FloristWiki - Recent changes [en]

Daily/Weekly/Monthly Checklists

MercTechUAdmin — Wed, 08 Sep 2010 15:18:32 GMT

Running a Symantec AntiVirus Live Update:

←Older revision		Revision as of 15:18, 8 September 2010
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-	You should run certain procedures on a regular basis to keep your shop running smoothly. For	+	{{TOCright}}
-	example, if you have Point of Sale you have to set an opening balance at the beginning of the day,	+	You should run certain procedures on a regular basis to keep your shop running smoothly. For example, if you have Point of Sale you have to set an opening balance at the beginning of the day, and then close the cash drawer at the end of the day. To get you started, this section contains a recommended list of procedures that you should complete on a daily, weekly, and monthly basis.
-	and then close the cash drawer at the end of the day. To get you started, this section contains a	+
-	recommended list of procedures that you should complete on a daily, weekly, and monthly basis.	+

	==Daily Checklist==		==Daily Checklist==
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	*Remove your backup media (Zip disk or USB thumb drive) and store it in a safe place (ideally offsite).		*Remove your backup media (Zip disk or USB thumb drive) and store it in a safe place (ideally offsite).
	*Replace your backup media (either a different Zip disk or USB thumb drive) on your server. As a best practice, you should alternate between two or more Zip disks or USB thumb drives and store the ones not being used for backup that night offsite. You can purchase additional USB thumb drives from FTD (Contact FTD Technology Sales at 1-800-767-3222).		*Replace your backup media (either a different Zip disk or USB thumb drive) on your server. As a best practice, you should alternate between two or more Zip disks or USB thumb drives and store the ones not being used for backup that night offsite. You can purchase additional USB thumb drives from FTD (Contact FTD Technology Sales at 1-800-767-3222).
-	*~~[[Setting the Opening Balance\|~~Set the opening balance]] for each Point of Sale terminal.	+	*Set the opening balance for each Point of Sale terminal.
		+	*Print the Credit Card Settlement History Report for the previous day.

-	====Daily Procedures====	+	===Daily Procedures===
	It is highly recommended that you complete each of these procedures on a daily basis:		It is highly recommended that you complete each of these procedures on a daily basis:
	*Use Ticket Search to check for pending orders, particularly orders that are pending due to credit card authorization.		*Use Ticket Search to check for pending orders, particularly orders that are pending due to credit card authorization.
	*Check to see if you have incomplete orders and process them.		*Check to see if you have incomplete orders and process them.
	*Open Order Entry or Point of Sale, click Message Center, and [[Attaching Incoming Orders\|attach incoming orders]] (by double-clicking on them). Unattached orders appear in green text.		*Open Order Entry or Point of Sale, click Message Center, and [[Attaching Incoming Orders\|attach incoming orders]] (by double-clicking on them). Unattached orders appear in green text.
-	*~~[[Handling Unsettled Credit Card Authorizations\|~~Check]] for any credit card errors or declined credit card transactions.	+	*Check for any credit card errors or declined credit card transactions.

	===At the End of the Day===		===At the End of the Day===
-	*Verify all incoming wire orders have been ~~[[Attaching Incoming Orders\|~~attached]].	+	*Verify all incoming wire orders have been attached.
-	*Verify all orders for the day have been completed. Look at the Dashboard for a quick glance	+	*Verify all orders for the day have been completed. Look at the Dashboard for a quick glance of what may remain to be done, and perform a Ticket Search for tickets with statuses of pending, incomplete, or filed.
-	of what may remain to be done, and perform a Ticket Search for tickets with statuses of	+	*Ensure all orders have been marked as designed in Design Center.
-	pending, incomplete, or filed~~. See Dashboard on page 25–1~~.	+
-	*Ensure all orders have been marked as designed in ~~[[Design Center (FTD Mercury X2)\|~~Design Center]].	+
	*For [[Mercury Delivery]] users, verify all orders have been marked as delivered.		*For [[Mercury Delivery]] users, verify all orders have been marked as delivered.
-	*Balance your cash drawers and close your Point of Sale systems by using ~~[[Z-Out Transactions\|~~Z-out transactions]]. When you perform a Z-out, FTD Mercury automatically performs an X-Out transaction first, allowing you to find errors and correct them prior to finalizing the Z-out transaction.	+	*Balance your cash drawers and close your Point of Sale systems by using Z-out transactions. When you perform a Z-out, FTD Mercury automatically performs an X-Out transaction first, allowing you to find errors and correct them prior to finalizing the Z-out transaction.
	''TIP: To help balance a cash drawer, perform a Ticket Search for completed orders. Verify that sales were entered correctly. Common issues that can cause the cash drawer to be out of balance include cash sales being completed in Order Entry instead of Point of Sale, and payments on accounts made from the FTD Mercury Main Menu instead of Point of Sale (if you are putting money in the cash drawer, you should use Point of Sale).''		''TIP: To help balance a cash drawer, perform a Ticket Search for completed orders. Verify that sales were entered correctly. Common issues that can cause the cash drawer to be out of balance include cash sales being completed in Order Entry instead of Point of Sale, and payments on accounts made from the FTD Mercury Main Menu instead of Point of Sale (if you are putting money in the cash drawer, you should use Point of Sale).''
-	*Print the [[Credit Card Settlement History Report]] for today.
	*Prepare your bank deposit.		*Prepare your bank deposit.
-	*Run the Balance Report using the [[Balance Wizard]] in [[Mercury Accounting]]. Print any pages you need for your records.	+	*Run the Balance Report using the Balance Wizard in Mercury Accounting. Print any pages you need for your records.
	*Double-check your backup media (Zip disk or USB thumb drive) in place for your server.		*Double-check your backup media (Zip disk or USB thumb drive) in place for your server.

