Mercury Direct: Forwarding an Order (FOR Message)
From FloristWiki
(Difference between revisions)
| Line 16: | Line 16: | ||
#From the '''Reason Type''' list, select your reason for sending this message. | #From the '''Reason Type''' list, select your reason for sending this message. | ||
#In the '''Reason or Note Text''' field, add notes as needed. | #In the '''Reason or Note Text''' field, add notes as needed. | ||
| - | # | + | #In the '''Operator''' field, enter your name. |
#In the Other Florist Information section, select the florist to whom you would like to forward the order. To do this, either type the florist code in the Florist Code field, or click the magnifying glass icon to access a Florist Search. If you are searching for the new filling florist, locate and select the florist so that the florist’s information populates the fields in the Forward message. (See “Florist Search/Florist Directory” on page 62 for assistance). | #In the Other Florist Information section, select the florist to whom you would like to forward the order. To do this, either type the florist code in the Florist Code field, or click the magnifying glass icon to access a Florist Search. If you are searching for the new filling florist, locate and select the florist so that the florist’s information populates the fields in the Forward message. (See “Florist Search/Florist Directory” on page 62 for assistance). | ||
| - | #Click Submit to send the message during the next Mercury Direct | + | #Click '''Submit''' to send the message during the next Mercury Direct communications session. If you want to send the message immediately, on the '''Mercury Direct Main Menu''', click '''Transmit Now'''. |
Revision as of 09:55, 15 October 2010
The Forward message allows the filling Member to forward an order to an alternate Member for delivery. When you select an alternate Member, the network routes the order and billing to that Member.
Do not forward Mercury orders by telephone. If you do, you will remain the filling Member on the Clearing House billing statement. Using the Forward message allows the network to reassign the order to the Member actually filling the order. This procedure explains how to create a Forward message through a Message Search. By locating the Order message you would like to forward, Mercury Direct will complete most of the Forward message for you.
- From the Mercury Direct main menu, click Forward an Order OR From the menu bar, click Order, then click Forward an Order (FOR).
- Click the magnifying glass icon next to the Order Number field. The Message Search window opens.
- By default Message Search will list all incoming and outgoing orders if you click Search. Click Search to list all incoming and outgoing orders, or specify additional information to narrow your search, and then click the Search button. (See “Message Search” on page 55 for more information on Message Search.)
- When you locate the order that you would like to forward, highlight the order and then click Select. The Forward message will reappear with most of the information completed for you.
- From the Reason Type list, select your reason for sending this message.
- In the Reason or Note Text field, add notes as needed.
- In the Operator field, enter your name.
- In the Other Florist Information section, select the florist to whom you would like to forward the order. To do this, either type the florist code in the Florist Code field, or click the magnifying glass icon to access a Florist Search. If you are searching for the new filling florist, locate and select the florist so that the florist’s information populates the fields in the Forward message. (See “Florist Search/Florist Directory” on page 62 for assistance).
- Click Submit to send the message during the next Mercury Direct communications session. If you want to send the message immediately, on the Mercury Direct Main Menu, click Transmit Now.
