Tech Note: Understanding the Sales Order Credit Hold Feature

The Sales Order Credit Hold feature helps you manage your customers’ credit transactions. Using this feature to its full capacity will help you improve control of credit verification, holds, and approvals. It also increases operational productivity and lessens the risk of forgetting credit issues because the process is cut short.

You can directly create a sales quote but put it on hold instead of converting the sales quote to a sales order. For example, when a customer who has exceeded their credit limit places an order, the salesperson can proceed to create a sales order but put it on hold instead of saving it as a sales quote. The credit manager, when notified of the credit hold, can then hold an immediate investigation and decide whether or not to release the credit hold.

Full details are in our Article #1301: Understanding the Sales Order Credit Hold Feature.