Approving Customers
Indigo8 Enterprise has the ability to allow specific members of staff to approve customers. This task is usually done by the accounts.
When enabled, a user will need specific permission to access the finance tab on the customer screen.
Until the customer is APPROVED, users will not be able to GENERATE SALES ORDERS or INVOICES for those customers.
Turn on Approved Customers feature.
When this is turned off, you are unable to generate Sales Orders or Invoices until the customer is approved. You can still build and save them, you just cant generate.
Go to Settings >> Accounts >> Others
2. Allow certain users to approve customers
Note: Only Administrators can update access permissions for users.
Go to Contacts >> Work and search for the staff member you want to give customer approval rights to
Click on the contact you want to give customer approval access to and turn on the Access Finance Tab option.
The user will now be able to access the finance tab on the customer screen. When they do, they can check the CUSTOMER APPROVED check box one they have checked the other information on this screen.
How to get a list of Approved/ Not Approved customers
Please contact Indigo8 Help if you need many customers to be approved at one time. We can set the existing customers to approved for you.
To get a list of customer information, run the following Excel report to ensure information for those customers is up to date.
Enter the Contacts screen
Select the Customer tab and press Search to view all customers.
Press the EXPORT CUSTOMERS button located at the bottom of the page and create a report similar to the following.