Mercury Administration: Store Settings Screen

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(→Changing the Default Card Font)
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#Click Change Card Font. The Font window opens.
#Click Change Card Font. The Font window opens.
#From the Font list, select the font you want to use as the default.
#From the Font list, select the font you want to use as the default.
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#From the Size list, select the font size you want to use as the default.<br>'''IMPORTANT: Although the Marlett, Webdings, and Wingdings fonts appear in your font list, they are not valid fonts in FTD Mercury. FTD Mercury only recognizes changes that you make to the font and size (you cannot change fonts to be italic or bold for example).'''
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#From the Size list, select the font size you want to use as the default.<br><table><tr><td>[[Image:NoteIcon.png]]</td><td>Although the Marlett, Webdings, and Wingdings fonts appear in your font list, they are not valid fonts in FTD Mercury. FTD Mercury only recognizes changes that you make to the font and size (you cannot change fonts to be italic or bold for example).</td></tr></table>
#Click OK.
#Click OK.
#Click Apply to save your changes before exiting this screen.
#Click Apply to save your changes before exiting this screen.

Revision as of 10:28, 24 October 2012

Contents

Store Settings Screen
Store Settings Screen

The Store Settings screen allows you to set default tax codes, delivery zones and card fonts for your stores.

This screen includes the following settings:

Setting Description
Store The name of the store for which these settings apply.
Address Contains the address of the selected store.
Province This list, available only when you are configured as a Canadian shop, sets the taxation method for the store. Depending on the province where the store is located, where the order originated from, and where the order is to be delivered, different tax rates will be applied.
Default Tax Code Select the tax code you want to use as the default in Order Entry and Point of Sale. This should be the tax code you will charge the majority of your customers, and usually corresponds to your state or provincial tax.
Default Delivery Select the delivery zone you use most often, which will be used as the default delivery zone for orders. This is optional; you can set this to blank.
Enable Cutoff Time for Today's Deliveries Select whether you want to set a cutoff time for delivery of local orders. If you select to do this, specify the cutoff time. Orders entered after your cutoff time will automatically default to the next day's date. The Order Entry and Point of Sale windows now display the day of the week in the Delivery area.

This cutoff date only affects local and pool delivery orders. If you have a multistore environment, transferred orders use the cutoff time of the store receiving the order. If you change the delivery date to a future date, the cutoff time no longer will be applied to the order. Likewise, if you update an order, the cutoff time no longer applies. Attached Mercury Orders will continue to use the date and time of the incoming order.

This feature is only available in FTD Mercury X3 Fall and later.

GST ID# This field, available only when you are configured as a Canadian shop, allows you to input your GST ID number. When this field is populated, FTD Mercury prints this number on Point of Sale receipts, Order Entry invoices, and customer statements, directly below your store address.
NOTE: You can use only letters, numbers, spaces, hyphens, and ampersands (&) in this field, and are limited to 30 characters.
US Exchange Rate This field, available only when you are configured as a Canadian shop, is used to calculate the conversion of U.S. funds to Canadian funds on non-wire transactions in Order Entry and Point of Sale. This local exchange rate is used in Point of Sale when tendering sales and receiving payment in U.S. dollars, and in the Money Counter for entering cheques/other currency if in U.S. dollars.
Guarantee This field displays the guarantee message that prints at the bottom of the Order Entry invoice. You can erase the existing text and type your own text here. If you need to reset the text, click Restore Default Guarantee.

Accessing the Store Settings Screen

To access the Store Settings screen in Mercury Administration:

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

Changing the Store Name

To change the name of your store:

  1. In Mercury Administration, access the Store Settings screen.
  2. In the Store area, select the store you want to change the name for and click Edit.
  3. Enter the new name for the store.
  4. Click Save.
  5. Click Apply to save the information before exiting this screen.

Changing the Store Address

To change the store address:

  1. In Mercury Administration, access the Store Settings screen.
  2. In the Store area, select the store you want to change the name for and click Edit.
  3. In the address box, change the address.
  4. If you are a Canadian shop, from the Province list, ensure the province is correct.
  5. Click Apply to save your changes before exiting this screen.

Adding Stores

If you are configured as a multi-store shop in FTD Mercury, you can add new stores from the Store Settings screen.

To add a store:

  1. In Mercury Administration, access the Store Settings screen.
  2. In the Store area, click Add. The Add Store window opens.
  3. In the Store Name field, type the store name exactly as you want it to appear on statements. This field is limited to 50 characters. Click Save.
  4. In the store address box, enter your store address.
  5. If you are a Canadian shop, from the Province list, select the province where this store is located.
  6. From the Default Tax Code list, select the default tax code for the store.
  7. From the Default Delivery list, select the default delivery zone for the store (if desired; otherwise, select N/A).
  8. If you are a Canadian shop:
    1. In the GST ID# field, enter your GST ID number.
    2. In the US Exchange Rate field, enter the exchange rate for U.S. dollars to Canadian dollars. This is used for local currency exchanges and not for wire orders.
  9. Click Save.
  10. Click Apply to save the information before exiting this screen.

Setting the Default Tax Code

To set your store’s default tax code in Mercury Administration:

  1. In Mercury Administration, access the Store Settings screen.
  2. From the Default Tax Code list, select the tax code you want to use as the default.
  3. Click Apply to save changes before exiting this screen.

Setting the Default Delivery Zone

To set your default delivery zone in Mercury Administration:

  1. In Mercury Administration, access the Store Settings screen.
  2. From the Default Delivery list, select the delivery zone you expect to use most often. If you do not want to have a default delivery zone, select N/A.
  3. Click Apply to save changes before exiting this screen.

Setting the GST ID Number

IMPORTANT: This procedure applies only to Canadian stores.

To set the GST ID number used by FTD Mercury:

  1. In Mercury Administration, access the Store Settings screen.
  2. In the GST ID# field, enter the new GST ID number.
  3. Click Apply to save changes before exiting this screen.

Changing the U.S. Exchange Rate

IMPORTANT: This only applies to Canadian stores.

To change the U.S. exchange rate:

  1. In Mercury Administration, access the Store Settings screen.
  2. In the Store area, select the store for which you are modifying the exchange rate.
  3. In the US Exchange Rate field, enter the exchange rate you want to use.
  4. Click Apply to save changes before exiting this screen.

Changing the Default Card Font

To change the default card font and/or font size in Mercury Administration:

  1. In Mercury Administration, access the Store Settings screen.
  2. Click Change Card Font. The Font window opens.
  3. From the Font list, select the font you want to use as the default.
  4. From the Size list, select the font size you want to use as the default.
    Image:NoteIcon.pngAlthough the Marlett, Webdings, and Wingdings fonts appear in your font list, they are not valid fonts in FTD Mercury. FTD Mercury only recognizes changes that you make to the font and size (you cannot change fonts to be italic or bold for example).
  5. Click OK.
  6. Click Apply to save your changes before exiting this screen.
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