FTD Mercury X3 & X3 Fall Reference Guide Table of Contents
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(Difference between revisions)
(New page: Overview Basic Operations FTDStartup and FTDShutdown Logging In System Login Window]] [[Connection Error Window]] [[Setting the Date and Time]] [[[[FTD Mercury ...) |
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| - | [[Overview]] | + | *[[Overview]] |
| - | [[Basic Operations]] | + | *[[Basic Operations]] |
| - | [[FTDStartup and FTDShutdown]] | + | *[[FTDStartup and FTDShutdown]] |
| - | [[Logging In]] | + | *[[Logging In]] |
| - | [[System Login Window]]]] | + | *[[System Login Window]]]] |
| - | [[[[Connection Error Window]]]] | + | *[[*[[Connection Error Window]]]] |
| - | [[[[Setting the Date and Time]]]] | + | *[[*[[Setting the Date and Time]]]] |
| - | [[[[FTD Mercury Main Menu Window]]]] | + | *[[*[[FTD Mercury Main Menu Window]]]] |
| - | [[[[Exiting FTD Mercury]] | + | *[[*[[Exiting FTD Mercury]] |
| - | [[Address Check Window]] | + | *[[Address Check Window]] |
| - | [[Note Entry Window]] | + | *[[Note Entry Window]] |
| - | [[Setting Up Your Printers]] | + | *[[Setting Up Your Printers]] |
| - | [[Checking Your Windows Default Printer]] | + | *[[Checking Your Windows Default Printer]] |
| - | [[Setting Up Your Reports Printer]] | + | *[[Setting Up Your Reports Printer]] |
| - | [[Setting Up Your Mercury Message Printer]] | + | *[[Setting Up Your Mercury Message Printer]] |
| - | [[Receipt Printer Settings Window]] | + | *[[Receipt Printer Settings Window]] |
| - | [[Printer Form Settings Window]] | + | *[[Printer Form Settings Window]] |
| - | [[Setting Up Your Printers and Form Selections]] | + | *[[Setting Up Your Printers and Form Selections]] |
| - | [[Connecting to Network Printers]] | + | *[[Connecting to Network Printers]] |
| - | [[Receiving Orders and Messages]] | + | *[[Receiving Orders and Messages]] |
| - | [[Printing French Forms and Receipts]] | + | *[[Printing French Forms and Receipts]] |
| - | [[Printing the Task List Report]] | + | *[[Printing the Task List Report]] |
| - | [[Bar Code Tasks Window]] | + | *[[Bar Code Tasks Window]] |
| - | [[Setting Up Your Employees and Passwords]] | + | *[[Setting Up Your Employees and Passwords]] |
| - | [[Backing Up Your Data]] | + | *[[Backing Up Your Data]] |
| - | [[Daily/Weekly/Monthly Checklists]] | + | *[[Daily/Weekly/Monthly Checklists]] |
| - | [[Configuring Your System]] | + | *[[Configuring Your System]] |
| - | [[FTD Mercury Configuration Window]] | + | *[[FTD Mercury Configuration Window]] |
| - | [[Audit Trail Window]] | + | *[[Audit Trail Window]] |
| - | [[Software License Window]] | + | *[[Software License Window]] |
| - | [[About Window]] | + | *[[About Window]] |
| - | [[Video Chat]] | + | *[[Video Chat]] |
| - | [[The Mercury Network]] | + | *[[The Mercury Network]] |
| - | [[Mercury Messages]] | + | *[[Mercury Messages]] |
| - | [[Searching for Mercury Messages]] | + | *[[Searching for Mercury Messages]] |
| - | [[Message Center]] | + | *[[Message Center]] |
| - | [[Working with Message Center]] | + | *[[Working with Message Center]] |
| - | [[Attaching Incoming Orders]] | + | *[[Attaching Incoming Orders]] |
| - | [[Handling Messages that Require Attention]] | + | *[[Handling Messages that Require Attention]] |
| - | [[Dealing with Incoming Reject Messages]] | + | *[[Dealing with Incoming Reject Messages]] |
| - | [[Opening Orders Related to Messages]] | + | *[[Opening Orders Related to Messages]] |
| - | [[Creating New Mercury Messages]] | + | *[[Creating New Mercury Messages]] |
| - | [[New Message Window]] | + | *[[New Message Window]] |
| - | [[Responding to Mercury Messages]] | + | *[[Responding to Mercury Messages]] |
| - | [[Responding to Incoming Messages]] | + | *[[Responding to Incoming Messages]] |
| - | [[Responding to Outgoing Orders]] | + | *[[Responding to Outgoing Orders]] |
| - | [[Requesting a Price Change]] | + | *[[Requesting a Price Change]] |
| - | [[Acknowledging Messages]] | + | *[[Acknowledging Messages]] |
| - | [[Acknowledgement Window]] | + | *[[Acknowledgement Window]] |
| - | [[Rejecting Incoming Orders]] | + | *[[Rejecting Incoming Orders]] |
| - | [[Deleting Messages from Message Center]] | + | *[[Deleting Messages from Message Center]] |
| - | [[Printing Messages]] | + | *[[Printing Messages]] |
| - | [[Mercury Order Message]] | + | *[[Mercury Order Message]] |
| - | [[Helpful Hints on Sending a Mercury Order]] | + | *[[Helpful Hints on Sending a Mercury Order]] |
| - | [[Auto Select]] | + | *[[Auto Select]] |
| - | [[Recording a Phoned-In Order]] | + | *[[Recording a Phoned-In Order]] |
| - | [[Message Responses]] | + | *[[Message Responses]] |
| - | [[Message Response Window]] | + | *[[Message Response Window]] |
| - | [[ASK Message]] | + | *[[ASK Message]] |
| - | [[ANSwer Message]] | + | *[[ANSwer Message]] |
| - | [[CANcellation Message]] | + | *[[CANcellation Message]] |
| - | [[CONfirmation Message]] | + | *[[CONfirmation Message]] |
| - | [[Delivery Confirmation Message (ANS)]] | + | *[[Delivery Confirmation Message (ANS)]] |
| - | [[Sending an Automatic Delivery Confirmation Message]] | + | *[[Sending an Automatic Delivery Confirmation Message]] |
| - | [[Sending a Manual Delivery Confirmation Message]] | + | *[[Sending a Manual Delivery Confirmation Message]] |
| - | [[Delivery Confirmation Message (ANS) Window]] | + | *[[Delivery Confirmation Message (ANS) Window]] |
| - | [[DENy Message]] | + | *[[DENy Message]] |
| - | [[FORward Message]] | + | *[[FORward Message]] |
| - | [[REJect Message]] | + | *[[REJect Message]] |
| - | [[Miscellaneous Mercury Messages]] | + | *[[Miscellaneous Mercury Messages]] |
| - | [[GENeral Message]] | + | *[[GENeral Message]] |
| - | [[Sending a GENeral Message]] | + | *[[Sending a GENeral Message]] |
| - | [[General Message Window]] | + | *[[General Message Window]] |
| - | [[ADJustment Report Message]] | + | *[[ADJustment Report Message]] |
| - | [[REC Message List (REC)]] | + | *[[REC Message List (REC)]] |
| - | [[SUSpend and RESume Messages]] | + | *[[SUSpend and RESume Messages]] |
| - | [[SUSpend Message]] | + | *[[SUSpend Message]] |
| - | [[Suspend Message (SUS) Window]] | + | *[[Suspend Message (SUS) Window]] |
| - | [[Sending a RESume Message]] | + | *[[Sending a RESume Message]] |
| - | [[Resume Message (RES) Window]] | + | *[[Resume Message (RES) Window]] |
| - | [[RETrieval Message]] | + | *[[RETrieval Message]] |
| - | [[Order Detail View Window]] | + | *[[Order Detail View Window]] |
| - | [[Message Locate Error Window]] | + | *[[Message Locate Error Window]] |
| - | [[Florist Directory & Search]] | + | *[[Florist Directory & Search]] |
| - | [[Searching for Florists]] | + | *[[Searching for Florists]] |
| - | [[Florist Search Window]] | + | *[[Florist Search Window]] |
| - | [[Florist Details Window]] | + | *[[Florist Details Window]] |
| - | [[Florist Listing Hover Balloon]] | + | *[[Florist Listing Hover Balloon]] |
| - | [[Additional Information Hover Box]] | + | *[[Additional Information Hover Box]] |
| - | [[Florist Notes Window]] | + | *[[Florist Notes Window]] |
| - | [[Florist Status]] | + | *[[Florist Status]] |
| - | [[Preferred Status Window]] | + | *[[Preferred Status Window]] |
| - | [[Facility Search]] | + | *[[Facility Search]] |
| - | [[Facility Search Window]] | + | *[[Facility Search Window]] |
| - | [[Searching for a Florist Who Serves a Facility]] | + | *[[Searching for a Florist Who Serves a Facility]] |
| - | [[Managing Employees]] | + | *[[Managing Employees]] |
| - | [[Adding Employees]] | + | *[[Adding Employees]] |
| - | [[Editing Existing Employee Information]] | + | *[[Editing Existing Employee Information]] |
| - | [[Requiring Employee Names in Order Entry and Point of Sale]] | + | *[[Requiring Employee Names in Order Entry and Point of Sale]] |
| - | [[Changing Employee Passwords]] | + | *[[Changing Employee Passwords]] |
| - | [[FTD Server Password Window]] | + | *[[FTD Server Password Window]] |
| - | [[Terminating an Employee in Your System]] | + | *[[Terminating an Employee in Your System]] |
| - | [[Activating Terminated Employees]] | + | *[[Activating Terminated Employees]] |
| - | [[Handling Employee Payroll]] | + | *[[Handling Employee Payroll]] |
| - | [[Tracking Employee Time]] | + | *[[Tracking Employee Time]] |
| - | [[Employee Reports]] | + | *[[Employee Reports]] |
| - | [[Employee Types]] | + | *[[Employee Types]] |
| - | [[Adding Employee Types]] | + | *[[Adding Employee Types]] |
| - | [[Removing Employee Types]] | + | *[[Removing Employee Types]] |
| - | [[Job Functions]] | + | *[[Job Functions]] |
| - | [[Adding Job Functions]] | + | *[[Adding Job Functions]] |
| - | [[Removing Existing Job Functions]] | + | *[[Removing Existing Job Functions]] |
| - | [[Security]] | + | *[[Security]] |
| - | [[Setting Job Function-Level Security]] | + | *[[Setting Job Function-Level Security]] |
| - | [[Setting Window Access for Employees]] | + | *[[Setting Window Access for Employees]] |
| - | [[Searching for Employees]] | + | *[[Searching for Employees]] |
| - | [[Employee Search Window]] | + | *[[Employee Search Window]] |
| - | [[Printing the Employee List]] | + | *[[Printing the Employee List]] |
| - | [[Employee History Information Window]] | + | *[[Employee History Information Window]] |
| - | [[Employee Sales Report Window]] | + | *[[Employee Sales Report Window]] |
| - | [[Customer Maintenance]] | + | *[[Customer Maintenance]] |
| - | [[Customer Detail Information Window]] | + | *[[Customer Detail Information Window]] |
| - | [[General Tab]] | + | *[[General Tab]] |
| - | [[House Account Tab]] | + | *[[House Account Tab]] |
| - | [[Statistics Tab]] | + | *[[Statistics Tab]] |
| - | [[Customer Account Balance Detail Window]] | + | *[[Customer Account Balance Detail Window]] |
