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Case
Study
Health
Alert Immune Systems
A Few Screen
Shots of the Workflow Solution...
PROCESS
ONE
Created a Customer Orders Form that searches for
a customer by last name or zip... then the user
hits the F7 Key to open an orders form to begin
filling out the details of a new order for the selected
customer...
Also developed
an add / edit zipcode form
PROCESS
TWO
Created an Orders Form - With order details subform
where the user enters all the products and quantity.
Freight & sales tax charges are added to the
order automatically depending on amount and state
of purchase.
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Also fashioned
a products add / edit form allowing management to
add / edit products and product categories for group
by reports. Also added sales tax yes or no field.
PROCESS
THREE
Developed a Credit Card Charge Form - After the
user finishes the order detail he clicks on the
Charge button to bring up the charge form
- the amount of the order is automatically pre-loaded
but can be user changed - then the user only enters
card type, card#, card exp, cardholder name and
then clicks Process Credit Card button and in a
second - authorization (with authorization number)
or decline mesage appears.
PROCESS
FOUR
(Assembled an automated workflow process for when
the charge is accepted)
If the charge is accepted then:
1) The charge form
closes.
2) An invoice with customer detail / credit
card detail / order detail prints out.
3) The orders form closes and the customer
form receives the focus.
4) The invoice report also shows the
username for whodunit audits.
Download
Invoice Report Sample
Microsoft SnapShot Viewer Needed to View Report
Download
Snapshot Viewer - Simple One Minute Install
Designed
a message box that is hard to miss if the charge
is declined - a red form pops up to clearly notify
the user that the sale did not take place (no
invoice is printed). The charge form auto closes.
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PROCESS
FIVE
Designed the workflow process so that if a void
/ chargeback / refund needs to be made the user
clicks on the Refund button seen in process
two and up pops a payments screen showing all
the charged payments for this specific order only
and listed by date made. By double clicking a
specific payment amount -up pops the Refund form
with the all refund info pre-loaded...
PROCESS
SIX
We created the Chargeback / Refund / Credit form
to have the payment information reloaded for a
Void refund (pre batch) from the payments table
(includes transaction batch status) and if the
charge has been batched then after the Process
Credit Card Refund button is clicked another form
opens to request the full credit card number which
is needed for a full chargeback credit action...
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PROCESS
SEVEN
This
is the input form to request the full credit card
number which is necessary for post batch transaction
refund credits...
PROCESS
EIGHT
Again,
if for some reason the chargeback refund process
fails to complete the user is first notified with
a simple message box - we also added this so the
user would clearly understand the refund failed.
PROCESS
NINE
Developed
a form and workflow process to batch out all the
last transactions since the last batch...
When
all the charging is done its time to batch out
all tranactions and run the Batch Report. The
manager just clicks the inquire button
which requests the transaction information from
the credit card processing company and if there
are any tranasactions to batch it shows how many
transactions in the count textbox, how many batches
in the batches textbox and what the $ balance
is - sales and credits. If the count is more than
one and the balance is greater than $0.00 the
settle button is enabled and when clicked
all transactions will be automatically batched...
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Created
a Batch Report Selection Form
Batch
Report Selection Form Showing All Batches - Select
a Batch # to Open / Preview / Print
PROCESS TEN
We constructred
the charge and refund process to add all transactions
info into a payments table for auditing purposes
(includes the username login handle). The transaction
information with username is also added to the
daily batch report where all sales / credits are
grouped by username with a last page grand total
breakdown by credit card type (Amex, Visa, MC,
etc) and action type (charges, voids, refunds).
Sample below...
Download
Batch Report Sample
Microsoft SnapShot Viewer Needed to View Report
Download
Snapshot Viewer - Simple One Minute Install
...and
dat is dat...
If you have the Vison - We have the Code
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