Funeral Log (FTD Mercury X)
From FloristWiki
Contents |
Description
The Funeral Log in FTD Mercury allows you to enter details about a funeral, such as the name of the recipient, funeral home, and viewing and service date and time. You can then use the funeral details to complete recipient information for orders related to the funeral. When you populate the recipient of an order from the Funeral Log, the order is associated with the funeral. You can then generate an acknowledgement report showing all orders associated with the recipient/funeral to provide to the funeral home or family of the recipient.
Using the Funeral Log speeds up Order Entry and Point of Sale for funeral orders because you can enter funeral information once and use it for multiple sales. Creating an Acknowledgement List using the Funeral Log’s print function enhances your relationship with funeral directors by allowing you to provide them with a report of your deliveries to their facility for a specific funeral.
Windows
Funeral Log Window
You use The Funeral Log window to:
- Search for funerals
- Select recipients to use in Order Entry or Point of Sale
- Add funerals
- Update funeral information
- Print acknowledgements
- Remove funerals
Funeral Log Window Areas
Search Parameter
You can look up funerals that have been added to Funeral Log by searching for the name of the recipient, the name of the funeral home, the start date of the funeral, or the city and state where the funeral home is located. If multiple parameters are entered, the list of funerals displayed will contain only the funerals that match all parameters. To sort the results, click on a column header in the funeral list.
Example: To search for all funerals held during a particular week at a specific funeral home, enter the date for the beginning of the week and the name of the facility.
