FTD Mercury X3 & X3 Fall Reference Guide Table of Contents

From FloristWiki

• Overview
• Basic Operations
• FTDStartup and FTDShutdown
• Logging In
• System Login Window]]
• [[*Connection Error Window]]
• [[*Setting the Date and Time]]
• [[*FTD Mercury Main Menu Window]]
• [[*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
• Bar Code Tasks Window
• 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
• 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
• New Message Window
• Responding to Mercury Messages
• Responding to Incoming Messages
• Responding to Outgoing Orders
• Requesting a Price Change
• Acknowledging Messages
• Acknowledgement Window
• Rejecting Incoming Orders
• Deleting Messages from Message Center
• Printing Messages
• Mercury Order Message
• Helpful Hints on Sending a Mercury Order
• Auto Select
• Recording a Phoned-In Order
• Message Responses
• Message Response Window
• ASK Message
• ANSwer Message
• CANcellation Message
• CONfirmation Message
• Delivery Confirmation Message (ANS)
• Sending an Automatic Delivery Confirmation Message
• Sending a Manual Delivery Confirmation Message
• Delivery Confirmation Message (ANS) Window
• DENy Message
• FORward Message
• REJect Message
• Miscellaneous Mercury Messages
• GENeral Message
• Sending a GENeral Message
• General Message Window
• ADJustment Report Message
• REC Message List (REC)
• SUSpend and RESume Messages
• SUSpend Message
• Suspend Message (SUS) Window
• Sending a RESume Message
• Resume Message (RES) Window
• RETrieval Message
• Order Detail View Window
• Message Locate Error Window
• Florist Directory & Search
• Searching for Florists
• Florist Search Window
• Florist Details Window
• Florist Listing Hover Balloon
• Additional Information Hover Box
• Florist Notes Window
• Florist Status
• Preferred Status Window
• Facility Search
• Facility Search Window
• Searching for a Florist Who Serves a Facility
• Managing Employees
• Adding Employees
• Editing Existing Employee Information
• Requiring Employee Names in Order Entry and Point of Sale
• Changing Employee Passwords
• FTD Server Password Window
• Terminating an Employee in Your System
• Activating Terminated Employees
• Handling Employee Payroll
• Tracking Employee Time
• Employee Reports
• Employee Types
• Adding Employee Types
• Removing Employee Types
• Job Functions
• Adding Job Functions
• Removing Existing Job Functions
• Security
• Setting Job Function-Level Security
• Setting Window Access for Employees
• Searching for Employees
• Employee Search Window
• Printing the Employee List
• Employee History Information Window
• Employee Sales Report Window
• Customer Maintenance
• Customer Detail Information Window
• General Tab
• House Account Tab
• Statistics Tab
• Customer Account Balance Detail Window
• Customer Account Balance Detail Report
• Credit Cards Tab
• Customer Credit Card Window
• Contacts Tab
• Order History Tab
• Marketing Tab
• Statement Tab
• Standing Order Tab
• Standing Order Scheduler Window
• Life Cycle Tab
• 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
• Adding Credit Cards
• Removing Credit Cards
• Editing Credit Cards
• 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
• Customer Merge
• Merging Customer Accounts
• Customer Merge Window
• Customer Purge
• Protecting Customers from Customer Purge
• Deleting Individual Customers
• Purge Customers Window
• Product Maintenance
• Using Product Codes in Order Entry and Point of Sale
• Searching for Products
• Product Search Window
• Adding New Products
• Adding Pictures to Products
• Removing Pictures from Local Products
• Product Recipes
• Product Entry Window
• Quick Picks
• Copying Care Instructions
• Deleting Products
• Multiple Price Points
• FTD Mercury & Your FOL Web Site
• FOL Product Window
• Adding Custom Products to Your FOL Web Site
• Editing Custom Products on Your FOL Web Site
• Removing Custom Products from Your FOL Web Site
• Deactivating Custom Products on Your FOL Web Site
• Changing the Price for Products on Your FOL Web Site
• Gift Certificates
• Setting Up Gift Certificates
• Coupons
• Setting Up Coupons
• Delivery Zones and Fees
• Bar Codes
• Associating Bar Codes with Products
• Deleting Associated Bar Codes
• Bar Code Window
• Wire Service Product Code List Window
• Working with Orders
• Point of Sale vs. Order Entry
• Order Entry Window
• Point of Sale Window
