FTD Mercury X3 & X3 Fall Reference Guide Table of Contents

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(Mercury Delivery)
Current revision (09:49, 29 October 2012) (edit) (undo)
(Florist Directory & Search)
 
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{{TOCright}}
{{TOCright}}
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'''IMPORTANT: This page is UNDER MAJOR CONSTRUCTION.'''
 
==FTD Mercury Overview==
==FTD Mercury Overview==
*[[FTD Mercury Overview]]
*[[FTD Mercury Overview]]
Line 31: 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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***[[Rejecting Incoming Orders]]
***[[Rejecting Incoming Orders]]
***[[Deleting Messages from Message Center]]
***[[Deleting Messages from Message Center]]
-
**[[Recording a Phoned-In Order]]
+
**[[Recording Phoned-In Orders]]
***[[Printing Messages]]
***[[Printing Messages]]
**[[Mercury Order Message]]
**[[Mercury Order Message]]
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==Florist Directory & Search==
==Florist Directory & Search==
-
*[[FTD Florist Link|Florist Directory & Search]]
+
*[[FTD Florist Link|FTD Florist Link]]
**[[Searching for a Florist]]
**[[Searching for a Florist]]
-
***[[Florist Search Main Window]]
+
**[[Searching for a Facility]]
**[[Searching for a Florist Who Serves a Facility]]
**[[Searching for a Florist Who Serves a Facility]]
-
***[[Florist Details Window]]
 
-
***[[Florist Listing Hover Balloon]]
 
-
***[[Additional Information Hover Box]]
 
-
**[[Working with Florist Notes]]
 
-
***[[Florist Notes Window]]
 
**[[Setting the Preferred Status for a Florist]]
**[[Setting the Preferred Status for a Florist]]
-
***[[Preferred Status Window]]
+
**[[Working with Florist Notes]]
-
**[[Searching for a Facility]]
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**[[How Search Results are Organized in FTD Florist Link]]
-
***[[Facility Search Main Window]]
+
**[[Florist Link Map Icons]]
-
***[[Florist Badges]]
+
**[[Florist Badges]]
-
**[[Results Ordering in FTD Florist Link]]
+
**[[Florist Search Main Window]]
 +
**[[Facility Search Main Window]]
 +
**[[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==
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***[[Entering Orders for Local Delivery]]
***[[Entering Orders for Local Delivery]]
***[[Entering Wire Out Orders]]
***[[Entering Wire Out Orders]]
-
***[[Creating a Wire Out Order from an Incoming Florists Online or Flowers All Hours Order]]
 
-
***[[Attaching Incoming Orders]]
 
-
***[[Entering Phoned-In Orders]]
 
