FTD Mercury X3 & X3 Fall Reference Guide Table of Contents
From FloristWiki
(Difference between revisions)
(→Customer Management) |
(→Florist Directory & Search) |
||
(55 intermediate revisions not shown.) | |||
Line 1: | Line 1: | ||
{{TOCright}} | {{TOCright}} | ||
- | |||
==FTD Mercury Overview== | ==FTD Mercury Overview== | ||
*[[FTD Mercury Overview]] | *[[FTD Mercury Overview]] | ||
Line 31: | Line 30: | ||
**[[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 58: | Line 58: | ||
***[[Rejecting Incoming Orders]] | ***[[Rejecting Incoming Orders]] | ||
***[[Deleting Messages from Message Center]] | ***[[Deleting Messages from Message Center]] | ||
+ | **[[Recording Phoned-In Orders]] | ||
***[[Printing Messages]] | ***[[Printing Messages]] | ||
**[[Mercury Order Message]] | **[[Mercury Order Message]] | ||
- | *[[ | + | **[[Message Responses]] |
- | *[[Message | + | ***[[Message Response Window]] |
- | *[[Message | + | **[[Adjustment Report Message]] |
**[[Ask Message]] | **[[Ask Message]] | ||
**[[Answer Message]] | **[[Answer Message]] | ||
**[[Cancellation Message]] | **[[Cancellation Message]] | ||
**[[Confirmation Message]] | **[[Confirmation Message]] | ||
- | **[[Delivery Confirmation Message | + | **[[Delivery Confirmation Message]] |
- | + | ||
- | + | ||
- | + | ||
**[[Deny Message]] | **[[Deny Message]] | ||
- | **[[Forward Message | + | ***[[Forward Message]] |
- | + | ||
- | + | ||
**[[General Message]] | **[[General Message]] | ||
- | **[[ | + | **[[REC Message List]] |
- | **[[ | + | **[[Reject Message]] |
- | **[[ | + | **[[Retrieval Message]] |
+ | **[[Suspend and Resume Messages]] | ||
***[[Suspend Message]] | ***[[Suspend Message]] | ||
***[[Resume Message]] | ***[[Resume Message]] | ||
- | |||
**[[Order Detail View Window]] | **[[Order Detail View Window]] | ||
**[[Message Locate Error Window]] | **[[Message Locate Error Window]] | ||
==Florist Directory & Search== | ==Florist Directory & Search== | ||
- | *[[FTD Florist Link|Florist | + | *[[FTD Florist Link|FTD Florist Link]] |
**[[Searching for a Florist]] | **[[Searching for a Florist]] | ||
- | + | **[[Searching for a Facility]] | |
**[[Searching for a Florist Who Serves a Facility]] | **[[Searching for a Florist Who Serves a Facility]] | ||
- | |||
- | |||
- | |||
- | |||
- | |||
**[[Setting the Preferred Status for a Florist]] | **[[Setting the Preferred Status for a Florist]] | ||
- | ***[[ | + | **[[Working with Florist Notes]] |
- | **[[ | + | **[[How Search Results are Organized in FTD Florist Link]] |
- | ***[[Facility Search Main Window]] | + | **[[Florist Link Map Icons]] |
- | ***[[Florist | + | **[[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== | ||
Line 140: | Line 165: | ||
**[[Configuring Email Settings for Customers]] | **[[Configuring Email Settings for Customers]] | ||
**[[Setting Up House Accounts]] | **[[Setting Up House Accounts]] | ||
+ | **[[Preventing Charges on House Accounts]] | ||
**[[Viewing Customer Statistics]] | **[[Viewing Customer Statistics]] | ||
**[[Searching for Customers]] | **[[Searching for Customers]] | ||
Line 160: | Line 186: | ||
**[[Customer Purge]] | **[[Customer Purge]] | ||
***[[Purge Customers Window]] | ***[[Purge Customers Window]] | ||
- | + | **[[Customer Credit Card Window]] | |
- | + | **[[Customer Account Balance Detail Window]] | |
- | + | **[[Customer Account Balance Detail Report]] | |
- | + | ||
- | *[[Customer | + | |
- | *[[Customer Account Balance Detail | + | |
- | + | ||
- | * | + | |
- | *[[Customer Account | + | |
- | + | ||
- | + | ||
==Product Maintenance== | ==Product Maintenance== | ||
Line 207: | Line 225: | ||
***[[Entering Orders for Local Delivery]] | ***[[Entering Orders for Local Delivery]] | ||
***[[Entering Wire Out Orders]] | ***[[Entering Wire Out Orders]] | ||
+ | ***[[Entering Phoned-Out Orders]] | ||
