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Customer account statuses

What options do I have regarding customer account status? How do I put a customer on hold to stop deliveries being sent?

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Written by Bogdan Branetiu
Updated today

In certain situations, companies may want to prevent sales orders being raised or going through. In situations like this statuses can be set to control customer sales. To do this:

  1. Click on Sales then click Customer Maintenance.

  2. Search the Quickbar for a customer then press CTRL + M to put in modify mode.

  3. Select the drop down menu for Status.

  4. Select from the following based on the situation:

    • Normal - No criteria or reason preventing orders to be raised by the customer.

    • On Hold - Select orders to put on hold (Specify Reason for status).

    • Stop - Sets all sales orders on hold (Specify Reason for status).

Note: If you have any integration set up with either Access products or through a 3rd-party, please check which software you have set as the Primary source for the data.

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