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ReportA brief explanation, we currently are selling product via a website, the transactions are currently manually entered into GP in summary format (multiple transactions as one GP sales order) on a daily basis and being cleared as Paid as part of the process, These should be tying out to our Credit Card Batches for the day (not always done that way). I am looking for more efficient ways of processing these transactions within GP.
Our process to reconcile the Payments to the Bank transactions has been tedious at best as the amount that have been clearing the bank haven't always tied out the Sales Order (this is most likely a process issue) but when we have issues with orders during the day, those orders are sometimes "held" from teh daily transactions and entered as their own transactions at a later date.
When we originally went live I wanted to create a customer and then EDI or IM (via a csv) into our GP system with separate ship to addresses and this was originally shot down stating that the online store will capture all the data and hold it in place for us.
Although our volume is fairly low at this point, I want like to know best practices on how to handle these transactions or what other companies are doing in these situations.
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