Order Life Cycle

From FloristWiki

Contents 1 Tracking Order Life Cycle 2 Order Life Cycle Messages 3 Order Life Cycle Entries for Local Events 3.1 Filed Orders 3.2 Completed Orders 3.3 Incomplete Orders 3.4 Updated Orders 3.5 Printed/Faxed/Emailed Invoices 3.6 Refunds 3.7 C.O.D. Orders 3.8 Canceled, Voided, or Deleted Orders 3.9 Other Updates 4 Retention of Order Life Cycle Messages 5 Order Life Cycle Details Report 5.1 Printing Order Life Cycle Details

Order Life Cycle in FTD Mercury tracks the status of wire out orders sent to filling florists over the Mercury Network. You can also use it to track the status of a local order. For orders that originate in your shop and are wired out, it is possible to have information tracked for both your portion of the transaction as well as the filling florist’s portion.

IMPORTANT: Both your system and the filling florist’s system must be running FTD Mercury X1 or later to view a filling florist’s order life cycle details.

Tracking Order Life Cycle

You must have already created an order (either local or wire out) to view order life cycle messages. These messages are displayed in the Ticket Status window, accessible via Order Entry or Point of Sale.

NOTE: Order life cycle information cannot be edited.

To view the life cycle of an order:

1. On the FTD Mercury Main Menu, in the Search area, click Ticket. The Ticket Search window opens.
2. Enter search criteria to locate the ticket, and click Search.
3. Double-click on the ticket in the results list. Depending on your system and where the order was originally entered, the Order Entry window or Point of Sale window opens.
4. Click the Status button. The Ticket Status window opens.

The Order Life Cycle area displays the order life cycle messages in reverse chronological order (that is, the most recent is listed at the top).

Order Life Cycle Messages

Messages for order life cycle are created when the following events occur:

• When an order is received over the Mercury Network
• When an order is attached
• When an order is printed (invoice or worksheet) and the printer it was printed on
• When an order is marked as assigned and designed
• When an order is marked as on the truck (including the delivery driver name)
• When an order is marked delivered, and any delivery notes for the order
• When an order is marked with a reason code (the reason code text is included with the message (this can be either that an order was delivered or it was not delivered), and any delivery notes for the order
• When the order life cycle status is viewed (only for your local shop and not for the filling florist for wire out orders)

When an order contains multiple products that are assigned and designed, the message will not be sent until all products on that order have been assigned or designed.

Order Life Cycle Entries for Local Events

The following order life cycle events are tracked for local events:

Filed Orders

For filed orders, the following entries are recorded:

• The order was filed
• If the filed order was printed, the copy number, the forms printed, and the printer name

Completed Orders

For completed orders, the following entries are recorded:

• The order was completed, including the payment method
• If the order was printed, the copy number, the forms printed, and the printed name
• If the order was transferred, the store to which the order was transferred

Incomplete Orders

For incomplete orders, the following entries are recorded:

• The reason for the incomplete order (declined credit card, no florist information, or credit card error)
• If there was a processing issue resulting in a pending credit card authorization, a processing time out

Updated Orders

For updated orders, the following entries are recorded:

• Any changes to the store, employee, customer, recipient, delivery method and date, florist, product, second choice, special instructions, notes, card message, or confirmation
• Any change to payment information, including payment method, or any credit card fields changed
• Any changes to referral or marketing information
• Any changes to the delivery status (including the code)
• If the order was transferred, the store to which the order was transferred

Printed/Faxed/Emailed Invoices

For printed, faxed, or emailed invoices, the following entries are recorded:

• Whether the invoice was printed, faxed, or emailed
• If the invoice was printed, the copy number, the forms printed, and the printed name

Refunds

For refunds, the following entries are recorded:

• The dollar amount
• The payment method
• Any notes
• For one-click refunds, the original sale with which the refund is associated

C.O.D. Orders

For C.O.D. orders, the following entries are recorded:

• The dollar amount
• If the order was printed, the copy number, the forms printed, and the printed name
• If the order was transferred, the store to which the order was transferred

Canceled, Voided, or Deleted Orders

For canceled, voided, or deleted orders, the following entries are recorded:

• The dollar amount
• The payment method
• Any notes

Other Updates

Changes to the order made by other parts of FTD Mercury (such as Delivery or Design Center) are also recorded:

• If the order was assigned and to whom
• If the order was designed and by whom
• If the order was marked as delivered (including reason code)
• If the order was marked as undelivered (including the reason code)
• If the credit card was resent or received voice authorization
• If the order is marked on truck, the name of the route
• If comments were entered for deliveries or follow up deliveries

Retention of Order Life Cycle Messages

Order life cycle messages are maintained based on the Months to Hold configuration in the General screen of Mercury Administration. Life cycle messages are not purged until orders are purged from the system.

The report prints on the printer you have configured for general printing. If no printer has been configured for general printing, the report prints on the default Windows printer.

Order Life Cycle Details Report

The Order Life Cycle Details report contains the life cycle details from any order on your system. It includes both status updates made at your store and, if the order was a wire out, the status updates received from the filling florist.

Printing Order Life Cycle Details

You can print the Order Life Cycle Details report for any ticket. This report contains information about the order’s life cycle from your shop and, if this is a wire out order, from the filling florist.

To print the Order Life Cycle Details report:

1. Open the order in Order Entry or Point of Sale.
2. Click the Status button. The Ticket Status window opens.
3. Click Print Life Cycle Detail.