FTD Mercury X3 & X3 Fall Reference Guide Table of Contents

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(Customer Maintenance)
(Customer Management)
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***[[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]]
 +
**[[Adding New Customers]]
 +
**[[Configuring Email Settings for Customers]]
 +
**[[Setting Up House Accounts]]
 +
**[[Viewing Customer Statistics]]
 +
**[[Searching for Customers]]
 +
***[[Customer Search Window]]
 +
**[[Maintaining Credit Card Information]]
 +
**[[Maintaining Customer Contacts]]
 +
**[[Viewing Order History for a Customer]]
 +
***[[Marking Orders Delivered from Order History]]
 +
**[[Standing Orders]]
 +
***[[Printing a List of Standing Order Templates]]
 +
***[[Creating Standing Order Templates]]
 +
***[[Editing 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]]
 +
***[[Deleting Existing Standing Order Template]]
 +
***[[Standing Order Scheduler Window]]
 +
**[[Using House Accounts for Weddings]]
 +
**[[Customer Merge]]
 +
***[[Customer Merge Window]]
 +
**[[Customer Purge]]
 +
***[[Purge Customers Window]]
 +
 +
 +
 +
*[[Customer Account Balance Detail Window]]
*[[Customer Account Balance Detail Window]]
*[[Customer Account Balance Detail Report]]
*[[Customer Account Balance Detail Report]]
*[[Customer Credit Card Window]]
*[[Customer Credit Card Window]]
-
*[[Standing Order Scheduler Window]]
 
*[[Printing Life Cycle Detail]]
*[[Printing Life Cycle Detail]]
*[[Customer Account Life Cycle Details Report]]
*[[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 Marketing]]
*[[Customer Statement History]]
*[[Customer Statement History]]
-
*[[Wedding Accounts]]
 
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*[[Creating a Wedding Account/Charging Products to Account]]
 
-
*[[Receiving Payments on Wedding Accounts]]
 
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*[[Paying Off the Balance on Wedding Accounts]]
 
-
**[[Customer Merge]]
 
-
***[[Customer Merge Window]]
 
-
**[[Customer Purge]]
 
-
***[[Purge Customers Window]]
 
==Product Maintenance==
==Product Maintenance==

Revision as of 12:49, 4 March 2011

Contents

IMPORTANT: This page is UNDER MAJOR CONSTRUCTION.

FTD Mercury Overview

Basic Operations

The Mercury Network

Mercury Messages

Florist Directory & Search

Managing Employees

Customer Management



Product Maintenance

Working with Orders

Misc



Automatic Order Processing

Managing Point of Sale Sessions

Design Center

Processing and Settling Credit Cards

Mercury Delivery

Mercury Marketing

Wire Service Reconciliation

Accounts Receivable

Business Reports

Mercury Accounting and QuickBooks Integration

Fax and Email

FTD Document Center

Mercury Administration

Dashboard

Multi-Store Capabilities

Web Order Interface

Credit Card Authorization Codes

State and Province Abbreviations

Debit Cards

Automatic Software Updates

Personal tools