Design Center Window Areas
From FloristWiki
(→Search Parameters Area) |
(→Buttons) |
||
(5 intermediate revisions not shown.) | |||
Line 10: | Line 10: | ||
{| style="border:1px black solid; border-collapse:collapse; text-align:left;" cellpadding="6" | {| style="border:1px black solid; border-collapse:collapse; text-align:left;" cellpadding="6" | ||
|- | |- | ||
- | !style="width:100pt; background:#2B90DC; color:white; border-spacing:0px;" | ''' | + | !style="width:100pt; background:#2B90DC; color:white; border-spacing:0px;" | '''Parameter''' |
!style="width:400pt; background:#2B90DC; color:white" | '''Description''' | !style="width:400pt; background:#2B90DC; color:white" | '''Description''' | ||
|-valign="top" | |-valign="top" | ||
- | ! | + | ! Store Name |
- | | | + | | Select the store to view the products for the store, or if you are a multi-store business, you can select All Stores to search all stores. |
|-valign="top" | |-valign="top" | ||
- | ! | + | ! Delivery Date |
- | | | + | | Select the delivery date for orders. By default, the delivery date is the current date. |
|-valign="top" | |-valign="top" | ||
- | ! | + | ! Designer |
- | | | + | | Check Designer and select a name from the drop-down list to search for products assigned to a specific employee, or select All in the drop-down list to display products for all employees. When Show All Employees is checked, the drop-down list will contain the names of all employees. Designers are a subset of your employees who are assigned the Job Category of Designer in Mercury Administration. To limit the Designer search to employees designated as designers, uncheck Show All Employees. |
- | your | + | |
|-valign="top" | |-valign="top" | ||
- | ! | + | ! Order # |
- | | | + | | Enter the order number, if you want to restrict the results to a specific order. To restrict the results to an individual ticket, enter the order number followed by a slash and the ticket number, for example, 000515/1. You can also use a bar code scanner, if available, to populate the order number field by scanning the bar code on the invoice. |
|-valign="top" | |-valign="top" | ||
- | ! | + | ! Assigned |
- | | | + | | Check this option to display products that are assigned and which meet other search criteria, such as store and delivery date. |
|-valign="top" | |-valign="top" | ||
- | ! | + | ! Not Assigned |
- | | | + | | Check this option to display products that are not assigned and which meet other search criteria, such as store and delivery date. |
- | + | ||
|-valign="top" | |-valign="top" | ||
- | ! | + | ! Designed |
- | | | + | | Check this option to display products that have been marked as designed and which meet other search criteria, such as store and delivery date. |
|-valign="top" | |-valign="top" | ||
- | ! | + | ! Not Designed |
- | | | + | | Check this option to display products that have not been marked as designed and which meet other search criteria, such as store and delivery date. |
- | + | ||
|} | |} | ||
Line 50: | Line 47: | ||
The results list contains the following information for each product: | The results list contains the following information for each product: | ||
+ | |||
+ | {| style="border:1px black solid; border-collapse:collapse; text-align:left;" cellpadding="6" | ||
+ | |- | ||
+ | !style="width:100pt; background:#2B90DC; color:white; border-spacing:0px;" | '''Parameter''' | ||
+ | !style="width:400pt; background:#2B90DC; color:white" | '''Description''' | ||
+ | |-valign="top" | ||
+ | ! Sale | ||
+ | | The order and ticket number associated with this item. | ||
+ | |-valign="top" | ||
+ | ! Priority | ||
+ | | The priority code for the order. | ||
+ | |-valign="top" | ||
+ | ! Zone | ||
+ | | The zone for the order. | ||
+ | |-valign="top" | ||
+ | ! Recipient | ||
+ | | The order recipient. | ||
+ | |-valign="top" | ||
+ | ! Qty | ||
+ | | The number of this product to be designed.<br><br>Tip: Pay special attention to the Qty column. Quantity indicates how many of a product are to be produced for a ticket. | ||
+ | |-valign="top" | ||
+ | ! Product Code | ||
+ | | The product code for this item. The small icon next to the product code opens the Product Entry window for this product, allowing you to view product pictures and recipes. | ||
+ | |-valign="top" | ||
+ | ! Product Name | ||
+ | | The product name. | ||
+ | |-valign="top" | ||
+ | ! Total | ||
+ | | The total dollar value of the product to be designed. If the quantity is more than 1, the total reflects the product cost multiplied by the quantity. | ||
+ | |-valign="top" | ||
+ | ! Designer | ||
+ | | If a designer has not been assigned to this order, this column will be blank. You can assign a designer by clicking in this column and selecting the name of the designer from the drop-down list. The list of employees in the drop-down list is based on the Show All Employees checkbox. If Show All Employees is checked, all employees will appear in the drop-down list. If not checked, only designers will appear. | ||
+ | |-valign="top" | ||
+ | ! Status | ||
+ | | If this order has yet to be designed, this column is blank. If the order has been designed, this column will be Designed. | ||
+ | |||
+ | You can mark the item Designed by selecting Designed from this column. If there are multiple items in the ticket, you can select Mark Order Designed to mark all items assigned to the same designer in the ticket as designed. | ||
+ | |} | ||
==Search Totals== | ==Search Totals== | ||
Line 58: | Line 93: | ||
The Design Center window allows you to perform the following actions. | The Design Center window allows you to perform the following actions. | ||
+ | |||
+ | {| style="border:1px black solid; border-collapse:collapse; text-align:left;" cellpadding="6" | ||
+ | |- | ||
+ | !style="width:100pt; background:#2B90DC; color:white; border-spacing:0px;" | '''Button''' | ||
+ | !style="width:400pt; background:#2B90DC; color:white" | '''Action''' | ||
+ | |-valign="top" | ||
+ | ! Pictures | ||
+ | | Highlight a row in the results list and click Pictures to open the Picture Center window where you can take, attach, or remove a design picture. | ||
+ | |-valign="top" | ||
+ | ! Design Analysis | ||
+ | | Enter store and delivery date parameters, then click Design Analysis (ALT+A) to get a snapshot of the number of not assigned products and designers’ workloads for your store(s) and selected delivery date. | ||
+ | |-valign="top" | ||
+ | ! Mark All Orders Designed | ||