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	===Running a Symantec AntiVirus Live Update===		===Running a Symantec AntiVirus Live Update===
	'''To run a Symantec AntiVirus Live Update:'''		'''To run a Symantec AntiVirus Live Update:'''
-	#On the Windows Start menu, point to All Programs, point to Symantec Client Security, and click Symantec AntiVirus.	+	#On the '''Windows Start''' menu, point to '''All Programs''', point to '''Symantec Client Security''', and click '''Symantec AntiVirus'''.
-	#Click Live Update.	+	#Click '''Live Update'''.
	#Follow the on-screen instructions to update your virus definitions.		#Follow the on-screen instructions to update your virus definitions.

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	You should perform the following tasks on a monthly basis:		You should perform the following tasks on a monthly basis:

-	*Print the ~~[[Aged Analysis Reports\|~~Aged Analysis report]] (you should also save an electronic copy of it). Proof the report	+	*Print the Aged Analysis report (you should also save an electronic copy of it). Proof the report
	to ensure it is accurate, and make any necessary corrections to accounts.		to ensure it is accurate, and make any necessary corrections to accounts.
	*[[Generating Statements\|Generate customer statements]].		*[[Generating Statements\|Generate customer statements]].
-	*When you receive your Combined Report, perform ~~[[Wire Service Reconciliation\|~~wire reconciliation]].	+	*When you receive your Combined Report, perform wire reconciliation.
-	*Print the ~~[[Sales Tax Report\|~~Sales Tax report]].	+	*Print the Sales Tax report.
-	*Print the ~~[[Sales Summary Report\|~~Sales Summary report]].	+	*Print the Sales Summary report.
	*Print any other applicable reports.		*Print any other applicable reports.
-	*Complete a General Ledger export (if you use [[Mercury Accounting]]) using the [[Balance Wizard]].	+	*Complete a General Ledger export to QuickBooks (if you use Mercury Accounting) using the Balance Wizard.
	*Run a Windows Update. Running a Windows Update monthly keeps your system up-to-date		*Run a Windows Update. Running a Windows Update monthly keeps your system up-to-date
	and helps prevent viruses from infecting your computer.		and helps prevent viruses from infecting your computer.
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	===Running a Windows Update===		===Running a Windows Update===
	'''To run a Windows Update:'''		'''To run a Windows Update:'''
-	#On the Windows Start menu, point to All Programs, and click Windows Update.	+	#On the '''Windows Start''' menu, point to '''All Programs''', and click '''Windows Update'''.
	#On the Microsoft Web site, follow instructions to update Windows.		#On the Microsoft Web site, follow instructions to update Windows.

Florist Search Main Window

MercTechUAdmin — Tue, 07 Sep 2010 22:50:35 GMT

Listing Size & Features:

Results Ordering in FTD Florist Link

MercTechUAdmin — Tue, 07 Sep 2010 22:48:09 GMT

←Older revision		Revision as of 22:48, 7 September 2010
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	'''This information applies to FTD Mercury X2 Fall and later versions.'''		'''This information applies to FTD Mercury X2 Fall and later versions.'''
	<hr>		<hr>
-	FTD Florist Link uses a multi-tier hierarchy for florist search results. Results are displayed hierarchically as follows:	+	FTD Florist Link uses a multi-tier hierarchy for florist search results. Results in the [[Florist Search Main Window\|window]] are displayed hierarchically as follows:

	<table style="width:775px; border: 1px black solid; border-collapse: collapse; border-spacing: 0px; text-align: left; ">		<table style="width:775px; border: 1px black solid; border-collapse: collapse; border-spacing: 0px; text-align: left; ">

Setting the Preferred Status for a Florist

MercTechUAdmin — Tue, 07 Sep 2010 22:47:25 GMT

←Older revision		Revision as of 22:47, 7 September 2010
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	#Click '''Save'''.		#Click '''Save'''.

-	The Preferred Status window closes, and the Florist Search window refreshes, indicating the new status. The results will now reflect the status, based on results list ordering.	+	The Preferred Status window closes, and the Florist Search window refreshes, indicating the new status. The results will now reflect the status, based on [[Results Ordering in FTD Florist Link\|results list ordering]].

Results Ordering in FTD Florist Link

MercTechUAdmin — Tue, 07 Sep 2010 22:46:50 GMT

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	<td style="padding: 3px; text-align:center; font-size: 9pt;">Book Order</td>		<td style="padding: 3px; text-align:center; font-size: 9pt;">Book Order</td>
	</tr>		</tr>
-	<tr ~~style="background:#f2ebd8;"~~>	+	<tr>
	<td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">Normal Florist</td>		<td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">Normal Florist</td>
	<td style="padding: 3px; text-align:center; font-size: 9pt;">Ad size in the printed FTD Florist Directory</td>		<td style="padding: 3px; text-align:center; font-size: 9pt;">Ad size in the printed FTD Florist Directory</td>
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	<td style="padding: 3px; text-align:center; font-size: 9pt;">Book Order</td>		<td style="padding: 3px; text-align:center; font-size: 9pt;">Book Order</td>
	</tr>		</tr>
-	<tr>	+	<tr style="background:#f2ebd8;">
	<td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">Also Serve</td>		<td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">Also Serve</td>
	<td style="padding: 3px; text-align:center; font-size: 9pt;">Ad size in the printed FTD Florist Directory</td>		<td style="padding: 3px; text-align:center; font-size: 9pt;">Ad size in the printed FTD Florist Directory</td>
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	<td style="padding: 3px; text-align:center; font-size: 9pt;">Book Order</td>		<td style="padding: 3px; text-align:center; font-size: 9pt;">Book Order</td>
	</tr>		</tr>
-	<tr ~~style="background:#f2ebd8;"~~>	+	<tr>
	<td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">Do Not Use Florist</td>		<td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">Do Not Use Florist</td>
	<td style="padding: 3px; text-align:center; font-size: 9pt;">Ad size in the printed FTD Florist Directory</td>		<td style="padding: 3px; text-align:center; font-size: 9pt;">Ad size in the printed FTD Florist Directory</td>

Setting the Preferred Status for a Florist

MercTechUAdmin — Tue, 07 Sep 2010 22:45:58 GMT

←Older revision		Revision as of 22:45, 7 September 2010
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	'''This information applies to FTD Mercury X2 Fall and later versions.'''		'''This information applies to FTD Mercury X2 Fall and later versions.'''
	<hr>		<hr>
-	~~This is~~ a ~~placeholder~~.	+	'''To set the preferred status for a florist:'''
		+	#In the '''[[Florist Search Main Window\|Florist Search window]]''' click the current preferred status. This will be Always Use, Preferred, Normal, or Do Not Use.
		+	#In the '''[[Preferred Status Window]]''', select the new preferred status.
		+	#Click '''Save'''.
		+
		+	The Preferred Status window closes, and the Florist Search window refreshes, indicating the new status. The results will now reflect the status, based on results list ordering.

Searching for a Florist Who Serves a Facility

MercTechUAdmin — Tue, 07 Sep 2010 22:41:54 GMT

←Older revision		Revision as of 22:41, 7 September 2010
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	'''This information applies to FTD Mercury X2 Fall and later versions.'''		'''This information applies to FTD Mercury X2 Fall and later versions.'''
	<hr>		<hr>
-	~~This is~~ a ~~placeholder~~.	+	'''To search for a florist who serves a facility:'''
		+
		+	#In FTD Mercury, perform a '''Facility Search''' from either the '''Search''' menu on the '''FTD Mercury Main Menu''', from '''Order Entry''' or '''Point of Sale''', or from the '''Funeral Log'''.
		+	#In the '''Facility Search''' window, enter search criteria for the facility. You can search by city and state/province, ZIP/postal code, and/or facility name. Be sure to select the appropriate facility type (hospital, funeral home, or nursing home). Click '''Search'''.
		+	#Facilities matching your search criteria are listed in the results list and displayed on the map.
		+	#Click the '''Find Florists''' link for a facility to display florists who serve the facility.
		+	#If there are florists who serve the facility, the florist search displays a listing of those florists. If no florists are linked to the facility, you can click a link in the results list to find a florist that services the area.

Searching for a Facility

MercTechUAdmin — Tue, 07 Sep 2010 22:41:25 GMT

←Older revision		Revision as of 22:41, 7 September 2010
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	'''This information applies to FTD Mercury X2 Fall and later versions.'''		'''This information applies to FTD Mercury X2 Fall and later versions.'''
	<hr>		<hr>
-	~~This is~~ a ~~placeholder~~.	+	'''To search for a facility:'''
		+
		+	#In FTD Mercury, perform a '''Facility Search''' from either the '''Search''' menu on the '''FTD Mercury Main Menu''', from '''Order Entry''' or '''Point of Sale''', or from the '''Funeral Log'''.
		+	#In the '''Facility Search''' window, enter search criteria for the facility. You can search by city and state/province, ZIP/postal code, and/or facility name. Be sure to select the appropriate facility type (hospital, funeral home, or nursing home). Click '''Search'''.
		+
		+	Results are displayed in the results list, and corresponding balloons are placed on the map to show you the location of the facilities.

Florist Badges

MercTechUAdmin — Tue, 07 Sep 2010 22:40:56 GMT

←Older revision		Revision as of 22:40, 7 September 2010
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		+	'''This information applies to FTD Mercury X2 Fall and later versions.'''
		+	<hr>
	There are currently seven Florist Badges that may appear under the shop address:		There are currently seven Florist Badges that may appear under the shop address:

Results Ordering in FTD Florist Link

MercTechUAdmin — Tue, 07 Sep 2010 22:40:45 GMT

←Older revision		Revision as of 22:40, 7 September 2010
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		+	'''This information applies to FTD Mercury X2 Fall and later versions.'''
		+	<hr>
	FTD Florist Link uses a multi-tier hierarchy for florist search results. Results are displayed hierarchically as follows:		FTD Florist Link uses a multi-tier hierarchy for florist search results. Results are displayed hierarchically as follows:

Setting the Preferred Status for a Florist

MercTechUAdmin — Tue, 07 Sep 2010 22:40:29 GMT

←Older revision		Revision as of 22:40, 7 September 2010
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		+	'''This information applies to FTD Mercury X2 Fall and later versions.'''
		+	<hr>
	This is a placeholder.		This is a placeholder.

Searching for a Florist Who Serves a Facility

MercTechUAdmin — Tue, 07 Sep 2010 22:40:18 GMT

←Older revision		Revision as of 22:40, 7 September 2010
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		+	'''This information applies to FTD Mercury X2 Fall and later versions.'''
		+	<hr>
	This is a placeholder.		This is a placeholder.

Searching for a Facility

MercTechUAdmin — Tue, 07 Sep 2010 22:40:07 GMT

←Older revision		Revision as of 22:40, 7 September 2010
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		+	'''This information applies to FTD Mercury X2 Fall and later versions.'''
		+	<hr>
	This is a placeholder.		This is a placeholder.

