How to Convert a Wire in Order

How Do You Do That

Daisy POS How To Tips and Tricks For Power Users

“How DO you do That”

Daisy POS

Tips & Tricks For Power Users

By:

Mark Rhodes

Edited for Canadian Users by:

Ryan Freeman

How Do You Do That

Daisy POS How To Tips and Tricks for Power Users

How Do You Do That

Daisy POS How To Tips and Tricks For Power Users

FOWARD

HOW TO CONVERT A WIRE IN ORDER

HOW TO ENTER A PAYMENT ON THE CASH DRAWER

HOW TO ENTER A PAYMENT

HOW TO REPRINT AN ORDER

SEARCHING FOR ORDERS

PRINTING SALES REPORTS

PRICE DEFAULTS

GRADUATED PRICING

AUTOCHARGE vs. PAYMENT METHOD 1-7 CRD SALE

PRINTING DAILY, WEEKLY & CREDIT CARD INVOICES

KEYBOARD SHORTCUTS

TIPS FOR POS TICKET ENTRY

HOW TO TRACK CASH CUSTOMERS

THE WORDSAME

ALT-R

WIRE OUT ORDERS

SEARCHING FOR ORDERS

REFUNDS, VOIDS, AND REVERSE SALES.

VOID SALE

REVIEW EDIT TICKET

REFUND OPTION

REVERSE SALE OPTION

END OF DAY REPORTS, IMPORT EDIT LlST & POSTING SUMMARY

DAY END CLOSE OUT REPORT

CREDIT CARD REPORT

DRAWER Z REPORT

IMPORT EDIT LIST & POSTING SUMMARY

MY CASH IS SHORT OR OVER?

PAYING SALES TAX

WHAT DO I DO WITH INTERACT? (Canadian Customers Only)

SETTLING CREDIT CARDS

FOWARD

I have been installing the DAISY SYSTEM for 8 years. In that time I have found that there are certain functions that florist need just a little more help with. In this manual I have tried to explain in everyday terms how to use some very common and useful features of the Daisy software. This book is a work in progress and I am changing and updatingit daily. Although I am currently employed by Teleflora this manual was not written or published by them. The tips in this book come from my knowledge, the creative knowledge of other florist using the Daisy system, and from some of the smartest Installers I have ever had the pleasure of working with. Any mistakes you find in this book can be e-mailed to . Any tips or tricks you think would be useful to add can also be e-mailed to the above address and I will try and add it to the documentation. It is my hope that with this manual you as a florist will be able to better understand the features of the Daisy System. I make no promises that the shortcuts and tips found in this book will be right for your shop. All I can promise is if you use these tips the Daisy System will be a more useful tool within your business.

Mark Rhodes

Installation Specialist

As a Canadian florist, long time Daisy user and Daisy installer, I commend Mark on putting together a high quality instruction manual for Daisy users. At the risk of tampering with perfection, I’ve decided to add some tips, tweaks or notes aimed specifically at Canadian users. I hope you find this manual beneficial to your shop operation!

Ryan Freeman

OWTO CONVERTA WIRE IN ORDER

1: From any POS Ticket Entry Menu.

2: Select‘4’ – Retrieve Incoming Data

3: Highlight the order to be retrieved using the arrow keys and press ENTER.

4: When the order appears on the screen, change the merchandise code (F5) and check the card message (F4)for errors. Canadian FTD users should double check the sending code on FTD HQ orders. Some will send orders in USD, some in Canadian funds.

[RKF1]

5: Press F10 to save and enter your initials.

NOTE: When you convert a wire in order, the POS programs must

default tosome merchandise code. I suggest that you set up a

code called INCOMMING ORDER to remind clerks to adjust the code.

HOWTOENTERA PAYMENTONTHE CASH DRAWER

1: From the Drawer Main Menuselect‘R’.

2: Enter your Initials.

