Dashboard (FTD Mercury X)

From FloristWiki

(Difference between revisions)
Jump to: navigation, search
Current revision (11:58, 9 July 2010) (edit) (undo)
 
(36 intermediate revisions not shown.)
Line 1: Line 1:
{{TOCright}}
{{TOCright}}
-
The FTD Mercury Dashboard monitors certain activities in your FTD Mercury system and summarizes them in a graphical display. With the FTD Mercury Dashboard you can quickly review important information about your store and make up-to-the-minute decisions about your business. The Dashboard can also help you determine the tasks you still need to perform before closing your shop at the end of the day.
+
The FTD Mercury Dashboard is a graphical display of events in your store that require your attention during the day; messages and orders that are for past or future dates are not reflected in the Dashboard. With the FTD Mercury Dashboard, you can quickly review important information about your store and make up-to-the-minute decisions about your business. The Dashboard can also help you determine the tasks you still need to perform before closing your shop at the end of the day.
 +
 
 +
==How-to Procedures==
 +
 
 +
===Enabling the Dashboard===
 +
 
 +
The Dashboard does not automatically display on new FTD Mercury systems. You must enable the Dashboard in order to display it. Once enabled, you will be able to display the Dashboard anytime.
 +
 
 +
Two tasks are required to display the Dashboard:
 +
*[[Enabling the Dashboard in Mercury Administration]]
 +
*[[Enabling the Dashboard on each terminal]] where you would like to display it
 +
 
 +
===Opening the Dashboard===
 +
 
 +
Once the Dashboard is enabled, open it by double-clicking the '''Mercury Dashboard''' icon on your Mercury desktop.
 +
 
 +
===Taking Action on Dashboard Indicators===
 +
 
 +
Use the indicators on the FTD Mercury Dashboard to determine the actions that you need to take in your Mercury system. The Dashboard contains three types of indicators.
 +
*The Incoming Mercury Messages chart shows the number of messages of various types that you need to respond to.
 +
*The order indicators provide visual cues for specific order types, statuses, and potential issues. Each order indicator has two possible states. If there are orders that fit the criteria the indicator measures, the indicator will be a bright color, and the counter will have a value greater than 0. If there are no orders that fit that criteria, the counter will be 0 and the indicator color will be a muted version of the bright color.
 +
*The communication status indicators provide visual cue that your Mercury system is experiencing a communication issue. All status indicators are bright orange; changes in status are highlighted by the addition of a large red 'X' over the icon when there is an issue.
 +
 
 +
{| style="border:1px black solid; border-collapse:collapse; text-align:left;" cellpadding="4"
 +
|+'''Dashboard Indicators Requiring Action'''
 +
|-
 +
!style="width:100pt; background:#2B90DC; color:white; border-spacing:0px;" | '''Dashboard Indicator'''
 +
!style="width:175pt; background:#2B90DC; color:white" | '''Description'''
 +
!style="width:175pt; background:#2B90DC; color:white" | '''Action'''
 +
|-valign="top"
 +
! ORDER Messages
 +
| Number of incoming ORDER messages.
 +
|Attach or reject all incoming orders.
 +
|- valign="top"
 +
! ASK Messages
 +
|Number of incoming ASK messages.
 +
|Send an ANS for each incoming ASK message.
 +
|- valign="top"
 +
! CAN Messages
 +
|Number of incoming CAN messages.
 +
|Send a CON or DEN for each incoming CAN message.
 +
|- valign="top"
 +
! Pickup Orders
 +
|Number of completed orders assigned to the pickup delivery zone.
 +
|Mark each pickup order delivered.
 +
|- valign="top"
 +
! C.O.D.
 +
|Number of COD orders for pickup or delivery.
 +
|Complete each COD order.
 +
|- valign="top"
 +
! Declined Credit Cards
 +
|Number of orders in your system where the credit
 +
card has been declined.
 +
|Cancel the order or use a different card or payment type.
 +
|- valign="top"
 +
! Unauthorized Credit Cards
 +
|Number of orders for which the credit card could not be authorized.
 +
|Cancel the order, authorize the credit card, or use a different card or payment type.
 +
|- valign="top"
 +
! Undelivered Orders
 +
|Number of orders for delivery zones that are not marked delivered.
 +
|Mark each order delivered.
 +
|- valign="top"
 +
! Incomplete Orders
 +
|Number of orders marked incomplete.
 +
|Complete or cancel each incomplete order.
 +
|- valign="top"
 +
! Filed Orders
 +
|Number of filed orders.
 +
|Complete or cancel each filed order.
 +
|- valign="top"
 +
! External Communication
 +
|A problem may be affecting fax or email communciations, credit card processing, or wireless GPS.
 +
|[[Relaunch External Communications]].
 +
|- valign="top"
 +
! Mercury Connection
 +
|Your Mercury system has lost communication with the Mercury network.
 +
|[[Check for Mercury Network Connectivity]].
 +
|- valign="top"
 +
! Backup Status
 +
|The previous night’s automatic backup did not take place as scheduled.
 +
|If this problem persists for two days, contact the Mercury Technology Assistance Center.
 +
|-
 +
|}
 +
 