• Navigating the Order Entry Window and Point of Sale Window
• Entering Orders
• Order Entry Anatomy
• Filling Out the Order Entry or Point of Sale Window
• Entering Carry Out Orders
• Entering Orders for Pickup
• Locating and Completing Pickup Orders
• Entering Orders for Local Delivery
• Entering Local Deliveries as C.O.D. Orders
• Entering Wire Out Orders
• Entering Phoned-Out Orders
• Attaching Incoming Orders
• Processing Incoming Wire Orders
• Entering Phoned-In Orders
• Entering Phoned-In Orders When You Know the Order Amount
• Entering Phoned-In Orders Based on Products
• Creating a Wire Out Order from an Incoming Florists Online or Flowers All Hours Order
• Order Entry Wire Product
• Canadian Tax Calculations for Incoming Wire and Phone Orders
• Filing Incomplete Orders
• Locating Filed Orders
• Deleting Previously Filed Orders
• C.O.D. Orders
• Taking Order Payments
• Debit Card Payments
• Redeeming Gift Certificates
• Redeeming Coupons
• Payments Window
• Transferring Orders to Other Stores
• Using Abbreviation Codes in Orders
• Printing Abbreviation Codes
• Abbreviation Code Lookup Window
• Caller ID and Orders
• 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
• Cancelling 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
• 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/Point of Sale
• Handling Funerals
• Opening the Funeral Log
• Funeral Log Window
• Adding Funerals to Funeral Log
• Add Recipient Window
• Using Funerals to Select Recipients
• Changing Funeral Information
• Generating Acknowledgement List Reports
• Removing Funerals
• Working with Recipient Pictures
• 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
• Processing Refunds & Exchanges
• Refunds and Ticket Search
• Refunding Entire Sales with One-Click Refunds
• Refunding Single Tickets with One-Click Refunds
• Partial Refunds of Sales with One-Click Refunds
• Partial Refunds of Single Tickets with One-Click Refunds
• Handling Exchanges with One-Click Refunds
• New Sale-Based Refunds and Exchanges
• Refunds and Wire Out Orders
• Refund Window
• Order Life Cycle
• Order Life Cycle Messages
• Printing Order Life Cycle Details
• Order Life Cycle Details Report
• Additional Order Tasks & Windows
• Copying Tickets in Order Entry and Point of Sale
• Removing Individual Tickets from Sales
• Using Bar Codes
• Editing Existing Orders
• Cancelling 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
• Automated Order Interface
• 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
• Accessing the Automatic Order Processing Screen
• Configuring Automatic Order Processing
• Disabling Automatic Order Processing
• Configuring AOP for Send-Only Florists
• Florists Online and Flowers All Hours Product Codes
• Automatic Order Processing and the System Employee
• WebGifts Processing
• AOP and Other Wire Services
• Managing Point of Sale Sessions
• Point of Sale Sessions
• Point of Sale Configurations
• Setting Up the Cash Drawer
• Setting Up Paid Out/In Types
• Adding a Paid Out or Paid In Type
• Removing an Existing Paid Out or Paid In Type
• Renaming a Paid Out/In Type
• 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
• Point of Sale Session Scenarios for Z-Out Transactions
• Processing a Z-Out Transaction
• Z-Out Window
• Money Counter Window
• X-Out Transactions
• Processing an X-Out Transaction
• Point of Sale History
• Opening Point of Sale History
• POS Session History Window
• Using the POS Session Detail
• POS Session Detail Window
• POS Manual Entry Window
• POS Registration Window
• Reprinting Receipts
• Design Center
• Opening the Design Center Window
• Design Center Window
• Assigning Products to Designers
• Optimizing Workflows Using Bar Code Scanners
• Analyzing Designer Workloads
• Designer Analysis Window
• Marking Products Designed
• Viewing Product Pictures and Recipes
• Attaching Design Pictures to Tickets
• Printing Invoices
• Processing and Settling Credit Cards
• FTD CashFlo Credit Card Program
• Credit Cards over the Internet
• Cards on File
• Processing Credit Cards
• The Approval Process
• Changing the Price for a Credit Card Order Prior to Settlement
• Voice Authorizing Credit Cards
• Entering Voice Authorization Details for a Credit Card Transaction
• 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
• Address Verification
• Setting Up Address Verification
• Using Address Verification
