FTD Mercury
From FloristWiki
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Affordable. Powerful. Easy-to-use. FTD Mercury is a comprehensive shop management solution that cuts overhead, handles day-to-day floral management tasks, and helps you concentrate on customer service and satisfaction. Simplify your business, streamline your workflow, increase sales, and generate more profit - all with FTD Mercury. | Affordable. Powerful. Easy-to-use. FTD Mercury is a comprehensive shop management solution that cuts overhead, handles day-to-day floral management tasks, and helps you concentrate on customer service and satisfaction. Simplify your business, streamline your workflow, increase sales, and generate more profit - all with FTD Mercury. | ||
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==The Basics== | ==The Basics== | ||
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rect 117 900 364 929 [[FTD Mercury X3 & X3 Fall Reference Guide Table of Contents|FTD Mercury X3 & X3 Fall Documentation]] | rect 117 900 364 929 [[FTD Mercury X3 & X3 Fall Reference Guide Table of Contents|FTD Mercury X3 & X3 Fall Documentation]] | ||
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| + | ==New & Enhanced== | ||
| + | If you're upgrading from an older version of FTD Mercury, there are exciting new enhancements that have been added to help you manage your business even better! | ||
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| + | ===New & Enhanced in FTD Mercury X3 Fall=== | ||
| + | FTD Mercury X3 Fall's centerpiece feature is the [[Event Planner]]. In addition, there are several other [[Additional FTD Mercury X3 Fall Enhancements|minor features and enhancements]]. Additionally, in May 2012, [[SMS Text Messaging|SMS text messaging]] support was added. In September 2012, [[FTD Florist Link]] was significantly enhanced. | ||
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| + | ===New & Enhanced in FTD Mercury X3=== | ||
| + | *[[FTD Mercury Mobile]] - allows you to keep up with your business from selected smartphones. You can get access to your Dashboard, as well as confirm deliveries on the go. | ||
| + | *[[Order Confirmations]] - enables you to provide excellent customer service by confirming orders when they're received. | ||
| + | *[[Email Management]] - You now have access to additional email management tools, including the ability to have different email addresses for invoices, delivery confirmations, order confirmations, and statements. You can even [[Emails and Confirmations Window#Sending a Personal Email Message|send personal email messages]] to customers. If you keep multiple contacts for customers, you can enter email addresses for those contacts and that email address will automatically override the customer's email address. | ||
| + | *[[Add Recipient Window|Multiple sympathy cards]] are now available from the [[Handling Funerals with the Funeral Log|Funeral Log]]. | ||
| + | *Updates have been made to the [[Business Snapshot Report]], [[Tax Exempt Customer Report]], [[Product Comparison Report]], [[Ticket Report]], and [[Product Sales Reports]]. | ||
| + | *The missing [[Reciprocity Report]] has been added back to FTD Mercury X3! | ||
| + | *[[Address Verification]] is now Web-based. | ||
| + | *[[Mercury Administration: Audit Trail Screen|Audit trail]] security has been added for negative value sales, refunds, and updating Prevent House Charges check box in the [[Customer Detail Information Window - House Account Tab|House Account tab]] of the [[Customer Detail Information Window|Customer Detail Information window]]. | ||
Revision as of 11:05, 2 October 2012
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Affordable. Powerful. Easy-to-use. FTD Mercury is a comprehensive shop management solution that cuts overhead, handles day-to-day floral management tasks, and helps you concentrate on customer service and satisfaction. Simplify your business, streamline your workflow, increase sales, and generate more profit - all with FTD Mercury.
The Basics
- Minimum Requirements and Installation Instructions (FTD Mercury X3 | FTD Mercury X3 Fall)
- FTD Mercury Overview
- FTD Mercury Main Menu
- Basic Operations
FTD Wire Orders
- The Mercury Network
- Florist Directory & Search
- Mercury Messages
- Entering Wire Out Orders
- Processing Incoming Wire Orders
Order Management
Customer Management
- Searching for Customers
- Adding New Customers
- House Accounts
- Customer Statistics
- Email Management
- More...
Delivery
- Delivery Confirmations
- Mapping and Routing Using Mercury Delivery
- Delivery Zones
- Fees
- FTD Mercury Mobile
- More...
Products
- Product Codes
- Searching for Products
- Adding New Products
- Design Center
- FTD Mercury & Your FOL Web Site
- More...
Accounting
- Accounts Receivable
- Business Reports
- Mercury Accounting and QuickBooks Integration
- Wire Service Reconciliation
Credit & Debit Cards
Marketing
- Mercury Marketing
- Email Marketing Campaigns
- Direct Mail Marketing Campaigns
- Text Message Marketing Campaigns
- More...
Event Planner
- Creating a New Event
- Generating Proposals
- Converting Proposals into Orders
- Working with Rental Equipment
- House Accounts and Event Planner
- More...
FTD Mercury Operations
- Managing Employees
- Managing Point of Sale Sessions
- Dashboard
- Automatic Software Updates
- Multi-Store Capabilities
- Web Order Interface
- FTD Document Center
- Fax & Email
- Mercury Administration
Full FTD Mercury Documentation
- FTD Mercury X3 & X3 Fall Documentation
- training videos are available.
- FTD Mercury X2 Fall documentation can be accessed from within FTD Mercury by pressing F1 on your keyboard or from the Help menu on the FTD Mercury Main Menu.
- Training videos are available for quick reference subjects.
- More...
Imagemap
New & Enhanced
If you're upgrading from an older version of FTD Mercury, there are exciting new enhancements that have been added to help you manage your business even better!
New & Enhanced in FTD Mercury X3 Fall
FTD Mercury X3 Fall's centerpiece feature is the Event Planner. In addition, there are several other minor features and enhancements. Additionally, in May 2012, SMS text messaging support was added. In September 2012, FTD Florist Link was significantly enhanced.
New & Enhanced in FTD Mercury X3
- FTD Mercury Mobile - allows you to keep up with your business from selected smartphones. You can get access to your Dashboard, as well as confirm deliveries on the go.
- Order Confirmations - enables you to provide excellent customer service by confirming orders when they're received.
- Email Management - You now have access to additional email management tools, including the ability to have different email addresses for invoices, delivery confirmations, order confirmations, and statements. You can even send personal email messages to customers. If you keep multiple contacts for customers, you can enter email addresses for those contacts and that email address will automatically override the customer's email address.
- Multiple sympathy cards are now available from the Funeral Log.
- Updates have been made to the Business Snapshot Report, Tax Exempt Customer Report, Product Comparison Report, Ticket Report, and Product Sales Reports.
- The missing Reciprocity Report has been added back to FTD Mercury X3!
- Address Verification is now Web-based.
- Audit trail security has been added for negative value sales, refunds, and updating Prevent House Charges check box in the House Account tab of the Customer Detail Information window.
