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Sales

Customers - Release from Hold

A Customer can be Released from Hold when the Hold requirements have been met.

Ribbon Access: Sales >  Customers

  1. The Customer Listing screen will be displayed.
  2. Select the Site where the Customer on hold can be located.
    • The example has Durban selected.
  3. Change the Status by clicking on the down arrow to display the status drop-down menu.
    • Click on the Hold status.

  1. Click on the row of the customer you wish to release from Hold.
  2. Click on Release.

Short cut key: Right click to display the All groups menu list. Click on Release.

  1. The Customer to Release: [customer code] screen will be displayed.

Add Release Details

  • The Release Date and Time will auto populate but these can be changed according to your requirements:
    • Date: Type in or click on the down arrow and to use the calendar function to select an alternative date, if required.
    • Time: Type in or use the arrow indicators to select an alternative time, if required.
  1. Click on Save.

  1. When you receive the Customer Processing message informing you that;
    • Customer No: [customer code] has been released.
  2. Click on OK.

View Released/Re-activated Customer

  1. To view the customer in the Customer Listing screen,
  2. Change the Status to Active.