• Mapping and Routing Using Mercury Delivery
• Delivery Snapshot Window
• About Mercury Delivery Processing Application Window
• Delivery Zones
• Creating Delivery Zones
• Creating Delivery Zones by Map
• Creating Delivery Zones by ZIP/Postal Code
• Creating Delivery Zones by Address
• Find Window
• Removing Delivery Zones
• Create Zone Window
• Delivery Zones List
• Creating Delivery Routes
• Create Routes Window
• Complete Route Window
• Changing the Route Name or Origin
• Rename Route Window
• Route Origin Window
• Optimizing Routes
• Optimize Route Options Window
• Changing the Delivery Zone for an Order
• Change Zone Window
• 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
• Truck Return
• Truck Return Window
• Handling Truck Returns
• Marking an Entire Route as Delivered
• Truck Stop Details Window
• Redelivery Window
• Follow Up Deliveries
• Follow Up Delivery Window
• Using Garmin GPS Devices for Delivery
• Setting Your Home Location on the GPS Device
• Removing Previous Routes from the GPS Device
• Uploading Routes to the GPS Device
• Accessing Routes on the GPS Device
• Getting Directions to Your Home Location
• Returning to Your Shop After a Delivery Route
• Delivery Reports
• Delivery Zone Report
• Delivery Report
• Reprint Route Report
• Non Routed Orders Report
• Both Routed and Non Routed Orders Report
• Delivered Orders Report
• Delivery Report Window
• Delivery Trip Analysis Report
• Delivery Problem Report
• Downloading Free Construction Updates
• Wireless Delivery Confirmation
• Setting Up Wireless Delivery Confirmation
• Step 1: Set Up Delivery Codes
• Step 2: Collect the Login Names of Your "Wireless" Employees
• Step 3: Confirm the License Key is Valid
• Step 4: Set Up Remote Delivery in Mercury Administration (Support Assisted)
• Step 5: Create Wireless Employees on the Gearworks Web Site (Support Assisted)
• Step 6: Set Up Your Phones on the Gearworks Web Site (Support Assisted)
• Step 7: Activate Your Phones (Support Assisted)
• 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
• Setting Up IVR
• Activating IVR (Support Assisted)
• Completing Delivery Routes in Mercury Delivery for IVR
• Calling In to Receive Orders/Marking Orders Delivered
• Completing a Route from the Phone
• Mercury Marketing
• Marketing Ideas
• Marketing Letters
• Printing Florist Thank You Letters
• Florist Thank You Letter
• Printing Order Recipient Discount Letters
• Recipient Discount Letter
• Printing Mailing Labels
• Printing Occasion Code Letters
• Occasion Code Letter
• Creating Customer Letters
• Printing Delinquency Letters
• Delinquency Letter
• Modifying Letter Templates
• Marketing Categories
• Assigning Marketing Categories to Customers
• Using Customer Categories in Reports
• Mercury Marketing Module
• Launching the Mercury Marketing Module
• Marketing Campaigns
• Creating Direct Mail Marketing Campaigns
• Creating Direct Mail Marketing Campaigns Using Predefined Templates
• Creating Direct Mail Marketing Campaigns Using Custom Templates
• Creating a Birthday Reminder Direct Mail Campaign
• Creating a New Holiday Reminder Direct Mail Campaign
• Creating Other (Third-Party) Marketing Campaigns
• Scheduling Campaigns
• Campaign Analysis
• Deleting Campaigns
• Templates
• Modifying an Existing Template
• Creating a New Template
• Creating a Single Postcard Template
• Email Marketing Campaigns
• Creating Email Campaigns in the Marketing Wizard
• Executing Your Email Marketing Campaign on the Constant Contact Web Site
• Guidelines for Developing Email Campaign Messages
• Creating a List of Customer Email Addresses
• Mercury Marketing Wizard Reference
• Welcome Panel
• Create Campaign Panel
• All Campaigns Window
• Add New Referral Code Window
• Campaign Analysis Window
• Select Target List Panel
• Key Criteria Panel
• Output Fields Panel
• Preview and Edit List Panel
• Selected Criteria Window
• Save Campaign Panel
• Campaign Scheduler Window
• All Criteria Window
• Wire Service Reconciliation
• Automatic Reconciliation
• Automatically Reconciling Data
• Auto Reconciliation History Window
• Load Reconciliation File Window
• Match Reconciliation Window
• Manual Reconciliation
• Manual Reconciliation Window
• Manual Wire Reconciliation Filter Window
• Reconcile Detail Window
• Editing Previous Wire Reconciliation Batches
• Accounts Receivable
• Billing Functions
