FTD Mercury X4 Reference Guide Table of Contents

From FloristWiki

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Revision as of 15:44, 28 August 2013

Contents 1 FTD Mercury Overview 2 Basic Operations 3 The Mercury Network 4 Mercury Messages 5 Florist Directory & Search 6 Managing Employees 7 Customer Management 8 Product Maintenance 9 Working with Orders 10 Automatic Order Processing 11 Managing Point of Sale Sessions 12 Event Planner 13 Design Center 14 Processing and Settling Credit Cards 15 Mercury Delivery 16 Mercury Marketing 17 FTD Mercury Mobile 18 Wire Service Reconciliation 19 Accounts Receivable 20 Business Reports 21 Mercury Accounting and QuickBooks Integration 22 Fax and Email 23 FTD Document Center 24 Mercury Administration 25 Dashboard 26 Multi-Store Capabilities 27 Web Order Interface 28 Credit Card Authorization Codes 29 State and Province Abbreviations 30 Debit Cards 31 Automatic Software Updates

FTD Mercury Overview

• FTD Mercury Overview

Basic Operations

• Basic Operations
  • FTDStartup and FTDShutdown
  • Logging in to FTD Mercury
  • System Login Window
  • Connection Error Window
  • Setting the Date and Time
  • FTD Mercury Main Menu
  • Exiting FTD Mercury
  • Address Check Window
  • Note Entry Window
  • Setting Up Your Printers
  • Checking Your Windows Default Printer
  • Setting Up Your Reports Printer
  • Setting Up Your Mercury Message Printer
  • Receipt Printer Settings Window
  • Printer Form Settings Window
  • Setting Up Your Printers and Form Selections
  • Connecting to Network Printers
  • Receiving Orders and Messages
  • Printing French Forms and Receipts
  • Printing the Task List Report
  • Setting Up Your Employees and Passwords
  • Backing Up Your Data
  • Daily/Weekly/Monthly Checklists
  • Configuring Your System
  • FTD Mercury Configuration Window
  • Turning on and Using Address Verification Override
  • Audit Trail Window
  • Software License Window
  • About Window
  • Video Chat

The Mercury Network

• The Mercury Network

Mercury Messages

• Mercury Messages
  • Searching for Mercury Messages
  • Message Center
    • Working with Message Center
    • Attaching Incoming Orders
    • Handling Messages that Require Attention
    • Dealing with Incoming Reject Messages
    • Opening Orders Related to Messages
    • Creating New Mercury Messages
      • New Message Window
    • Responding to Mercury Messages
    • Responding to Incoming Messages
    • Responding to Outgoing Orders
    • Requesting a Price Change
    • Acknowledging Messages
      • Acknowledgment Window
    • Rejecting Incoming Orders
    • Deleting Messages from Message Center
  • Recording Phoned-In Orders
    • Printing Messages
  • Mercury Order Message
  • Message Responses
    • Message Response Window
  • Adjustment Report Message
  • Ask Message
  • Answer Message
  • Cancellation Message
  • Confirmation Message
  • Delivery Confirmation Message
  • Deny Message
    • Forward Message
  • General Message
  • REC Message List
  • Reject Message
  • Retrieval Message
  • Suspend and Resume Messages
    • Suspend Message
    • Resume Message
  • Order Detail View Window
  • Message Locate Error Window

