Additional FTD Mercury X3 Fall Enhancements

From FloristWiki

Revision as of 10:40, 12 October 2011

Tax on Finance Charges

The HouseAccount screen in Mercury Administration now includes a Tax Finance Charges check box, enabling florists in states/provinces that require tax on finance charges to apply them automatically. This uses the default store tax rate.

Worksheet Headers

The header on the worksheet now includes the recipient name and address.

Emailing Received on Account Payment Receipts

From the Receive Customer Payment on Account screen, you can now email a payment receipt. The email address for emailing invoices to that customer is used for payment receipts. You can specify an ROA payment cover letter in the Email screen in Mercury Administration. Receipts are not emailed if you are canceling a payment or if the payment amount is zero (when you are updating allocations). When you email a payment receipt, it is tracked in the Customer Life Cycle.

You can also email payment receipts from Ticket Search via the Output Options window. Payments can be printed/emailed regardless of whether the payment has been allocated to tickets.

Cutoff Time for Delivery of Local Orders

You can now set a cutoff time for delivery of local orders in the Store Settings screen of Mercury Administration. Orders entered after your cutoff time will automatically default to the next day's date. The Order Entry and Point of Sale windows now display the day of the week in the Delivery area.

This cutoff date only affects local and pool delivery orders. If you have a multistore environment, transferred orders use the cutoff time of the store receiving the order. If you change the delivery date to a future date, the cutoff time no longer will be applied to the order. Likewise, if you update an order, the cutoff time no longer applies. Attached Mercury Orders will continue to use the date and time of the incoming order.

Employee Window Access for Event Planner

Employee window access is available for the following functions in Event Planner:

• Access Events
• Add Events
• Delete Events
• Event Planner Setup
• Send Proposal
• Update Events

This is handled either via employee in individual employee screens, or from the Window Access screen in Mercury Administration.

Future Balances

Both the Customer Detail Information window and the Receive Customer Payment on Account window include future balances due. This enables you to take prepayments on events and quickly tell what a customer's true account balance is, even if the charges are associated with a sale in the future.