Prevent adding/reactivating orders for Do Not Sell customers and non-cash orders for Cash Only
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 • Upvoted: 17 Nov, '22 • Comments: 2
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.
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.