FTD Mercury X3 & X3 Fall Reference Guide Table of Contents

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==Mercury Administration==
==Mercury Administration==
*[[Mercury Administration]]
*[[Mercury Administration]]
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*[[Mercury Administration Interface]]
 
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*[[Navigation]]
 
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*[[Toolbars]]
 
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*[[Resources for Help]]
 
*[[Logging into Mercury Administration]]
*[[Logging into Mercury Administration]]
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*[[Accounting Folder]]
+
*[[Mercury Administration: Accounting Folder|Accounting]]
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*[[HouseAccount Screen]]
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*[[Mercury Administration: Communication Folder|Communication]]
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*[[Accessing the HouseAccount Screen]]
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*[[Mercury Administration: Delivery Folder|Delivery]]
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*[[Setting Up House Account Defaults]]
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*[[Mercury Administration: Employee Folder|Employee]]
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*[[Dunning Message Screen]]
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*[[Mercury Administration: Security Folder|Security]]
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*[[Accessing the Dunning Message Screen]]
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*[[Mercury Administration: Store Folder|Store]]
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*[[Configuring Dunning Messages]]
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*[[Mercury Administration: System Folder|System]]
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*[[Questions Screen]]
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*[[Mercury Administration: Printer Settings Folder|Printer Settings]]
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*[[Accessing the Questions Screen]]
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*[[Mercury Administration: Wire Service Folder|Wire Service]]
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*[[Adding User Questions]]
+
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*[[Credit Cards Screen]]
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*[[Accessing the Credit Cards Screen]]
+
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*[[Configuring Credit Card and Gift Card Processing over the Internet]]
+
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*[[Configuring Credit Card Processing Using Dial Up Access]]
+
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*[[Maintaining Your Credit Card over the Internet Account]]
+
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*[[Setting the Gift Card Expiration Period]]
+
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*[[Debit Cards Screen]]
+
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*[[Accessing the Debit Cards Screen]]
+
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*[[Configuring Debit Cards Screen Settings]]
+
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*[[Tax Code Screen]]
+
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*[[Accessing the Tax Code Screen]]
+
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*[[Configuring Tax Codes]]
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*[[Typical Tax Codes]]
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*[[GL Export Screen]]
+
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*[[Accessing the GL Export Screen]]
+
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*[[Configuring GL Export Options]]
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*[[POS Setting Screen]]
+
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*[[Accessing the POS Setting Screen]]
+
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*[[Configuring POS Settings]]
+
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*[[Marketing Screen]]
+
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*[[Accessing the Marketing Screen]]
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*[[Adding Marketing Categories]]
+
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*[[Removing Marketing Categories]]
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*[[Removing Marketing Types]]
+
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*[[Store Transfers Screen]]
+
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*[[Accessing the Store Transfers Screen]]
+
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*[[Enabling Store Transfers]]
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*[[Enabling Accounting for Store Transfers]]
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*[[Communication Folder]]
+
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*[[Email Screen]]
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*[[Accessing the Email Screen]]
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*[[Configuring Email Settings]]
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*[[Fax Screen]]
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*[[Accessing the Fax Screen]]
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*[[Configuring Fax Settings]]
+
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*[[Editing/Creating Fax Cover Letters]]
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*[[Internet Screen]]
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*[[Accessing the Internet Screen]]
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*[[MailServer Screen]]
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*[[Accessing the MailServer Screen]]
+
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*[[Mercury Connection Screen]]
+
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*[[Accessing the Mercury Connection Screen]]
+
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*[[Phone Lines Screen]]
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*[[Accessing the Phone Lines Screen]]
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*[[Remote Delivery Screen]]
+
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*[[Accessing the Remote Delivery Screen]]
+
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*[[Delivery Folder]]
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*[[Delivery Code Screen]]
+
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*[[Accessing the Delivery Code Screen]]
+
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*[[Adding Delivery Codes]]
+
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*[[Delivery Priority Code Screen]]
+
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*[[Accessing the Delivery Priority Code Screen]]
+
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*[[Adding Delivery Priority Codes]]
+
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*[[Delivery Zone Screen]]
+
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*[[Accessing the Delivery Zone Screen]]
+
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*[[Setting Up Delivery Zones in Mercury Administration]]
+
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*[[Creating Pickup Zones]]
+
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*[[Handling Existing Pickup Zones]]
+
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*[[Marking Delivery Zones as Inactive]]
+
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*[[Removing Existing Delivery Zones]]
+
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*[[Province Map Delivery Zones]]
+
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*[[Pool Delivery Zones]]
+
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*[[Configuring Pool Zones]]
+
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*[[Pool Address Window]]
+
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*[[Delivery Zone Fees Screen]]
+
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*[[Accessing the Delivery Zone Fees Screen]]
+
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*[[Assigning Fees to Delivery Zones]]
+
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*[[Removing Fees from Delivery Zones]]
+
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*[[Address Verification Screen]]
+
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*[[Accessing the Address Verification Screen]]
+
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*[[Employee Folder]]
+
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*[[Employees Screen]]
+
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*[[Accessing the Employees Screen]]
+
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*[[Employee Type Screen]]
+
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*[[Accessing the Employee Type Screen]]
