Entering Carry Out Orders

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Revision as of 14:50, 14 February 2011

Although you can enter carry out orders in both Order Entry and Point of Sale, FTD strongly recommends entering all carry out orders in Point of Sale so you have access to the receipt printer and cash drawer.

Entering Carry Out Orders in Point of Sale

To enter a carry out order in Point of Sale:

1. On the FTD Mercury Main Menu, click Point of Sale. The Point of Sale window opens.
2. From the Employee list, select your employee name. You can also use your bar code scanner to enter the employee name. Scan the employee ID, and the employee will be selected.
3. In the Customer area, enter the customer’s information.
   NOTE: In Point of Sale, you can leave the Customer field empty to use the default Point of Sale customer (usually Cash Sales).
4. Ensure you have selected a delivery zone (even if the zone is N/A).
5. In the Product area, enter product information.
6. If there is a card message, enter it in the Card area.
7. From the Occasion list, select the occasion for the purchase.
8. Click Complete. The Payments window opens.
9. From the Referral Code list, select the marketing method that generated this order (if any).
10. In the Payments area, enter payment information.
11. Click Complete to complete the sale, or click Save to save payment information and return to the Point of Sale window.
12. If required, enter your employee name, password, and optionally any notes in the Audit Trail window and click OK.

Once the sale is complete the customer receipt prints out. If your system is set up to process credit card transactions and the payment used a credit card, or if the payment is on a house account, two additional receipts print with signature lines. The customer should sign the store copy and keep the customer copy.

Invoices, such as the billing invoice and worksheet, will print according to settings in Mercury Administration. IMPORTANT: If the payment was on a credit card and the credit card was declined, neither the invoice nor the receipt will print. Instead, you will receive an on-screen message letting you know and allowing you to enter a different credit card or payment information.