I have some suggestions for changes to the order processing forms. I am introducing a user that is not an experienced computer operator, although they have used Quicken Invoice for some time.
Most orders are Credit card sent through SSL and card details are processed as "Customer not Present".
1. Include a "ship all" button on the line item form (not everone is familiar with the use of <shift> key to select the full list)
2. Add a "Payment received" button to the front page of the payment form, like the View Payments | New Entry button.
3. Layout the form tags from left to right in the same order the order is processed. i.e. Print pick list (packing list); add payment details, ship line items; Print invoice.
4. Is it possible to print the card details and payment total, as the card terminal is not on the same desk as the PC handling order processing. We have to copy this down by hand, then shred the notes after payment is completed.
Stephen
Most orders are Credit card sent through SSL and card details are processed as "Customer not Present".
1. Include a "ship all" button on the line item form (not everone is familiar with the use of <shift> key to select the full list)
2. Add a "Payment received" button to the front page of the payment form, like the View Payments | New Entry button.
3. Layout the form tags from left to right in the same order the order is processed. i.e. Print pick list (packing list); add payment details, ship line items; Print invoice.
4. Is it possible to print the card details and payment total, as the card terminal is not on the same desk as the PC handling order processing. We have to copy this down by hand, then shred the notes after payment is completed.
Stephen
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