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RELEASE NOTES
VERSION 7.2
Release Notes
Information in this document is subject to change without notice. Companies, names and data used in examples herein are fictitious unless otherwise noted. While reasonable efforts have been taken in the preparation of this document to ensure its accuracy, Teleflora assumes no liability resulting from any errors or omissions, or from the use of the information obtained herein. No part of this document may be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose, without the express written permission of Teleflora, LLC. ©2017 Teleflora, LLC. All rights reserved. Teleflora, Dove Network, Dove POS and eFlorist Program are trademarks of Teleflora, LLC. Microsoft and Windows are registered trademarks of Microsoft Corporation. All other trademarks and service marks are the property of their respective owners.
Release Notes
Contents
Enhancements ......................................................................................................................................... 1
Funeral Tracker .................................................................................................................................... 1
Accessing Funeral Tracker ............................................................................................................... 1
Creating Services.............................................................................................................................. 2
Linking New Orders .......................................................................................................................... 3
Linking Existing Orders ..................................................................................................................... 4
Deleting Services .............................................................................................................................. 5
Unlinking Orders ............................................................................................................................... 5
Acknowledgement List ...................................................................................................................... 6
Vonage Integration ............................................................................................................................... 9
Vonage Integration Setup ................................................................................................................. 9
Vonage Caller ID ............................................................................................................................ 10
White Pages Integration ..................................................................................................................... 11
Using Reverse Phone Search ......................................................................................................... 12
Merge Customers ............................................................................................................................... 13
House Account Credit Limit ................................................................................................................ 15
Using Accounts with Credit Limits ................................................................................................... 16
Account Payments ............................................................................................................................. 17
ENHANCEMENTS
Funeral Tracker
Dove POS now has the ability to track and manage Funeral orders! The new Dove POS Funeral Tracker
allows shops a quick and simple way of managing sympathy and funeral service orders.
Accessing Funeral Tracker
The Dove POS Funeral Tracker allows creation and management of funeral services and orders that will
be handled by florists.
To access the Funeral Tracker, select Tools at the top of the Dove POS window. Next, select Funeral
Tracker from the drop-down menu.
Creating Services
To begin managing sympathy orders, the associated Service must first be created.
To create a new Service:
1. Select the Add New option from the
Service Records Section.
2. The Service / Family Information
section will become accessible.
3. Begin entering the Service Information
by entering the deceased’s First and
Last Name.
Note: Fields marked with an asterisk (*)
are required fields.
4. Enter the Address of the location
hosting the service. If being held in a
Funeral Home or related facility, use the
Facility Lookup function to autocomplete
address information.
5. Next, enter the Service Date and
Delivery Date & Time by using the
drop-down calendar.
6. Specify the Delivery Fee that is to be
applied to all Linked Orders for this
service, as well as any Delivery
Instructions.
7. Begin entering the Family Contact
Information, by entering the First and
Last Name of the funeral service family
contact.
8. Enter the Address and Phone Number
of the family contact.
9. Provide a valid Email Address for the
family contact.
10. Create the new service by clicking Save.
Linking New Orders
The next step in Funeral Tracking is creating orders that will be linked to funeral services. This function
helps manage orders associated with funeral services so that they may be viewed at a later date.
To begin creating Funeral Service Orders:
1. Select the appropriate service from the
Service Records section.
2. Select Link to Order at the bottom of
the Service Records section.
3. The Local Delivery Order screen will
open.
4. The Recipient and Delivery sections of
the order entry screen will automatically
populate the appropriate details from
the Service Information section of the
Funeral Tracker.
5. Enter the Customer, Product, and
Payment information, and complete the
sale as normal.
6. Return to the Funeral Tracker by
selecting Tools, followed by Funeral
Tracker. The Funeral Tracker may also
be opened by clicking the Funeral
Tracker Link located at the top of the
Recipient section of the New Order
screen.
7. To review a service’s linked orders,
select the appropriate service from the
Service Records section.
8. The Order Information section will
display a list of all orders currently
linked to the selected service.
Linking Existing Orders
Orders that have been taken prior to a service’s creation may be linked to that service at a later time.
This ability makes funeral service management easier, so that any orders not created from the Funeral
Tracker window can be conveniently added at a later time.
To link an existing order to services:
1. Lookup the order by going to Lookup
at the top of the Dove POS window.
2. Next, select Order / Invoice Lookup
from the lookup menu.
3. Search for the order to be linked by
entering the appropriate Search
Criteria, such as the order number.
4. Once the order has been found, select
Edit at the bottom of the search results
window.
5. This will open the Modify Order
screen. From the Recipient section,
select the Funeral Tracker link.
6. The Funeral Tracker window will display.
Select the appropriate service from the Service Records section.
