The Woodworker
12th April 2006, 11:34 PM
Being ever conscious of security we try not to keep a printed record of CC details after they have been processed / approved, this leads to looking at the layout format of the 'Order Report', 2 things would make for easier / more secure business practices.
1/ If the layout was shuffled around so that the CC details 'Payment Method' subheading were at the top of the page, they could be simply cut off and shredded once the CC was processed. The Order Number would need to be repeated underneath the 'cut line'.
2/ Including a prompt line to be filled in.... Authorisation Code / $ Charged / Date, would also be of use in recording the details of manually processed transactions. This ideally would be at the top of the 'retained' part of the Order Report.
I know we all should be heading towards the paperless office, but until we get a decent CRM facility filing Order Reports manually is our only option.
Regards
Grahame
1/ If the layout was shuffled around so that the CC details 'Payment Method' subheading were at the top of the page, they could be simply cut off and shredded once the CC was processed. The Order Number would need to be repeated underneath the 'cut line'.
2/ Including a prompt line to be filled in.... Authorisation Code / $ Charged / Date, would also be of use in recording the details of manually processed transactions. This ideally would be at the top of the 'retained' part of the Order Report.
I know we all should be heading towards the paperless office, but until we get a decent CRM facility filing Order Reports manually is our only option.
Regards
Grahame