Handling Funerals with the Funeral Log
From FloristWiki
(New page: The Funeral Log in FTD Mercury allows you to enter details about a funeral, such as the name of the recipient, funeral home, and viewing and service date and time. You can then use the fun...) |
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| + | Image:TrainingVideoAvailable.jpg|alt=Training Video Available | ||
| + | default [[Funeral Log (FTD Mercury X3 Training Video)|Funeral Log]] | ||
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| + | There is a [[Funeral Log (FTD Mercury X3 Training Video)|video]] available on this topic. | ||
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| - | Using the Funeral Log speeds up Order Entry and Point of Sale for funeral orders because you can enter funeral information once and use it for multiple sales. Creating an Acknowledgment List using the Funeral Log’s print function enhances your relationship with funeral directors by allowing you to provide them with a report of your deliveries to their facility for a specific funeral. | + | The Funeral Log in FTD Mercury allows you to enter details about a funeral, such as the name of the recipient, funeral home, and viewing and service date and time. You can then use the funeral details to complete recipient information for orders related to the funeral. When you populate the recipient of an order from the Funeral Log, the order is associated with the funeral. You can then generate an acknowledgment report showing all orders associated with the recipient/funeral to provide to the funeral home or family of the recipient. |
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| + | Using the Funeral Log speeds up [[Order Entry Window|Order Entry]] and [[Point of Sale Window|Point of Sale]] for funeral orders because you can enter funeral information once and use it for multiple sales. Creating an Acknowledgment List using the Funeral Log’s print function enhances your relationship with funeral directors by allowing you to provide them with a report of your deliveries to their facility for a specific funeral. | ||
==Opening the Funeral Log== | ==Opening the Funeral Log== | ||
You can open the Funeral Log by clicking the Funeral Log button in Order Entry or Point of Sale (or using ALT+L as the keyboard shortcut). Only entries for the current or future funeral date are displayed. If no recipient has been entered in Order Entry or Point of Sale, the list of funerals will contain funerals with viewing or service times for the current or future dates. | You can open the Funeral Log by clicking the Funeral Log button in Order Entry or Point of Sale (or using ALT+L as the keyboard shortcut). Only entries for the current or future funeral date are displayed. If no recipient has been entered in Order Entry or Point of Sale, the list of funerals will contain funerals with viewing or service times for the current or future dates. | ||
| - | ==Funeral Log Tasks== | + | ==Funeral Log Tasks & Windows== |
*[[Adding Funerals to the Funeral Log]] | *[[Adding Funerals to the Funeral Log]] | ||
*[[Using Funerals to Select Recipients]] | *[[Using Funerals to Select Recipients]] | ||
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*[[Generating Acknowledgment List Reports]] | *[[Generating Acknowledgment List Reports]] | ||
*[[Removing Funerals]] | *[[Removing Funerals]] | ||
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*[[Funeral Log Window]] | *[[Funeral Log Window]] | ||
*[[Add Recipient Window]] | *[[Add Recipient Window]] | ||
Current revision
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There is a video available on this topic. |
The Funeral Log in FTD Mercury allows you to enter details about a funeral, such as the name of the recipient, funeral home, and viewing and service date and time. You can then use the funeral details to complete recipient information for orders related to the funeral. When you populate the recipient of an order from the Funeral Log, the order is associated with the funeral. You can then generate an acknowledgment report showing all orders associated with the recipient/funeral to provide to the funeral home or family of the recipient.
Using the Funeral Log speeds up Order Entry and Point of Sale for funeral orders because you can enter funeral information once and use it for multiple sales. Creating an Acknowledgment List using the Funeral Log’s print function enhances your relationship with funeral directors by allowing you to provide them with a report of your deliveries to their facility for a specific funeral.
Opening the Funeral Log
You can open the Funeral Log by clicking the Funeral Log button in Order Entry or Point of Sale (or using ALT+L as the keyboard shortcut). Only entries for the current or future funeral date are displayed. If no recipient has been entered in Order Entry or Point of Sale, the list of funerals will contain funerals with viewing or service times for the current or future dates.
