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Management > Stop-list

Introduction

Stop list is a list of clients with whom material or monetary relationships are suspended or prohibited.
Conclusion on such a ban can be taken, for example, by the accounting department or the economic security service.
If point of sale has such a sign, then when you start working with it, a corresponding warning is displayed on your mobile device.
In addition, when working at such a point, it will be impossible to create documents Shipments and Orders & Pre-orders, what the user will also be warned about.
All changes to the stop list come to the agent with an Exchange of changes.

helpful_hint

Some companies prefer to automatically upload a note from the ERP that the point is in the stop, based on certain rules.
To implement such an automatic adjustment of the stop list, it may be necessary to finalize the processing of data exchange.
Please, contact technical support for more information.

Appearance of Stop List

To add or remove a client from the stop list, you need to check the box to the left of the name of the outlet.
Line with the point of sale in the stop list is tinted blue.
In mobile application, customers in stop list have a red mark with the name Stop List in the general list of outlets of the territory and the visit plan.
By default, appearance of the Stop Lists functionality looks like this.

If there is need to add or remove all outlets of a certain type from the Stop List at once, you need to use the Show Outlets Types switch.

Attributes of Stop List

Outlet	Name of the point of sale.
Code	Code of the point of sale.
Type	Type of the point of sale.
Address	Address of location of the outlet where the application for the supply of products was made and where it is necessary to deliver the products.
Employees	List of employees for whom the stop list is valid. By default, this is all, but you can select individual employees.