Funeral Log (FTD Mercury X)
From FloristWiki
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*Search for funerals | *Search for funerals | ||
*Select recipients to use in Order Entry or Point of Sale | *Select recipients to use in Order Entry or Point of Sale | ||
| - | *Add funerals | + | *[[Adding Funerals to the Funeral Log|Add funerals]] |
*Update funeral information | *Update funeral information | ||
*Print acknowledgements | *Print acknowledgements | ||
Revision as of 15:52, 17 April 2008
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The Funeral Log in FTD Mercury allows you to enter details about a funeral, such as the name of the recipient, funeral home, and viewing and service date and time. You can then use the funeral details to complete recipient information for orders related to the funeral. When you populate the recipient of an order from the Funeral Log, the order is associated with the funeral. You can then generate an acknowledgement report showing all orders associated with the recipient/funeral to provide to the funeral home or family of the recipient.
Using the Funeral Log speeds up Order Entry and Point of Sale for funeral orders because you can enter funeral information once and use it for multiple sales. Creating an Acknowledgement List using the Funeral Log’s print function enhances your relationship with funeral directors by allowing you to provide them with a report of your deliveries to their facility for a specific funeral.
How-To Procedures
Opening the Funeral Log
Click the Funeral Log button in Order Entry or Point of Sale. Only entries for the current or future funeral date are displayed. If no recipient has been entered in Order Entry or Point of Sale, the list of funerals will contain funerals with viewing or service times for the current or future dates.
Adding Funerals to the Funeral Log
In the Funeral Log window, click Add. The Add Recipient window opens. You use the Add Recipient window to add the funeral.
Using Funerals to Select Recipients
In the Funeral Log window, highlight the recipient and click Select, or simply double-click on the recipient. The Funeral Log window will close and the recipient information will appear in the Recipient area of Order Entry or Point of Sale.
When you create an order for a recipient who is listed in the Funeral Log, the order is associated with the funeral and will appear in the Acknowledgement List.
Changing Funeral Information
If no orders have been placed for the funeral, you can use the Funeral Log window to change any of the information for the funeral. If orders have been placed for the funeral, only the notes for the funeral can be changed.
Steps to change funeral information
Generating Acknowledgement Lists
Use the Print button on the Funeral Log window, to print an Acknowledgment List report to give to the funeral home or family of the recipient. The Acknowledgement List report will be formatted for printing on your store letterhead.
Removing Funerals
If no orders have been placed for a funeral, you can use the Funeral Log window to delete the funeral. Funerals for which orders have been placed remain in the Funeral Log until the orders associated with the funeral have been purged by your system.
Window Descriptions
Funeral Log Window
You use the Funeral Log window to:
- Search for funerals
- Select recipients to use in Order Entry or Point of Sale
- Add funerals
- Update funeral information
- Print acknowledgements
- Remove funerals
Add Recipient Window
You use the Add Recipient window to:
- Add funerals to the Funeral Log
- Edit details about funerals that have been added to the Funeral Log
Tips and Tricks
Copying Sales with Funeral Recipients
If you copy a ticket or sale that has a recipient selected using the Funeral Log, the new tickets will also be associated with the funeral, as long as you do not change the recipient name.
