Marking a Client as On Hold

Background

Within strokeone, companies can be colour coded to denote that they require additional diligence and/or levels of approvals when processing their orders

This might be for the following reasons:-

There is no credit line for the company.
The credit line has been breached.
There is concern regarding the companies ability to meet its outstanding amounts.

In short, you wish to minimise the credit risk that you have to the company, and so colour code any job orders and/or fulfilments for the company so that staff are aware of the sensitivity, and can obtain additional approvals to process the order and/or escalate any enquiries as necessary.

Colour coding is governed via the On Hold status field on the Company object.

Prerequisites

Ensure that you have logged onto strokeone, and that you can see and have opened the Company List Layout.

Procedure

Locate the company whom you wish to mark as on hold.
Click the On Hold status icon for the company.
The Status toggles as per the following cycle:-

Green--->Red.
Red------>Amber
Amber-->Green

The on hold colour statuses are typically interpreted as follows:-

Red: the company is on hold. The company name will appear in red bold text throughout the application for non completed jobs/fulfilments
Amber: The company is on watch. The company name will appear in amber bold text throughout the application. for non completed jobs / fulfilments
Green: The company status is normal, and its name will appear in non-bold black text in the application.

Click for example