Performing a Retail ToGo Transaction

From FloristWiki

Contents 1 Entering Information on the Entry Screen 2 Entering Information on the Product Code and Quantity Screen 3 Entering Payment Information 4 Authorizing the Credit Card 5 Capturing the Card Holder Signature 6 Sending a Receipt

This information applies to functionality for FTD Mercury X5 Fall and later.

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You can perform a transaction in the Quick Sale Mobile App from the Entry screen.

Entering Information on the Entry Screen

From the Entry screen, you can enter the product codes, quantities, and prices for a transaction and receive the total due, including tax.

To enter transaction information:

1. Launch the Quick Sale Mobile App.
2. From the Store list at the top of the screen, select the store where you’re performing the transaction. Stores appear in the same order as they do in FTD Mercury.
3. Enter transaction details through one of the following methods:
   • Tap the corresponding product category image for the item in your transaction and complete all fields on the Product Code and Quantity screen.
   • In the appropriate text fields, enter the transaction amount in dollars and cents for each category.

Tap Save to continue to the Tendering Method screen or Cancel to clear all information and return to a new Entry screen.

Entering Information on the Product Code and Quantity Screen

To enter product code and quantity information:

1. From the Entry screen, tap the corresponding product category image for the item in your transaction.

   The Product Code and Quantity screen appears.

2. Tap the Product Code field and enter the product code for your item. You can enter any product codes that you have configured in your system with the exception of coupon or discount codes.

   Default product codes are:

   • QSF: Flowers
   • QSP: Plants
   • QSG: Gifts
   • GSO: Other
3. Tap the Quantity field and enter the item quantity.
4. Tap the Item Price field and enter the price of the item.

Tap Save to save the product information and return to the Entry screen or Cancel to clear all information and return to the Entry screen.

Repeat steps 1 – 5 for each unique item in your transaction.

Entering Payment Information

Third-party swipe devices must be compatible with iOS7 and Android 4.3 mobile devices.

To enter payment information:

1. Perform all necessary steps on the Entry and Product Code and Quantity screens.
2. From the Payment Tender screen, tap the method of payment. The available options are Credit Card or Cash.
3. If you select a cash payment:
   • Tap the Amount Tendered box and enter the cash tendered.

   The amount of change to be returned appears.

   • Tap Cancel to return to the Entry screen, Save to continue to the Receipt screen, or Back to return to the Payment Selection screen.
4. If you select a credit card payment, you can enter details through one of the following methods:
   • Swipe the card via the attached swipe device. The Credit Card Authorization In Progress screen appears.
   • Tap Enter Credit Card Information to manually enter the following card details:
     1. Card Holder
     2. Credit Card Number
     3. Expiration Date
     4. CVV Code (Optional)

Tap Save to validate manually entered card information and progress to the Credit Card Authorization In Progress screen. To cancel the transaction, tap Cancel to return to the Entry screen, or to return to the Payment Selection screen, tap Back.

Authorizing the Credit Card

The card is authorized after the card details have been entered. You do not need to perform any actions to authorize the card.

If the card is authorized, an approved message appears. If the card is not approved, either a declined or error message appears, depending on the reason the card was not approved.

If a declined message appears, you can either swipe or manually enter the card details again, or complete the transaction with an alternate card. If an error message appears, you must close the application and begin the transaction again.

Capturing the Card Holder Signature

You can capture the card holder’s signature after the credit card is authorized.

To capture the card holder's signature:

1. Have the card holder sign with their finger.
2. Tap Clear to clear out the signature and have the card holder sign again.
3. Tap save to save the signature and proceed to the SMS and Email Entry screen.
   

Sending a Receipt

After the payment for the transaction is complete, the SMS and Email Entry screen appears. You can send receipts to the customer’s supplied phone and/or email address.

To send a receipt:

1. Check the box next to the type of receipt you would like to send. You can send a text receipt to the customer’s phone and/or a receipt to the customer’s email address.
2. For each field you have checked, provide the customer’s phone number or email address. If your device allows, you can enter multiple email addresses.
3. Tap Send to send the selected receipts or Skip if the customer does not require a receipt.