Fishbowl: "Customer has a hold status"

What it means

The customer record is flagged with a hold status, which typically restricts transactions on that account. You’re attempting to duplicate (copy) an existing sales order for this customer, and Fishbowl is warning you before proceeding.

What to check

• Why the customer has a hold status: check the customer record to see the reason (credit hold, payment dispute, billing issue, or other flag).
• Whether you should create orders for a held customer: confirm with your manager or your organization’s policy on whether sales orders should be created for customers on hold.
• The business context: verify that proceeding aligns with your organization’s credit or order procedures.