How do I put a customer on stop?

Summary

This article explains how to set an "Account on Stop" Status on accounts who have breached their credit terms.

As an administrator you may want to restrict two things:

1. To stop people with low security removing the status on the actual account.
2. To stop people getting into the account to sell (E.g.: entering the account on "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.

More Information

For maintenance of Account statuses 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", find the 'Stock Control' Heading 'SXPST' in the list and set the mask heading to '6' (working on the basis that Stock Control was numbered '6' in the Security and Mask heading screen earlier) and then set the Security Column to '0'.

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Keywords AND Misspellings

Customer, Status, Security, On Stop