Mercury Administration: Delivery Zone Screen

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Revision as of 10:23, 24 October 2012

Delivery zones are used to help you route your deliveries and can be used to automate delivery charges in Order Entry and Point of Sale. You can define multiple outgoing (wire out) delivery zones. This allows you to assign tax rates and customer charges based on the outgoing zone, which is particularly important if your taxing authority requires taxes be collected based on where goods are delivered.

There are two ways that you can set up delivery zones:

• If you have Mercury Delivery, you can set up delivery zones by postal codes, address, or by drawing a boundary on a map. See Delivery Zones for details.
• You can set up delivery zones using this screen in Mercury Administration. This is the fastest and easiest way to set up delivery zones and delivery charges. By setting up delivery zones in Mercury Administration, you are assigning delivery zones to postal codes (when a recipient address with a particular postal code is entered in Order Entry or Point of Sale, the associated delivery charge is added to the order automatically). See the steps below to learn how to set up delivery zones this way.

For each delivery zone, you can configure the following settings:

There are two buttons at the bottom of the Delivery Zone screen that provide you access to extra functions in the Delivery Zone screen: the Pool Address button and the Remove All Tax Codes From Products button.

• The Pool Address button opens the Pool Address window and allows you to enter the address where pool orders are to be delivered for the currently selected pool zone. You must enter a complete address, including street address, city, state/province, and postal code before you can save the pool address. No address verification is performed on the pool address you enter. You must enter a pool address for each pool zone you create.
  NOTE: If you attempt to set a zone as a pool zone without specifying a pool address, you are prompted to enter the pool address if you click Apply.
• The Remove All Tax Codes From Products button allows you to remove overriding tax codes from all products in your database.

Accessing the Delivery Zone Screen

To access the Delivery Zone screen in Mercury Administration:

1. Launch Mercury Administration.
2. Double-click Mercury Administration in the explorer pane.
3. Double-click the Delivery folder.
4. Double-click Delivery Zone. The Delivery Zone screen opens

Setting Up Delivery Zones in Mercury Administration

To set up delivery zones using the Delivery Zones screen in Mercury Administration:

1. In Mercury Administration, access the Delivery Zone screen.
2. In a blank row in the grid, click in the Zone Name column and type the name of the zone you want to add.
3. In the Delivery Type column, select the delivery type for the zone.
4. If the delivery zone is based on a specific ZIP code, enter it in the Zip Code column.
5. Ensure the Active check box is selected. This makes the delivery zone available in Order Entry and Point of Sale.
6. If you want to print an invoice when sending orders to this zone, select the Print Invoice check box.
7. In the Charge column, enter the delivery charge for this zone. If you want to enter delivery charges manually in Order Entry or Point of Sale, or if you want to use the product detail screen and the Delivery Zone Fee screen in Mercury Administration to maintain delivery charges, you can leave this column blank.
8. In the Tax Code column, you can optionally enter a tax code for this delivery zone. This tax code overrides the store default tax code. See Delivery Zone Screen on page 24–41 for details.
9. Click Apply to save the information before exiting this screen.

Creating Pickup Zones

To create a zone for orders that will be picked up from your shop:

1. In Mercury Administration, access the Delivery Zone screen.
2. In a blank row in the grid, click in the Zone Name column and type the name of the zone you want to add.
3. In the Delivery Type column, select Pickup.
4. Ensure both the Active check box and the Print Invoice check box are selected.
5. Ensure the Tax Code column is blank so your store’s default tax code is applied.
6. Click Apply to save the information before exiting this screen.

Handling Existing Pickup Zones

If you had a zone you used for pickup orders prior to upgrading to FTD Mercury 7.1, you need to mark the existing zone as inactive and then create a new pickup zone with a different name (or use the one that should have been automatically created for you with a Pickup delivery type). Follow the instructions below in Marking Delivery Zones as Inactive and above in Creating Pickup Zones to mark your existing zone as inactive and create a new pickup zone.

Marking Delivery Zones as Inactive

You can only mark delivery zones as inactive if there are no orders for the current date or future dates that use that zone, unless the order has been canceled. You cannot mark the store default delivery zone or the N/A zone as inactive. Inactive zones do not appear in Order Entry or Point of Sale, but will still appear in Mercury Delivery, Mercury Marketing, and Mercury Administration. Inactive zones are included on any reports with sales for these zones.

To mark a delivery zone as inactive:

1. In Mercury Administration, access the Delivery Zone screen.
2. In the row containing the delivery zone you want to make inactive, clear the box in the Active column.
3. Click Apply to save your changes before exiting this screen.

If you view previous or canceled orders that used this delivery zone, order will display the store default zone instead.

Removing Existing Delivery Zones

You cannot remove delivery zones that are used by orders with a delivery date of today or a future date, unless the order has been cancelled. Additionally, you cannot remove a delivery zone that is used in a Standing Order Template. You cannot remove the N/A, Pickup, or Wire Out delivery zones, nor can you remove the store default delivery zone.

To remove an existing delivery zone:

1. In Mercury Administration, access the Delivery Zone screen.
2. Select the delivery zone you want to remove.
3. Click Remove.
4. Click Apply to save your changes before exiting this screen.

The delivery zone is removed from the grid and the FTD Mercury database. The zone will no longer be available in Point of Sale, Order Entry, or any other part of FTD Mercury.

Province Map Delivery Zones

FTD recommends that you use the provincial map zone utility to create a wire out map zone for each province if you are a Mercury Delivery user. With that in mind, FTD Mercury includes a utility that will create province map zones automatically. This utility creates a new wire out zone for each province within Canada. By default, these zones have no overriding tax codes on delivery charges. You can then create local zones within the province zones for local deliveries.

To use the provincial map zone utility to create province map zones:

1. Close Mercury Administration and FTD Mercury.
2. Click the Windows Start menu, point to All Programs, point to Accessories, and click Windows Explorer.
3. Navigate to the C:\Wings\Support\Utilities directory and double-click CreateCanadianMapZones.exe.
4. At the prompt asking if you want to create the zones, click Yes.
5. When the utility finishes creating the map zones, click OK.

After using this utility, be sure to assign the correct tax to each provincial zone created.