Searching for a Florist

MercTechUAdmin — Tue, 07 Sep 2010 22:39:55 GMT

←Older revision		Revision as of 22:39, 7 September 2010
(One intermediate revision not shown.)
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-	This is a ~~placeholder~~.	+	'''This information applies to FTD Mercury X2 Fall and later versions.'''
		+	<hr>
		+	You can search for a florist from either the FTD Mercury Main Menu or from within the Florist area of the Order Entry or Point of Sale windows.
		+
		+	'''To search for a florist from the FTD Mercury Main Menu:'''
		+
		+	#On the '''FTD Mercury Main Menu''', in the '''Search''' area, click '''Florist'''. The '''Florist Search''' window opens.
		+	#In the search criteria area, enter your search criteria (city, state/province, etc.). You can also click the '''Advanced Search Options''' expand button to access further search criteria. When you have finished entering your criteria, click '''Search'''.
		+
		+	Florists who match you search criteria are displayed in the results list. If you entered a recipient address, that address is displayed on the map, as are icons for any florists who have purchased ads in the printed FTD Florists Directory that receive icons as a result.
		+
		+	'''To search for a florist from the Order Entry or Point of Sale:'''
		+
		+	#In '''Order Entry''' or '''Point of Sale''', in the '''Florist''' area, click the '''Search''' button ('''...'''). The '''Florist Search''' window opens.
		+	#In the search criteria area, recipient information is already populated in the search area. You can also click the '''Advanced Search Options''' expand button to access further search criteria. When you have finished entering your criteria, click '''Search'''.
		+
		+	Florists who match you search criteria are displayed in the results list. If you entered a recipient address, that address is displayed on the map, as are icons for any florists who have purchased ads in the printed FTD Florists Directory that receive icons as a result. If you double-click on a florist name in the results list, that florist is selected and you are returned to Order Entry or Point of Sale.

Florist Search Main Window

MercTechUAdmin — Tue, 07 Sep 2010 22:31:44 GMT

Florist Badges:

←Older revision		Revision as of 22:31, 7 September 2010
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	====Florist Badges====		====Florist Badges====
-	You can specify to restrict your search to florists who have the badges you select. If you select more than one badge, the florists must have all of the badges to appear in the results list~~. You can select the following badges:~~	+	You can specify to restrict your search to florists who have the [[Florist Badges\|badges]] you select. If you select more than one badge, the florists must have all of the badges to appear in the results list
-		+
-	~~<table style="width:775px; border: 1px black solid; border-collapse: collapse; border-spacing: 0px; text-align: left; ">~~	+
-	~~<tr style="background:#D1BC61;">~~	+
-	~~<td style="padding: 3px; text-align:left; font-size: 10pt; font-weight: bold;">Badge</td>~~	+
-	~~<td style="padding: 3px; text-align:left; font-size: 10pt; font-weight: bold;">Description</td>~~	+
-	~~</tr>~~	+
-	~~<tr>~~	+
-	~~<td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">Mercury Terminal</td>~~	+
-	~~<td style="padding: 3px; text-align:left; font-size: 9pt;">The florist has a Mercury terminal.</td>~~	+
-	~~</tr>~~	+
-	~~<tr style="background:#f2ebd8;">~~	+
-	~~<td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">FTD Mercury</td>~~	+
-	~~<td style="padding: 3px; text-align:left; font-size: 9pt;">The florist has FTD Mercury technology.</td>~~	+
-	~~</tr>~~	+
-	~~<tr>~~	+
-	~~<td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">Sunday Delivery</td>~~	+
-	~~<td style="padding: 3px; text-align:left; font-size: 9pt;">The florist is codified for Sunday delivery.</td>~~	+
-	~~</tr>~~	+
-	~~<tr style="background:#f2ebd8;">~~	+
-	~~<td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">Complete Codification</td>~~	+
-	~~<td style="padding: 3px; text-align:left; font-size: 9pt;">The florist is completely codified for FTD products.</td>~~	+
-	~~</tr>~~	+
-	~~<tr>~~	+
-	~~<td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">FTD Only</td>~~	+
-	~~<td style="padding: 3px; text-align:left; font-size: 9pt;">The florist is an FTD-only florist.</td>~~	+
-	~~</tr>~~	+
-	~~<tr style="background:#f2ebd8;">~~	+
-	~~<td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">Order Life Cycle</td>~~	+
-	~~<td style="padding: 3px; text-align:left; font-size: 9pt;">The florist has Order Life Cycle capabilities.</td>~~	+
-	~~</tr>~~	+
-	~~<tr>~~	+
-	~~<td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">Flowers All Hours</td>~~	+
-	~~<td style="padding: 3px; text-align:left; font-size: 9pt;">The florist has Flowers All Hours.</td>~~	+
-	~~</tr>~~	+
-	~~</table>~~	+

	====Products/Pricing====		====Products/Pricing====
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	===Florist Badges===		===Florist Badges===

