FTD Mercury X3 & X3 Fall Reference Guide Table of Contents
From FloristWiki
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==FTD Mercury Overview== | ==FTD Mercury Overview== | ||
*[[FTD Mercury Overview]] | *[[FTD Mercury Overview]] | ||
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**[[Configuring Your System]] | **[[Configuring Your System]] | ||
**[[FTD Mercury Configuration Window]] | **[[FTD Mercury Configuration Window]] | ||
+ | **[[Turning on and Using Address Verification Override]] | ||
**[[Audit Trail Window]] | **[[Audit Trail Window]] | ||
**[[Software License Window]] | **[[Software License Window]] | ||
Line 41: | Line 43: | ||
**[[Searching for Mercury Messages]] | **[[Searching for Mercury Messages]] | ||
**[[Message Center]] | **[[Message Center]] | ||
- | **[[Working with Message Center]] | + | ***[[Working with Message Center]] |
- | **[[Attaching Incoming Orders]] | + | ***[[Attaching Incoming Orders]] |
- | **[[Handling Messages that Require Attention]] | + | ***[[Handling Messages that Require Attention]] |
- | **[[Dealing with Incoming Reject Messages]] | + | ***[[Dealing with Incoming Reject Messages]] |
- | **[[Opening Orders Related to Messages]] | + | ***[[Opening Orders Related to Messages]] |
- | **[[Creating New Mercury Messages]] | + | ***[[Creating New Mercury Messages]] |
- | **[[New Message Window]] | + | ****[[New Message Window]] |
- | *[[Responding to Mercury Messages]] | + | ***[[Responding to Mercury Messages]] |
- | *[[Responding to Incoming Messages]] | + | ***[[Responding to Incoming Messages]] |
- | *[[Responding to Outgoing Orders]] | + | ***[[Responding to Outgoing Orders]] |
- | *[[Requesting a Price Change]] | + | ***[[Requesting a Price Change]] |
- | *[[Acknowledging Messages]] | + | ***[[Acknowledging Messages]] |
- | *[[ | + | ****[[Acknowledgment Window]] |
- | *[[Rejecting Incoming Orders]] | + | ***[[Rejecting Incoming Orders]] |
- | *[[Deleting Messages from Message Center]] | + | ***[[Deleting Messages from Message Center]] |
- | *[[ | + | **[[Recording Phoned-In Orders]] |
- | *[[ | + | ***[[Printing Messages]] |
- | *[[ | + | **[[Mercury Order Message]] |
- | * | + | **[[Message Responses]] |
- | + | ***[[Message Response Window]] | |
- | *[[Message Responses]] | + | **[[Adjustment Report Message]] |
- | *[[Message Response Window]] | + | **[[Ask Message]] |
- | * | + | **[[Answer Message]] |
- | *[[ | + | **[[Cancellation Message]] |
- | *[[ | + | **[[Confirmation Message]] |
- | *[[ | + | **[[Delivery Confirmation Message]] |
- | *[[ | + | **[[Deny Message]] |
- | *[[ | + | ***[[Forward Message]] |
- | *[[ | + | **[[General Message]] |
- | * | + | **[[REC Message List]] |
- | *[[Deny Message]] | + | **[[Reject Message]] |
- | *[[Forward Message]] | + | **[[Retrieval Message]] |
- | * | + | **[[Suspend and Resume Messages]] |
- | + | ***[[Suspend Message]] | |
- | *[[General Message]] | + | ***[[Resume Message]] |
- | *[[ | + | **[[Order Detail View Window]] |
- | *[[ | + | **[[Message Locate Error Window]] |
- | * | + | |
- | *[[ | + | |
- | *[[ | + | |
- | * | + | |
- | *[[Suspend Message | + | |
- | * | + | |
- | *[[Resume Message | + | |
- | * | + | |
- | *[[Order Detail View Window]] | + | |
- | *[[Message Locate Error Window]] | + | |
==Florist Directory & Search== | ==Florist Directory & Search== | ||
- | *[[Florist | + | *[[FTD Florist Link|FTD Florist Link]] |
- | *[[Searching for | + | **[[Searching for a Florist]] |
- | *[[Florist Search | + | **[[Searching for a Facility]] |
- | *[[Florist | + | **[[Searching for a Florist Who Serves a Facility]] |
- | *[[Florist Listing Hover | + | **[[Setting the Preferred Status for a Florist]] |
- | *[[ | + | **[[Working with Florist Notes]] |
- | *[[Florist Notes Window]] | + | **[[How Search Results are Organized in FTD Florist Link]] |
- | *[[Florist | + | **[[Florist Link Map Icons]] |
- | *[[ | + | **[[Florist Badges]] |
- | *[[ | + | **[[Florist Search Main Window]] |
- | *[[ | + | **[[Facility Search Main Window]] |
- | *[[ | + | **[[Preferred Status Window]] |
+ | **[[Florist Listing Hover]] | ||
+ | **[[Florist Link Florist Detail Window|Florist Detail Window]] | ||
+ | **[[Florist Notes Window]] | ||
+ | *[[FTD Florist Link Administration]] | ||
+ | **[[Maintaining Your Service Area in FTD Florist Link Administration]] | ||
+ | **[[Maintaining Your Directory Ad in FTD Florist Link Administration]] | ||
+ | **[[Maintaining Your Products in FTD Florist Link Administration]] | ||
+ | **[[Maintaining Your Florist Link Marketing Options in FTD Florist Link Administration]] | ||
+ | **[[Maintaining Your Facilities in FTD Florist Link Administration]] | ||
+ | **[[Maintaining Your Holiday Capacity in FTD Florist Link Administration]] | ||
+ | **[[Changing Your Fees in FTD Florist Link Administration]] | ||
+ | **[[Viewing Request History in FTD Florist Link Administration]] | ||
+ | **[[Logging in to FTD Florist Link Administration]] | ||
+ | **[[Changing Your FTD Florist Link Administration Password]] | ||
+ | **[[Dealing with a Forgotten Password|Dealing with a Forgotten Password in FTD Florist Link Administration]] | ||
+ | **[[Logging out of FTD Florist Link Administration]] | ||
+ | **[[Requesting a Special Listing in FTD Florist Link Administration]] | ||
+ | **[[Viewing an Existing Special Listing in FTD Florist Link Administration]] | ||
+ | **[[Requesting to Become a Featured Florist in Florist Link]] | ||
+ | **[[Changing Your Featured Florist Pin in FTD Florist Link Administration]] | ||
+ | **[[FTD Florist Link Administration: About FTD Florist Link Page|About FTD Florist Link Page]] | ||
+ | **[[FTD Florist Link Administration: Maintain Service Area Page|Maintain Service Area Page]] | ||
+ | **[[FTD Florist Link Administration: Submit Directory Ad Change Request Page|Submit Directory Ad Change Request Page]] | ||
+ | **[[FTD Florist Link Administration: Maintain Florist Link Marketing Page|Maintain Florist Link Marketing Page]] | ||
+ | **[[FTD Florist Link Administration: Maintain Products Page|Maintain Products Page]] | ||
+ | **[[FTD Florist Link Administration: Maintain Facilities Page|Maintain Facilities Page]] | ||
+ | **[[FTD Florist Link Administration: Maintain Holiday Capacity Page|Maintain Holiday Capacity Page]] | ||
+ | **[[FTD Florist Link Administration: History Page|History Page]] | ||
+ | **[[FTD Florist Link Administration: New Facility Request Window|New Facility Request Window]] | ||
+ | **[[FTD Florist Link Administration: Update Facility Request Window|Update Facility Request Window]] | ||
+ | **[[FTD Florist Link Administration: Preferred Counts Window|Preferred Counts Window]] | ||
+ | **[[FTD Directory Pricing]] | ||
==Managing Employees== | ==Managing Employees== | ||
*[[Managing Employees]] | *[[Managing Employees]] | ||
- | *[[Adding Employees]] | + | **[[Adding Employees]] |
- | *[[Editing Existing Employee Information]] | + | **[[Editing Existing Employee Information]] |
