Entering Orders for Local Delivery

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Revision as of 14:51, 14 February 2011

There are slight differences in entering orders for local delivery depending on whether you are using Point of Sale or Order Entry. Generally, if the customer is present, you should use Point of Sale.

Contents 1 Entering Orders for Local Delivery in Point of Sale 2 Entering Orders for Local Delivery in Order Entry 3 Entering Local Deliveries as C.O.D. Orders 3.1 Completing C.O.D. Orders when the Driver Returns

Entering Orders for Local Delivery in Point of Sale

To enter an order for local delivery 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 name, phone number, or credit card number to look up the customer. You can also use the Search button (…) to perform a customer search. If this is a new customer, when you enter the customer’s name, you will be prompted to enter the customer’s information.
4. By default, billing address from the customer’s information is already displayed. However, if you need to specify an address only for this order, click Invoice Only and enter the address.
5. In the Recipient area, enter recipient information (you can also use abbreviation codes). You can also use the Funeral Log or Facility Search buttons to enter information about a recipient at a funeral home or facility.
6. In the Delivery area, enter delivery information.
7. In the Card area, enter the card message or use abbreviation codes. If there are multiple recipients, click the Add Recipients button and add the other recipients.
8. From the Occasion list, select the occasion for the order.
9. In the Products grid, enter product information. You can perform a Product Search by clicking the Search button (…). Make sure you enter the Amount and Discount (if any); the Extension (product subtotal) is updated automatically. If there is a second choice, enter it in the Second Choice field.
10. If you have any additional instructions, enter them in the Special Instructions field.
11. Click Payment. The Payments window opens.
12. Enter payment information, and click Complete.
13. If required, enter your employee name, password, and optionally any notes in the Audit Trail window and click OK.

Entering Orders for Local Delivery in Order Entry

To enter an order for local delivery in Order Entry:

1. On the FTD Mercury Main Menu, click Order Entry. The Order Entry 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. If you are configured as a multi-store environment, from the Store Name list, select your store.
4. In the Customer area, enter the customer’s name, phone number, or credit card number to look up the customer. You can also use the Search button (…) to perform a customer search, or scan an customer’s bar code from a statement. If this is a new customer, when you enter the customer’s name, you will be prompted to enter the customer’s information.
5. By default, billing address from the customer’s information is already displayed. However, if you need to specify an address only for this order, click Invoice Only and enter the address.
6. In the Recipient area, enter recipient information (you can also use abbreviation codes). You can also use the Funeral Log or Facility Search buttons to enter information about a recipient at a funeral home or facility.
7. In the Delivery area, enter delivery information.
8. In the Card area, enter the card message or use abbreviation codes. If there are multiple recipients, click the Add Recipients button and add the other recipients.
9. From the Occasion list, select the occasion for the order.
10. In the Products grid, enter product information. You can perform a Product Search by clicking the Search button (…). Make sure you enter the Amount and Discount (if any); the Extension (product subtotal) is updated automatically. If there is a second choice, enter it in the Second Choice field.
11. If you have any additional instructions, enter them in the Special Instructions field.
12. Click Payment. The Payments window opens.
13. Enter payment information, and click Complete.
14. If required, enter your employee name, password, and optionally any notes in the Audit Trail window and click OK.

Entering Local Deliveries as C.O.D. Orders

Although this is a less common scenario, FTD Mercury also enables you to create a local delivery that is a C.O.D. order. It is substantially the same as entering any other local delivery, but instead of clicking Payment, you click C.O.D. to mark the order as C.O.D. in FTD Mercury. The billing invoice will indicate on the delivery slip that this is a C.O.D. order and instructs the driver to collect the order amount when delivering the order (in cash or by check). When your driver returns to the shop, you need to look up the ticket to complete the order.

Completing C.O.D. Orders when the Driver Returns

To complete a C.O.D. order when your driver returns with the collected money:

1. On the FTD Mercury Main Menu, click Point of Sale. The Point of Sale window opens.
2. Click Lookup. The Ticket Search window opens.
3. Enter today’s date and select Delivery Date.
4. Select the Order Type parameter and select the C.O.D. parameter. Ensure all other search parameters are cleared.
5. Click Search.
6. From the results list, double-click on the order you need to complete. The ticket opens in Point of Sale.
7. Click Payment. The Payments window opens.
8. Fill out the Payments window.
9. If required, enter your employee name, password, and optionally any notes in the Audit Trail window and click OK.

The sale is recorded, and the order will no longer be accessible if you search for C.O.D. orders in Ticket Search; it will, however, be available when you search for completed orders.