FTD Mercury
From FloristWiki
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| - | Affordable. Powerful. Easy-to-use. FTD Mercury is a comprehensive shop management solution that cuts overhead, handles day-to-day floral management tasks, and helps you concentrate on customer service and satisfaction. Simplify your business, streamline your workflow, increase sales, and generate more profit | + | Affordable. Powerful. Easy-to-use. FTD Mercury is a comprehensive shop management solution that cuts overhead, handles day-to-day floral management tasks, and helps you concentrate on customer service and satisfaction. Simplify your business, streamline your workflow, increase sales, and generate more profit—all with FTD Mercury. |
| + | <imagemap> | ||
| + | Image:MercTechUGraphic_X4rev.png|alt=Merc Tech U Overview | ||
| + | default [[FTD Mercury|FTD Mercury]] | ||
| + | rect 125 35 385 50 [[FTD Mercury Mobile Delivery Routes Screen]] | ||
| + | rect 125 51 385 65 [[FTD Mercury Mobile Route Details Screen]] | ||
| + | rect 125 66 385 80 [[FTD Mercury Mobile Order Detail Screen]] | ||
| + | rect 125 81 385 95 [[FTD Mercury Mobile Map Screen]] | ||
| + | rect 125 96 385 110 [[FTD Mercury Mobile Directions Screen]] | ||
| + | rect 525 35 686 50 [[FTD Mercury X4 Installation Instructions]] | ||
| + | rect 690 35 709 50 [[FTD Mercury X4 Installation Instructions]] | ||
| + | rect 525 51 760 65 [[FTD Mercury Overview]] | ||
| + | rect 525 66 760 80 [[FTD Mercury Main Menu]] | ||
| + | rect 525 81 760 95 [[Basic Operations]] | ||
| + | rect 125 185 385 200 [[The Mercury Network]] | ||
| + | rect 125 201 385 215 [[FTD Florist Link|Florist Directory & Search]] | ||
| + | rect 125 216 385 230 [[Mercury Messages]] | ||
| + | rect 125 231 385 245 [[Entering Wire Out Orders]] | ||
| + | rect 125 246 385 260 [[Attaching Incoming Orders|Processing Incoming Wire Orders]] | ||
| + | rect 525 185 760 200 [[Entering Orders]] | ||
| + | rect 525 201 760 215 [[Taking Order Payments]] | ||
| + | rect 525 216 760 230 [[Tickets]] | ||
| + | rect 525 231 760 245 [[Standing Orders]] | ||
| + | rect 525 246 760 260 [[Automatic Order Processing]] | ||
| + | rect 525 261 760 275 [[Working with Orders]] | ||
| + | rect 125 335 385 350 [[Searching for Customers]] | ||
| + | rect 125 351 385 365 [[Adding New Customers]] | ||
| + | rect 125 366 385 380 [[Setting Up House Accounts]] | ||
| + | rect 125 381 385 395 [[Viewing Customer Statistics]] | ||
| + | rect 125 396 385 410 [[Email Management]] | ||
| + | rect 125 411 385 425 [[Customer Management]] | ||
| + | rect 525 335 760 350 [[Product Codes]] | ||
| + | rect 525 351 760 365 [[Searching for Products (FTD Mercury X2)]] | ||
| + | rect 525 356 760 380 [[Adding New Products]] | ||
| + | rect 525 381 760 395 [[Design Center]] | ||
| + | rect 525 396 760 410 [[FTD Mercury & Your FOL Web Site]] | ||
| + | rect 525 411 760 425 [[Product Maintenance]] | ||
| + | rect 125 500 385 515 [[Delivery Confirmation]] | ||
| + | rect 125 516 385 530 [[Mapping and Routing Using Mercury Delivery]] | ||
| + | rect 125 531 385 545 [[Delivery Zones]] | ||
| + | rect 125 546 385 560 [[Delivery Zones and Fees]] | ||
| + | rect 125 561 385 575 [[FTD Mercury Mobile]] | ||
| + | rect 125 576 385 590 [[Mercury Delivery]] | ||
| + | rect 525 500 760 515 [[Mercury Marketing]] | ||
| + | rect 525 516 760 530 [[Email Marketing Campaigns]] | ||
| + | rect 525 531 760 545 [[Creating Direct Mail Marketing Campaigns]] | ||
| + | rect 525 546 760 560 [[Text Message Marketing Campaigns]] | ||
| + | rect 525 561 760 575 [[Marketing]] | ||
| + | rect 125 632 385 647 [[Accounts Receivable]] | ||
| + | rect 125 648 385 662 [[Business Reports]] | ||
| + | rect 125 663 385 677 [[Mercury Accounting and QuickBooks Integration]] | ||
