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]]
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**[[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==
Line 410: Line 423:
***[[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]]
-
*****[[Create Zone Window]]
+
****[[Create Zone Window]]
-
*****[[Creating Delivery Zones by Map]]
+
****[[Find Window]]
-
*****[[Creating Delivery Zones by ZIP/Postal Code]]
+
***[[Removing Delivery Zones]]
-
*****[[Creating Delivery Zones by Address]]
+
***[[Delivery Zones List]]
-
*****[[Find Window]]
+
**[[Creating Delivery Routes]]
-
****[[Removing Delivery Zones]]
+
***[[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]]
+
-
*****[[Rename Route Window]]
+
-
*****[[Route Origin Window]]
+
***[[Optimizing Routes]]
***[[Optimizing Routes]]
****[[Optimize Route Options Window]]
****[[Optimize Route Options Window]]
***[[Changing the Delivery Zone for an Order]]
***[[Changing the Delivery Zone for an Order]]
-
*****[[Change Zone Window]]
+
****[[Change Zone Window]]
-
*[[Viewing Order Details (Products)]]
+
***[[Viewing Order Details (Products)]]
-
*[[Order Details Window]]
+
****[[Order Details Window]]
-
*[[Adding Additional Orders to the Route]]
+
***[[Adding Additional Orders to the Route]]
-
*[[Add Order Window]]
+
****[[Add Order Window]]
-
*[[Add Zone Window]]
+
****[[Add Zone Window]]
-
*[[Adding Non-Order Stops to the Route]]
+
***[[Adding Non-Order Stops to the Route]]
-
*[[Linking and Unlinking Orders]]
+
***[[Linking and Unlinking Orders]]
-
*[[Removing Orders from the Route]]
+
***[[Removing Orders from the Route]]
-
*[[Editing Saved (Incomplete) Routes]]
+
***[[Editing Saved (Incomplete) Routes]]
-
*[[Select Saved Routes Window]]
+
****[[Select Saved Routes Window]]
-
*[[Saved Routes Window]]
+
****[[Saved Routes Window]]
-
*[[Modifying Delivery Routes]]
+
**[[Modifying Delivery Routes]]
-
*[[Viewing Routing Progress]]
+
**[[Viewing Routing Progress]]
-
*[[Select Routing Progress Window]]
+
***[[Select Routing Progress Window]]
-
*[[Routing Progress Window]]
+
***[[Routing Progress Window]]
-
*[[Viewing the Route Details]]
+
***[[Viewing the Route Details]]
-
*[[Wrapping Up Routes]]
+
**[[Wrapping Up Routes]]
***[[Truck Return]]
***[[Truck Return]]
****[[Truck Return Window]]
****[[Truck Return Window]]
Line 452: Line 462:
****[[Truck Stop Details Window]]
****[[Truck Stop Details Window]]
****[[Redelivery Window]]
****[[Redelivery Window]]
-
***[[Follow Up Deliveries]]
+
**[[Follow Up Deliveries]]
-
****[[Follow Up Delivery Window]]
+
***[[Follow Up Deliveries Window]]
**[[Using Garmin GPS Devices for Delivery]]
**[[Using Garmin GPS Devices for Delivery]]
-
***[[Setting Your Home Location on the GPS Device]]
 
-
***[[Removing Previous Routes from the GPS Device]]
 
-
***[[Uploading Routes to the GPS Device]]
 
-
***[[Accessing Routes on the GPS Device]]
 
-
***[[Getting Directions to Your Home Location]]
 
-
***[[Returning to Your Shop After a Delivery Route]]
 
**[[Delivery Reports]]
**[[Delivery Reports]]
***[[Delivery Zone Report]]
***[[Delivery Zone Report]]
***[[Delivery Report]]
***[[Delivery Report]]
-
***[[Reprint Route Report]]
+
****[[Reprint Route Report]]
-
***[[Non Routed Orders Report]]
+
****[[Non Routed Orders Report]]
-
***[[Both Routed and Non Routed Orders Report]]
+
****[[Both Routed and Non Routed Orders Report]]
-
***[[Delivered Orders Report]]
+
****[[Delivered Orders Report]]
-
***[[Delivery Report Window]]
+
****[[Delivery Report Window]]
***[[Delivery Trip Analysis Report]]
***[[Delivery Trip Analysis Report]]
***[[Delivery Problem Report]]
***[[Delivery Problem Report]]
Line 475: Line 479:
***[[Setting Up Wireless Delivery Confirmation]]
***[[Setting Up Wireless Delivery Confirmation]]
***[[Using Wireless Delivery Confirmation]]
***[[Using Wireless Delivery Confirmation]]
-
***[[Downloading the Route Information to the Phone]]
+
****[[Downloading the Route Information to the Phone]]
-
***[[Receiving Orders on the Phone/Marking Orders Delivered]]
+
****[[Receiving Orders on the Phone/Marking Orders Delivered]]
-
***[[Completing a Route]]
+
*****[[Completing a Route from a Phone]]
***[[Updating Your etrace Phone Software]]
***[[Updating Your etrace Phone Software]]
***[[GPS Upgrade]]
***[[GPS Upgrade]]
-
***[[Tracking Phone Location (With No Orders Downloaded)]]
+
****[[Tracking Phone Location (With No Orders Downloaded)]]
***[[IVR]]
***[[IVR]]
****[[Setting Up IVR]]
****[[Setting Up IVR]]
****[[Activating IVR (Support Assisted)]]
****[[Activating IVR (Support Assisted)]]
****[[Completing Delivery Routes in Mercury Delivery for IVR]]
****[[Completing Delivery Routes in Mercury Delivery for IVR]]
-
****[[Calling In to Receive Orders/Marking Orders Delivered]]
+
****[[Calling in to Receive Orders/Marking Orders Delivered]]
****[[Completing a Route from the Phone]]
****[[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==
Line 622: Line 608:
==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==
Line 708: Line 691:
**[[Your Message Window]]
**[[Your Message Window]]
**[[Setting the Weather Gadget Location]]
**[[Setting the Weather Gadget Location]]
-
**[[Weather Location Window]]
+
***[[Weather Location Window]]
**[[Specifying the Web Address for My Link to Open]]
**[[Specifying the Web Address for My Link to Open]]
-
**[[My Link Window]]
+
***[[My Link Window]]
**[[Configuring the Unattached Mercury Message Alert Threshold]]
**[[Configuring the Unattached Mercury Message Alert Threshold]]
**[[About Dashboard Window]]
**[[About Dashboard Window]]
Line 735: Line 718:
==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 748: Line 732:
*[[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


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