Florist Directory & Search

• FTD Florist Link
  • Searching for a Florist
  • Searching for a Facility
  • Searching for a Florist Who Serves a Facility
  • Setting the Preferred Status for a Florist
  • Working with Florist Notes
  • How Search Results are Organized in FTD Florist Link
  • Florist Link Map Icons
  • Florist Badges
  • Florist Search Main Window
  • Facility Search Main Window
  • Preferred Status Window
  • Florist Listing Hover
  • Florist Detail Window
  • Florist Notes Window
• FTD Florist Link Administration
  • Maintaining Your Service Area in FTD Florist Link Administration
  • Maintaining Your Directory Ad in FTD Florist Link Administration
  • Maintaining Your Products in FTD Florist Link Administration
  • Maintaining Your Florist Link Marketing Options in FTD Florist Link Administration
  • Maintaining Your Facilities in FTD Florist Link Administration
  • Maintaining Your Holiday Capacity in FTD Florist Link Administration
  • Changing Your Fees in FTD Florist Link Administration
  • Viewing Request History in FTD Florist Link Administration
  • Logging in to FTD Florist Link Administration
  • Changing Your FTD Florist Link Administration Password
  • Dealing with a Forgotten Password in FTD Florist Link Administration
  • Logging out of FTD Florist Link Administration
  • Requesting a Special Listing in FTD Florist Link Administration
  • Viewing an Existing Special Listing in FTD Florist Link Administration
  • Requesting to Become a Featured Florist in Florist Link
  • Changing Your Featured Florist Pin in FTD Florist Link Administration
  • About FTD Florist Link Page
  • Maintain Service Area Page
  • Submit Directory Ad Change Request Page
  • Maintain Florist Link Marketing Page
  • Maintain Products Page
  • Maintain Facilities Page
  • Maintain Holiday Capacity Page
  • History Page
  • New Facility Request Window
  • Update Facility Request Window
  • Preferred Counts Window
  • FTD Directory Pricing

Managing Employees

• Managing Employees
  • Adding Employees
  • Editing Existing Employee Information
  • Requiring Employee Names in Order Entry and Point of Sale
  • Changing Employee Passwords
    • FTD Server Password Window
  • Terminating an Employee in Your System
    • Activating Terminated Employees
  • Handling Employee Payroll
  • Tracking Employee Time
  • Employee Types
  • Printing the Employee List
  • Employee History Information Window
  • Job Functions
  • Employee Security
  • Searching for Employees
    • Employee Search Window
  • Employee Reports
    • Generating an Employee Sales Report
    • Employee Sales Report Window

Customer Management

• Customer Management
  • Customer Detail Information Window
    • General Tab
    • House Account Tab
    • Statistics Tab
    • Credit Cards Tab
    • Contacts Tab
    • Order History Tab
    • Marketing Tab
    • Statement Tab
    • Standing Order Tab
    • Life Cycle Tab
  • Adding New Customers
  • Configuring Email Settings for Customers
  • Setting Up House Accounts
  • Preventing Charges on House Accounts
  • Viewing Customer Statistics
  • Searching for Customers
    • Customer Search Window
  • Maintaining Credit Card Information
  • Maintaining Customer Contacts
  • Viewing Order History for a Customer
    • Marking Orders Delivered from Order History
  • Standing Orders
    • Printing a List of Standing Order Templates
    • Creating Standing Order Templates
    • Editing Existing Standing Order Templates
    • Deleting Upcoming Orders to be Generated by a Standing Order Template
    • Removing All Upcoming Orders Based on a Standing Order Template
    • Deleting Existing Standing Order Templates
    • Standing Order Scheduler Window
  • Using House Accounts for Weddings
  • Customer Merge
    • Customer Merge Window
  • Customer Purge
    • Purge Customers Window
  • Customer Credit Card Window
  • Customer Account Balance Detail Window
  • Customer Account Balance Detail Report

Product Maintenance

• Product Maintenance
  • Product Codes
    • Using Product Codes in Order Entry and Point of Sale
  • Searching for Products
    • Product Search Window
  • Adding New Products
    • Adding Pictures to Products
    • Removing Pictures from Local Products
    • Product Recipes
  • Product Entry Window
  • Quick Picks
  • Copying Care Instructions
  • Deleting Products
  • Multiple Price Points
  • FTD Mercury & Your FOL Web Site
    • FOL Product Window
  • Gift Certificates
  • Coupons
  • Delivery Zones and Fees
  • Bar Codes and Products
    • Bar Code Window
• Wire Service Product Code List Window

