Routine Procedures in Mercury Direct 4.6

From FloristWiki

Checking for Mercury Direct Connectivity

To check for Mercury Direct Connectivity:

1. On the Mercury Direct Main Menu, click General Message.
2. You need to send a message to FTD Headquarters. In the Florist Code field, enter 90-5034AA.
3. In Message Details, set Priority to X – Express.
4. In Text or Reason, enter "Testing System" and your current time and date. For example, enter "Testing system, 7:30PM 3/10/2011".
5. In the Operator field, enter your name.
6. Click Submit.
7. When you return to the Mercury Direct Main Menu, click Transmit Now.

You should receive a verified copy in 15 minutes. If you don’t, contact Mercury Support.

Loading the FTD Florist Directory

The FTD Florist Directory is provided to you on a CD three times a year. The basic steps you will perform to upgrade the CD:

1. Insert the Mercury Direct CD into the CD-ROM drive.
2. Disable Norton AntiVirus.
3. Close the Mercury Direct client window.
4. Open the Mercury Direct Control Panel from the icon tray.
5. Open the Edit Options window.
6. Select the Directory tab.
7. Load the Directory.
8. Reboot your computer.

Detailed instructions follow.

To load the FTD Directory:

1. Press the F7 key to open the Mercury Direct Control Panel.
2. Click the Edit menu and then click the Options command.
3. In the Edit Options window, click the Directory tab.
4. In the Wire Service area, click FTD.
5. Click Settings. The FTD Directory Settings window opens.
6. Ensure the Directory Available box is checked and the Location is set to On hard drive. Click Update.
7. You will receive a warning to stop other applications and any antivirus software. When you have done this, click Yes.
8. For several minutes, a progress bar window is displayed as the FTD Directory is updated. When you are informed the update has completed successfully, click OK. Another message appears letting you know to store your CD in a safe location. Click OK.
9. Finally, reboot you computer. Once the system comes back up, send a GEN Message to test your system.

Creating Orders

To create an order:

1. On the Mercury Direct Main Menu, click Create an Order.
2. Fill in recipient information.
3. Enter your delivery date.
4. In Special Instructions, enter any special instructions for the order.
5. Enter the price including delivery.
6. For the product, enter the first choice by product code. You can also click the search button (blue magnifying glass) to browse the selections guide and pick the arrangement.
7. Enter the second choice the same way as the first choice.
8. In the Enclosure Card field, enter the enclosure card message.
9. From the Occasion list, select the occasion.
10. In the Operator field, enter your name.
11. In the Filling Florist area, select the florist you want to fill the order. You can either enter the shop code, click Auto Select, or click the search button (blue magnifying glass) to search for a florist manually.
12. Click Submit to send the order.

You will receive a message that your order has been saved and scheduled. If you want to create another order, click Yes to reset the Create an Order screen. Otherwise, click No to return to the Mercury Direct Main Menu. Once you are back at the Mercury Direct Main Menu, click Transmit Now to ensure the order sends immediately (otherwise it will wait until the next polling period, which could be a few minutes).