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- Users with Secure Feature "Can Maintain Debtor Terms" can make debtors active
- Users without this secure feature will create Debtors in status "Proposed" status
- Orders placed on users in "Proposed" Status will be on hold until the debtor is made active.
Making Customers Active (if require approval)
Review the new debtors dashboard - this shows all the leads or debtors in proposed status
Fill in the details required to make the debtor Active
Wizard for creating new Leads and Customers
New lead wizard steps through setting up fields on the customer.
Making Debtors Inactive
To Make a debtor inactive - put an end date on the debtor (this can be in the past or the future).
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