• Establishing House Accounts
• Receiving Payments on House Accounts
• Receiving Payments in Point of Sale
• Receiving Payment from the FTD Mercury Main Menu
• Receive Customer Payment On Account Window
• Allocating Previous Payments
• Canceling Payments
• Statements
• Required Setups for Faxing and Emailing Statements
• Collecting Email/Fax Information
• Selecting the Preferred Billing Method for a customer (Email, Fax, or Printed Statement)
• Generating Statements
• Generate Statements Window
• Output Statements Window
• Deleting Finance Charges
• Finance Charge Window
• Renaming Billing Cycles
• View Statements Window
• Generating Invoices
• Performing Invoice Billing
• 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
• Creating Credit Memos
• Creating Debit Memos
• Order Entry Item Window
• Business Reports
• Using Business Report Templates
• List of Business Reports
• Abbreviated Customer Master List with Balance Report
• Generating the Abbreviated Customer Master List with Balance Report
• Abbreviated Customer Master List Window
• Abbreviated Customer Master List with Days Late Report
• Generating the Abbreviated Customer Master List with Days Late
• Aged Analysis Reports
• Generating Aged Analysis Reports
• Aged Analysis Report Window
• Business Snapshot Report
• Sales Analysis
• Delivery Analysis
• Product Analysis
• Wire Analysis
• Generating the Business Snapshot Report
• Business Snapshot Window
• Credit Card Settlement History Report
• Generating the Credit Card Settlement History Report
• Credit Card Settlement History Window
• Customer Account Payment Report
• Generating the Customer Account Payment Report
• Customer Account Payments Window
• Customer Master List
• Generating the Customer Master List
• Customer Master List Window
• Employee Analysis Report
• Generating the Employee Analysis Report
• Employee Production Report Window
• Life Cycle Report
• Generating the Life Cycle Report
• Life Cycle Report Window
• Employee Sales Report
• Generating the Employee Sales Report
• Employee Sales Report Window
• Message Report
• Generating the Message Report
• Message Report Window
• Payment Type Totals Report
• Generating the Payment Type Totals Report
• Payment Type Totals Window
• Product Comparison Report
• Generating a Product Comparison Report
• Product Comparison Report Window
• Product Sales Reports
• Generating Product Sales Reports
• Product Sales Report Window
• Reciprocity Report
• Generating a Reciprocity Report
• Reciprocity Report Window
• Report of Orders Filled
• Generating the Report of Orders Filled
• Report of Orders Filled Window
• Sales by Referral Code Report
• Generating the Sales by Referral Code Report
• Sales by Referral Code Report Window
• Sales Summary Report
• Order Entry/Manual, POS, and Total Sales
• Other Section
• Store Transfer Section
• Generating the Sales Summary Report
• Sales Summary Report Window
• Sales Tax Report
• Generating the U.S. Sales Tax Report
• Generating the Canadian Sales Tax Report
• Sales Tax Report Window
• Canadian Sales Tax Window
• Standing Order Log Detail Report
• Generating a Standing Order Log Detail Report
• Standing Order Report Window
• Standing Order Log Summary Report
• Generating a Standing Order Log Summary Report
• Tax Exempt Customer Report
• Generating the Tax Exempt Customer Report
• Tax Exempt Report Window
• Ticket Report
• Generating a Ticket Report
• Ticket Report Window
• Wire Reconciliation Report
• Generating the Wire Reconciliation Report
• Wire Reconciliation Window
• Wire Service Incoming/Outgoing Report
• Generating the Wire Service Incoming/Outgoing Report
• Wire Service Incoming/Outgoing Window
• Mercury Accounting and QuickBooks Integration
• Mercury Accounting Main Menu
• If You Are Already Using QuickBooks
• Exporting and Importing Lists from Previous QuickBooks Companies
• Setting Up QuickBooks
• Step 1: Confirm the License Key is Valid
• Step 2: Install QuickBooks
• Step 3: Open QuickBooks and Activate the Software
• Step 4: Set Up Your Chart of Accounts
• The Chart of Accounts Wizard
• Setting Up Your Chart of Accounts
• About Your Chart of Accounts
• Journal Entries for Outgoing Wire Orders
• Journal Entries for Store Transfers
• Step 5: Enter Your Company Information in QuickBooks
• Step 6: Enter Your Opening Balances
• The Balance Wizard (Exporting to QuickBooks)
• General Ledger Export History
