How to Release Credit Hold Orders in CRM

Overview:

This article provides a guide on how to release credit hold orders in CRM.

Process:

1. Go to My Apps and open Okta.

2. Search for X4A in Okta and then click it. Xvantage for Associates (X4A) will open in a new tab.

3. Within X4A hover over the left navigation menu and click Sales.

4. Select CRM from the Sales sub-menu.

5. In CRM, navigate to Credit Hold Orders under the Sales section.

6. A list of orders currently on credit hold, along with their statuses, will be displayed.

7. Use the available filters to locate the specific order you want to release.

8. Select the checkbox next to the corresponding Country to indicate your selection.

9. Click Release Credit Orders, located next to Export to Excel, to initiate the release process.