- | *[[Requiring Employee Names in Order Entry and Point of Sale]] | + | **[[Requiring Employee Names in Order Entry and Point of Sale]] |
- | *[[Changing Employee Passwords]] | + | **[[Changing Employee Passwords]] |
- | *[[FTD Server Password Window]] | + | ***[[FTD Server Password Window]] |
- | *[[Terminating an Employee in Your System]] | + | **[[Terminating an Employee in Your System]] |
- | *[[Activating Terminated Employees]] | + | ***[[Activating Terminated Employees]] |
- | *[[Handling Employee Payroll]] | + | **[[Handling Employee Payroll]] |
- | *[[Tracking Employee Time]] | + | **[[Tracking Employee Time]] |
- | * | + | **[[Employee Types]] |
- | *[[Employee Types]] | + | **[[Printing the Employee List]] |
- | *[[ | + | **[[Employee History Information Window]] |
- | *[[ | + | **[[Job Functions]] |
- | * | + | **[[Employee Security]] |
- | *[[ | + | **[[Searching for Employees]] |
- | * | + | ***[[Employee Search Window]] |
- | *[[Security]] | + | **[[Employee Reports]] |
- | * | + | ***[[Generating an Employee Sales Report]] |
- | *[[ | + | ***[[Employee Sales Report Window]] |
- | * | + | |
- | *[[Employee Search Window]] | + | |
- | *[[ | + | |
- | *[[Employee | + | |
- | *[[Employee Sales Report Window]] | + | |
- | ==Customer | + | ==Customer Management== |
- | *[[Customer | + | *[[Customer Management]] |
- | *[[Customer Detail Information Window]] | + | **[[Customer Detail Information Window]] |
- | **[[Customer Detail Information Window - General Tab|General Tab]] | + | ***[[Customer Detail Information Window - General Tab|General Tab]] |
- | **[[Customer Detail Information Window - House Account Tab|House Account Tab]] | + | ***[[Customer Detail Information Window - House Account Tab|House Account Tab]] |
- | **[[Customer Detail Information Window - Statistics Tab|Statistics Tab]] | + | ***[[Customer Detail Information Window - Statistics Tab|Statistics Tab]] |
- | **[[Customer Detail Information Window - Credit Cards Tab|Credit Cards Tab]] | + | ***[[Customer Detail Information Window - Credit Cards Tab|Credit Cards Tab]] |
- | **[[Customer Detail Information Window - Contacts Tab|Contacts Tab]] | + | ***[[Customer Detail Information Window - Contacts Tab|Contacts Tab]] |
- | **[[Customer Detail Information Window - Order History Tab|Order History Tab]] | + | ***[[Customer Detail Information Window - Order History Tab|Order History Tab]] |
- | **[[Customer Detail Information Window - Marketing Tab|Marketing Tab]] | + | ***[[Customer Detail Information Window - Marketing Tab|Marketing Tab]] |
- | **[[Customer Detail Information Window - Statement Tab|Statement Tab]] | + | ***[[Customer Detail Information Window - Statement Tab|Statement Tab]] |
- | **[[Customer Detail Information Window - Standing Order Tab|Standing Order Tab]] | + | ***[[Customer Detail Information Window - Standing Order Tab|Standing Order Tab]] |
- | **[[Customer Detail Information Window - Life Cycle Tab|Life Cycle Tab]] | + | ***[[Customer Detail Information Window - Life Cycle Tab|Life Cycle Tab]] |
- | * | + | **[[Adding New Customers]] |
- | *[[ | + | **[[Configuring Email Settings for Customers]] |
- | * | + | **[[Setting Up House Accounts]] |
- | *[[ | + | **[[Preventing Charges on House Accounts]] |
- | * | + | **[[Viewing Customer Statistics]] |
- | *[[ | + | **[[Searching for Customers]] |
- | * | + | ***[[Customer Search Window]] |
- | *[[ | + | **[[Maintaining Credit Card Information]] |
- | *[[Customer | + | **[[Maintaining Customer Contacts]] |
- | *[[Searching for Customers]] | + | **[[Viewing Order History for a Customer]] |
- | *[[Customer Search Window]] | + | ***[[Marking Orders Delivered from Order History]] |
- | * | + | **[[Standing Orders]] |
- | + | ***[[Printing a List of Standing Order Templates]] | |
- | *[[Maintaining Credit Card Information]] | + | ***[[Creating Standing Order Templates]] |
- | *[[Customer Contacts]] | + | ***[[Editing Existing Standing Order Templates]] |
- | *[[Viewing Order History for a Customer]] | + | ***[[Deleting Upcoming Orders to be Generated by a Standing Order Template]] |
- | *[[Marking Orders Delivered | + | ***[[Removing All Upcoming Orders Based on a Standing Order Template]] |
- | *[[ | + | ***[[Deleting Existing Standing Order Templates]] |
- | *[[ | + | ***[[Standing Order Scheduler Window]] |
- | *[[ | + | **[[Using House Accounts for Weddings]] |
- | *[[ | + | **[[Customer Merge]] |
- | *[[ | + | ***[[Customer Merge Window]] |
- | *[[ | + | **[[Customer Purge]] |
- | *[[Customer Merge]] | + | ***[[Purge Customers Window]] |
- | *[[Customer Merge Window]] | + | **[[Customer Credit Card Window]] |
- | *[[Customer Purge]] | + | **[[Customer Account Balance Detail Window]] |
- | *[[ | + | **[[Customer Account Balance Detail Report]] |
- | *[[ | + | |
- | *[[ | + | |
==Product Maintenance== | ==Product Maintenance== | ||
*[[Product Maintenance]] | *[[Product Maintenance]] | ||
- | *[[Using Product Codes in Order Entry and Point of Sale]] | + | **[[Product Codes]] |
- | *[[Searching for Products]] | + | ***[[Using Product Codes in Order Entry and Point of Sale]] |
- | *[[Product Search Window]] | + | **[[Searching for Products (FTD Mercury X2)|Searching for Products]] |
- | *[[Adding New Products]] | + | ***[[Product Search Window]] |
- | *[[Adding Pictures to Products]] | + | **[[Adding New Products]] |
- | *[[Removing Pictures from Local Products]] | + | ***[[Adding Pictures to Products]] |
- | *[[Product Recipes]] | + | ***[[Removing Pictures from Local Products]] |
- | *[[Product Entry Window]] | + | ***[[Product Recipes]] |
- | *[[Quick Picks]] | + | **[[Product Entry Window]] |
- | *[[Copying Care Instructions]] | + | **[[Quick Picks]] |
- | *[[Deleting Products]] | + | **[[Copying Care Instructions]] |
- | *[[Multiple Price Points]] | + | **[[Deleting Products]] |
- | *[[FTD Mercury & Your FOL Web Site]] | + | **[[Multiple Price Points]] |
- | *[[FOL Product Window]] | + | **[[FTD Mercury & Your FOL Web Site]] |
- | * | + | ***[[FOL Product Window]] |
- | + | **[[Gift Certificates]] | |
- | + | **[[Coupons]] | |
- | + | **[[Delivery Zones and Fees]] | |
- | + | **[[Bar Codes and Products]] | |
- | *[[Gift Certificates]] | + | ***[[Bar Code Window]] |
- | * | + | |
- | *[[ | + | |
- | *[[Delivery Zones and Fees]] | + | |
- | * | + | |
- | *[[ | + | |
- | * | + | |
- | *[[Bar Code Window]] | + | |
*[[Wire Service Product Code List Window]] | *[[Wire Service Product Code List Window]] | ||
==Working with Orders== | ==Working with Orders== | ||
*[[Working with Orders]] | *[[Working with Orders]] | ||
- | *[[Point of Sale vs. Order Entry]] | + | **[[Point of Sale vs. Order Entry]] |
- | *[[Order Entry Window]] | + | **[[Order Entry Window]] |
- | *[[Point of Sale Window]] | + | **[[Point of Sale Window]] |
- | *[[Navigating the Order Entry | + | **[[Navigating the Order Entry and Point of Sale Windows]] |
