FTD Mercury Main Menu

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1 FTD Mercury Main Menu Buttons
2 Menu Bar
3 Using the FTD Mercury Main Menu

After you log in to FTD Mercury, the FTD Mercury Main Menu opens. This is the hub for all FTD Mercury functionality. The FTD Mercury Main Menu consists of two primary user interface elements: buttons and the menu bar.

In the image below, you can click on the buttons to learn more about each one.

FTD Mercury Main Menu Buttons

The FTD Mercury Main Menu has four button groupings, organized to help you access the most common commands quickly. The full suite of commands is available from the menu bar.

Main Functionality Buttons

At the front center of the FTD Mercury Main Menu are six buttons corresponding to extremely common commands in FTD Mercury.

Button	Description
Order Entry	Opens the Order Entry window. You can also access this button by pressing O.
Point of Sale	Opens the Point of Sale window. You can also access this button by pressing P.
Event Planner	Launches the Event Planner. (This feature is only available in FTD Mercury X3 Fall or later.)
Designer	Opens the Design Center. You can also access this button by pressing G.
Delivery	Opens Mercury Delivery. You can also access this button by pressing D.
Marketing	Opens Mercury Marketing. You can also access this button by pressing K.

Bookkeeping Buttons

At the bottom center of the FTD Mercury Main Menu, five buttons relating to bookkeeping functions are grouped together.

Button	Description
Receive Payment	Opens the Receive Customer Payment On Account window. You can also access this button by pressing Y.
Accounting	Opens the Mercury Accounting Main Menu. You can also access this button by pressing A.
Credit Cards	Opens the \|Unsettled Credit Card Authorizations window. You can also access this button by pressing C.
Statements	Opens the Generate Statements window. You can also access this button by pressing S.
Business Reports	Opens an Explorer window to the Office Templates folder. You can then open the Mercury Forms folder and select the business report you want to generate. You can also access this button by pressing B.

Search Buttons

At the top right of the FTD Mercury Main Menu, five search buttons are available. You can quickly execute any of these searches by pressing the number key corresponding to that search.

Button	Description
Ticket Search	Opens the Ticket Search window and automatically searches for tickets from today’s date and before. You can also access this button by pressing 1.
Message Search	Opens Message Center and automatically searches for all messages that require attention. You can also access this button by pressing 2.
Florist Search	Opens the Florist Search window. You can also access this button by pressing 3.
Customer Search	Opens the Customer Search window. You can also access this button by pressing 4.
Product Search	Opens the Product Search window. You can also access this button by pressing 5.

Other Buttons

At the bottom left of the FTD Mercury Main Menu, there are two additional buttons (you can see the name of each button by hovering over the button with the mouse). These are less commonly used commands than others on the FTD Mercury Main Menu, but still tremendously valuable.

Button	Description
Transmit Now	Initiates a send and receive command with the Mercury Network. Normally, messages are sent every few minutes, but this command forces the send and receive to occur now.
Merc Tech U	Opens an Internet Explorer browser window to the Merc Tech U Web site. This Web site contains information about FTD Mercury, including documentation, tips & tricks, and breaking news.
MTAC Chat	Opens an Internet Explorer browser window to the MTAC Chat page on the Merc Tech U Web Site. This allows you to initiate an online chat session with an MTAC representative.

Menu Bar

At the top of the FTD Mercury Main Menu is a menu bar. The commands under each menu provide access to FTD Mercury’s features and functionality.

File Menu

The File menu consists of the following commands:

Command	Description
Logout	Logs the current user out of FTD Mercury, closes the FTD Mercury Main Menu, and opens the System Login window.
New Customer	Opens the Customer Detail Information window, from which you can add a new customer to your FTD Mercury database.
New Product	Opens the Product Entry window, from which you can add a new product to your FTD Mercury databases.
Order Entry	Opens the Order Entry window. This command corresponds to the Order Entry button on the FTD Mercury Main Menu.
Point of Sale	Opens the Point of Sale window. This command corresponds to the Point of Sale button on the FTD Mercury Main Menu.
Exit	Closes FTD Mercury.

Search Menu

The Search menu consists of the following commands:

Command	Description
Ticket Search	Opens the Ticket Search window and automatically performs a search for tickets from today’s date and before. This command corresponds to the Ticket Search button on the FTD Mercury Main Menu.
Message Search	Opens the Message Center and automatically performs a search for messages that require your attention. This command corresponds to the Message Search button on the FTD Mercury Main Menu.
Florist Search	Opens the Florist Search window. This command corresponds to the Florist Search button on the FTD Mercury Main Menu.
Customer Search	Opens the Customer Search window. This command corresponds to the Customer Search button on the FTD Mercury Main Menu.
Product Search	Opens the Product Search window. This command corresponds to the Product Search button on the FTD Mercury Main Menu.
Facility Search	Opens the Facility Search window.
Employee Search	Opens the Employee Search window.
Statement Search	Opens the Statement Search window.
Credit Card Search	Opens the Credit Card Search window.

Mercury Message Menu

The Mercury Message menu consists of the following commands:

Command	Description
Ask (ASK)	Opens the Create ASK Message window.
Answer (ANS)	Opens the Create ANS Message window.
Cancel (CAN)	Opens the Create CAN Message window.
Confirm (CON)	Opens the Create CON Message window.
Delivery Confirmation (ANS)	Opens the Delivery Confirmation (ANS) Message window.
Deny (DEN)	Opens the Create DEN Message window.
Forward (FOR)	Opens the Create FOR Message window.
Reject (REJ)	Opens the Create REJ Message window.
General (GEN)	Opens the General Message Detail window.
Adjust (ADJ)	Opens the Adjustment Message (ADJ) window.
Rec Message List (REC)	Opens the REC Message List window.
Resume (RES)	Opens the Resume Message (RES) window.
Retrieval (RET)	Opens the Retrieval Message (RET) window.
Suspend (SUS)	Opens the Suspend Message (SUS) window.
Transmit Now	Initiates a send and receive command with the Mercury Network. Normally, messages are sent every few minutes, but this command forces the send and receive to occur now. This command corresponds to the Transmit Now button on the FTD Mercury Main Menu.

