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| | | Author: | bb442684  | | Posted: | Jan 4, 2014 15:20 | | Subject: | Orders Received: separate payment statuses | | Viewed: | 129 times | | Topic: | Suggestions | | Status: | Open | | Vote: | [Yes|No] | |
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| Hi,
I'm really quite impressed overall with the Orders Received workflow. I can
almost do all my order tracking right here on the website.
However, one thing which I'm having difficulty with is the Payment Status
field. I would like to see it separated into two separate statuses: one for the
buyer and one for the seller.
One issue I find confusing in the user interface is that the Grand Total
column of the Orders Received page becomes boldface either when someone indicates
they have paid or when the Order Status field has been advanced to Paid,
Shipped, Received, or Completed.
In several cases so far, I have shipped packages before receiving payment (either
because I trust someone based on a very strong history of positive buyer feedback
or I know/trust them from dealings many years ago) — and so in those cases, the
boldface confuses me into thinking I've already received payment. I would
like to see the boldface applied only when I have designated that I have received
payment.
But that part is relatively minor. Here's the real problem I'm having...
In order to keep everything straight, I need some way to have a very tight checklist
that I manage where an order is not considered completed until I have received
payment. Right now, I'm maintaining that checklist manually, separate from
BrickLink, and that gets the job done. However, if the payment status field was
split into two halves (buyer, seller) then I could do it all from BrickLink,
and it would be much less error prone for me.
An example: A buyer pays using PayPal and then clicks the Payment Sent
checkbox. Naturally, I need to know when someone believes they've
paid, but I also need to know when I have verified that they have actually
paid. It's entirely possible for someone to send money to the wrong place,
or to send the wrong amount, or even to fill out the payment form but forget
to do the final step of actually sending it.
Another example: A buyer is paying via personal check. They drop the check in
the mail and then come back here to BL and click the Payment Sent checkbox.
Again, I need to know that they've initiated the process of paying (so I
can look for it), but I still need to verify (separately) that I have received
payment. In the case of a personal check, this is two steps in my case: One to
verify receipt of the physical check, and one to verify successful deposit of
the check. Other people may have different workflows with three steps: One step
to verify receipt of the physical check, another step to verify that the deposit
has been initiated, and a final step to verify that the deposit has been finalized
(i.e., the check has cleared). These days, I always deposit checks as soon as
I receive them, so I don't need the middle verification step, but in the
old days when I used to receive a lot of personal checks, I often waited a week
before taking a batch to the bank to deposit them.
Anyway, as I mentioned, I'm doing all of this extra verification separately
from BrickLink right now and it's working ok for me... But as the number
of orders on my screen continues to climb (29 now, of which 19 are shipped),
it becomes increasingly challenging to keep everything straight.
So with that background, here is my actual proposal...
Currently, the Payment Status field has two possible values: “Not Yet
Paid” and “Paid.” I propose instead two fields, with values as follows:
1) Payment Sent — with possible values “Not Yet” and “Yes”
(or equivalently just a checkbox, as it is now) — only editable by buyer
2) Payment Received — with possible values “Not Yet”, “Yes (Pending)”,
and “Yes (Verified)” — only editable by seller
Alternatively, I would propose:
1) Payment Sent — with checkbox (i.e., yes/no) — only editable by buyer
2) Payment Received — with checkbox (i.e., yes/no) — only editable by
seller
3) Payment Note — text-edit field for seller to add notes like “Pending
deposit confirmation” or “Underpaid by $2.35” or “Overpaid by $0.65, need to
send refund”
A key aspect of this to me is that the received field not be editable
by the buyer and that the sent field not be editable by the seller.
I don't know if it's feasible to add this now, or if this would be a
suggestion for BL 2.0... but having this would really make things super extra
streamlined for me, and I think helpful for many others as well!
Thanks for consideration,
--Todd
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| | | | | Author: | therobo | | Posted: | Jan 4, 2014 15:26 | | Subject: | Re: Orders Received: separate payment statuses | | Viewed: | 37 times | | Topic: | Suggestions | |
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| In Suggestions, fibblesnork writes:
| | Hi,
I'm really quite impressed overall with the Orders Received workflow. I can
almost do all my order tracking right here on the website.
However, one thing which I'm having difficulty with is the Payment Status
field. I would like to see it separated into two separate statuses: one for the
buyer and one for the seller.
One issue I find confusing in the user interface is that the Grand Total
column of the Orders Received page becomes boldface either when someone indicates
they have paid or when the Order Status field has been advanced to Paid,
Shipped, Received, or Completed.
In several cases so far, I have shipped packages before receiving payment (either
because I trust someone based on a very strong history of positive buyer feedback
or I know/trust them from dealings many years ago) — and so in those cases, the
boldface confuses me into thinking I've already received payment. I would
like to see the boldface applied only when I have designated that I have received
payment.
But that part is relatively minor. Here's the real problem I'm having...
