[[Mercury Administration: Delivery Code Screen|Delivery Code Screen]]
***[[Mercury Administration: Delivery Priority Code Screen|Delivery Priority Code Screen]]
***[[Mercury Administration: Delivery Priority Code Screen|Delivery Priority Code Screen]]
Line 670: Line 652:
***[[Mercury Administration: Delivery Zone Fees Screen|Delivery Zone Fees Screen]]
***[[Mercury Administration: Delivery Zone Fees Screen|Delivery Zone Fees Screen]]
***[[Mercury Administration: Address Verification Screen|Address Verification Screen]]
***[[Mercury Administration: Address Verification Screen|Address Verification Screen]]
-
**[[Mercury Administration: Employee Folder|Employee]]
+
**[[Mercury Administration: Employee Folder|Employee Folder]]
***[[Mercury Administration: Employees Screen|Employees Screen]]
***[[Mercury Administration: Employees Screen|Employees Screen]]
***[[Mercury Administration: Employee Type Screen|Employee Type Screen]]
***[[Mercury Administration: Employee Type Screen|Employee Type Screen]]
***[[Mercury Administration: Job Functions Screen|Job Functions Screen]]
***[[Mercury Administration: Job Functions Screen|Job Functions Screen]]
-
**[[Mercury Administration: Security Folder|Security]]
+
**[[Mercury Administration: Security Folder|Security Folder]]
***[[Mercury Administration: License Screen|License Screen]]
***[[Mercury Administration: License Screen|License Screen]]
***[[Mercury Administration: Window Access Screen|Window Access Screen]]
***[[Mercury Administration: Window Access Screen|Window Access Screen]]
***[[Mercury Administration: Audit Trail Screen|Audit Trail Screen]]
***[[Mercury Administration: Audit Trail Screen|Audit Trail Screen]]
-
**[[Mercury Administration: Store Folder|Store]]
+
**[[Mercury Administration: Store Folder|Store Folder]]
***[[Mercury Administration: General Screen|General Screen]]
***[[Mercury Administration: General Screen|General Screen]]
***[[Mercury Administration: Wire Code Screen|Wire Code Screen]]
***[[Mercury Administration: Wire Code Screen|Wire Code Screen]]
***[[Mercury Administration: Store Settings Screen|Store Settings Screen]]
***[[Mercury Administration: Store Settings Screen|Store Settings Screen]]
-
**[[Mercury Administration: System Folder|System]]
+
**[[Mercury Administration: System Folder|System Folder]]
***[[Mercury Administration: Abbreviation Codes Screen|Abbreviation Codes Screen]]
***[[Mercury Administration: Abbreviation Codes Screen|Abbreviation Codes Screen]]
***[[Mercury Administration: Address Types Screen|Address Types Screen]]
***[[Mercury Administration: Address Types Screen|Address Types Screen]]
Line 691: Line 673:
***[[Mercury Administration: Paid Out/In Types Screen|Paid Out/In Types Screen]]
***[[Mercury Administration: Paid Out/In Types Screen|Paid Out/In Types Screen]]
***[[Mercury Administration: Advanced Settings Screen|Advanced Settings Screen]]
***[[Mercury Administration: Advanced Settings Screen|Advanced Settings Screen]]
-
**[[Mercury Administration: Printer Settings Folder|Printer Settings]]
+
**[[Mercury Administration: Printer Settings Folder|Printer Settings Folder]]
***[[Mercury Administration: Form Alignment Screen|Form Alignment Screen]]
***[[Mercury Administration: Form Alignment Screen|Form Alignment Screen]]
***[[Mercury Administration: Printer Routing Screen|Printer Routing Screen]]
***[[Mercury Administration: Printer Routing Screen|Printer Routing Screen]]
***[[Mercury Administration: Default Form Printing Screen|Default Form Printing Screen]]
***[[Mercury Administration: Default Form Printing Screen|Default Form Printing Screen]]
***[[Mercury Administration: Form Format Screen|Form Format Screen]]
***[[Mercury Administration: Form Format Screen|Form Format Screen]]
-
**[[Mercury Administration: Wire Service Folder|Wire Service]]
+
**[[Mercury Administration: Wire Service Folder|Wire Service Folder]]
***[[Mercury Administration: WireServices Screen|WireServices Screen]]
***[[Mercury Administration: WireServices Screen|WireServices Screen]]
***[[Mercury Administration: CurrencySettings Screen|CurrencySettings Screen]] (available only on Canadian systems)
***[[Mercury Administration: CurrencySettings Screen|CurrencySettings Screen]] (available only on Canadian systems)
Line 703: Line 685:
==Dashboard==
==Dashboard==
*[[Dashboard]]
*[[Dashboard]]
-
*[[Dashboard Window]]
+
**[[Dashboard Window]]
-
*[[Enabling Dashboard]]
+
**[[Enabling Dashboard]]
-
*[[Enabling Dashboard in Mercury Administration]]
+
**[[Refreshing Dashboard]]
-
*[[Configuring Terminals to Display the Dashboard]]
+
**[[Dashboard Messages]]
-
*[[Opening Dashboard]]
+
**[[Your Message Window]]
-
*[[Refreshing Dashboard]]
+
**[[Setting the Weather Gadget Location]]
-
*[[Dashboard Messages]]
+
***[[Weather Location Window]]
-
*[[Printing Dashboard messages]]
+
**[[Specifying the Web Address for My Link to Open]]
-
*[[Deleting Dashboard Messages]]
+
***[[My Link Window]]
-
*[[Your Message Window]]
+
**[[Configuring the Unattached Mercury Message Alert Threshold]]
-
*[[Setting the Weather Gadget Location]]
+
**[[About Dashboard Window]]
-
*[[Weather Location Window]]
+
-
*[[Specifying the Web Address for My Link to Open]]
+
-
*[[My Link Window]]
+
-
*[[Configuring the Unattached Mercury Message Alert Threshold]]
+
-
*[[About Dashboard Window]]
+
==Multi-Store Capabilities==
==Multi-Store Capabilities==
*[[Multi-Store Capabilities]]
*[[Multi-Store Capabilities]]
-
*[[Adding New Stores to Multi-Store Environments]]
+
**[[Adding New Stores to Multi-Store Environments]]
-
*[[Employees and Multiple Stores]]
+
**[[Employees in Multi-Store Environments]]
-
*[[Customers and Multiple Stores]]
+
**[[Customers in Multi-Store Environments]]
-
*[[Statements in Multi-Store Environments]]
+
**[[Statements in Multi-Store Environments]]
-
*[[Order Entry/Point of Sale]]
+
**[[Order Entry/Point of Sale in Multi-Store Environments]]
-
*[[Ticket Search]]
+
**[[Ticket Search in Multi-Store Environments]]
-
*[[Product Codes and Product Search]]
+
**[[Product Codes and Product Search in Multi-Store Environments]]
-
*[[Wire Service Reconciliation]]
+
**[[Wire Service Reconciliation in Multi-Store Environments]]
-
*[[Reports]]
+
**[[Reports in Multi-Store Environments]]
-
*[[Remote Location Printing]]
+
**[[Remote Location Printing in Multi-Store Environments]]
==Web Order Interface==
==Web Order Interface==
*[[Web Order Interface]]
*[[Web Order Interface]]
-
*[[How the Web Order Interface Works]]
 
-
*[[Requirements for Your Web Site]]
 
-
*[[Setting Up the Web Order Interface]]
 
-
*[[Before You Begin]]
 
-
*[[Step 1: Confirm that the License Key is Valid]]
 
-
*[[Step 2: Set Up Your Mail Server Information in Mercury Administration]]
 
*[[How Messages are Retrieved from Your Email Account]]
*[[How Messages are Retrieved from Your Email Account]]
*[[Processing Web Orders in FTD Mercury]]
*[[Processing Web Orders in FTD Mercury]]
*[[Web Order Interface Web Site Requirements]]
*[[Web Order Interface Web Site Requirements]]
-
*[[General Requirements]]
 
-
*[[Field Requirements]]
 
-
*[[Other Formatting Considerations]]
 
-
*[[Encryption]]
 
==Credit Card Authorization Codes==
==Credit Card Authorization Codes==
*[[Credit Card Authorization Codes]]
*[[Credit Card Authorization Codes]]
 +
*[[Address Verification Response Codes]]
==State and Province Abbreviations==
==State and Province Abbreviations==
Line 757: Line 725:
==Debit Cards==
==Debit Cards==
*[[Debit Cards]]
*[[Debit Cards]]
-
*[[Configuring Canadian Systems for Debit Card Transactions]]
 
-
*[[Using Debit Cards on Canadian Systems]]
 
-
*[[Debit Card Payments in Point of Sale]]
 
-
*[[Debit Card Payments in Order Entry]]
 
-
*[[Splitting Payments]]
 
-
*[[Debit Card Refunds]]
 
-
*[[Reversal File]]
 
-
*[[Accounting Balance Report in Detail]]
 
-
*[[Approval and Declined Responses]]
 
==Automatic Software Updates==
==Automatic Software Updates==
*[[Automatic Software Updates]]
*[[Automatic Software Updates]]
*[[Automatic Software Updates Window]]
*[[Automatic Software Updates Window]]
-
*[[Automatic Software Updates Status]]
 
-
*[[Automatic Software Updates Settings]]
 
*[[Checking for Updates]]
*[[Checking for Updates]]
*[[Pausing Downloads]]
*[[Pausing Downloads]]
-
*[[Scheduling Installations and Downloads
+
*[[Scheduling Installations and Downloads]]
 +
 
 +
 
 +
<hr>
 +
[[FTD Mercury Documentation|Back to FTD Mercury Documentation]]

Current revision

Contents

FTD Mercury Overview

Basic Operations

The Mercury Network

Mercury Messages

Florist Directory & Search

Managing Employees

Customer Management

Product Maintenance

Working with Orders

Automatic Order Processing

Managing Point of Sale Sessions

Event Planner

Design Center

Processing and Settling Credit Cards

Mercury Delivery

Mercury Marketing

FTD Mercury Mobile

Wire Service Reconciliation

Accounts Receivable

Business Reports

Mercury Accounting and QuickBooks Integration

Fax and Email

FTD Document Center

Mercury Administration

Dashboard

Multi-Store Capabilities

Web Order Interface

Credit Card Authorization Codes

State and Province Abbreviations

Debit Cards

Automatic Software Updates


Back to FTD Mercury Documentation

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