Delivery Confirmation

From FloristWiki

Contents 1 Required Configurations for Delivery Confirmation 1.1 Set Up an Internet Connection 1.2 Configure ISP Information 1.3 Create Delivery Confirmation Email Templates 1.4 Select Delivery Confirmation Templates and Set up Default Email Settings 2 Sending Delivery Confirmation Email Messages 3 Automatically Sending Delivery Confirmation (ANS) Messages 4 Marking Orders Delivered 4.1 Marking Orders Delivered in Order Entry 4.2 Marking Orders as Delivered in Ticket Search

Delivery Confirmation allows you to send a confirmation email message to a customer automatically when an order is marked Delivered. If you have Wireless Delivery Confirmation, drivers mark orders Delivered on wireless phones while they are on route. If you do not have Wireless Delivery Confirmation, drivers mark orders Delivered when they return from the delivery trip.

You can send three types of delivery confirmation email messages: local delivery, outgoing delivered, and outgoing delivered with an Answer message received from the filling florist. In Mercury Administration, you can select different templates for each order type.

Confirmation Email Type	Description
Local Delivery	Delivery confirmation email messages are sent for local delivery orders when orders are marked Delivered in Mercury Delivery, Ticket Search, Message Center, or in the delivery information section of the order.
Outgoing Delivered	For outgoing orders, delivery confirmation email messages are sent when the order is marked Delivered in Mercury Delivery, Ticket Search, Message Center, or in the delivery information section of the order.
Outgoing Delivered with ANS Received	If an ANSwer message is received back from a filling florist, you can select a different email template to use. You may want to use a different template that states that you received a confirmation from the filling florist. The delivery confirmation email is sent when the order is marked Delivered in Mercury Delivery, Ticket Search, Message Center, or in the delivery information section of the order.

Delivery confirmation email messages are sent immediately if you are already connected to the Internet, or if you are not connected, email messages are sent when the polling interval expires (by default, every 20 minutes).

Required Configurations for Delivery Confirmation

Before you can send delivery confirmations, you need to configure several settings:

Set Up an Internet Connection

Your Internet connection must be set up in Mercury Administration. This should have happened during installation (or prior to your installation phone call for Mercury Connect customers).

Configure ISP Information

Set up your ISP information in Mercury Administration. If you do not already have access to the Internet, you have to sign up with an ISP company. You can do this on your own, or the FTD Mercury Assistance Center at 1-800-669-1000 can help you (you can sign up with FTD’s ISP service, FTD InternetLink). An ISP is a company that provides you with the software or access information that enables your computer to connect to the Internet. If you can connect to the Internet, you are already using an ISP.

After signing up with an ISP, you must set up FTD Mercury with your Internet and outgoing mail server information for that ISP.

Create Delivery Confirmation Email Templates

Create your delivery confirmation email templates in the FTD Document Center. Before you can send a delivery confirmation email, you must create at least one email template. The template includes the email text that you want to send to the customer, and can also include graphics and order/customer information.

Select Delivery Confirmation Templates and Set up Default Email Settings

Select your delivery confirmation templates and set up your default email settings in Mercury Administration. When you are finished creating your email templates, you must select which template to use for outgoing and local delivery orders. Also, there are many other defaults that you must set up, like your reply email address, or whether you want to send confirmations NOW or a specified LATER time.

Sending Delivery Confirmation Email Messages

After you have set up your system as indicated in Required Configurations for Delivery Confirmation on page 9–63, you are ready to send delivery confirmation email messages. To send a delivery confirmation in Order Entry or Point of Sale, click Delivery Info to enter the delivery confirmation information. If the customer is set up to receive delivery confirmation email messages (Delivery Confirmation is checked in the General tab of the Customer Detail Information window for the customer), and you have selected the delivery zone for the order, the delivery confirmation fields are active.

If the customer has an email address on file and you have a template selected for local and/or outgoing deliveries in the Email screen in Mercury Administration, then the information should be completed for you automatically. If the information is not complete (for example, you were warned when saving that there is no email address on the customer account), complete the information in this section of the screen as necessary.

The email is sent when the order is marked Delivered. Orders can be marked Delivered in four ways:

• In Truck Return in Mercury Delivery (if you have purchased it)
• In Order Entry or Point of Sale (see Marking Orders Delivered in Order Entry on page 9–65).
• In Ticket Search, if you change the value of the Delivery column for a ticket.
• From Message Center

In Mercury Administration, you have the option to send delivery confirmation email messages NOW or LATER. If you selected LATER, a later time was specified.

To verify that the email was sent, check the Email tab of the Fax & Email Monitor.

Automatically Sending Delivery Confirmation (ANS) Messages

In addition to emailing customers who place orders with you, you can also send a Delivery Confirmation (ANS) message back to a sending florist for wire in orders. This lets the sending florist know their order has been delivered.

To configure FTD Mercury to automatically send a Delivery Confirmation (ANS) message to sending florists when orders have been delivered:

1. On the FTD Mercury Main Menu, in the Search area, click Customer. The Customer Search window opens.
2. In the Customer Name field, enter FTD.
3. Click Search.
4. From the results list, double-click the FTD house account. The Customer Detail Information window opens, displaying the General tab.
5. Ensure the Delivery Confirmation check box is selected.
6. Click Save.

From now on, for all attached incoming wire orders, when you mark the order as delivered in Ticket Search, in Ticket Status, or in Mercury Delivery, a Delivery Confirmation (ANS) message will be sent to the filling florist.

Marking Orders Delivered

There are three main ways you can mark orders delivered:

• If you use Mercury Delivery, you mark orders delivered using Truck Return.
• From the Ticket Status window in Order Entry or Point of Sale
• From Ticket Search

Marking Orders Delivered in Order Entry

If you have Mercury Delivery, the best place to maintain delivery status is from there. However, if you do not use Mercury Delivery, you can also change delivery status via the Ticket Status window.

To mark an order as delivered from the Ticket Status window:

1. Use Ticket Search to locate the ticket and open it in Order Entry.
2. Click Status. The Ticket Status window opens.
3. In the Delivery area, click the Edit button.
4. From the Status list, select Delivered.
5. Click Save to save your changes.
6. Click Escape to close the Ticket Status window.
7. Click Update to update the order (and save your Ticket Status changes).
8. If required, enter your employee name, password, and optionally any notes in the Audit Trail window and click OK.

If the status is blank, the order is available for delivery in Mercury Delivery.

Marking Orders as Delivered in Ticket Search

You can also mark orders as delivered in Ticket Search.

To mark an order as delivered in Ticket Search:

1. On the FTD Mercury Main Menu, in the Search area, click Ticket Search. The Ticket Search window opens.
2. Enter search criteria to locate the ticket and click Search.
3. In the results list, click in the Delivery column for the ticket you want to mark delivered and select Delivered.

If you have Mercury Delivery, you most likely maintain the delivery status of your orders in that application. However if you do want to mark orders Delivered or Not Delivered in Ticket Search, the changes that you make in Ticket Search automatically update the delivery status of orders in Mercury Delivery (and vice versa). Orders that do not have a status set are available for delivery in Mercury Delivery.

If you send delivery confirmation email messages, marking an order Delivered sends the email at that time (or if you specified a LATER time in Mercury Administration, it sends it at that time).