Working with Orders

• Working with Orders
  • Point of Sale vs. Order Entry
  • Order Entry Window
  • Point of Sale Window
  • Navigating the Order Entry and Point of Sale Windows
  • Entering Orders
    • Entering Carry Out Orders
    • Entering Orders for Pickup
    • Entering Orders for Local Delivery
    • Entering Wire Out Orders
    • Entering Phoned-Out Orders
  • Attaching Incoming Orders
    • Entering Phoned-In Orders
    • Creating a Wire Out Order from an Incoming Florists Online or Flowers All Hours Order
  • Filing Incomplete Orders
  • C.O.D. Orders
  • Editing Existing Orders
  • Editing an Order from History
  • Canceling Orders
    • Cancel or Void Order Window
  • Taking Order Payments
    • Payments Window
  • Transferring Orders to Other Stores
  • Using Abbreviation Codes in Orders
    • Abbreviation Code Lookup Window
  • Caller ID and Orders
  • Gift Cards
    • Selling New Gift Cards
    • Adding Value to Gift Cards
    • Refunding the Purchase of a Gift Card
    • Accepting Gift Card Payments
    • Canceling or Refunding Orders Paid for with Gift Cards
    • Copying an Order with a Gift Card Payment
    • Issuing Store Credit with Gift Cards
    • Gift Card Reporting
    • Gift Card Activity Window
  • Tickets
    • Ticket Search Window
    • Searching for Tickets
    • Printing Ticket Search Results
    • Printing Invoices from Ticket Search
    • Opening Orders from Ticket Search
    • Copying Existing Tickets and Sales
    • Working with Tickets in Order Entry and Point of Sale
    • Copying Tickets in Order Entry and Point of Sale
    • Removing Individual Tickets from Sales
  • Handling Funerals with the Funeral Log
    • Funeral Log Window
    • Adding Funerals to the Funeral Log
    • Add Recipient Window
    • Using Funerals to Select Recipients
    • Changing Funeral Information
    • Generating Acknowledgment List Reports
    • Removing Funerals
  • Working with Recipient Pictures
    • Picture Center Window
    • Output Options Window (Pictures)
  • Standing Orders
    • Creating Standing Order Templates
    • Editing Existing Standing Order Templates
    • Deleting Existing Standing Order Templates
    • Deleting Upcoming Orders to be Generated by a Standing Order Template
    • Removing All Upcoming Orders Based on a Standing Order Template
    • Printing a List of Standing Order Templates
  • Order Entry Invoices
    • Printing Invoices to Remote Locations
    • Faxing and Emailing Invoices
    • Output Options Window
  • Delivery Confirmation
  • Processing Refunds & Exchanges
    • Refund Window
  • Order Life Cycle
  • Using Bar Codes
  • One-Off Printing
  • Printing Invoices to Remote Locations
  • Faxing and Emailing Invoices
  • Order Entry Invoices
  • Ticket Status Window
  • Map It Window
  • Card Messages and Font Sizes
  • Sending a Card to Multiple Recipients
    • Multiple Recipients Window
  • Cancel Confirmation Window
  • Email Output Window
    • Emailing an Ad Hoc Invoice, Order Confirmation, and/or Delivery Confirmation
    • Sending Order Confirmations
    • Sending Delivery Confirmations

Automatic Order Processing

• Automatic Order Processing
  • Outgoing Order Handling by Automatic Order Processing
  • Credit Card Payments and Automatic Order Processing
  • Potential Issues that Prevent Automatic Order Processing
  • Automatic Order Processing Screen
  • Configuring Automatic Order Processing
    • Configuring Automatic Order Processing for Send-Only Florists
    • Florists Online and Flowers All Hours Product Codes
    • WebGifts Processing
  • Searching for Automatically Processed Orders
  • Automatic Order Processing and the System Employee
  • Automatic Order Processing and Other Wire Services
  • Disabling Automatic Order Processing

Managing Point of Sale Sessions

• Managing Point of Sale Sessions
  • Setting Up the Cash Drawer
  • Setting Up Paid Out/In Types
  • Managing the Cash Drawer
  • Setting the Opening Balance
    • Opening Balance Window
  • Processing a No Sale Transaction
    • No Sale Window
  • Processing a Paid Out or Paid In Transaction
    • Paid Out/In Window
  • Z-Out Transactions
    • Processing a Z-Out Transaction
    • Z-Out Window
    • Money Counter Window
  • X-Out Transactions
  • Point of Sale History
    • POS Session History Window
  • POS Session Detail Window
  • POS Manual Entry Window
  • POS Registration Window
  • Reprinting Receipts

