Mercury Administration: Form Format Screen

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Form Format Screen
Form Format Screen

The Form Format screen allows you to configure the information that FTD Mercury prints on forms. You can configure the following forms:

  • Billing Invoice (Letter)
  • Billing Invoice (Legal)
  • Working Invoice (Letter)
  • Working Invoice (Legal)
  • TriFold Card

When you configure the information that prints on forms, you are configuring it for all forms printed from your store. If you are configured as a multi-store shop, you can configure printing on a per-shop basis.

Billing Invoice (Letter)

The Billing Invoice (Letter) form is used for printing a billing invoice without an attached card. The form is 8½×11 inches, and contains the following sections and options:

Section Information Available to Print
Header
  • Store Name
  • Store Address
  • Order No
  • Bar Code
  • Amount Remitted
  • Delivery Date
  • Time Detail
Sold To
  • Customer Address
  • Customer Phone
  • Ordered By
Deliver To
  • Recipient Address
  • Recipient Phone
Order Info
  • Order No
  • Customer No
  • Order Date
  • Delivery Date
  • Pay Method
  • Sales Person
  • Order Type
  • Copy No
  • Second Choice (for wire orders, this will always print regardless of the setting)
Credit Card
  • Cardholder
  • Number
  • Authorization
Occasion
  • Occasion
  • Card Message
  • Order Notes
Florist Info
  • Florist Code
  • Florist Name
  • Florist City
  • Florist Phone
  • Contact
  • Mercury No
Delivery Slip
  • Order No
  • Delivery Zone
  • Signature Line
  • Products
  • Copy No
  • Bar Code
  • Store Name
  • Recipient Phone

Billing Invoice (Legal)

The Billing Invoice (Legal) form is the legal-sized version (8½×14 inch) of the billing invoice. It includes all of the information on the Billing Invoice (Letter) form, but also includes a quad-fold card. In versions of FTD Mercury prior to 8.0, this was the only invoice available. The sections and options available to print include:

Section Information Available to Print
Header
  • Store Name
  • Store Address
  • Order No
  • Bar Code
  • Amount Remitted
  • Delivery Date
  • Time Detail
Sold To
  • Customer Address
  • Customer Phone
  • Ordered By
Deliver To
  • Recipient Address
  • Recipient Phone
Order Info
  • Order No
  • Customer No
  • Order Date
  • Delivery Date
  • Pay Method
  • Sales Person
  • Order Type
  • Copy No
  • Second Choice (for wire orders, this will always print regardless of the setting)
Credit Card
  • Cardholder
  • Number
  • Authorization
Occasion
  • Occasion
  • Card Message
  • Order Notes
Florist Info
  • Florist Code
  • Florist Name
  • Florist City
  • Florist Phone
  • Contact
  • Mercury No
Delivery Slip
  • Order No
  • Delivery Zone
  • Signature Line
  • Products
  • Copy No
  • Bar Code
  • Store Name
  • Recipient Phone
Card
  • Recipient Phone
  • Delivery Date
  • Time Detail
  • Order No
  • Care Instructions
    Image:NoteIcon.pngWhen you select Sympathy as the Occasion Code in Order Entry or Point of Sale, legal-sized invoices print the acknowledgment address (the sender’s address) instead of the care instructions. Clearing this option does not prevent the acknowledgment address from printing.
  • Guarantee
  • Bar Code
  • Store Name
  • Delivery Zone
  • Rotate 90 Degrees - Allows you to rotate the card message and guarantee 90 degrees clockwise and the care instructions 90 degrees counterclockwise. The address portion of the card does not rotate. If you have a funeral/sympathy card (when the occasion selected in Order Entry or Point of Sale is Sympathy), the care instructions are replaced by they sympathy sender’s address and this text does not rotate.

Working Invoice (Letter)

The Working Invoice (Letter) form (also known as the Worksheet Letter) is an invoice to use internally for a designer. It is printed on letter-sized paper (8½×11 inch) and includes the following sections:

Section Information Available to Print
Header
  • Order No
  • Bar Code
  • Store Name
  • Order Type
  • Delivery Date
  • Time Detail
Order Info
  • Customer Name
  • Customer Phone
  • Ordered By
  • Pay Method
  • Sales Person
  • Occasion
  • Copy No
Florist Info
  • Florist Code
  • Florist Name
  • Florist City
  • Florist Phone
  • Contact
  • Mercury No
Delivery Slip
  • Order No
  • Delivery Zone
  • Signature Line
  • Products
  • Copy No
  • Bar Code
  • Store Name
  • Recipient Phone

Delivery date and day will always print on delivery slips.

