Filing Incomplete Orders

From FloristWiki

There may be times you need to file an order to complete later. Usually, this is because you need to move on to another order before you have all the information for the order you are currently viewing, need to free up the computer, etc. In any case, you need to stop working on an incomplete order, and intend to go back to it again in the future.

IMPORTANT: You should not file orders for pickup; instead, select a pickup zone for orders that you have payment information for (via credit card or house account payment), or create a C.O.D. order for pickup orders that will be paid for when the customer picks up the order.

If you attempt to file an order which has both a customer and recipient, and the delivery zone is blank, you are prompted to enter a delivery zone prior to filing. If the order is missing either the customer or recipient, the delivery zone is automatically set to N/A.

IMPORTANT: You cannot file an order in Order Entry if you have not entered a customer. The File button is disabled until that point.

When you file an order, an invoice will print with the word FILED.

To file an order:

1. While in Order Entry or Point of Sale, click File.
2. When asked if you want to print an invoice, click Yes to print the invoice with as much information as you have already entered, or click No to continue without printing. The invoice will include the time the order was entered, and the word FILED.
3. If required, enter your employee name, password, and optionally any notes in the Audit Trail window and click OK.

NOTE: Recipient information is saved only if you have specified a customer for the order.

Locating Filed Orders

To find an order you have filed:

1. On the FTD Mercury Main Menu, in the Search area, click Ticket. If you are in Order Entry or Point of Sale, click Lookup.
2. Select the Order Status check box and select Filed as the status.
3. Ensure all other check boxes are cleared and click Search.
4. In the results list, double-click on the ticket you want to open. Order Entry or Point of Sale opens (depending on where the order was originally entered).

Once you have located the ticket, you can continue working on it as you would any other ticket.

Deleting Previously Filed Orders

To delete a previously filed order:

1. On the FTD Mercury Main Menu, in the Search area, click Ticket. If you are in Order Entry or Point of Sale, click Lookup.
2. Select the Order Status check box and select Filed as the status.
3. Ensure all other check boxes are cleared and click Search.
4. In the results list, double-click on the ticket you want to open. Order Entry or Point of Sale opens (depending on where the order was originally entered).
5. Click Delete Order.
6. Confirm that you want to delete the order.