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.
Comments: 3
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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.
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27 Jun, '25
Heather PohlTo take this a step further the credit limit should come into play as well. Marking them as Do Not Sell does prevent the sell if the settings are right and the system is synced at the scale but as I understand it the credit limit does not even pop up until after it is scaled out.