Mercury Direct: Facility Search

From FloristWiki

Revision as of 13:28, 14 October 2010 by MercTechUAdmin (Talk | contribs)
Jump to: navigation, search

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.

Performing 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.
Personal tools