- | *[[Entering Orders]] | + | **[[Entering Orders]] |
- | * | + | ***[[Entering Carry Out Orders]] |
- | * | + | ***[[Entering Orders for Pickup]] |
- | *[[Entering Carry Out Orders]] | + | ***[[Entering Orders for Local Delivery]] |
- | *[[Entering Orders for Pickup]] | + | ***[[Entering Wire Out Orders]] |
- | * | + | ***[[Entering Phoned-Out Orders]] |
- | *[[Entering Orders for Local Delivery]] | + | **[[Attaching Incoming Orders]] |
- | * | + | ***[[Entering Phoned-In Orders]] |
- | *[[Entering Wire Out Orders]] | + | ***[[Creating a Wire Out Order from an Incoming Florists Online or Flowers All Hours Order]] |
- | *[[Entering Phoned-Out Orders]] | + | **[[Filing Incomplete Orders]] |
- | *[[Attaching Incoming Orders]] | + | **[[C.O.D. Orders]] |
- | * | + | **[[Editing Existing Orders]] |
- | * | + | **[[Editing an Order from History]] |
- | *[[Entering Phoned-In Orders | + | **[[Canceling Orders]] |
- | * | + | ***[[Cancel or Void Order Window]] |
- | *[[Creating a Wire Out Order from an Incoming Florists Online or Flowers All Hours Order]] | + | **[[Taking Order Payments]] |
- | * | + | ***[[Payments Window]] |
- | *[[ | + | **[[Transferring Orders to Other Stores]] |
- | *[[ | + | **[[Using Abbreviation Codes in Orders]] |
- | *[[ | + | ***[[Abbreviation Code Lookup Window]] |
- | *[[ | + | **[[Caller ID and Orders]] |
- | *[[ | + | **[[Gift Cards]] |
- | *[[ | + | ***[[Selling New Gift Cards]] |
- | *[[ | + | ***[[Adding Value to Gift Cards]] |
- | * | + | ***[[Refunding the Purchase of a Gift Card]] |
- | * | + | ***[[Accepting Gift Card Payments]] |
- | *[[Payments Window]] | + | ***[[Canceling or Refunding Orders Paid for with Gift Cards]] |
- | *[[Transferring Orders to Other Stores]] | + | ***[[Copying an Order with a Gift Card Payment]] |
- | *[[Using Abbreviation Codes in Orders]] | + | ***[[Issuing Store Credit with Gift Cards]] |
- | * | + | ***[[Gift Card Reporting]] |
- | *[[Abbreviation Code Lookup Window]] | + | ***[[Gift Card Activity Window]] |
- | *[[Caller ID and Orders]] | + | **[[Tickets]] |
- | * | + | ***[[Ticket Search Window]] |
- | *[[Gift Cards | + | ***[[Searching for Tickets]] |
- | *[[Selling New Gift Cards]] | + | ***[[Printing Ticket Search Results]] |
- | *[[Adding Value to Gift Cards]] | + | ***[[Printing Invoices from Ticket Search]] |
- | *[[Refunding the Purchase of a Gift Card]] | + | ***[[Opening Orders from Ticket Search]] |
- | *[[Accepting Gift Card Payments]] | + | ***[[Copying Existing Tickets and Sales]] |
- | *[[ | + | ***[[Working with Tickets in Order Entry and Point of Sale]] |
- | *[[Copying an Order with a Gift Card Payment]] | + | ***[[Copying Tickets in Order Entry and Point of Sale]] |
- | *[[Issuing Store Credit with Gift Cards]] | + | ***[[Removing Individual Tickets from Sales]] |
- | *[[Gift Card Reporting]] | + | **[[Handling Funerals with the Funeral Log]] |
- | *[[Gift Card Activity Window]] | + | ***[[Funeral Log Window]] |
- | *[[Tickets]] | + | ***[[Adding Funerals to the Funeral Log]] |
- | *[[Ticket Search Window]] | + | ***[[Add Recipient Window]] |
- | *[[Searching for Tickets]] | + | ***[[Using Funerals to Select Recipients]] |
- | *[[Printing Ticket Search Results]] | + | ***[[Changing Funeral Information]] |
- | *[[Printing Invoices from Ticket Search]] | + | ***[[Generating Acknowledgment List Reports]] |
- | *[[Opening Orders from Ticket Search]] | + | ***[[Removing Funerals]] |
- | *[[Copying Existing Tickets and Sales]] | + | **[[Working with Recipient Pictures]] |
- | *[[Working with Tickets in Order Entry | + | ***[[Picture Center Window]] |
- | *[[ | + | ***[[Output Options Window (Pictures)]] |
- | *[[ | + | **[[Standing Orders]] |
- | *[[Funeral Log Window]] | + | ***[[Creating Standing Order Templates]] |
- | *[[Adding Funerals to Funeral Log]] | + | ***[[Editing Existing Standing Order Templates]] |
- | *[[Add Recipient Window]] | + | ***[[Deleting Existing Standing Order Templates]] |
- | *[[Using Funerals to Select Recipients]] | + | ***[[Deleting Upcoming Orders to be Generated by a Standing Order Template]] |
- | *[[Changing Funeral Information]] | + | ***[[Removing All Upcoming Orders Based on a Standing Order Template]] |
- | *[[Generating | + | ***[[Printing a List of Standing Order Templates]] |
- | *[[Removing Funerals]] | + | **[[Order Entry Invoices]] |
- | *[[Working with Recipient Pictures]] | + | ***[[Printing Invoices to Remote Locations]] |
- | *[[Picture Center Window]] | + | ***[[Faxing and Emailing Invoices]] |
- | * | + | ***[[Output Options Window]] |
- | * | + | **[[Delivery Confirmation]] |
- | *[[Output Options Window]] | + | **[[Processing Refunds & Exchanges]] |
- | *[[Standing Orders]] | + | ***[[Refund Window]] |
- | *[[Creating Standing Order Templates]] | + | **[[Order Life Cycle]] |
- | *[[Editing Existing Standing Order Templates]] | + | **[[Using Bar Codes]] |
- | *[[Deleting Existing Standing Order Templates]] | + | **[[One-Off Printing]] |
- | *[[Deleting Upcoming Orders to be Generated by a Standing Order Template]] | + | **[[Printing Invoices to Remote Locations]] |
- | *[[Removing All Upcoming Orders Based on a Standing Order Template]] | + | **[[Faxing and Emailing Invoices]] |
- | *[[Printing a List of Standing Order Templates]] | + | **[[Order Entry Invoices]] |
- | *[[Order Entry Invoices]] | + | **[[Ticket Status Window]] |
- | *[[Printing Invoices to Remote Locations]] | + | **[[Map It Window]] |
- | *[[Faxing and Emailing Invoices]] | + | **[[Card Messages and Font Sizes]] |
- | *[[Output Options Window]] | + | **[[Sending a Card to Multiple Recipients]] |
- | * | + | ***[[Multiple Recipients Window]] |
- | *[[ | + | **[[Cancel Confirmation Window]] |
- | * | + | **[[Email Output Window]] |
- | + | ***[[Email Management#Emailing an Ad Hoc Invoice, Order Confirmation, and/or Delivery Confirmation|Emailing an Ad Hoc Invoice, Order Confirmation, and/or Delivery Confirmation]] | |
- | + | ***[[Order Confirmations|Sending Order Confirmations]] | |
- | + | ***[[Delivery Confirmation|Sending Delivery Confirmations]] | |
- | *[[Processing Refunds & Exchanges]] | + | |
- | * | + | |
- | * | + | |
- | *[[ | + | |
- | * | + | |
- | *[[ | + | |
- | * | + | |
- | *[[ | + | |
- | * | + | |
- | *[[ | + | |
- | * | + | |
- | + | ||
- | *[[Printing | + | |
- | *[[ | + | |
- | * | + | |
- | *[[ | + | |
- | * | + | |
- | *[[ | + | |
- | * | + | |
- | *[[ | + | |
- | * | + | |
- | + | ||
- | *[[Card Messages and Font Sizes]] | + | |
- | *[[Sending a Card to Multiple Recipients]] | + | |
- | *[[ | + | |
- | *[[ | + | |
- | *[[ | + | |
- | *[[ | + | |
- | * | + | |
- | *[[ | + | |
- | *[[ | + | |
==Automatic Order Processing== | ==Automatic Order Processing== | ||
*[[Automatic Order Processing]] | *[[Automatic Order Processing]] | ||
- | *[[Outgoing Order Handling by Automatic Order Processing]] | + | **[[Outgoing Order Handling by Automatic Order Processing]] |
