Block a Customer Temporarily for Sales Orders

Overview:

A temporary block prevents a customer from placing new orders until issues like overdue payments or missing documentation are resolved.

This helps you avoid financial risk and processing errors.

Select Customers on your Wiise landing page. The customer list displays.

Note: You can search for Customers on the top right-hand corner of the page and select the related link. The page displays.
Select the Customer you want to block.
1. Update the General section:
  1. Select the drop-down menu on the Blocked field. Then, select one of the following:
    - Ship: Allows invoicing but blocks shipments.
    - Invoice: Allows shipments but blocks invoicing
    - All: Prevents new sales orders, shipments and invoices
    - Blank: Nothing is selected.
    Note: Select All if you want to fully block order entry and processing.
    
    Note: When you’re ready to allow sales orders again, you can re-open the Customer Card and set the Blocked field to Blank.
You've blocked a customer temporarily for sales orders.

What’s next?

Find out how to assign customer price groups.

Need more help?

No problem, that's what we're here for. Reach out to support@wiise.com anytime you can't find what you're looking for.