FTD Mercury X3 & X3 Fall Reference Guide Table of Contents
From FloristWiki
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(→Customer Maintenance) |
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***[[Employee Sales Report Window]] | ***[[Employee Sales Report Window]] | ||
| - | ==Customer | + | ==Customer Management== |
| - | *[[Customer | + | *[[Customer Management]] |
| - | *[[Customer Detail Information Window]] | + | **[[Customer Detail Information Window]] |
| - | **[[Customer Detail Information Window - General Tab|General Tab]] | + | ***[[Customer Detail Information Window - General Tab|General Tab]] |
| - | **[[Customer Detail Information Window - House Account Tab|House Account Tab]] | + | ***[[Customer Detail Information Window - House Account Tab|House Account Tab]] |
| - | **[[Customer Detail Information Window - Statistics Tab|Statistics Tab]] | + | ***[[Customer Detail Information Window - Statistics Tab|Statistics Tab]] |
| - | **[[Customer Detail Information Window - Credit Cards Tab|Credit Cards Tab]] | + | ***[[Customer Detail Information Window - Credit Cards Tab|Credit Cards Tab]] |
| - | **[[Customer Detail Information Window - Contacts Tab|Contacts Tab]] | + | ***[[Customer Detail Information Window - Contacts Tab|Contacts Tab]] |
| - | **[[Customer Detail Information Window - Order History Tab|Order History Tab]] | + | ***[[Customer Detail Information Window - Order History Tab|Order History Tab]] |
| - | **[[Customer Detail Information Window - Marketing Tab|Marketing Tab]] | + | ***[[Customer Detail Information Window - Marketing Tab|Marketing Tab]] |
| - | **[[Customer Detail Information Window - Statement Tab|Statement Tab]] | + | ***[[Customer Detail Information Window - Statement Tab|Statement Tab]] |
| - | **[[Customer Detail Information Window - Standing Order Tab|Standing Order Tab]] | + | ***[[Customer Detail Information Window - Standing Order Tab|Standing Order Tab]] |
| - | **[[Customer Detail Information Window - Life Cycle Tab|Life Cycle Tab]] | + | ***[[Customer Detail Information Window - Life Cycle Tab|Life Cycle Tab]] |
*[[Customer Account Balance Detail Window]] | *[[Customer Account Balance Detail Window]] | ||
*[[Customer Account Balance Detail Report]] | *[[Customer Account Balance Detail Report]] | ||
Revision as of 12:41, 4 March 2011
IMPORTANT: This page is UNDER MAJOR CONSTRUCTION.
FTD Mercury Overview
Basic Operations
- Basic Operations
- FTDStartup and FTDShutdown
- Logging in to FTD Mercury
- System Login Window
- Connection Error Window
- Setting the Date and Time
- FTD Mercury Main Menu
- Exiting FTD Mercury
- Address Check Window
- Note Entry Window
- Setting Up Your Printers
- Checking Your Windows Default Printer
- Setting Up Your Reports Printer
- Setting Up Your Mercury Message Printer
- Receipt Printer Settings Window
- Printer Form Settings Window
- Setting Up Your Printers and Form Selections
- Connecting to Network Printers
- Receiving Orders and Messages
- Printing French Forms and Receipts
- Printing the Task List Report
- Setting Up Your Employees and Passwords
- Backing Up Your Data
- Daily/Weekly/Monthly Checklists
- Configuring Your System
- FTD Mercury Configuration Window
- Audit Trail Window
- Software License Window
- About Window
- Video Chat
The Mercury Network
Mercury Messages
- Mercury Messages
- Searching for Mercury Messages
- Message Center
- Working with Message Center
- Attaching Incoming Orders
- Handling Messages that Require Attention
- Dealing with Incoming Reject Messages
- Opening Orders Related to Messages
- Creating New Mercury Messages
- Responding to Mercury Messages
- Responding to Incoming Messages
- Responding to Outgoing Orders
- Requesting a Price Change
- Acknowledging Messages
- Rejecting Incoming Orders
- Deleting Messages from Message Center
- Printing Messages
- Mercury Order Message
- Recording a Phoned-In Order
- Message Responses
- Message Response Window
- Ask Message
- Answer Message
- Cancellation Message
- Confirmation Message
- Delivery Confirmation Message (ANS)
- Deny Message
- Forward Message
- Reject Message
- Miscellaneous Mercury Messages
- General Message
- Adjustment Report Message
- Rec Message List (REC)
- SUSpend and RESume Messages
- Rerrieval Message
- Order Detail View Window
- Message Locate Error Window
Florist Directory & Search
- Florist Directory & Search
Managing Employees
- Managing Employees
- Adding Employees
- Editing Existing Employee Information
- Requiring Employee Names in Order Entry and Point of Sale
- Changing Employee Passwords
- Terminating an Employee in Your System
- Handling Employee Payroll
- Tracking Employee Time
- Employee Types
- Printing the Employee List
- Employee History Information Window
- Job Functions
- Employee Security
- Searching for Employees
- Employee Reports
Customer Management
- Customer Management
- Customer Account Balance Detail Window
- Customer Account Balance Detail Report
- Customer Credit Card Window
- Standing Order Scheduler Window
- Printing Life Cycle Detail
- Customer Account Life Cycle Details Report
- Adding New Customers
- Customer Search
- Searching for Customers
- Customer Search Window
- Setting Up House Accounts
- Viewing Customer Statistics
- Maintaining Credit Card Information
- Customer Contacts
- Viewing Order History for a Customer
- Marking Orders Delivered/Not Delivered
- Customer Marketing
- Customer Statement History
- Wedding Accounts
- Creating a Wedding Account/Charging Products to Account
- Receiving Payments on Wedding Accounts
- Paying Off the Balance on Wedding Accounts
Product Maintenance
- Product Maintenance
- Wire Service Product Code List Window
Working with Orders
- Working with Orders
- Point of Sale vs. Order Entry
- Order Entry Window
- Point of Sale Window
- Navigating the Order Entry and Point of Sale Windows
- Entering Orders
- Entering Carry Out Orders
- Entering Orders for Pickup
- Entering Orders for Local Delivery
- Entering Wire Out Orders
- Creating a Wire Out Order from an Incoming Florists Online or Flowers All Hours Order
- Attaching Incoming Orders
- Entering Phoned-In Orders
- Entering Phoned-Out Orders
- Filing Incomplete Orders
- C.O.D. Orders
- Editing Existing Orders
- Editing an Order from History
- Canceling Orders
- Taking Order Payments
- Emailing an Ad Hoc Invoice, Order Confirmation, and/or Delivery Confirmation
- Transferring Orders to Other Stores
- Using Abbreviation Codes in Orders
- Caller ID and Orders
- Standing Orders
- Handling Funerals with the Funeral Log
- Working with Recipient Pictures
- Sending Order Confirmations
- Sending Delivery Confirmations
- Processing Refunds & Exchanges
- Order Life Cycle
- Tickets
- Ticket Search Window
- Searching for Tickets
- Printing Ticket Search Results
- Printing Invoices from Ticket Search
- Opening Orders from Ticket Search
- Copying Existing Tickets and Sales
- Working with Tickets in Order Entry and Point of Sale
- Copying Tickets in Order Entry and Point of Sale
- Removing Individual Tickets from Sales
- Automated Order Interface
Misc
- One-Off Printing
- Card Messages and Font Sizes
- Sending a Card to Multiple Recipients
- Gift Cards
- Printing Invoices to Remote Locations
- Faxing and Emailing Invoices
- Order Entry Invoices
- Gift Cards
- Gift Cards Sales & Redemption
- Selling New Gift Cards
- Adding Value to Gift Cards
- Refunding the Purchase of a Gift Card
- Accepting Gift Card Payments
- Canceling or Refunding Orders Paid for with Gift Cards
- Copying an Order with a Gift Card Payment
- Issuing Store Credit with Gift Cards
- Gift Card Reporting
- Gift Card Activity Window
- Picture Center Window
- Attaching Pictures to Tickets
- Sending Product Pictures
- Output Options Window
- Standing Orders
- Creating Standing Order Templates
- Editing Existing Standing Order Templates
- Deleting Existing Standing Order Templates
- Deleting Upcoming Orders to be Generated by a Standing Order Template
- Removing All Upcoming Orders Based on a Standing Order Template
- Printing a List of Standing Order Templates
- Order Entry Invoices
- Printing Invoices to Remote Locations
- Faxing and Emailing Invoices
- Output Options Window
- Delivery Confirmation
- Required Configurations for Delivery Confirmation
- Sending Delivery Confirmation Email Messages
- Automatically Sending Delivery Confirmation ANS Messages
- Marking Orders Delivered in Order Entry
- Marking Orders as Delivered in Ticket Search
- Copying Tickets in Order Entry and Point of Sale
- Removing Individual Tickets from Sales
- Using Bar Codes
- Editing Existing Orders
- Canceling Orders
- One-Off Printing
- Editing an Order from History
- Card Messages and Font Sizes
- Sending a Card to Multiple Recipients
- Ticket Status Window
- Delivery Information Window
- Map It Window
- Cancel Confirmation Window
- Multiple Recipients Window
- Cancel or Void Order Window
Automatic Order Processing
- Automatic Order Processing
- Outgoing Order Handling by Automatic Order Processing
- Credit Card Payments and Automatic Order Processing
- Potential Issues that Prevent Automatic Order Processing
- Automatic Order Processing Screen
- Configuring Automatic Order Processing
- Searching for Automatically Processed Orders
- Automatic Order Processing and the System Employee
- Automatic Order Processing and Other Wire Services
- Disabling Automatic Order Processing
Managing Point of Sale Sessions
- Managing Point of Sale Sessions
- Setting Up the Cash Drawer
- Setting Up Paid Out/In Types
- Managing the Cash Drawer
- Setting the Opening Balance
