Credit Card Process

Yahoo Archive
1
Could have whoever processes the CC transactions check a box on the order as something like "CC Processed". Those checked records show up on a dashboard, that then come off when an order is marked as shipped and consequently closed?



Joshua Giese

CTO

920.437.6400 Ext. 337

Site ID: 27450-E905700B2-SQL64

----- Original Message -----

From: "neverunmacron" <neverunmacron@...>
To: vantage@yahoogroups.com
Sent: Tuesday, April 2, 2013 3:05:17 PM
Subject: [Vantage] Re: Credit Card Process



Thank you Cathy and Dan!

Cathy- I now see i dont have to mark an order ship to get the freight. Its just the way a BPM was setup.

Dan - I am setting up a similar process to what you described below. the only item is how do you communicate to Warehouse once the CC has gone through to go ahead and close the order? Verbally? email? systematically?

THANK YOU SO MUCH!!! Your input has put me on the right direction and will post my final process for others to see if they ever need the same guidance.

Jose

--- In vantage@yahoogroups.com , "Dan Sirow" <dansirow@...> wrote:
>
>
>
>
> With BPM and Customization we have a similar system to control this process.
>
> First we have a terms code for Credit Card.
> We added on the Sales Order Entry Screen 2 fields, one with the authorization code returned after a successful credit card transaction and a check box that indicates the credit card was processed.
>
> Then in Customer Shipment Entry, when we Freight through Insite, there is a BPM popup message with the inportant information including a calculation of what the invoice amount will be. They then do a screen print and un-freight and hold the package on the side. (Customer service office is very near the freighting workstation). After customer service process the credit card, they enter the authorization code (incase we need it later) and check off that the card is processed.
>
> Then we freight the package again, but there is not popup from the BPM because the sales order header is marked that the credit card was processed.
>
> This is not a perfect system, but it gives us control over the process.
>
> I hope this helps, if you want more details contact me directly.
>
> --- In vantage@yahoogroups.com , "Cathy" <cathy@> wrote:
> >
> > With Insite Manifest, you don't need to check the shipped box on the
> > packslip to have Insite calculate the shipping charges. All you need to do
> > is Close and Freight the Packslip to have Insite calculate the shipping
> > charges.
> >
> >
> >
> > It should add a miscellaneous charge to the packslip.
> >
> >
> >
> > I am not sure what internal controls you have but, we make a copy of the
> > packslip and staple the credit card transaction to this copy.
> >
> >
> >
> > We modified the packslip screen so the person shipping can verify the amount
> > of the shipment in the list view for Shipment lines in the Summary screen.
> >
> >
> >
> > We should will going live with Credit cards sometime this year. It will
> > help reduce the paperwork.
> >
> >
> >
> > I am sure there are many ways to do this process.
> >
> >
> >
> > From: vantage@yahoogroups.com [mailto: vantage@yahoogroups.com ] On Behalf Of
> > neverunmacron
> > Sent: Tuesday, April 02, 2013 9:21 AM
> > To: vantage@yahoogroups.com
> > Subject: [Vantage] Re: Credit Card Process
> >
> >
> >
> >
> >
> > anyone?
> >
> > Thanks
> > Jose
> >
> > --- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ,
> > "neverunmacron" <neverunmacron@> wrote:
> > >
> > > Good Morning,
> > >
> > > We have credit card process which is charge outside the Vantage 8.03.409C.
> > So we have CC customers, they place an order, it goes through order entry
> > into Warehouse and warehouse picks it and ships it. i have modified the
> > packing slip to say CC order so warehouse knows to hold on to the package
> > after they mark it ship. Once the order gets marked shipped, one of the
> > customer service reps gets an email with how much to charge the cc, we have
> > to ship it to calculate freight. Once the Customer rep charges the card and
> > it goes through, the rep tells whse to actually release.
> > >
> > > This process has a lot of room for error and now that we are shipping CC
> > from 2 different location (with time zone differences) this is inefficient
> > and probe to a lot of human error. We charge the CC through an outside
> > Merchant out side vantage.
> > >
> > > the problem is we need to make sure the charge goes through before it
> > leaves our facility, and in order to get the freight cost, it needs to be
> > shipped, (we have insite manifest to calculate shipping)
> > >
> > > Any ideas? thank you
> > > Jose
> > >
> >
> >
> >
> >
> >
> > [Non-text portions of this message have been removed]
> >
>





[Non-text portions of this message have been removed]
2
Good Morning,

We have credit card process which is charge outside the Vantage 8.03.409C. So we have CC customers, they place an order, it goes through order entry into Warehouse and warehouse picks it and ships it. i have modified the packing slip to say CC order so warehouse knows to hold on to the package after they mark it ship. Once the order gets marked shipped, one of the customer service reps gets an email with how much to charge the cc, we have to ship it to calculate freight. Once the Customer rep charges the card and it goes through, the rep tells whse to actually release.