+
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*[[Job Functions Screen]]
+
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*[[Accessing the Job Functions Screen]]
+
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*[[Security Folder]]
+
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*[[License Screen]]
+
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*[[Accessing the License Screen]]
+
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*[[Adding Licenses]]
+
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*[[Window Access Screen]]
+
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*[[Accessing the Window Access Screen]]
+
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*[[Configuring Window Access for a Job Function]]
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*[[Audit Trail Screen]]
+
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*[[Accessing the Audit Trail Screen]]
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*[[Store Folder]]
+
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*[[General Screen]]
+
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*[[Accessing the General Screen]]
+
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*[[Configuring General Settings]]
+
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*[[French Forms and Receipts]]
+
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*[[Wire Code Screen]]
+
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*[[Accessing the Wire Code Screen]]
+
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*[[Adding Wire Codes]]
+
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*[[Removing Wire Codes]]
+
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*[[Setting Your Default Shop Code]]
+
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*[[Store Settings Screen]]
+
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*[[Accessing the Store Settings Screen]]
+
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*[[Changing the Store Name]]
+
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*[[Changing the Store Address]]
+
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*[[Adding Stores]]
+
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*[[Setting the Default Tax Code]]
+
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*[[Setting the Default Delivery Zone]]
+
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*[[Setting the GST ID Number]]
+
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*[[Changing the U.S. Exchange Rate]]
+
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*[[Changing the Default Card Font]]
+
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*[[System Folder]]
+
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*[[Abbreviation Codes Screen]]
+
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*[[Using Abbreviation Codes]]
+
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*[[Accessing the Abbreviation Codes Screen]]
+
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*[[Adding Abbreviation Codes]]
+
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*[[Modifying Existing Abbreviation Codes]]
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*[[Removing Abbreviation Codes]]
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*[[Address Types Screen]]
+
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*[[Accessing the Address Types Screen]]
+
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*[[Adding an Address Type]]
+
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*[[Removing Existing Address Types]]
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*[[Reason Code Screen]]
+
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*[[Accessing the Reason Code Screen]]
+
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*[[Adding Reason Codes]]
+
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*[[Removing Reason Codes]]
+
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*[[Product Category Screen]]
+
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*[[Accessing the Product Category Screen]]
+
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*[[Adding Product Categories]]
+
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*[[Removing Product Categories]]
+
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*[[Referral Codes Screen]]
+
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*[[Accessing the Referral Codes Screen]]
+
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*[[Adding Referral Codes]]
+
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*[[Removing Referral Codes]]
+
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*[[Phone Types Screen]]
+
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*[[Accessing the Phone Types Screen]]
+
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*[[Adding Phone Types]]
+
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*[[Removing Existing Phone Types]]
+
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*[[Paid Out/In Types Screen]]
+
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*[[Accessing the Paid Out/In Types Screen]]
+
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*[[Advanced Settings Screen]]
+
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*[[Accessing the Advanced Settings Screen]]
+
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*[[Printer Settings Folder]]
+
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*[[Form Alignment Screen]]
+
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*[[Accessing the Form Alignment Screen]]
+
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*[[Configuring Form Alignment Settings]]
+
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*[[Printer Routing Screen]]
+
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*[[Accessing the Printer Routing Screen]]
+
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*[[Changing Printer Routing Options]]
+
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*[[Default Form Printing Screen]]
+
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*[[Accessing the Default Form Printing Screen]]
+
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*[[Configuring Forms to Print]]
+
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*[[Form Format Screen]]
+
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*[[Billing Invoice (Letter)]]
+
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*[[Billing Invoice (Legal)]]
+
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*[[Working Invoice (Letter)]]
+
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*[[Working Invoice (Legal)]]
+
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*[[TriFold Card]]
+
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*[[Accessing the Form Format Screen]]
+
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*[[Configuring Information to Print in Forms]]
+
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*[[Wire Service Folder]]
+
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*[[WireServices Screen]]
+
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*[[Accessing the WireServices Screen]]
+
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*[[Updating the Florist Directory]]
+
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*[[Setting the Current Exchange Rate]]
+
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*[[Setting the Conversion Chart Multiplier]]
+
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*[[Allocating Wire Service Percentages]]
+
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*[[CurrencySettings Screen]]
+
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*[[Accessing the CurrencySettings Screen]]
+
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*[[Adding a Non-Directory Florist]]
+
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*[[Removing Non-Directory Florists]]
+
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*[[Automatic Order Processing Screen]]
+
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*[[Accessing the Automatic Order Processing Screen]]
+
*[[Exiting Mercury Administration]]
*[[Exiting Mercury Administration]]

Revision as of 19:10, 3 March 2011

Contents

FTD Mercury Overview

Basic Operations

The Mercury Network

Mercury Messages

Florist Directory & Search

Managing Employees

Customer Maintenance

Product Maintenance

Working with Orders

Automatic Order Processing

Managing Point of Sale Sessions

Design Center

Processing and Settling Credit Cards

Mercury Delivery

Mercury Marketing

Wire Service Reconciliation

Accounts Receivable

Business Reports

Mercury Accounting and QuickBooks Integration

Fax and Email

FTD Document Center

Mercury Administration

Dashboard

Multi-Store Capabilities

Web Order Interface

Credit Card Authorization Codes

State and Province Abbreviations

Debit Cards

Automatic Software Updates

Personal tools