How do I put a customer on stop?
From Catalyst
Summary
This article explains how to set an "Account on Stop" Status on accounts who have breached their credit terms.
More Information
As an administrator you may want to restrict two things:
- People with low security removing the status on the actual account.
- People getting into the account to sell
Entering the account on " Stock Control Invoicing & Customer Orders". |
To do this you will need to set up an account status and its related security, and then stamp this status on the actual customer record.
You must first set up the account status see Setting up an Account status.
- If you wish to stop particular users invoicing to customers with the 'On Stop' status from " Stock Control Invoicing and Customer Orders" or " Stock Control Point of Sale", you will need to:
- Go to " Reports & Settings Maintenance Options System Administrator Platinum Settings Security & Print Configuration".
- Find the 'SXPST' 'Stock Control' heading in the list.
- Set the mask heading to '9' (working on the basis that Acc Status was numbered '9' in the Security and Mask heading screen earlier).
- Set the Security Column to '0'.
See also
- Setting up an Account status
- How do I Know if a Customer has a Balance on their Account?
- Creating a New Account Analysis Code
- How do I Find a Customer?
- Creating a New Customer/Supplier
- How do I View Customers by Account Status?