- | *[[Credit Card Payments and Automatic Order Processing]] | + | **[[Credit Card Payments and Automatic Order Processing]] |
- | *[[Potential Issues that Prevent Automatic Order Processing]] | + | **[[Potential Issues that Prevent Automatic Order Processing]] |
- | *[[Automatic Order Processing Screen | + | **[[Mercury Administration Automatic Order Processing Screen|Automatic Order Processing Screen]] |
- | + | **[[Configuring Automatic Order Processing]] | |
- | *[[Configuring Automatic Order Processing]] | + | ***[[Configuring Automatic Order Processing for Send-Only Florists]] |
- | *[[ | + | ***[[Florists Online and Flowers All Hours Product Codes]] |
- | + | ***[[WebGifts Processing]] | |
- | *[[Florists Online and Flowers All Hours Product Codes]] | + | **[[Searching for Automatically Processed Orders]] |
- | *[[Automatic Order Processing and the System Employee]] | + | **[[Automatic Order Processing and the System Employee]] |
- | *[[ | + | **[[Automatic Order Processing and Other Wire Services]] |
- | *[[ | + | **[[Disabling Automatic Order Processing]] |
==Managing Point of Sale Sessions== | ==Managing Point of Sale Sessions== | ||
*[[Managing Point of Sale Sessions]] | *[[Managing Point of Sale Sessions]] | ||
- | *[[Setting Up the Cash Drawer]] | + | **[[Setting Up the Cash Drawer]] |
- | *[[Setting Up Paid Out/In Types]] | + | **[[Setting Up Paid Out/In Types]] |
- | * | + | **[[Managing the Cash Drawer]] |
- | + | **[[Setting the Opening Balance]] | |
- | + | ***[[Opening Balance Window]] | |
- | *[[Managing the Cash Drawer]] | + | **[[Processing a No Sale Transaction]] |
- | *[[Setting the Opening Balance]] | + | ***[[No Sale Window]] |
- | *[[Opening Balance Window]] | + | **[[Processing a Paid Out or Paid In Transaction]] |
- | *[[Processing a No Sale Transaction]] | + | ***[[Paid Out/In Window]] |
- | *[[No Sale Window]] | + | **[[Z-Out Transactions]] |
- | *[[Processing a Paid Out or Paid In Transaction]] | + | ***[[Processing a Z-Out Transaction]] |
- | *[[Paid Out/In Window]] | + | ***[[Z-Out Window]] |
- | *[[Z-Out Transactions]] | + | ***[[Money Counter Window]] |
- | *[[Processing a Z-Out Transaction]] | + | **[[X-Out Transactions]] |
- | *[[Z-Out Window]] | + | **[[Point of Sale History]] |
- | *[[Money Counter Window]] | + | ***[[POS Session History Window]] |
- | *[[X-Out Transactions]] | + | **[[POS Session Detail Window]] |
- | *[[Point of Sale History]] | + | **[[POS Manual Entry Window]] |
- | *[[POS Session History Window]] | + | **[[POS Registration Window]] |
- | *[[POS Session Detail Window]] | + | **[[Reprinting Receipts]] |
- | *[[POS Manual Entry Window]] | + | |
- | *[[POS Registration Window]] | + | ==Event Planner== |
- | *[[Reprinting Receipts]] | + | *[[Event Planner]] |
+ | **[[Event Planner: Creating a New Event|Creating a New Event]] | ||
+ | **[[Event Planner: Searching for Existing Events|Searching for Existing Events]] | ||
+ | **[[Event Planner: Searching for Products|Searching for Products]] | ||
+ | **[[Event Planner: Searching for Abbreviation Codes|Searching for Abbreviation Codes]] | ||
+ | **[[Event Planner: Editing an Existing Event|Editing an Existing Event]] | ||
+ | **[[Event Planner: Creating an Event Location|Creating an Event Location]] | ||
+ | **[[Event Planner: Editing an Existing Event Location|Editing an Existing Event Location]] | ||
+ | **[[Event Planner: Adding Products to an Event|Adding Products to an Event]] | ||
+ | **[[Event Planner: Copying Events|Copying Events]] | ||
+ | **[[Event Planner: Deleting Events|Deleting Events]] | ||
+ | **[[Event Planner: Viewing Proposals|Viewing Proposals]] | ||
+ | **[[Event Planner: Viewing Proposal Status|Viewing Proposal Status]] | ||
+ | **[[Event Planner: Generating Proposals|Generating Proposals]] | ||
+ | **[[Event Planner: Accepting Proposals|Accepting Proposals]] | ||
+ | **[[Event Planner: Rejecting Proposals|Rejecting Proposals]] | ||
+ | **[[Event Planner: Converting Proposals into Orders|Converting Proposals into Orders]] | ||
+ | **[[Event Planner: Creating Cover Letters|Creating Cover Letters]] | ||
+ | **[[Event Planner: Launching and Logging into Event Planner|Launching and Logging into Event Planner]] | ||
+ | **[[Event Planner: Configuring the Event Planner Default Settings|Configuring the Event Planner Default Settings]] | ||
+ | **[[Event Planner: Working with Rental Equipment|Working with Rental Equipment]] | ||
+ | **[[Event Planner: Printing Labels|Printing Labels]] | ||
+ | **[[Event Planner: Viewing Event Life Cycle Details|Viewing Event Life Cycle Details]] | ||
+ | **[[Event Planner: House Accounts and Event Planner|House Accounts and Event Planner]] | ||
+ | **[[Event Planner: Logging out of Event Planner|Logging out of Event Planner]] | ||
+ | **[[Event Planner: Abbreviation Code Lookup Screen|Abbreviation Code Lookup Screen]] | ||
+ | **[[Event Planner: Accept Proposal Screen|Accept Proposal Screen]] | ||
+ | **[[Event Planner: Ceremony Screen|Ceremony Screen]] | ||
+ | **[[Event Planner: Cover Letters Screen|Cover Letters Screen]] | ||
+ | **[[Event Planner: Customer Search Screen|Customer Search Screen]] | ||
+ | **[[Event Planner: Default Settings Screen|Default Settings Screen]] | ||
+ | **[[Event Planner: Event Dashboard|Event Dashboard]] | ||
+ | **[[Event Planner: Event Setup Screen|Event Setup Screen]] | ||
+ | **[[Event Planner: Locations Screen|Locations Screen]] | ||
+ | **[[Event Planner: Login Screen|Login Screen]] | ||
+ | **[[Event Planner: Party or Other Screen|Party or Other Screen]] | ||
+ | **[[Event Planner: Personal Flowers Screen|Personal Flowers Screen]] | ||
+ | **[[Event Planner: Print Labels Screen|Print Labels Screen]] | ||
+ | **[[Event Planner: Product Search Screen|Product Search Screen]] | ||
+ | **[[Event Planner: Proposal Screen|Proposal Screen]] | ||
+ | **[[Event Planner: Reception Screen|Reception Screen]] | ||
+ | **[[Event Planner: Send Proposal Screen|Send Proposal Screen]] | ||
==Design Center== | ==Design Center== | ||
*[[Design Center]] | *[[Design Center]] | ||
- | *[[Opening Design Center]] | + | **[[Opening Design Center]] |
- | * | + | **[[Assigning Products to Designers (FTD Mercury X2)|Assigning Products to Designers]] |
- | *[[Assigning Products to Designers]] | + | **[[Optimizing Workflows Using Bar Code Scanners]] |
- | *[[Optimizing Workflows Using Bar Code Scanners]] | + | **[[Analyzing Designer Workloads]] |
- | *[[Analyzing Designer Workloads]] | + | **[[Marking Products Designed (FTD Mercury X2)|Marking Products Designed]] |
- | * | + | **[[Viewing Product Pictures and Recipes (FTD Mercury X2)|Viewing Product Pictures and Recipes]] |
- | *[[Marking Products Designed]] | + | **[[Attaching Design Pictures to Tickets (FTD Mercury X2)|Attaching Design Pictures to Tickets]] |
- | *[[Viewing Product Pictures and Recipes]] | + | **[[Printing Invoices from Design Center]] |
- | *[[Attaching Design Pictures to Tickets]] | + | **[[Design Center Window]] |