-	There are currently seven Florist Badges that may appear under the shop address:	+	There are currently seven [[Florist Badges]] that may appear under the shop address.
-		+
-	~~<table style="width:775px; border: 1px black solid; border-collapse: collapse; border-spacing: 0px; text-align: left; ">~~	+
-	~~<tr style="background:#D1BC61;">~~	+
-	~~<td style="padding: 3px; text-align:left; font-size: 10pt; font-weight: bold;">Badge</td>~~	+
-	~~<td style="padding: 3px; text-align:left; font-size: 10pt; font-weight: bold;">Description</td>~~	+
-	~~</tr>~~	+
-	~~<tr>~~	+
-	~~<td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">Mercury Terminal</td>~~	+
-	~~<td style="padding: 3px; text-align:left; font-size: 9pt;">The florist has a Mercury terminal~~.~~</td>~~	+
-	~~</tr>~~	+
-	~~<tr style="background:#f2ebd8;">~~	+
-	~~<td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">FTD Mercury</td>~~	+
-	~~<td style="padding: 3px; text-align:left; font-size: 9pt;">The florist has FTD Mercury technology.</td>~~	+
-	~~</tr>~~	+
-	~~<tr>~~	+
-	~~<td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">Sunday Delivery</td>~~	+
-	~~<td style="padding: 3px; text-align:left; font-size: 9pt;">The florist is codified for Sunday delivery.</td>~~	+
-	~~</tr>~~	+
-	~~<tr style="background:#f2ebd8;">~~	+
-	~~<td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">Complete Codification</td>~~	+
-	~~<td style="padding: 3px; text-align:left; font-size: 9pt;">The florist is completely codified for FTD products.</td>~~	+
-	~~</tr>~~	+
-	~~<tr>~~	+
-	~~<td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">FTD Only</td>~~	+
-	~~<td style="padding: 3px; text-align:left; font-size: 9pt;">The florist is an FTD-only florist.</td>~~	+
-	~~</tr>~~	+
-	~~<tr style="background:#f2ebd8;">~~	+
-	~~<td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">Order Life Cycle</td>~~	+
-	~~<td style="padding: 3px; text-align:left; font-size: 9pt;">The florist has Order Life Cycle capabilities.</td>~~	+
-	~~</tr>~~	+
-	~~<tr>~~	+
-	~~<td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">Flowers All Hours</td>~~	+
-	~~<td style="padding: 3px; text-align:left; font-size: 9pt;">The florist has Flowers All Hours.</td>~~	+
-	~~</tr>~~	+
-	~~</table>~~	+

	===Preferred Status===		===Preferred Status===

Florist Badges

MercTechUAdmin — Tue, 07 Sep 2010 22:30:17 GMT

←Older revision		Revision as of 22:30, 7 September 2010
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	<table style="width:775px; border: 1px black solid; border-collapse: collapse; border-spacing: 0px; text-align: left; ">		<table style="width:775px; border: 1px black solid; border-collapse: collapse; border-spacing: 0px; text-align: left; ">
	<tr style="background:#D1BC61;">		<tr style="background:#D1BC61;">
-	<td style="padding: 3px; text-align:left; font-size: 10pt; font-weight: bold;">Badge</td>	+	<td style="padding: 3px; text-align:left; font-size: 10pt; font-weight: bold; width: 80px;">Badge Icon</td>
		+	<td style="padding: 3px; text-align:left; font-size: 10pt; font-weight: bold; width: 220px;">Badge Name</td>
	<td style="padding: 3px; text-align:left; font-size: 10pt; font-weight: bold;">Description</td>		<td style="padding: 3px; text-align:left; font-size: 10pt; font-weight: bold;">Description</td>
	</tr>		</tr>
	<tr>		<tr>
		+	<td style="padding: 3px; text-align:center;">[[Image:MercuryTerminalSmall.png]]</td>
	<td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">Mercury Terminal</td>		<td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">Mercury Terminal</td>
	<td style="padding: 3px; text-align:left; font-size: 9pt;">The florist has a Mercury terminal.</td>		<td style="padding: 3px; text-align:left; font-size: 9pt;">The florist has a Mercury terminal.</td>
	</tr>		</tr>
	<tr style="background:#f2ebd8;">		<tr style="background:#f2ebd8;">
		+	<td style="padding: 3px; text-align:center;">[[Image:FTDMTechSmall.png]]</td>
	<td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">FTD Mercury</td>		<td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">FTD Mercury</td>
	<td style="padding: 3px; text-align:left; font-size: 9pt;">The florist has FTD Mercury technology.</td>		<td style="padding: 3px; text-align:left; font-size: 9pt;">The florist has FTD Mercury technology.</td>
	</tr>		</tr>
	<tr>		<tr>
		+	<td style="padding: 3px; text-align:center;">[[Image:SundayDeliverySmall.png]]</td>
	<td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">Sunday Delivery</td>		<td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">Sunday Delivery</td>
	<td style="padding: 3px; text-align:left; font-size: 9pt;">The florist is codified for Sunday delivery.</td>		<td style="padding: 3px; text-align:left; font-size: 9pt;">The florist is codified for Sunday delivery.</td>
	</tr>		</tr>
	<tr style="background:#f2ebd8;">		<tr style="background:#f2ebd8;">
		+	<td style="padding: 3px; text-align:center;">[[Image:CompleteCodificationSmall.png]]</td>
	<td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">Complete Codification</td>		<td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">Complete Codification</td>
	<td style="padding: 3px; text-align:left; font-size: 9pt;">The florist is completely codified for FTD products.</td>		<td style="padding: 3px; text-align:left; font-size: 9pt;">The florist is completely codified for FTD products.</td>
	</tr>		</tr>
	<tr>		<tr>
		+	<td style="padding: 3px; text-align:center;">[[Image:FTDOnlySmall.png]]</td>
	<td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">FTD Only</td>		<td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">FTD Only</td>
	<td style="padding: 3px; text-align:left; font-size: 9pt;">The florist is an FTD-only florist.</td>		<td style="padding: 3px; text-align:left; font-size: 9pt;">The florist is an FTD-only florist.</td>
	</tr>		</tr>
	<tr style="background:#f2ebd8;">		<tr style="background:#f2ebd8;">
		+	<td style="padding: 3px; text-align:center;">[[Image:OrderLifeCycleSmall.png]]</td>
	<td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">Order Life Cycle</td>		<td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">Order Life Cycle</td>
	<td style="padding: 3px; text-align:left; font-size: 9pt;">The florist has Order Life Cycle capabilities.</td>		<td style="padding: 3px; text-align:left; font-size: 9pt;">The florist has Order Life Cycle capabilities.</td>
	</tr>		</tr>
	<tr>		<tr>
		+	<td style="padding: 3px; text-align:center;">[[Image:FAHSmall.png]]</td>
	<td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">Flowers All Hours</td>		<td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">Flowers All Hours</td>
	<td style="padding: 3px; text-align:left; font-size: 9pt;">The florist has Flowers All Hours.</td>		<td style="padding: 3px; text-align:left; font-size: 9pt;">The florist has Flowers All Hours.</td>
	</tr>		</tr>
	</table>		</table>