+ | | Using search parameters, such as Designer, Delivery Date, and Assigned, display a list of products in the results list, then click Mark All Orders Designed (ALT+M) to change their status to designed. | ||
+ | |-valign="top" | ||
+ | ! Print List | ||
+ | | Click Print List (ALT+P) to print the Ticket List. | ||
+ | |-valign="top" | ||
+ | ! Output Invoice | ||
+ | | Highlight a row in the results list and click Output Invoice (ALT+O) to print the desired form. | ||
+ | |-valign="top" | ||
+ | ! Close | ||
+ | | Closes the Design Center window. | ||
+ | |} | ||
Back to [[Design Center]] | Back to [[Design Center]] |
Current revision
|
The Design Center window contains the following areas:
Search Parameters Area
Using the Design Center window, you can search for orders for a store and delivery date, by order number, designer, or the design status of the order item (assigned, not assigned, designed, not designed). When you have finished selecting search parameters, click Search (ALT+S) to list orders that meet the search criteria. The Search Parameters area contains the following parameters:
Parameter | Description |
---|---|
Store Name | Select the store to view the products for the store, or if you are a multi-store business, you can select All Stores to search all stores. |
Delivery Date | Select the delivery date for orders. By default, the delivery date is the current date. |
Designer | Check Designer and select a name from the drop-down list to search for products assigned to a specific employee, or select All in the drop-down list to display products for all employees. When Show All Employees is checked, the drop-down list will contain the names of all employees. Designers are a subset of your employees who are assigned the Job Category of Designer in Mercury Administration. To limit the Designer search to employees designated as designers, uncheck Show All Employees. |
Order # | Enter the order number, if you want to restrict the results to a specific order. To restrict the results to an individual ticket, enter the order number followed by a slash and the ticket number, for example, 000515/1. You can also use a bar code scanner, if available, to populate the order number field by scanning the bar code on the invoice. |
Assigned | Check this option to display products that are assigned and which meet other search criteria, such as store and delivery date. |
Not Assigned | Check this option to display products that are not assigned and which meet other search criteria, such as store and delivery date. |
Designed | Check this option to display products that have been marked as designed and which meet other search criteria, such as store and delivery date. |
Not Designed | Check this option to display products that have not been marked as designed and which meet other search criteria, such as store and delivery date. |
Results List
When the search completes, orders matching your search parameters appear in the results area. Each row in the results list represents a product. Several products may comprise a ticket, and several tickets may comprise a single order, so there may be more than one row in the results area per order. The Sale column contains the order and ticket number so you can see which products and tickets are part of the same order.
NOTE: Cash and carry, wire out, voided, cancelled, and fees are excluded from searches performed in the Design Center window.
You can sort the orders in the results list by clicking on a column heading. For example, to sort by priority, click the Priority column. You can click the column heading again to toggle ascending and descending order. You can also double-click any product in the list to open the order in Order Entry or Point of Sale, depending on where the order was entered.
The results list contains the following information for each product:
Parameter | Description |
---|---|
Sale | The order and ticket number associated with this item. |
Priority | The priority code for the order. |
Zone | The zone for the order. |
Recipient | The order recipient. |
Qty | The number of this product to be designed. Tip: Pay special attention to the Qty column. Quantity indicates how many of a product are to be produced for a ticket. |
Product Code | The product code for this item. The small icon next to the product code opens the Product Entry window for this product, allowing you to view product pictures and recipes. |
Product Name | The product name. |
Total | The total dollar value of the product to be designed. If the quantity is more than 1, the total reflects the product cost multiplied by the quantity. |
Designer | If a designer has not been assigned to this order, this column will be blank. You can assign a designer by clicking in this column and selecting the name of the designer from the drop-down list. The list of employees in the drop-down list is based on the Show All Employees checkbox. If Show All Employees is checked, all employees will appear in the drop-down list. If not checked, only designers will appear. |
Status | If this order has yet to be designed, this column is blank. If the order has been designed, this column will be Designed.
You can mark the item Designed by selecting Designed from this column. If there are multiple items in the ticket, you can select Mark Order Designed to mark all items assigned to the same designer in the ticket as designed. |
Search Totals
At the bottom right of the window, the Search Totals area displays the number of products displayed in the results list, the total price of all orders in the list, and the average value of a product in the list.
Buttons
The Design Center window allows you to perform the following actions.
Button | Action |
---|---|
Pictures | Highlight a row in the results list and click Pictures to open the Picture Center window where you can take, attach, or remove a design picture. |
Design Analysis | Enter store and delivery date parameters, then click Design Analysis (ALT+A) to get a snapshot of the number of not assigned products and designers’ workloads for your store(s) and selected delivery date. |
Mark All Orders Designed | Using search parameters, such as Designer, Delivery Date, and Assigned, display a list of products in the results list, then click Mark All Orders Designed (ALT+M) to change their status to designed. |
Print List | Click Print List (ALT+P) to print the Ticket List. |
Output Invoice | Highlight a row in the results list and click Output Invoice (ALT+O) to print the desired form. |
Close | Closes the Design Center window. |
Back to Design Center