Automate Global PII Redaction for Non-Channel Orders

Ensure strict

data compliance

by automatically hiding sensitive

customer data

on non-channel

sales orders

. This reduces manual intervention and guarantees compliance with

privacy rules

for orders brought into

techOMS

via

API

file imports

, or

manual entry

The new account-level

retention setting

acts as a global fallback, triggering the automated

redaction job

for sales orders lacking direct channel controls. If a

sales channel

has its own PII retention configured, that specific channel setting naturally takes priority over this account-level rule.

What's New

Global Account Control
: Define a standard retention window to safely redact
PII data
across all non-channel
sales orders
.
Automated Compliance
: The background
redaction job
automatically scrubs addresses, emails, and phone numbers after the defined period.
Multi-Source Protection
: Enforces privacy policies exclusively on orders created via
API
,
Import Orders
, or
Manual
creation.

How to Find it

Edit
the desired
Account
.
Under the
Main
tab configure the
PII retention days for non-sales channels (API, manual, and imported orders)
setting.
Press
Save
.

Resources

Learn more in our updated documentation: