Message Center
From FloristWiki
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Revision as of 13:00, 7 May 2008
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The Mercury Message Center is an integrated hub through which you can review all incoming and outgoing Mercury Messages, as well as access all related Mercury Messages in the conversation. You can search for Mercury Messages in your system using a variety of criteria.
How-to Procedures
Opening the Message Center
You can open the message center from the FTD Mercury Main Menu or from the Order Entry and Point of Sale windows.
Steps for Opening the Message Center from the Order Entry and Point of Sale Windows
Steps for Opening the Message Center from the FTD Mercury Main Menu
Searching for Messages
Message searches are performed in Message Center. Once you open Message Center (either from the FTD Mercury Main Menu or via Order Entry or Point of Sale), you can search for any Mercury messages in your system by one or more parameters. Messages that match all parameters are displayed in the results list.If you specify too broad of a search, you may get too many results; if your search is too narrow (too many parameters), you may not get any matches. You may want to try a broad search first, and if you have too many results, add additional search parameters to narrow the results.
Steps for Searching for Mercury Messages
Attaching Incoming Orders
Attaching incoming messages, in essence, allows you to convert an incoming message from another florist, from Florists Online (FOL), from Flowers All Hours (FAH), or from your Web site into an order in Order Entry. Once in Order Entry, you can then make any additional modifications to the order (product changes, set the delivery zone, etc.), and then complete the order.
NOTE: In previous versions of FTD Mercury, this was done via Order Entry. Now, you handle it through Message Center.
Messages that still need to be attached appear in green text in Message Center.
Steps for Attaching Incoming Orders
Handling Messages that Require Attention
Message Center includes a filter that displays messages that require your attention. By default, when you open Message Center from Order Entry or Point of Sale, Message Center performs a search for these messages.
You should always ensure you are handling these messages that require attention to keep your business running smoothly when it comes to wire orders.
The following criteria are used in determining whether a message requires attention:
- Any incoming or outgoing order message that has not been attached (except for phoned in orders)
- Any incomplete order
- Any outgoing order with errors
- Any order where you have received a message that needs a response (for example, an Ask message you need to answer or a Reject message where the order needs to be resent)
- Any order message where the Hold box has been checked
The Requires Attention list also sets the Delivery Date parameter to 30 days back from the current date.
Steps for Handling Messages that Require Attention
Dealing with Incoming Reject Messages
When you receive an incoming reject message and you double-click on it in Message Center, the original order that was rejected opens in Order Entry. The order itself is marked as an incomplete wire out order (that can be located via Ticket Search if necessary), and will show up in Dashboard as Incomplete.
Once you open the order in Order Entry, you can then select a new filling florist and complete the order as you would normally. A new Mercury Order message will be sent to the new filling florist.
NOTE: If you use Auto Select to find a new filling florist, it will automatically disregard any florist who previously rejected the message (so there is no danger of sending it to the same florist again).
Opening Orders Related to Messages
For any message that already has an associated order in your system, when you double-click the message in the results list, Order Entry opens the order associated with the message, allowing you to view the order or make appropriate changes (prior to responding to a message, for example).
If you reject or forward a message from Message Center, you are not required to open the message in Order Entry (by double-clicking the order). Once you send the Reject or Forward message, the original message you received will be removed from the results list.
Likewise, if you receive a Cancel message on an incoming order and send a Confirm message, the order will be removed from the results list without you having to open the message in Order Entry.
Window Descriptions
Message Center Window
The Message Center is divided into the following major areas:
