Hello & happy new year
Q: Is there a way of putting a customer a/c on stop that will
block new sales invoices from being raised ?
The pop-up warning that an a/c is on hold is quite easy to miss or ignore
and is not a very effective way of stopping a new order going out
any ideas ?
Thanks
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Need integration?
- - - - - - - - - - - - - - - - - - with your shipping system - website - invoicing system - crm - cms - manufacturing - order import - back to back orders..
Need a report?
- - - - - - - - - - - - - - - - - - Excel reporting that pulls data from Sage - custom layouts - layouts that change adapt to your brands and/or for drop shipping.
Want web hosting?
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credit control - accounts on stop
- brucedenney
- Site Admin
- Posts: 4664
- Joined: 28 Feb 2006, 09:56
- Sage Version: v30 UK/Europe/Africa
There is no way to block invoices being added.
The pop up is pretty hard to miss. Perhaps there problem is that most of the time, the pop up is inaccurate and the account is not on stop
If you want to stop orders going out there are more drastic approaches.
1/ Remove the ADDRESS or replace it with "ACCOUNT ON STOP"
2/ Renumber the customer account using a 3rd party tool.
3/ Alter the layouts to print "ACCOUNT ON STOP CAN NOT SHIP" and not print any item lines if the account is on stop.
Of all the drastic ones, 1 and 3 have the advantage that any order not yet printed but already taken will get caught. 2 has the advantage that the person taking the order will be immediately alerted, of course, people could create a new account or do all manner of things to still break the system whatever you do.
The pop up is pretty hard to miss. Perhaps there problem is that most of the time, the pop up is inaccurate and the account is not on stop
If you want to stop orders going out there are more drastic approaches.
1/ Remove the ADDRESS or replace it with "ACCOUNT ON STOP"
2/ Renumber the customer account using a 3rd party tool.
3/ Alter the layouts to print "ACCOUNT ON STOP CAN NOT SHIP" and not print any item lines if the account is on stop.
Of all the drastic ones, 1 and 3 have the advantage that any order not yet printed but already taken will get caught. 2 has the advantage that the person taking the order will be immediately alerted, of course, people could create a new account or do all manner of things to still break the system whatever you do.
For just about anything Sage :- Discount subscriptions, pay-as-you-go support, application integration, reports, layouts, linked excel spreadsheets, analysis or any other help making life with sage easier/less time consuming Contact me.
- brucedenney
- Site Admin
- Posts: 4664
- Joined: 28 Feb 2006, 09:56
- Sage Version: v30 UK/Europe/Africa
You add the text to the layout, and then use conditional properties to suppress the printing of it on "normal" orders
For just about anything Sage :- Discount subscriptions, pay-as-you-go support, application integration, reports, layouts, linked excel spreadsheets, analysis or any other help making life with sage easier/less time consuming Contact me.
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