Difference between revisions of "Credit Hold Orders"
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This page will provide a summary of the Credit Hold Orders page on Spitfire and how to download the credit hold orders report as an Excel file. | This page will provide a summary of the Credit Hold Orders page on Spitfire and how to download the credit hold orders report as an Excel file. | ||
Revision as of 11:24, 8 October 2021
In This Section
This page will provide a summary of the Credit Hold Orders page on Spitfire and how to download the credit hold orders report as an Excel file.
Viewing
To arrive on the correct page, click on the Sales Orders tab on Spitfire, then press the Credit Hold Orders tab, which will redirect you to the Customers On Credit Hold Orders List.
The following information will be given: Customer Number, Customer Name, Order Number, Order Date, Value(Ex VAT)', Order Group, Account Manager, number of Customers on Credit Hold Orders, Total Value of Customers on Credit Hold Orders, and Total Profit of Customers on Credit Hold Orders.
Download Report
Once you arrive on the Customer on Credit Hold Report page, the report will automatically be generated, ready to be downloaded. To download the report press the 
button to download the report as an Excel file.
Once the Excel file has downloaded, it will display the following information: Customer ID, Customer Name, Order No, Order Date, Value(Ex VAT), Profit(Ex VAT), Order Group, and Account Manager.
