When placing an order for a cash on delivery/in advance customer it’s all too easy to place the order without spotting the lack of credit terms, is it possible to have a pop up that flags cash on delivery/in advance before confirming the order for these customers or even a red background to the credit terms box to make these stand out.
Thanks
Vicky
Hi Vicky, thanks for your comment. If you have a customer who needs to pay in advance, then you may want to head to the Edit page on the customer account and choose the option Use Breww to manage this customer’s credit limit. You could then set their credit limit to 0. You can also set an Over credit limit action here, where you can select Prevent order confirmation and delivery/collection scheduling. This will mean that you are alerted that the customer has a credit limit of zero, and you will not be able to confirm/ schedule the order until they have paid. For cash-on-delivery customers, you will be able to select More actions whilst on the customer account and Add private alert note. This will mean the customer account page will alert you that this customer needs to pay cash on delivery. You can also add a note to the delivery so the driver knows the customer has to pay in cash. You can do this by following the How to add notes on orders/ deliveries help guide. If you want this information included on each invoice for the customer, you can select More actions → Add customer invoice note. Let me know if you need any more help. Cheers.
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Thanks Ben, this is really useful. We’ll play about with existing functionality to find a solution that works for us.
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