Place customer spending on hold

One essential feature of customer management is the ability to place customer spending on hold, preventing them from placing additional orders. This feature can be useful in various situations, such as managing credit limits or addressing outstanding payments. Here's a step-by-step guide on how to place customer spending on hold.

Prerequisites

• You must have Administrator and/or Sales Manager permission to use this feature.

You can place customer spending on hold individually or in bulk.

• To place customer spending on hold in bulk
• To place customer spending on hold individually

To place customer spending on hold in bulk:

1. Log into your DecoNetwork website.
2. Browse to Business Hub > Customers.
   

   The main work area shows a list of all your existing customers.

   

   Click the image to enlarge.

   
3. Tick the checkboxes of the customers you want to place on hold.
   
4. Click on Place on Spending hold in the Customer Actions list.
   

   A confirmation popup will be displayed indicating the number of customers you have selected to put on hold.

   
5. Click OK to proceed.

   A second confirmation popup will be displayed to check if you are sure you want to proceed.

   
6. Click OK.

   To take the customers off hold, select them again from the customer's List and click on Take off Spending hold in the Customer Actions list.

   If you create a quote or an order for a customer on a spending hold, a popup will be displayed to warn you that the customer is on hold. However, you will still be able to create a quote or order for the customer.

   

   Click the image to enlarge.

   

To place customer spending on hold individually:

1. Log into your DecoNetwork website.
2. Browse to Business Hub > Customers.
   

   The main work area shows a list of all your existing customers.

   

   Click the image to enlarge.

   
3. Click on the cog icon at the end of the table header row, tick the Credit Limit checkbox, and click OK.
   

   This will expose the Credit Limit column where you can check if the customer is near or over their credit limit.

   

   Click the image to enlarge.

   
4. Click View to open a customer account you want to edit.
   

   You can also click anywhere within a customer's row to load it.

5. Click on Edit Account Details next to the Account Details section heading.
   

   The Edit Account Details popup will be displayed.

   
6. Tick the Customer on Spending Hold checkbox.
7. Click OK.

   Once a customer is on spending hold, the customer will not be able to place any orders on your website. When they attempt to checkout, a message will be displayed informing the customer that they have been put on hold.

   When viewing the customer, the text "On Hold" will be displayed in the header section of the customer record to indicate that the customer has been put on hold.

   

   Click the image to enlarge.