Event Planner

• Event Planner
  • Creating a New Event
  • Searching for Existing Events
  • Searching for Products
  • Searching for Abbreviation Codes
  • Editing an Existing Event
  • Creating an Event Location
  • Editing an Existing Event Location
  • Adding Products to an Event
  • Copying Events
  • Deleting Events
  • Viewing Proposals
  • Viewing Proposal Status
  • Generating Proposals
  • Accepting Proposals
  • Rejecting Proposals
  • Converting Proposals into Orders
  • Creating Cover Letters
  • Launching and Logging into Event Planner
  • Configuring the Event Planner Default Settings
  • Working with Rental Equipment
  • Printing Labels
  • Viewing Event Life Cycle Details
  • House Accounts and Event Planner
  • Logging out of Event Planner
  • Abbreviation Code Lookup Screen
  • Accept Proposal Screen
  • Ceremony Screen
  • Cover Letters Screen
  • Customer Search Screen
  • Default Settings Screen
  • Event Dashboard
  • Event Setup Screen
  • Locations Screen
  • Login Screen
  • Party or Other Screen
  • Personal Flowers Screen
  • Print Labels Screen
  • Product Search Screen
  • Proposal Screen
  • Reception Screen
  • Send Proposal Screen

Design Center

• Design Center
  • Opening Design Center
  • Assigning Products to Designers
  • Optimizing Workflows Using Bar Code Scanners
  • Analyzing Designer Workloads
  • Marking Products Designed
  • Viewing Product Pictures and Recipes
  • Attaching Design Pictures to Tickets
  • Printing Invoices from Design Center
  • Design Center Window
  • Designer Analysis Window

Processing and Settling Credit Cards

• Processing and Settling Credit Cards
  • Processing Credit Cards
  • Changing the Price for a Credit Card Prior to Settlement
  • Voice Authorizing Credit Cards
    • Credit Card Authorization Window
    • View Credit Card Authorization Window
  • Searching for Credit Card Transactions
    • Credit Card Search Window
    • Viewing Credit Card Transactions from the Credit Card Search Window
    • Resending Credit Card Transactions from the Credit Card Search Window
    • Voice Authorizing Credit Card Transactions from the Credit Card Search Window
    • Deleting Unapproved Credit Card Transactions from the Credit Card Search Window
  • Credit Card Settlement
    • Credit Card Settlement Window
  • Handling Unsettled Credit Card Authorizations
    • Unsettled Credit Card Authorizations Window
  • View Settlement Totals Window

Mercury Delivery

• Mercury Delivery
  • Address Verification
  • Mapping and Routing Using Mercury Delivery
    • Delivery Snapshot Window
    • About Mercury Delivery Processing Application Window
  • Delivery Zones
    • Creating Delivery Zones
      • Create Zone Window
      • Find Window
    • Removing Delivery Zones
    • Delivery Zones List
  • Creating Delivery Routes
    • Create Routes Window
    • Complete Route Window
    • Changing the Route Name or Origin
    • Rename Route Window
    • Route Origin Window
    • Optimizing Routes
      • Optimize Route Options Window
    • Changing the Delivery Zone for an Order
      • Change Zone Window
    • Viewing Order Details (Products)
      • Order Details Window
    • Adding Additional Orders to the Route
      • Add Order Window
      • Add Zone Window
    • Adding Non-Order Stops to the Route
    • Linking and Unlinking Orders
    • Removing Orders from the Route
    • Editing Saved (Incomplete) Routes
      • Select Saved Routes Window
      • Saved Routes Window
  • Modifying Delivery Routes
  • Viewing Routing Progress
    • Select Routing Progress Window
    • Routing Progress Window
    • Viewing the Route Details
  • Wrapping Up Routes
    • Truck Return
      • Truck Return Window
      • Handling Truck Returns
      • Marking an Entire Route as Delivered
      • Truck Stop Details Window
      • Redelivery Window
  • Follow Up Deliveries
    • Follow Up Deliveries Window
  • Using Garmin GPS Devices for Delivery
  • Delivery Reports
    • Delivery Zone Report
    • Delivery Report
      • Reprint Route Report
      • Non Routed Orders Report
      • Both Routed and Non Routed Orders Report
      • Delivered Orders Report
      • Delivery Report Window
    • Delivery Trip Analysis Report
    • Delivery Problem Report
  • Downloading Free Construction Updates
  • Wireless Delivery Confirmation
    • Setting Up Wireless Delivery Confirmation
    • Using Wireless Delivery Confirmation
      • Downloading the Route Information to the Phone
      • Receiving Orders on the Phone/Marking Orders Delivered
        • Completing a Route from a Phone
    • Updating Your etrace Phone Software
    • GPS Upgrade
      • Tracking Phone Location (With No Orders Downloaded)
    • IVR
      • Setting Up IVR
      • Activating IVR (Support Assisted)
      • Completing Delivery Routes in Mercury Delivery for IVR
      • Calling in to Receive Orders/Marking Orders Delivered
      • Completing a Route from the Phone

