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.