Performing a Retail ToGo Transaction

From FloristWiki

Current revision

This information applies to functionality for FTD Mercury X5 Fall and later.

You can perform a transaction in the Retail ToGo mobile app from the Retail ToGo Entry screen.

Entering Information on the Retail ToGo Entry Screen

From the Retail ToGo Entry screen, you can enter the product codes, quantities, and prices for a transaction and receive the total due, including tax.

To enter transaction information:

1. Launch the Retail ToGo mobile app.
2. From the Store list at the top of the screen, select the store where you’re performing the transaction. Stores appear in the same order as they do in FTD Mercury.
3. Enter transaction details through one of the following methods:
   • Tap the corresponding product category image for the item in your transaction and complete all fields on the Product Code and Quantity Entry screen.
   • In the appropriate text fields, enter the transaction amount in dollars and cents for each category.

Tap Save to continue to the Payment Tender screen or Clear to clear all information and return to a new Retail ToGo Entry screen.

After tapping Clear, you will be asked "Do you want to clear product list?" Tap Yes to clear all information or No to return to the Retail ToGo Entry screen with the transaction details you have entered.

Entering Information on the Product Code and Quantity Screen

To enter product code and quantity information:

1. From the Retail ToGo Entry screen, tap the corresponding product category image for the item in your transaction.

   The Product Code and Quantity Entry screen appears.

2. Tap the Product Code field and enter the product code for your item. You can enter any product codes that you have configured in your system with the exception of coupon or discount codes.

   Default product codes are:

   • QSF: Flowers
   • QSP: Plants
   • QSG: Gifts
   • QSO: Other

3. Tap the Quantity field and enter the item quantity.
4. Tap the Item Price field and enter the price of the item.

Tap Save to save the product information and return to the Retail ToGo Entry screen or Cancel to clear all information and return to the Retail ToGo Entry screen.

Repeat steps 1 – 5 for each unique item in your transaction.

Entering Payment Information

To enter payment information:

1. Perform all necessary steps on the Retail ToGo Entry and Product Code and Quantity Entry screens.
2. From the Payment Tender screen, tap the method of payment. The available options are Credit Card or Cash.
3. If you select a cash payment, from the Cash Tender screen:
   • Enter the cash tendered in the Amount Tendered box.

   The amount of change to be returned appears.

   Note: If the cash tendered is less than the amount due, the change will appear in parenthesis. For example, the customer tenders $10.00 for a $10.11 transaction. The Change appears as $(0.11). You cannot perform split tender transactions and should ensure that the amount tendered is always greater than the amount due.

   • Tap Cancel to return to a new Retail ToGo Entry screen, Save to continue to the SMS and Email Entry screen, or Back to return to the Payment Tender screen.

   Note: Tapping Cancel returns you to a new Retail ToGo Entry screen. This new screen will not include any transaction details you have entered. To return to an existing Retail ToGo Entry screen with transaction details, use the Back button in the app until you have returned to the correct screen.

4. If you select a credit card payment, from the Credit Card Entry screen, you can enter details through one of the following methods:
   • Swipe the card via the attached swipe device:
     1. Toggle the Swipe Card slider to the right.
     2. Ensure that the Device Status reads Connected.
     3. Swipe the card via the attached swipe device.

   The Credit Card Authorization In Progress screen appears.

   • Manually enter the following card details:
     1. Name (Cardholder name)
     2. Credit Card Number
     3. Expiration Date (Two-digit month and year)
     4. CVV Code (Optional)

Tap Save to validate manually entered card information and progress to the Credit Card Authorization In Progress screen. To cancel the transaction, tap Cancel to return to a new Retail ToGo Entry screen, or to return to the Payment Tender screen, tap Back.

Tapping Cancel returns you to a new Retail ToGo Entry screen. This new screen will not include any transaction details you have entered. To return to an existing Retail ToGo Entry screen with transaction details, use the Back button in the app until you have returned to the correct screen.

Authorizing the Credit Card

The card is authorized after the card details have been entered. You do not need to perform any actions to authorize the card.

If the card is authorized, an approved message appears from the Credit Card Authorization In Progress screen. If the card is not approved, a declined or error message appears depending on the reason the card was not approved.

If a declined message appears, you can either swipe or manually enter the card details again, or complete the transaction with an alternate card. If an error message appears, you must close the application and begin the transaction again.

Capturing the Cardholder Signature

From the Signature Capture screen, you can capture the cardholder’s signature after the credit card is authorized.

To capture the cardholder's signature:

1. Have the cardholder sign with their finger.
2. If the cardholder is not satisfied with the signature, tap Clear to clear out the signature and have the cardholder sign again.
3. Once the cardholder is satisfied with the signature, tap save to save the signature and proceed to the SMS and Email Entry screen.
   

Sending a Receipt

After the payment for the transaction is complete, the SMS and Email Entry screen appears. You can send a receipt to the customer’s supplied phone or email address.

To send a receipt:

1. Toggle the slider to the right for the type of receipt you would like to send. You can send a text receipt to the customer’s phone or a receipt to the customer’s email address.
2. Provide the customer’s phone number or email address. If your device allows, you can enter multiple email addresses.
3. Tap Save to send the selected receipts or Skip if the customer does not require a receipt.

Back to FTD Mercury Retail ToGo mobile app documentation