| - | [[Customer Account Balance Detail Report]] | + | *[[Customer Account Balance Detail Report]] |
| - | [[Credit Cards Tab]] | + | *[[Credit Cards Tab]] |
| - | [[Customer Credit Card Window]] | + | *[[Customer Credit Card Window]] |
| - | [[Contacts Tab]] | + | *[[Contacts Tab]] |
| - | [[Order History Tab]] | + | *[[Order History Tab]] |
| - | [[Marketing Tab]] | + | *[[Marketing Tab]] |
| - | [[Statement Tab]] | + | *[[Statement Tab]] |
| - | [[Standing Order Tab]] | + | *[[Standing Order Tab]] |
| - | [[Standing Order Scheduler Window]] | + | *[[Standing Order Scheduler Window]] |
| - | [[Life Cycle Tab]] | + | *[[Life Cycle Tab]] |
| - | [[Printing Life Cycle Detail]] | + | *[[Printing Life Cycle Detail]] |
| - | [[Customer Account Life Cycle Details Report]] | + | *[[Customer Account Life Cycle Details Report]] |
| - | [[Adding New Customers]] | + | *[[Adding New Customers]] |
| - | [[Customer Search]] | + | *[[Customer Search]] |
| - | [[Searching for Customers]] | + | *[[Searching for Customers]] |
| - | [[Customer Search Window]] | + | *[[Customer Search Window]] |
| - | [[Setting Up House Accounts]] | + | *[[Setting Up House Accounts]] |
| - | [[Viewing Customer Statistics]] | + | *[[Viewing Customer Statistics]] |
| - | [[Maintaining Credit Card Information]] | + | *[[Maintaining Credit Card Information]] |
| - | [[Adding Credit Cards]] | + | *[[Adding Credit Cards]] |
| - | [[Removing Credit Cards]] | + | *[[Removing Credit Cards]] |
| - | [[Editing Credit Cards]] | + | *[[Editing Credit Cards]] |
| - | [[Customer Contacts]] | + | *[[Customer Contacts]] |
| - | [[Viewing Order History for a Customer]] | + | *[[Viewing Order History for a Customer]] |
| - | [[Marking Orders Delivered/Not Delivered]] | + | *[[Marking Orders Delivered/Not Delivered]] |
| - | [[Customer Marketing]] | + | *[[Customer Marketing]] |
| - | [[Customer Statement History]] | + | *[[Customer Statement History]] |
| - | [[Wedding Accounts]] | + | *[[Wedding Accounts]] |
| - | [[Creating a Wedding Account/Charging Products to Account]] | + | *[[Creating a Wedding Account/Charging Products to Account]] |
| - | [[Receiving Payments on Wedding Accounts]] | + | *[[Receiving Payments on Wedding Accounts]] |
| - | [[Paying Off the Balance on Wedding Accounts]] | + | *[[Paying Off the Balance on Wedding Accounts]] |
| - | [[Customer Merge]] | + | *[[Customer Merge]] |
| - | [[Merging Customer Accounts]] | + | *[[Merging Customer Accounts]] |
| - | [[Customer Merge Window]] | + | *[[Customer Merge Window]] |
| - | [[Customer Purge]] | + | *[[Customer Purge]] |
| - | [[Protecting Customers from Customer Purge]] | + | *[[Protecting Customers from Customer Purge]] |
| - | [[Deleting Individual Customers]] | + | *[[Deleting Individual Customers]] |
| - | [[Purge Customers Window]] | + | *[[Purge Customers Window]] |
| - | [[Product Maintenance]] | + | *[[Product Maintenance]] |
| - | [[Using Product Codes in Order Entry and Point of Sale]] | + | *[[Using Product Codes in Order Entry and Point of Sale]] |
| - | [[Searching for Products]] | + | *[[Searching for Products]] |
| - | [[Product Search Window]] | + | *[[Product Search Window]] |
| - | [[Adding New Products]] | + | *[[Adding New Products]] |
| - | [[Adding Pictures to Products]] | + | *[[Adding Pictures to Products]] |
| - | [[Removing Pictures from Local Products]] | + | *[[Removing Pictures from Local Products]] |
| - | [[Product Recipes]] | + | *[[Product Recipes]] |
| - | [[Product Entry Window]] | + | *[[Product Entry Window]] |
| - | [[Quick Picks]] | + | *[[Quick Picks]] |
| - | [[Copying Care Instructions]] | + | *[[Copying Care Instructions]] |
| - | [[Deleting Products]] | + | *[[Deleting Products]] |
| - | [[Multiple Price Points]] | + | *[[Multiple Price Points]] |
| - | [[FTD Mercury & Your FOL Web Site]] | + | *[[FTD Mercury & Your FOL Web Site]] |
| - | [[FOL Product Window]] | + | *[[FOL Product Window]] |
| - | [[Adding Custom Products to Your FOL Web Site]] | + | *[[Adding Custom Products to Your FOL Web Site]] |
| - | [[Editing Custom Products on Your FOL Web Site]] | + | *[[Editing Custom Products on Your FOL Web Site]] |
| - | [[Removing Custom Products from Your FOL Web Site]] | + | *[[Removing Custom Products from Your FOL Web Site]] |
| - | [[Deactivating Custom Products on Your FOL Web Site]] | + | *[[Deactivating Custom Products on Your FOL Web Site]] |
| - | [[Changing the Price for Products on Your FOL Web Site]] | + | *[[Changing the Price for Products on Your FOL Web Site]] |
| - | [[Gift Certificates]] | + | *[[Gift Certificates]] |
| - | [[Setting Up Gift Certificates]] | + | *[[Setting Up Gift Certificates]] |
| - | [[Coupons]] | + | *[[Coupons]] |
| - | [[Setting Up Coupons]] | + | *[[Setting Up Coupons]] |
| - | [[Delivery Zones and Fees]] | + | *[[Delivery Zones and Fees]] |
| - | [[Bar Codes]] | + | *[[Bar Codes]] |
| - | [[Associating Bar Codes with Products]] | + | *[[Associating Bar Codes with Products]] |
| - | [[Deleting Associated Bar Codes]] | + | *[[Deleting Associated Bar Codes]] |
| - | [[Bar Code Window]] | + | *[[Bar Code Window]] |
| - | [[Wire Service Product Code List Window]] | + | *[[Wire Service Product Code List Window]] |
| - | [[Working with Orders]] | + | *[[Working with Orders]] |
| - | [[Point of Sale vs. Order Entry]] | + | *[[Point of Sale vs. Order Entry]] |
| - | [[Order Entry Window]] | + | *[[Order Entry Window]] |
| - | [[Point of Sale Window]] | + | *[[Point of Sale Window]] |
| - | [[Navigating the Order Entry Window and Point of Sale Window]] | + | *[[Navigating the Order Entry Window and Point of Sale Window]] |
| - | [[Entering Orders]] | + | *[[Entering Orders]] |
| - | [[Order Entry Anatomy]] | + | *[[Order Entry Anatomy]] |
| - | [[Filling Out the Order Entry or Point of Sale Window]] | + | *[[Filling Out the Order Entry or Point of Sale Window]] |
| - | [[Entering Carry Out Orders]] | + | *[[Entering Carry Out Orders]] |
| - | [[Entering Orders for Pickup]] | + | *[[Entering Orders for Pickup]] |
| - | [[Locating and Completing Pickup Orders]] | + | *[[Locating and Completing Pickup Orders]] |
| - | [[Entering Orders for Local Delivery]] | + | *[[Entering Orders for Local Delivery]] |
| - | [[Entering Local Deliveries as C.O.D. Orders]] | + | *[[Entering Local Deliveries as C.O.D. Orders]] |
| - | [[Entering Wire Out Orders]] | + | *[[Entering Wire Out Orders]] |
| - | [[Entering Phoned-Out Orders]] | + | *[[Entering Phoned-Out Orders]] |
| - | [[Attaching Incoming Orders]] | + | *[[Attaching Incoming Orders]] |
| - | [[Processing Incoming Wire Orders]] | + | *[[Processing Incoming Wire Orders]] |
| - | [[Entering Phoned-In Orders]] | + | *[[Entering Phoned-In Orders]] |
| - | [[Entering Phoned-In Orders When You Know the Order Amount]] | + | *[[Entering Phoned-In Orders When You Know the Order Amount]] |
| - | [[Entering Phoned-In Orders Based on Products]] | + | *[[Entering Phoned-In Orders Based on Products]] |
| - | [[Creating a Wire Out Order from an Incoming Florists Online or Flowers All Hours Order]] | + | *[[Creating a Wire Out Order from an Incoming Florists Online or Flowers All Hours Order]] |
| - | [[Order Entry Wire Product]] | + | *[[Order Entry Wire Product]] |
| - | [[Canadian Tax Calculations for Incoming Wire and Phone Orders]] | + | *[[Canadian Tax Calculations for Incoming Wire and Phone Orders]] |
| - | [[Filing Incomplete Orders]] | + | *[[Filing Incomplete Orders]] |
| - | [[Locating Filed Orders]] | + | *[[Locating Filed Orders]] |
| - | [[Deleting Previously Filed Orders]] | + | *[[Deleting Previously Filed Orders]] |
| - | [[C.O.D. Orders]] | + | *[[C.O.D. Orders]] |
| - | [[Taking Order Payments]] | + | *[[Taking Order Payments]] |
| - | [[Debit Card Payments]] | + | *[[Debit Card Payments]] |
| - | [[Redeeming Gift Certificates]] | + | *[[Redeeming Gift Certificates]] |
| - | [[Redeeming Coupons]] | + | *[[Redeeming Coupons]] |
| - | [[Payments Window]] | + | *[[Payments Window]] |
| - | [[Transferring Orders to Other Stores]] | + | *[[Transferring Orders to Other Stores]] |
| - | [[Using Abbreviation Codes in Orders]] | + | *[[Using Abbreviation Codes in Orders]] |
| - | [[Printing Abbreviation Codes]] | + | *[[Printing Abbreviation Codes]] |
| - | [[Abbreviation Code Lookup Window]] | + | *[[Abbreviation Code Lookup Window]] |
| - | [[Caller ID and Orders]] | + | *[[Caller ID and Orders]] |
| - | [[Gift Cards]] | + | *[[Gift Cards]] |
| - | [[Gift Cards Sales & Redemption]] | + | *[[Gift Cards Sales & Redemption]] |
| - | [[Selling New Gift Cards]] | + | *[[Selling New Gift Cards]] |
| - | [[Adding Value to Gift Cards]] | + | *[[Adding Value to Gift Cards]] |
| - | [[Refunding the Purchase of a Gift Card]] | + | *[[Refunding the Purchase of a Gift Card]] |
| - | [[Accepting Gift Card Payments]] | + | *[[Accepting Gift Card Payments]] |
| - | [[Cancelling or Refunding Orders Paid for with Gift Cards]] | + | *[[Cancelling or Refunding Orders Paid for with Gift Cards]] |
| - | [[Copying an Order with a Gift Card Payment]] | + | *[[Copying an Order with a Gift Card Payment]] |
| - | [[Issuing Store Credit with Gift Cards]] | + | *[[Issuing Store Credit with Gift Cards]] |
| - | [[Gift Card Reporting]] | + | *[[Gift Card Reporting]] |
| - | [[Gift Card Activity Window]] | + | *[[Gift Card Activity Window]] |
| - | [[Tickets]] | + | *[[Tickets]] |
| - | [[Ticket Search Window]] | + | *[[Ticket Search Window]] |
| - | [[Searching for Tickets]] | + | *[[Searching for Tickets]] |
| - | [[Printing Ticket Search Results]] | + | *[[Printing Ticket Search Results]] |
| - | [[Printing Invoices from Ticket Search]] | + | *[[Printing Invoices from Ticket Search]] |
| - | [[Opening Orders from Ticket Search]] | + | *[[Opening Orders from Ticket Search]] |
| - | [[Copying Existing Tickets and Sales]] | + | *[[Copying Existing Tickets and Sales]] |