- Opening Balance Window
- Processing a No Sale Transaction
- No Sale Window
- Processing a Paid Out or Paid In Transaction
- Paid Out/In Window
- Z-Out Transactions
- Processing a Z-Out Transaction
- Z-Out Window
- Money Counter Window
- X-Out Transactions
- Point of Sale History
- POS Session History Window
- POS Session Detail Window
- POS Manual Entry Window
- POS Registration Window
- Reprinting Receipts
Design Center
- Design Center
- Opening Design Center
- Assigning Products to Designers
- Optimizing Workflows Using Bar Code Scanners
- Analyzing Designer Workloads
- Marking Products Designed
- Viewing Product Pictures and Recipes
- Attaching Design Pictures to Tickets
- Printing Invoices from Design Center
- Design Center Window
- Designer Analysis Window
Processing and Settling Credit Cards
- Processing and Settling Credit Cards
- Processing Credit Cards
- Changing the Price for a Credit Card Prior to Settlement
- Voice Authorizing Credit Cards
- Credit Card Authorization Window
- View Credit Card Authorization Window
- Searching for Credit Card Transactions
- Viewing Credit Card Transactions from the Credit Card Search Window
- Resending Credit Card Transactions from the Credit Card Search Window
- Voice Authorizing Credit Card Transactions from the Credit Card Search Window
- Deleting Unapproved Credit Card Transactions from the Credit Card Search Window
- Credit Card Search Window
- Credit Card Settlement
- Credit Card Settlement Window
- Handling Unsettled Credit Card Authorizations
- Unsettled Credit Card Authorizations Window
- View Settlement Totals Window
Mercury Delivery
- Mercury Delivery
- Viewing Order Details (Products)
- Order Details Window
- Adding Additional Orders to the Route
- Add Order Window
- Add Zone Window
- Adding Non-Order Stops to the Route
- Linking and Unlinking Orders
- Removing Orders from the Route
- Editing Saved (Incomplete) Routes
- Select Saved Routes Window
- Saved Routes Window
- Modifying Delivery Routes
- Viewing Routing Progress
- Select Routing Progress Window
- Routing Progress Window
- Viewing the Route Details
- Wrapping Up Routes
- Using Garmin GPS Devices for Delivery
- Delivery Reports
- Downloading Free Construction Updates
- Wireless Delivery Confirmation
- Setting Up Wireless Delivery Confirmation
- Using Wireless Delivery Confirmation
- Downloading the Route Information to the Phone
- Receiving Orders on the Phone/Marking Orders Delivered
- Completing a Route
- Updating Your etrace Phone Software
- GPS Upgrade
- Tracking Phone Location (With No Orders Downloaded)
- IVR
Mercury Marketing
- Mercury Marketing
Wire Service Reconciliation
Accounts Receivable
- Accounts Receivable
- Required Setups for Faxing and Emailing Statements
- Generate Statements Window
- Output Statements Window
- Deleting Finance Charges
- Finance Charge Window
- View Statements Window
- Invoice Billing Window
- Validating that Statements Were Emailed or Faxed
- Re-Printing/Re-Faxing/Re-Emailing Statements
- Searching for Statements
- Statement Search Window
- View Statements Window
- Credit and Debit Memos
- Credit/Debit Memo Window
- Order Entry Item Window
Business Reports
- Business Reports
- Abbreviated Customer Master List with Balance Report
- Abbreviated Customer Master List with Days Late Report
- Aged Analysis Reports
- Business Snapshot Report
- Credit Card Settlement History Report
- Customer Account Payment Report
- Customer Master List
- Employee Analysis Report
- Life Cycle Report
- Employee Sales Report
- Message Report
- Payment Type Totals Report
- Product Comparison Report
- Product Sales Reports
- Reciprocity Report
- Report of Orders Filled
- Sales by Referral Code Report
- Sales Summary Report
- Sales Tax Report
- Standing Order Log Detail Report
- Standing Order Log Summary Report
- Tax Exempt Customer Report
- Ticket Report
- Wire Reconciliation Report
- Wire Service Incoming/Outgoing Report
Mercury Accounting and QuickBooks Integration
Fax and Email
FTD Document Center
Mercury Administration
- Mercury Administration
Dashboard
Multi-Store Capabilities
- Multi-Store Capabilities
- Adding New Stores to Multi-Store Environments
- Employees in Multi-Store Environments
- Customers in Multi-Store Environments
- Statements in Multi-Store Environments
- Order Entry/Point of Sale in Multi-Store Environments
- Ticket Search in Multi-Store Environments
- Product Codes and Product Search in Multi-Store Environments
- Wire Service Reconciliation in Multi-Store Environments
- Reports in Multi-Store Environments
- Remote Location Printing in Multi-Store Environments
Web Order Interface
- Web Order Interface
- How Messages are Retrieved from Your Email Account
- Processing Web Orders in FTD Mercury
- Web Order Interface Web Site Requirements
