Mercury Direct: Sending Orders

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Revision as of 16:08, 14 October 2010

To send an order to another florist over the Mercury Network, click the Create an Order button on the Mercury Direct main menu (see “Creating an Order in the Order Screen” on page 28 for detailed instructions). Before you send an order, it is important to know the key elements that make up the order, and the terminology that is associated with it.

• Each time you see a magnifying glass icon , a search is available. For example, if you see a magnifying glass icon next to the product fields, you can click this icon to access a product search.
• The recipient is the person or business to which the order will be delivered. You will be required to enter complete information for the recipient (such as name address, and phone number) so that the filling florist can properly fill and deliver the order.
• The delivery information is the information that the filling florist will use to promptly deliver the order, according to the customer’s delivery instructions. Included are the:
  • Delivery date
  • Details (additional date information or the specific time the order should be delivered, such as “after 2 p.m.”)
  • Special Instructions for the delivery, such as “leave on front porch if not home.”
  • The Price Including Delivery, which should include the dollars and cents (for example, “45.50.”)
• Product information includes the product code and description for the first choice and second choice products that the customer would like to send to the recipient. Specify the customer’s first choice product in the 1st Choice fields and the customer’s second choice product (in case the first choice product is not available) in the 2nd Choice fields. Type any additional product information in the description area.
• The Enclosure Card is the message that will be printed on the card that accompanies the order.
• The Operator is the employee that is entering the order.
• The Filling Florist is the florist to whom you are sending the order.
• Auto Select is a quick way to select a filling florist. If you click this button, Mercury Direct will select a filling florist for you, based on the recipient’s address and the status of the florist.
• When selected, the No auto forwarding option will ensure that the order will not be forwarded to another florist if the filling florist is unavailable or cannot fill the order.

Order Creation Tasks and Information

Creating an Order in the Create an Order Screen

Creating an Order

Tip: Use the TAB key to move from field to field.

To send an outgoing wire order:

1. On the Mercury Direct Main Menu, click Create an Order.
2. In the Recipient Information area, in the Name field, enter the recipient's full name.
3. Complete the recipient's address information in the Address, City, State, Country, and Zip/Postal fields. If you are sending the order to a facility (hospital, nursing home, or funeral home), click the magnifying glass icon to perform a Facility Search. When you locate the facility, select it so that the information populates the address fields.
4. In the Phone field, enter the recipient's phone number including the area code (for example 6305551212).
5. In the Delivery Information area, enter the delivery date in the Date field. You can also click the magnifying glass icon to access a calendar and choose the date
   Note To learn how to use shortcuts when entering dates, and learn about valid date formats, see “Entering Dates in Date Fields” on page 24.
6. In the Details field, enter any delivery time details (such as “deliver after 2pm”).
7. In the Special Instructions field, enter any special instructions for the delivery driver.
8. In the Price Including Delivery field, enter the total price of the order including the delivery fee.
9. In the 1st Choice field, click the magnifying glass to access the FTD Selection Guide and search for the first choice product code information. Alternatively, you can enter a generic product description, such as "Fresh Arrangement." (For more information on selecting products in the FTD Selection Guide, see “Looking Up Products in the Selection Guide” on page 74).
   Note If you select an FTD Branded product as the first choice product, then it is highly suggested that you select a “generic” product (such as “Fresh Arrangement with fall colors”) as a second choice product. This will ensure that the filling florist will be able to fill the order if the first choice product is unavailable.
10. In the 2nd Choice field, select or type in the second choice product. A second choice product is required.
11. In the Filling Florist section, type the filling florist code in the Code field. If you do not know the filling florist code, click the magnifying glass to perform a Florist Search. You may also click Auto Select if you would like for Mercury Direct to locate a florist for you, based on the recipient address and the status of the florist. (If a florist cannot be found, you will be notified “Unable to auto select a florist based on the order parameters.” In this case, access Florist Search and try to find a filling florist based on city only or other search criteria.)
    Note If the customer is requesting an FTD Branded product, make sure that when you search for aflorist, you are searching for a florist that carries that product. To search for a florist in therecipient’s delivery area that carries a specific product, in Florist Search first specify the location information, then click the Products field and select the product from the drop down list. When you click Search, only florists that carry that product will be listed. (See “Florist Search/Florist Directory” on page 62 for more information.)
12. Click No Auto Forwarding only if you would not like this order to be forwarded automatically if the filling florist cannot fill the order.
13. In the Enclosure Card text box (located above the Occasion field), type the card message.
    Note In the Enclosure card text box, you can use Abbreviation Codes as shortcuts to typing the card message (see “Abbreviation Codes” on page 33 for details).
14. In the Occasion field, click on the down arrow and select the occasion for the order. Or, click the magnifying glass to access a list of available occasion codes.
15. If you have multiple shops, select the sending shop code in the Your Code field.
16. In the Operator field, type your name.
17. Click Submit.
18. At “Are you sure you wish to send this order?,” click Yes if you are ready to send the order.
19. At “Did you want to create another order?,” click Yes if you would like to create another order (you will be taken to a blank order screen), or click No if you are finished entering orders (you will be returned to the main menu).

If any critical fields have been left incomplete, you will be warned that you must complete this information before you can send the order. If all information is complete, the order will be sent and will print to your printer as soon as it has reached the Host Computer.

Note The order will be sent during the next Mercury Direct Communications session. If you would like for the order to be sent immediately, you can click the Transmit Now button in the main menu.

• Creating an Order in the Order Screen
• Creating an Order Using the Order Wizard
• Abbreviation Codes