Account statuses
Control whether a customer can place orders and receive shipments.
Account statuses control whether a customer can place orders and receive shipments. A status is set on the customer record and affects all in-progress orders immediately.
Why account statuses matter
- Manage credit risk: put customers on hold when payment is overdue
- Control order flow: block issuance or shipment without deleting the customer
- Flag key accounts: mark preferred customers for special attention
Status types and effects
| Status | Orders | Shipments | Effect |
|---|---|---|---|
| Normal | Allowed | Allowed | No restrictions: standard processing |
| Hold shipment | Allowed | Blocked | Orders can be created but nothing ships |
| Hold all | Blocked | Blocked | Blocks order issuance and shipment |
| Preferred | Allowed | Allowed | Positive flag: no restrictions, signals priority |
Core concepts
Customer-level only
Account statuses are set on the customer, not on individual orders. Changing a customer's status affects all of their in-progress orders immediately. There is no per-order status override for holds.
Immediate effect
When a customer is placed on hold, the restriction takes effect right away. Orders already in progress are blocked from advancing (shipping or issuance, depending on the hold type) until the hold is removed.
Preferred status
Preferred is not a restriction: it's a positive signal. It can be used for filtering, reporting, or internal prioritization to identify your most valued customers.
Where account statuses are used
- Customer: set on the customer record
- Sales order: hold statuses block issuance or fulfillment
- Shipments: hold-shipment and hold-all block shipping activity
Next: Exemptions