Product Info
  • Product Code
  • Product Recipe
  • Second Choice (for wire orders, this will always print regardless of the setting)
  • Order Notes
  • Card Message

Working Invoice (Legal)

The Working Invoice (Legal) form (also known as the Worksheet Legal) is the legal-sized (8½×14 inch) version of the Working Invoice (Letter), and it includes all the information in the letter-sized version plus a quad-fold card. This worksheet includes the following sections:

Section Information Available to Print
Header
  • Order No
  • Bar Code
  • Store Name
  • Order Type
  • Delivery Date
  • Time Detail
Order Info
  • Customer Name
  • Customer Phone
  • Ordered By
  • Pay Method
  • Sales Person
  • Occasion
  • Copy No
Florist Info
  • Florist Code
  • Florist Name
  • Florist City
  • Florist Phone
  • Contact
  • Mercury No
Delivery Slip
  • Order No
  • Delivery Zone
  • Signature Line
  • Products
  • Copy No
  • Bar Code
  • Store Name
  • Recipient Phone

Delivery date and day will always print on delivery slips.

Card
  • Recipient Phone
  • Delivery Date
  • Time Detail
  • Order No
  • Care Instructions
    Image:NoteIcon.pngWhen you select Sympathy as the Occasion Code in Order Entry or Point of Sale, legal-sized invoices print the acknowledgment address (the sender’s address) instead of the care instructions. Clearing this option does not prevent the acknowledgment address from printing.
  • Guarantee
  • Bar Code
  • Store Name
  • Delivery Zone
  • Rotate 90 Degrees - Allows you to rotate the card message and guarantee 90 degrees clockwise and the care instructions 90 degrees counterclockwise. The address portion of the card does not rotate. If you have a funeral/sympathy card (when the occasion selected in Order Entry or Point of Sale is Sympathy), the care instructions are replaced by they sympathy sender’s address and this text does not rotate.
Product Info
  • Product Code
  • Product Recipe
  • Second Choice (for wire orders, this will always print regardless of the setting)
  • Order Notes
  • Card Message

Trifold Card

The TriFold Card form in FTD Mercury allows you to print on a 4×9½-inch trifold card. The card itself consists of three sections. The upper section (3×4 inches) is for the card message. The middle section (3¼×4 inches) is for care instructions. The bottom section (3¼×4 inches) is for the recipient name and address.

Image:NoteIcon.pngTrifold cards require a printer capable of handling the smaller paper size. For more information, contact FTD Technology Sales at 1-800-767-3222 or email TechSales@FTDi.com.

By default, FTD Mercury leaves a ¼ inch border on all sides of the card message section so you can use imprinted cards for you shop. Additionally, FTD Mercury leaves a ½ inch border at the bottom of the recipient section so you can use cards with your store logo (if desired).

There is only one section available to print for the TriFold card: Card. You can select whether you want to print the following information:

  • Recipient Phone
  • Delivery Date
  • Time Detail
  • Delivery Zone
  • Order No
  • Care Instructions
    Image:NoteIcon.pngWhen you select Sympathy as the Occasion Code in Order Entry or Point of Sale, legal-sized invoices print the acknowledgment address (the sender’s address) instead of the care instructions. Clearing this option does not prevent the acknowledgment address from printing.
  • Bar Code
  • Store Name
  • Borders
  • Center Tray - When this option is selected, FTD Mercury assumes the card is in the center of a tray. When cleared, FTD Mercury assumes the card is in the left side of the tray. Configure this setting as appropriate for your card stock location in the tray.

By default, all information will print for the TriFold Card form except for Borders. If you do not print borders, you can easily use imprinted paper for your trifold cards.

Image:ImportantInfoIcon.pngGuarantees, available on cards for the Billing Invoice (Legal) and Working Invoice (Legal), are not available for the TriFold Card form.

Accessing the Form Format Screen

To access the Default Form Printing screen in Mercury Administration:

  1. Launch Mercury Administration.
  2. Double-click Mercury Administration in the explorer pane.
  3. Double-click the Printer Settings folder.
  4. Double-click Form Format. The Form Format screen opens.

Configuring Information to Print in Forms

To configure the information that prints in a form:

  1. Access the Form Format screen in Mercury Administration.
  2. If you are configured as a multi-store, from the Store Name list, select the store for which you are configuring the form.
  3. From the Form Name list, select the form you are configuring.
  4. From the Select Section list, select the section on the form you want to configure. Information that you can print appears in the list on the right. If you want the information to print on the form, select the appropriate box; clear boxes if you want information to be omitted from the form. Repeat for other sections.
  5. Click Apply to save your changes.

You will have to restart FTD Mercury clients for your changes to be reflected. The changes you made affect all orders printed on the form you configured for the selected store.

Retrieved from "http://floristwiki.ftdi.com/index.php/Mercury_Administration:_Form_Format_Screen"
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