Mercury Direct: Facility Search

From FloristWiki

(Difference between revisions)
Jump to: navigation, search
(Performing a Facility Search While Creating an Order)
Current revision (16:06, 29 August 2012) (edit) (undo)
 
(3 intermediate revisions not shown.)
Line 6: Line 6:
When you access Facility Search, the [[Facility Search Main Window]] opens.
When you access Facility Search, the [[Facility Search Main Window]] opens.
-
 
==Performing a Facility Search from the Mercury Direct Main Menu==
==Performing a Facility Search from the Mercury Direct Main Menu==
Line 16: Line 15:
==Selecting a Facility Search While Creating an Order==
==Selecting a Facility Search While Creating an Order==
'''To search for a facility while creating an order:'''
'''To search for a facility while creating an order:'''
-
#On the '''Create an Order''' screen, in the '''Recipient Information''' area, click the magnifying glass button next to the '''Address''' field. The [[Facility Search Main Window]] opens.
+
#On the Create an Order screen, in the Recipient Information area, click the magnifying glass button next to the Address field. The [[Facility Search Main Window]] opens.
-
#Enter criteria to locate the facility, and then click '''Search'''. Results matching your search criteria are displayed on the left side of the window, with corresponding balloons placed on the map on the right side of the window.
+
#Enter criteria to locate the facility, and then click Search. Results matching your search criteria are displayed on the left side of the window, with corresponding balloons placed on the map on the right side of the window.
-
#Click the facility name from the results list to select the facility. The information about the facility is transferred to the '''Create an Order''' window in the '''Recipient Information''' area.
+
#Click the facility name from the results list to select the facility. The information about the facility is transferred to the Create an Order window in the Recipient Information area.
 +
 
 +
==Searching for a Florist who Serves a Facility==
 +
'''To search for a florist who serves a facility:'''
 +
#Perform a Facility Search using one of the methods above.
 +
#Click the Find Florists link for a facility to display florists who serve the facility.
 +
#If there are florists who serve the facility, the florist search displays a listing of those florists. If no florists are linked to the facility, you can click a link in the results list to find a florist that services the area.

Current revision

A Facility Search is used when a customer is sending flowers to a recipient who is located at a hospital, nursing home, or funeral home, and you must locate recipient information for that facility (address, phone number, etc.).

You can access a Facility Search in two ways:

  • By clicking on the magnifying glass icon in the Recipient Information area of the Create an Order screen
  • By clicking Facility from the Search menu on the Mercury Direct Main Menu

When you access Facility Search, the Facility Search Main Window opens.

Performing a Facility Search from the Mercury Direct Main Menu

To search for a facility from the Mercury Direct Main Menu:

  1. On the Mercury Direct Main Menu, click the Search menu, and then click Facility. The Facility Search Main Window opens.
  2. Enter criteria to locate the facility, and then click Search. Results matching your search criteria are displayed on the left side of the window, with corresponding balloons placed on the map on the right side of the window.

Selecting a Facility Search While Creating an Order

To search for a facility while creating an order:

  1. On the Create an Order screen, in the Recipient Information area, click the magnifying glass button next to the Address field. The Facility Search Main Window opens.
  2. Enter criteria to locate the facility, and then click Search. Results matching your search criteria are displayed on the left side of the window, with corresponding balloons placed on the map on the right side of the window.
  3. Click the facility name from the results list to select the facility. The information about the facility is transferred to the Create an Order window in the Recipient Information area.

Searching for a Florist who Serves a Facility

To search for a florist who serves a facility:

  1. Perform a Facility Search using one of the methods above.
  2. Click the Find Florists link for a facility to display florists who serve the facility.
  3. If there are florists who serve the facility, the florist search displays a listing of those florists. If no florists are linked to the facility, you can click a link in the results list to find a florist that services the area.
Personal tools