Mercury Connect Training Videos (FTD Mercury X2 Fall)
From FloristWiki
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This page applies only to Mercury Connect users who have been upgraded to FTD Mercury X2 Fall. You can easily tell if you are using FTD Mercury X2 Fall by looking at the Main Menu; if it is Black & Gold, you're on X2 Fall. If it's Blue, you are still using FTD Mercury X1 in the Mercury Connect environment, and you should look at the videos for that version of FTD Mercury.
Mercury Connect training videos are provided in Adobe Flash, Microsoft Windows Media, and Apple QuickTime formats. Flash videos play inline on the page, but are lower resolution; Windows Media and QuickTime videos are downloaded first, but are higher resolution.
Mercury Connect Orientation
| Video Name | Running Time | Streaming Flash Video | Windows Media Video | QuickTime Video |
| FTD Mercury Main Menu Overview | 02:02 | Link | Link | Link |
| Order Entry vs. Point of Sale | 1:35 | Link | Link | N/A |
| Message Center | 02:48 | Link | Link | Link |
| Entering Local Orders | 03:42 | Link | Link | Link |
| Sending Wire Out Orders over the Mercury Network | 03:34 | Link | Link | Link |
| Handling Wire In Orders from the Mercury Network | 02:11 | Link | Link | Link |
| Cash & Carry Sales | 02:45 | Link | Link | Link |
| Getting Help in Mercury Connect | 03:13 | Link | Link | Link |
General Information
| Video Name | Running Time | Streaming Flash Video | Windows Media Video | QuickTime Video |
| Address Verification | 02:13 | Link | Link | Link |
| Changing the FTD Mercury Administrator Password | 02:38 | Link | Link | Link |
| Configuring Printer Form Settings | 02:06 | Link | Link | Link |
| Creating Your Email Cover Letter | 06:26 | Link | Link | Link |
| Customizing Your FTD Mercury Client Configuration | 03:58 | Link | Link | Link |
| FTD Shutdown & FTD Startup | 02:16 | Link | Link | Link |
| Logging in to FTD Mercury | 01:17 | Link | Link | Link |
| Order Entry vs. Point of Sale | 1:35 | Link | Link | N/A |
| Sending Wire Out Orders over the Mercury Network | 03:34 | Link | Link | Link |
| Suspending Your System | 02:54 | Link | Link | Link |
Delivery Confirmations
| Video Name | Running Time | Streaming Flash Video | Windows Media Video | QuickTime Video |
| Configuring Automatic Deliver Confirmations for Wire In Orders | 01:23 | Link | Link | Link |
| Creating Your Email Delivery Confirmation Template | 06:38 | Link | Link | Link |
| Email Monitor | 01:56 | Link | Link | Link |
| Manually Sending Delivery Confirmations for Wire In Orders | 02:53 | Link | Link | Link |
| Setting Up Automatic Email Delivery Confirmation | 01:46 | Link | Link | Link |
Order Management
| Video Name | Running Time | Streaming Flash Video | Windows Media Video | QuickTime Video |
| Assigning Products to Designers | 01:49 | Link | Link | Link |
| Attaching Design Pictures to Orders | 02:30 | Link | Link | Link |
| Canceling Orders in Order Entry | 01:54 | Link | Link | Link |
| Changing the Payment Amount for Credit Card Orders | 02:10 | Link | Link | Link |
| Checking Credit Card Status | 05:23 | Link | Link | Link |
| Checking for Incomplete, Filed, and Pending Orders | 02:01 | Link | Link | Link |
| Copying Tickets | 02:32 | Link | Link | Link |
| Design Center | 03:25 | Link | Link | Link |
| Entering Local Orders | 03:42 | Link | Link | Link |
| Funeral Log | 05:03 | Link | Link | Link |
| Handling Phoned-In Orders | 03:46 | Link | Link | Link |
| Handling Returns & Exchanges | 02:49 | Link | Link | Link |
| Issuing a Refund Using Order Entry | 02:03 | Link | Link | Link |
| Looking Up Abbreviation Codes in Order Entry and Point of Sale | 01:13 | Link | Link | Link |
