Mercury Direct: Forwarding an Order (FOR Message)

From FloristWiki

The Forward message allows the filling Member to forward an order to an alternate Member for delivery. When you select an alternate Member, the network routes the order and billing to that Member.

Do not forward Mercury orders by telephone. If you do, you will remain the filling Member on the Clearing House billing statement. Using the Forward message allows the network to reassign the order to the Member actually filling the order. This procedure explains how to create a Forward message through a Message Search. By locating the Order message you would like to forward, Mercury Direct will complete most of the Forward message for you.

1. From the Mercury Direct main menu, click Forward an Order OR From the menu bar, click Order, then click Forward an Order (FOR).
2. Click the magnifying glass icon next to the Order Number field. The Message Search window opens.
3. By default Message Search will list all incoming and outgoing orders if you click Search. Click Search to list all incoming and outgoing orders, or specify additional information to narrow your search, and then click the Search button. (See “Message Search” on page 55 for more information on Message Search.)
4. When you locate the order that you would like to forward, highlight the order and then click Select. The Forward message will reappear with most of the information completed for you.
5. In the Reason Type field, click the down arrow and select your reason for forwarding this order.
6. Add notes as needed in the Reason or Note Text field.
7. Type your name in the Operator field.
8. In the Other Florist Information section, select the florist to whom you would like to forward the order. To do this, either type the florist code in the Florist Code field, or click the magnifying glass icon to access a Florist Search. If you are searching for the new filling florist, locate and select the florist so that the florist’s information populates the fields in the Forward message. (See “Florist Search/Florist Directory” on page 62 for assistance).
9. Click Submit to send the message during the next Mercury Direct Communications session. If you would like to send the message