| + | rect 125 678 385 692 [[Wire Service Reconciliation]] | ||
| + | rect 525 632 760 647 [[Processing and Settling Credit Cards]] | ||
| + | rect 525 648 760 662 [[Debit Cards]] | ||
| + | rect 525 663 760 677 [[Credit Card Authorization Codes]] | ||
| + | rect 125 778 385 793 [[Event Planner: Creating a New Event|Creating a New Event]] | ||
| + | rect 125 794 385 808 [[Event Planner: Generating Proposals|Generating Proposals]] | ||
| + | rect 125 809 385 823 [[Event Planner: Converting Proposals into Orders|Converting Proposals into Orders]] | ||
| + | rect 125 824 385 838 [[Event Planner: Working with Rental Equipment|Working with Rental Equipment]] | ||
| + | rect 125 839 385 853 [[Event Planner: House Accounts and Event Planner|House Accounts and Event Planner]] | ||
| + | rect 125 854 385 868 [[Event Planner]] | ||
| + | rect 525 778 760 793 [[Managing Employees]] | ||
| + | rect 525 794 760 808 [[Managing Point of Sale Sessions]] | ||
| + | rect 525 809 760 823 [[Dashboard]] | ||
| + | rect 525 824 760 838 [[Automatic Software Updates]] | ||
| + | rect 525 839 760 853 [[Multi-Store Capabilities]] | ||
| + | rect 525 854 760 868 [[Web Order Interface]] | ||
| + | rect 525 872 760 889 [[FTD Document Center]] | ||
| + | rect 525 890 760 905 [[Fax & Email]] | ||
| + | rect 525 906 760 921 [[Mercury Administration]] | ||
| + | rect 125 928 385 945 [[FTD Mercury X4 Reference Guide Table of Contents]] | ||
| + | rect 125 946 385 960 [[FTD Mercury X3 & X3 Fall Reference Guide Table of Contents]] | ||
| + | rect 125 961 385 975 [[FTD Mercury X3 Fall Training Videos]] | ||
| + | rect 125 976 385 990 [[FTD Mercury Documentation]] | ||
| + | rect 11 6 93 89 [[FTD Mercury#New & Enhanced]] | ||
| + | rect 120 10 333 32 [[FTD Mercury#New & Enhanced]] | ||
| + | rect 408 6 493 88 [[Basic Operations]] | ||
| + | rect 521 7 661 33 [[Basic Operations]] | ||
| + | rect 14 153 97 236 [[Attaching Incoming Orders]] | ||
| + | rect 121 154 335 183 [[Attaching Incoming Orders]] | ||
| + | rect 403 156 502 238 [[Working with Orders]] | ||
| + | rect 523 159 612 183 [[Working with Orders]] | ||
| + | rect 6 306 103 391 [[Customer Management]] | ||
| + | rect 120 304 267 333 [[Customer Management]] | ||
| + | rect 412 303 497 389 [[Product Maintenance]] | ||
| + | rect 520 306 641 333 [[Product Maintenance]] | ||
| + | rect 5 463 100 524 [[Mercury Delivery]] | ||
| + | rect 118 471 235 500 [[Mercury Delivery]] | ||
| + | rect 403 447 496 539 [[Marketing]] | ||
| + | rect 523 468 653 504 [[Marketing]] | ||
| + | rect 11 600 94 686 [[Mercury Accounting and QuickBooks Integration]] | ||
| + | rect 120 606 286 633 [[Mercury Accounting and QuickBooks Integration]] | ||
| + | rect 403 604 503 682 [[Processing and Settling Credit Cards]] | ||
| + | rect 521 604 773 629 [[Processing and Settling Credit Cards]] | ||
| + | rect 9 748 91 836 [[Event Planner]] | ||
| + | rect 118 744 217 777 [[Event Planner]] | ||
| + | rect 405 747 497 836 [[FTD Mercury]] | ||
| + | rect 523 750 661 780 [[FTD Mercury]] | ||
| + | rect 8 897 99 988 [[FTD Mercury X3 & X3 Fall Reference Guide Table of Contents|FTD Mercury X3 & X3 Fall Documentation]] | ||
| + | rect 117 900 364 929 [[FTD Mercury X3 & X3 Fall Reference Guide Table of Contents|FTD Mercury X4 Documentation]] | ||
| + | </imagemap> | ||
| - | ==New & Enhanced in FTD Mercury X3== | + | ==New & Enhanced in FTD Mercury X6== |
| - | *[[FTD Mercury Mobile]] - allows you to keep up with your business from selected smartphones. You can get access to your Dashboard, as well as confirm deliveries on the go. | + | If you're upgrading from an older version of FTD Mercury, there are exciting new enhancements that have been added to help you manage your business even better! |