This process has a lot of room for error and now that we are shipping CC from 2 different location (with time zone differences) this is inefficient and probe to a lot of human error. We charge the CC through an outside Merchant out side vantage.

the problem is we need to make sure the charge goes through before it leaves our facility, and in order to get the freight cost, it needs to be shipped, (we have insite manifest to calculate shipping)

Any ideas? thank you
Jose
3
anyone?

Thanks
Jose

--- In vantage@yahoogroups.com, "neverunmacron" <neverunmacron@...> wrote:
>
> Good Morning,
>
> We have credit card process which is charge outside the Vantage 8.03.409C. So we have CC customers, they place an order, it goes through order entry into Warehouse and warehouse picks it and ships it. i have modified the packing slip to say CC order so warehouse knows to hold on to the package after they mark it ship. Once the order gets marked shipped, one of the customer service reps gets an email with how much to charge the cc, we have to ship it to calculate freight. Once the Customer rep charges the card and it goes through, the rep tells whse to actually release.
>
> This process has a lot of room for error and now that we are shipping CC from 2 different location (with time zone differences) this is inefficient and probe to a lot of human error. We charge the CC through an outside Merchant out side vantage.
>
> the problem is we need to make sure the charge goes through before it leaves our facility, and in order to get the freight cost, it needs to be shipped, (we have insite manifest to calculate shipping)
>
> Any ideas? thank you
> Jose
>
4
With Insite Manifest, you don't need to check the shipped box on the
packslip to have Insite calculate the shipping charges. All you need to do
is Close and Freight the Packslip to have Insite calculate the shipping
charges.



It should add a miscellaneous charge to the packslip.



I am not sure what internal controls you have but, we make a copy of the
packslip and staple the credit card transaction to this copy.



We modified the packslip screen so the person shipping can verify the amount
of the shipment in the list view for Shipment lines in the Summary screen.



We should will going live with Credit cards sometime this year. It will
help reduce the paperwork.



I am sure there are many ways to do this process.



From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of
neverunmacron
Sent: Tuesday, April 02, 2013 9:21 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: Credit Card Process





anyone?

Thanks
Jose

--- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ,
"neverunmacron" <neverunmacron@...> wrote:
>
> Good Morning,
>
> We have credit card process which is charge outside the Vantage 8.03.409C.
So we have CC customers, they place an order, it goes through order entry
into Warehouse and warehouse picks it and ships it. i have modified the
packing slip to say CC order so warehouse knows to hold on to the package
after they mark it ship. Once the order gets marked shipped, one of the
customer service reps gets an email with how much to charge the cc, we have
to ship it to calculate freight. Once the Customer rep charges the card and
it goes through, the rep tells whse to actually release.
>
> This process has a lot of room for error and now that we are shipping CC
from 2 different location (with time zone differences) this is inefficient
and probe to a lot of human error. We charge the CC through an outside
Merchant out side vantage.
>
> the problem is we need to make sure the charge goes through before it
leaves our facility, and in order to get the freight cost, it needs to be
shipped, (we have insite manifest to calculate shipping)
>
> Any ideas? thank you
> Jose
>





[Non-text portions of this message have been removed]
5
With BPM and Customization we have a similar system to control this process.

First we have a terms code for Credit Card.
We added on the Sales Order Entry Screen 2 fields, one with the authorization code returned after a successful credit card transaction and a check box that indicates the credit card was processed.

Then in Customer Shipment Entry, when we Freight through Insite, there is a BPM popup message with the inportant information including a calculation of what the invoice amount will be. They then do a screen print and un-freight and hold the package on the side. (Customer service office is very near the freighting workstation). After customer service process the credit card, they enter the authorization code (incase we need it later) and check off that the card is processed.

Then we freight the package again, but there is not popup from the BPM because the sales order header is marked that the credit card was processed.

This is not a perfect system, but it gives us control over the process.

I hope this helps, if you want more details contact me directly.

