Delivery Zones

From FloristWiki

You can mantain your delivery zones within Mercury Delivery. (Those customers who do not use Mercury Delivery can use the Delivery Zone screen in Mercury Administration to maintain your delivery zones. Changes made to zones in the Mercury Delivery application are copied to Delivery Zone option in Mercury Administration, and vice versa.) IMPORTANT: You cannot delete a delivery zone on non-canceled orders for the current date or future date. Inactive zones are visible in Mercury Delivery, but cannot be used in delivery routes. Inactive zones do not appear in Order Entry or Point of Sale.

There are three ways that you can create delivery zones in the Mercury Delivery application: by map, ZIP/postal code, or address. In each case, a map is displayed on the screen to help you create your delivery zone. Your store address is also pinpointed on the map.

Contents 1 Creating Delivery Zones 1.1 Creating Delivery Zones by Map 1.2 Creating Delivery Zones by ZIP/Postal Code 1.3 Creating Delivery Zones by Address

Creating Delivery Zones

Although opening the Create Zones window is the same for each zone type (click the Zones button on the toolbar on the Delivery Snapshot window), the procedures for creating each zone type differs substantially. For further information, see the instructions based on the zone type you want to create.

• Creating Delivery Zones by Map
• Creating Delivery Zones by ZIP/Postal Code
• Creating Delivery Zones by Address

NOTE: After creating or editing your delivery zones, a message appears warning you that you must restart FTD Mercury before your changes can take effect. Restarting FTD Mercury allows you to use your new delivery zones in Order Entry and Point of Sale.

Creating Delivery Zones by Map

Creating a delivery zone by map involves actually drawing a zone on a map of your delivery area. If the recipient’s address falls within this delivery area in Order Entry and Point of Sale, the delivery charge associated with the delivery zone is added to the order automatically.

To create a zone by map:

1. Click the Zones toolbar button on the Delivery Snapshot window. The Create Zone window opens.
2. Click Create Zone.
3. At the message Create operation will clear all the data fields in this window. Do you wish to create a new zone? click Yes.
4. In the Zone Name field, enter a name for the delivery zone that will easily identify it in Order Entry and Point of Sale.
5. In the Delivery Charges field, enter the dollar amount that you want to charge for delivering to this area.
6. From the Delivery Type list, select either Local or Wire Out.
7. From the Delivery Tax Code list, you can optionally select a tax code to associate with this zone.
8. In the Zone Creation Type field, click the arrow and select Map.
9. If the map does not display your delivery area, there are three ways that you can zoom to your delivery area:
   • Type the ZIP code in the Type place or address field in the toolbar at the top of the window, then press ENTER. The system zooms to that ZIP code.
   • Select the grab tool to grab and drag the map to your delivery area, or use the zoom bar to zoom in and out until the desired area is displayed. You will want the map zoomed enough to at least see the names of the major streets in the area.
   • Click the Find button to bring you to a desired location. Click the Find button to enter an address that you want the map to jump to. Enter an address in this window, then click Find. The window locates the address, and the program jumps to that location on the map.
10. Next, physically draw the delivery zone area on the map. You can use two tools to draw the delivery area: the Scribble or the Freeform (the other tools such as oval and rectangle are not supported). The Scribble tool is recommended to use if the area is very irregular and jagged; the Freeform tool is recommended to use if the area can be drawn with a series of straight lines.
    

Click the tool that you want to use, then start drawing. The Scribble tool is used by clicking and holding down the mouse button to draw the area. The Freeform tool is used by first clicking a beginning point, then moving your mouse to the next point and clicking again to create a straight line (when you are finished drawing the area with the Freeform tool, double click). This process may take some trial and error; if you make a mistake, press the ESC key while the drawing object is selected to delete it, then begin again.
TIP: When you are finished drawing a delivery area, you can right-click and then select Close Curve from the pop up menu. This ensures that you are closing the circle/square that you have drawn. (You can only use this feature when clicking and dragging to create your delivery area.)

1. When you are finished drawing the delivery zone’s delivery area, click Save. You are alerted that the zone was saved.

The next time you enter the Create Zone window, the delivery zone will be outlined on the map along with the associated delivery charge.

TIP: You can also add a color to a map zone to help you distinguish it from other map zones.

Creating Delivery Zones by ZIP/Postal Code

Creating a delivery zone by postal code allows you to assign the zone to one or more ZIP codes. For example, you can create a delivery zone that delivers to ZIP codes 60563, 60564, and 60565. If the recipient’s address matches one of these ZIP codes in Order Entry and Point of Sale, the delivery charge associated with the delivery zone is added to the order automatically.

To create a zone by a ZIP/postal code:

1. Click the Zones toolbar button on the Delivery Snapshot window. The Create Zone window opens.
2. Click Create Zone.
3. At the message Create operation will clear all the data fields in this window. Do you wish to create a new zone? click Yes.
4. In the Zone Name field, enter a name for the delivery zone that will easily identify it in Order Entry and Point of Sale.
5. In the Delivery Charges field, enter the dollar amount that you want to charge for delivering to this area.
6. From the Delivery Type list, select either Local or Wire Out.
7. From the Delivery Tax Code list, you can optionally select a tax code to associate with this zone. In the Zone Creation Type field, click the arrow and select Postal Code. The Zone Zip Code(s) tab appears on the right side of the window.
8. Enter a ZIP/postal code you want to add in the Zip Code field and click Add. Repeat this step until all the ZIP/postal codes you want included are in the list.
9. When you are finished adding ZIP/postal codes, click Save. You are alerted that the zone was saved.

Creating Delivery Zones by Address

You may want to create a delivery zone with a particular address so that when you enter that address in Point of Sale or Order Entry, a certain delivery charge is added to the order. For example, you might want to charge $8.00 to deliver to your local hospital. When the hospital address is entered in the recipient section of Order Entry or Point of Sale (the hospital is selected from a facility search or the address is typed correctly and verified), the correct delivery zone and charge is selected. By creating a delivery zone with this hospital’s address, the $8.00 delivery charge is added to the order, regardless if this hospital is located within a different delivery zone.

To create a delivery zone by address:

1. Click the Zones toolbar button on the Delivery Snapshot window. The Create Zone window opens.
2. Click Create Zone.
3. At the message Create operation will clear all the data fields in this window. Do you wish to create a new zone? click Yes.
4. In the Zone Name field, enter a name for the delivery zone that will easily identify it in Order Entry and Point of Sale.
5. In the Delivery Charges field, type the dollar amount that you want to charge for delivering to this area.
6. From the Delivery Type list, select either Local or Wire Out.
7. From the Delivery Tax Code list, you can optionally select a tax code to associate with this zone.
8. In the Zone Creation Type field, click the arrow and select Address. The Zone Address section appears on the right side of the window.
9. Enter the address in the Street, City, State/Province, Zip/Postal Code, and Country fields.
10. When you are finished typing the address, click Save. You are alerted that the zone was saved.