Special:Log/upload

MercTechUAdmin — Tue, 07 Sep 2010 22:25:09 GMT

uploaded "Image:FAHSmall.png"

Special:Log/upload

MercTechUAdmin — Tue, 07 Sep 2010 22:24:59 GMT

uploaded "Image:OrderLifeCycleSmall.png"

Special:Log/upload

MercTechUAdmin — Tue, 07 Sep 2010 22:24:50 GMT

uploaded "Image:MercuryTerminalSmall.png"

Special:Log/upload

MercTechUAdmin — Tue, 07 Sep 2010 22:24:39 GMT

uploaded "Image:FTDMTechSmall.png"

Special:Log/upload

MercTechUAdmin — Tue, 07 Sep 2010 22:24:25 GMT

uploaded "Image:FTDOnlySmall.png"

Special:Log/upload

MercTechUAdmin — Tue, 07 Sep 2010 22:24:15 GMT

uploaded "Image:SundayDeliverySmall.png"

Special:Log/upload

MercTechUAdmin — Tue, 07 Sep 2010 22:24:02 GMT

uploaded "Image:CompleteCodificationSmall.png"

Florist Badges

MercTechUAdmin — Tue, 07 Sep 2010 22:21:36 GMT

New page: There are currently seven Florist Badges that may appear under the shop address: <table style="width:775px; border: 1px black solid; border-collapse: collapse; border-spacing: 0px; text-a...

New page

There are currently seven Florist Badges that may appear under the shop address:

<table style="width:775px; border: 1px black solid; border-collapse: collapse; border-spacing: 0px; text-align: left; ">
<tr style="background:#D1BC61;">
<td style="padding: 3px; text-align:left; font-size: 10pt; font-weight: bold;">Badge</td>
<td style="padding: 3px; text-align:left; font-size: 10pt; font-weight: bold;">Description</td>
</tr>
<tr>
<td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">Mercury Terminal</td>
<td style="padding: 3px; text-align:left; font-size: 9pt;">The florist has a Mercury terminal.</td>
</tr>
<tr style="background:#f2ebd8;">
<td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">FTD Mercury</td>
<td style="padding: 3px; text-align:left; font-size: 9pt;">The florist has FTD Mercury technology.</td>
</tr>
<tr>
<td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">Sunday Delivery</td>
<td style="padding: 3px; text-align:left; font-size: 9pt;">The florist is codified for Sunday delivery.</td>
</tr>
<tr style="background:#f2ebd8;">
<td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">Complete Codification</td>
<td style="padding: 3px; text-align:left; font-size: 9pt;">The florist is completely codified for FTD products.</td>
</tr>
<tr>
<td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">FTD Only</td>
<td style="padding: 3px; text-align:left; font-size: 9pt;">The florist is an FTD-only florist.</td>
</tr>
<tr style="background:#f2ebd8;">
<td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">Order Life Cycle</td>
<td style="padding: 3px; text-align:left; font-size: 9pt;">The florist has Order Life Cycle capabilities.</td>
</tr>
<tr>
<td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">Flowers All Hours</td>
<td style="padding: 3px; text-align:left; font-size: 9pt;">The florist has Flowers All Hours.</td>
</tr>
</table>

FTD Florist Link

MercTechUAdmin — Tue, 07 Sep 2010 22:21:04 GMT

Tasks & Reference:

←Older revision		Revision as of 22:21, 7 September 2010
Line 16:		Line 16:
	*[[Working with Florist Notes]]		*[[Working with Florist Notes]]
	*[[Results Ordering in FTD Florist Link]]		*[[Results Ordering in FTD Florist Link]]
		+	*[[Florist Badges]]

Florist Search Main Window

MercTechUAdmin — Tue, 07 Sep 2010 22:19:07 GMT

Map Icons:

(Difference between revisions)