+ | **[[Attaching Incoming Orders]] | ||
+ | ***[[Entering Phoned-In Orders]] | ||
***[[Creating a Wire Out Order from an Incoming Florists Online or Flowers All Hours Order]] | ***[[Creating a Wire Out Order from an Incoming Florists Online or Flowers All Hours Order]] | ||
- | + | **[[Filing Incomplete Orders]] | |
- | ***[[ | + | **[[C.O.D. Orders]] |
- | ***[[ | + | **[[Editing Existing Orders]] |
- | ***[[ | + | **[[Editing an Order from History]] |
- | ***[[ | + | **[[Canceling Orders]] |
- | ***[[ | + | ***[[Cancel or Void Order Window]] |
- | ***[[ | + | **[[Taking Order Payments]] |
- | ***[[Canceling Orders]] | + | ***[[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]] | ||
+ | ***[[Canceling or Refunding Orders Paid for with Gift Cards]] | ||
+ | ***[[Copying an Order with a Gift Card Payment]] | ||
+ | ***[[Issuing Store Credit with Gift Cards]] | ||
+ | ***[[Gift Card Reporting]] | ||
+ | ***[[Gift Card Activity Window]] | ||
+ | **[[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]] | **[[Handling Funerals with the Funeral Log]] | ||
***[[Funeral Log Window]] | ***[[Funeral Log Window]] | ||
Line 232: | Line 270: | ||
***[[Removing Funerals]] | ***[[Removing Funerals]] | ||
**[[Working with Recipient Pictures]] | **[[Working with Recipient Pictures]] | ||
- | **[[Order | + | ***[[Picture Center Window]] |
- | **[[Delivery Confirmation | + | ***[[Output Options Window (Pictures)]] |
+ | **[[Standing Orders]] | ||
+ | ***[[Creating Standing Order Templates]] | ||
+ | ***[[Editing Existing Standing Order Templates]] | ||
+ | ***[[Deleting 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]] | ||
+ | ***[[Printing a List of Standing Order Templates]] | ||
+ | **[[Order Entry Invoices]] | ||
+ | ***[[Printing Invoices to Remote Locations]] | ||
+ | ***[[Faxing and Emailing Invoices]] | ||
+ | ***[[Output Options Window]] | ||
+ | **[[Delivery Confirmation]] | ||
**[[Processing Refunds & Exchanges]] | **[[Processing Refunds & Exchanges]] | ||
***[[Refund Window]] | ***[[Refund Window]] | ||
**[[Order Life Cycle]] | **[[Order Life Cycle]] | ||
- | |||
- | |||
- | |||
- | |||
- | |||
- | |||
- | |||
- | |||
- | |||
- | |||
- | |||
- | |||
- | |||
**[[Using Bar Codes]] | **[[Using Bar Codes]] | ||
- | *[[One-Off Printing]] | + | **[[One-Off Printing]] |
- | * | + | **[[Printing Invoices to Remote Locations]] |
- | + | **[[Faxing and Emailing Invoices]] | |
- | + | **[[Order Entry Invoices]] | |
- | *[[Printing Invoices to Remote Locations]] | + | **[[Ticket Status Window]] |
- | *[[Faxing and Emailing Invoices]] | + | **[[Map It Window]] |
- | *[[Order Entry Invoices]] | + | **[[Card Messages and Font Sizes]] |
- | + | **[[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]] |
- | *[[ | + | |
- | * | + | |
- | *[[ | + | |
- | + | ||
- | * | + | |
- | *[[ | + | |
- | + | ||
- | * | + | |
- | * | + | |
- | *[[ | + | |
- | + | ||
- | + | ||
- | *[[ | + | |
- | * | + | |
- | + | ||
- | *[[Output | + | |
- | * | + | |
- | * | + | |
- | *[[ | + | |
- | + | ||
- | + | ||
- | + | ||
- | + | ||
- | + | ||
- | + | ||
- | + | ||
- | + | ||
- | + | ||
- | + | ||
- | + | ||
- | * | + | |
- | * | + | |
- | *[[ | + | |
- | + | ||
- | + | ||
- | + | ||
- | + | ||
- | + | ||
- | + | ||
- | + | ||
- | * | + | |
- | * | + | |
- | + | ||
- | *[[Delivery | + | |
- | + | ||
- | + | ||
- | + | ||
- | + | ||
==Automatic Order Processing== | ==Automatic Order Processing== | ||
Line 331: | Line 320: | ||
==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]] | + | **[[Managing the Cash Drawer]] |
- | *[[Setting the Opening Balance]] | + | **[[Setting the Opening Balance]] |
- | *[[Opening Balance Window]] | + | ***[[Opening Balance Window]] |
- | *[[Processing a No Sale Transaction]] | + | **[[Processing a No Sale Transaction]] |