7. Click Link to Order at the bottom of the Service Records section.
8. Once returned to the Modify Order screen, select Save Changes to save the order and link it to
the selected service.
Deleting Services
At any point a service may be deleted by clicking the Red X button in the Service Records. Click
OK on the confirmation prompt to delete the selected service.
Note: A service cannot be deleted if there are currently linked orders.
Unlinking Orders
Orders can be unlinked from services at any time by clicking the Unlink button next to the order in
the Order Information section. Next, select Ok on the confirmation prompt to complete unlinking the
order.
Acknowledgement List
Along with the ability to manage sympathy orders, Funeral Tracker also provides a list of
Acknowledgement addresses that can be printed or emailed to the Funeral Service Contact. This list
can be provided to the family of funeral services so that they may have a detailed list of
acknowledgement contacts.
Printing Acknowledgement List
Acknowledgement lists have the option of being printed so that a physical copy may be provided to
service contacts.
To print the Acknowledgement List:
1. Open the Funeral Tracker by selecting
Tools then Funeral Tracker located
at the top of the Dove POS window.
2. Select the appropriate Service from
the Services section.
3. Next, click on the Print
Acknowledgement List at the bottom
of the Order Information section.
4. A preview of the Acknowledgement
List will display in a new window.
5. To print the document, select Print
at the bottom of the window.
Emailing Acknowledgement List
Acknowledgement Lists may also be emailed to contacts so that they may have a digital copy of
acknowledgement information.
Note: This feature requires purchase of the Dove POS Email Module. This module can be purchased
separately by contacting Dove POS Support.
To email Acknowledgement Lists:
1. Open the Funeral Tracker by
selecting Tools then Funeral
Tracker located at the top of the
Dove POS window.
2. Select the appropriate Service from
the Services section.
3. Next, click on the Print
Acknowledgement List at the
bottom of the Order Information
section.
4. A preview of the Acknowledgement
List will display in a new window.
5. Select the Send Email option at the
bottom of the window.
6. A window containing the body of the
email message will appear. Adjust
any necessary information. The
email may be previewed by selecting
Preview at the bottom of the window.
7. Once the information has been
verified, select Send Email to
transmit the email to the contact.
Customize Funeral Acknowledgement Email
The Funeral Acknowledgement Email may be customized at any time. This way shops may provide
alternate contact information, or create a more personalized email message.
To customize Acknowledgement Email:
1. Select Tools from the top of the Dove
POS window.
2. Next, place the cursor over the
System Setup option.
3. From the System Setup menu, select
Messaging Setup.
4. This will open the Message Setup
window.
5. Select the drop-down menu for
Message Type.
6. Click the option for Funeral
Acknowledgement Email.
7. Make the necessary changes and select Save.
Vonage Integration
It is now easier than ever to process orders in Dove POS! Shops who use the Vonage Internet Phone
service are now able to integrate Vonage Caller ID functions into Dove POS. With this feature, shops are
now able to quickly access customer records, reducing time taken for order entry.
If interested in purchasing Vonage Internet Phone service, contact Teleflora Sales at 800-720-9407.
Vonage Integration Setup
To setup Vonage Integration:
1. Select Tools from the top of the Dove POS
window.
2. From the Tools menu, select Terminal
Setup.
3. This will display the Terminal Setup window.
4. In the Vonage Integration section, check the
option for Integrate with Vonage phone
system.
5. Next, enter the following information:
a) Vonage Username
b) Vonage Password
c) Phone Extension (Terminal Specific)
6. Verify the connection to the Vonage phone
system by selecting Test.
Note: If the connection test fails, verify that
the correct settings have been entered.
7. Once the test is successful, select Save to
save the current terminal settings.
Vonage Caller ID
When receiving a call on a terminal setup with Vonage Phone Integration, Dove POS can search for
existing customers using the caller’s phone number. With this feature, procedures such as order and
payment entry become even faster!
To use Vonage Caller ID lookup:
1. Verify that Vonage Integration has been
setup on the current terminal.
2. When using any Customer Lookup
function, such as those found in the New
Order and Take Payment screens, initiate
a lookup by clicking the Caller ID Lookup
icon .
3. The Customer Lookup window will
open, displaying results with phone
numbers matching that of the caller.
White Pages Integration
Dove POS now provides the ability to search for addresses of Customers and Recipients using White
Pages reverse lookup. Using this feature, name and address information can be entered quickly and
easily by simply entering a valid 10-digit phone number, making order entry even easier!
Note: There will be a small fee for each White Pages search performed. These fees will appear on
the Teleflora Monthly Statement: US ($.11) / CAN ($.13).
To enable White Pages reverse lookup:
1. From the Windows Desktop, and with
Dove POS closed, Right Click the
Dove POS Terminal Icon.