| Marking Orders Delivered in Ticket Search | 01:29 | Link | Link | Link |
| Marking Pickup Orders as C.O.D. | 03:33 | Link | Link | Link |
| Multi-Ticket Sales | 02:50 | Link | Link | Link |
| Order Life Cycle | 02:13 | Link | Link | Link |
| Partial Refunds | 04:20 | Link | Link | Link |
| Phoning Out Orders | 03:36 | Link | Link | Link |
| Picture Center | 04:23 | Link | Link | Link |
| Searching for Orders and Tickets | 02:56 | Link | Link | Link |
| Sending Wire Out Orders over the Mercury Network | 03:34 | Link | Link | Link |
| Taking Orders for Pickup | 03:53 | Link | Link | Link |
| Ticket Status | 02:47 | Link | Link | Link |
Mercury Message Management
| Video Name | Running Time | Streaming Flash Video | Windows Media Video | QuickTime Video |
| Answering Incoming Ask Messages | 03:16 | Link | Link | Link |
| Canceling a Wire Out Order | 03:05 | Link | Link | Link |
| Confirming an Incoming Cancel Request | 03:16 | Link | Link | Link |
| Creating and Sending Your Received Messages List | 02:16 | Link | Link | Link |
| Denying an Incoming Cancel Request | 03:14 | Link | Link | Link |
| Handling Incoming Price Change Requests | 02:53 | Link | Link | Link |
| Handling Wire In Orders from the Mercury Network | 02:11 | Link | Link | Link |
| Message Center | 02:48 | Link | Link | Link |
| Rejecting Wire In Orders from the Mercury Network | 01:56 | Link | Link | Link |
| Resending Rejected Wire Out Orders | 01:59 | Link | Link | Link |
| Resuming Your Previously Suspended System | 02:28 | Link | Link | Link |
| Sending Ask Messages | 02:46 | Link | Link | Link |
| Sending Price Change Requests | 03:28 | Link | Link | Link |
| Sending Wire Out Orders over the Mercury Network | 03:34 | Link | Link | Link |
| Suspending Your System | 02:54 | Link | Link | Link |
Customer Management
| Video Name | Running Time | Streaming Flash Video | Windows Media Video | QuickTime Video |
| Adding Customers | 02:41 | Link | Link | Link |
| Canceling a House Account Payment | 01:21 | Link | Link | Link |
| Credit & Debit Memos | 02:10 | Link | Link | Link |
| Customer Detail Information | 05:39 | Link | Link | Link |
| Customer Order History | 01:56 | Link | Link | Link |
| Email Monitor | 01:56 | Link | Link | Link |
| Generating Statements | 03:48 | Link | Link | Link |
| Performing Invoice Billing | 01:38 | Link | Link | Link |
| Preventing House Account Charges | 01:51 | Link | Link | Link |
| Receiving Payments in Order Entry | 01:55 | Link | Link | Link |
| Removing Finance Charges | 02:23 | Link | Link | Link |
| Reprinting & Emailing Invoices | 02:20 | Link | Link | Link |
| Searching for Customers | 02:05 | Link | Link | Link |
| Setting Up House Accounts | 02:48 | Link | Link | Link |
FTD Florist Link
| Video Name | Running Time | Streaming Flash Video | Windows Media Video | QuickTime Video |
| Florist Listings in FTD Florist Link | 03:37 | Link | Link | Link |
| Funeral Log | 05:03 | Link | Link | Link |
| Searching for Facilities from the Mercury Main Menu | 03:02 | Link | Link | Link |
| Searching for Facilities in Order Entry or Point of Sale | 02:17 | Link | Link | Link |
| Searching for Florists from the Mercury Main Menu | 03:30 | Link | Link | Link |
| Searching for Florists in Order Entry or Point of Sale | 01:59 | Link | Link | Link |
| Setting the Preferred Status for a Florist in FTD Florist Link | 03:18 | Link | Link | Link |
| Using Advanced Options when Searching for Florists | 04:41 | Link | Link | Link |
Product Management
| Video Name | Running Time | Streaming Flash Video | Windows Media Video | QuickTime Video |
| Adding Products | 02:49 | Link | Link | Link |