- | *[[Printing Invoices]] | + | **[[Designer Analysis Window]] |
==Processing and Settling Credit Cards== | ==Processing and Settling Credit Cards== | ||
*[[Processing and Settling Credit Cards]] | *[[Processing and Settling Credit Cards]] | ||
- | *[[Processing Credit Cards]] | + | **[[Processing Credit Cards]] |
- | *[[Changing the Price for a Credit Card Prior to Settlement]] | + | **[[Changing the Price for a Credit Card Prior to Settlement]] |
- | *[[Voice Authorizing Credit Cards]] | + | **[[Voice Authorizing Credit Cards]] |
- | *[[Credit Card Authorization Window]] | + | ***[[Credit Card Authorization Window]] |
- | *[[View Credit Card Authorization Window]] | + | ***[[View Credit Card Authorization Window]] |
- | *[[Searching for Credit Card Transactions]] | + | **[[Searching for Credit Card Transactions]] |
- | *[[Viewing Credit Card Transactions from the Credit Card Search Window]] | + | ***[[Credit Card Search Window]] |
- | *[[Resending Credit Card Transactions from the Credit Card Search Window]] | + | ***[[Viewing Credit Card Transactions from the Credit Card Search Window]] |
- | *[[Voice Authorizing Credit Card Transactions from the Credit Card Search Window]] | + | ***[[Resending Credit Card Transactions from the Credit Card Search Window]] |
- | *[[Deleting Unapproved Credit Card Transactions from the Credit Card Search Window]] | + | ***[[Voice Authorizing Credit Card Transactions from the Credit Card Search Window]] |
- | * | + | ***[[Deleting Unapproved Credit Card Transactions from the Credit Card Search Window]] |
- | *[[Credit Card Settlement]] | + | **[[Credit Card Settlement]] |
- | *[[Credit Card Settlement Window]] | + | ***[[Credit Card Settlement Window]] |
- | *[[Handling Unsettled Credit Card Authorizations]] | + | **[[Handling Unsettled Credit Card Authorizations]] |
- | *[[Unsettled Credit Card Authorizations Window]] | + | ***[[Unsettled Credit Card Authorizations Window]] |
- | *[[View Settlement Totals Window]] | + | **[[View Settlement Totals Window]] |
==Mercury Delivery== | ==Mercury Delivery== | ||
Line 403: | Line 423: | ||
***[[Delivery Snapshot Window]] | ***[[Delivery Snapshot Window]] | ||
***[[About Mercury Delivery Processing Application Window]] | ***[[About Mercury Delivery Processing Application Window]] | ||
- | + | **[[Delivery Zones]] | |
- | + | ***[[Creating Delivery Zones]] | |
- | + | ****[[Create Zone Window]] | |
- | + | ****[[Find Window]] | |
- | + | ***[[Removing Delivery Zones]] | |
- | + | ***[[Delivery Zones List]] | |
- | + | **[[Creating Delivery Routes]] | |
- | + | ***[[Create Routes Window]] | |
- | + | ***[[Complete Route Window]] | |
- | + | ***[[Changing the Route Name or Origin]] | |
- | + | ***[[Rename Route Window]] | |
- | + | ***[[Route Origin Window]] | |
- | + | ||
- | + | ||
- | + | ||
***[[Optimizing Routes]] | ***[[Optimizing Routes]] | ||
****[[Optimize Route Options Window]] | ****[[Optimize Route Options Window]] | ||
***[[Changing the Delivery Zone for an Order]] | ***[[Changing the Delivery Zone for an Order]] | ||
- | + | ****[[Change Zone Window]] | |
- | *[[Viewing Order Details (Products)]] | + | ***[[Viewing Order Details (Products)]] |
- | *[[Order Details Window]] | + | ****[[Order Details Window]] |
- | *[[Adding Additional Orders to the Route]] | + | ***[[Adding Additional Orders to the Route]] |
- | *[[Add Order Window]] | + | ****[[Add Order Window]] |
- | *[[Add Zone Window]] | + | ****[[Add Zone Window]] |
- | *[[Adding Non-Order Stops to the Route]] | + | ***[[Adding Non-Order Stops to the Route]] |
- | *[[Linking and Unlinking Orders]] | + | ***[[Linking and Unlinking Orders]] |
- | *[[Removing Orders from the Route]] | + | ***[[Removing Orders from the Route]] |
- | *[[Editing Saved (Incomplete) Routes]] | + | ***[[Editing Saved (Incomplete) Routes]] |
- | *[[Select Saved Routes Window]] | + | ****[[Select Saved Routes Window]] |
- | *[[Saved Routes Window]] | + | ****[[Saved Routes Window]] |
- | *[[Modifying Delivery Routes]] | + | **[[Modifying Delivery Routes]] |
- | *[[Viewing Routing Progress]] | + | **[[Viewing Routing Progress]] |
- | *[[Select Routing Progress Window]] | + | ***[[Select Routing Progress Window]] |
- | *[[Routing Progress Window]] | + | ***[[Routing Progress Window]] |
- | *[[Viewing the Route Details]] | + | ***[[Viewing the Route Details]] |
- | *[[Wrapping Up Routes]] | + | **[[Wrapping Up Routes]] |
***[[Truck Return]] | ***[[Truck Return]] | ||
****[[Truck Return Window]] | ****[[Truck Return Window]] | ||
Line 445: | Line 462: | ||
****[[Truck Stop Details Window]] | ****[[Truck Stop Details Window]] | ||
****[[Redelivery Window]] | ****[[Redelivery Window]] | ||
- | + | **[[Follow Up Deliveries]] | |
- | + | ***[[Follow Up Deliveries Window]] | |
**[[Using Garmin GPS Devices for Delivery]] | **[[Using Garmin GPS Devices for Delivery]] | ||
- | |||
- | |||
- | |||
- | |||
- | |||
- | |||
**[[Delivery Reports]] | **[[Delivery Reports]] | ||
***[[Delivery Zone Report]] | ***[[Delivery Zone Report]] | ||
***[[Delivery Report]] | ***[[Delivery Report]] | ||
- | ***[[Reprint Route Report]] | + | ****[[Reprint Route Report]] |
- | ***[[Non Routed Orders Report]] | + | ****[[Non Routed Orders Report]] |
- | ***[[Both Routed and Non Routed Orders Report]] | + | ****[[Both Routed and Non Routed Orders Report]] |
- | ***[[Delivered Orders Report]] | + | ****[[Delivered Orders Report]] |
- | ***[[Delivery Report Window]] | + | ****[[Delivery Report Window]] |
***[[Delivery Trip Analysis Report]] | ***[[Delivery Trip Analysis Report]] | ||
***[[Delivery Problem Report]] | ***[[Delivery Problem Report]] | ||
Line 468: | Line 479: | ||
***[[Setting Up Wireless Delivery Confirmation]] | ***[[Setting Up Wireless Delivery Confirmation]] | ||
***[[Using Wireless Delivery Confirmation]] | ***[[Using Wireless Delivery Confirmation]] | ||
- | ***[[Downloading the Route Information to the Phone]] | + | ****[[Downloading the Route Information to the Phone]] |
- | ***[[Receiving Orders on the Phone/Marking Orders Delivered]] | + | ****[[Receiving Orders on the Phone/Marking Orders Delivered]] |
- | ***[[Completing a Route]] | + | *****[[Completing a Route from a Phone]] |
***[[Updating Your etrace Phone Software]] | ***[[Updating Your etrace Phone Software]] | ||
***[[GPS Upgrade]] | ***[[GPS Upgrade]] | ||
- | ***[[Tracking Phone Location (With No Orders Downloaded)]] | + | ****[[Tracking Phone Location (With No Orders Downloaded)]] |
***[[IVR]] | ***[[IVR]] | ||
****[[Setting Up IVR]] | ****[[Setting Up IVR]] | ||
****[[Activating IVR (Support Assisted)]] | ****[[Activating IVR (Support Assisted)]] | ||
****[[Completing Delivery Routes in Mercury Delivery for IVR]] | ****[[Completing Delivery Routes in Mercury Delivery for IVR]] | ||
- | ****[[Calling | + | ****[[Calling in to Receive Orders/Marking Orders Delivered]] |
