Capturing information.
WHAT TO CAPTURE
Name Phone number What they want Delivery address, if applicable When they need it How they will pay
WHY THE NUMBER
Even if it displayed. You will need it and displayed numbers are lost.
WHAT TO CONFIRM BACK
Repeat the order and the total.
That catches misunderstandings while they are still on the line.
WHAT TO DO AFTERWARDS
Send a written confirmation by message.
That gives both parties a record.
WHY THAT MATTERS
Phone orders produce disputes about what was agreed.
A confirmation message resolves them.
WHAT TO RECORD
The order, in your system.
Not only on paper or in memory.
FOR PAYMENT
Explain how and when.
Confirm receipt before dispatch.
WHAT TO AVOID
Taking a complex order verbally with no confirmation Relying on memory Card details over the phone
THAT LAST ONE
Do not take card numbers by phone. Use a payment link.
