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  1. If the last name and mobile number matches the email address on record - they will be linked to this record.  Password will be emailed to them using the Email Template with - Usage: Authentication System Usage: Created Role: Customer

Who can create an Active customer

By Default all users can create Active Customers unless a restriction is set on Your Host Company:

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If New Debtors require approval then:

  1. Users with Secure Feature "Can Maintain Debtor Terms" can make debtors active
  2. Users without this secure feature will create Debtors in status "Proposed" status
  3. Orders placed on users in "Proposed" Status will be on hold until the debtor is made active.