Entering Orders for Pickup
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(New page: Pickup orders are typically phoned in by customers themselves. If you select a pickup delivery zone, FTD Mercury does not require you to enter the customer’s or recipient’s address or ...) |
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#If required, enter your employee name, password, and optionally any notes in the Audit Trail window and click OK. | #If required, enter your employee name, password, and optionally any notes in the Audit Trail window and click OK. | ||
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| + | If the customer is making payment at the time they are placing the order for pickup (that is, they are using a credit card or gift card), do not click COD—click Payment instead and take the payment as you would for other orders. You can still look the order up in Ticket Search using the Pickup criteria. | ||
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==Locating and Completing Pickup Orders== | ==Locating and Completing Pickup Orders== | ||
Current revision
Pickup orders are typically phoned in by customers themselves. If you select a pickup delivery zone, FTD Mercury does not require you to enter the customer’s or recipient’s address or phone number prior to completing or filing the order. All filed orders, regardless of their delivery zone, use Cash Sales as the default customer if no customer has been selected.
To enter an order for pickup:
- On the FTD Mercury Main Menu, either click Order Entry or Point of Sale.
- If you are configured as a multi-store environment, from the Store Name list, select your store (only in Order Entry).
- 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.
- In the Customer area, fill in customer information.
- In the Delivery area, fill out the information, making sure you select a pickup delivery zone.
- Fill out the Card area.
- From the Occasion list, select the occasion for this order.
- In the Products area, enter product information.
- If there are any additional instructions for the order, enter them in the Special Instructions field.
- Click COD. The order is marked in FTD Mercury as a C.O.D. order, which you can later locate using Ticket Search.
- If required, enter your employee name, password, and optionally any notes in the Audit Trail window and click OK.
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If the customer is making payment at the time they are placing the order for pickup (that is, they are using a credit card or gift card), do not click COD—click Payment instead and take the payment as you would for other orders. You can still look the order up in Ticket Search using the Pickup criteria. |
Locating and Completing Pickup Orders
When the customer arrives to pick up the order, you need to locate the ticket. If you marked the order as C.O.D., you also need to collect payment for the order.
To locate a pickup order and complete it:
- On the FTD Mercury Main Menu, click Point of Sale.
- Click the Lookup button. The Ticket Search window opens.
- Select the Type check box and select Pickup as the type.
- Ensure all other parameters are cleared and click Search.
- From the results list, double-click on the order the customer is picking up. The order opens in Point of Sale.
- Click the Payment button. The Payments window opens.
- If the order was not paid for (in the case of C.O.D. orders), the Payments window displays the amount due. Fill out the Payments window, and click Complete.
- If required, enter your employee name, password, and optionally any notes in the Audit Trail window and click OK.
