<< Click to Display Table of Contents >> Navigation: Process > Customer Functions > Block Customer Wizard |
The wizard will give you a selection option to block or unblock the customers and automatically set them or create a mail merge option for the selected customers.
The welcome page is the starting place and lets you know which function you have requested and the chance to cancel before continuing. |
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Select the method required to load the customers that should be blocked or remove the block if already blocked.
1. Customer over credit limit - the customers whose balance is over the credit limit entered
2. Customer over terms - the customer is over their terms
3. Customers that are already blocked
4. Customers with a value in the current period + 1
5. Customers with a value in the current period + 2
6. Customers with a value in the current period + 3
7. Customers with a value in the current period + 4
8. Customers that have used n% of their credit limit. If this option is selected, then the Enter percentage value box will be displayed
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The next screen will display all of the customers that meet the specified requirements.
Rows in the grid can then be selected and either set to Blocked or set to not blocked.
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The final stage is to run the functions required.
1. Update all records based on the blocks / not block set
2. Update only the customers set to block
3. Update only the customers set to not blocked
4. Mail merge for the indicated records - the mail merge screen is loaded, and only the customers from the screen will be included
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