| Quick Picks | 02:31 | Link | Link | Link |
| Searching for Products | 01:53 | Link | Link | Link |
Dashboard
| Video Name | Running Time | Streaming Flash Video | Windows Media Video | QuickTime Video |
| Checking for Mercury Network Connectivity Using Dashboard | 02:06 | Link | Link | Link |
| Customizing the Dashboard | 02:40 | Link | Link | Link |
| Dashboard Indicators | 02:56 | Link | Link | Link |
| Dashboard Messages | 01:34 | Link | Link | Link |
| Dashboard Overview | 02:04 | Link | Link | Link |
| Dashboard Status | 02:17 | Link | Link | Link |
Point of Sale
| Video Name | Running Time | Streaming Flash Video | Windows Media Video | QuickTime Video |
| Canceling and Refunding Orders in Point of Sale | 02:51 | Link | Link | Link |
| Cash & Carry Sales | 02:45 | Link | Link | Link |
| Entering the Opening Balance in Point of Sale | 01:40 | Link | Link | Link |
| Issuing a Refund Using Point of Sale | 02:51 | Link | Link | Link |
| No Sale Transactions | 01:11 | Link | Link | Link |
| Performing a Z-Out at the End of the Day | 02:28 | Link | Link | Link |
| Receiving Payments in Point of Sale | 02:18 | Link | Link | Link |
| Reprinting Receipts | 01:50 | Link | Link | Link |
| Selling & Loading Gift Cards | 02:06 | Link | Link | Link |
| Using Point of Sale for Paid in and Paid Out Transactions | 02:11 | Link | Link | Link |
Reports
| Video Name | Running Time | Streaming Flash Video | Windows Media Video | QuickTime Video |
| Aged Analysis Report | 01:44 | Link | Link | Link |
| Credit Card Settlement History Report | 02:18 | Link | Link | Link |
| Generating Reports | 02:02 | Link | Link | Link |
| Generating the Customer Life Cycle Report | 03:13 | Link | Link | Link |
| Generating the Order Life Cycle Report | 03:23 | Link | Link | Link |
| Generating Your Sales Overview Using the Balance Wizard | 04:05 | Link | Link | Link |
| Sales Summary Report | 02:39 | Link | Link | Link |
| Sales Tax Report | 02:04 | Link | Link | Link |
Marketing
| Video Name | Running Time | Streaming Flash Video | Windows Media Video | QuickTime Video |
| Creating a Holiday Direct Mail Marketing Campaign | 05:59 | Link | Link | Link |
| Creating a Holiday Email Marketing Campaign | 04:52 | Link | Link | Link |
| Creating a Reminder Direct Mail Marketing Campaign | 06:52 | Link | Link | Link |
| Creating a Reminder Email Marketing Campaign | 05:33 | Link | Link | Link |
Administration
| Video Name | Running Time | Streaming Flash Video | Windows Media Video | QuickTime Video |
| Adding Abbreviation Codes | 02:36 | Link | Link | Link |
| Adding Employees | 02:58 | Link | Link | Link |
| Adding Product Categories in Mercury Administration | 01:48 | Link | Link | Link |
| Applying Email Templates in Mercury Administration | 02:33 | Link | Link | Link |
| Audit Trail Examples | 03:49 | Link | Link | Link |
| Configuring Audit Trail in Mercury Administration | 02:23 | Link | Link | Link |
| Configuring Credit Cards in Mercury Administration | 02:07 | Link | Link | Link |
| Configuring House Accounts in Mercury Administration | 04:48 | Link | Link | Link |
| Configuring Point of Sale in Mercury Administration | 02:35 | Link | Link | Link |
| Configuring Printer Routing in Mercury Administration | 02:09 | Link | Link | Link |
| Configuring Store Settings in Mercury Administration | 03:24 | Link | Link | Link |
| Customizing Window Access in Mercury Administration | 01:56 | Link | Link | Link |
| Renaming Billing Cycles | 02:22 | Link | Link | Link |
| Setting Form Printing Defaults in Mercury Administration | 03:10 | Link | Link | Link |
| Updating Tax Codes in Mercury Administration | 01:49 | Link | Link | Link |
