You can create and assign an 'On-Hold Status' for your customers. This will define what users can and cannot do when processing orders for a Customer with an active 'On-Hold Status'.
Users need to be given system access permission to create an 'On-Hold Status' list in your settings.
Select [+ Add] to create
Enter the names and the conditions of the on-hold status
Options:
- Allow New Orders - allow new orders to be created for a customer with the selected on-hold status
- Allow Approve Orders - allow orders to be approved for a customer with the selected on-hold status
- Allow Edit Delivery Notes & Pick Tickets - allow delivery notes and pick tickets to be edited for a customer with the selected on-hold status
- Allow New Delivery Notes & Pick Tickets - allow new delivery notes and pick tickets to be created for a customer with the selected on-hold status
- Allow Ship Delivery Notes & Pick Tickets - allow delivery notes and pick tickets to be shipped for a customer with the selected on-hold status