****[[Completing a Route from the Phone]] | ****[[Completing a Route from the Phone]] | ||
==Mercury Marketing== | ==Mercury Marketing== | ||
*[[Mercury Marketing]] | *[[Mercury Marketing]] | ||
- | * | + | **[[Marketing Letters]] |
- | *[[Marketing Letters]] | + | **[[Marketing Categories]] |
- | * | + | **[[Mercury Marketing]] |
- | *[[ | + | ***[[Creating Direct Mail Marketing Campaigns]] |
- | * | + | ***[[Creating Other (Third-Party) Marketing Campaigns]] |
- | *[[ | + | ***[[Scheduling Campaigns]] |
- | * | + | ***[[Campaign Analysis]] |
- | * | + | ***[[Deleting Campaigns]] |
- | *[[ | + | ***[[Marketing Templates]] |
- | *[[Creating | + | ***[[Email Marketing Campaigns]] |
- | *[[ | + | ***[[Mercury Marketing Wizard]] |
- | *[[ | + | ****[[Mercury Marketing Wizard: Welcome Panel|Welcome Panel]] |
- | *[[ | + | ****[[Mercury Marketing Wizard: Create Campaign Panel|Create Campaign Panel]] |
- | *[[Marketing | + | ****[[Mercury Marketing Wizard: Select Target List Panel|Select Target List Panel]] |
- | *[[ | + | ****[[Mercury Marketing Wizard: Key Criteria Panel|Key Criteria Panel]] |
- | * | + | ****[[Mercury Marketing Wizard: Output Fields Panel|Output Fields Panel]] |
- | *[[Mercury Marketing | + | ****[[Mercury Marketing Wizard: Preview and Edit List Panel|Preview and Edit List Panel]] |
- | *[[ | + | ****[[Mercury Marketing Wizard: Save Campaign Panel|Save Campaign Panel]] |
- | *[[Marketing | + | ****[[Mercury Marketing Wizard: All Campaigns Window|All Campaigns Window]] |
- | *[[ | + | ****[[Mercury Marketing Wizard: Add New Referral Code Window|Add New Referral Code Window]] |
- | *[[ | + | ****[[Mercury Marketing Wizard: Campaign Analysis Window|Campaign Analysis Window]] |
- | *[[ | + | ****[[Mercury Marketing Wizard: All Criteria Window|All Criteria Window]] |
- | * | + | ****[[Mercury Marketing Wizard: Selected Criteria Window|Selected Criteria Window]] |
- | * | + | ****[[Mercury Marketing Wizard: Campaign Scheduler Window|Campaign Scheduler Window]] |
- | *[[ | + | |
- | * | + | ==FTD Mercury Mobile== |
- | *[[Campaign | + | *[[FTD Mercury Mobile]] |
- | *[[ | + | **[[Confirming Orders in FTD Mercury Mobile]] |
- | * | + | **[[Viewing Incoming Mercury Messages in FTD Mercury Mobile]] |
- | * | + | **[[Viewing Order Information in FTD Mercury Mobile]] |
- | *[[ | + | **[[Viewing Delivery Information in FTD Mercury Mobile]] |
- | * | + | **[[FTD Mercury Mobile Dashboard Messages#Viewing Dashboard Messages|Viewing Messages from Mercury Support and Education]] |
- | *[[ | + | **[[FTD Mercury Mobile Settings#Configuring FTD Mercury Mobile Settings|Configuring FTD Mercury Mobile Settings]] |
- | *[[ | + | **[[FTD Mercury Mobile Dashboard|Dashboard]] |
- | *[[ | + | **[[FTD Mercury Mobile Dashboard Messages|Dashboard Messages]] |
- | * | + | **[[FTD Mercury Mobile Delivery Snapshot|Delivery Snapshot]] |
- | * | + | **[[FTD Mercury Mobile Mark Order Delivered Screen|Delivery Confirmation]] |
- | *[[Mercury Marketing Wizard | + | **[[FTD Mercury Mobile Settings|Settings]] |
- | + | ||
- | *[[ | + | |
- | *[[ | + | |
- | *[[ | + | |
- | *[[ | + | |
- | *[[ | + | |
- | *[[ | + | |
- | *[[ | + | |
- | *[[ | + | |
- | *[[ | + | |
- | *[[ | + | |
- | *[[ | + | |
- | *[[ | + | |
==Wire Service Reconciliation== | ==Wire Service Reconciliation== | ||
*[[Wire Service Reconciliation]] | *[[Wire Service Reconciliation]] | ||
- | *[[Automatic Reconciliation]] | + | **[[Automatic Reconciliation]] |
- | *[[Manual Reconciliation]] | + | **[[Manual Reconciliation]] |
- | *[[Editing Previous Wire Reconciliation Batches]] | + | **[[Editing Previous Wire Reconciliation Batches]] |
==Accounts Receivable== | ==Accounts Receivable== | ||
*[[Accounts Receivable]] | *[[Accounts Receivable]] | ||
- | * | + | **[[Establishing House Accounts]] |
- | *[[Establishing House Accounts]] | + | **[[Receiving Payments on House Accounts]] |
- | *[[Receiving Payments on House Accounts]] | + | ***[[Receive Customer Payment on Account Window]] |
- | * | + | ***[[Allocating Previous Payments]] |
- | * | + | ***[[Canceling Payments]] |
- | *[[Receive Customer Payment | + | **[[Statements]] |
- | *[[Allocating Previous Payments]] | + | ***[[Generating Statements]] |
- | *[[Canceling Payments]] | + | ***[[Searching for Statements]] |
- | *[[Statements]] | + | ***[[Selecting the Preferred Billing Method for a Customer (Email, Fax, and/or Printed Statement)]] |
- | *[[ | + | ***[[Collecting Email/Fax Information]] |
- | *[[ | + | ***[[Re-Printing/Re-Faxing/Re-Emailing Statements]] |
- | *[[Selecting the Preferred Billing Method for a | + | ***[[Validating that Statements Were Emailed or Faxed]] |
- | *[[ | + | ***[[Generating Invoices]] |
- | *[[ | + | ***[[Performing Invoice Billing]] |
- | *[[ | + | ****[[Invoice Billing Window]] |
- | *[[ | + | ***[[Deleting Finance Charges]] |
- | *[[ | + | ***[[Renaming Billing Cycles]] |
- | *[[ | + | ***[[Generate Statements Window]] |
- | *[[ | + | ***[[Output Statements Window]] |
- | *[[ | + | **[[Deleting Finance Charges]] |
- | *[[ | + | ***[[Finance Charges Window]] |
- | *[[ | + | **[[Searching for Statements]] |
- | *[[ | + | ***[[Statement Search Window]] |
- | *[[ | + | ***[[View Statements Window]] |
- | *[[Searching for Statements]] | + | **[[Credit and Debit Memos]] |
- | *[[Statement Search Window]] | + | ***[[Credit/Debit Memo Window]] |
- | *[[View Statements Window]] | + | ***[[Order Entry Item Window]] |
- | *[[Credit and Debit Memos]] | + | |
- | *[[Credit/Debit Memo Window]] | + | |
- | * | + | |
- | * | + | |
- | *[[Order Entry Item Window]] | + | |
==Business Reports== | ==Business Reports== | ||
Line 615: | Line 608: | ||
==Fax and Email== | ==Fax and Email== | ||
- | *[[Fax | + | *[[Fax & Email]] |
- | *[[Fax & Email Monitor | + | **[[Fax & Email Monitor]] |
- | * | + | **[[Logging into the Fax & Email Monitor Application]] |
- | + | **[[Manually Deleting Email Messages and Faxes]] | |
- | + | **[[Resending a Fax]] | |
- | *[[Logging | + | **[[Resending an Email Message]] |
- | *[[Manually Deleting Email Messages and Faxes]] | + | **[[Rescheduling Jobs]] |
- | *[[Resending a Fax]] | + | |
- | *[[Resending an Email Message]] | + | |
- | *[[Rescheduling Jobs]] | + | |
==FTD Document Center== | ==FTD Document Center== | ||
Line 701: | Line 691: | ||
**[[Your Message Window]] | **[[Your Message Window]] | ||
**[[Setting the Weather Gadget Location]] | **[[Setting the Weather Gadget Location]] | ||
- | **[[Weather Location Window]] | + | ***[[Weather Location Window]] |
**[[Specifying the Web Address for My Link to Open]] | **[[Specifying the Web Address for My Link to Open]] | ||
- | **[[My Link Window]] | + | ***[[My Link Window]] |
**[[Configuring the Unattached Mercury Message Alert Threshold]] | **[[Configuring the Unattached Mercury Message Alert Threshold]] | ||
**[[About Dashboard Window]] | **[[About Dashboard Window]] | ||
Line 728: | Line 718: | ||
==Credit Card Authorization Codes== | ==Credit Card Authorization Codes== | ||
