Place company spending on hold

In Business Hub, you have the flexibility to place a company's spending on hold, preventing any contacts associated with that company from placing additional orders. This feature is useful in situations where you need to temporarily restrict spending to address payment issues. Here's a step-by-step guide on how to place a company on spending hold.

Prerequisites

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

To place company spending on hold:

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

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

   

   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 company is near or over their credit limit.

   

   Click the image to enlarge.

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

   You can also click anywhere within a company'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 Company on Spending Hold checkbox.
7. Click OK.

   Once a company is on spending hold, all contacts associated with that company will be on spending hold. The company contacts 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.

   If you create a quote or an order for a contact who is part of a company 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 contact.

   

   Click the image to enlarge.

   

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

   

   Click the image to enlarge.

   

   To take the company off the spending hold, select the company again from the Companies List, open the Edit Account Details popup, and untick the Company On Spending hold checkbox. This action will automatically release all contacts associated with the company from the spending hold.

   You cannot take company contacts off hold individually.