 +
'''NOTE:''' ANS, REJ, CON, DEN, FOR, and GEN messages are listed for your information. You cannot reduce these; the counters will reset the next day.
 +
 
 +
==Window Description==
 +
 
 +
The Dashboard is a snapshot of today’s activities.
The FTD Mercury Dashboard displays three types of information:
The FTD Mercury Dashboard displays three types of information:
;Incoming Mercury Messages
;Incoming Mercury Messages
-
:so that you can get a snapshot of today’s activities; messages for past or future dates are not reflected in the Dashboard.
+
:Located at the top center of the Dashboard, the Incoming Mercury Messages chart shows number of incoming messages of different types you have received today; messages for past or future dates are not reflected in the Dashboard. In the case of Order, ASK, and CANcel messages, the chart reflects the number of these message types received today that you need to take action on.
;Order Indicators
;Order Indicators
-
:Additionally, the order indicators for C.O.D., pickup, and undelivered orders are only for today’s orders. However, declined credit cards, unauthorized credit cards, incomplete orders, and filed orders reflect the number of these order types regardless of the date.
+
:Order indicators provide visual cues for specific order types, statuses, and potential issues. Each order indicator has two possible states. If there are orders that fit the criteria the indicator measures, the indicator will be a bright color, and the counter will have a value greater than 0. If there are no orders that fit that criteria, the counter will be 0 and the indicator color will be a muted version of the bright color. After the Dashboard polls the server, if there is any change in activity, the counters will update for each indicator and the indicators may light up or dim.
 +
 
 +
:Order indicators for C.O.D., pickup, and undelivered orders are only for today’s orders. However, order indicators for declined credit cards, unauthorized credit cards, incomplete orders, and filed orders reflect the number of these order types regardless of the date.
;Communication Status Indicators
;Communication Status Indicators
-
:
+
:The External Communication indicator lets you know if there is an issue with external communication, which can affect fax operations, email, credit card processing, Mercury Messages, and wireless GPS. If there is an issue, the External Communication indicator will have a large red × over the icon.
-
+
 
 +
==Tips and Tricks==
 +
 
 +
===How the Dashboard Works===
-
At the end of each day, you should ensure that no order indicators have items associated with
+
The Dashboard displays the number of a preset list of events that occur in your FTD Mercury system during the day. The Dashboard refreshes the display based on a polling interval set in the Advanced Settings screen in Mercury Administration. Typically, this is set to refresh every minute. At the bottom of the screen, below the status indicators, a progress bar updates indicating how long until the next refresh. When the bar fills, the Dashboard contacts the FTD Mercury server for updated information. After the Dashboard polls the server, if there is any change, the order or communications indicators may light up or dim or the number of messages in the Incoming Mercury Messages chart may increase or decrease.
-
them (that is, the number at the top right of the indicator should be zero and the color should be
+
-
muted). Additionally, you should ensure there are no Order messages in the Incoming Mercury
+
-
Messages chart (that is, you’ve attached or rejected all incoming orders), you have sent an ANSwer
+
-
to all incoming ASK messages, and you have sent a CONfirmation or DENy message in response to
+
-
all incoming CANcel message.
+
-
NOTE ANS, REJ, CON, DEN, FOR, and GEN messages are listed for your information. You cannot reduce these;
+
-
the counters will reset the next day.
+
-
If your Dashboard is clear (aside from the ANS, REJ, CON, DEN, FOR, and GEN messages), you can
+
-
proceed to other end of day tasks, such as performing z-out transactions, balancing your cash
+
-
drawers, and preparing your bank deposit.
+

Current revision

Contents

The FTD Mercury Dashboard is a graphical display of events in your store that require your attention during the day; messages and orders that are for past or future dates are not reflected in the Dashboard. With the FTD Mercury Dashboard, you can quickly review important information about your store and make up-to-the-minute decisions about your business. The Dashboard can also help you determine the tasks you still need to perform before closing your shop at the end of the day.

How-to Procedures

Enabling the Dashboard

The Dashboard does not automatically display on new FTD Mercury systems. You must enable the Dashboard in order to display it. Once enabled, you will be able to display the Dashboard anytime.