2. Select Run As Administrator.
3. When prompted to allow changes to
system, click Yes.
4. This will open the Dove POS Window
with Administrator rights.
5. Click Tools from the top of the Dove
POS window.
6. Next, place the cursor over the System
Setup option.
7. Select Communications from the
system options menu.
8. Check the option for Activate White Pages reverse phone search.
9. Select, Save.
Using Reverse Phone Search
Customer address information can be looked up when using any Customer Lookup field.
To search for Customer information using White Pages:
1. Enter a valid 10-digit Phone Number into the
Customer Lookup field.
2. Click the Search button.
3. This will search your database for any
customer assigned with the entered phone
number. If no results are found, White Pages
will display possible results.
To search for Recipient information using White Pages:
1. Enter a valid 10-digit Phone Number into the
Recipient information field.
2. Click the 411 button above the Phone field.
3. If any results are returned, Dove POS will
automatically populate the information into the Name
and Address fields.
Merge Customers
Dove POS now provides additional features to help better manage customer accounts. Using the Merge
Customers feature, it is possible to merge customers’ Transaction History, Recipient Information, and
Credit Card information into one account. Additionally, any merged accounts will be automatically deleted
from the Dove POS system.
Merging Customer Accounts
Before merging customer accounts, it is important to note that these steps cannot be reversed. Also,
when selecting customer accounts it is important to remember that the Master Account will be retained,
while the Account to be Merged will be permanently deleted.
To merge customer accounts:
1. Click the Tools option at the top of the
Dove POS screen.
2. Select Merge Customers from the
drop-down menu.
3. Search for the Account to be Merged
by clicking the Customer Lookup icon.
4. Select the appropriate customer account
from the results, then click Merge this
Customer at the bottom of the customer
lookup screen.
5. Next, search for the Master Account by
clicking the Customer Lookup icon.
6. Select the appropriate customer account
from the results, then click Merge this
Customer at the bottom of the
Customer Lookup screen.
7. Complete the customer account merge
by selecting Merge Now.
8. Next, a warning will display with an
overview of the pending account
changes.
9. If satisfied with the pending changes,
select Yes to proceed with the account
merge.
10. A confirmation of the account merger will
display, advising of deleted customer
accounts. Select OK to close this
confirmation.
Important: Once an account has been merged, it is not possible to
restore the account.
!
House Account Credit Limit
It is now possible to assign Credit Limits to any House Account customer, as well as Customer
Categories, in Dove POS. This feature helps to better manage customer accounts and unpaid balances.
To place a credit limit on Customer Account:
1. Begin by selecting the
Lookup option at the
top of the Dove POS
window.
2. From the Lookup menu,
select Customer
Lookup.
3. Enter the Name of the
customer’s account.
4. Click Search.
5. Select the customer’s
account from the
results and click Modify
at the bottom of the
screen.
6. Select the House Account / Payment Info tab.
7. Next, enter the Credit Limit amount in the House Account Information section.
8. Select Save and Close at the bottom of the screen.
To assign credit limits to a Customer Category:
1. Select Tools from the top of the Dove POS screen.
2. Place cursor over the System Setup option.
3. Select Customer Categories from the System
Setup menu.
4. Select the appropriate category from the list, then
click Modify.
5. This will open the Modify Customer Category
screen. Enter the appropriate limit amount into the
Credit Limit field.
Using Accounts with Credit Limits
When a customer that has met their Credit Limit is added to any new order, Dove POS will provide an
alert, warning that the customer has met or exceeded the allowed system credit.
This warning can be bypassed by selecting Ok. Doing so will add the customer to the order entry
screen.
When trying to charge an order to Customer Account with an imposed Credit Limit, Dove POS will alert
to any payment that results in an exceeded limit.
To continue with the payment, and allow the additional credit, select Allow House Account Payment.
To provide an alternate Method of Payment, select Return to Order.
Note: By default, Employee accounts set to Sales Clerk or Restricted Sale Clerk are required to enter
the Manager Pin to bypass these warnings. These settings can be changed through Employee Security
settings.
Account Payments
Dove POS has introduced new features to the Take Account Payment screen! These new features
provide quick access to customer’s transaction history, as well as allowing quicker entry for House
Account payments.
Order Number - This column displays the Order Number associated with the displayed Invoice. Clicking
the Order Number link in this column will display a preview of the selected order, providing quick access
to any order related function.
Invoice Number – This column functions in the same manner as Order Number. Selecting this link will
display a preview of the selected invoice, providing quick access to all invoice related functions.
Product Information – This column provides an overview of products assigned to the currently
displayed invoice.
Apply Invoice Selection – This column provides checkboxes which may be used to select which invoices will be paid with the currently entered payment. While using this option, the amount tendered will automatically calculate to reflect the amount required for the current payment.