FTD Mercury X3 & X3 Fall Reference Guide Table of Contents
From FloristWiki
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***[[Removing All Upcoming Orders Based on a Standing Order Template]] | ***[[Removing All Upcoming Orders Based on a Standing Order Template]] | ||
***[[Printing a List of Standing Order Templates]] | ***[[Printing a List of Standing Order Templates]] | ||
| - | *[[Order Entry Invoices]] | + | **[[Order Entry Invoices]] |
| - | *[[Printing Invoices to Remote Locations]] | + | ***[[Printing Invoices to Remote Locations]] |
| - | *[[Faxing and Emailing Invoices]] | + | ***[[Faxing and Emailing Invoices]] |
| - | *[[Output Options Window]] | + | ***[[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]] | ||
| + | ***[[Refund Window]] | ||
| + | **[[Order Life Cycle]] | ||
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===Misc=== | ===Misc=== | ||
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**[[Using Bar Codes]] | **[[Using Bar Codes]] | ||
*[[One-Off Printing]] | *[[One-Off Printing]] | ||
*[[Card Messages and Font Sizes]] | *[[Card Messages and Font Sizes]] | ||
*[[Sending a Card to Multiple Recipients]] | *[[Sending a Card to Multiple Recipients]] | ||
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*[[Printing Invoices to Remote Locations]] | *[[Printing Invoices to Remote Locations]] | ||
*[[Faxing and Emailing Invoices]] | *[[Faxing and Emailing Invoices]] | ||
*[[Order Entry Invoices]] | *[[Order Entry Invoices]] | ||
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***[[Removing Individual Tickets from Sales]] | ***[[Removing Individual Tickets from Sales]] | ||
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*[[Copying Tickets in Order Entry and Point of Sale]] | *[[Copying Tickets in Order Entry and Point of Sale]] | ||
*[[Removing Individual Tickets from Sales]] | *[[Removing Individual Tickets from Sales]] | ||
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*[[Multiple Recipients Window]] | *[[Multiple Recipients Window]] | ||
*[[Cancel or Void Order Window]] | *[[Cancel or Void Order Window]] | ||
| + | ***[[Editing Existing Orders]] | ||
| + | ***[[Editing an Order from History]] | ||
| + | ***[[Canceling Orders]] | ||
| + | ***[[Email Management#Emailing an Ad Hoc Invoice, Order Confirmation, and/or Delivery Confirmation|Emailing an Ad Hoc Invoice, Order Confirmation, and/or Delivery Confirmation]] | ||
| + | **[[Order Confirmations|Sending Order Confirmations]] | ||
| + | **[[Delivery Confirmation|Sending Delivery Confirmations]] | ||
==Automatic Order Processing== | ==Automatic Order Processing== | ||
Revision as of 16:47, 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
- Recording a Phoned-In Order
- Mercury Order Message
- Message Responses
- Adjustment Report Message
- Ask Message
- Answer Message
- Cancellation Message
- Confirmation Message
- Delivery Confirmation Message
- Deny Message
- General Message
- REC Message List
- Reject Message
- Retrieval Message
- Suspend and Resume Messages
- 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 Detail Information Window
- Adding New Customers
- Configuring Email Settings for Customers
- Setting Up House Accounts
- Preventing Charges on House Accounts
- Viewing Customer Statistics
- Searching for Customers
- Maintaining Credit Card Information
- Maintaining Customer Contacts
- Viewing Order History for a Customer
- 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 Templates
- Standing Order Scheduler Window
- Using House Accounts for Weddings
- Customer Merge
- Customer Purge
- Customer Credit Card Window
- Customer Account Balance Detail Window
- Customer Account Balance Detail Report
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
- Attaching Incoming Orders
- Filing Incomplete Orders
- C.O.D. Orders
- Taking Order Payments
- Transferring Orders to Other Stores
- Using Abbreviation Codes in Orders
- Caller ID and Orders
- Gift Cards
- Tickets
- Handling Funerals with the Funeral Log
- Working with Recipient Pictures
- Standing Orders
- Order Entry Invoices
- Delivery Confirmation
- Processing Refunds & Exchanges
- Order Life Cycle
Misc
- One-Off Printing
- Card Messages and Font Sizes
- Sending a Card to Multiple Recipients
- Printing Invoices to Remote Locations
- Faxing and Emailing Invoices
- Order Entry Invoices
- 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
- Processing a No Sale Transaction
- Processing a Paid Out or Paid In Transaction
- Z-Out Transactions
- X-Out Transactions
- Point of Sale History
- 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
- Searching for Credit Card Transactions
- Credit Card Search Window
- 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 Settlement
- Handling Unsettled Credit Card Authorizations
- View Settlement Totals Window
Mercury Delivery
- Mercury Delivery
- Address Verification
- Mapping and Routing Using Mercury Delivery
- Delivery Zones
- Creating Delivery Routes
- Create Routes Window
- Complete Route Window
- Changing the Route Name or Origin
- Rename Route Window
- Route Origin Window
- Optimizing Routes
- Changing the Delivery Zone for an Order
- Viewing Order Details (Products)
- Adding Additional Orders to the Route
- Adding Non-Order Stops to the Route
- Linking and Unlinking Orders
- Removing Orders from the Route
- Editing Saved (Incomplete) Routes
- Modifying Delivery Routes
- Viewing Routing Progress
- Wrapping Up Routes
- Follow Up Deliveries
- Using Garmin GPS Devices for Delivery
- Delivery Reports
- Downloading Free Construction Updates
- Wireless Delivery Confirmation
Mercury Marketing
- Mercury Marketing
Wire Service Reconciliation
Accounts Receivable
- Accounts Receivable
- Establishing House Accounts
- Receiving Payments on House Accounts
- Statements
- Generating Statements
- Searching for Statements
- Selecting the Preferred Billing Method for a Customer (Email, Fax, and/or Printed Statement)
- Collecting Email/Fax Information
- Re-Printing/Re-Faxing/Re-Emailing Statements
- Validating that Statements Were Emailed or Faxed
- Generating Invoices
- Performing Invoice Billing
- Deleting Finance Charges
- Renaming Billing Cycles
- Generate Statements Window
- Output Statements Window
- Deleting Finance Charges
- Searching for Statements
- Credit and Debit Memos
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
