Performing a Retail ToGo Transaction

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(New page: {{TOCright}} '''This information applies to functionality for FTD Mercury X5 Fall and later.''' <hr> <br> You can perform a transaction in the Quick Sale Mobile App from the Entry screen. ...)
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You can perform a transaction in the Quick Sale Mobile App from the Entry screen.
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You can perform a transaction in the Retail ToGo mobile app from the [[Retail ToGo Entry]] screen.<br>
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<br>
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==Entering Information on the Entry Screen==
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==Entering Information on the Retail ToGo Entry Screen==
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From the Entry screen, you can enter the product codes, quantities, and prices for a transaction and receive the total due, including tax.
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From the [[Retail ToGo Entry]] screen, you can enter the product codes, quantities, and prices for a transaction and receive the total due, including tax.
'''To enter transaction information:'''
'''To enter transaction information:'''
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#Launch the Quick Sale Mobile App.
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#Launch the Retail ToGo mobile app.
#From the Store list at the top of the screen, select the store where you’re performing the transaction. Stores appear in the same order as they do in FTD Mercury.
#From the Store list at the top of the screen, select the store where you’re performing the transaction. Stores appear in the same order as they do in FTD Mercury.
#Enter transaction details through one of the following methods:
#Enter transaction details through one of the following methods:
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#*Tap the corresponding product category image for the item in your transaction and complete all fields on the Product Code and Quantity screen.
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#*Tap the corresponding product category image for the item in your transaction and complete all fields on the [[Product Code and Quantity Entry]] screen.
#*In the appropriate text fields, enter the transaction amount in dollars and cents for each category.
#*In the appropriate text fields, enter the transaction amount in dollars and cents for each category.
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Tap Save to continue to the Tendering Method screen or Cancel to clear all information and return to a new Entry screen.
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Tap Save to continue to the [[Payment Tender]] screen or Clear to clear all information and return to a new [[Retail ToGo Entry]] screen.<br>
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{|
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|-
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|[[Image:NoteIcon.png]]
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|
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After tapping Clear, you will be asked "Do you want to clear product list?" Tap Yes to clear all information or No to return to the [[Retail ToGo Entry]] screen with the transaction details you have entered.
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|}
<br>
<br>
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==Entering Information on the Product Code and Quantity Screen==
==Entering Information on the Product Code and Quantity Screen==
'''To enter product code and quantity information:'''
'''To enter product code and quantity information:'''
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#From the Entry screen, tap the corresponding product category image for the item in your transaction.
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#From the [[Retail ToGo Entry]] screen, tap the corresponding product category image for the item in your transaction.
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#:The [[Product Code and Quantity Entry]] screen appears.
#Tap the Product Code field and enter the product code for your item. You can enter any product codes that you have configured in your system with the exception of coupon or discount codes.
#Tap the Product Code field and enter the product code for your item. You can enter any product codes that you have configured in your system with the exception of coupon or discount codes.
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#;Default product codes are:
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#:Default product codes are:
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#*QSF: Flowers
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#:*QSF: Flowers
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#*QSP: Plants
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#:*QSP: Plants
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#*QSG: Gifts
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#:*QSG: Gifts
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#*GSO: Other
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#:*QSO: Other
#Tap the Quantity field and enter the item quantity.
#Tap the Quantity field and enter the item quantity.
#Tap the Item Price field and enter the price of the item.
#Tap the Item Price field and enter the price of the item.
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Tap Save to save the product information and return to the Entry screen or Cancel to clear all information and return to the Entry screen.
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Tap Save to save the product information and return to the [[Retail ToGo Entry]] screen or Cancel to clear all information and return to the [[Retail ToGo Entry]] screen.
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Repeat steps 1 – 5 for each unique item in your transaction.
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Repeat steps 1 – 5 for each unique item in your transaction.<br>
<br>
<br>
==Entering Payment Information==
==Entering Payment Information==
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'''To enter payment information:'''
 
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#Perform all necessary steps on the Entry and Product Code and Quantity screens.
 