*[[Credit Card Authorization Codes]] | *[[Credit Card Authorization Codes]] | ||
+ | *[[Address Verification Response Codes]] | ||
==State and Province Abbreviations== | ==State and Province Abbreviations== | ||
Line 741: | Line 732: | ||
*[[Pausing Downloads]] | *[[Pausing Downloads]] | ||
*[[Scheduling Installations and Downloads]] | *[[Scheduling Installations and Downloads]] | ||
+ | |||
+ | |||
+ | <hr> | ||
+ | [[FTD Mercury Documentation|Back to FTD Mercury Documentation]] |
Current revision
FTD Mercury Overview
Basic Operations
- Basic Operations
- FTDStartup and FTDShutdown
- Logging in to FTD Mercury
- System Login Window
- Connection Error Window
- Setting the Date and Time
- FTD Mercury Main Menu
- Exiting FTD Mercury
- Address Check Window
- Note Entry Window
- Setting Up Your Printers
- Checking Your Windows Default Printer
- Setting Up Your Reports Printer
- Setting Up Your Mercury Message Printer
- Receipt Printer Settings Window
- Printer Form Settings Window
- Setting Up Your Printers and Form Selections
- Connecting to Network Printers
- Receiving Orders and Messages
- Printing French Forms and Receipts
- Printing the Task List Report
- Setting Up Your Employees and Passwords
- Backing Up Your Data
- Daily/Weekly/Monthly Checklists
- Configuring Your System
- FTD Mercury Configuration Window
- Turning on and Using Address Verification Override
- Audit Trail Window
- Software License Window
- About Window
- Video Chat
The Mercury Network
Mercury Messages
- Mercury Messages
- Searching for Mercury Messages
- Message Center
- Working with Message Center
- Attaching Incoming Orders
- Handling Messages that Require Attention
- Dealing with Incoming Reject Messages
- Opening Orders Related to Messages
- Creating New Mercury Messages
- Responding to Mercury Messages
- Responding to Incoming Messages
- Responding to Outgoing Orders
- Requesting a Price Change
- Acknowledging Messages
- Rejecting Incoming Orders
- Deleting Messages from Message Center
- Recording Phoned-In Orders
- Mercury Order Message
- Message Responses
- Adjustment Report Message
- Ask Message
- Answer Message
- Cancellation Message
- Confirmation Message
- Delivery Confirmation Message
- Deny Message
- General Message
- REC Message List
- Reject Message
- Retrieval Message
- Suspend and Resume Messages
- Order Detail View Window
- Message Locate Error Window
Florist Directory & Search
- FTD Florist Link
- Searching for a Florist
- Searching for a Facility
- Searching for a Florist Who Serves a Facility
- Setting the Preferred Status for a Florist
- Working with Florist Notes
- How Search Results are Organized in FTD Florist Link
- Florist Link Map Icons
- Florist Badges
- Florist Search Main Window
- Facility Search Main Window
- Preferred Status Window
- Florist Listing Hover
- Florist Detail Window
- Florist Notes Window
- FTD Florist Link Administration
- Maintaining Your Service Area in FTD Florist Link Administration
- Maintaining Your Directory Ad in FTD Florist Link Administration
- Maintaining Your Products in FTD Florist Link Administration
- Maintaining Your Florist Link Marketing Options in FTD Florist Link Administration
- Maintaining Your Facilities in FTD Florist Link Administration
- Maintaining Your Holiday Capacity in FTD Florist Link Administration
- Changing Your Fees in FTD Florist Link Administration
- Viewing Request History in FTD Florist Link Administration
- Logging in to FTD Florist Link Administration
- Changing Your FTD Florist Link Administration Password
- Dealing with a Forgotten Password in FTD Florist Link Administration
- Logging out of FTD Florist Link Administration
- Requesting a Special Listing in FTD Florist Link Administration
- Viewing an Existing Special Listing in FTD Florist Link Administration
- Requesting to Become a Featured Florist in Florist Link
- Changing Your Featured Florist Pin in FTD Florist Link Administration
- About FTD Florist Link Page
- Maintain Service Area Page
- Submit Directory Ad Change Request Page
- Maintain Florist Link Marketing Page
- Maintain Products Page
- Maintain Facilities Page
- Maintain Holiday Capacity Page
- History Page
- New Facility Request Window
- Update Facility Request Window
- Preferred Counts Window
- FTD Directory Pricing
Managing Employees
- Managing Employees
- Adding Employees
- Editing Existing Employee Information
- Requiring Employee Names in Order Entry and Point of Sale
- Changing Employee Passwords
- Terminating an Employee in Your System
- Handling Employee Payroll
- Tracking Employee Time
- Employee Types
- Printing the Employee List
- Employee History Information Window
- Job Functions
- Employee Security
- Searching for Employees
- Employee Reports
Customer Management
- Customer Management
- Customer Detail Information Window
- Adding New Customers
- Configuring Email Settings for Customers
- Setting Up House Accounts
- Preventing Charges on House Accounts
- Viewing Customer Statistics
- Searching for Customers
- Maintaining Credit Card Information
- Maintaining Customer Contacts
- Viewing Order History for a Customer
- Standing Orders
- Printing a List of Standing Order Templates
- Creating Standing Order Templates
- Editing Existing Standing Order Templates
- Deleting Upcoming Orders to be Generated by a Standing Order Template
- Removing All Upcoming Orders Based on a Standing Order Template
- Deleting Existing Standing Order Templates
- Standing Order Scheduler Window
- Using House Accounts for Weddings
- Customer Merge
- Customer Purge
- Customer Credit Card Window
- Customer Account Balance Detail Window
- Customer Account Balance Detail Report
Product Maintenance
- Product Maintenance
- Wire Service Product Code List Window
Working with Orders
- Working with Orders
- Point of Sale vs. Order Entry
- Order Entry Window
- Point of Sale Window
- Navigating the Order Entry and Point of Sale Windows
- Entering Orders
- Attaching Incoming Orders
- Filing Incomplete Orders
- C.O.D. Orders
- Editing Existing Orders
- Editing an Order from History
- Canceling Orders
- Taking Order Payments
- Transferring Orders to Other Stores
- Using Abbreviation Codes in Orders
- Caller ID and Orders
- Gift Cards
- Tickets
- Ticket Search Window
- Searching for Tickets
- Printing Ticket Search Results
- Printing Invoices from Ticket Search
- Opening Orders from Ticket Search
- Copying Existing Tickets and Sales
- Working with Tickets in Order Entry and Point of Sale
- Copying Tickets in Order Entry and Point of Sale
- Removing Individual Tickets from Sales
- Handling Funerals with the Funeral Log
- Working with Recipient Pictures
- Standing Orders
- Order Entry Invoices
- Delivery Confirmation
- Processing Refunds & Exchanges
- Order Life Cycle
- Using Bar Codes
- One-Off Printing
- Printing Invoices to Remote Locations
- Faxing and Emailing Invoices
- Order Entry Invoices
- Ticket Status Window
- Map It Window
- Card Messages and Font Sizes