***[[Entering Phoned-Out Orders]]
***[[Entering Phoned-Out Orders]]
-
***[[Filing Incomplete Orders]]
+
**[[Attaching Incoming Orders]]
-
***[[C.O.D. Orders]]
+
***[[Entering Phoned-In Orders]]
-
***[[Editing Existing Orders]]
+
***[[Creating a Wire Out Order from an Incoming Florists Online or Flowers All Hours Order]]
-
***[[Editing an Order from History]]
+
**[[Filing Incomplete Orders]]
-
***[[Canceling Orders]]
+
**[[C.O.D. Orders]]
-
***[[Taking Order Payments]]
+
**[[Editing Existing Orders]]
-
****[[Payments Window]]
+
**[[Editing an Order from History]]
-
***[[Email Management#Emailing an Ad Hoc Invoice, Order Confirmation, and/or Delivery Confirmation|Emailing an Ad Hoc Invoice, Order Confirmation, and/or Delivery Confirmation]]
+
**[[Canceling Orders]]
-
***[[Transferring Orders to Other Stores]]
+
***[[Cancel or Void Order Window]]
-
***[[Using Abbreviation Codes in Orders]]
+
**[[Taking Order Payments]]
-
***[[Caller ID and Orders]]
+
***[[Payments Window]]
-
***[[Standing Orders]]
+
**[[Transferring Orders to Other Stores]]
 +
**[[Using Abbreviation Codes in Orders]]
 +
***[[Abbreviation Code Lookup Window]]
 +
**[[Caller ID and Orders]]
 +
**[[Gift Cards]]
 +
***[[Selling New Gift Cards]]
 +
***[[Adding Value to Gift Cards]]
 +
***[[Refunding the Purchase of a Gift Card]]
 +
***[[Accepting Gift Card Payments]]
 +
***[[Canceling or Refunding Orders Paid for with Gift Cards]]
 +
***[[Copying an Order with a Gift Card Payment]]
 +
***[[Issuing Store Credit with Gift Cards]]
 +
***[[Gift Card Reporting]]
 +
***[[Gift Card Activity Window]]
 +
**[[Tickets]]
 +
***[[Ticket Search Window]]
 +
***[[Searching for Tickets]]
 +
***[[Printing Ticket Search Results]]
 +
***[[Printing Invoices from Ticket Search]]
 +
***[[Opening Orders from Ticket Search]]
 +
***[[Copying Existing Tickets and Sales]]
 +
***[[Working with Tickets in Order Entry and Point of Sale]]
 +
***[[Copying Tickets in Order Entry and Point of Sale]]
 +
***[[Removing Individual Tickets from Sales]]
**[[Handling Funerals with the Funeral Log]]
**[[Handling Funerals with the Funeral Log]]
***[[Funeral Log Window]]
***[[Funeral Log Window]]
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***[[Removing Funerals]]
***[[Removing Funerals]]
**[[Working with Recipient Pictures]]
**[[Working with Recipient Pictures]]
-
**[[Order Confirmations|Sending Order Confirmations]]
+
***[[Picture Center Window]]
-
**[[Delivery Confirmation|Sending Delivery Confirmations]]
+
***[[Output Options Window (Pictures)]]
 +
**[[Standing Orders]]
 +
***[[Creating Standing Order Templates]]
 +
***[[Editing Existing Standing Order Templates]]
 +
***[[Deleting Existing Standing Order Templates]]
 +
***[[Deleting Upcoming Orders to be Generated by a Standing Order Template]]
 +
***[[Removing All Upcoming Orders Based on a Standing Order Template]]
 +
***[[Printing a List of Standing Order Templates]]
 +
**[[Order Entry Invoices]]
 +
***[[Printing Invoices to Remote Locations]]
 +
***[[Faxing and Emailing Invoices]]
 +
***[[Output Options Window]]
 +
**[[Delivery Confirmation]]
**[[Processing Refunds & Exchanges]]
**[[Processing Refunds & Exchanges]]
***[[Refund Window]]
***[[Refund Window]]
**[[Order Life Cycle]]
**[[Order Life Cycle]]
-
**[[Tickets]]
 
-
***[[Ticket Search Window]]
 
-
***[[Searching for Tickets]]
 
-
***[[Printing Ticket Search Results]]
 
-
***[[Printing Invoices from Ticket Search]]
 
-
***[[Opening Orders from Ticket Search]]
 
-
***[[Copying Existing Tickets and Sales]]
 
-
***[[Working with Tickets in Order Entry and Point of Sale]]
 
-
***[[Copying Tickets in Order Entry and Point of Sale]]
 
-
***[[Removing Individual Tickets from Sales]]
 
-
**[[Automated Order Interface]]
 
-
===Misc===
 
-
 
**[[Using Bar Codes]]
**[[Using Bar Codes]]
-
*[[One-Off Printing]]
+
**[[One-Off Printing]]
-
*[[Card Messages and Font Sizes]]
+
**[[Printing Invoices to Remote Locations]]
-
*[[Sending a Card to Multiple Recipients]]
+
**[[Faxing and Emailing Invoices]]
-
*[[Gift Cards]]
+
**[[Order Entry Invoices]]
-
*[[Printing Invoices to Remote Locations]]
+
**[[Ticket Status Window]]
-
*[[Faxing and Emailing Invoices]]
+
**[[Map It Window]]
-
*[[Order Entry Invoices]]
+
**[[Card Messages and Font Sizes]]
-
 
+
**[[Sending a Card to Multiple Recipients]]
-
 
+
***[[Multiple Recipients Window]]
-
 
+
**[[Cancel Confirmation Window]]
-
*[[Printing Abbreviation Codes]]
+
**[[Email Output Window]]
-
*[[Abbreviation Code Lookup Window]]
+
***[[Email Management#Emailing an Ad Hoc Invoice, Order Confirmation, and/or Delivery Confirmation|Emailing an Ad Hoc Invoice, Order Confirmation, and/or Delivery Confirmation]]
-
 