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#From the Payment Tender screen, tap the method of payment. The available options are Credit Card or Cash.
 
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#If you select a cash payment:
 
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#*Tap the Amount Tendered box and enter the cash tendered.
 
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#;The amount of change to be returned appears.
 
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#*Tap Cancel to return to the Entry screen, Save to continue to the Receipt screen, or Back to return to the Payment Selection screen.
 
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#If you select a credit card payment, you can enter details through one of the following methods:
 
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#*Swipe the card via the attached swipe device. The Credit Card Authorization In Progress screen appears.
 
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Third-party swipe devices must be compatible with iOS7 and Android 4.3 mobile devices.
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Third-party swipe devices must be compatible with iOS 7 and Android 4.3 mobile devices.
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#*Tap Enter Credit Card Information to manually enter the following card details:
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'''To enter payment information:'''
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###Card Holder
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#Perform all necessary steps on the [[Retail ToGo Entry]] and [[Product Code and Quantity Entry]] screens.
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###Credit Card Number
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#From the [[Payment Tender]] screen, tap the method of payment. The available options are Credit Card or Cash.
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###Expiration Date
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#If you select a cash payment, from the [[Cash Tender]] screen:
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###CVV Code (Optional)
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#*Enter the cash tendered in the Amount Tendered box.
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#:The amount of change to be returned appears.
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#:'''Note''': If the cash tendered is less than the amount due, the change will appear in parenthesis. For example, the customer tenders $10.00 for a $10.11 transaction. The Change appears as $(0.11). You cannot perform split tender transactions and should ensure that the amount tendered is always greater than the amount due.
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#*Tap Cancel to return to a new [[Retail ToGo Entry]] screen, Save to continue to the [[SMS and Email Entry]] screen, or Back to return to the [[Payment Tender]] screen.
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#:'''Note''': Tapping Cancel returns you to a new [[Retail ToGo Entry]] screen. This new screen will not include any transaction details you have entered. To return to an existing [[Retail ToGo Entry]] screen with transaction details, use the Back button in the app until you have returned to the correct screen.
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#If you select a credit card payment, from the [[Credit Card Entry]] screen, you can enter details through one of the following methods:
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#*Swipe the card via the attached swipe device:
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#*#Toggle the Swipe Card slider to the right.
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#*#Ensure that the Device Status reads Connected.
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#*#Swipe the card via the attached swipe device.
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#::The [[Credit Card Authorization In Progress]] screen appears.
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#*Manually enter the following card details:
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#*#Name ''(Cardholder name)''
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#*#Credit Card Number
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#*#Expiration Date ''(Two-digit month and year)''
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#*#CVV Code ''(Optional)''
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Tap Save to validate manually entered card information and progress to the Credit Card Authorization In Progress screen. To cancel the transaction, tap Cancel to return to the Entry screen, or to return to the Payment Selection screen, tap Back.
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Tap Save to validate manually entered card information and progress to the [[Credit Card Authorization In Progress]] screen. To cancel the transaction, tap Cancel to return to a new [[Retail ToGo Entry]] screen, or to return to the [[Payment Tender]] screen, tap Back.<br>
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{|
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|-
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|[[Image:NoteIcon.png]]
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|
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Tapping Cancel returns you to a new [[Retail ToGo Entry]] screen. This new screen will not include any transaction details you have entered. To return to an existing [[Retail ToGo Entry]] screen with transaction details, use the Back button in the app until you have returned to the correct screen.
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|}
<br>
<br>
==Authorizing the Credit Card==
==Authorizing the Credit Card==
The card is authorized after the card details have been entered. You do not need to perform any actions to authorize the card.
The card is authorized after the card details have been entered. You do not need to perform any actions to authorize the card.
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If the card is authorized, an approved message appears. If the card is not approved, either a declined or error message appears, depending on the reason the card was not approved.
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If the card is authorized, an approved message appears from the [[Credit Card Authorization In Progress]] screen. If the card is not approved, a declined or error message appears depending on the reason the card was not approved.
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If a declined message appears, you can either swipe or manually enter the card details again, or complete the transaction with an alternate card. If an error message appears, you must close the application and begin the transaction again.
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If a declined message appears, you can either swipe or manually enter the card details again, or complete the transaction with an alternate card. If an error message appears, you must close the application and begin the transaction again.<br>
<br>
<br>
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==Capturing the Card Holder Signature==
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==Capturing the Cardholder Signature==
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You can capture the card holder’s signature after the credit card is authorized.
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From the [[Signature Capture]] screen, you can capture the cardholder’s signature after the credit card is authorized.
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'''To capture the card holder's signature:'''
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#Have the card holder sign with their finger.
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'''To capture the cardholder's signature:'''
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#Tap Clear to clear out the signature and have the card holder sign again.
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#Have the cardholder sign with their finger.
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#Tap save to save the signature and proceed to the SMS and Email Entry screen.
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#If the cardholder is not satisfied with the signature, tap Clear to clear out the signature and have the cardholder sign again.
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#Once the cardholder is satisfied with the signature, tap save to save the signature and proceed to the [[SMS and Email Entry]] screen.<br>
<br>
<br>
==Sending a Receipt==
==Sending a Receipt==
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After the payment for the transaction is complete, the SMS and Email Entry screen appears. You can send receipts to the customer’s supplied phone and/or email address.
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After the payment for the transaction is complete, the [[SMS and Email Entry]] screen appears. You can send a receipt to the customer’s supplied phone or email address.
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'''To send a receipt:'''
'''To send a receipt:'''
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#Check the box next to the type of receipt you would like to send. You can send a text receipt to the customer’s phone and/or a receipt to the customer’s email address.
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#Toggle the slider to the right for the type of receipt you would like to send. You can send a text receipt to the customer’s phone or a receipt to the customer’s email address.
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#For each field you have checked, provide the customer’s phone number or email address. If your device allows, you can enter multiple email addresses.
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#Provide the customer’s phone number or email address. If your device allows, you can enter multiple email addresses.
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#Tap Send to send the selected receipts or Skip if the customer does not require a receipt.
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#Tap Save to send the selected receipts or Skip if the customer does not require a receipt.
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<hr>
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[[FTD Mercury Retail ToGo Mobile App|Back to FTD Mercury Retail ToGo mobile app documentation]]

