FTD Mercury X4 Reference Guide Table of Contents

From FloristWiki

Revision as of 15:20, 6 September 2013

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
  • Confirming Orders in FTD Mercury Mobile
  • Viewing Incoming Mercury Messages in FTD Mercury Mobile
  • Viewing Order Information in FTD Mercury Mobile
  • Viewing Delivery Information in FTD Mercury Mobile
  • 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

Back to FTD Mercury Documentation