| + | |||
| + | Support for MapPoint Replacement within [[Mercury Delivery]]. The X6 MapPoint Replacement retains the core functionality of the now-retired Microsoft MapPoint product, and introduces key new functionality related to [[Working with Pushpins|pushpins]]. | ||
| + | |||
| + | ==New & Enhanced in FTD Mercury X4== | ||
| + | FTD Mercury X4 is compatible with Windows 8, and includes a mobile delivery component—FTD Mercury Mobile Plus (X4). Mobile Plus (X4) includes time-saving features such as: | ||
| + | *[[FTD Mercury Mobile Delivery Routes Screen|Delivery Routes]]: See routes, stops, and orders and mark them delivered. | ||
| + | *[[FTD Mercury Mobile Map Screen|Map]] View a map of the route from your truck to a selected recipient. | ||
| + | *[[FTD Mercury Mobile Directions Screen|Directions]]: View the estimated distance and travel time, along with turn-by-turn directions to the recipient's address. | ||
| + | *[[Delivery Confirmation|Real-time Delivery Updates]]: Mark delivery status from your phone and automatically update the delivery status at your shop. | ||
| + | |||
| + | {| | ||
| + | |- | ||
| + | |[[Image:NoteIcon.png]] | ||
| + | | | ||
| + | *You must be using FTD Mercury X4 or later and Mercury Delivery to use FTD Mercury Mobile with Delivery Routing. | ||
| + | *When upgrading to FTD Mercury Mobile Plus (X4) from either FTD Mercury Mobile X3 or X3 Fall, completely uninstall X3 or X3 Fall from your mobile device before you install X4 on the device. | ||
| + | |} | ||
| + | |||
| + | ===New & Enhanced in FTD Mercury X3 Fall=== | ||
| + | FTD Mercury X3 Fall's centerpiece feature is the [[Event Planner]]. In addition, there are several other [[Additional FTD Mercury X3 Fall Enhancements|minor features and enhancements]]. In September 2012, [[FTD Florist Link]] was significantly enhanced. | ||
| + | |||
| + | ===New & Enhanced in FTD Mercury X3=== | ||
| + | *[[FTD Mercury Mobile|FTD Mercury Mobile (X3)]] - allows you to keep up with your business from selected smartphones. You can get access to your Dashboard, as well as confirm deliveries on the go. | ||
*[[Order Confirmations]] - enables you to provide excellent customer service by confirming orders when they're received. | *[[Order Confirmations]] - enables you to provide excellent customer service by confirming orders when they're received. | ||
*[[Email Management]] - You now have access to additional email management tools, including the ability to have different email addresses for invoices, delivery confirmations, order confirmations, and statements. You can even [[Emails and Confirmations Window#Sending a Personal Email Message|send personal email messages]] to customers. If you keep multiple contacts for customers, you can enter email addresses for those contacts and that email address will automatically override the customer's email address. | *[[Email Management]] - You now have access to additional email management tools, including the ability to have different email addresses for invoices, delivery confirmations, order confirmations, and statements. You can even [[Emails and Confirmations Window#Sending a Personal Email Message|send personal email messages]] to customers. If you keep multiple contacts for customers, you can enter email addresses for those contacts and that email address will automatically override the customer's email address. | ||
