FTD Mercury X3 & X3 Fall Reference Guide Table of Contents

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Revision as of 18:38, 3 March 2011

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