| - | [[Working with Tickets in Order Entry/Point of Sale]] | + | *[[Working with Tickets in Order Entry/Point of Sale]] |
| - | [[Handling Funerals]] | + | *[[Handling Funerals]] |
| - | [[Opening the Funeral Log]] | + | *[[Opening the Funeral Log]] |
| - | [[Funeral Log Window]] | + | *[[Funeral Log Window]] |
| - | [[Adding Funerals to Funeral Log]] | + | *[[Adding Funerals to Funeral Log]] |
| - | [[Add Recipient Window]] | + | *[[Add Recipient Window]] |
| - | [[Using Funerals to Select Recipients]] | + | *[[Using Funerals to Select Recipients]] |
| - | [[Changing Funeral Information]] | + | *[[Changing Funeral Information]] |
| - | [[Generating Acknowledgement List Reports]] | + | *[[Generating Acknowledgement List Reports]] |
| - | [[Removing Funerals]] | + | *[[Removing Funerals]] |
| - | [[Working with Recipient Pictures]] | + | *[[Working with Recipient Pictures]] |
| - | [[Picture Center Window]] | + | *[[Picture Center Window]] |
| - | [[Attaching Pictures to Tickets]] | + | *[[Attaching Pictures to Tickets]] |
| - | [[Sending Product Pictures]] | + | *[[Sending Product Pictures]] |
| - | [[Output Options Window]] | + | *[[Output Options Window]] |
| - | [[Standing Orders]] | + | *[[Standing Orders]] |
| - | [[Creating Standing Order Templates]] | + | *[[Creating Standing Order Templates]] |
| - | [[Editing Existing Standing Order Templates]] | + | *[[Editing Existing Standing Order Templates]] |
| - | [[Deleting Existing Standing Order Templates]] | + | *[[Deleting Existing Standing Order Templates]] |
| - | [[Deleting Upcoming Orders to be Generated by a Standing Order Template]] | + | *[[Deleting Upcoming Orders to be Generated by a Standing Order Template]] |
| - | [[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]] | + | *[[Delivery Confirmation]] |
| - | [[Required Configurations for Delivery Confirmation]] | + | *[[Required Configurations for Delivery Confirmation]] |
| - | [[Sending Delivery Confirmation Email Messages]] | + | *[[Sending Delivery Confirmation Email Messages]] |
| - | [[Automatically Sending Delivery Confirmation ANS Messages]] | + | *[[Automatically Sending Delivery Confirmation ANS Messages]] |
| - | [[Marking Orders Delivered in Order Entry]] | + | *[[Marking Orders Delivered in Order Entry]] |
| - | [[Marking Orders as Delivered in Ticket Search]] | + | *[[Marking Orders as Delivered in Ticket Search]] |
| - | [[Processing Refunds & Exchanges]] | + | *[[Processing Refunds & Exchanges]] |
| - | [[Refunds and Ticket Search]] | + | *[[Refunds and Ticket Search]] |
| - | [[Refunding Entire Sales with One-Click Refunds]] | + | *[[Refunding Entire Sales with One-Click Refunds]] |
| - | [[Refunding Single Tickets with One-Click Refunds]] | + | *[[Refunding Single Tickets with One-Click Refunds]] |
| - | [[Partial Refunds of Sales with One-Click Refunds]] | + | *[[Partial Refunds of Sales with One-Click Refunds]] |
| - | [[Partial Refunds of Single Tickets with One-Click Refunds]] | + | *[[Partial Refunds of Single Tickets with One-Click Refunds]] |
| - | [[Handling Exchanges with One-Click Refunds]] | + | *[[Handling Exchanges with One-Click Refunds]] |
| - | [[New Sale-Based Refunds and Exchanges]] | + | *[[New Sale-Based Refunds and Exchanges]] |
| - | [[Refunds and Wire Out Orders]] | + | *[[Refunds and Wire Out Orders]] |
| - | [[Refund Window]] | + | *[[Refund Window]] |
| - | [[Order Life Cycle]] | + | *[[Order Life Cycle]] |
| - | [[Order Life Cycle Messages]] | + | *[[Order Life Cycle Messages]] |
| - | [[Printing Order Life Cycle Details]] | + | *[[Printing Order Life Cycle Details]] |
| - | [[Order Life Cycle Details Report]] | + | *[[Order Life Cycle Details Report]] |
| - | [[Additional Order Tasks & Windows]] | + | *[[Additional Order Tasks & Windows]] |
| - | [[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]] |
| - | [[Using Bar Codes]] | + | *[[Using Bar Codes]] |
| - | [[Editing Existing Orders]] | + | *[[Editing Existing Orders]] |
| - | [[Cancelling Orders]] | + | *[[Cancelling Orders]] |
| - | [[One-Off Printing]] | + | *[[One-Off Printing]] |
| - | [[Editing an Order from History]] | + | *[[Editing an Order from History]] |
| - | [[Card Messages and Font Sizes]] | + | *[[Card Messages and Font Sizes]] |
| - | [[Sending a Card to Multiple Recipients]] | + | *[[Sending a Card to Multiple Recipients]] |
| - | [[Ticket Status Window]] | + | *[[Ticket Status Window]] |
| - | [[Delivery Information Window]] | + | *[[Delivery Information Window]] |
| - | [[Map It Window]] | + | *[[Map It Window]] |
| - | [[Cancel Confirmation Window]] | + | *[[Cancel Confirmation Window]] |
| - | [[Multiple Recipients Window]] | + | *[[Multiple Recipients Window]] |
| - | [[Cancel or Void Order Window]] | + | *[[Cancel or Void Order Window]] |
| - | [[Automated Order Interface]] | + | *[[Automated Order Interface]] |
| - | [[Automatic Order Processing]] | + | *[[Automatic Order Processing]] |
| - | [[Outgoing Order Handling by Automatic Order Processing]] | + | *[[Outgoing Order Handling by Automatic Order Processing]] |
| - | [[Credit Card Payments and Automatic Order Processing]] | + | *[[Credit Card Payments and Automatic Order Processing]] |
| - | [[Potential Issues that Prevent Automatic Order Processing]] | + | *[[Potential Issues that Prevent Automatic Order Processing]] |
| - | [[Automatic Order Processing Screen]] | + | *[[Automatic Order Processing Screen]] |
| - | [[Accessing the Automatic Order Processing Screen]] | + | *[[Accessing the Automatic Order Processing Screen]] |
| - | [[Configuring Automatic Order Processing]] | + | *[[Configuring Automatic Order Processing]] |
| - | [[Disabling Automatic Order Processing]] | + | *[[Disabling Automatic Order Processing]] |
| - | [[Configuring AOP for Send-Only Florists]] | + | *[[Configuring AOP for Send-Only Florists]] |
| - | [[Florists Online and Flowers All Hours Product Codes]] | + | *[[Florists Online and Flowers All Hours Product Codes]] |
| - | [[Automatic Order Processing and the System Employee]] | + | *[[Automatic Order Processing and the System Employee]] |
| - | [[WebGifts Processing]] | + | *[[WebGifts Processing]] |
| - | [[AOP and Other Wire Services]] | + | *[[AOP and Other Wire Services]] |
| - | [[Managing Point of Sale Sessions]] | + | *[[Managing Point of Sale Sessions]] |
| - | [[Point of Sale Sessions]] | + | *[[Point of Sale Sessions]] |
| - | [[Point of Sale Configurations]] | + | *[[Point of Sale Configurations]] |
| - | [[Setting Up the Cash Drawer]] | + | *[[Setting Up the Cash Drawer]] |
| - | [[Setting Up Paid Out/In Types]] | + | *[[Setting Up Paid Out/In Types]] |
| - | [[Adding a Paid Out or Paid In Type]] | + | *[[Adding a Paid Out or Paid In Type]] |
| - | [[Removing an Existing Paid Out or Paid In Type]] | + | *[[Removing an Existing Paid Out or Paid In Type]] |
| - | [[Renaming a Paid Out/In Type]] | + | *[[Renaming a Paid Out/In Type]] |
| - | [[Managing the Cash Drawer]] | + | *[[Managing the Cash Drawer]] |
| - | [[Setting the Opening Balance]] | + | *[[Setting the Opening Balance]] |
| - | [[Opening Balance Window]] | + | *[[Opening Balance Window]] |
| - | [[Processing a No Sale Transaction]] | + | *[[Processing a No Sale Transaction]] |
| - | [[No Sale Window]] | + | *[[No Sale Window]] |
| - | [[Processing a Paid Out or Paid In Transaction]] | + | *[[Processing a Paid Out or Paid In Transaction]] |
| - | [[Paid Out/In Window]] | + | *[[Paid Out/In Window]] |
| - | [[Z-Out Transactions]] | + | *[[Z-Out Transactions]] |
| - | [[Point of Sale Session Scenarios for Z-Out Transactions]] | + | *[[Point of Sale Session Scenarios for Z-Out Transactions]] |
| - | [[Processing a Z-Out Transaction]] | + | *[[Processing a Z-Out Transaction]] |
| - | [[Z-Out Window]] | + | *[[Z-Out Window]] |
| - | [[Money Counter Window]] | + | *[[Money Counter Window]] |
| - | [[X-Out Transactions]] | + | *[[X-Out Transactions]] |
| - | [[Processing an X-Out Transaction]] | + | *[[Processing an X-Out Transaction]] |
| - | [[Point of Sale History]] | + | *[[Point of Sale History]] |
| - | [[Opening Point of Sale History]] | + | *[[Opening Point of Sale History]] |
| - | [[POS Session History Window]] | + | *[[POS Session History Window]] |
| - | [[Using the POS Session Detail]] | + | *[[Using the POS Session Detail]] |
| - | [[POS Session Detail Window]] | + | *[[POS Session Detail Window]] |
| - | [[POS Manual Entry Window]] | + | *[[POS Manual Entry Window]] |
| - | [[POS Registration Window]] | + | *[[POS Registration Window]] |
| - | [[Reprinting Receipts]] | + | *[[Reprinting Receipts]] |
| - | [[Design Center]] | + | *[[Design Center]] |
| - | [[Opening the Design Center Window]] | + | *[[Opening the Design Center Window]] |
| - | [[Design Center Window]] | + | *[[Design Center Window]] |
| - | [[Assigning Products to Designers]] | + | *[[Assigning Products to Designers]] |
| - | [[Optimizing Workflows Using Bar Code Scanners]] | + | *[[Optimizing Workflows Using Bar Code Scanners]] |
| - | [[Analyzing Designer Workloads]] | + | *[[Analyzing Designer Workloads]] |
| - | [[Designer Analysis Window]] | + | *[[Designer Analysis Window]] |
| - | [[Marking Products Designed]] | + | *[[Marking Products Designed]] |
| - | [[Viewing Product Pictures and Recipes]] | + | *[[Viewing Product Pictures and Recipes]] |
| - | [[Attaching Design Pictures to Tickets]] | + | *[[Attaching Design Pictures to Tickets]] |
| - | [[Printing Invoices]] | + | *[[Printing Invoices]] |
| - | [[Processing and Settling Credit Cards]] | + | *[[Processing and Settling Credit Cards]] |
| - | [[FTD CashFlo Credit Card Program]] | + | *[[FTD CashFlo Credit Card Program]] |
| - | [[Credit Cards over the Internet]] | + | *[[Credit Cards over the Internet]] |
| - | [[Cards on File]] | + | *[[Cards on File]] |
| - | [[Processing Credit Cards]] | + | *[[Processing Credit Cards]] |
