After they have been created in your settings you can assign ON HOLD STATUS to a customer.
This will define what your users can and cannot do when processing an order for this Customer.
Users need to be given system permission in order to assign a On Hold Status on the Customer page
Go into the Customer Record, 'General Details' tab
On Hold Status is defaulted to "Not on hold" when creating a new Customer.
This list is pulled from your settings. For more information on how to create and On Hold Status
(Make sure you know how this status will affect this customer's orders: This has been set by you or your system admin)
In this example I am allowed to create/edit orders, but they cannot be approved and I cannot create/edit DNs, nor mark old ones as "shipped", Sales Orders can be generated but will be unapproved and cannot be approved
...I cannot create or edit Pick Tickets and Delivery Notes in the Order Tracker
...I cannot create Pick Tickets and Delivery Notes in the Allocation section
...I cannot edit an existing Delivery Note
...and I cannot mark an existing Delivery Note as shipped
ON HOLD STATUS is shown on the reports:
- SALES > CUSTOMER LIST
- SALES > FULL ORDER LIST