Current revision

Contents

This information applies to functionality for FTD Mercury X5 Fall and later.



You can perform a transaction in the Retail ToGo mobile app from the Retail ToGo Entry screen.

Entering Information on the Retail ToGo Entry Screen

From the Retail ToGo Entry screen, you can enter the product codes, quantities, and prices for a transaction and receive the total due, including tax.

To enter transaction information:

  1. Launch the Retail ToGo mobile app.
  2. From the Store list at the top of the screen, select the store where you’re performing the transaction. Stores appear in the same order as they do in FTD Mercury.
  3. Enter transaction details through one of the following methods:
    • Tap the corresponding product category image for the item in your transaction and complete all fields on the Product Code and Quantity Entry screen.
    • In the appropriate text fields, enter the transaction amount in dollars and cents for each category.

Tap Save to continue to the Payment Tender screen or Clear to clear all information and return to a new Retail ToGo Entry screen.

Image:NoteIcon.png

After tapping Clear, you will be asked "Do you want to clear product list?" Tap Yes to clear all information or No to return to the Retail ToGo Entry screen with the transaction details you have entered.


Entering Information on the Product Code and Quantity Screen

To enter product code and quantity information:

  1. From the Retail ToGo Entry screen, tap the corresponding product category image for the item in your transaction.
    The Product Code and Quantity Entry screen appears.
  2. Tap the Product Code field and enter the product code for your item. You can enter any product codes that you have configured in your system with the exception of coupon or discount codes.
    Default product codes are:
    • QSF: Flowers
    • QSP: Plants
    • QSG: Gifts
    • QSO: Other
  3. Tap the Quantity field and enter the item quantity.
  4. Tap the Item Price field and enter the price of the item.