| - | [[The Approval Process]] | + | *[[The Approval Process]] |
| - | [[Changing the Price for a Credit Card Order Prior to Settlement]] | + | *[[Changing the Price for a Credit Card Order Prior to Settlement]] |
| - | [[Voice Authorizing Credit Cards]] | + | *[[Voice Authorizing Credit Cards]] |
| - | [[Entering Voice Authorization Details for a Credit Card Transaction]] | + | *[[Entering Voice Authorization Details for a Credit Card Transaction]] |
| - | [[Credit Card Authorization Window]] | + | *[[Credit Card Authorization Window]] |
| - | [[View Credit Card Authorization Window]] | + | *[[View Credit Card Authorization Window]] |
| - | [[Searching for Credit Card Transactions]] | + | *[[Searching for Credit Card Transactions]] |
| - | [[Viewing Credit Card Transactions from the Credit Card Search Window]] | + | *[[Viewing Credit Card Transactions from the Credit Card Search Window]] |
| - | [[Resending 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]] | + | *[[Voice Authorizing Credit Card Transactions from the Credit Card Search Window]] |
| - | [[Deleting Unapproved 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 Search Window]] |
| - | [[Credit Card Settlement]] | + | *[[Credit Card Settlement]] |
| - | [[Credit Card Settlement Window]] | + | *[[Credit Card Settlement Window]] |
| - | [[Handling Unsettled Credit Card Authorizations]] | + | *[[Handling Unsettled Credit Card Authorizations]] |
| - | [[Unsettled Credit Card Authorizations Window]] | + | *[[Unsettled Credit Card Authorizations Window]] |
| - | [[View Settlement Totals Window]] | + | *[[View Settlement Totals Window]] |
| - | [[Mercury Delivery]] | + | *[[Mercury Delivery]] |
| - | [[Address Verification]] | + | *[[Address Verification]] |
| - | [[Setting Up Address Verification]] | + | *[[Setting Up Address Verification]] |
| - | [[Using Address Verification]] | + | *[[Using Address Verification]] |
| - | [[Mapping and Routing Using Mercury Delivery]] | + | *[[Mapping and Routing Using Mercury Delivery]] |
| - | [[Delivery Snapshot Window]] | + | *[[Delivery Snapshot Window]] |
| - | [[About Mercury Delivery Processing Application Window]] | + | *[[About Mercury Delivery Processing Application Window]] |
| - | [[Delivery Zones]] | + | *[[Delivery Zones]] |
| - | [[Creating Delivery Zones]] | + | *[[Creating Delivery Zones]] |
| - | [[Creating Delivery Zones by Map]] | + | *[[Creating Delivery Zones by Map]] |
| - | [[Creating Delivery Zones by ZIP/Postal Code]] | + | *[[Creating Delivery Zones by ZIP/Postal Code]] |
| - | [[Creating Delivery Zones by Address]] | + | *[[Creating Delivery Zones by Address]] |
| - | [[Find Window]] | + | *[[Find Window]] |
| - | [[Removing Delivery Zones]] | + | *[[Removing Delivery Zones]] |
| - | [[Create Zone Window]] | + | *[[Create Zone Window]] |
| - | [[Delivery Zones List]] | + | *[[Delivery Zones List]] |
| - | [[Creating Delivery Routes]] | + | *[[Creating Delivery Routes]] |
| - | [[Create Routes Window]] | + | *[[Create Routes Window]] |
| - | [[Complete Route Window]] | + | *[[Complete Route Window]] |
| - | [[Changing the Route Name or Origin]] | + | *[[Changing the Route Name or Origin]] |
| - | [[Rename Route Window]] | + | *[[Rename Route Window]] |
| - | [[Route Origin Window]] | + | *[[Route Origin Window]] |
| - | [[Optimizing Routes]] | + | *[[Optimizing Routes]] |
| - | [[Optimize Route Options Window]] | + | *[[Optimize Route Options Window]] |
| - | [[Changing the Delivery Zone for an Order]] | + | *[[Changing the Delivery Zone for an Order]] |
| - | [[Change Zone Window]] | + | *[[Change Zone Window]] |
| - | [[Viewing Order Details (Products)]] | + | *[[Viewing Order Details (Products)]] |
| - | [[Order Details Window]] | + | *[[Order Details Window]] |
| - | [[Adding Additional Orders to the Route]] | + | *[[Adding Additional Orders to the Route]] |
| - | [[Add Order Window]] | + | *[[Add Order Window]] |
| - | [[Add Zone Window]] | + | *[[Add Zone Window]] |
| - | [[Adding Non-Order Stops to the Route]] | + | *[[Adding Non-Order Stops to the Route]] |
| - | [[Linking and Unlinking Orders]] | + | *[[Linking and Unlinking Orders]] |
| - | [[Removing Orders from the Route]] | + | *[[Removing Orders from the Route]] |
| - | [[Editing Saved (Incomplete) Routes]] | + | *[[Editing Saved (Incomplete) Routes]] |
| - | [[Select Saved Routes Window]] | + | *[[Select Saved Routes Window]] |
| - | [[Saved Routes Window]] | + | *[[Saved Routes Window]] |
| - | [[Modifying Delivery Routes]] | + | *[[Modifying Delivery Routes]] |
| - | [[Viewing Routing Progress]] | + | *[[Viewing Routing Progress]] |
| - | [[Select Routing Progress Window]] | + | *[[Select Routing Progress Window]] |
| - | [[Routing Progress Window]] | + | *[[Routing Progress Window]] |
| - | [[Viewing the Route Details]] | + | *[[Viewing the Route Details]] |
| - | [[Wrapping Up Routes]] | + | *[[Wrapping Up Routes]] |
| - | [[Truck Return]] | + | *[[Truck Return]] |
| - | [[Truck Return Window]] | + | *[[Truck Return Window]] |
| - | [[Handling Truck Returns]] | + | *[[Handling Truck Returns]] |
| - | [[Marking an Entire Route as Delivered]] | + | *[[Marking an Entire Route as Delivered]] |
| - | [[Truck Stop Details Window]] | + | *[[Truck Stop Details Window]] |
| - | [[Redelivery Window]] | + | *[[Redelivery Window]] |
| - | [[Follow Up Deliveries]] | + | *[[Follow Up Deliveries]] |
| - | [[Follow Up Delivery Window]] | + | *[[Follow Up Delivery Window]] |
| - | [[Using Garmin GPS Devices for Delivery]] | + | *[[Using Garmin GPS Devices for Delivery]] |
| - | [[Setting Your Home Location on the GPS Device]] | + | *[[Setting Your Home Location on the GPS Device]] |
| - | [[Removing Previous Routes from the GPS Device]] | + | *[[Removing Previous Routes from the GPS Device]] |
| - | [[Uploading Routes to the GPS Device]] | + | *[[Uploading Routes to the GPS Device]] |
| - | [[Accessing Routes on the GPS Device]] | + | *[[Accessing Routes on the GPS Device]] |
| - | [[Getting Directions to Your Home Location]] | + | *[[Getting Directions to Your Home Location]] |
| - | [[Returning to Your Shop After a Delivery Route]] | + | *[[Returning to Your Shop After a Delivery Route]] |
| - | [[Delivery Reports]] | + | *[[Delivery Reports]] |
| - | [[Delivery Zone Report]] | + | *[[Delivery Zone Report]] |
| - | [[Delivery Report]] | + | *[[Delivery Report]] |
| - | [[Reprint Route Report]] | + | *[[Reprint Route Report]] |
| - | [[Non Routed Orders Report]] | + | *[[Non Routed Orders Report]] |
| - | [[Both Routed and Non Routed Orders Report]] | + | *[[Both Routed and Non Routed Orders Report]] |
| - | [[Delivered Orders Report]] | + | *[[Delivered Orders Report]] |
| - | [[Delivery Report Window]] | + | *[[Delivery Report Window]] |
| - | [[Delivery Trip Analysis Report]] | + | *[[Delivery Trip Analysis Report]] |
| - | [[Delivery Problem Report]] | + | *[[Delivery Problem Report]] |
| - | [[Downloading Free Construction Updates]] | + | *[[Downloading Free Construction Updates]] |
| - | [[Wireless Delivery Confirmation]] | + | *[[Wireless Delivery Confirmation]] |
| - | [[Setting Up Wireless Delivery Confirmation]] | + | *[[Setting Up Wireless Delivery Confirmation]] |
| - | [[Step 1: Set Up Delivery Codes]] | + | *[[Step 1: Set Up Delivery Codes]] |
| - | [[Step 2: Collect the Login Names of Your "Wireless" Employees]] | + | *[[Step 2: Collect the Login Names of Your "Wireless" Employees]] |
| - | [[Step 3: Confirm the License Key is Valid]] | + | *[[Step 3: Confirm the License Key is Valid]] |
| - | [[Step 4: Set Up Remote Delivery in Mercury Administration (Support Assisted)]] | + | *[[Step 4: Set Up Remote Delivery in Mercury Administration (Support Assisted)]] |
| - | [[Step 5: Create Wireless Employees on the Gearworks Web Site (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 6: Set Up Your Phones on the Gearworks Web Site (Support Assisted)]] |
| - | [[Step 7: Activate Your Phones (Support Assisted)]] | + | *[[Step 7: Activate Your Phones (Support Assisted)]] |
| - | [[Using Wireless Delivery Confirmation]] | + | *[[Using Wireless Delivery Confirmation]] |
| - | [[Downloading the Route Information to the Phone]] | + | *[[Downloading the Route Information to the Phone]] |
| - | [[Receiving Orders on the Phone/Marking Orders Delivered]] | + | *[[Receiving Orders on the Phone/Marking Orders Delivered]] |
| - | [[Completing a Route]] | + | *[[Completing a Route]] |
| - | [[Updating Your etrace Phone Software]] | + | *[[Updating Your etrace Phone Software]] |
| - | [[GPS Upgrade]] | + | *[[GPS Upgrade]] |
| - | [[Tracking Phone Location (With No Orders Downloaded)]] | + | *[[Tracking Phone Location (With No Orders Downloaded)]] |
| - | [[IVR]] | + | *[[IVR]] |
| - | [[Setting Up IVR]] | + | *[[Setting Up IVR]] |
| - | [[Activating IVR (Support Assisted)]] | + | *[[Activating IVR (Support Assisted)]] |
| - | [[Completing Delivery Routes in Mercury Delivery for IVR]] | + | *[[Completing Delivery Routes in Mercury Delivery for IVR]] |
| - | [[Calling In to Receive Orders/Marking Orders Delivered]] | + | *[[Calling In to Receive Orders/Marking Orders Delivered]] |
| - | [[Completing a Route from the Phone]] | + | *[[Completing a Route from the Phone]] |
| - | [[Mercury Marketing]] | + | *[[Mercury Marketing]] |
| - | [[Marketing Ideas]] | + | *[[Marketing Ideas]] |
| - | [[Marketing Letters]] | + | *[[Marketing Letters]] |
| - | [[Printing Florist Thank You Letters]] | + | *[[Printing Florist Thank You Letters]] |
| - | [[Florist Thank You Letter]] | + | *[[Florist Thank You Letter]] |
| - | [[Printing Order Recipient Discount Letters]] | + | *[[Printing Order Recipient Discount Letters]] |
| - | [[Recipient Discount Letter]] | + | *[[Recipient Discount Letter]] |
| - | [[Printing Mailing Labels]] | + | *[[Printing Mailing Labels]] |
