FTD Mercury X3 & X3 Fall Reference Guide Table of Contents
From FloristWiki
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==Mercury Administration== | ==Mercury Administration== | ||
*[[Mercury Administration]] | *[[Mercury Administration]] | ||
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*[[Mercury Administration: Accounting Folder|Accounting]] | *[[Mercury Administration: Accounting Folder|Accounting]] | ||
*[[Mercury Administration: Communication Folder|Communication]] | *[[Mercury Administration: Communication Folder|Communication]] | ||
| Line 662: | Line 661: | ||
*[[Mercury Administration: Printer Settings Folder|Printer Settings]] | *[[Mercury Administration: Printer Settings Folder|Printer Settings]] | ||
*[[Mercury Administration: Wire Service Folder|Wire Service]] | *[[Mercury Administration: Wire Service Folder|Wire Service]] | ||
| - | |||
==Dashboard== | ==Dashboard== | ||
Revision as of 19:10, 3 March 2011
FTD Mercury Overview
Basic Operations
- Basic Operations
- FTDStartup and FTDShutdown
- Logging in to FTD Mercury
- System Login Window
- Connection Error Window
- Setting the Date and Time
- FTD Mercury Main Menu
- Exiting FTD Mercury
- Address Check Window
- Note Entry Window
- Setting Up Your Printers
- Checking Your Windows Default Printer
- Setting Up Your Reports Printer
- Setting Up Your Mercury Message Printer
- Receipt Printer Settings Window
- Printer Form Settings Window
- Setting Up Your Printers and Form Selections
- Connecting to Network Printers
- Receiving Orders and Messages
- Printing French Forms and Receipts
- Printing the Task List Report
- Setting Up Your Employees and Passwords
- Backing Up Your Data
- Daily/Weekly/Monthly Checklists
- Configuring Your System
- FTD Mercury Configuration Window
- Audit Trail Window
- Software License Window
- About Window
- Video Chat
The Mercury Network
Mercury Messages
- Mercury Messages
- 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
- Rerrieval Message
- Order Detail View Window
- Message Locate Error Window
Florist Directory & Search
- 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
- 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 Maintenance
- Customer Detail Information Window
- Customer Account Balance Detail Window
- Customer Account Balance Detail Report
- Customer Credit Card Window
- Order History Tab
- Standing Order Scheduler Window
- 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
- 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
- Customer Merge Window
- Customer Purge
- Protecting Customers from Customer Purge
- Deleting Individual Customers
- Purge Customers Window
Product Maintenance
- 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
- 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
- Canceling Orders
- One-Off Printing
- Editing an Order from History
- Card Messages and Font Sizes
- Sending a Card to Multiple Recipients
- Ticket Status Window
- Delivery Information Window
- Map It Window
- Cancel Confirmation Window
- Multiple Recipients Window
- Cancel or Void Order Window
- Automated Order Interface
Automatic Order Processing
- Automatic Order Processing
- Outgoing Order Handling by Automatic Order Processing
- Credit Card Payments and Automatic Order Processing
- Potential Issues that Prevent Automatic Order Processing
- Automatic Order Processing Screen
- 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
- 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
- Design Center
- Opening Design Center
- 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
- Processing and Settling Credit Cards
- Processing Credit Cards
- Changing the Price for a Credit Card Prior to Settlement
- Voice Authorizing Credit Cards
- 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
- Mercury Delivery
- 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
- 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
- Wire Service Reconciliation
- Automatic Reconciliation
- Manual Reconciliation
- Editing Previous Wire Reconciliation Batches
Accounts Receivable
- 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
- Business Reports
- Abbreviated Customer Master List with Balance Report
- Abbreviated Customer Master List with Days Late Report
- Aged Analysis Reports
- Business Snapshot Report
- Credit Card Settlement History Report
- Customer Account Payment Report
- Customer Master List
- Employee Analysis Report
- Life Cycle Report
- Employee Sales Report
- Message Report
- Payment Type Totals Report
- Product Comparison Report
- Product Sales Reports
- Reciprocity Report
- Report of Orders Filled
- Sales by Referral Code Report
- Sales Summary Report
- Sales Tax Report
- Standing Order Log Detail Report
- Standing Order Log Summary Report
- Tax Exempt Customer Report
- Ticket Report
- Wire Reconciliation Report
- Wire Service Incoming/Outgoing Report
Mercury Accounting and QuickBooks Integration
- Mercury Accounting and QuickBooks Integration
- Mercury Accounting Main Menu
- If You Are Already Using QuickBooks
- Setting Up QuickBooks
- The Chart of Accounts Wizard
- The Balance Wizard (Exporting to QuickBooks)
- General Ledger Export History
- Using QuickBooks
Fax and Email
- 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
- FTD Document Center
- Opening the FTD Document Center
- Creating a New Template
- Create a New Template Window
- Opening an Existing Template
- Customizing Templates
- Saving the Template
- Exiting the FTD Document Center
Mercury Administration
- Mercury Administration
- Accounting
- Communication
- Delivery
- Employee
- Security
- Store
- System
- Printer Settings
- Wire Service
Dashboard
- 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
- 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
- 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
- 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
Automatic Software Updates
- Automatic Software Updates
- Automatic Software Updates Window
- Automatic Software Updates Status
- Automatic Software Updates Settings
- Checking for Updates
- Pausing Downloads
- [[Scheduling Installations and Downloads