• Using QuickBooks
• Changing Company Information
• Adding Accounts to the Chart of Accounts
• Reconciling Accounts to Bank Statements
• Printing Cost of Goods Reports
• Printing Trial Balance Reports
• Legacy General Ledger Module
• Setting Up Your System for General Ledger Export
• Step 1: Creating GL Account Numbers in Third-Party Accounting Software
• Step 2: Setting Up Your Third-Party Software
• Step 3: Assigning GL Account Numbers to Products
• Step 4: Creating GL Export Defaults
• General Ledger Export Window
• Exporting the General Ledger File
• General Ledger Export History Window
• Fax and Email
• Fax & Email Monitor Application
• Fax Tab
• Email Tab
• Scheduler Tab
• Logging Into the Fax and Email Monitor Application
• Manually Deleting Email Messages and Faxes
• Resending a Fax
• Resending an Email Message
• Rescheduling Jobs
• FTD Document Center
• Opening the FTD Document Center
• Creating a New Template
• Create a New Template Window
• Opening an Existing Template
• Customizing Templates
• Adding Components to Your Template
• Sample Template with Components
• Changing Component Order
• Template Components
• Changing Component Properties
• Inserting Merge Fields
• Saving the Template
• Exiting the FTD Document Center
• Mercury Administration
• Mercury Administration Interface
• Navigation
• Toolbars
• Resources for Help
• Logging into Mercury Administration
• Accounting Folder
• HouseAccount Screen
• Accessing the HouseAccount Screen
• Setting Up House Account Defaults
• Dunning Message Screen
• Accessing the Dunning Message Screen
• Configuring Dunning Messages
• Questions Screen
• Accessing the Questions Screen
• Adding User Questions
• Credit Cards Screen
• Accessing the Credit Cards Screen
• Configuring Credit Card and Gift Card Processing over the Internet
• Configuring Credit Card Processing Using Dial Up Access
• Maintaining Your Credit Card over the Internet Account
• Setting the Gift Card Expiration Period
• Debit Cards Screen
• Accessing the Debit Cards Screen
• Configuring Debit Cards Screen Settings
• Tax Code Screen
• Accessing the Tax Code Screen
• Configuring Tax Codes
• Typical Tax Codes
• GL Export Screen
• Accessing the GL Export Screen
• Configuring GL Export Options
• POS Setting Screen
• Accessing the POS Setting Screen
• Configuring POS Settings
• Marketing Screen
• Accessing the Marketing Screen
• Adding Marketing Categories
• Removing Marketing Categories
• Removing Marketing Types
• Store Transfers Screen
• Accessing the Store Transfers Screen
• Enabling Store Transfers
• Enabling Accounting for Store Transfers
• Communication Folder
• Email Screen
• Accessing the Email Screen
• Configuring Email Settings
• Fax Screen
• Accessing the Fax Screen
• Configuring Fax Settings
• Editing/Creating Fax Cover Letters
• Internet Screen
• Accessing the Internet Screen
• MailServer Screen
• Accessing the MailServer Screen
• Mercury Connection Screen
• Accessing the Mercury Connection Screen
• Phone Lines Screen
• Accessing the Phone Lines Screen
• Remote Delivery Screen
• Accessing the Remote Delivery Screen
• Delivery Folder
• Delivery Code Screen
• Accessing the Delivery Code Screen
• Adding Delivery Codes
• Delivery Priority Code Screen
• Accessing the Delivery Priority Code Screen
• Adding Delivery Priority Codes
• Delivery Zone Screen
• Accessing the Delivery Zone Screen
• Setting Up Delivery Zones in Mercury Administration
• Creating Pickup Zones
• Handling Existing Pickup Zones
• Marking Delivery Zones as Inactive
• Removing Existing Delivery Zones
• Province Map Delivery Zones
• Pool Delivery Zones
• Configuring Pool Zones
• Pool Address Window
• Delivery Zone Fees Screen
• Accessing the Delivery Zone Fees Screen
• Assigning Fees to Delivery Zones
• Removing Fees from Delivery Zones
• Address Verification Screen
• Accessing the Address Verification Screen
• Employee Folder
• Employees Screen
• Accessing the Employees Screen
• Employee Type Screen
• Accessing the Employee Type Screen
• Job Functions Screen
• Accessing the Job Functions Screen
• Security Folder
• License Screen
• Accessing the License Screen
• Adding Licenses
• Window Access Screen
• Accessing the Window Access Screen
• Configuring Window Access for a Job Function
• Audit Trail Screen
• Accessing the Audit Trail Screen
• Store Folder
• General Screen
• Accessing the General Screen
• Configuring General Settings