| - | [[Printing Occasion Code Letters]] | + | *[[Printing Occasion Code Letters]] |
| - | [[Occasion Code Letter]] | + | *[[Occasion Code Letter]] |
| - | [[Creating Customer Letters]] | + | *[[Creating Customer Letters]] |
| - | [[Printing Delinquency Letters]] | + | *[[Printing Delinquency Letters]] |
| - | [[Delinquency Letter]] | + | *[[Delinquency Letter]] |
| - | [[Modifying Letter Templates]] | + | *[[Modifying Letter Templates]] |
| - | [[Marketing Categories]] | + | *[[Marketing Categories]] |
| - | [[Assigning Marketing Categories to Customers]] | + | *[[Assigning Marketing Categories to Customers]] |
| - | [[Using Customer Categories in Reports]] | + | *[[Using Customer Categories in Reports]] |
| - | [[Mercury Marketing Module]] | + | *[[Mercury Marketing Module]] |
| - | [[Launching the Mercury Marketing Module]] | + | *[[Launching the Mercury Marketing Module]] |
| - | [[Marketing Campaigns]] | + | *[[Marketing Campaigns]] |
| - | [[Creating Direct Mail Marketing Campaigns]] | + | *[[Creating Direct Mail Marketing Campaigns]] |
| - | [[Creating Direct Mail Marketing Campaigns Using Predefined Templates]] | + | *[[Creating Direct Mail Marketing Campaigns Using Predefined Templates]] |
| - | [[Creating Direct Mail Marketing Campaigns Using Custom Templates]] | + | *[[Creating Direct Mail Marketing Campaigns Using Custom Templates]] |
| - | [[Creating a Birthday Reminder Direct Mail Campaign]] | + | *[[Creating a Birthday Reminder Direct Mail Campaign]] |
| - | [[Creating a New Holiday Reminder Direct Mail Campaign]] | + | *[[Creating a New Holiday Reminder Direct Mail Campaign]] |
| - | [[Creating Other (Third-Party) Marketing Campaigns]] | + | *[[Creating Other (Third-Party) Marketing Campaigns]] |
| - | [[Scheduling Campaigns]] | + | *[[Scheduling Campaigns]] |
| - | [[Campaign Analysis]] | + | *[[Campaign Analysis]] |
| - | [[Deleting Campaigns]] | + | *[[Deleting Campaigns]] |
| - | [[Templates]] | + | *[[Templates]] |
| - | [[Modifying an Existing Template]] | + | *[[Modifying an Existing Template]] |
| - | [[Creating a New Template]] | + | *[[Creating a New Template]] |
| - | [[Creating a Single Postcard Template]] | + | *[[Creating a Single Postcard Template]] |
| - | [[Email Marketing Campaigns]] | + | *[[Email Marketing Campaigns]] |
| - | [[Creating Email Campaigns in the Marketing Wizard]] | + | *[[Creating Email Campaigns in the Marketing Wizard]] |
| - | [[Executing Your Email Marketing Campaign on the Constant Contact Web Site]] | + | *[[Executing Your Email Marketing Campaign on the Constant Contact Web Site]] |
| - | [[Guidelines for Developing Email Campaign Messages]] | + | *[[Guidelines for Developing Email Campaign Messages]] |
| - | [[Creating a List of Customer Email Addresses]] | + | *[[Creating a List of Customer Email Addresses]] |
| - | [[Mercury Marketing Wizard Reference]] | + | *[[Mercury Marketing Wizard Reference]] |
| - | [[Welcome Panel]] | + | *[[Welcome Panel]] |
| - | [[Create Campaign Panel]] | + | *[[Create Campaign Panel]] |
| - | [[All Campaigns Window]] | + | *[[All Campaigns Window]] |
| - | [[Add New Referral Code Window]] | + | *[[Add New Referral Code Window]] |
| - | [[Campaign Analysis Window]] | + | *[[Campaign Analysis Window]] |
| - | [[Select Target List Panel]] | + | *[[Select Target List Panel]] |
| - | [[Key Criteria Panel]] | + | *[[Key Criteria Panel]] |
| - | [[Output Fields Panel]] | + | *[[Output Fields Panel]] |
| - | [[Preview and Edit List Panel]] | + | *[[Preview and Edit List Panel]] |
| - | [[Selected Criteria Window]] | + | *[[Selected Criteria Window]] |
| - | [[Save Campaign Panel]] | + | *[[Save Campaign Panel]] |
| - | [[Campaign Scheduler Window]] | + | *[[Campaign Scheduler Window]] |
| - | [[All Criteria Window]] | + | *[[All Criteria Window]] |
| - | [[Wire Service Reconciliation]] | + | *[[Wire Service Reconciliation]] |
| - | [[Automatic Reconciliation]] | + | *[[Automatic Reconciliation]] |
| - | [[Automatically Reconciling Data]] | + | *[[Automatically Reconciling Data]] |
| - | [[Auto Reconciliation History Window]] | + | *[[Auto Reconciliation History Window]] |
| - | [[Load Reconciliation File Window]] | + | *[[Load Reconciliation File Window]] |
| - | [[Match Reconciliation Window]] | + | *[[Match Reconciliation Window]] |
| - | [[Manual Reconciliation]] | + | *[[Manual Reconciliation]] |
| - | [[Manual Reconciliation Window]] | + | *[[Manual Reconciliation Window]] |
| - | [[Manual Wire Reconciliation Filter Window]] | + | *[[Manual Wire Reconciliation Filter Window]] |
| - | [[Reconcile Detail Window]] | + | *[[Reconcile Detail Window]] |
| - | [[Editing Previous Wire Reconciliation Batches]] | + | *[[Editing Previous Wire Reconciliation Batches]] |
| - | [[Accounts Receivable]] | + | *[[Accounts Receivable]] |
| - | [[Billing Functions]] | + | *[[Billing Functions]] |
| - | [[Establishing House Accounts]] | + | *[[Establishing House Accounts]] |
| - | [[Receiving Payments on House Accounts]] | + | *[[Receiving Payments on House Accounts]] |
| - | [[Receiving Payments in Point of Sale]] | + | *[[Receiving Payments in Point of Sale]] |
| - | [[Receiving Payment from the FTD Mercury Main Menu]] | + | *[[Receiving Payment from the FTD Mercury Main Menu]] |
| - | [[Receive Customer Payment On Account Window]] | + | *[[Receive Customer Payment On Account Window]] |
| - | [[Allocating Previous Payments]] | + | *[[Allocating Previous Payments]] |
| - | [[Canceling Payments]] | + | *[[Canceling Payments]] |
| - | [[Statements]] | + | *[[Statements]] |
| - | [[Required Setups for Faxing and Emailing Statements]] | + | *[[Required Setups for Faxing and Emailing Statements]] |
| - | [[Collecting Email/Fax Information]] | + | *[[Collecting Email/Fax Information]] |
| - | [[Selecting the Preferred Billing Method for a customer (Email, Fax, or Printed Statement)]] | + | *[[Selecting the Preferred Billing Method for a customer (Email, Fax, or Printed Statement)]] |
| - | [[Generating Statements]] | + | *[[Generating Statements]] |
| - | [[Generate Statements Window]] | + | *[[Generate Statements Window]] |
| - | [[Output Statements Window]] | + | *[[Output Statements Window]] |
| - | [[Deleting Finance Charges]] | + | *[[Deleting Finance Charges]] |
| - | [[Finance Charge Window]] | + | *[[Finance Charge Window]] |
| - | [[Renaming Billing Cycles]] | + | *[[Renaming Billing Cycles]] |
| - | [[View Statements Window]] | + | *[[View Statements Window]] |
| - | [[Generating Invoices]] | + | *[[Generating Invoices]] |
| - | [[Performing Invoice Billing]] | + | *[[Performing Invoice Billing]] |
| - | [[Invoice Billing Window]] | + | *[[Invoice Billing Window]] |
| - | [[Validating that Statements Were Emailed or Faxed]] | + | *[[Validating that Statements Were Emailed or Faxed]] |
| - | [[Re-Printing/Re-Faxing/Re-Emailing Statements]] | + | *[[Re-Printing/Re-Faxing/Re-Emailing Statements]] |
| - | [[Searching for Statements]] | + | *[[Searching for Statements]] |
| - | [[Statement Search Window]] | + | *[[Statement Search Window]] |
| - | [[View Statements Window]] | + | *[[View Statements Window]] |
| - | [[Credit and Debit Memos]] | + | *[[Credit and Debit Memos]] |
| - | [[Credit/Debit Memo Window]] | + | *[[Credit/Debit Memo Window]] |
| - | [[Creating Credit Memos]] | + | *[[Creating Credit Memos]] |
| - | [[Creating Debit Memos]] | + | *[[Creating Debit Memos]] |
| - | [[Order Entry Item Window]] | + | *[[Order Entry Item Window]] |
| - | [[Business Reports]] | + | *[[Business Reports]] |
| - | [[Using Business Report Templates]] | + | *[[Using Business Report Templates]] |
| - | [[List of Business Reports]] | + | *[[List of Business Reports]] |
| - | [[Abbreviated Customer Master List with Balance Report]] | + | *[[Abbreviated Customer Master List with Balance Report]] |
| - | [[Generating the 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 Window]] |
| - | [[Abbreviated Customer Master List with Days Late Report]] | + | *[[Abbreviated Customer Master List with Days Late Report]] |
| - | [[Generating the Abbreviated Customer Master List with Days Late]] | + | *[[Generating the Abbreviated Customer Master List with Days Late]] |
| - | [[Aged Analysis Reports]] | + | *[[Aged Analysis Reports]] |
| - | [[Generating Aged Analysis Reports]] | + | *[[Generating Aged Analysis Reports]] |
| - | [[Aged Analysis Report Window]] | + | *[[Aged Analysis Report Window]] |
| - | [[Business Snapshot Report]] | + | *[[Business Snapshot Report]] |
| - | [[Sales Analysis]] | + | *[[Sales Analysis]] |
| - | [[Delivery Analysis]] | + | *[[Delivery Analysis]] |
| - | [[Product Analysis]] | + | *[[Product Analysis]] |
| - | [[Wire Analysis]] | + | *[[Wire Analysis]] |
| - | [[Generating the Business Snapshot Report]] | + | *[[Generating the Business Snapshot Report]] |
| - | [[Business Snapshot Window]] | + | *[[Business Snapshot Window]] |
| - | [[Credit Card Settlement History Report]] | + | *[[Credit Card Settlement History Report]] |
| - | [[Generating the Credit Card Settlement History Report]] | + | *[[Generating the Credit Card Settlement History Report]] |
| - | [[Credit Card Settlement History Window]] | + | *[[Credit Card Settlement History Window]] |
| - | [[Customer Account Payment Report]] | + | *[[Customer Account Payment Report]] |
| - | [[Generating the Customer Account Payment Report]] | + | *[[Generating the Customer Account Payment Report]] |
| - | [[Customer Account Payments Window]] | + | *[[Customer Account Payments Window]] |
| - | [[Customer Master List]] | + | *[[Customer Master List]] |
| - | [[Generating the Customer Master List]] | + | *[[Generating the Customer Master List]] |
| - | [[Customer Master List Window]] | + | *[[Customer Master List Window]] |
| - | [[Employee Analysis Report]] | + | *[[Employee Analysis Report]] |
| - | [[Generating the Employee Analysis Report]] | + | *[[Generating the Employee Analysis Report]] |
