Summary:
This FAQ article explains the enhanced account hold visibility features in Xvantage™. These improvements help reseller partners quickly identify when an account has been placed on hold due to an expired tax exemption certificate, understand the impact on ordering, and take the necessary steps to resolve the issue.
Question: What visibility improvements are available for reseller accounts placed on hold due to expired tax exemption certificates?
Answer: Xvantage™ now provides improved visibility and guidance when an account is placed on hold due to an expired tax exemption certificate.
Account Hold Banner Notification:
When an account is placed on hold, a prominent banner is displayed at the top of Xvantage™ after sign-in. The banner clearly indicates that the account is on hold and that order processing is restricted. It also provides additional context to help users understand the reason for the hold and the actions required to resolve it.
Order Placement Safeguards:
To prevent failed transactions and reduce confusion during the ordering process, Xvantage™ includes safeguards that restrict order placement while an account remains on hold. This helps ensure users are aware of the account status before attempting to submit an order.
Benefits:
Increased visibility of account hold status.
Clear guidance on why the account is restricted.
Reduced likelihood of failed order submissions.
Improved user experience during issue resolution.