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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 B

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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