Management Menu

The Management menu consists of the following commands:

Command	Description
Employee History	Opens the Employee History Information window.
Employee Sales Summary	Opens the Employee Sales Summary window.
Reports and Templates	Opens an Explorer window to the Office Templates folder. You can then open the Mercury Forms folder and select the business report you want to generate. This command corresponds to the Business Reports button on the FTD Mercury Main Menu.
Gift Card Activity	Opens the Gift Card Activity window.
Credit/Debit Memo	Opens the Credit/Debit Memo window.
POS Sales Entry	Opens the POS Sales Entry window.
POS Session History	Opens the POS Session History window.
Generate Statements	Opens the Generate Statements window. This command corresponds to the Statements button on the FTD Mercury Main Menu.
Receive Payment	Opens the Receive Customer Payment on Account window. This command corresponds to the Receive Payment button on the FTD Mercury Main Menu.
Accounting	Opens Mercury Accounting Main Menu. This command corresponds to the Accounting button on the FTD Mercury Main Menu.
General Ledger Export	This functionality is for older versions of FTD Mercury (prior to using QuickBooks for accounting).
GL Export History	This functionality is for older versions of FTD Mercury (prior to using QuickBooks for accounting).

Credit Cards Menu

The Credit Cards menu consists of the following commands:

Command	Description
Settlement	Opens the Credit Card Settlement window.
Voice/Resend Authorization	Opens the Unsettled Credit Card Authorizations window with the View Unapproved parameter selected.
View Unsettled Authorizations	Opens the Unsettled Credit Card Authorizations window with the View Approved parameter selected. This command corresponds to the Credit Cards button on the FTD Mercury Main Menu.

Wire Reconciliation Menu

The Wire Reconciliation menu consists of the following commands:

Command	Description
Load Wire Reconciliation	Opens the Load Reconciliation File window, allowing you to perform wire reconciliation automatically.
Manual Wire Reconciliation	Opens the Manual Wire Reconciliation Filter window, allowing you to filter your manual reconciliation data.
Auto Reconciliation History	Opens the Auto Reconciliation History window.

Print Menu

The Print menu consists of the following commands:

Command	Description
POS Receipt Printer	Opens the Receipt Printer Settings window.
Printer Form Settings	Opens the Printer Form Settings window.
Print Bar Code Tasks	Open the Bar Code Tasks window.

Tools Menu

The Tools menu consists of the following commands:

Command	Description
Designer	Opens the Design Center. This command corresponds to the Designer button on the FTD Mercury Main Menu.
Delivery	Opens Mercury Delivery. This command corresponds to the Delivery button on the FTD Mercury Main Menu.
Event Planner	Opens Event Planner. This command corresponds to the Event Planner button on the FTD Mercury Main Menu. This feature is only available in FTD Mercury X3 Fall and later versions.
Marketing	Opens Mercury Marketing. This command corresponds to the Marketing button on the FTD Mercury Main Menu.
Fax and Email Monitor	Opens the Fax & Email Monitor.
Doc Center	Opens the FTD Document Center.
Merge Customers	Opens the Customer Merge window, from which you can merge duplicate customer accounts into a single account.
Purge Customers	Opens the Purge Customers window, from which you can purge inactive customers from your FTD Mercury database.
Settings	Opens the [FTD Mercury Configuration Window\|FTD Mercury Configuration window]].
Change Password	Opens the FTD Server Password window, allowing you to change your password.
Reset POS Client Configuration	Unregisters this computer as a Point of Sale client. Do not use this command unless directed to by someone from the Mercury Technology Assistance Center.
Mercury Administration	Opens Mercury Administration, from which you can change many global configurations for FTD Mercury.

Help Menu

The Help menu consists of the following commands:

Command	Description
Contents	Launches FTD Mercury online help.
Merc Tech U	Opens an Internet Explorer browser window to the Merc Tech U Web site. This Web site contains information about FTD Mercury, including documentation, tips & tricks, and breaking news. This command corresponds to the Mec Tech U button on the FTD Mercury Main Menu.
License Agreement	Opens the Software License window and displays the FTD Mercury license agreement.
About FTD Mercury	Opens the About window and displays information about the FTD Mercury version and other associated software information.

Using the FTD Mercury Main Menu

The FTD Mercury Main Menu is keyboard accessible. You can press the Tab key on your keyboard to move between the buttons. When a button has focus, it is highlighted in yellow. When you press the Enter key on your keyboard, the currently selected button activates the same as if you clicked it with your mouse.

Additionally, buttons on the FTD Mercury Main Menu have keyboard shortcuts. The shortcut is the underlined letter in the button name. When you press the corresponding key on your keyboard, the button activates. For example, if you press the R key on your keyboard, the Order Entry window opens. For the searches, press the number (displayed in the magnifying glass in the icon).

If you want to access menu bar commands, press the Alt key and the underlined key simultaneously to open the menu. You can then either use the arrow keys to move up and down the menu, or press the underlined key for the command you want to access. For example, if you wanted to open the FTD Mercury Configuration window (accessible from the Settings command under the Tools menu), you could press ALT+L and then press S.

Back to Basic Operations

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