3: Enter Customer ID as prompted and press ENTER

4: Press ENTER past the transaction date. (It will default to today’s date)

5: At Reference CD Press ‘F1’ for help and enter the correct payment code.

5: At Check # either leave blank or enter the check number. As of version 4.07, inputting the cheque number can interfere with viewing the reference field when querying a customer’s account. I suggest leaving this field blank.

[RKF2]

6: At AMOUNT ROA enter the amount that the customer is paying

7: At TENDERED enter the amount the customer gave you. It is important that you do not switch these fields. If the change amount is negative, you have probably inverted the numbers. For cheque ROAs always match the ROA and Tendered amounts to the cheque total, even if the customer is overpaying. This will put a proper credit on their account, and prevent your cash from being out of balance.

8: Press ENTER twice. The cash drawer will open and a receipt will print.

NOTE: If the customer is paying by credit card you must use this

method forentering a payment or the card will not be

authorized

NOTE: If you make a mistake entering an ROA you can use option ‘E’

Edit an ROA to correct your mistake.

HOW TO ENTER A PAYMENT

1: Select the Admin Menu by pressingALT-F2

2: Select‘3’ – Daisy

3: Select‘1’ –Set System Date andenter today’s date.

4: Select‘3’ – Transaction Entry Menu

5: Select‘1’ – Enter Transactions

6: Select‘2’ – PAYMENT

7: Enter your payments.

8: After all payments are entered press ESC twice.

9: Select‘7’Print Edit listand verify your totals for deposit.

10: If you need to make corrections Press either ‘2’ or ‘3’Edit or Delete

transaction. You will have to reprint the edit list after making corrections.

11: After edit list is correct select‘8’Post Transactions.

12: Press ‘Y’ and ‘ENTER’.

13: When you see Post Complete press Enter.

NOTE: You can also access the Transaction menu from 1. ‘Enter

Transactions’ on the Import Menu.

HOWTO REPRINTAN ORDER

1: From any POSTicket Entry Main Menu’, select either ‘6’ Review/Edit

Ticket, or ‘8’ SearchTicket File and find the ticket to be reprinted.

2: When the ticket appears on the screen press F10

3: Press F3, F4, F5, Print Work Ticket, Enclosure Card and Delivery Tag.

4: Enter Your Initials

5: Press ENTER.

SEARCHING FOR ORDERS

If you know the ticket number you can press ‘6’ Review/Edit Ticket’ and enter the ticket number.(see instructions above)

If you do not know the ticket number, you can search for a ticket by a variety of information. To do this, select‘8’ Search Ticket File from the POS menu. Enter the search criteria and press F10 to begin search.

After pressing F10 a list of all tickets that matched your search criteria will appear. To select a ticket, enter the corresponding number on the left-hand side of the screen.

HINT: When searching for a ticket, do not give the program too much

information to try and match. Tickets have to match exactly to

satisfy search

HINT:When searching by ‘recipient name’ remember if the last word

onthe name line is FAMILY or SERVICE the computer will see

it as the recipient last name. (see ‘SEARCHING FOR

ORDERS’ for more information on this topic)

PRINTING SALES REPORTS

1: Select the ‘Admin Menu’by pressing ‘ALT-F2’

2: Select‘3’ Daisy’

3: Select‘5’ Sales Analysis’

[RKF3]

4: Select report to be run. ‘1’ for ‘Sales, Collection & Income’, ‘2’ for ‘Sales

Tax’.

5: Enter beginning and ending date for report.

6: When report appears on the screen, select‘P’ if you want to print the report.

PRICE DEFAULTS

The CASHDRAWERprogram has the ability to allow you to setup special price defaults for various items with fixed prices such as mylar balloons or graduated prices such as vased roses.

1: From the DRAWERmain menu, select option ‘D’ Daily Functions

2: Select‘2’PLU Price Maintenance. You will then be prompted to enter a

merchandise code.

3: Let’s say that mylar balloons are always 3.50 and their merchandise code is

82.

