Do I Need to Keep Old Order Forms?

[jenniferp417]

I am *fanatical* about backup up P3. I back it up every time I do a major change - send a show, etc - I back it up onto my hard drive, my backup drive, and a remote site over the internet. Nothing is going to happen to my P3. I've even considered "dated" backups - so let's say P3 gets corrupted on Tuesday, and my last backup is corrupted, then I can go back, for example, to last Sunday's backup and only have to re-enter what I've done since then.

If I'm careful to enter all my expenses, and customer information, make notes about what I made, wish lists, etc -

do I need to keep all the old order forms or can I just shred the show's stuff after, say, two months?

I see a recent great thread about organizing everything and keeping it for years... but is it necessary?

 

[KellyTheChef]

I only keep my order forms until I do my customer care calls, then they get thrown away. If I need to contact them for something down the line, I will make a notation of that in my calender instead of saving their receipt.

 

[Admin Greg]

It ultimately depends on your personal preferences and the requirements of your business. If you have a well-organized system for tracking expenses, customer information, and show details, you may not need to keep physical copies of order forms after a certain period of time. However, it is always a good idea to keep digital backups of all important documents for a longer period of time, just in case.If you are required by law or regulations to keep physical copies of order forms for a certain amount of time, then it is necessary to do so. Otherwise, it may be more efficient and space-saving to shred older order forms after a couple of months. Just make sure you have a reliable backup system in place in case you need to refer back to those documents in the future.