Creating a Wedding Account/Charging Products to Account

From FloristWiki

In FTD Mercury X3 Fall or later, use Event Planner to create wedding proposals and set up house accounts to use for weddings.

If you are on a version of FTD Mercury prior to FTD Mercury X3 Fall, you can still manage weddings, but it is somewhat more difficult.

To create a wedding account and charge products to it in a version of FTD Mercury prior to FTD Mercury X3 Fall:

1. On the FTD Mercury Main Menu, click Order Entry.
2. In the Customer field, enter a name for the house account. Generally, it is a good idea to name the account Wedding followed by the customer’s last name (such as Wedding Smith). This way all of your wedding accounts can be accessed in Customer Search by typing in the word wedding.
3. Click Add to add the new house account. Complete the customer’s general account information.
4. Click the House Account tab. Complete the customer’s house account information. Set up the account as an Open Item Account. Clear all of the options at the bottom of the window (Print Statements, Fax Statements, Email Statements, and Print Dunning Messages).
5. Click Save. This takes you back to Order Entry.
6. Now you are ready to select all of the products that are being purchased for the wedding. In the product grid in the center of the window, select all of the wedding products and quantities.
7. Next add the church delivery information. Add this information in the Recipient and Delivery sections of the screen.
8. Next add the reception delivery information. You can use Additional Delivery Information (click the Additional Delivery Info button) or Customer Notes (click Notes).
9. Click Payment to take payment on the order. Select House as the payment type and then click Complete to charge the transaction to the wedding account.