Maintaining Credit Card Information

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Revision as of 16:41, 14 February 2011

Each credit card the customer has used in Order Entry and Point of Sale is listed, along with the name on the card, its type, account number, and expiration date. This tab can be used to add and remove credit card information.

NOTE: Only credit cards that have been processed through FTD Mercury display on this screen. If you receive an incoming order from FOL or FAH, the credit card information does not display on this screen for the customer until you process the transaction.

To locate a credit card used by a customer in your system:

1. On the FTD Mercury Main Menu, in the Search area, click Customer and perform a Customer Search.
2. When found, double-click on the customer’s name in the list to open the Customer Detail Information window.
3. Click the Credit Cards tab.

Adding Credit Cards

To add a credit card:

1. With the Customer Detail Information window open, click the Credit Cards tab.
2. Click Add. The Customer Credit Card window opens.
3. In the Name field, type the name of the cardholder.
4. In the Number field, type the credit card number displayed on the front of the card. The Type field fills in automatically.
5. In the Expiration date field, highlight the month and click the up and down arrows until the expiration month matches the expiration month on the front of the card. Do the same for the year.
6. Click Save.
7. If required, enter your employee name, password, and optionally any notes in the Audit Trail window and click OK.
8. Click Escape to close the window and return to the Credit Cards tab of the Customer Detail Information window.

Removing Credit Cards

To remove a credit card:

1. In the list, select the credit card you wish to remove.
2. Click Remove.
3. Click Save.
4. If required, enter your employee name, password, and optionally any notes in the Audit Trail window and click OK.

Editing Credit Cards

To edit a credit card:

1. Double-click on the credit card in the list to display a pop up window.
2. Make changes to the credit card record in the pop up window.
3. Click Save.
4. If required, enter your employee name, password, and optionally any notes in the Audit Trail window and click OK.