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*[[Mercury Administration: Audit Trail Screen|Audit trail]] security has been added for negative value sales, refunds, and updating Prevent House Charges check box in the [[Customer Detail Information Window - House Account Tab|House Account tab]] of the [[Customer Detail Information Window|Customer Detail Information window]]. | *[[Mercury Administration: Audit Trail Screen|Audit trail]] security has been added for negative value sales, refunds, and updating Prevent House Charges check box in the [[Customer Detail Information Window - House Account Tab|House Account tab]] of the [[Customer Detail Information Window|Customer Detail Information window]]. | ||
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| - | + | {| | |
| - | + | |- valign="top" | |
| + | | | ||
| + | [[Image:FTDMX3System.jpg|thumb|FTD Mercury Point of Sale Running FTD Mercury X3]] | ||
| + | | | ||
| + | [[Image:FTDM_mobile_splash.png|thumb|FTD Mercury Mobile (X3) and Mobile Plus (X4) splash screen]] | ||
| + | |} | ||
Current revision
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Affordable. Powerful. Easy-to-use. FTD Mercury is a comprehensive shop management solution that cuts overhead, handles day-to-day floral management tasks, and helps you concentrate on customer service and satisfaction. Simplify your business, streamline your workflow, increase sales, and generate more profit—all with FTD Mercury.
New & Enhanced in FTD Mercury X6
If you're upgrading from an older version of FTD Mercury, there are exciting new enhancements that have been added to help you manage your business even better!
Support for MapPoint Replacement within Mercury Delivery. The X6 MapPoint Replacement retains the core functionality of the now-retired Microsoft MapPoint product, and introduces key new functionality related to pushpins.
New & Enhanced in FTD Mercury X4
FTD Mercury X4 is compatible with Windows 8, and includes a mobile delivery component—FTD Mercury Mobile Plus (X4). Mobile Plus (X4) includes time-saving features such as:
- Delivery Routes: See routes, stops, and orders and mark them delivered.
- Map View a map of the route from your truck to a selected recipient.
- Directions: View the estimated distance and travel time, along with turn-by-turn directions to the recipient's address.
- Real-time Delivery Updates: Mark delivery status from your phone and automatically update the delivery status at your shop.
|
|
New & Enhanced in FTD Mercury X3 Fall
FTD Mercury X3 Fall's centerpiece feature is the Event Planner. In addition, there are several other minor features and enhancements. In September 2012, FTD Florist Link was significantly enhanced.
New & Enhanced in FTD Mercury X3
- FTD Mercury Mobile (X3) - allows you to keep up with your business from selected smartphones. You can get access to your Dashboard, as well as confirm deliveries on the go.
- Order Confirmations - enables you to provide excellent customer service by confirming orders when they're received.
- Email Management - You now have access to additional email management tools, including the ability to have different email addresses for invoices, delivery confirmations, order confirmations, and statements. You can even send personal email messages to customers. If you keep multiple contacts for customers, you can enter email addresses for those contacts and that email address will automatically override the customer's email address.
- Multiple sympathy cards are now available from the Funeral Log.
- Updates have been made to the Business Snapshot Report, Tax Exempt Customer Report, Product Comparison Report, Ticket Report, and Product Sales Reports.
- The missing Reciprocity Report has been added back to FTD Mercury X3!
- Address Verification is now Web-based.
- Audit trail security has been added for negative value sales, refunds, and updating Prevent House Charges check box in the House Account tab of the Customer Detail Information window.
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