How to use Credit Manager

The Credit Manager tool is available with some integrations and allows you to place specific Customers OR Customer Locations on hold. While adding the hold you can add any specific notes regarding the hold.

There are 2 hold types:

• Customer - applies the hold at the account level (which holds all customer ship-to locations)
• Location - applies to a specific customer ship-to location and does not block other locations for that customer

The hold is a boolean setting meaning the customer (or customer location) is either ON hold or OFF hold. It was not designed to allow multiple types of holds at one time. Lifting the hold, will release the hold for the customer (or customer location if set at the location level).