4: Enter ’82’ and press ENTER

5: At the top right of your screen you will see the description “Mylar

Balloons” Now press ‘1’ and ‘ENTER’ and your cursor will jump to the top of

the screen under ‘Minimum Count’

6: Enter ’1’, press ENTER and then type‘3.50’and pressENTER

7: Press ENTER until you are asked for the next item code.

GRADUATED PRICING

Some items that a florist sells are priced based on quantity. This would be easy if each item was the same price. Take roses for example. One rose in a vase might be 10.00. Two roses in a vase will not be 20.00, it will be 12.50. So how do we tell the computer to calculate the price correctly? The following steps will illustrate how this is accomplished.

1: From the PLU screen enter the code for ROSES ARRANGED

2: Select ‘1’and enter Min Cut ‘1’ and Price Each ‘10.00’

3: Next enter the price for 2 thru 12 roses. To calculate this we will use simple

division.

Example: 12.00/2 = 6.00

14.00/3 = 4.6666

16.00/4 = 4.00

18.00/5 = 3.60

20.00/6 = 3.3333

Enter these values in fields 2 thru 6 in on the PLU screen.

WARNING: You must continue pressing <ENTER> until you

return to the DAILY FUNCTION MENU. This is the

only way forthese changes to save!

WARNING: Don’t forget to change the minimum price if a customers

wants a higher value arrangement.

Items such as Mixed Arrangements, Cuts, Green Plants, etc. can be entered as a “Min Cut” of 1 @ the absolute minimum price. For example, a mixed arrangement could have the minimum price of $35.00. This helps when new employees are entering POS tickets as on-screen guidelines come up showing the minimum suggested price.

AUTOCHARGE vs. PAYMENT METHOD 1-7 CRD SALE

With the Daisy System there are two ways to enter a credit card sale in the POS program. The first is to simply use how paid 1-7 MasterCard, Visa, etc. With this method two important things are not happening. The first is the customer information is not being saved and the second is the customers purchase habits are not being recorded. By using the autocharge feature a florist can build their database and provide better customer service by saving their credit card customers’ information. The florist will be able to utilize the Alt-R function as well with autocharge customers to view their recipient list.

The autocharge method of payment sets up an account for credit card customers. It is the same as a house charge account but the system bills the credit card that the customer has on file, instead of sending the customer a statement at the end of the month.

To use the autocharge feature simple use payment method ‘W’-New Auto Charge on new credit card customers, or ‘A’ - Autocharge. The next question is how to find these customers the next time they order? If you follow a few simple steps in the order taking process, you will be able to locate the customers quickly. First when setting up an autocharge customer (or any customer) try and get 2 phone numbers for their account. Tell the customer that the next time they order to give you that phone number and you can find their information quickly. Make sure all employees get in the habit of asking for the customer’sphone number. This allows you to easily search and find a customer’s account whether they are a house charge or autocharge account. If the customer phone number is not found, this is most likely a new customer.

Ryan says: “The following section illustrates one method of billing your customers. It will produce a full page invoice on blank white paper for each order during the selected date range. Following Mark’s instructions I will include my preferred method of billing. Both are correct and acceptable; you the user have to decide which is more appropriate for your business.”

PRINTING DAILY, WEEKLY & CREDIT CARD INVOICES

With the Daisy system it is very easy to print daily and weekly invoices. Why would a florist want to do this? First it will improve cash flow. The faster you can get an invoice in a customers hand the faster you will get paid for it. Second it will help to build a better relationship with your customer. By sending your credit card customers an invoice of their purchase it will let the customer know that their flower order is in good hands.

How do you make the DAISY SYSTEM automatically print these invoices? Following the next few simple steps will allow you gain all the benefits of this great feature.

1: Select ALT-F2to get to the ADMIN MENU

2: Select ‘4’ Marketing

3: Select ‘1’ Marketpro Main Menuand your screen should look like the

following

4: Select ‘3’ Data Export

5: Select ‘L’ Load From List Manager

6: Select‘60’ Weekly Invoices or ‘59’Credit Card Invoices

7: Select ‘8’ Export Data

8: Put in the date range for the invoices to be printed.

