FTD Mercury

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[[Image:FTDMX3System.jpg|thumb|FTD Mercury Point of Sale Running FTD Mercury X3]]
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Affordable. Powerful. Easy-to-use. FTD Mercury is a comprehensive shop management solution that cuts overhead, handles day-to-day floral management tasks, and helps you concentrate on customer service and satisfaction. Simplify your business, streamline your workflow, increase sales, and generate more profit—all with FTD Mercury.
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Affordable. Powerful. Easy-to-use. FTD Mercury is a comprehensive shop management solution that cuts overhead, handles day-to-day floral management tasks, and helps you concentrate on customer service and satisfaction. Simplify your business, streamline your workflow, increase sales, and generate more profit - all with FTD Mercury.
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==The Basics==
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* Minimum Requirements and Installation Instructions ([[FTD Mercury X3 Installation Instructions|FTD Mercury X3]] | [[FTD Mercury X3 Fall Installation Instructions|FTD Mercury X3 Fall]])
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*[[FTD Mercury Overview]]
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*[[FTD Mercury Main Menu]]
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*[[Basic Operations]]
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==FTD Wire Orders==
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*[[The Mercury Network]]
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*[[FTD Florist Link|Florist Directory & Search]]
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*[[Mercury Messages]]
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*[[Entering Wire Out Orders]]
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*[[Attaching Incoming Orders|Processing Incoming Wire Orders]]
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==Order Management==
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*[[Entering Orders]]
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*[[Taking Order Payments]]
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*[[Tickets]]
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*[[Standing Orders]]
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*[[Automatic Order Processing]]
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*[[Working with Orders|More...]]
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==Customer Management==
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*[[Searching for Customers]]
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*[[Adding New Customers]]
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*[[Setting Up House Accounts|House Accounts]]
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*[[Viewing Customer Statistics|Customer Statistics]]
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*[[Email Management]]
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*[[Customer Management|More...]]
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==Delivery==
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*[[Delivery Confirmation|Delivery Confirmations]]
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*[[Mapping and Routing Using Mercury Delivery]]
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*[[Delivery Zones]]
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*[[Delivery Zones and Fees|Fees]]
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*[[FTD Mercury Mobile]]
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*[[Mercury Delivery|More...]]
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==Products==
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*[[Product Codes]]
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*[[Searching for Products (FTD Mercury X2)|Searching for Products]]
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*[[Adding New Products]]
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*[[Design Center]]
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*[[FTD Mercury & Your FOL Web Site]]
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*[[Product Maintenance|More...]]
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==Accounting==
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*[[Accounts Receivable]]
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*[[Business Reports]]
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*[[Mercury Accounting and QuickBooks Integration]]
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*[[Wire Service Reconciliation]]
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==Credit & Debit Cards==
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*[[Processing and Settling Credit Cards]]
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*[[Debit Cards]]
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*[[Credit Card Authorization Codes]]
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==Marketing==
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*[[Mercury Marketing]]
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*[[Email Marketing Campaigns]]
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*[[Creating Direct Mail Marketing Campaigns|Direct Mail Marketing Campaigns]]
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*[[Text Message Marketing Campaigns]]
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*[[Marketing|More...]]
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==Event Planner==
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* [[Event Planner: Creating a New Event|Creating a New Event]]
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* [[Event Planner: Generating Proposals|Generating Proposals]]
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* [[Event Planner: Converting Proposals into Orders|Converting Proposals into Orders]]
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* [[Event Planner: Working with Rental Equipment|Working with Rental Equipment]]
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* [[Event Planner: House Accounts and Event Planner|House Accounts and Event Planner]]
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*[[Event Planner|More...]]
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==FTD Mercury Operations==
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*[[Managing Employees]]
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*[[Managing Point of Sale Sessions]]
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*[[Dashboard]]
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*[[Automatic Software Updates]]
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*[[Multi-Store Capabilities]]
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*[[Web Order Interface]]
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*[[FTD Document Center]]
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*[[Fax & Email]]
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*[[Mercury Administration]]
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==Full FTD Mercury Documentation==
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* [[FTD Mercury X3 & X3 Fall Reference Guide Table of Contents|FTD Mercury X3 & X3 Fall Documentation]]
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* [[FTD Mercury X3 Training Videos|training videos]] are available.
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* FTD Mercury X2 Fall documentation can be accessed from within FTD Mercury by pressing F1 on your keyboard or from the Help menu on the FTD Mercury Main Menu.
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* [[FTD Mercury X2 Fall Training Videos|Training videos]] are available for quick reference subjects.
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* [[FTD Mercury Documentation|More...]]
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==Imagemap==
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<imagemap>