+
***[[Order Confirmations|Sending Order Confirmations]]
-
*[[Gift Cards]]
+
***[[Delivery Confirmation|Sending Delivery Confirmations]]
-
*[[Gift Cards Sales & Redemption]]
+
-
*[[Selling New Gift Cards]]
+
-
*[[Adding Value to Gift Cards]]
+
-
*[[Refunding the Purchase of a Gift Card]]
+
-
*[[Accepting Gift Card Payments]]
+
-
*[[Canceling or Refunding Orders Paid for with Gift Cards]]
+
-
*[[Copying an Order with a Gift Card Payment]]
+
-
*[[Issuing Store Credit with Gift Cards]]
+
-
*[[Gift Card Reporting]]
+
-
*[[Gift Card Activity Window]]
+
-
 
+
-
 
+
-
*[[Picture Center Window]]
+
-
*[[Attaching Pictures to Tickets]]
+
-
*[[Sending Product Pictures]]
+
-
*[[Output Options Window]]
+
-
*[[Standing Orders]]
+
-
*[[Creating Standing Order Templates]]
+
-
*[[Editing Existing Standing Order Templates]]
+
-
*[[Deleting Existing Standing Order Templates]]
+
-
*[[Deleting Upcoming Orders to be Generated by a Standing Order Template]]
+
-
*[[Removing All Upcoming Orders Based on a Standing Order Template]]
+
-
*[[Printing a List of Standing Order Templates]]
+
-
*[[Order Entry Invoices]]
+
-
*[[Printing Invoices to Remote Locations]]
+
-
*[[Faxing and Emailing Invoices]]
+
-
*[[Output Options Window]]
+
-
*[[Delivery Confirmation]]
+
-
*[[Required Configurations for Delivery Confirmation]]
+
-
*[[Sending Delivery Confirmation Email Messages]]
+
-
*[[Automatically Sending Delivery Confirmation ANS Messages]]
+
-
*[[Marking Orders Delivered in Order Entry]]
+
-
*[[Marking Orders as Delivered in Ticket Search]]
+
-
*[[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]]
+
==Automatic Order Processing==
==Automatic Order Processing==
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**[[POS Registration Window]]
**[[POS Registration Window]]
**[[Reprinting Receipts]]
**[[Reprinting Receipts]]
 +
 +
==Event Planner==
 +
*[[Event Planner]]
 +
**[[Event Planner: Creating a New Event|Creating a New Event]]
 +
**[[Event Planner: Searching for Existing Events|Searching for Existing Events]]
 +
**[[Event Planner: Searching for Products|Searching for Products]]
 +
**[[Event Planner: Searching for Abbreviation Codes|Searching for Abbreviation Codes]]
 +
**[[Event Planner: Editing an Existing Event|Editing an Existing Event]]
 +
**[[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==
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****[[Truck Return Window]]
****[[Truck Return Window]]
****[[Handling Truck Returns]]
****[[Handling Truck Returns]]
 +
****[[Marking an Entire Route as Delivered]]
****[[Truck Stop Details Window]]
****[[Truck Stop Details Window]]
****[[Redelivery Window]]
****[[Redelivery Window]]
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****[[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]]
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****[[Mercury Marketing Wizard: Selected Criteria Window|Selected Criteria Window]]
****[[Mercury Marketing Wizard: Selected Criteria Window|Selected Criteria Window]]
****[[Mercury Marketing Wizard: Campaign Scheduler Window|Campaign Scheduler Window]]
****[[Mercury Marketing Wizard: Campaign Scheduler Window|Campaign Scheduler Window]]
 +
 +
==FTD Mercury Mobile==
 +
*[[FTD Mercury Mobile]]
 +
**[[Confirming Orders in FTD Mercury Mobile]]
 +
**[[Viewing Incoming Mercury Messages in FTD Mercury Mobile]]
 +
**[[Viewing Order Information in FTD Mercury Mobile]]
 +
**[[Viewing Delivery Information in FTD Mercury Mobile]]
 +
**[[FTD Mercury Mobile Dashboard Messages#Viewing Dashboard Messages|Viewing Messages from Mercury Support and Education]]
 +
**[[FTD Mercury Mobile Settings#Configuring FTD Mercury Mobile Settings|Configuring FTD Mercury Mobile Settings]]
 +
**[[FTD Mercury Mobile Dashboard|Dashboard]]
 +
**[[FTD Mercury Mobile Dashboard Messages|Dashboard Messages]]
 +
**[[FTD Mercury Mobile Delivery Snapshot|Delivery Snapshot]]
 +
**[[FTD Mercury Mobile Mark Order Delivered Screen|Delivery Confirmation]]
 +
**[[FTD Mercury Mobile Settings|Settings]]
==Wire Service Reconciliation==
==Wire Service Reconciliation==
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==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==
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*[[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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