Facility Search Main Window

MercTechUAdmin — Tue, 07 Sep 2010 22:07:31 GMT

←Older revision		Revision as of 22:07, 7 September 2010
Line 1:		Line 1:
-	This is a ~~placeholder~~.	+	'''This information applies to FTD Mercury X2 Fall and later versions.'''
		+	<hr>
		+	In FTD Mercury, you can access the Facility Search main window by performing a Facility Search from the FTD Mercury Main Menu (under the Search menu), or by clicking the Facility Search button in Order Entry, Point of Sale, or in the Funeral Log.
		+
		+	==Search Criteria==
		+	Enter search criteria to locate facilities. You can search using the following criteria:
		+
		+	<table style="width:775px; border: 1px black solid; border-collapse: collapse; border-spacing: 0px; text-align: left; ">
		+	<tr style="background:#D1BC61;">
		+	<td style="padding: 3px; text-align:left; font-size: 10pt; font-weight: bold;">Criteria</td>
		+	<td style="padding: 3px; text-align:left; font-size: 10pt; font-weight: bold;">Description</td>
		+	</tr>
		+	<tr>
		+	<td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">City</td>
		+	<td style="padding: 3px; text-align:left; font-size: 9pt;">Enter the city where the facility is located.</td>
		+	</tr>
		+	<tr style="background:#f2ebd8;">
		+	<td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">State/Prov</td>
		+	<td style="padding: 3px; text-align:left; font-size: 9pt;">Enter the state or province where the facility is located.</td>
		+	</tr>
		+	<tr>
		+	<td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">Postal</td>
		+	<td style="padding: 3px; text-align:left; font-size: 9pt;">Enter the ZIP/postal code for the facility.</td>
		+	</tr>
		+	<tr style="background:#f2ebd8;">
		+	<td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">Facility Name</td>
		+	<td style="padding: 3px; text-align:left; font-size: 9pt;">Enter the name of the facility.</td>
		+	</tr>
		+	<tr>
		+	<td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">Facility Type</td>
		+	<td style="padding: 3px; text-align:left; font-size: 9pt;">Select whether the facility you are searching for is a hospital, funeral home, or nursing home.</td>
		+	</tr>
		+	</table>
		+
		+	==Results List==
		+	Facilities matching the criteria you specified for the search are included in the results list. The total number of matching facilities is displayed at the top of the list; if there are more results than could be displayed on the list, you can click the page number at the top or bottom of the list to display the next page.
		+
		+	Each matching facility displays the name of the facility and its address, and a green balloon corresponding to the balloon on the map. If you click the Find Florists link below the facility, a florist search is performed to show any florists who serve that facility.

Florist Listing Hover Balloon

MercTechUAdmin — Tue, 07 Sep 2010 22:06:24 GMT

←Older revision		Revision as of 22:06, 7 September 2010
(One intermediate revision not shown.)
Line 1:		Line 1:
-	This is a ~~placeholder.~~	+	'''This information applies to FTD Mercury X2 Fall and later versions.'''
		+	<hr>
		+
		+	When you hover the mouse over the florist's name in the results list, information about the shop is displayed, including:
		+	*Member code
		+	*Shop name
		+	*Phone number
		+	*Fax number (if configured for the shop)
		+	*Email address (if configured for the shop)
		+	*Special listings (if configured for the shop)
		+	*A picture of a full- or half-page ad from the printed FTD Florist Directory (if purchased)

FTD Florist Link

MercTechUAdmin — Tue, 07 Sep 2010 20:22:17 GMT

←Older revision		Revision as of 20:22, 7 September 2010
Line 9:		Line 9:
	*[[Florist Notes Window]]		*[[Florist Notes Window]]

-	==Tasks==	+	==Tasks & Reference==
	*[[Searching for a Florist]]		*[[Searching for a Florist]]
	*[[Searching for a Facility]]		*[[Searching for a Facility]]
Line 15:		Line 15:
	*[[Setting the Preferred Status for a Florist]]		*[[Setting the Preferred Status for a Florist]]
	*[[Working with Florist Notes]]		*[[Working with Florist Notes]]
		+	*[[Results Ordering in FTD Florist Link]]

Results Ordering in FTD Florist Link

MercTechUAdmin — Tue, 07 Sep 2010 20:21:17 GMT

New page

FTD Florist Link uses a multi-tier hierarchy for florist search results. Results are displayed hierarchically as follows:

<table style="width:775px; border: 1px black solid; border-collapse: collapse; border-spacing: 0px; text-align: left; ">
<tr style="background:#D1BC61;">
<td style="padding: 3px; text-align:left; font-size: 10pt; font-weight: bold;">Main Sort Criteria</td>
<td style="padding: 3px; text-align:center; font-size: 10pt; font-weight: bold;">Second Criteria</td>
<td style="padding: 3px; text-align:center; font-size: 10pt; font-weight: bold;">Third Criteria</td>
<td style="padding: 3px; text-align:center; font-size: 10pt; font-weight: bold;">Fourth Criteria</td>
<td style="padding: 3px; text-align:center; font-size: 10pt; font-weight: bold;">Fifth Criteria</td>
<td style="padding: 3px; text-align:center; font-size: 10pt; font-weight: bold;">Sixth Criteria</td>
</tr>
<tr>
<td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">Always Use Florist</td>
<td style="padding: 3px; text-align:center; font-size: 9pt;">Ad size in the printed FTD Florist Directory</td>
<td style="padding: 3px; text-align:center; font-size: 9pt;">Special Listing & Red Ink</td>
<td style="padding: 3px; text-align:center; font-size: 9pt;">Special Listing</td>
<td style="padding: 3px; text-align:center; font-size: 9pt;">Red Ink</td>
<td style="padding: 3px; text-align:center; font-size: 9pt;">Book Order</td>
</tr>
<tr style="background:#f2ebd8;">
<td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">Preferred Florist</td>
<td style="padding: 3px; text-align:center; font-size: 9pt;">Ad size in the printed FTD Florist Directory</td>
<td style="padding: 3px; text-align:center; font-size: 9pt;">Special Listing & Red Ink</td>
<td style="padding: 3px; text-align:center; font-size: 9pt;">Special Listing</td>
<td style="padding: 3px; text-align:center; font-size: 9pt;">Red Ink</td>
<td style="padding: 3px; text-align:center; font-size: 9pt;">Book Order</td>
</tr>
<tr style="background:#f2ebd8;">
<td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">Normal Florist</td>
<td style="padding: 3px; text-align:center; font-size: 9pt;">Ad size in the printed FTD Florist Directory</td>
<td style="padding: 3px; text-align:center; font-size: 9pt;">Special Listing & Red Ink</td>
<td style="padding: 3px; text-align:center; font-size: 9pt;">Special Listing</td>
<td style="padding: 3px; text-align:center; font-size: 9pt;">Red Ink</td>
<td style="padding: 3px; text-align:center; font-size: 9pt;">Book Order</td>
</tr>
<tr>
<td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">Also Serve</td>
<td style="padding: 3px; text-align:center; font-size: 9pt;">Ad size in the printed FTD Florist Directory</td>
<td style="padding: 3px; text-align:center; font-size: 9pt;">Special Listing & Red Ink</td>
<td style="padding: 3px; text-align:center; font-size: 9pt;">Special Listing</td>
<td style="padding: 3px; text-align:center; font-size: 9pt;">Red Ink</td>
<td style="padding: 3px; text-align:center; font-size: 9pt;">Book Order</td>
</tr>
<tr style="background:#f2ebd8;">
<td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">Do Not Use Florist</td>
<td style="padding: 3px; text-align:center; font-size: 9pt;">Ad size in the printed FTD Florist Directory</td>
<td style="padding: 3px; text-align:center; font-size: 9pt;">Special Listing & Red Ink</td>
<td style="padding: 3px; text-align:center; font-size: 9pt;">Special Listing</td>
<td style="padding: 3px; text-align:center; font-size: 9pt;">Red Ink</td>
<td style="padding: 3px; text-align:center; font-size: 9pt;">Book Order</td>
</tr>
</table>

