Assigning Products to Designers

From FloristWiki

The first step in assigning designers to products is to locate orders that currently have not been designed and do not have designers assigned. You then assign designers to the products in these orders.

Contents 1 Searching for Undesigned and Unassigned Orders 2 Assigning Products to Designers 3 Assigning Products to Designers Using Order Numbers 4 Assigning Products and Marking Products Designed Simultaneously

Searching for Undesigned and Unassigned Orders

You use the Design Center window to search for undesigned and unassigned orders.

To search for unassigned orders:

1. On the FTD Mercury Main Menu, click Designer. The Design Center window opens. The Design Center automatically displays unassigned products for your store for the current delivery date.
2. If you are a multi-store shop and want to search for unassigned orders at another store, from the Store list, either select the store where the product is being designed, or select All Stores to locate unassigned orders at any store.
3. If you want to search for unassigned orders for another delivery date, in the Delivery Date field, select the delivery date for the orders.
4. In the assignment status options, select Not Assigned and Not Designed. Ensure Assigned and Designed are cleared.
5. Click Search.

The results list displays all products for the selected delivery date that are not assigned and not designed. These are the products that you need to assign to your designers.

Assigning Products to Designers

After you have located unassigned products, you can assign them to designers.

To assign a product to a designer: 1 With the results list displaying unassigned products, click in the Designer column for a product. 2 From the list of available designers, select a designer for this item. You can also assign a designer by highlighting the row and then scanning an employee ID with your bar code scanner. 3 If there are multiple products in the ticket that need to be assigned to designers, you are asked if you want to assign all products to the same designer. Click Yes to assign all products in that ticket to the same designer, or No to only assign the current product.

NOTE: If other products in the ticket have already been assigned to other designers, selecting Yes will not change the designer. It only assigns currently unassigned items on the ticket to the designer.

Assigning Products to Designers Using Order Numbers

If you know the order number, you can easily assign all products from that order to a designer.

To assign a product to a designer using the order number:

1. On the FTD Mercury Main Menu, click Designer. The Design Center window opens.
2. From the Designer list, select the designer.
3. Select the Assign Order # to Designer check box.
4. In the Order # field, enter the order number. You can also use a bar code scanner to enter the order number.

When you press ENTER or TAB, the order is assigned to the designer.

Assigning Products and Marking Products Designed Simultaneously

Although you may attempt to keep up with your product assignment to designers, you may at some point need to simultaneously assign a product and mark it as designed.

To simultaneously assign a product to a designer and mark it designed:

1. On the FTD Mercury Main Menu, click Designer. The Design Center window opens.
2. From the Designer list, select the designer.
3. Select the Assign Order # to Designer check box.
4. Select the Mark Order # Designed check box.
5. In the Order # field, enter the order number. You can also scan the bar code for the order.

When you press ENTER or TAB, the order you entered is assigned to the designer and marked as designed.