| - | [[Employee Production Report Window]] | + | *[[Employee Production Report Window]] |
| - | [[Life Cycle Report]] | + | *[[Life Cycle Report]] |
| - | [[Generating the Life Cycle Report]] | + | *[[Generating the Life Cycle Report]] |
| - | [[Life Cycle Report Window]] | + | *[[Life Cycle Report Window]] |
| - | [[Employee Sales Report]] | + | *[[Employee Sales Report]] |
| - | [[Generating the Employee Sales Report]] | + | *[[Generating the Employee Sales Report]] |
| - | [[Employee Sales Report Window]] | + | *[[Employee Sales Report Window]] |
| - | [[Message Report]] | + | *[[Message Report]] |
| - | [[Generating the Message Report]] | + | *[[Generating the Message Report]] |
| - | [[Message Report Window]] | + | *[[Message Report Window]] |
| - | [[Payment Type Totals Report]] | + | *[[Payment Type Totals Report]] |
| - | [[Generating the Payment Type Totals Report]] | + | *[[Generating the Payment Type Totals Report]] |
| - | [[Payment Type Totals Window]] | + | *[[Payment Type Totals Window]] |
| - | [[Product Comparison Report]] | + | *[[Product Comparison Report]] |
| - | [[Generating a Product Comparison Report]] | + | *[[Generating a Product Comparison Report]] |
| - | [[Product Comparison Report Window]] | + | *[[Product Comparison Report Window]] |
| - | [[Product Sales Reports]] | + | *[[Product Sales Reports]] |
| - | [[Generating Product Sales Reports]] | + | *[[Generating Product Sales Reports]] |
| - | [[Product Sales Report Window]] | + | *[[Product Sales Report Window]] |
| - | [[Reciprocity Report]] | + | *[[Reciprocity Report]] |
| - | [[Generating a Reciprocity Report]] | + | *[[Generating a Reciprocity Report]] |
| - | [[Reciprocity Report Window]] | + | *[[Reciprocity Report Window]] |
| - | [[Report of Orders Filled]] | + | *[[Report of Orders Filled]] |
| - | [[Generating the Report of Orders Filled]] | + | *[[Generating the Report of Orders Filled]] |
| - | [[Report of Orders Filled Window]] | + | *[[Report of Orders Filled Window]] |
| - | [[Sales by Referral Code Report]] | + | *[[Sales by Referral Code Report]] |
| - | [[Generating the Sales by Referral Code Report]] | + | *[[Generating the Sales by Referral Code Report]] |
| - | [[Sales by Referral Code Report Window]] | + | *[[Sales by Referral Code Report Window]] |
| - | [[Sales Summary Report]] | + | *[[Sales Summary Report]] |
| - | [[Order Entry/Manual, POS, and Total Sales]] | + | *[[Order Entry/Manual, POS, and Total Sales]] |
| - | [[Other Section]] | + | *[[Other Section]] |
| - | [[Store Transfer Section]] | + | *[[Store Transfer Section]] |
| - | [[Generating the Sales Summary Report]] | + | *[[Generating the Sales Summary Report]] |
| - | [[Sales Summary Report Window]] | + | *[[Sales Summary Report Window]] |
| - | [[Sales Tax Report]] | + | *[[Sales Tax Report]] |
| - | [[Generating the U.S. Sales Tax Report]] | + | *[[Generating the U.S. Sales Tax Report]] |
| - | [[Generating the Canadian Sales Tax Report]] | + | *[[Generating the Canadian Sales Tax Report]] |
| - | [[Sales Tax Report Window]] | + | *[[Sales Tax Report Window]] |
| - | [[Canadian Sales Tax Window]] | + | *[[Canadian Sales Tax Window]] |
| - | [[Standing Order Log Detail Report]] | + | *[[Standing Order Log Detail Report]] |
| - | [[Generating a Standing Order Log Detail Report]] | + | *[[Generating a Standing Order Log Detail Report]] |
| - | [[Standing Order Report Window]] | + | *[[Standing Order Report Window]] |
| - | [[Standing Order Log Summary Report]] | + | *[[Standing Order Log Summary Report]] |
| - | [[Generating a Standing Order Log Summary Report]] | + | *[[Generating a Standing Order Log Summary Report]] |
| - | [[Tax Exempt Customer Report]] | + | *[[Tax Exempt Customer Report]] |
| - | [[Generating the Tax Exempt Customer Report]] | + | *[[Generating the Tax Exempt Customer Report]] |
| - | [[Tax Exempt Report Window]] | + | *[[Tax Exempt Report Window]] |
| - | [[Ticket Report]] | + | *[[Ticket Report]] |
| - | [[Generating a Ticket Report]] | + | *[[Generating a Ticket Report]] |
| - | [[Ticket Report Window]] | + | *[[Ticket Report Window]] |
| - | [[Wire Reconciliation Report]] | + | *[[Wire Reconciliation Report]] |
| - | [[Generating the Wire Reconciliation Report]] | + | *[[Generating the Wire Reconciliation Report]] |
| - | [[Wire Reconciliation Window]] | + | *[[Wire Reconciliation Window]] |
| - | [[Wire Service Incoming/Outgoing Report]] | + | *[[Wire Service Incoming/Outgoing Report]] |
| - | [[Generating the Wire Service Incoming/Outgoing Report]] | + | *[[Generating the Wire Service Incoming/Outgoing Report]] |
| - | [[Wire Service Incoming/Outgoing Window]] | + | *[[Wire Service Incoming/Outgoing Window]] |
| - | [[Mercury Accounting and QuickBooks Integration]] | + | *[[Mercury Accounting and QuickBooks Integration]] |
| - | [[Mercury Accounting Main Menu]] | + | *[[Mercury Accounting Main Menu]] |
| - | [[If You Are Already Using QuickBooks]] | + | *[[If You Are Already Using QuickBooks]] |
| - | [[Exporting and Importing Lists from Previous QuickBooks Companies]] | + | *[[Exporting and Importing Lists from Previous QuickBooks Companies]] |
| - | [[Setting Up QuickBooks]] | + | *[[Setting Up QuickBooks]] |
| - | [[Step 1: Confirm the License Key is Valid]] | + | *[[Step 1: Confirm the License Key is Valid]] |
| - | [[Step 2: Install QuickBooks]] | + | *[[Step 2: Install QuickBooks]] |
| - | [[Step 3: Open QuickBooks and Activate the Software]] | + | *[[Step 3: Open QuickBooks and Activate the Software]] |
| - | [[Step 4: Set Up Your Chart of Accounts]] | + | *[[Step 4: Set Up Your Chart of Accounts]] |
| - | [[The Chart of Accounts Wizard]] | + | *[[The Chart of Accounts Wizard]] |
| - | [[Setting Up Your Chart of Accounts]] | + | *[[Setting Up Your Chart of Accounts]] |
| - | [[About Your Chart of Accounts]] | + | *[[About Your Chart of Accounts]] |
| - | [[Journal Entries for Outgoing Wire Orders]] | + | *[[Journal Entries for Outgoing Wire Orders]] |
| - | [[Journal Entries for Store Transfers]] | + | *[[Journal Entries for Store Transfers]] |
| - | [[Step 5: Enter Your Company Information in QuickBooks]] | + | *[[Step 5: Enter Your Company Information in QuickBooks]] |
| - | [[Step 6: Enter Your Opening Balances]] | + | *[[Step 6: Enter Your Opening Balances]] |
| - | [[The Balance Wizard (Exporting to QuickBooks)]] | + | *[[The Balance Wizard (Exporting to QuickBooks)]] |
| - | [[General Ledger Export History]] | + | *[[General Ledger Export History]] |
| - | [[Using QuickBooks]] | + | *[[Using QuickBooks]] |
| - | [[Changing Company Information]] | + | *[[Changing Company Information]] |
| - | [[Adding Accounts to the Chart of Accounts]] | + | *[[Adding Accounts to the Chart of Accounts]] |
| - | [[Reconciling Accounts to Bank Statements]] | + | *[[Reconciling Accounts to Bank Statements]] |
| - | [[Printing Cost of Goods Reports]] | + | *[[Printing Cost of Goods Reports]] |
| - | [[Printing Trial Balance Reports]] | + | *[[Printing Trial Balance Reports]] |
| - | [[Legacy General Ledger Module]] | + | *[[Legacy General Ledger Module]] |
| - | [[Setting Up Your System for General Ledger Export]] | + | *[[Setting Up Your System for General Ledger Export]] |
| - | [[Step 1: Creating GL Account Numbers in Third-Party Accounting Software]] | + | *[[Step 1: Creating GL Account Numbers in Third-Party Accounting Software]] |
| - | [[Step 2: Setting Up Your Third-Party Software]] | + | *[[Step 2: Setting Up Your Third-Party Software]] |
| - | [[Step 3: Assigning GL Account Numbers to Products]] | + | *[[Step 3: Assigning GL Account Numbers to Products]] |
| - | [[Step 4: Creating GL Export Defaults]] | + | *[[Step 4: Creating GL Export Defaults]] |
| - | [[General Ledger Export Window]] | + | *[[General Ledger Export Window]] |
| - | [[Exporting the General Ledger File]] | + | *[[Exporting the General Ledger File]] |
| - | [[General Ledger Export History Window]] | + | *[[General Ledger Export History Window]] |
| - | [[Fax and Email]] | + | *[[Fax and Email]] |
| - | [[Fax & Email Monitor Application]] | + | *[[Fax & Email Monitor Application]] |
| - | [[Fax Tab]] | + | *[[Fax Tab]] |
| - | [[Email Tab]] | + | *[[Email Tab]] |
| - | [[Scheduler Tab]] | + | *[[Scheduler Tab]] |
| - | [[Logging Into the Fax and Email Monitor Application]] | + | *[[Logging Into the Fax and Email Monitor Application]] |
| - | [[Manually Deleting Email Messages and Faxes]] | + | *[[Manually Deleting Email Messages and Faxes]] |
| - | [[Resending a Fax]] | + | *[[Resending a Fax]] |
| - | [[Resending an Email Message]] | + | *[[Resending an Email Message]] |
| - | [[Rescheduling Jobs]] | + | *[[Rescheduling Jobs]] |
| - | [[FTD Document Center]] | + | *[[FTD Document Center]] |
| - | [[Opening the FTD Document Center]] | + | *[[Opening the FTD Document Center]] |
| - | [[Creating a New Template]] | + | *[[Creating a New Template]] |
| - | [[Create a New Template Window]] | + | *[[Create a New Template Window]] |
| - | [[Opening an Existing Template]] | + | *[[Opening an Existing Template]] |
| - | [[Customizing Templates]] | + | *[[Customizing Templates]] |
| - | [[Adding Components to Your Template]] | + | *[[Adding Components to Your Template]] |
| - | [[Sample Template with Components]] | + | *[[Sample Template with Components]] |
| - | [[Changing Component Order]] | + | *[[Changing Component Order]] |
| - | [[Template Components]] | + | *[[Template Components]] |
| - | [[Changing Component Properties]] | + | *[[Changing Component Properties]] |
| - | [[Inserting Merge Fields]] | + | *[[Inserting Merge Fields]] |
| - | [[Saving the Template]] | + | *[[Saving the Template]] |
| - | [[Exiting the FTD Document Center]] | + | *[[Exiting the FTD Document Center]] |
| - | [[Mercury Administration]] | + | *[[Mercury Administration]] |