In order to keep everything straight, I need some way to have a very tight checklist
that I manage where an order is not considered completed until I have received
payment. Right now, I'm maintaining that checklist manually, separate from
BrickLink, and that gets the job done. However, if the payment status field was
split into two halves (buyer, seller) then I could do it all from BrickLink,
and it would be much less error prone for me.
An example: A buyer pays using PayPal and then clicks the Payment Sent
checkbox. Naturally, I need to know when someone believes they've
paid, but I also need to know when I have verified that they have actually
paid. It's entirely possible for someone to send money to the wrong place,
or to send the wrong amount, or even to fill out the payment form but forget
to do the final step of actually sending it.
Another example: A buyer is paying via personal check. They drop the check in
the mail and then come back here to BL and click the Payment Sent checkbox.
Again, I need to know that they've initiated the process of paying (so I
can look for it), but I still need to verify (separately) that I have received
payment. In the case of a personal check, this is two steps in my case: One to
verify receipt of the physical check, and one to verify successful deposit of
the check. Other people may have different workflows with three steps: One step
to verify receipt of the physical check, another step to verify that the deposit
has been initiated, and a final step to verify that the deposit has been finalized
(i.e., the check has cleared). These days, I always deposit checks as soon as
I receive them, so I don't need the middle verification step, but in the
old days when I used to receive a lot of personal checks, I often waited a week
before taking a batch to the bank to deposit them.
Anyway, as I mentioned, I'm doing all of this extra verification separately
from BrickLink right now and it's working ok for me... But as the number
of orders on my screen continues to climb (29 now, of which 19 are shipped),
it becomes increasingly challenging to keep everything straight.
So with that background, here is my actual proposal...
Currently, the Payment Status field has two possible values: “Not Yet
Paid” and “Paid.” I propose instead two fields, with values as follows:
1) Payment Sent — with possible values “Not Yet” and “Yes”
(or equivalently just a checkbox, as it is now) — only editable by buyer
2) Payment Received — with possible values “Not Yet”, “Yes (Pending)”,
and “Yes (Verified)” — only editable by seller
Alternatively, I would propose:
1) Payment Sent — with checkbox (i.e., yes/no) — only editable by buyer
2) Payment Received — with checkbox (i.e., yes/no) — only editable by
seller
3) Payment Note — text-edit field for seller to add notes like “Pending
deposit confirmation” or “Underpaid by $2.35” or “Overpaid by $0.65, need to
send refund”
A key aspect of this to me is that the received field not be editable
by the buyer and that the sent field not be editable by the seller.
I don't know if it's feasible to add this now, or if this would be a
suggestion for BL 2.0... but having this would really make things super extra
streamlined for me, and I think helpful for many others as well!
Thanks for consideration,
--Todd
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Have you tried to separate order status in order status and payment status?
http://www.bricklink.com/help.asp?helpID=121
Ronald
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| | | | | | | Author: | bb442684 | | Posted: | Jan 4, 2014 16:01 | | Subject: | Re: Orders Received: separate payment statuses | | Viewed: | 34 times | | Topic: | Suggestions | |
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| In Suggestions, therobo writes:
Well I'll be stuffed! Thank you, Ronald!!!!!!!!!!!!
I see a checkbox “Separate order payment status from order status” here:
http://www.bricklink.com/orderSettings.asp
OOH, and the payment status field has much more than I could ever even have imagined!
— None, Sent, Received, Clearning, Bounced,
and Completed.
That is wayyyy better than what I was suggesting. Cool.
By the way, if the buyer changes the payment status from None to Sent,
am I correct in assuming that if I then change the status to Received,
Clearing, or Bounced, the buyer is physically prohibited from changing
the status to Completed? In other words, the buyer is only permitted to
change the payment status from None to Sent (or undo that), yes?
--Todd
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| | | | | | | | | Author: | paulvdb | | Posted: | Jan 4, 2014 16:45 | | Subject: | Re: Orders Received: separate payment statuses | | Viewed: | 29 times | | Topic: | Suggestions | |
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| In Suggestions, fibblesnork writes:
| |
By the way, if the buyer changes the payment status from None to Sent,
am I correct in assuming that if I then change the status to Received,
Clearing, or Bounced, the buyer is physically prohibited from changing
the status to Completed? In other words, the buyer is only permitted to
change the payment status from None to Sent (or undo that), yes?
--Todd
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The buyer only gets a checkbox on their orders placed page. When they check the
checkbox the payment status on the seller's screen is changed from none
to sent. All other payment statuses are only available to the seller.
When you set the payment status to completed the buyer's checkbox
is changed to a solid green square and they can no longer change the payment
status. Not sure what happen's on the buyer's side when you set to received,
clearing or bounced. I never use those statuses.
