Credit Holds with Approvals
When a customer is on stop, nothing ships to them
Two people sign to put a customer on credit hold. From then on, that customer's orders can't be submitted, picked or shipped.
A hold the whole team can't miss
The hold sits on the customer in Flōware, where orders are taken, picked and shipped.
- Orders stop at every step
- A held customer's order can't be submitted, approved, picked or shipped. Nobody has to remember the hold.
- Two people sign to put a customer on hold
- The request needs two sign-offs. The person who asks can't sign it off.
- Two people sign to lift a hold
- Taking a customer off hold needs the same two sign-offs. Nobody takes an account off stop alone.
- Know who signed, and when
- Every request and sign-off is kept on the customer, with who signed and when.
Your order desk sees why an order won't go through
Someone tries to submit an order for a customer on hold. Flōware refuses it and says why.
- The reason, in plain words
- The message names the customer and the hold. Nobody has to phone accounts to find out.
- The order waits as a draft
- The order stays a draft. It can go through once the hold is lifted.
- The same check at every step
- Approving, picking and shipping the order are stopped the same way.
What your team stops doing
The hold lives where orders are taken and shipped, not on someone's desk.
- Keeping a list of accounts on stop
- Shipping to a customer who's on stop
- Taking an account off stop on one person's say-so
For any business that sells to trade customers on account.
More in Sales Ops
Account OwnershipEvery customer has a named rep. Each rep can filter to their own customers, quotes and orders.Customer ContactsEvery contact person for each customer and supplier, with the main one always at the top.Customer GroupsGroup customers into trade, retail or export. Each group gets its own prices and discounts.
Get straight answers about your own business.
Why did margin drop? Where did the stock go? Which customers are slipping away? We show you where those answers would come from. We also tell you what Flōware would cost.