How do I put a customer on stop?
From Catalyst
Revision as of 15:52, 13 March 2009 by Robert Hearn (talk | contribs)
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:
- To stop people with low security removing the status on the actual account.
- 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", you will need to:
- Go to "Reports & Parameters" -> "Maintenance Options" -> "System Administrator".
- A prompt will appear asking "Other users are in this copy of the software. Do You still want to enter this option?" click [Yes].
- Go to "Security & Print Configuration".
- Find the 'SXPST' 'Stock Control' heading in the list.
- Set the mask heading to '6' (working on the basis that Stock Control was numbered '6' in the Security and Mask heading screen earlier).
- Set the Security Column to '0'.
