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
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Upvoted: 17 Nov, '22
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Comments: 2
Comments: 2
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23 Feb, '21
Mallory BlackIts 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.
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03 Mar, '22
Stephen LarsonThis 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.