FTD Mercury Main Menu

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Revision as of 13:19, 14 February 2011

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.

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.

Bookkeeping Buttons

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

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.

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.

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 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. This command corresponds to the Accounting button on the FTD Mercury Main Menu. General Ledger Export Opens the General Ledger Export window. GL Export History Opens the General Ledger Export History window.

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 window. 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. Marketing Opens Mercury Marketing. This command corresponds to the Marketing button on the FTD Mercury Main Menu. Fax and Email Monitor Opens the Fax and Email Monitor window.

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. Change Password Opens the FTD Mercury 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: 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.