| - | [[Mercury Administration Interface]] | + | *[[Mercury Administration Interface]] |
| - | [[Navigation]] | + | *[[Navigation]] |
| - | [[Toolbars]] | + | *[[Toolbars]] |
| - | [[Resources for Help]] | + | *[[Resources for Help]] |
| - | [[Logging into Mercury Administration]] | + | *[[Logging into Mercury Administration]] |
| - | [[Accounting Folder]] | + | *[[Accounting Folder]] |
| - | [[HouseAccount Screen]] | + | *[[HouseAccount Screen]] |
| - | [[Accessing the HouseAccount Screen]] | + | *[[Accessing the HouseAccount Screen]] |
| - | [[Setting Up House Account Defaults]] | + | *[[Setting Up House Account Defaults]] |
| - | [[Dunning Message Screen]] | + | *[[Dunning Message Screen]] |
| - | [[Accessing the Dunning Message Screen]] | + | *[[Accessing the Dunning Message Screen]] |
| - | [[Configuring Dunning Messages]] | + | *[[Configuring Dunning Messages]] |
| - | [[Questions Screen]] | + | *[[Questions Screen]] |
| - | [[Accessing the Questions Screen]] | + | *[[Accessing the Questions Screen]] |
| - | [[Adding User Questions]] | + | *[[Adding User Questions]] |
| - | [[Credit Cards Screen]] | + | *[[Credit Cards Screen]] |
| - | [[Accessing the Credit Cards Screen]] | + | *[[Accessing the Credit Cards Screen]] |
| - | [[Configuring Credit Card and Gift Card Processing over the Internet]] | + | *[[Configuring Credit Card and Gift Card Processing over the Internet]] |
| - | [[Configuring Credit Card Processing Using Dial Up Access]] | + | *[[Configuring Credit Card Processing Using Dial Up Access]] |
| - | [[Maintaining Your Credit Card over the Internet Account]] | + | *[[Maintaining Your Credit Card over the Internet Account]] |
| - | [[Setting the Gift Card Expiration Period]] | + | *[[Setting the Gift Card Expiration Period]] |
| - | [[Debit Cards Screen]] | + | *[[Debit Cards Screen]] |
| - | [[Accessing the Debit Cards Screen]] | + | *[[Accessing the Debit Cards Screen]] |
| - | [[Configuring Debit Cards Screen Settings]] | + | *[[Configuring Debit Cards Screen Settings]] |
| - | [[Tax Code Screen]] | + | *[[Tax Code Screen]] |
| - | [[Accessing the Tax Code Screen]] | + | *[[Accessing the Tax Code Screen]] |
| - | [[Configuring Tax Codes]] | + | *[[Configuring Tax Codes]] |
| - | [[Typical Tax Codes]] | + | *[[Typical Tax Codes]] |
| - | [[GL Export Screen]] | + | *[[GL Export Screen]] |
| - | [[Accessing the GL Export Screen]] | + | *[[Accessing the GL Export Screen]] |
| - | [[Configuring GL Export Options]] | + | *[[Configuring GL Export Options]] |
| - | [[POS Setting Screen]] | + | *[[POS Setting Screen]] |
| - | [[Accessing the POS Setting Screen]] | + | *[[Accessing the POS Setting Screen]] |
| - | [[Configuring POS Settings]] | + | *[[Configuring POS Settings]] |
| - | [[Marketing Screen]] | + | *[[Marketing Screen]] |
| - | [[Accessing the Marketing Screen]] | + | *[[Accessing the Marketing Screen]] |
| - | [[Adding Marketing Categories]] | + | *[[Adding Marketing Categories]] |
| - | [[Removing Marketing Categories]] | + | *[[Removing Marketing Categories]] |
| - | [[Removing Marketing Types]] | + | *[[Removing Marketing Types]] |
| - | [[Store Transfers Screen]] | + | *[[Store Transfers Screen]] |
| - | [[Accessing the Store Transfers Screen]] | + | *[[Accessing the Store Transfers Screen]] |
| - | [[Enabling Store Transfers]] | + | *[[Enabling Store Transfers]] |
| - | [[Enabling Accounting for Store Transfers]] | + | *[[Enabling Accounting for Store Transfers]] |
| - | [[Communication Folder]] | + | *[[Communication Folder]] |
| - | [[Email Screen]] | + | *[[Email Screen]] |
| - | [[Accessing the Email Screen]] | + | *[[Accessing the Email Screen]] |
| - | [[Configuring Email Settings]] | + | *[[Configuring Email Settings]] |
| - | [[Fax Screen]] | + | *[[Fax Screen]] |
| - | [[Accessing the Fax Screen]] | + | *[[Accessing the Fax Screen]] |
| - | [[Configuring Fax Settings]] | + | *[[Configuring Fax Settings]] |
| - | [[Editing/Creating Fax Cover Letters]] | + | *[[Editing/Creating Fax Cover Letters]] |
| - | [[Internet Screen]] | + | *[[Internet Screen]] |
| - | [[Accessing the Internet Screen]] | + | *[[Accessing the Internet Screen]] |
| - | [[MailServer Screen]] | + | *[[MailServer Screen]] |
| - | [[Accessing the MailServer Screen]] | + | *[[Accessing the MailServer Screen]] |
| - | [[Mercury Connection Screen]] | + | *[[Mercury Connection Screen]] |
| - | [[Accessing the Mercury Connection Screen]] | + | *[[Accessing the Mercury Connection Screen]] |
| - | [[Phone Lines Screen]] | + | *[[Phone Lines Screen]] |
| - | [[Accessing the Phone Lines Screen]] | + | *[[Accessing the Phone Lines Screen]] |
| - | [[Remote Delivery Screen]] | + | *[[Remote Delivery Screen]] |
| - | [[Accessing the Remote Delivery Screen]] | + | *[[Accessing the Remote Delivery Screen]] |
| - | [[Delivery Folder]] | + | *[[Delivery Folder]] |
| - | [[Delivery Code Screen]] | + | *[[Delivery Code Screen]] |
| - | [[Accessing the Delivery Code Screen]] | + | *[[Accessing the Delivery Code Screen]] |
| - | [[Adding Delivery Codes]] | + | *[[Adding Delivery Codes]] |
| - | [[Delivery Priority Code Screen]] | + | *[[Delivery Priority Code Screen]] |
| - | [[Accessing the Delivery Priority Code Screen]] | + | *[[Accessing the Delivery Priority Code Screen]] |
| - | [[Adding Delivery Priority Codes]] | + | *[[Adding Delivery Priority Codes]] |
| - | [[Delivery Zone Screen]] | + | *[[Delivery Zone Screen]] |
| - | [[Accessing the Delivery Zone Screen]] | + | *[[Accessing the Delivery Zone Screen]] |
| - | [[Setting Up Delivery Zones in Mercury Administration]] | + | *[[Setting Up Delivery Zones in Mercury Administration]] |
| - | [[Creating Pickup Zones]] | + | *[[Creating Pickup Zones]] |
| - | [[Handling Existing Pickup Zones]] | + | *[[Handling Existing Pickup Zones]] |
| - | [[Marking Delivery Zones as Inactive]] | + | *[[Marking Delivery Zones as Inactive]] |
| - | [[Removing Existing Delivery Zones]] | + | *[[Removing Existing Delivery Zones]] |
| - | [[Province Map Delivery Zones]] | + | *[[Province Map Delivery Zones]] |
| - | [[Pool Delivery Zones]] | + | *[[Pool Delivery Zones]] |
| - | [[Configuring Pool Zones]] | + | *[[Configuring Pool Zones]] |
| - | [[Pool Address Window]] | + | *[[Pool Address Window]] |
| - | [[Delivery Zone Fees Screen]] | + | *[[Delivery Zone Fees Screen]] |
| - | [[Accessing the Delivery Zone Fees Screen]] | + | *[[Accessing the Delivery Zone Fees Screen]] |
| - | [[Assigning Fees to Delivery Zones]] | + | *[[Assigning Fees to Delivery Zones]] |
| - | [[Removing Fees from Delivery Zones]] | + | *[[Removing Fees from Delivery Zones]] |
| - | [[Address Verification Screen]] | + | *[[Address Verification Screen]] |
| - | [[Accessing the Address Verification Screen]] | + | *[[Accessing the Address Verification Screen]] |
| - | [[Employee Folder]] | + | *[[Employee Folder]] |
| - | [[Employees Screen]] | + | *[[Employees Screen]] |
| - | [[Accessing the Employees Screen]] | + | *[[Accessing the Employees Screen]] |
| - | [[Employee Type Screen]] | + | *[[Employee Type Screen]] |
| - | [[Accessing the Employee Type Screen]] | + | *[[Accessing the Employee Type Screen]] |
| - | [[Job Functions Screen]] | + | *[[Job Functions Screen]] |
| - | [[Accessing the Job Functions Screen]] | + | *[[Accessing the Job Functions Screen]] |
| - | [[Security Folder]] | + | *[[Security Folder]] |
| - | [[License Screen]] | + | *[[License Screen]] |
| - | [[Accessing the License Screen]] | + | *[[Accessing the License Screen]] |
| - | [[Adding Licenses]] | + | *[[Adding Licenses]] |
| - | [[Window Access Screen]] | + | *[[Window Access Screen]] |
| - | [[Accessing the Window Access Screen]] | + | *[[Accessing the Window Access Screen]] |
| - | [[Configuring Window Access for a Job Function]] | + | *[[Configuring Window Access for a Job Function]] |
| - | [[Audit Trail Screen]] | + | *[[Audit Trail Screen]] |
| - | [[Accessing the Audit Trail Screen]] | + | *[[Accessing the Audit Trail Screen]] |
| - | [[Store Folder]] | + | *[[Store Folder]] |
| - | [[General Screen]] | + | *[[General Screen]] |
| - | [[Accessing the General Screen]] | + | *[[Accessing the General Screen]] |
| - | [[Configuring General Settings]] | + | *[[Configuring General Settings]] |
| - | [[French Forms and Receipts]] | + | *[[French Forms and Receipts]] |
| - | [[Wire Code Screen]] | + | *[[Wire Code Screen]] |
| - | [[Accessing the Wire Code Screen]] | + | *[[Accessing the Wire Code Screen]] |
| - | [[Adding Wire Codes]] | + | *[[Adding Wire Codes]] |
| - | [[Removing Wire Codes]] | + | *[[Removing Wire Codes]] |
| - | [[Setting Your Default Shop Code]] | + | *[[Setting Your Default Shop Code]] |
| - | [[Store Settings Screen]] | + | *[[Store Settings Screen]] |
| - | [[Accessing the Store Settings Screen]] | + | *[[Accessing the Store Settings Screen]] |
| - | [[Changing the Store Name]] | + | *[[Changing the Store Name]] |
| - | [[Changing the Store Address]] | + | *[[Changing the Store Address]] |
| - | [[Adding Stores]] | + | *[[Adding Stores]] |
| - | [[Setting the Default Tax Code]] | + | *[[Setting the Default Tax Code]] |
| - | [[Setting the Default Delivery Zone]] | + | *[[Setting the Default Delivery Zone]] |
| - | [[Setting the GST ID Number]] | + | *[[Setting the GST ID Number]] |
| - | [[Changing the U.S. Exchange Rate]] | + | *[[Changing the U.S. Exchange Rate]] |
| - | [[Changing the Default Card Font]] | + | *[[Changing the Default Card Font]] |
| - | [[System Folder]] | + | *[[System Folder]] |
| - | [[Abbreviation Codes Screen]] | + | *[[Abbreviation Codes Screen]] |
| - | [[Using Abbreviation Codes]] | + | *[[Using Abbreviation Codes]] |
| - | [[Accessing the Abbreviation Codes Screen]] | + | *[[Accessing the Abbreviation Codes Screen]] |
| - | [[Adding Abbreviation Codes]] | + | *[[Adding Abbreviation Codes]] |
| - | [[Modifying Existing Abbreviation Codes]] | + | *[[Modifying Existing Abbreviation Codes]] |