NOTE: For order date you must insert an ‘O’ in front of the date

(FORMAT = O01/01/01 THRU O01/01/01

9: Press enter and the file will be created

10: Exit out to the Admin Menu

11: Select ‘1’ Invoice Menu

12: Select either ‘4’ or ‘5’ for the Weekly or Credit Card Invoices

Billing – Ryan’s Way: Sending Interim Statements

Benefits of Interim Statements vs. Invoices

1)Interim Statements are printed on your statement forms, and therefore are much more appealing and professional in appearance.

2)Several purchases can be listed on one interim statement, reducing paper use. This is especially beneficial for high-volume customers.

3)The interim statements still contain all the necessary information for the customer to pay their bill, without printing the full detailed item description.

4)Interim statements are perforated for easy payment. The customer keeps the middle section, and returns the top portion with payment. If you like, a coupon or satisfaction survey can be printed on the bottom panel.

Note: Customers who pay by credit card can be set to receive an automatic statement at month end. Update the customer’s account, and change the Message Code to “2 – Statement for zero balance.” They will receive a statement at month end showing the purchase and payment by credit card.

Printing Interim Statements (After Importing)

1)From the Admin menu choose 3 – Daisy

2)From the Daisy Main Menu choose 8 – Customer File List

3)Choose option 7 – Print Interim Statements

4)The Statement Message Setup allows you to enter a custom message to print on the statements. You can set a message for Current, 30 Day, 60 Day and 90 Day Balance customers. When you are happy with the messages as they are displayed on the screen, press ENTER until you reach the bottom of the screen and are prompted to “Enter Field To Change (0 To Continue).” Press ENTER to continue to the next page.

5)You are now in the Print Interim Statements For A Group Of Accounts menu. In the first field, Purchases Since, enter the first date for your most recently imported sales. Press ENTER.
Example: If you have imported for Jan 15, 16, 17 of 2003 you would enter 01/15/03.

6)For Payment Due Date you can press ENTER to have the statements print as due ON RECEIPTor you can enter a due date (usually 30 days forward from the purchase date). Press ENTER after typing in the date.

7)Choose 4 – Statement Format and press ENTER.

8)Choose I to print only purchases on the statements. Press ENTER twice.

9)Press ENTER twice to choose the default options of the first and last alphabetical accounts – this will print statements for all accounts with unpaid purchases since the Purchases Since date.

10)When you have put the statements in the top shelf of the printer, choose P and press ENTER.

11)When your statements have finished printing, return the blank paper to the printer tray.

KEYBOARD SHORTCUTS

F1- HELP - Displays Merchandise Codes, Days of the Week, How Paid Codes and help in wire service directory.
Shift F1- brings up a listing of your (Macros). Example: typing hb and then

pressing F1 expands it to Happy Birthday.

CTRL-S allows you to suspend a ticket and return to it later.

WARNING: This is dangerous, if ticket is deleted it cannot be

retrieved.

R- From the main menu allows you to return to the suspended POS ticket.
CTRL-F pops up your wire service menu to allow you to select a florist to be used for a wire out.

When in the wire service directory

D stands for Dove
F stands for Mercury Free transmission order
* stands for fax.
CTRL-U – Update an account
CTRL-Q – Query and account
CTRL–R – Recipient List
CTRL-B – Hospital, Funeral Home Lookup
CTRL-N – Notes
F9 Allows you to query a customer’s account
F11 Suspends a ticket
F10 Saves a Ticket
Typing SAME in the name field of F3 will copy the contents of F7 to F3.

TIPSFOR POS TICKET ENTRY

To make order entries faster always start the order in F7!!!!

To do this, most shops will need to retrain their employees on how to take an order. This is because is it not always polite to ask a customer how they plan to pay before taking the order. To overcome this, follow these simple steps.