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. People with low security removing the status on the actual account.
2. 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

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 & 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 Acc Status was numbered '6' in the Security and Mask heading screen earlier).
  • Set the Security Column to '0'.

See Also

• Setting up an Account status

Feedback

Thank you for using our Knowledge Base, we value your feedback. Did you find this article useful? 'Yes' or 'No'

Keywords AND Misspellings

Customer, Status, Security, On Stop