--- In vantage@yahoogroups.com, "Cathy" <cathy@...> wrote:
>
> With Insite Manifest, you don't need to check the shipped box on the
> packslip to have Insite calculate the shipping charges. All you need to do
> is Close and Freight the Packslip to have Insite calculate the shipping
> charges.
>
>
>
> It should add a miscellaneous charge to the packslip.
>
>
>
> I am not sure what internal controls you have but, we make a copy of the
> packslip and staple the credit card transaction to this copy.
>
>
>
> We modified the packslip screen so the person shipping can verify the amount
> of the shipment in the list view for Shipment lines in the Summary screen.
>
>
>
> We should will going live with Credit cards sometime this year. It will
> help reduce the paperwork.
>
>
>
> I am sure there are many ways to do this process.
>
>
>
> From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of
> neverunmacron
> Sent: Tuesday, April 02, 2013 9:21 AM
> To: vantage@yahoogroups.com
> Subject: [Vantage] Re: Credit Card Process
>
>
>
>
>
> anyone?
>
> Thanks
> Jose
>
> --- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ,
> "neverunmacron" <neverunmacron@> wrote:
> >
> > Good Morning,
> >
> > We have credit card process which is charge outside the Vantage 8.03.409C.
> So we have CC customers, they place an order, it goes through order entry
> into Warehouse and warehouse picks it and ships it. i have modified the
> packing slip to say CC order so warehouse knows to hold on to the package
> after they mark it ship. Once the order gets marked shipped, one of the
> customer service reps gets an email with how much to charge the cc, we have
> to ship it to calculate freight. Once the Customer rep charges the card and
> it goes through, the rep tells whse to actually release.
> >
> > This process has a lot of room for error and now that we are shipping CC
> from 2 different location (with time zone differences) this is inefficient
> and probe to a lot of human error. We charge the CC through an outside
> Merchant out side vantage.
> >
> > the problem is we need to make sure the charge goes through before it
> leaves our facility, and in order to get the freight cost, it needs to be
> shipped, (we have insite manifest to calculate shipping)
> >
> > Any ideas? thank you
> > Jose
> >
>
>
>
>
>
> [Non-text portions of this message have been removed]
>
6
Thank you Cathy and Dan!

Cathy- I now see i dont have to mark an order ship to get the freight. Its just the way a BPM was setup.

Dan - I am setting up a similar process to what you described below. the only item is how do you communicate to Warehouse once the CC has gone through to go ahead and close the order? Verbally? email? systematically?

THANK YOU SO MUCH!!! Your input has put me on the right direction and will post my final process for others to see if they ever need the same guidance.

Jose

--- In vantage@yahoogroups.com, "Dan Sirow" <dansirow@...> wrote:
>
>
>
>
> With BPM and Customization we have a similar system to control this process.
>
> First we have a terms code for Credit Card.
> We added on the Sales Order Entry Screen 2 fields, one with the authorization code returned after a successful credit card transaction and a check box that indicates the credit card was processed.
>
> Then in Customer Shipment Entry, when we Freight through Insite, there is a BPM popup message with the inportant information including a calculation of what the invoice amount will be. They then do a screen print and un-freight and hold the package on the side. (Customer service office is very near the freighting workstation). After customer service process the credit card, they enter the authorization code (incase we need it later) and check off that the card is processed.
>
> Then we freight the package again, but there is not popup from the BPM because the sales order header is marked that the credit card was processed.
>
> This is not a perfect system, but it gives us control over the process.
>
> I hope this helps, if you want more details contact me directly.
>
> --- In vantage@yahoogroups.com, "Cathy" <cathy@> wrote:
> >
> > With Insite Manifest, you don't need to check the shipped box on the
> > packslip to have Insite calculate the shipping charges. All you need to do
> > is Close and Freight the Packslip to have Insite calculate the shipping
> > charges.
> >
> >
> >
> > It should add a miscellaneous charge to the packslip.
> >
> >
> >
> > I am not sure what internal controls you have but, we make a copy of the
> > packslip and staple the credit card transaction to this copy.
> >
> >
> >
> > We modified the packslip screen so the person shipping can verify the amount
> > of the shipment in the list view for Shipment lines in the Summary screen.
> >
> >
> >
> > We should will going live with Credit cards sometime this year. It will
> > help reduce the paperwork.
> >
> >
> >
> > I am sure there are many ways to do this process.
> >
> >
> >
> > From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of
> > neverunmacron
> > Sent: Tuesday, April 02, 2013 9:21 AM
> > To: vantage@yahoogroups.com
> > Subject: [Vantage] Re: Credit Card Process
> >
> >
> >
> >
> >
> > anyone?
> >
> > Thanks
> > Jose
> >
> > --- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ,
> > "neverunmacron" <neverunmacron@> wrote:
> > >
> > > Good Morning,
> > >
> > > We have credit card process which is charge outside the Vantage 8.03.409C.
> > So we have CC customers, they place an order, it goes through order entry
> > into Warehouse and warehouse picks it and ships it. i have modified the
> > packing slip to say CC order so warehouse knows to hold on to the package
> > after they mark it ship. Once the order gets marked shipped, one of the
> > customer service reps gets an email with how much to charge the cc, we have
> > to ship it to calculate freight. Once the Customer rep charges the card and
> > it goes through, the rep tells whse to actually release.
> > >
> > > This process has a lot of room for error and now that we are shipping CC
> > from 2 different location (with time zone differences) this is inefficient
> > and probe to a lot of human error. We charge the CC through an outside
> > Merchant out side vantage.
> > >
> > > the problem is we need to make sure the charge goes through before it
> > leaves our facility, and in order to get the freight cost, it needs to be
> > shipped, (we have insite manifest to calculate shipping)
> > >
> > > Any ideas? thank you
> > > Jose
> > >
> >
> >
> >
> >
> >
> > [Non-text portions of this message have been removed]
> >
>