- | *[[No Sale Window]] | + | ***[[No Sale Window]] |
- | *[[Processing a Paid Out or Paid In Transaction]] | + | **[[Processing a Paid Out or Paid In Transaction]] |
- | *[[Paid Out/In Window]] | + | ***[[Paid Out/In Window]] |
- | *[[Z-Out Transactions]] | + | **[[Z-Out Transactions]] |
- | *[[Processing a Z-Out Transaction]] | + | ***[[Processing a Z-Out Transaction]] |
- | *[[Z-Out Window]] | + | ***[[Z-Out Window]] |
- | *[[Money Counter Window]] | + | ***[[Money Counter Window]] |
- | *[[X-Out Transactions]] | + | **[[X-Out Transactions]] |
- | *[[Point of Sale History]] | + | **[[Point of Sale History]] |
- | *[[POS Session History Window]] | + | ***[[POS Session History Window]] |
- | *[[POS Session Detail Window]] | + | **[[POS Session Detail Window]] |
- | *[[POS Manual Entry Window]] | + | **[[POS Manual Entry Window]] |
- | *[[POS Registration Window]] | + | **[[POS Registration Window]] |
- | *[[Reprinting Receipts]] | + | **[[Reprinting Receipts]] |
+ | |||
+ | ==Event Planner== | ||
+ | *[[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== | ||
Line 367: | Line 400: | ||
==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 390: | 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 429: | 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 452: | 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]] | ||
Line 491: | Line 518: | ||
****[[Mercury Marketing Wizard: Selected Criteria Window|Selected Criteria Window]] | ****[[Mercury Marketing Wizard: Selected Criteria Window|Selected Criteria Window]] | ||
****[[Mercury Marketing Wizard: Campaign Scheduler Window|Campaign Scheduler Window]] | ****[[Mercury Marketing Wizard: Campaign Scheduler Window|Campaign Scheduler Window]] | ||
+ | |||
+ | ==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]] | ||
+ | **[[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]] | ||
+ | **[[FTD Mercury Mobile Settings|Settings]] | ||
==Wire Service Reconciliation== | ==Wire Service Reconciliation== | ||
Line 500: | Line 541: | ||
==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]] | + | ***[[Receive Customer Payment on Account Window]] |
- | **[[Allocating Previous Payments]] | + | ***[[Allocating Previous Payments]] |
- | **[[Canceling Payments]] | + | ***[[Canceling Payments]] |
**[[Statements]] | **[[Statements]] | ||
***[[Generating Statements]] | ***[[Generating Statements]] | ||
***[[Searching for 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]] | ***[[Generating Invoices]] | ||
***[[Performing Invoice Billing]] | ***[[Performing Invoice Billing]] | ||
+ | ****[[Invoice Billing Window]] | ||
***[[Deleting Finance Charges]] | ***[[Deleting Finance Charges]] | ||
***[[Renaming Billing Cycles]] | ***[[Renaming Billing Cycles]] | ||
- | ** | + | ***[[Generate Statements Window]] |
- | + | ***[[Output Statements Window]] | |
- | + | **[[Deleting Finance Charges]] | |
- | *[[Generate Statements Window]] | + | ***[[Finance Charges Window]] |
- | *[[Output Statements Window]] | + | **[[Searching for Statements]] |
- | *[[Deleting Finance Charges]] | + | ***[[Statement Search Window]] |
- | * | + | ***[[View Statements Window]] |
- | * | + | **[[Credit and Debit Memos]] |
- | *[[ | + | ***[[Credit/Debit Memo Window]] |
- | * | + | ***[[Order Entry Item Window]] |
- | + | ||
- | *[[Searching for Statements]] | + | |
- | *[[Statement Search Window]] | + | |
- | *[[View Statements Window]] | + | |
- | *[[Credit and Debit Memos]] | + | |
- | *[[Credit/Debit Memo Window]] | + | |
- | *[[Order Entry Item Window]] | + | |
==Business Reports== | ==Business Reports== | ||
Line 653: | 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 680: | 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 693: | 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