Mercury Marketing

• Mercury Marketing
  • Marketing Letters
  • Marketing Categories
  • Mercury Marketing
    • Creating Direct Mail Marketing Campaigns
    • Creating Other (Third-Party) Marketing Campaigns
    • Scheduling Campaigns
    • Campaign Analysis
    • Deleting Campaigns
    • Marketing Templates
    • Email Marketing Campaigns
    • Mercury Marketing Wizard
      • Welcome Panel
      • Create Campaign Panel
      • Select Target List Panel
      • Key Criteria Panel
      • Output Fields Panel
      • Preview and Edit List Panel
      • Save Campaign Panel
      • All Campaigns Window
      • Add New Referral Code Window
      • Campaign Analysis Window
      • All Criteria Window
      • Selected Criteria Window
      • Campaign Scheduler Window

FTD Mercury Mobile

• FTD Mercury Mobile X4rev
  • Confirming Orders in FTD Mercury Mobile X4rev
  • Viewing Incoming Mercury Messages in FTD Mercury Mobile
  • Viewing Order Information in FTD Mercury Mobile
  • Viewing Delivery Information in FTD Mercury Mobile X4rev
  • Viewing Messages from Mercury Support and Education
  • Configuring FTD Mercury Mobile Settings
  • Dashboard
  • Dashboard Messages
  • Delivery Snapshot
  • Delivery Confirmation
  • Settings

Wire Service Reconciliation

• Wire Service Reconciliation
  • Automatic Reconciliation
  • Manual Reconciliation
  • Editing Previous Wire Reconciliation Batches

Accounts Receivable

• Accounts Receivable
  • Establishing House Accounts
  • Receiving Payments on House Accounts
    • Receive Customer Payment on Account Window
    • Allocating Previous Payments
    • Canceling Payments
  • Statements
    • Generating Statements
    • Searching for Statements
    • Selecting the Preferred Billing Method for a Customer (Email, Fax, and/or Printed Statement)
    • Collecting Email/Fax Information
    • Re-Printing/Re-Faxing/Re-Emailing Statements
    • Validating that Statements Were Emailed or Faxed
    • Generating Invoices
    • Performing Invoice Billing
      • Invoice Billing Window
    • Deleting Finance Charges
    • Renaming Billing Cycles
    • Generate Statements Window
    • Output Statements Window
  • Deleting Finance Charges
    • Finance Charges Window
  • Searching for Statements
    • Statement Search Window
    • View Statements Window
  • Credit and Debit Memos
    • Credit/Debit Memo Window
    • Order Entry Item Window

Business Reports

• Business Reports
  • Abbreviated Customer Master List with Balance Report
  • Abbreviated Customer Master List with Days Late Report
  • Aged Analysis Reports
  • Business Snapshot Report
  • Credit Card Settlement History Report
  • Customer Account Payment Report
  • Customer Master List
  • Employee Analysis Report
  • Life Cycle Report
  • Employee Sales Report
  • Message Report
  • Payment Type Totals Report
  • Product Comparison Report
  • Product Sales Reports
  • Reciprocity Report
  • Report of Orders Filled
  • Sales by Referral Code Report
  • Sales Summary Report
  • Sales Tax Report
  • Standing Order Log Detail Report
  • Standing Order Log Summary Report
  • Tax Exempt Customer Report
  • Ticket Report
  • Wire Reconciliation Report
  • Wire Service Incoming/Outgoing Report

