Prevent adding/reactivating orders for Do Not Sell customers and non-cash orders for Cash Only

6 votes

Add more lock-downs based on customer credit statuses to the Web Portal and Desktop app to prevent creating new orders for DNS customers and non-cash orders for Cash Only customers.

Under consideration Scale Ticketing App Web Portal Suggested by: Moderator (19 Nov, '20) • Upvoted: 10 Jul, '23 • Comments: 2

Comments: 2

23 Feb, '21
Mallory Black
Its good marking the customer Do Not Sell marks orders inactive but new orders under that customer should not be allowed. Do Not Sell would be the reason of a credit hold, so it is defeating the purpose of new orders on a customer that is on hold.
03 Mar, '22
Stephen Larson
This is a big concern for us. A customer who is on DNS is there for a reason. Allowing them to still purchase product is counter intuitive and just causes a lot of phone calls and emails after the fact.