<imagemap>
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Image:MercTechUOverviewGraphic.png|alt=Merc Tech U Overview
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Image:MercTechUGraphic_X4rev.png|alt=Merc Tech U Overview
default [[FTD Mercury|FTD Mercury]]
default [[FTD Mercury|FTD Mercury]]
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rect 125 35 385 50 [[FTD Florist Link]]
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rect 125 35 385 50 [[FTD Mercury Mobile Delivery Routes Screen]]
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rect 125 51 385 65 [[SMS Text Messaging]]
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rect 125 51 385 65 [[FTD Mercury Mobile Route Details Screen]]
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rect 125 66 385 80 [[Event Planner]]
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rect 125 66 385 80 [[FTD Mercury Mobile Order Detail Screen]]
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rect 125 81 385 95 [[Additional FTD Mercury X3 Fall Enhancements]]
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rect 125 96 385 110 [[FTD Mercury Mobile Directions Screen]]
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rect 525 35 686 50 [[FTD Mercury X4 Installation Instructions]]
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</imagemap>
</imagemap>
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==New & Enhanced==
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==New & Enhanced in FTD Mercury X6==
If you're upgrading from an older version of FTD Mercury, there are exciting new enhancements that have been added to help you manage your business even better!
If you're upgrading from an older version of FTD Mercury, there are exciting new enhancements that have been added to help you manage your business even better!
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Support for MapPoint Replacement within [[Mercury Delivery]]. The X6 MapPoint Replacement retains the core functionality of the now-retired Microsoft MapPoint product, and introduces key new functionality related to [[Working with Pushpins|pushpins]].
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==New & Enhanced in FTD Mercury X4==
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FTD Mercury X4 is compatible with Windows 8, and includes a mobile delivery component&mdash;FTD Mercury Mobile Plus (X4). Mobile Plus (X4) includes time-saving features such as:
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*[[FTD Mercury Mobile Delivery Routes Screen|Delivery Routes]]: See routes, stops, and orders and mark them delivered.
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*[[FTD Mercury Mobile Map Screen|Map]] View a map of the route from your truck to a selected recipient.
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*[[FTD Mercury Mobile Directions Screen|Directions]]: View the estimated distance and travel time, along with turn-by-turn directions to the recipient's address.
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*[[Delivery Confirmation|Real-time Delivery Updates]]: Mark delivery status from your phone and automatically update the delivery status at your shop.
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{|
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|-
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|[[Image:NoteIcon.png]]
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*You must be using FTD Mercury X4 or later and Mercury Delivery to use FTD Mercury Mobile with Delivery Routing.
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*When upgrading to FTD Mercury Mobile Plus (X4) from either FTD Mercury Mobile X3 or X3 Fall, completely uninstall X3 or X3 Fall from your mobile device before you install X4 on the device.
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|}
===New & Enhanced in FTD Mercury X3 Fall===
===New & Enhanced in FTD Mercury X3 Fall===
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FTD Mercury X3 Fall's centerpiece feature is the [[Event Planner]]. In addition, there are several other [[Additional FTD Mercury X3 Fall Enhancements|minor features and enhancements]]. Additionally, in May 2012, [[SMS Text Messaging|SMS text messaging]] support was added. In September 2012, [[FTD Florist Link]] was significantly enhanced.
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FTD Mercury X3 Fall's centerpiece feature is the [[Event Planner]]. In addition, there are several other [[Additional FTD Mercury X3 Fall Enhancements|minor features and enhancements]]. In September 2012, [[FTD Florist Link]] was significantly enhanced.
===New & Enhanced in FTD Mercury X3===
===New & Enhanced in FTD Mercury X3===
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*[[FTD Mercury Mobile]] - allows you to keep up with your business from selected smartphones. You can get access to your Dashboard, as well as confirm deliveries on the go.
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*[[FTD Mercury Mobile|FTD Mercury Mobile (X3)]] - allows you to keep up with your business from selected smartphones. You can get access to your Dashboard, as well as confirm deliveries on the go.
*[[Order Confirmations]] - enables you to provide excellent customer service by confirming orders when they're received.
*[[Order Confirmations]] - enables you to provide excellent customer service by confirming orders when they're received.
*[[Email Management]] - You now have access to additional email management tools, including the ability to have different email addresses for invoices, delivery confirmations, order confirmations, and statements. You can even [[Emails and Confirmations Window#Sending a Personal Email Message|send personal email messages]] to customers. If you keep multiple contacts for customers, you can enter email addresses for those contacts and that email address will automatically override the customer's email address.
*[[Email Management]] - You now have access to additional email management tools, including the ability to have different email addresses for invoices, delivery confirmations, order confirmations, and statements. You can even [[Emails and Confirmations Window#Sending a Personal Email Message|send personal email messages]] to customers. If you keep multiple contacts for customers, you can enter email addresses for those contacts and that email address will automatically override the customer's email address.
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*[[Address Verification]] is now Web-based.
*[[Address Verification]] is now Web-based.
*[[Mercury Administration: Audit Trail Screen|Audit trail]] security has been added for negative value sales, refunds, and updating Prevent House Charges check box in the [[Customer Detail Information Window - House Account Tab|House Account tab]] of the [[Customer Detail Information Window|Customer Detail Information window]].
*[[Mercury Administration: Audit Trail Screen|Audit trail]] security has been added for negative value sales, refunds, and updating Prevent House Charges check box in the [[Customer Detail Information Window - House Account Tab|House Account tab]] of the [[Customer Detail Information Window|Customer Detail Information window]].
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{|
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|- valign="top"
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[[Image:FTDMX3System.jpg|thumb|FTD Mercury Point of Sale Running FTD Mercury X3]]
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[[Image:FTDM_mobile_splash.png|thumb|FTD Mercury Mobile (X3) and Mobile Plus (X4) splash screen]]
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|}

Current revision

Contents

Affordable. Powerful. Easy-to-use. FTD Mercury is a comprehensive shop management solution that cuts overhead, handles day-to-day floral management tasks, and helps you concentrate on customer service and satisfaction. Simplify your business, streamline your workflow, increase sales, and generate more profit—all with FTD Mercury.