What this means is practice is that if you mark a single florist in a city as Always Use, that florist will always be at the top of the results list for a city, regardless of their ad size, directory options, or book order. If you have multiple Always Use florists in a city, they will be shown together at the top of the list, ordered by the secondary sort criteria, and then tertiary and beyond. Likewise, if you have several Preferred florists, the sort will display that group together, with the florist with the largest ad listed first. If two of the preferred florists have the same ad size, the florist who has a special listing and red ink will be listed higher, and so on. Your preferred status for the florist is the main sort criteria for each of the groups.

After Do Not Use Florists, the closest cities display by mileage and number of FTD florists.

←Older revision		Revision as of 22:50, 7 September 2010
(3 intermediate revisions not shown.)
Line 20:		Line 20:
	<table style="width:775px; border: 1px black solid; border-collapse: collapse; border-spacing: 0px; text-align: left; ">		<table style="width:775px; border: 1px black solid; border-collapse: collapse; border-spacing: 0px; text-align: left; ">
	<tr style="background:#D1BC61;">		<tr style="background:#D1BC61;">
-	<td style="padding: 3px; text-align:left; font-size: 10pt; font-weight: bold;">Field</td>	+	<td style="padding: 3px; text-align:left; font-size: 10pt; font-weight: bold; width: 175px;">Field</td>
	<td style="padding: 3px; text-align:left; font-size: 10pt; font-weight: bold;">Description</td>		<td style="padding: 3px; text-align:left; font-size: 10pt; font-weight: bold;">Description</td>
	</tr>		</tr>
Line 46:		Line 46:
	<table style="width:775px; border: 1px black solid; border-collapse: collapse; border-spacing: 0px; text-align: left; ">		<table style="width:775px; border: 1px black solid; border-collapse: collapse; border-spacing: 0px; text-align: left; ">
	<tr style="background:#D1BC61;">		<tr style="background:#D1BC61;">
-	<td style="padding: 3px; text-align:left; font-size: 10pt; font-weight: bold;">Field</td>	+	<td style="padding: 3px; text-align:left; font-size: 10pt; font-weight: bold; width: 175px;">Field</td>
	<td style="padding: 3px; text-align:left; font-size: 10pt; font-weight: bold;">Description</td>		<td style="padding: 3px; text-align:left; font-size: 10pt; font-weight: bold;">Description</td>
	</tr>		</tr>
Line 115:		Line 115:
	<td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">4-Inch Ad</td>		<td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">4-Inch Ad</td>
	<td style="padding: 3px; text-align:center; font-size: 9pt;">Normal</td>		<td style="padding: 3px; text-align:center; font-size: 9pt;">Normal</td>
-	<td style="padding: 3px; text-align:center; font-size: 9pt;">Gold ~~Dot~~</td>	+	<td style="padding: 3px; text-align:center; font-size: 9pt;">Gold Circle</td>
	<td style="padding: 3px; text-align:center; font-size: 9pt;">N/A</td>		<td style="padding: 3px; text-align:center; font-size: 9pt;">N/A</td>
	</tr>		</tr>
Line 121:		Line 121:
	<td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">Basic Listing</td>		<td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">Basic Listing</td>
	<td style="padding: 3px; text-align:center; font-size: 9pt;">Normal</td>		<td style="padding: 3px; text-align:center; font-size: 9pt;">Normal</td>
-	<td style="padding: 3px; text-align:center; font-size: 9pt;">~~N/A~~</td>	+	<td style="padding: 3px; text-align:center; font-size: 9pt;">Black Square</td>
	<td style="padding: 3px; text-align:center; font-size: 9pt;">N/A</td>		<td style="padding: 3px; text-align:center; font-size: 9pt;">N/A</td>
	</tr>		</tr>