Customer Basic Procedures

Placing a Customer on Hold

To place a customer on hold, you must first set up exempt codes. For more information, contact Silver Plus. When a customer that has been assigned one of these codes is retrieved in order entry, an order is not placed and displays the corresponding message.

1      Double-click the icon. The Customer window opens, displaying the information for the last customer used.

2      Select the customer you for which you want to place on hold. If you need instructions on selecting a customer, see Selecting a Customer.

3      Go to the Order Entry tab by clicking the tab.

4      In the O/E Exempt box, enter an exempt code.

5      Click to save the changes.