Limit a House Account to a specific Store location

Why put location restrictions on a House Account? 

Some reasons you may want to restrict House Account access to certain Store Locations include:

• While many businesses may choose to accommodate tax-exempt customers, it is not mandatory.

• A Store location may want to ensure they've established a trusted relationship with a customer before allowing them a House Account. 

• Regarding House Accounts with a tax-exempt distinction: Some cities or jurisdictions may require tax-exempt entities to possess special certifications to derive tax benefits from within those zones. It may be advised to limit the House Accounts of such entities to place tax-exempt orders only from restaurant locations within those designated zones. 
  

Example

How to limit a house account to a specific store location:

1. In your Direct Ordering Admin Panel

2. Go to Customers > House Accounts > Select the House Account that you want to modify.

3. In the left navigation > select Revenue Centers.

4. Select the checkboxes for each Revenue Center where you'd like this House Account to be activated.
   > Note:  Notice there is an Online Ordering column and a Catering Column. House Account settings are specific to both Revenue Center and Order Type, so if you'd like this customer to have House Account access for both types of orders, you must select the Revenue Centers in both columns. 

5. Click Submit to save.