• French Forms and Receipts
• Wire Code Screen
• Accessing the Wire Code Screen
• Adding Wire Codes
• Removing Wire Codes
• Setting Your Default Shop Code
• Store Settings Screen
• Accessing the Store Settings Screen
• Changing the Store Name
• Changing the Store Address
• Adding Stores
• Setting the Default Tax Code
• Setting the Default Delivery Zone
• Setting the GST ID Number
• Changing the U.S. Exchange Rate
• Changing the Default Card Font
• System Folder
• Abbreviation Codes Screen
• Using Abbreviation Codes
• Accessing the Abbreviation Codes Screen
• Adding Abbreviation Codes
• Modifying Existing Abbreviation Codes
• Removing Abbreviation Codes
• Address Types Screen
• Accessing the Address Types Screen
• Adding an Address Type
• Removing Existing Address Types
• Reason Code Screen
• Accessing the Reason Code Screen
• Adding Reason Codes
• Removing Reason Codes
• Product Category Screen
• Accessing the Product Category Screen
• Adding Product Categories
• Removing Product Categories
• Referral Codes Screen
• Accessing the Referral Codes Screen
• Adding Referral Codes
• Removing Referral Codes
• Phone Types Screen
• Accessing the Phone Types Screen
• Adding Phone Types
• Removing Existing Phone Types
• Paid Out/In Types Screen
• Accessing the Paid Out/In Types Screen
• Advanced Settings Screen
• Accessing the Advanced Settings Screen
• Printer Settings Folder
• Form Alignment Screen
• Accessing the Form Alignment Screen
• Configuring Form Alignment Settings
• Printer Routing Screen
• Accessing the Printer Routing Screen
• Changing Printer Routing Options
• Default Form Printing Screen
• Accessing the Default Form Printing Screen
• Configuring Forms to Print
• Form Format Screen
• Billing Invoice (Letter)
• Billing Invoice (Legal)
• Working Invoice (Letter)
• Working Invoice (Legal)
• TriFold Card
• Accessing the Form Format Screen
• Configuring Information to Print in Forms
• Wire Service Folder
• WireServices Screen
• Accessing the WireServices Screen
• Updating the Florist Directory
• Setting the Current Exchange Rate
• Setting the Conversion Chart Multiplier
• Allocating Wire Service Percentages
• CurrencySettings Screen
• Accessing the CurrencySettings Screen
• Adding a Non-Directory Florist
• Removing Non-Directory Florists
• Automatic Order Processing Screen
• Accessing the Automatic Order Processing Screen
• Exiting Mercury Administration
• Dashboard
• Dashboard Window
• Enabling Dashboard
• Enabling Dashboard in Mercury Administration
• Configuring Terminals to Display the Dashboard
• Opening Dashboard
• Refreshing Dashboard
• Dashboard Messages
• Printing Dashboard messages
• Deleting Dashboard Messages
• Your Message Window
• Setting the Weather Gadget Location
• Weather Location Window
• Specifying the Web Address for My Link to Open
• My Link Window
• Configuring the Unattached Mercury Message Alert Threshold
• About Dashboard Window
• Multi-Store Capabilities
• Adding New Stores to Multi-Store Environments
• Employees and Multiple Stores
• Customers and Multiple Stores
• Statements in Multi-Store Environments
• Order Entry/Point of Sale
• Ticket Search
• Product Codes and Product Search
• Wire Service Reconciliation
• Reports
• Remote Location Printing
• Web Order Interface
• How the Web Order Interface Works
• Requirements for Your Web Site
• Setting Up the Web Order Interface
• Before You Begin
• Step 1: Confirm that the License Key is Valid
• Step 2: Set Up Your Mail Server Information in Mercury Administration
• How Messages are Retrieved from Your Email Account
• Processing Web Orders in FTD Mercury
• Web Order Interface Web Site Requirements
• General Requirements
• Field Requirements
• Other Formatting Considerations
• Encryption
• Credit Card Authorization Codes
• State and Province Abbreviations
• Debit Cards
• Configuring Canadian Systems for Debit Card Transactions
• Using Debit Cards on Canadian Systems
• Debit Card Payments in Point of Sale
• Debit Card Payments in Order Entry
• Splitting Payments
• Debit Card Refunds
• Reversal File
• Accounting Balance Report in Detail
• Approval and Declined Responses
• Bar Code Reader Configuration
• Automatic Software Updates
• Automatic Software Updates Window
• Automatic Software Updates Status
• Automatic Software Updates Settings
• Checking for Updates
• Pausing Downloads
• [[Scheduling Installations and Downloads