FTD Mercury Mobile Delivery Routes ScreenFTD Mercury Mobile Route Details ScreenFTD Mercury Mobile Order Detail ScreenFTD Mercury Mobile Map ScreenFTD Mercury Mobile Directions ScreenFTD Mercury X4 Installation InstructionsFTD Mercury X4 Installation InstructionsFTD Mercury OverviewFTD Mercury Main MenuBasic OperationsThe Mercury NetworkFlorist Directory & SearchMercury MessagesEntering Wire Out OrdersProcessing Incoming Wire OrdersEntering OrdersTaking Order PaymentsTicketsStanding OrdersAutomatic Order ProcessingWorking with OrdersSearching for CustomersAdding New CustomersSetting Up House AccountsViewing Customer StatisticsEmail ManagementCustomer ManagementProduct CodesSearching for Products (FTD Mercury X2)Adding New ProductsDesign CenterFTD Mercury & Your FOL Web SiteProduct MaintenanceDelivery ConfirmationMapping and Routing Using Mercury DeliveryDelivery ZonesDelivery Zones and FeesFTD Mercury MobileMercury DeliveryMercury MarketingEmail Marketing CampaignsCreating Direct Mail Marketing CampaignsText Message Marketing CampaignsMarketingAccounts ReceivableBusiness ReportsMercury Accounting and QuickBooks IntegrationWire Service ReconciliationProcessing and Settling Credit CardsDebit CardsCredit Card Authorization CodesCreating a New EventGenerating ProposalsConverting Proposals into OrdersWorking with Rental EquipmentHouse Accounts and Event PlannerEvent PlannerManaging EmployeesManaging Point of Sale SessionsDashboardAutomatic Software UpdatesMulti-Store CapabilitiesWeb Order InterfaceFTD Document CenterFax & EmailMercury AdministrationFTD Mercury X4 Reference Guide Table of ContentsFTD Mercury X3 & X3 Fall Reference Guide Table of ContentsFTD Mercury X3 Fall Training VideosFTD Mercury DocumentationFTD Mercury#New & EnhancedFTD Mercury#New & EnhancedBasic OperationsBasic OperationsAttaching Incoming OrdersAttaching Incoming OrdersWorking with OrdersWorking with OrdersCustomer ManagementCustomer ManagementProduct MaintenanceProduct MaintenanceMercury DeliveryMercury DeliveryMarketingMarketingMercury Accounting and QuickBooks IntegrationMercury Accounting and QuickBooks IntegrationProcessing and Settling Credit CardsProcessing and Settling Credit CardsEvent PlannerEvent PlannerFTD MercuryFTD MercuryFTD Mercury X3 & X3 Fall DocumentationFTD Mercury X4 Documentation
alt=Merc Tech U OverviewAbout this image

New & Enhanced in FTD Mercury X6

If you're upgrading from an older version of FTD Mercury, there are exciting new enhancements that have been added to help you manage your business even better!

Support for MapPoint Replacement within Mercury Delivery. The X6 MapPoint Replacement retains the core functionality of the now-retired Microsoft MapPoint product, and introduces key new functionality related to pushpins.

New & Enhanced in FTD Mercury X4

FTD Mercury X4 is compatible with Windows 8, and includes a mobile delivery component—FTD Mercury Mobile Plus (X4). Mobile Plus (X4) includes time-saving features such as:

  • Delivery Routes: See routes, stops, and orders and mark them delivered.
  • Map View a map of the route from your truck to a selected recipient.
  • Directions: View the estimated distance and travel time, along with turn-by-turn directions to the recipient's address.
  • Real-time Delivery Updates: Mark delivery status from your phone and automatically update the delivery status at your shop.
Image:NoteIcon.png
  • You must be using FTD Mercury X4 or later and Mercury Delivery to use FTD Mercury Mobile with Delivery Routing.
  • When upgrading to FTD Mercury Mobile Plus (X4) from either FTD Mercury Mobile X3 or X3 Fall, completely uninstall X3 or X3 Fall from your mobile device before you install X4 on the device.

New & Enhanced in FTD Mercury X3 Fall

FTD Mercury X3 Fall's centerpiece feature is the Event Planner. In addition, there are several other minor features and enhancements. In September 2012, FTD Florist Link was significantly enhanced.

New & Enhanced in FTD Mercury X3


FTD Mercury Point of Sale Running FTD Mercury X3
FTD Mercury Point of Sale Running FTD Mercury X3
FTD Mercury Mobile (X3) and Mobile Plus (X4) splash screen
FTD Mercury Mobile (X3) and Mobile Plus (X4) splash screen
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