Two tasks are required to display the Dashboard:

Opening the Dashboard

Once the Dashboard is enabled, open it by double-clicking the Mercury Dashboard icon on your Mercury desktop.

Taking Action on Dashboard Indicators

Use the indicators on the FTD Mercury Dashboard to determine the actions that you need to take in your Mercury system. The Dashboard contains three types of indicators.

  • The Incoming Mercury Messages chart shows the number of messages of various types that you need to respond to.
  • The order indicators provide visual cues for specific order types, statuses, and potential issues. Each order indicator has two possible states. If there are orders that fit the criteria the indicator measures, the indicator will be a bright color, and the counter will have a value greater than 0. If there are no orders that fit that criteria, the counter will be 0 and the indicator color will be a muted version of the bright color.
  • The communication status indicators provide visual cue that your Mercury system is experiencing a communication issue. All status indicators are bright orange; changes in status are highlighted by the addition of a large red 'X' over the icon when there is an issue.
Dashboard Indicators Requiring Action
Dashboard Indicator Description Action
ORDER Messages Number of incoming ORDER messages. Attach or reject all incoming orders.
ASK Messages Number of incoming ASK messages. Send an ANS for each incoming ASK message.
CAN Messages Number of incoming CAN messages. Send a CON or DEN for each incoming CAN message.
Pickup Orders Number of completed orders assigned to the pickup delivery zone. Mark each pickup order delivered.
C.O.D. Number of COD orders for pickup or delivery. Complete each COD order.
Declined Credit Cards Number of orders in your system where the credit

card has been declined.

Cancel the order or use a different card or payment type.
Unauthorized Credit Cards Number of orders for which the credit card could not be authorized. Cancel the order, authorize the credit card, or use a different card or payment type.
Undelivered Orders Number of orders for delivery zones that are not marked delivered. Mark each order delivered.
Incomplete Orders Number of orders marked incomplete. Complete or cancel each incomplete order.
Filed Orders Number of filed orders. Complete or cancel each filed order.
External Communication A problem may be affecting fax or email communciations, credit card processing, or wireless GPS. Relaunch External Communications.
Mercury Connection Your Mercury system has lost communication with the Mercury network. Check for Mercury Network Connectivity.
Backup Status The previous night’s automatic backup did not take place as scheduled. If this problem persists for two days, contact the Mercury Technology Assistance Center.

NOTE: ANS, REJ, CON, DEN, FOR, and GEN messages are listed for your information. You cannot reduce these; the counters will reset the next day.

Window Description

The Dashboard is a snapshot of today’s activities.

The FTD Mercury Dashboard displays three types of information:

Incoming Mercury Messages
Located at the top center of the Dashboard, the Incoming Mercury Messages chart shows number of incoming messages of different types you have received today; messages for past or future dates are not reflected in the Dashboard. In the case of Order, ASK, and CANcel messages, the chart reflects the number of these message types received today that you need to take action on.
Order Indicators
Order indicators provide visual cues for specific order types, statuses, and potential issues. Each order indicator has two possible states. If there are orders that fit the criteria the indicator measures, the indicator will be a bright color, and the counter will have a value greater than 0. If there are no orders that fit that criteria, the counter will be 0 and the indicator color will be a muted version of the bright color. After the Dashboard polls the server, if there is any change in activity, the counters will update for each indicator and the indicators may light up or dim.
Order indicators for C.O.D., pickup, and undelivered orders are only for today’s orders. However, order indicators for declined credit cards, unauthorized credit cards, incomplete orders, and filed orders reflect the number of these order types regardless of the date.
Communication Status Indicators
The External Communication indicator lets you know if there is an issue with external communication, which can affect fax operations, email, credit card processing, Mercury Messages, and wireless GPS. If there is an issue, the External Communication indicator will have a large red × over the icon.

Tips and Tricks

How the Dashboard Works

The Dashboard displays the number of a preset list of events that occur in your FTD Mercury system during the day. The Dashboard refreshes the display based on a polling interval set in the Advanced Settings screen in Mercury Administration. Typically, this is set to refresh every minute. At the bottom of the screen, below the status indicators, a progress bar updates indicating how long until the next refresh. When the bar fills, the Dashboard contacts the FTD Mercury server for updated information. After the Dashboard polls the server, if there is any change, the order or communications indicators may light up or dim or the number of messages in the Incoming Mercury Messages chart may increase or decrease.

Retrieved from "http://floristwiki.ftdi.com/index.php/Dashboard_%28FTD_Mercury_X%29"
Personal tools
Navigation