| - | [[Removing Abbreviation Codes]] | + | *[[Removing Abbreviation Codes]] |
| - | [[Address Types Screen]] | + | *[[Address Types Screen]] |
| - | [[Accessing the Address Types Screen]] | + | *[[Accessing the Address Types Screen]] |
| - | [[Adding an Address Type]] | + | *[[Adding an Address Type]] |
| - | [[Removing Existing Address Types]] | + | *[[Removing Existing Address Types]] |
| - | [[Reason Code Screen]] | + | *[[Reason Code Screen]] |
| - | [[Accessing the Reason Code Screen]] | + | *[[Accessing the Reason Code Screen]] |
| - | [[Adding Reason Codes]] | + | *[[Adding Reason Codes]] |
| - | [[Removing Reason Codes]] | + | *[[Removing Reason Codes]] |
| - | [[Product Category Screen]] | + | *[[Product Category Screen]] |
| - | [[Accessing the Product Category Screen]] | + | *[[Accessing the Product Category Screen]] |
| - | [[Adding Product Categories]] | + | *[[Adding Product Categories]] |
| - | [[Removing Product Categories]] | + | *[[Removing Product Categories]] |
| - | [[Referral Codes Screen]] | + | *[[Referral Codes Screen]] |
| - | [[Accessing the Referral Codes Screen]] | + | *[[Accessing the Referral Codes Screen]] |
| - | [[Adding Referral Codes]] | + | *[[Adding Referral Codes]] |
| - | [[Removing Referral Codes]] | + | *[[Removing Referral Codes]] |
| - | [[Phone Types Screen]] | + | *[[Phone Types Screen]] |
| - | [[Accessing the Phone Types Screen]] | + | *[[Accessing the Phone Types Screen]] |
| - | [[Adding Phone Types]] | + | *[[Adding Phone Types]] |
| - | [[Removing Existing Phone Types]] | + | *[[Removing Existing Phone Types]] |
| - | [[Paid Out/In Types Screen]] | + | *[[Paid Out/In Types Screen]] |
| - | [[Accessing the Paid Out/In Types Screen]] | + | *[[Accessing the Paid Out/In Types Screen]] |
| - | [[Advanced Settings Screen]] | + | *[[Advanced Settings Screen]] |
| - | [[Accessing the Advanced Settings Screen]] | + | *[[Accessing the Advanced Settings Screen]] |
| - | [[Printer Settings Folder]] | + | *[[Printer Settings Folder]] |
| - | [[Form Alignment Screen]] | + | *[[Form Alignment Screen]] |
| - | [[Accessing the Form Alignment Screen]] | + | *[[Accessing the Form Alignment Screen]] |
| - | [[Configuring Form Alignment Settings]] | + | *[[Configuring Form Alignment Settings]] |
| - | [[Printer Routing Screen]] | + | *[[Printer Routing Screen]] |
| - | [[Accessing the Printer Routing Screen]] | + | *[[Accessing the Printer Routing Screen]] |
| - | [[Changing Printer Routing Options]] | + | *[[Changing Printer Routing Options]] |
| - | [[Default Form Printing Screen]] | + | *[[Default Form Printing Screen]] |
| - | [[Accessing the Default Form Printing Screen]] | + | *[[Accessing the Default Form Printing Screen]] |
| - | [[Configuring Forms to Print]] | + | *[[Configuring Forms to Print]] |
| - | [[Form Format Screen]] | + | *[[Form Format Screen]] |
| - | [[Billing Invoice (Letter)]] | + | *[[Billing Invoice (Letter)]] |
| - | [[Billing Invoice (Legal)]] | + | *[[Billing Invoice (Legal)]] |
| - | [[Working Invoice (Letter)]] | + | *[[Working Invoice (Letter)]] |
| - | [[Working Invoice (Legal)]] | + | *[[Working Invoice (Legal)]] |
| - | [[TriFold Card]] | + | *[[TriFold Card]] |
| - | [[Accessing the Form Format Screen]] | + | *[[Accessing the Form Format Screen]] |
| - | [[Configuring Information to Print in Forms]] | + | *[[Configuring Information to Print in Forms]] |
| - | [[Wire Service Folder]] | + | *[[Wire Service Folder]] |
| - | [[WireServices Screen]] | + | *[[WireServices Screen]] |
| - | [[Accessing the WireServices Screen]] | + | *[[Accessing the WireServices Screen]] |
| - | [[Updating the Florist Directory]] | + | *[[Updating the Florist Directory]] |
| - | [[Setting the Current Exchange Rate]] | + | *[[Setting the Current Exchange Rate]] |
| - | [[Setting the Conversion Chart Multiplier]] | + | *[[Setting the Conversion Chart Multiplier]] |
| - | [[Allocating Wire Service Percentages]] | + | *[[Allocating Wire Service Percentages]] |
| - | [[CurrencySettings Screen]] | + | *[[CurrencySettings Screen]] |
| - | [[Accessing the CurrencySettings Screen]] | + | *[[Accessing the CurrencySettings Screen]] |
| - | [[Adding a Non-Directory Florist]] | + | *[[Adding a Non-Directory Florist]] |
| - | [[Removing Non-Directory Florists]] | + | *[[Removing Non-Directory Florists]] |
| - | [[Automatic Order Processing Screen]] | + | *[[Automatic Order Processing Screen]] |
| - | [[Accessing the Automatic Order Processing Screen]] | + | *[[Accessing the Automatic Order Processing Screen]] |
| - | [[Exiting Mercury Administration]] | + | *[[Exiting Mercury Administration]] |
| - | [[Dashboard]] | + | *[[Dashboard]] |
| - | [[Dashboard Window]] | + | *[[Dashboard Window]] |
| - | [[Enabling Dashboard]] | + | *[[Enabling Dashboard]] |
| - | [[Enabling Dashboard in Mercury Administration]] | + | *[[Enabling Dashboard in Mercury Administration]] |
| - | [[Configuring Terminals to Display the Dashboard]] | + | *[[Configuring Terminals to Display the Dashboard]] |
| - | [[Opening Dashboard]] | + | *[[Opening Dashboard]] |
| - | [[Refreshing Dashboard]] | + | *[[Refreshing Dashboard]] |
| - | [[Dashboard Messages]] | + | *[[Dashboard Messages]] |
| - | [[Printing Dashboard messages]] | + | *[[Printing Dashboard messages]] |
| - | [[Deleting Dashboard Messages]] | + | *[[Deleting Dashboard Messages]] |
| - | [[Your Message Window]] | + | *[[Your Message Window]] |
| - | [[Setting the Weather Gadget Location]] | + | *[[Setting the Weather Gadget Location]] |
| - | [[Weather Location Window]] | + | *[[Weather Location Window]] |
| - | [[Specifying the Web Address for My Link to Open]] | + | *[[Specifying the Web Address for My Link to Open]] |
| - | [[My Link Window]] | + | *[[My Link Window]] |
| - | [[Configuring the Unattached Mercury Message Alert Threshold]] | + | *[[Configuring the Unattached Mercury Message Alert Threshold]] |
| - | [[About Dashboard Window]] | + | *[[About Dashboard Window]] |
| - | [[Multi-Store Capabilities]] | + | *[[Multi-Store Capabilities]] |
| - | [[Adding New Stores to Multi-Store Environments]] | + | *[[Adding New Stores to Multi-Store Environments]] |
| - | [[Employees and Multiple Stores]] | + | *[[Employees and Multiple Stores]] |
| - | [[Customers and Multiple Stores]] | + | *[[Customers and Multiple Stores]] |
| - | [[Statements in Multi-Store Environments]] | + | *[[Statements in Multi-Store Environments]] |
| - | [[Order Entry/Point of Sale]] | + | *[[Order Entry/Point of Sale]] |
| - | [[Ticket Search]] | + | *[[Ticket Search]] |
| - | [[Product Codes and Product Search]] | + | *[[Product Codes and Product Search]] |
| - | [[Wire Service Reconciliation]] | + | *[[Wire Service Reconciliation]] |
| - | [[Reports]] | + | *[[Reports]] |
| - | [[Remote Location Printing]] | + | *[[Remote Location Printing]] |
| - | [[Web Order Interface]] | + | *[[Web Order Interface]] |
| - | [[How the Web Order Interface Works]] | + | *[[How the Web Order Interface Works]] |
| - | [[Requirements for Your Web Site]] | + | *[[Requirements for Your Web Site]] |
| - | [[Setting Up the Web Order Interface]] | + | *[[Setting Up the Web Order Interface]] |
| - | [[Before You Begin]] | + | *[[Before You Begin]] |
| - | [[Step 1: Confirm that the License Key is Valid]] | + | *[[Step 1: Confirm that the License Key is Valid]] |
| - | [[Step 2: Set Up Your Mail Server Information in Mercury Administration]] | + | *[[Step 2: Set Up Your Mail Server Information in Mercury Administration]] |
| - | [[How Messages are Retrieved from Your Email Account]] | + | *[[How Messages are Retrieved from Your Email Account]] |
| - | [[Processing Web Orders in FTD Mercury]] | + | *[[Processing Web Orders in FTD Mercury]] |
| - | [[Web Order Interface Web Site Requirements]] | + | *[[Web Order Interface Web Site Requirements]] |
| - | [[General Requirements]] | + | *[[General Requirements]] |
| - | [[Field Requirements]] | + | *[[Field Requirements]] |
| - | [[Other Formatting Considerations]] | + | *[[Other Formatting Considerations]] |
| - | [[Encryption]] | + | *[[Encryption]] |
| - | [[Credit Card Authorization Codes]] | + | *[[Credit Card Authorization Codes]] |
| - | [[State and Province Abbreviations]] | + | *[[State and Province Abbreviations]] |
| - | [[Debit Cards]] | + | *[[Debit Cards]] |
| - | [[Configuring Canadian Systems for Debit Card Transactions]] | + | *[[Configuring Canadian Systems for Debit Card Transactions]] |
| - | [[Using Debit Cards on Canadian Systems]] | + | *[[Using Debit Cards on Canadian Systems]] |
| - | [[Debit Card Payments in Point of Sale]] | + | *[[Debit Card Payments in Point of Sale]] |
| - | [[Debit Card Payments in Order Entry]] | + | *[[Debit Card Payments in Order Entry]] |
| - | [[Splitting Payments]] | + | *[[Splitting Payments]] |
| - | [[Debit Card Refunds]] | + | *[[Debit Card Refunds]] |
| - | [[Reversal File]] | + | *[[Reversal File]] |
| - | [[Accounting Balance Report in Detail]] | + | *[[Accounting Balance Report in Detail]] |
| - | [[Approval and Declined Responses]] | + | *[[Approval and Declined Responses]] |
| - | [[Bar Code Reader Configuration]] | + | *[[Bar Code Reader Configuration]] |
| - | [[Automatic Software Updates]] | + | *[[Automatic Software Updates]] |
| - | [[Automatic Software Updates Window]] | + | *[[Automatic Software Updates Window]] |
| - | [[Automatic Software Updates Status]] | + | *[[Automatic Software Updates Status]] |
| - | [[Automatic Software Updates Settings]] | + | *[[Automatic Software Updates Settings]] |
| - | [[Checking for Updates]] | + | *[[Checking for Updates]] |
| - | [[Pausing Downloads]] | + | *[[Pausing Downloads]] |
| - | [[Scheduling Installations and Downloads | + | *[[Scheduling Installations and Downloads |
Revision as of 18:39, 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