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| | | | | | | | | | | Author: | bb442684 | | Posted: | Jan 4, 2014 16:50 | | Subject: | Re: Orders Received: separate payment statuses | | Viewed: | 30 times | | Topic: | Suggestions | |
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| In Suggestions, paulvdb writes:
| | The buyer only gets a checkbox on their orders placed page. When they check the
checkbox the payment status on the seller's screen is changed from none
to sent. All other payment statuses are only available to the seller.
When you set the payment status to completed the buyer's checkbox
is changed to a solid green square and they can no longer change the payment
status. Not sure what happen's on the buyer's side when you set to received,
clearing or bounced. I never use those statuses.
|
Brilliant. Perfect. I couldn't ask for more. And best part, it's already
there.
I love it how well thought out BrickLink is. It seems like there are
configuration options for everything.
--Todd
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| | | | | | | | | | | | | Author: | therobo | | Posted: | Jan 4, 2014 17:21 | | Subject: | Re: Orders Received: separate payment statuses | | Viewed: | 33 times | | Topic: | Suggestions | |
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| In Suggestions, fibblesnork writes:
| | I love it how well thought out BrickLink is. It seems like there are
configuration options for everything.
--Todd
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Yeah, the BrickLink community worked hard on getting things implemented back
in the good old times when we were heard.
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| | | | | Author: | BLUSER_424058 | | Posted: | Jan 4, 2014 16:49 | | Subject: | (Cancelled) | | Viewed: | 32 times | | Topic: | Suggestions | |
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| | (Cancelled) |
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| | | | | | | Author: | bb314137 | | Posted: | Jan 4, 2014 16:53 | | Subject: | Re: Orders Received: separate payment statuses | | Viewed: | 34 times | | Topic: | Suggestions | |
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| In Suggestions, Inventrious writes:
| | Just a tip, but when people place orders, don't send them until they pay.
One day you'll probably learn the hard way if you send it before they pay,
and that's some money down the drain.
|
I do send small orders sometimes before they pay or if they sent the payment
through IBAN, good feedback, etc. ButI tend to never keep it as a secret so people
don't abuse.
Oh, did I just say that? 
And I already got "burned" once.
http://www.bricklink.com/message.asp?ID=777349
Honest people won't pay the price of one unfortunate transaction (buyer was
probably honest too).
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| | | | | | | | | Author: | BLUSER_424058 | | Posted: | Jan 4, 2014 17:00 | | Subject: | (Cancelled) | | Viewed: | 22 times | | Topic: | Suggestions | |
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| | (Cancelled) |
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| | | | | | | | | Author: | bb314137 | | Posted: | Jan 4, 2014 17:05 | | Subject: | Re: Orders Received: separate payment statuses | | Viewed: | 28 times | | Topic: | Suggestions | |
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| In Suggestions, Brick_Top writes:
| | In Suggestions, Inventrious writes:
| | Just a tip, but when people place orders, don't send them until they pay.
One day you'll probably learn the hard way if you send it before they pay,
and that's some money down the drain.
|
I do send small orders sometimes before they pay or if they sent the payment
through IBAN, good feedback, etc. ButI tend to never keep it as a secret so people
don't abuse.
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Too many things on my mind.
But I tend to keep it as a secret so people don't abuse.
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| | | | | | | Author: | bb442684 | | Posted: | Jan 4, 2014 17:05 | | Subject: | Re: Orders Received: separate payment statuses | | Viewed: | 30 times | | Topic: | Suggestions | |
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| In Suggestions, Inventrious writes:
| | Just a tip, but when people place orders, don't send them until they pay.
One day you'll probably learn the hard way if you send it before they pay,
and that's some money down the drain.
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Thanks. Excellent advice of course. But I'm totally ok with taking that risk
when the buyer is a close personal friend (1 case) or an old LEGO friend that
I've known for 10-20 years (4 cases) or someone with hundreds of positive
feedback as a buyer and zero negative feedback (3 or 4 cases). In all my years
of shipping packages I think I was only burned once by shipping prior to receiving
payment, and that was someone I hadn't sold to before (some items in a parts
auction that they most likely ran up the price on too high for their own admission).
It was something like $7 in small parts with $2 shipping and I just wanted it
out of my work area.
On the flip side, I've had probably on average about 5% of buyers turn out
to be deadbeats back before BrickLink. In those cases, I simply rolled their
auction winnings over into the next auction to resell to someone else when they
didn't pay. (And of course they were barred from participating again in the
future unless they prepaid before placing bids, in which case I was perfectly
willing to have them back because it was a guaranteed no-loss situation for me.)
Anyway, ya, good advice in general! It's always a risk to some degree when
you ship before receiving payment. Even if you fully trust someone, they could
get hit by a bus and then you'll never see the money. (Although I remember
back when Raymond Flournoy passed away in 1988(?), his family contacted me a
few weeks later and paid for the items he'd purchased, and the donated them
to a children's shelter or a library (I forget the exact details) because
that's what they were doing with his entire LEGO collection).
--Todd
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USA, Minnesota
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