Mercury Accounting and QuickBooks Integration

• Mercury Accounting and QuickBooks Integration
  • Mercury Accounting Main Menu
  • If You Are Already Using QuickBooks
  • Setting Up QuickBooks
  • The Chart of Accounts Wizard
  • The Balance Wizard (Exporting to QuickBooks)
  • General Ledger Export History
  • Using QuickBooks

Fax and Email

• Fax & Email
  • Fax & Email Monitor
  • Logging into the Fax & Email Monitor Application
  • Manually Deleting Email Messages and Faxes
  • Resending a Fax
  • Resending an Email Message
  • Rescheduling Jobs

FTD Document Center

• FTD Document Center
  • Opening the FTD Document Center
  • Creating a New Template
  • Create a New Template Window
  • Opening an Existing Template
  • Customizing Templates
  • Saving the Template
  • Exiting the FTD Document Center

Mercury Administration

• Mercury Administration
  • Accounting Folder
    • HouseAccount Screen
    • Dunning Message Screen
    • Questions Screen
    • Credit Cards Screen
    • Debit Cards Screen
    • Tax Code Screen
    • POS Setting Screen
    • Marketing Screen
    • Store Transfers Screen
  • Communication Folder
    • Email Screen
    • Fax Screen
    • Internet Screen
    • MailServer Screen
    • Mercury Connection Screen
    • Phone Lines Screen
    • Remote Delivery Screen
  • Delivery Folder
    • Delivery Code Screen
    • Delivery Priority Code Screen
    • Delivery Zone Screen
    • Delivery Zone Fees Screen
    • Address Verification Screen
  • Employee Folder
    • Employees Screen
    • Employee Type Screen
    • Job Functions Screen
  • Security Folder
    • License Screen
    • Window Access Screen
    • Audit Trail Screen
  • Store Folder
    • General Screen
    • Wire Code Screen
    • Store Settings Screen
  • System Folder
    • Abbreviation Codes Screen
    • Address Types Screen
    • Reason Code Screen
    • Product Category Screen
    • Referral Codes Screen
    • Phone Types Screen
    • Paid Out/In Types Screen
    • Advanced Settings Screen
  • Printer Settings Folder
    • Form Alignment Screen
    • Printer Routing Screen
    • Default Form Printing Screen
    • Form Format Screen
  • Wire Service Folder
    • WireServices Screen
    • CurrencySettings Screen (available only on Canadian systems)
    • Automatic Order Processing Screen

Dashboard

• Dashboard
  • Dashboard Window
  • Enabling Dashboard
  • Refreshing Dashboard
  • Dashboard Messages
  • Your Message Window
  • Setting the Weather Gadget Location
    • Weather Location Window
  • Specifying the Web Address for My Link to Open
    • My Link Window
  • Configuring the Unattached Mercury Message Alert Threshold
  • About Dashboard Window

Multi-Store Capabilities

• Multi-Store Capabilities
  • Adding New Stores to Multi-Store Environments
  • Employees in Multi-Store Environments
  • Customers in Multi-Store Environments
  • Statements in Multi-Store Environments
  • Order Entry/Point of Sale in Multi-Store Environments
  • Ticket Search in Multi-Store Environments
  • Product Codes and Product Search in Multi-Store Environments
  • Wire Service Reconciliation in Multi-Store Environments
  • Reports in Multi-Store Environments
  • Remote Location Printing in Multi-Store Environments

Web Order Interface

• Web Order Interface
• How Messages are Retrieved from Your Email Account
• Processing Web Orders in FTD Mercury
• Web Order Interface Web Site Requirements

Credit Card Authorization Codes

• Credit Card Authorization Codes
• Address Verification Response Codes

State and Province Abbreviations

• State and Province Abbreviations

Debit Cards

• Debit Cards

Automatic Software Updates

• Automatic Software Updates
• Automatic Software Updates Window
• Checking for Updates
• Pausing Downloads
• Scheduling Installations and Downloads

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