- Sending a Card to Multiple Recipients
- Cancel Confirmation Window
- Email Output Window
Automatic Order Processing
- Automatic Order Processing
- Outgoing Order Handling by Automatic Order Processing
- Credit Card Payments and Automatic Order Processing
- Potential Issues that Prevent Automatic Order Processing
- Automatic Order Processing Screen
- Configuring Automatic Order Processing
- Searching for Automatically Processed Orders
- Automatic Order Processing and the System Employee
- Automatic Order Processing and Other Wire Services
- Disabling Automatic Order Processing
Managing Point of Sale Sessions
- Managing Point of Sale Sessions
- Setting Up the Cash Drawer
- Setting Up Paid Out/In Types
- Managing the Cash Drawer
- Setting the Opening Balance
- Processing a No Sale Transaction
- Processing a Paid Out or Paid In Transaction
- Z-Out Transactions
- X-Out Transactions
- Point of Sale History
- POS Session Detail Window
- POS Manual Entry Window
- POS Registration Window
- Reprinting Receipts
Event Planner
- Event Planner
- Creating a New Event
- Searching for Existing Events
- Searching for Products
- Searching for Abbreviation Codes
- Editing an Existing Event
- Creating an Event Location
- Editing an Existing Event Location
- Adding Products to an Event
- Copying Events
- Deleting Events
- Viewing Proposals
- Viewing Proposal Status
- Generating Proposals
- Accepting Proposals
- Rejecting Proposals
- Converting Proposals into Orders
- Creating Cover Letters
- Launching and Logging into Event Planner
- Configuring the Event Planner Default Settings
- Working with Rental Equipment
- Printing Labels
- Viewing Event Life Cycle Details
- House Accounts and Event Planner
- Logging out of Event Planner
- Abbreviation Code Lookup Screen
- Accept Proposal Screen
- Ceremony Screen
- Cover Letters Screen
- Customer Search Screen
- Default Settings Screen
- Event Dashboard
- Event Setup Screen
- Locations Screen
- Login Screen
- Party or Other Screen
- Personal Flowers Screen
- Print Labels Screen
- Product Search Screen
- Proposal Screen
- Reception Screen
- Send Proposal Screen
Design Center
- Design Center
- Opening Design Center
- Assigning Products to Designers
- Optimizing Workflows Using Bar Code Scanners
- Analyzing Designer Workloads
- Marking Products Designed
- Viewing Product Pictures and Recipes
- Attaching Design Pictures to Tickets
- Printing Invoices from Design Center
- Design Center Window
- Designer Analysis Window
Processing and Settling Credit Cards
- Processing and Settling Credit Cards
- Processing Credit Cards
- Changing the Price for a Credit Card Prior to Settlement
- Voice Authorizing Credit Cards
- Searching for Credit Card Transactions
- Credit Card Search Window
- Viewing Credit Card Transactions from the Credit Card Search Window
- Resending Credit Card Transactions from the Credit Card Search Window
- Voice Authorizing Credit Card Transactions from the Credit Card Search Window
- Deleting Unapproved Credit Card Transactions from the Credit Card Search Window
- Credit Card Settlement
- Handling Unsettled Credit Card Authorizations
- View Settlement Totals Window
Mercury Delivery
- Mercury Delivery
- Address Verification
- Mapping and Routing Using Mercury Delivery
- Delivery Zones
- Creating Delivery Routes
- Create Routes Window
- Complete Route Window
- Changing the Route Name or Origin
- Rename Route Window
- Route Origin Window
- Optimizing Routes
- Changing the Delivery Zone for an Order
- Viewing Order Details (Products)
- Adding Additional Orders to the Route
- Adding Non-Order Stops to the Route
- Linking and Unlinking Orders
- Removing Orders from the Route
- Editing Saved (Incomplete) Routes
- Modifying Delivery Routes
- Viewing Routing Progress
- Wrapping Up Routes
- Follow Up Deliveries
- Using Garmin GPS Devices for Delivery
- Delivery Reports
- Downloading Free Construction Updates
- Wireless Delivery Confirmation
Mercury Marketing
- Mercury Marketing
FTD Mercury Mobile
- FTD Mercury Mobile
- Confirming Orders in FTD Mercury Mobile
- Viewing Incoming Mercury Messages in FTD Mercury Mobile
- Viewing Order Information in FTD Mercury Mobile
- Viewing Delivery Information in FTD Mercury Mobile
- Viewing Messages from Mercury Support and Education
- Configuring FTD Mercury Mobile Settings
- Dashboard
- Dashboard Messages
- Delivery Snapshot
- Delivery Confirmation
- Settings
Wire Service Reconciliation
Accounts Receivable
- Accounts Receivable
- Establishing House Accounts
- Receiving Payments on House Accounts
- Statements
- Generating Statements
- Searching for Statements
- Selecting the Preferred Billing Method for a Customer (Email, Fax, and/or Printed Statement)
- Collecting Email/Fax Information
- Re-Printing/Re-Faxing/Re-Emailing Statements
- Validating that Statements Were Emailed or Faxed
- Generating Invoices
- Performing Invoice Billing
- Deleting Finance Charges
- Renaming Billing Cycles
- Generate Statements Window
- Output Statements Window
- Deleting Finance Charges
- Searching for Statements
- Credit and Debit Memos
Business Reports
- Business Reports
- Abbreviated Customer Master List with Balance Report
- Abbreviated Customer Master List with Days Late Report
- Aged Analysis Reports
- Business Snapshot Report
- Credit Card Settlement History Report
- Customer Account Payment Report
- Customer Master List
- Employee Analysis Report
- Life Cycle Report
- Employee Sales Report
- Message Report
- Payment Type Totals Report
- Product Comparison Report
- Product Sales Reports
- Reciprocity Report
- Report of Orders Filled
- Sales by Referral Code Report
- Sales Summary Report
- Sales Tax Report
- Standing Order Log Detail Report
- Standing Order Log Summary Report
- Tax Exempt Customer Report
- Ticket Report
- Wire Reconciliation Report
- Wire Service Incoming/Outgoing Report
Mercury Accounting and QuickBooks Integration
Fax and Email
FTD Document Center
Mercury Administration
- Mercury Administration
Dashboard
Multi-Store Capabilities
- Multi-Store Capabilities
- Adding New Stores to Multi-Store Environments
- Employees in Multi-Store Environments
- Customers in Multi-Store Environments
- Statements in Multi-Store Environments
- Order Entry/Point of Sale in Multi-Store Environments
- Ticket Search in Multi-Store Environments
- Product Codes and Product Search in Multi-Store Environments
- Wire Service Reconciliation in Multi-Store Environments
- Reports in Multi-Store Environments
- Remote Location Printing in Multi-Store Environments
Web Order Interface
- Web Order Interface
- How Messages are Retrieved from Your Email Account
- Processing Web Orders in FTD Mercury
- Web Order Interface Web Site Requirements
Credit Card Authorization Codes
State and Province Abbreviations
Debit Cards
Automatic Software Updates
- Automatic Software Updates
- Automatic Software Updates Window
- Checking for Updates
- Pausing Downloads
- Scheduling Installations and Downloads