Tap Save to save the product information and return to the Retail ToGo Entry screen or Cancel to clear all information and return to the Retail ToGo Entry screen.

Repeat steps 1 – 5 for each unique item in your transaction.

Entering Payment Information

Image:ImportantInfoIcon.png

Third-party swipe devices must be compatible with iOS 7 and Android 4.3 mobile devices.

To enter payment information:

  1. Perform all necessary steps on the Retail ToGo Entry and Product Code and Quantity Entry screens.
  2. From the Payment Tender screen, tap the method of payment. The available options are Credit Card or Cash.
  3. If you select a cash payment, from the Cash Tender screen:
    • Enter the cash tendered in the Amount Tendered box.
    The amount of change to be returned appears.
    Note: If the cash tendered is less than the amount due, the change will appear in parenthesis. For example, the customer tenders $10.00 for a $10.11 transaction. The Change appears as $(0.11). You cannot perform split tender transactions and should ensure that the amount tendered is always greater than the amount due.
    Note: Tapping Cancel returns you to a new Retail ToGo Entry screen. This new screen will not include any transaction details you have entered. To return to an existing Retail ToGo Entry screen with transaction details, use the Back button in the app until you have returned to the correct screen.
  4. If you select a credit card payment, from the Credit Card Entry screen, you can enter details through one of the following methods:
    • Swipe the card via the attached swipe device:
      1. Toggle the Swipe Card slider to the right.
      2. Ensure that the Device Status reads Connected.
      3. Swipe the card via the attached swipe device.
    The Credit Card Authorization In Progress screen appears.
    • Manually enter the following card details:
      1. Name (Cardholder name)
      2. Credit Card Number
      3. Expiration Date (Two-digit month and year)
      4. CVV Code (Optional)

Tap Save to validate manually entered card information and progress to the Credit Card Authorization In Progress screen. To cancel the transaction, tap Cancel to return to a new Retail ToGo Entry screen, or to return to the Payment Tender screen, tap Back.

Image:NoteIcon.png

Tapping Cancel returns you to a new Retail ToGo Entry screen. This new screen will not include any transaction details you have entered. To return to an existing Retail ToGo Entry screen with transaction details, use the Back button in the app until you have returned to the correct screen.


Authorizing the Credit Card

The card is authorized after the card details have been entered. You do not need to perform any actions to authorize the card.

If the card is authorized, an approved message appears from the Credit Card Authorization In Progress screen. If the card is not approved, a declined or error message appears depending on the reason the card was not approved.

If a declined message appears, you can either swipe or manually enter the card details again, or complete the transaction with an alternate card. If an error message appears, you must close the application and begin the transaction again.

Capturing the Cardholder Signature

From the Signature Capture screen, you can capture the cardholder’s signature after the credit card is authorized.

To capture the cardholder's signature:

  1. Have the cardholder sign with their finger.
  2. If the cardholder is not satisfied with the signature, tap Clear to clear out the signature and have the cardholder sign again.
  3. Once the cardholder is satisfied with the signature, tap save to save the signature and proceed to the SMS and Email Entry screen.


Sending a Receipt

After the payment for the transaction is complete, the SMS and Email Entry screen appears. You can send a receipt to the customer’s supplied phone or email address.

To send a receipt:

  1. Toggle the slider to the right for the type of receipt you would like to send. You can send a text receipt to the customer’s phone or a receipt to the customer’s email address.
  2. Provide the customer’s phone number or email address. If your device allows, you can enter multiple email addresses.
  3. Tap Save to send the selected receipts or Skip if the customer does not require a receipt.



Back to FTD Mercury Retail ToGo mobile app documentation

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