FTD Mercury X3 & X3 Fall Reference Guide Table of Contents

From FloristWiki

Revision as of 19:17, 3 March 2011

FTD Mercury Overview

• 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

• The Mercury Network

Mercury Messages

• Mercury Messages
  • Searching for Mercury Messages
  • Message Center
  • Working with Message Center
  • Attaching Incoming Orders
  • Handling Messages that Require Attention
  • Dealing with Incoming Reject Messages
  • Opening Orders Related to Messages
  • Creating New Mercury Messages
  • 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
• 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
  • General Tab
  • House Account Tab
  • Statistics Tab
  • Credit Cards Tab
  • Contacts Tab
  • Order History Tab
  • Marketing Tab
  • Statement Tab
  • Standing Order Tab
  • Life Cycle Tab
• 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 Folder
    • HouseAccount Screen
    • Dunning Message Screen
    • Questions Screen
    • Credit Cards Screen
    • Debit Cards Screen
    • Tax Code Screen
    • POS Setting Screen
    • Marketing Screen
    • Store Transfers Screen
  • Communication Folder
    • Email Screen
    • Fax Screen
    • Internet Screen
    • MailServer Screen
    • Mercury Connection Screen
    • Phone Lines Screen
    • Remote Delivery Screen
  • Delivery Folder
    • Delivery Code Screen
    • Delivery Priority Code Screen
    • Delivery Zone Screen
    • Delivery Zone Fees Screen
    • Address Verification Screen
  • Employee Folder
    • Employees Screen
    • Employee Type Screen
    • Job Functions Screen
  • Security Folder
    • License Screen
    • Window Access Screen
    • Audit Trail Screen
  • Store Folder
    • General Screen
    • Wire Code Screen
    • Store Settings Screen
  • System Folder
    • Abbreviation Codes Screen
    • Address Types Screen
    • Reason Code Screen
    • Product Category Screen
    • Referral Codes Screen
    • Phone Types Screen
    • Paid Out/In Types Screen
    • Advanced Settings Screen
  • Printer Settings Folder
    • Form Alignment Screen
    • Printer Routing Screen
    • Default Form Printing Screen
    • Form Format Screen
  • Wire Service Folder
    • WireServices Screen
    • CurrencySettings Screen (available only on Canadian systems)
    • Automatic Order Processing Screen

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

• Credit Card Authorization Codes

State and Province Abbreviations

• 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